Workday Knowledge Management Training Catalog 1 PDF

Table of Contents
Training Options .................................................................................................................................... 3

Learning Management System .............................................................................................................. 3
How to Contact Us ................................................................................................................................. 3
Purchasing Training............................................................................................................................... 4
CLASSROOM INSTRUCTION ............................................................................................................................ 5

HCM Fundamentals............................................................................................................................... 5
Benefits Fundamentals .......................................................................................................................... 6
Payroll Fundamentals ............................................................................................................................ 6
Financials Fundamentals ....................................................................................................................... 7
VIRTUAL CLASSROOM INSTRUCTION ........................................................................................................... 9

Workday Report Writer .......................................................................................................................... 9
Workday Calculated Fields .................................................................................................................. 10
Outbound Enterprise Interface Builder (EIB-OUT) .............................................................................. 10
Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) ................................ 11
HCM Transactions ............................................................................................................................... 11
Business Process Fundamentals ........................................................................................................ 12
Configurable Security Fundamentals .................................................................................................. 12
Introduction to Workday Studio ........................................................................................................... 13
Advanced Workday Studio .................................................................................................................. 13
ON-DEMAND EDUCATION .............................................................................................................................. 15

Open Series (12 Titles) ........................................................................................................................ 16
Deployment Series (13 Titles) ............................................................................................................. 19
Cross-Application Technology (7 Titles) .............................................................................................. 23
HCM Library (31 Titles) ....................................................................................................................... 25
WORKDAY SELF-SERVICE TRAINING .......................................................................................................... 33

The Employee Self Service Kit ............................................................................................................ 33
The Manager Self Service Kit .............................................................................................................. 34
Workday Knowledge Management…learning made easy.
We are dedicated to providing training that is relevant, comprehensive, timely and cost-effective. Our goal is to
maximize the ROI and adoption of Workday by delivering training that prepares your organization and your
workforce to successfully deploy and use Workday products. With Workday Training, you can:
 Successfully plan for your Workday deployment

 Take advantage of flexible training options including classroom and virtual options
 Keep up to date on new features
 Ensure a successful rollout of Workday to managers and end users with pre-packaged roll-out kits
Training Options
 In Classroom - Workday provides comprehensive instructor-led in classroom training to prepare students
to meet their job role requirements. Our classes combine cohesive lectures and product demonstrations
with hands-on exercises to reinforce student learning.
 Virtual Classroom - Workday’s Virtual Classroom offers the advantages of live instructor-led training
without the expense and time associated with travel. These courses are a combination of lecture,
demonstration and hands-on activities to reinforce learning. Attendees participate remotely through
WebEx and connect to our training environment via the internet to complete the hands-on activities.
 On-Demand Training (Self-paced) - Workday On-Demand training is a cost effective alternative to
traditional education delivery, providing access to training 24/7 from any computer. Created in short,
targeted segments, on-demand training is perfectly suited for system administrators who need immediate
access to specific training.
 Employee Self-Service and Manager Self-Service Kits - The Employee Self-Service and Manager
Self-Service Kits are collections of tools and resources designed to accelerate your Workday roll-out and
quickly train your end-users on Workday. Each kit provides customers with customizable training
materials (videos, frequently asked questions, facilitators guide, etc.) that can be used out of the box with
little customization, or act as the cornerstone of a larger training development plan.
Learning Management System

Use our Learning Management System (LMS) powered by Plateau to search for topics, enroll in classes, and
launch training all in one place. If you do not already have an account and would like to request access, please
complete this form.
How to Contact Us
We are committed to your success and regularly update our offerings to provide you with the latest training on
Workday functionality. Please visit the Workday Community for up-to-the-minute news and information about
Knowledge Management offerings.
If you have any questions about our offerings, please contact your Engagement Manager or email
[email protected].
Purchasing Training
Classroom and Virtual Training - Classroom and Virtual training can be purchased at a cost of $600USD per
day of classroom instruction and $300USD per day of virtual instruction per student.
These trainings can also be purchased at a cost of 1 training credit per day of classroom instruction per student;
1/2 training credit per day of virtual instruction per student. The advantage of training credits is they can be
purchased in bulk at a discount. Training credits are good for one year after the purchase date. The discount
table is shown below:
Pre-Paid Training Credit Costs
Number of Credits Purchased Cost Per Credit
0 – 25 $600USD
26 – 50 $580USD
51 – 75 $560USD
76 – 100 $540USD
101+ $520USD
On-Demand Training - On-Demand Training from Workday is available as a subscription service. The cost is
$5,000 per year for a block of 5 licensed users to access one of the available libraries. Workday currently offers
two training libraries:
 HCM - covering application functionality in Human Capital, Payroll, Benefits, Compensation, Expenses,
and other areas
 Cross-Application Technology - covering technology that crosses all functional areas including reporting,
business process framework, and security.
Self-Service Kits -The Self-Service Kits (Manager Self-Service and Employee Self-Service) are available as
subscription services. Each Kit is $7,500 per year subscription.
For more information on purchasing training email [email protected].

CLASSROOM INSTRUCTION
HCM Fundamentals
Audience: Project Managers
Classroom Instruction Benefits Team
Partners
Compensation Partners
Workday offers a number of instructor-led
Managers
in-classroom courses that prepare
HCM & Business Staffing
participants to meet their job requirements. Business Analysts
Our classes combine cohesive lectures and Workday Administrators
product demonstrations with hands-on
Prerequisites: None
activities to reinforce learning.
Length: 4 Days
Description:
Training Facilities: This four day course consists of lectures,
Workday has two main training facilities demonstrations, and individual / group activities
located in the United States: covering Workday HCM fundamentals. You will learn
the core concepts of HCM. In addition participants
will learn how to configure business processes set
1. Pleasanton, California
up core functionality and use Report Writer.
2. Oakbrook Terrace, Illinois
Covered topics:
 System Set-up
 System Administration
 Configuration
 Business Processes
Workday also offers on-site training at an

additional cost. Please contact us for
details.
WORKDAY ® KNOWLEDGE MANAGEMENT 5 TRAINING CATALOG SEPTEMBER 2011

