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Manager

The Manager role in Workday is assigned toÌýanyone who has employees who report to them. Workday Training has been designed to meet your specific needs as aÌýManager.Ìý

Below is a curriculum ofÌýmandatory training sessionsÌýfor Managers, to enable them to do common Workday actions such as, signingÌýjob offer letters,ÌýapprovingÌýtime off requests, andÌýapproving hours workedÌý(if their employees enter time).ÌýOptional training sessionsÌýare also available to Managers who would like to use the full spectrum of their allowed Workday actions, such asÌýinitiatingÌýpersonnel management processes for the employees reporting to them, such as job or compensation changes,Ìýrecruitment, andÌýcosting allocation.

Please consult with your HR and Academic Affairs Partners to review the level of support they provide and whether optional training sessions would be beneficial for you.ÌýÌý

Mandatory Training Topics
(Click course for details)

WKD 101: Workday Fundamentals for Managers

Duration: ≈2 hoursÌý

  • Workday Core Concepts (Business Processes, Supervisory Organizations and Security Roles)
  • Demo: Workday Navigation:

    • Worker Profile Screen

    • How to Perform an Action

    • Overview of Absence and Time Tracking Calendars

    • Approving Inbox Items (Approving Time Off Requests, Approving Hours Worked, Signing a Job Offer Letter)

    For a live online session with a Workday Trainer:

    > Select Employee Menu > Training Menu
    > Workday Training
    > Register for the appropriate course(s).

    HR Data Security

    Duration: ≈30 minutes

    • Best Practices for Data Security

    Ìý

      To view the online training video:

      > Go to Workday Training Material tab
      > Select Data Security tab
      > View eLearning Material

      Optional Training Topics
      (Click course for details)

      PJR 200: Positions & Job Requisitions

      Course Prerequisite: Workday Fundamentals

      Duration: ≈2.5 hours

      • Positions and Requisitions Fundamentals
      • Key Position Management Concepts
      • Create Position, Job Requisition and Posting Business Processes
      • Create Evergreen Requisition Business Process
      • Edit/Freeze/Close Positions and Job Requisitions
      • Unpost Job Requisitions
      • Reporting and Best Practices



        For a live online session with a Workday Trainer:

        > Select Employee Menu > Training Menu
        > Workday Training
        > Register for the appropriate course(s).
        Ìý

        REC 300: Recruiting (Part 1)

        Course Prerequisites: Workday Fundamentals andÌýPositions &ÌýRequisitions

        Duration: ≈2.5 hours

        • Recruiting Fundamentals
        • Job Application Business Process
        • Overview of Seven Sub-BPs in Selection Process.
        • Offer Business Process
        • Hire and Onboarding Business Process
        • Reporting and Best Practices

          REC 301: Academic Appointments (Part 2)

          Course Prerequisites: Workday Fundamentals, Positions & Requisitions and Recruiting

          Duration: ≈1.5 hours

          • Academic Appointment Overview
          • Academic Appointment Business Process
          • Elements of Academic Appointment in Workday
          • Reporting and Best Practices

          REC 302: Selection Committee Functionality &
          Academic Reference Check (Part 3)

          Course Prerequisites: Workday Fundamentals, Positions & Requisitions, Recruiting and Academic Appointments

          Duration: ≈1.5 hours

          Selection Committee Functionality:Ìý

          • Overview of the Job Application Business Process
          • Hiring Contingent Workers
          • Selection Committee Ranking Functionality
          • Academic Reference Check
            Ìý

          Reference Check Business Process:

          • Manually Adding a Reference
          • Submitting a Reference on Behalf of a Referee
          • Reporting and Best Practices

          EML 400: Employment Lifecycle

          Course Prerequisites: Workday Fundamentals, Positions & Requisitions and Recruiting

          Duration: ≈2 hours

          • Employment Lifecycle Fundamentals
          • Change Job Business Process
          • Add Job Business Process
          • Employee Termination Business Process
          • Reporting and Best Practices

            COS 700: Costing Allocation

            Course Prerequisite: Workday Fundamentals

            Duration: ≈1.5 hours

            • Costing Allocation Overview
            • Demo: Assigning Costing Allocations
            • Demo: Modifying Costing Allocations
            • Demo: Matching Allowance Plans with Compensation Plans

            Reinforcement Virtual Meeting Recordings (myCourses)
            (Click topic for details)

            Recruiting (Part 2): Academic Appointments
            Ìý

            Tenure Track Selection Process (Ranking Candidates)Ìý– March 8, 2021 Reinforcement Session

            Duration: ≈ 55 minÌý

            • Business Process Roles & Responsibilities
            • The Job Application Process
            • Hiring Contingent Workers
            • Demo: How to View and Rank Candidates Within the Candidate Grid
            • Relevant Job Aids & ReportsÌý
              Ìý

            Academic Recruitment – September 2021 Reinforcement Session:Ìý

            Duration: ≈ 1h 45 minÌý

            • Academic Job Application Business Process
            • Demo: External Candidate Application Process (From the perspective of the applicant.)
            • Demo: Selection Committee Functionality
            • Demo: Reference Check Functionality
            • Relevant Job Aids & Reports

                To view the online training video:

                > Go to Workday Training Material
                > Select Recruiting tab
                > View material in AcademicÌýRecruitment column

                Teaching Assistants Employment Lifecycle
                Ìý

                July 13, 2021 Reinforcement Session:

                • Overview of the How to Manage Semester-Based Positions
                • Create Job Requisition (& Position) and Post Business Process
                • Candidate Selection, Offer Process and Hire Process
                • Additional Contractual Hours vs. Additional Ad-Hoc Hours
                • Termination Process & Troubleshooting Scenario

                To view the online training video:

                > Go to Workday Training Material tab
                > Select Employment Lifecycle tab
                > Teaching Assistant Meeting Recording

                Costing Allocation
                Ìý

                Workday Fundamentals and Costing Allocation – June 25, 2020 Meeting Recording:

                • Costing Allocation Business Process
                • Costing Allocation as a Sub-Process
                  Ìý

                Costing Allocation – September 3, 2020 Reinforcement Session:

                • Assign Costing Allocation at the Worker Level
                • Costing Allocation for Create Position
                • Compensation Change (One-Time Payment)
                • Time Entry Costing Allocation Override
                • Additional Job (CRC Tier)
                • Data Change (Reappointment)
                • One-Time Payment
                  Ìý

                Costing Allocation – December 7, 2021 Reinforcement Session:

                • Overview of Costing Allocation
                • Demo: Assigning or Modifying Costing Allocation
                • Demo: Matching Allowance Plans with Compensation Plans

                Ìý

                  To view the online training video:

                  > Go to Workday Training Material tab
                  > Select Costing Allocation tab
                  > Meeting recordings
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