Benefits Fundamentals Payroll Fundamentals
Audience: Implementation Team Audience: Payroll Deployment Team
Benefits Team Payroll Administrators
Partners Payroll Partners
Developers
Integration Team
Prerequisites: HCM Essentials - Navigation
Benefits Business Analysts (ODE)
Workday Administrators
Length: 4 Days
Prerequisites: HCM Fundamentals (suggested)
Length: 3 Days Description:

The course focuses on payroll input, running pay
calculations and reports using Workday’s Payroll.
Description:
The course employs a variety of lectures,
Through presentations, demonstrations and hands-
demonstrations, and hands-on activities.
on activities this course provides an excellent
Participants completing this course will leave with a
overview of Workday Benefits with in depth
comprehensive view of the day-to-day activities in
coverage of Benefits configuration, maintenance,
the Workday payroll cycle.
and processing.
Covered topics:
Covered topics:
 Welcome to Workday
 Benefit foundation set up
 Introduction to Discovery Document
 Setting up benefit groups
 Overview of Payroll Setup and Processing
 Creating benefit plans and rates
 Payroll Processing Framework
 Configuration of enrollment event types and
 Roles and Security
rules
 Calculation Engine
 Benefit business processes
 Net Pay Validation and Arrears
 Enrollment event processing and
 Payroll Input and Processing
coordination of events
 Payroll Accounting
 Passive events
 Federal, State, and Local Tax Reporting
 Evidence of insurability
 Withholding Orders
 Processing Open Enrollment
 Banking and Settlement
 Business Processes
 Self Service
 Reporting in Workday

Financials Fundamentals
Implementation Team
Financials Team
Report Writers
Partners
Technical Integration Analysts
Developers
Integration Team
Managers
Business Analysts
Technical Analysts
Prerequisites: None
Length: 4 Days
Description:
Learn the fundamentals necessary to begin your

Workday Financials* implementation. This in-person
instructor led course we will teach you how to
execute the major Financial events (transactions),
perform administrative activities, and perform setup
of the core system functionality. The four days will
consist of lecture, demonstration, and individual
hands-on activities. *This course does not cover
Workday Expenses, Workday Procurement,
Workday Initiatives, Customer Contracts
functionality.
Covered topics:
 Financials Organizations
 Financial Accounting
 Customer Activity
 Supplier Activity
 Settlements and Banking
 Business Assets
 Business Plans
 Financial Reporting

Workday Rising 2011
Las Vegas
This once-a-year event is not only an opportunity to
learn, but to give feedback and share best practices
with peers at the largest annual Workday gathering.
Go to www.workdayrising.com to find out more.
VIRTUAL CLASSROOM INSTRUCTION
Workday Report Writer

Virtual Classroom Instruction Audience: Report Writers
Integration Team
Workday’s Virtual Classroom offers the Prerequisites: None

advantages of live instructor led training Length: 2 Sessions, 8 Hours Total
without the expense and time associated
with travel. These courses are a Description:
combination of lecture, demonstration and This virtual course will explore in depth the concepts
hands-on activities to reinforce learning. of Workday’s Configurable Report Writer. Through a
series of demonstrations and hands-on activities,
Technical Details: Workday Report Writer will teach you how to
confidently create custom reports for deployment
Attendees participate remotely through
throughout your organization.
WebEx and connect to our training
environment via the Internet to complete Covered topics:
the hands-on activities. These offerings are  Building advanced filters
 Copying, deleting, editing and transferring
topic-specific and designed to focus on key
ownership of custom reports
Workday principles and functionality.  Data sources
 Security Groups
Scheduling:  Grouping and totaling report results
Virtual Classroom sessions are offered in 3-  Sharing your custom reports
4 hour blocks, with scheduled breaks in  The W: Drive Navigation tab
each block. Classes with multiple sessions  Custom Worklets
 SOAP and REST protocols
are scheduled with a both a morning
 Contextual reporting
session and an afternoon session.

Workday Calculated Fields Outbound Enterprise Interface Builder
(EIB-OUT)
Audience: Report Writers
Integration Team Audience: Report Writers
Technical Integration Analysts
Prerequisites: None
Integration Team
Length: 2 Sessions, 8 Hours Total
Prerequisites: Workday Report Writer
Calculated Fields
Description:
In this class, you will learn how to unleash the power Length: 2 Sessions, 8 Hours Total
of Workday’s Calculated Fields. Through hands-on
activities and demonstrations learn how to develop Description:
rich, customized reports without coding or After taking this course you will know how to create,
programming, using simple field configurations. launch, test and monitor outbound EIBs. Outbound
EIBs (integration systems) are used to extract data
Covered topics: from the Workday tenant and deliver this data to
 Arithmetic Calculations your system for use outside of Workday. For
 Concatenation example, a comma separated (.csv) file can be
 Evaluate Expression delivered to your sFTP server, to be loaded into
 True False Condition another application. Through instructor led demos
 Date Difference and activities you will learn the various features and
 Extract Single Instance options for configuring outbound EIBs.
 Global fields
 Created Fields Covered topics:
 Building multiple reports  The 3-step EIB Design Pattern
 EIB integrations
 Launching an EIB manually
 EIB results on the integration event
 Using XSLT to transform report data
 Sequence Generators
 Workday Web Services (WWS)
 Delivery notifications

Loading Bulk Inbound Transactions HCM Transactions
using Enterprise Interface Builder
(EIB-IN)
Prerequisites: None
Technical Integration Analysts Length: 2 Sessions, 6 Hours Total
Integration Team
Prerequisites: Workday Report Writer Description:

Designed for a user that will be very “hands on” after
Length: 2 Sessions, 8 Hours Total going live, this 2 day virtual class will teach you how
to work in Workday. This class will go over both
Description: tasks and business processes necessary to
After taking this course you will know how to create successfully utilize Workday HCM on a day to day
inbound EIBs, generate template models and load basis. This will include tracking and hiring
bulk transactions into your Workday tenant. Inbound applicants, creating positions, contracting contingent
integration systems are used to load bulk data into workers, proposing compensation and event
the Workday tenant using generated spreadsheet management. We will briefly touch on core HCM
models based on Public Web Services (WWS) that concepts, yet the main focus will be on navigating in
are generated then populated in MS Excel. Through the system and executing transactions in Workday.
instructor led demos and activities you will learn The class will be made up of lectures,
about the different template models with the different demonstrations and many hands on activities.
functional areas and how to generate, customize
and populate those templates. Covered topics:
 Core Concepts
Covered topics:  Navigation
 The 3-step EIB Design Pattern  Business Process/Tasks
 Workday Public Web Services  Running Common Reports
 Inbound Integration Systems
 Generating Templates
 Loading Bulk Transactions
 Viewing and Validating Inbound Integration
System Results
 Customizing Templates
 Troubleshooting
 Sandbox to Production

Business Process Fundamentals Configurable Security Fundamentals
Audience: Business Process Audience: Implementation Team
Administrators
Deployment Team Prerequisites: None
Prerequisites: HCM Essentials – Navigation Length: 2 Sessions, 8 Hours Total

(ODE)
Description:
Length: 2 Sessions, 8 Hours Total
Security gives you greater control over your
Workday implementation. This virtual course will
Description: explore in depth the concepts of Workday’s
Business Process definitions are used to automate Configurable Security Model. You will learn about
business events in Workday. Through instructor led Configurable Security principals, basic setup and
demos and activities you will learn about the terminology.
different types of process steps, such as Action,
Approval, Approval Chain and Checklist, and how Covered topics:
they work and integrate with security groups. Also  Overview of Configurable Security
covered will be the creation of notifications and the  Guiding Principles
use of condition rules within a business process. As  Terminology
part of this course, there is also a LAB section where  Big Picture
we will run reports to help answer some everyday  Steps to Configure
business process questions.  Security Groups
 Security Group Types
Covered topics:  New User-Based Security Groups
 Definition of a Business Process  Editing Security Groups for Functional Areas
 Organizations and Business Processes  Security Policies
 Configurable Security Overview  Domain and Sub-Domain
 Maintain Business Processes  Business Process Security Policies
 Approvals for Business Processes
 Notifications of Business Processes
 Alert Notifications
 Additional Business Process Functionality
 Event Management
 Lab Questions

Introduction to Workday Studio Advanced Workday Studio
Audience: Technical Integration Analysts Audience: Technical Integration Analysts
Integration Team Integration Team
Prerequisites: Workday Report Writer Prerequisites: Introduction to Workday Studio

Outbound Enterprise Interface
Builder (EIB-OUT) Length: 2 Sessions, 12 Hours Total
Calculated Fields
Description:
Length: 2 Sessions, 8 Hours Total After taking this course you will know how to use
Workday Studio to create sophisticated integrations
Description: that go beyond those used in the Introduction to
After taking this course you will know how to use Workday Studio training. The Intro course provides
Workday Studio to create sophisticated integrations. an overview of several Workday Studio features.
Unlike EIB, the Workday Studio is not limited to one This Advanced course dives into many technical
data source, one transformation and one details on Workday Studio samples. Also, the
destination. Instead, Workday Studio can be used properties on components and mediation steps are
to create integrations that use several reports and investigated, including use of MVEL and Java. The
Workday Web Services (WWS), several Workday Studio debugger features are used during
transformations, and deliver results to several activities. Through hands-on activities and
destinations. Through hands-on activities and demonstrations, and leveraging samples from the
demonstrations, and leveraging samples from the Workday Community, you will learn advanced level
Workday Community, you will learn how to develop skills for developing sophisticated integrations.
sophisticated integrations using Workday’s most
powerful integration technology. Covered topics:
 Review of Final Activity from Introduction to
Covered topics: Workday Studio
 Features of Workday Studio  Mediation Context
 Workday Studio Assemblies (integration  Robust Integrations, and Using Error
systems) Components Handling
 Patterns for Common Integration Solutions  Strategies and Further Details on Splitters,
 Performance and Scalability Aggregators, and Routers
 Basic Flow of Control Between Assembly  Sub-assemblies
Components  Launch Parameters with Reports-as-a-
 Basics of Error Handling Service
 Basics of Web Services, XSLT, and MVEL  MVEL and XPATH
 XSLT
 XSL-FO
 PGP Encryption, Text Schema, and Static
Java Methods

We would like to hear from you!
Do you have any questions about one of our
offerings? Have a great idea for a new course topic?
Do you have any feedback you would like share?
Send us an email at [email protected].
ON DEMAND EDUCATION
On-Demand Education
Workday On-Demand Education is a cost effective alternative to traditional education delivery,
providing access to training 24/7 from any computer. Created in short, targeted segments, on-
demand training is perfectly suited for mobile users, and others, who need remote access to
training.
The offerings are categorized by libraries. The Open and Deployment Series libraries are
available to all Workday customers; the HCM and Cross Application Technology are available
to Workday customers on a subscription basis.
Open Series Deployment Series Cross Application Technology

This ODE Series covers a number This ODE Series was created to This ODE library contains topics
of topics around functionality and assist customers during related to Workday technology
basic Workday system use. deployment. It is designed to a that crosses all of our functional
number of aspects of process, areas – including Workday Report
methodology, and functionality to Writer, Security, and Web
specific audiences during the Services.
deployment of the Workday
solution.
HCM
These offerings are topic specific
and designed to focus on key
Workday principles and
functionality. Subjects in a wide
variety of functional areas
including Benefits, Expenses,
Core HR, Payroll, and
Compensation are covered.

ON DEMAND EDUCATION
Workday’s Public Web Services API
Overview
OPEN SERIES Audience: Integration Team (Advanced)
Prerequisites: None
Length: 14 Minutes
HCM Essentials
Audience: Open Description:
Building integrations using Workday Web Services?
Prerequisites: None Through step-by-step demonstrations you will learn
how to navigate to and call Workday’s Public Web
Length: (See Series Topics)
Service APIs. Included is a discussion of Workday’s
delivered security groups that provide access to the
Description: web service API Web Service Description Language
Workday Tutorial for HCM Essentials is a new series (WSDL).
of Workday On-Demand Education emphasizing
critical HCM transactions and processes in Workday. Covered topics:
If you are an employee new to Workday, this series  API Functional categories
of short tutorials will introduce you to the basic  Related Security Groups and Policies
functionality of Workday’s Human Capital  Integration system users and systems
Management offering to help you manage employee  Web services using SOAP
hiring, staffing models, positions and organizational  Reports related to web service APIs and
security. security
Series topics:
 Navigation (16 Minutes)
 Processing Hires, Contingent Workers and Staffing Models Overview
Terminations (28 Minutes)
 Job Profiles, Positions and Staffing Models Audience: Open
(24 Minutes)
Prerequisites: None
 Organizations and Security (12 Minutes)
 Job and Compensation Changes Length: 8 Minutes
(24 Minutes)
 Requesting Time Off and Leave of Absence
Description:
(4 Minutes)
In this overview you will learn the definition of a
staffing model and basic staffing model concepts,
review all three staffing model types and the
differences between them.
Covered topics:
 Definition of a Staffing Model and the 3
Types of Staffing Models
 Setting Hiring Restrictions

ON DEMAND EDUCATION
Configurable Security Overview Manager Self Service Overview
Audience: Project Managers Audience: Managers
Implementation Team
Prerequisites: None
Length: 15 Minutes
Prerequisites: None
Length: 17 Minutes Description:

Organization roles ensure that users only access
Description: those functions for which they are authorized. The
In this course you will learn how to create the three Manager role in Workday HCM is responsible for
most common types of security groups, understand performing critical tasks, and contains role security
the special relationship between Functional Areas to facilitate the managing of direct reports. This on-
and Domains, and explore the concept of Security demand course will explore the specific capabilities
Policies. of the Manager role in Workday HCM.
This course provides tips on how to create and Covered topics:

deploy the three most common types of security  Navigation
groups, and explains the relationship between  My Workday 2.0
Functional Areas, Domains and Sub-domains. The  Dashboards
concept of Security Policies will also be covered,  Using the Workfeed
where you will learn how to edit both a Security  Filtering Requests
Policy for a Functional area and a Business Process  Bulk Approvals
Security Policy.  Accessing Direct Report Information
 Initiating Events, Transactions, and
Covered topics: Business Processes
 Common Types of Security Groups: User-  Employee Changes
based, Role-based, and Job-based  Hiring Employees
 Configurable Security Frequently Asked  Performance
Questions  Compensation
 Configurable Security Best Practices

ON DEMAND EDUCATION
Overview of Workday Report Writer
Prerequisites: None
Length: 13 Minutes
Description:
Report Writer is a built-in, easy-to-use, custom
solution for actionable reporting. This course
provides a basic introduction to Workday Report
Writer functionality.
Covered topics:
 Exploring Report Writer Navigation
 Report Writer’s Architecture and
Terminology
 Core processes of Report Writer “Education is not the
 Steps to Building a Custom Report filling of a pail, but the
lighting of the fire”
- William Butler Yeats
Business Process Overview
Implementation Team
Managers
Prerequisites: None
Length: 15 Minutes
Description:
A business process is a definition of business tasks
that need to be performed for an event to occur, and
control the sequence in which they must be
completed, and who must do them. Take this on-
demand course find out how to create or modify a
Business Process definition in the Workday system.
Covered topics:
 Navigating to a Business Process Definition
 Supervisory Organizations and Business
Processes
 Copying a Business Process
 Editing a Business Process
 Adding and Deleting a Business Process
Step
 Adding a Notification

ON DEMAND EDUCATION
Preparing for Global Design Discovery
DEPLOYMENT Audience: Project Managers
SERIES Business Analysts
Prerequisites: None
Length: 13 Minutes
Secure Data and the sFTP Server
Audience: Project Managers Description:
Business Analysts Designed to help customers understand the goals of
Technical Analysts the Global Design Workshop and how to prepare to
Workday Administrators get the most out of it.
Prerequisites: None Covered topics:

 Preparing for the Global Design Workshop
Length: 13 Minutes  Workshop Expectations
 Global Functionality
Description:
Designed to explain to customers the importance of
securing data and the mechanisms that Workday
uses to transfer data in a secure manner. Preparing for Business Process
Discovery
Covered topics:
 Terms to Know
 The sFTP Server Business Analysts
 Public and Private Key Generation Prerequisites: None
Length: 13 Minutes
Description:
Designed to help customers understand the goals of
the business process discovery workshop and how
to prepare to get the most out of it.
Covered topics:
 Preparing for Business Process Discovery
 What to Expect in your Business Process
Discovery

ON DEMAND EDUCATION
Preparing for Compensation Discovery Translations and Language Support in
Workday
Audience: Business Analysts
Prerequisites: None
Business Analysts
Length: 43 Minutes
Prerequisites: None
Description: Length: 21 Minutes

Designed to provide customers a high level overview
of compensation functionality and terminology in Description:
Workday. In addition it explains the goals of the Designed to explain to customers what functionality
Compensation Discovery session, how to prepare is provided around multiple language support and
for it, and what to expect during it. translations in Workday and how implementing that
functionality is accomplished during a deployment.
Covered topics:
 Practice Documentation Covered topics:
 Compensation Discovery Workshop  Key considerations When Leveraging
Logistics Multiple Languages
 Definition of Compensation Grades, Profiles,  Key Language Support Activities During
Rules, Elements, Plans Deployment
 The Compensation Framework in Workday  Key Language Support Activities After Go-
 The Compensation Bonus Plan Framework Live
in Workday
Workday Tenant Automation

Understanding Tenant Management
Audience: Project Managers Implementation Team
Workday Administrators Workday Administrators
Prerequisites: None Prerequisites: None
Length: 15 Minutes Length: 9 Minutes
Description: Description:
This ODE is one in a series created by Workday to Need a copy of a tenant but not sure how to go
assist customers during deployment. It is designed about it? The purpose of this training is to help the
for customer project team members. We will project team understand the key concepts of tenant
navigate the often confusing world of tenant automation, and the process to request tenant
management. maintenance. During a Workday implementation,
project team members and customers will need to
Covered topics: access and use many Workday tenants. Therefore,
 Tenant Types understanding the tenant maintenance process is
 Use of Tenants critical to your project's success.
 Tenant Management Process
 Tenant Maintenance Covered topics:
 Defining a Tenant
 Submitting Tenant Maintenance Requests
 Key Timelines
 Resources for Additional Information

ON DEMAND EDUCATION
Understanding Data Validation Understanding Staffing Models
Audience: Project Managers Audience: HCM & Business Staffing
Business Analysts Business Analysts
Designed to explain what Workday means by Data Designed to explain the three staffing models
Validation, who is expected to assist in Data available in Workday, and prepare customers for the
Validation actives during a deployment, and the Staffing Workshop where they will select a staffing
tools available. model.
Covered topics: Covered topics:

 Data Validation Tasks  Staffing Models and How They Relate to
 Approaches to Data Validation Supervisory Organizations
 Tools Used to Track Data Validation  Position Management
 Headcount Management
 Job Management
 Characteristics of Organizations
Preparing for Project Kick-off

Prerequisites: None
Length: 29 Minutes
“Knowledge has to be Description:

improved, challenged, Designed to explain to customers what is expected
of the customer prior to the project kick-off meeting,
and increased and what to expect during it.
constantly, or it
Covered topics:
vanishes.”  Customer Documentation
- Peter F. Drucker  Customer Education
 Initial Prototype
 Kick-Off Meeting
 Communication

ON DEMAND EDUCATION
Project Success Preparing for Benefits Discovery
Audience: Project Managers Audience: Business Analysts
Implementation Team
Prerequisites: None
Prerequisites: None
Length: 25 Minutes
Length: 18 Minutes
Description:
Description: Designed to explain the goals of the Benefits
This course details the elements that enable a Discovery session, how to prepare for it, and what to
successful Workday deployment and provides expect during it.
insight into the key roles, activities, and deliverables
that pave the way for success Covered topics:
 Benefits Designs and Requirements
Covered topics:  Benefits Overview
 Elements of a Successful Workday Project  Configuring Workday to Meet Your Needs
 Workday Accelerated Deployment  Workday Benefit Terminology
Methodology  Gathering Current Elections
Understanding the Initial Prototype

Business Analysts
Technical Analysts
Prerequisites: None
Length: 24 Minutes
Description:
Designed to explain the goals and process of the
Initial Prototype.
Covered topics:
 Definition of an Initial Prototype
 Purpose of the Initial Prototype
 Data Gathering Workbook
 Tips for Data Gathering

ON DEMAND EDUCATION
Advanced Report Writer: Filters and
CROSS Multi-Instance Fields
APPLICATION Audience: Report Writers (Advanced)
TECHNOLOGY Prerequisites: Report Writer
Length: 13 Minutes
Advanced Report Writer: Analytic Description:

Indicator Overview This course covers advanced Workday Report
Audience: Report Writers (Advanced) Writer topics related to the use of objects and multi-
instance fields, demonstrating how filter operators
Prerequisites: Report Writer can be used with various Class Report Fields.
Length: 10 Minutes Covered topics:

 Filter Terminology
 Data sources and Related Object
Description: Differences
Do you have a passion for Business Intelligence?  Class Report Field Types
Do you want to learn how to make your reports more  Objects and Multi-instance Fields
interesting and easier to comprehend? Then this  Numeric, Date and Boolean Filters
course is for you. Analytic indicators are used in
Workday to visually categorize and group data, Advanced Report Writer: Sharing and
indicate status, display ratings, monitor thresholds, Security
illustrate progress, and highlight data exceptions.
Audience: Report Writers (Advanced)
This course will provide the tasks, steps and
different indicators that are available to you. This Prerequisites: Report Writer
course will demonstrate a real world use case.
Expand your reporting possibilities and wow your Length: 9 Minutes
report consumers.
Covered topics: Description:

 Definition of an Analytic Indicator All reports created in Report Writer inherit powerful
 When and Why to Use an Analytic Indicator Workday security. By default, a custom report is
 Configuring an Analytic Indicator visible only to its owner. You can choose to share
your report with other Workday users, and then
anyone meeting your sharing criteria will have
access to your report.
Covered topics:
 Impact of Workday Security on Reports
Shared Across an Enterprise
 Security Groups and Field Level Security
 Sharing Custom Reports
 Security Groups and Data Sources
 Effect of Security on Report Output

ON DEMAND EDUCATION
Advanced Report Writer: Creating Advanced Report Writer: Web Services
Custom Worklets
Prerequisites: Report Writer
Length: 11 Minutes
Length: 9 Minutes
Description:
Description: Workday supports several different ways to share
A worklet is a report that can be displayed in a "tile" report data outside the Workday system, including
on the Workday home pages My Workday, All About REST-based and SOAP-based Web Services, as
Me, and Dashboard. Worklets provide quick access well as RSS feeds. This course will demonstrate
to frequently referenced data and tasks. As a tiny how to publish a custom report as a web service.
custom report, they are a convenient way to share
information within your organization. Covered topics:
 Web Services Technology
Covered topics:  What is a Web Service
 Delivered Worklets  Why Expose a Report as a Web Service
 Custom Worklets  Deploying a Report as a Web Service
 Creation and Deployment of Custom
Worklets Using Workday Report Writer
Advanced Report Writer: Creating Alerts

Using Standard Reports
Advanced Report Writer: Scheduling
Reports & the W: Drive
Length: 16 Minutes
Length: 3 Minutes
Description:
Workday Report Writer will allow you to create alerts
Description: using standard reports. This course will demonstrate
All reports created in Report Writer inherit powerful the process for creating alerts within the system.
Workday security. By default, a custom report is
visible only to its owner. You can choose to share Covered topics:
your report with other Workday users, and then  Definition of Alerts
anyone meeting your sharing criteria will have  Workday Notification Framework
access to your report.  Workday Standard Reports Used in
Expense Reporting
Covered topics:  Implementing Alerts and Notifications Based
 Improved Performance on Custom Reports
 Managing Report Criteria
 Setting Output Options
 Easy Navigation

ON DEMAND EDUCATION
HCM Benefits: Passive Event Set Up and

Processing
LIBRARY Audience: Implementation Team
Benefits Team
Partners
Payroll Benefits Business Analysts
Audience: Payroll Team
Implementation Team Prerequisites: None
Prerequisites: None Length: 28 Minutes
Length: (See Series Topics)

Description:
Passive Events are used to process changes to
Description: benefits triggered by the passage of time. Passive
Workday Tutorial for Payroll is a series of new Events can be used to manage an employee's loss
Workday On-Demand Education for end users or gaining coverage due to length of service or age
highlighting transactional processes in Workday as well as processing overage dependent
Payroll. This series of short tutorials is intended to enrollments. This course is designed to assist
bring Workday Payroll users quickly up to speed on Benefits professionals with the set up and
specific processes of Workday Payroll. scheduling of passive events in the Workday
system.
Series topics:
 Off Cycle Processes: Manual Payments Covered topics:
(9 Minutes)  The Passive Event Business Process
 Off Cycle Processes: Reversals  Defining Eligibility Rules
(9 Minutes)  Creating Benefit Event Types
 On Demand Payments  Generating Event Email Alerts
(10 Minutes)  Creating and Scheduling Passive Events
 Payroll Calculation Results Audit Report
(7 Minutes)
 Running Payroll Calculation, Complete, and
Settlement (6 Minutes)
 Viewing Payroll Results and Payslips
(5 Minutes)
 Running Pre-note Authorizations
(10 Minutes)
 Gross Up Calculations
(9 Minutes)
 Adding Payroll Input (13 Minutes)
 Payroll Input Using EIB (14 Minutes)

ON DEMAND EDUCATION
Benefits: Open Enrollment Checklist Succession Planning
Audience: Benefits Team Audience: Benefits Team
Benefits Business Analysts Partners
Workday Administrators Benefits Business Analysts
Prerequisites: None
Prerequisites: None
Length: 9 Minutes
Length: 25 Minutes
Description:
This course is designed to assist Benefits Description:
professionals with the set up and deployment of This presentation will discuss succession planning.
Open Enrollment in the Workday system. We will A succession plan contains a list of employees who
review and discuss what you need to consider as are candidates to fill a position, their readiness to
you prepare for open enrollment in the coming step into the position and whether they are
benefit plan year. considered the top successor. You can add
employees to succession plans change an
Covered topics: employee's readiness code or change who is
 Tips to Help You Avoid Problems During considered the top successor.
Open Enrollment
 Planning Before the Open Enrollment Covered topics:
Process  Succession Planning Set-up
 Creating a Succession Plan
 Succession Reports
Benefits: Open Enrollment Processing
Audience: Benefits Team
Partners
Benefits Business Analysts
Prerequisites: None
Length: 25 Minutes
Description:
This course is designed to assist Benefits
professionals with the set up and deployment of
Open Enrollment in the Workday system. We will
review and discuss what you need to consider as
you prepare for open enrollment in the coming
benefit plan year.
Covered topics:
 Overview and Initiation of Open Enrollment
 Security Considerations
 Managing Enrollments
 Coordination of Events
 Closing and Finalizing

ON DEMAND EDUCATION
Bonus Process: Bonus Plans Bonus Process: Propose Employee
Bonus Award
Audience: Compensation Partners
Managers Audience: Compensation Partners
Managers
Prerequisites: None
Prerequisites: None
Length: 18 Minutes
Length: 9 Minutes
Description:
This course is designed to assist Compensation Description:
Administrators with creating, and rolling out bonus This course covers the sub-process to Initiate Bonus
plans. Process called Propose Employee Bonus Award.

 Definition of a Bonus Process  Propose Bonus Awards
 What a Bonus Process Is  Approve Bonus Awards
 Who Can Do What
 Create a Compensation Eligibility Rule
 Create an Amount Based Bonus Plan
 Create a Waiting Period Merit Process: Merit Plans
 Create a Percent Based Bonus Plan
 Create a Time Proration Rule
 Rollout a Compensation Plant Managers
Prerequisites: None
Length: 14 Minutes
Bonus Process: Initiate
Managers Description:
This course is designed to assist Compensation
Prerequisites: None Administrators with creating, and rolling out a merit
plan.
Length: 12 Minutes
Covered topics:
 What a Merit Process Is
Description:  Who Can Do What
This course is designed to assist Compensation  Create a Merit Plan
Administrators with the initiate bonus process.  Rollout a Compensation Plan
Covered topics:
 Initiating a Bonus Process
 Bonus Process Flow
 Initiate Bonus Process
 Configure Bonus Pools
 Launch to Managers
 Manage Bonus Process Funding

ON DEMAND EDUCATION
Merit Process: Compensation Matrices Merit Process: Initiate
Audience: Compensation Partners Audience: Compensation Partners
Managers Managers
This course is designed to assist Compensation This course is designed to assist Compensation
Administrators with creating compensation matrices. Administrators with initiating a merit process.

 Create a Compensation Matrix  Compensation Process Flow
 View a Single-Target Compensation Matrix  Initiate Merit Process
 View a Multiple-Target Compensation Matrix  Configure Merit Tools
 Manage Merit Parallel Processes
 Launch to Managers
 Release Merit Statement
Merit Process: Compensation Process  Reports
Template
Managers Merit Process: Compensate Employees
Prerequisites: None Audience: Compensation Partners
Length: 10 Minutes Managers
Prerequisites: None
Length: 13 Minutes
Description:
This course is designed to assist Compensation
Administrators with creating a Compensation
Process Template. Description:
This course is covers the sub-process to Initiate
Covered topics: Merit Process called Compensate Employees.
 Purpose and Benefits of a Template
 Create a Compensation Process Template Covered topics:
 Domain Security Policy Settings
 Compensate Employees Process
 Approvals

ON DEMAND EDUCATION
Managing Supervisory Organizations Compensation: Defining and Using
and Reorganization Eligible Earnings
Audience: Workday Administrators Audience: Implementation Team
Partners
Prerequisites: None
Compensation Partners
Length: 25 Minutes Business Analysts
Compensation Business
Analysts
Description: Workday Administrators
What exactly is a reorganization event and how is it Prerequisites: None
managed? While it is basically a change in the
structure of an organization, would you know how to Length: 12 Minutes
perform one if necessary or know if your role was
authorized to do so? This course covers everything
you need to know to change the structure of a Description:
supervisory organization. In it you will learn what This course is focused on the compensation basis
administrative roles are responsible for managing type of Eligible Earnings, which can be entered for
supervisory organizations and become familiar with individual employees or loaded through an inbound
reorganization tasks and reports. In addition we’ll integration. Learn how to define and how to use
discuss the impact of a supervisory organization Eligible Earnings in your Compensation
hierarchy change to progress business processes, configuration.
such as hire and job changes and review reports
available to track these types of changes. Covered topics:
 Definition of Eligible Earnings
Covered topics:  Creating an Eligible Earnings Override
 Creating a Reorganization Period
 Dividing an Organization  Entering Eligible Earnings Override Amounts
 Changing a Superior Organization  Identifying Employees Without Eligible
 Moving Workers Earnings Entered
 Adding a New Subordinate Organization  Viewing Bonus Calculations Using Eligible
 Inactivating an Organization Earnings

ON DEMAND EDUCATION
Create and Approve a Spend Create and Approve an Expense Report
Authorization
Audience: Expense Managers
Audience: Expense Managers Workday Administrators
Prerequisites: None
Prerequisites: None
Length: 12 Minutes
Length: 12 Minutes
Description:
Description: Expense reports are the primary means by which
Spend authorizations enable employees to obtain employees request reimbursement for their
pre-approval for anticipated expenses, before they expenses. This course demonstrates how to create
enter their actual expenses in the system. This and approve an expense report from the perspective
course demonstrates how to create and approve a of employees and managers involved in the
spend authorization from the perspective of transaction. It is targeted to Workday Expense
employees and managers involved in the Managers and Administrators, but also can be used
transaction. It is targeted to Workday Expense (as part of the ESS/MSS Kit) as a deployment and
Managers and Administrators, but also can be used training aid.
(as part of the ESS/MSS Kit) as a deployment and
training aid. Covered topics:
 Requesting Reimbursement for Expenses
Covered topics:  Itemizing Expenses
 Completing a Spend Authorization Request  Attaching Electronic Receipts to an Expense
 Attaching Supporting Documents to a Spend Report
Authorization Request  Submitting an Expense Report for Approval
 Submitting a Spend Authorization Request  Reviewing Expense Report Business
for Approval Process Steps
 Reviewing Spend Authorization Business  Approving an Expense Report
Process Steps  Viewing Receipts Attached to an Expense
 Approving a Spend Authorization Report
 Denying a Spend Authorization Request  Denying an Expense Report
 Sending a Spend Authorization Request  Sending an Expense Report Back to an
Back to an Employee for Rework Employee for Rework

ON DEMAND EDUCATION
Workday Expenses Overview Expense Analytics and Reporting
Audience: Implementation Team Audience: Implementation Team
Expense Managers Report Writers
Do you need an overview of the features and Are you looking for a way to monitor and report on
configuration options that are available to you in expenses in your organization? Do you need the
Workday Expenses? If so, this course is the place tools to analyze expense report data to see if
to begin as you explore Workday’s solution for workers are complying with your travel and expense
recording, monitoring and controlling expenses. policies? Are you wondering whether the cost
controls you’ve built into the Workday system are
Covered topics: producing the benefits you expected? If so, this
 Expense Items course is for you. It provides an understanding of the
 Spend Controls Workday-delivered reports that enable you to
 Expense Reports monitor all aspects of expense reporting and policy
 Settlement compliance, and shows you how to improve
 Expense Analytics compliance by using standard reports to build
 Business Processes custom alerts and notifications.
Covered topics:
 Spend Analytic Reports
Adding Reports to a Business Process  Expense Audit Reports
 Standard Expense Reports
Audience: Implementation Team
 Report Based Alerts and Notifications
Prerequisites: None
Length: 7 Minutes
Description:
Business Processes link together actions, reports, to
dos, notifications, etc. Learn how to add reports to
any business process to make your business run
more effectively and efficiently.
Covered topics:
 Editing Business Processes
 Adding a Report
 Adding a To Do
 Configuring a Report Step
 Running a Business Process

ON DEMAND EDUCATION
Configuring Workday Expenses Part 1: Configuring Workday Expenses Part 2:
Prerequisites Expense Setup
Audience: Implementation Team Audience: Implementation Team
This course, part one of Configuring Workday Continuing where we left off in Part 1, this course
Expenses, is designed for implementation team demonstrates the key setup tasks and configuration
members who need to understand the HR, financial options within Workday Expenses. It is designed for
accounting, and other setup tasks that are implementation team members preparing for
prerequisites for deploying Expense Management. deployment as well as for administrators who are
responsible for maintaining or updating Workday
Covered topics: Expenses after the go live date
 HR and Expense Management
 Financial Accounting Set-up Covered topics:
 Payment Elections  Expense Items
 Settlement Processing for Expenses  Expense Item Groups
 Instructional Text
 Fixed, Maximum, and Actual Amount
Reimbursement Rates
 Item Attributes
 Security for Expenses
 Cost Controls

SELF-SERVICE TRAINING
The Employee Self Service Kit
Audience: All new workers and end-users
Workday Self-Service Training
Prerequisites: None
Length: Varies
If you are preparing to go live with your
Workday implementation, you may be Description:
wondering how your managers plan to train The Employee Self Service Kit is a set of worker
focused training material addressing worker issues
and bring all of your workers onboard. around self service. Relating only to processes
employees can perform themselves, topics include
Workday Knowledge Management has
requesting time off and leave, benefit enrollment,
developed the Manager and Employee Self payroll elections, and basic navigation.
Service Kits as a collection of training ESS Kit Components:

resources: documents, how-to steps, and  Facilitator Guide
 Frequently Asked Questions (FAQs)
instructional videos, designed to rapidly  Visual Demonstrations
bring productivity to your team and boost
Covered Topics
the effectiveness of your Workday roll-out. The materials provided in the kit covers topics in
these areas:
 Worklets
 Basic Navigation
 Current Benefit Elections
 Personal Information
 All About Me
 Time Off and Leave
 Benefits
 Payroll

SELF-SERVICE TRAINING
The Manager Self Service Kit
Audience: All new managers and end-
users
Prerequisites: None
Length: Varies
Description:
The Manager Self Service Kit is a collection of
training resources focusing exclusively on manager
functionality within Workday. The materials cover
functions relating to direct reports, such as recruiting
and hiring, employee and staffing changes,
compensation and performance, as well as general
topics like configuring Workday and your Inbox.
MSS Kit Components:

“The one exclusive sign
Like the Employee Self Service kit, the Manager
version contains the same type of training resources of thorough knowledge
and materials: is the power of
 Facilitator Guide teaching.”
 Frequently Asked Questions – FAQs - Aristotle
 Visual Demonstrations
Covered Topics
The materials provided in the kit covers topics in
these areas:
 Navigation
 Performance
 Time Off
 Configuring Workday
 Recruiting & Hiring
 Employee Changes and Staffing
 Inbox
 My Processes
 My Team Page
 Compensation

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Table of Contents

Training Options .................................................................................................................................... 3

CLASSROOM INSTRUCTION ............................................................................................................................ 5

VIRTUAL CLASSROOM INSTRUCTION ........................................................................................................... 9

ON-DEMAND EDUCATION .............................................................................................................................. 15

WORKDAY SELF-SERVICE TRAINING .......................................................................................................... 33

 Successfully plan for your Workday deployment

Learning Management System

Pre-Paid Training Credit Costs

Number of Credits Purchased Cost Per Credit

For more information on purchasing training email [email protected].

Workday also offers on-site training at an

WORKDAY ® KNOWLEDGE MANAGEMENT 5 TRAINING CATALOG SEPTEMBER 2011

Length: 3 Days Description:

WORKDAY ® KNOWLEDGE MANAGEMENT 6 TRAINING CATALOG SEPTEMBER 2011

Learn the fundamentals necessary to begin your

WORKDAY ® KNOWLEDGE MANAGEMENT 7 TRAINING CATALOG SEPTEMBER 2011

Workday Report Writer

Workday’s Virtual Classroom offers the Prerequisites: None

WORKDAY ® KNOWLEDGE MANAGEMENT 9 TRAINING CATALOG SEPTEMBER 2011

WORKDAY ® KNOWLEDGE MANAGEMENT 10 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: Workday Report Writer Description:

WORKDAY ® KNOWLEDGE MANAGEMENT 11 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: HCM Essentials – Navigation Length: 2 Sessions, 8 Hours Total

WORKDAY ® KNOWLEDGE MANAGEMENT 12 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: Workday Report Writer Prerequisites: Introduction to Workday Studio

WORKDAY ® KNOWLEDGE MANAGEMENT 13 TRAINING CATALOG SEPTEMBER 2011

Open Series Deployment Series Cross Application Technology

WORKDAY ® KNOWLEDGE MANAGEMENT 15 TRAINING CATALOG SEPTEMBER 2011

WORKDAY ® KNOWLEDGE MANAGEMENT 16 TRAINING CATALOG SEPTEMBER 2011

Length: 17 Minutes Description:

This course provides tips on how to create and Covered topics:

WORKDAY ® KNOWLEDGE MANAGEMENT 17 TRAINING CATALOG SEPTEMBER 2011

WORKDAY ® KNOWLEDGE MANAGEMENT 18 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: None Covered topics:

WORKDAY ® KNOWLEDGE MANAGEMENT 19 TRAINING CATALOG SEPTEMBER 2011

Description: Length: 21 Minutes

Workday Tenant Automation

WORKDAY ® KNOWLEDGE MANAGEMENT 20 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: None Prerequisites: None

Length: 16 Minutes Length: 14 Minutes

Covered topics: Covered topics:

Preparing for Project Kick-off

“Knowledge has to be Description:

WORKDAY ® KNOWLEDGE MANAGEMENT 21 TRAINING CATALOG SEPTEMBER 2011

Understanding the Initial Prototype

WORKDAY ® KNOWLEDGE MANAGEMENT 22 TRAINING CATALOG SEPTEMBER 2011

TECHNOLOGY Prerequisites: Report Writer

Advanced Report Writer: Analytic Description:

Length: 10 Minutes Covered topics:

Covered topics: Description:

WORKDAY ® KNOWLEDGE MANAGEMENT 23 TRAINING CATALOG SEPTEMBER 2011

Advanced Report Writer: Creating Alerts

WORKDAY ® KNOWLEDGE MANAGEMENT 24 TRAINING CATALOG SEPTEMBER 2011

HCM Benefits: Passive Event Set Up and

Prerequisites: None Length: 28 Minutes

Length: (See Series Topics)

WORKDAY ® KNOWLEDGE MANAGEMENT 25 TRAINING CATALOG SEPTEMBER 2011

WORKDAY ® KNOWLEDGE MANAGEMENT 26 TRAINING CATALOG SEPTEMBER 2011

Covered topics: Covered topics:

WORKDAY ® KNOWLEDGE MANAGEMENT 27 TRAINING CATALOG SEPTEMBER 2011

Prerequisites: None Prerequisites: None

Length: 8 Minutes Length: 18 Minutes