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Staff
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Training Resources for Staff
If I am…
I should consider the following resources
A Staff Member New to Workday
Logging in to Workday
My Tasks (the new Workday Inbox)
My Tasks (the new Workday Inbox) (Video)
Workday Navigation and Search
Using the Training and Support App (Video)
Working on Adademic Advising
Advisor Roles and Academic Record Assignments
Advisor Roles and Cohort Assignments
Advisor Assignment and Support Network
Advisor Assignment and Support Network – Advisors (Video)
Advisor Dashboard
Advisor Dashboard Overview (Video)
Emailing Your Advisees
Exploring Program of Study (What-if Scenario) for Advisors
Explore Program of Study – Advisors (Video)
Managing Academic Planning (Advisors and Registrars)
Managing Special Populations (Student Cohorts) for Advisors
Managing Student Holds for Advisors
Sending Student Engagement Plans
Viewing Advisees
View Advisee Registration Appointments
Advising Notes in Workday (Video)
Working on Academic Foundation components
Create and Edit a Program of Study in Workday Student
Understanding Academic Calendars
Understanding Academic Terminology in Workday
Understanding Academic Units
Viewing Transfer Credit
Grading Configuration
Working on Curriculum Management
Course Equivalencies
Creating a Course in Workday Student
Creating and Editing Course Sections – Other Course Section Managers
Creating and Editing Course Sections – Registrars
Create Co-located Courses
Edit Course
Manage Course Tags in Workday
Managing Cross-listed and Co-located Courses
Relationship Between Course Bulletin and Course Definition
Understanding Courses and Course Sections
Viewing Course Section Information
Viewing a Program of Study
Managing Student Records
Add Student Accomplishments Using Cohorts to Track Graduate Student Requirements
Changing a Student’s Primary Program of Study Reporting Record
Creating Academic Requirement Overrides
How to Designate a Student as Deceased
How to Register a Student – Registrars
Institutional Withdrawal Processing
Managing Course Section Waitlist
Manage International Student Records
Manage Overriding Academic Requirements
Manage Program Completion
Viewing Academic Progress – Advisors and Staff (Video)
Manage Student Athletic Information
Manage Student Cohort Membership (for Registrars)
Managing Student Documents
Managing Student Holds for Advisors
Managing Student Holds for Administrative Staff
Managing Student Information (Registrars)
Managing Transfer Credit
Manage Transfer Credit Evaluation Requests
Mass Registration
Processing Canceled or Deferred Applications
Processing Suspensions and Dismissals
Processing Transcripts – Registrars
Program of Study and Advisor Change Process for Department Coordinators
Program of Study and Advisor Change for Registrar Staff
Reporting in Workday
Student Cohorts – Add and Remove Students
Student Leave of Absence Processing and Return
Student Notes
Student Photos for Instructors and Advisors
Understanding Course Registration for Advisors, Instructors and Departmental Coordinators
Understanding Course Repeats
Understanding Student Record Status
Understanding the Graduate/Professional Academic Progress Report
Understanding the Undergraduate Academic Progress Report
Understanding Program of Study Change (Graduate)
Understanding Program of Study Change (Undergraduate)
Understanding Waitlists and Reserved Seating
Viewing Student Housing Assignments
Viewing Waitlist Status for Faculty and Advisors
Workday Reporting for Department Coordinators
Working on a part of Student Core
Viewing and Maintaining Military Status
Working on Financial Aid
Financial Aid Award Items
How to Set Up a Financial Aid Foundation
Working on Student Financials
Cohorts for Student Financials
Student Financials Engagements for Business Officers
Student Financials for Business Officers
Student Financials Holds for Business Officers
Managing Student Employees
Manager Dashboards (My Team, Time and Absence, Management Reporting) for viewing employee information, managing team time and PTO, and report tools
How to view employee hours
How to access the new My HR Report section for Talent Liaisons and Hiring Managers
Understanding the process of Reorganizing your Organizations within Workday
Understanding Supervisory Organizations in Workday, as well as Organizational Roles, Assignments, Hierarchy, and Creating and Changing Organizations
How to change the physical location and work space of the worker when all other job details remain the same
How to demote a worker from one position to another with a lower pay range and different title either in the same or different Supervisory Organization
Overview of what a delegation is and how you can create a delegation in Workday
How to Create a Delegation in Workday
How to delegate finance related tasks to individuals so they can complete them on your behalf
Completing a Task as a Delegate
This video will show you how to create a delegation in Workday
A Member of the Admissions Team
Managing Application Grouping in Workday Student
Managing Student Tags for Admissions
Viewing and Managing Student Application Types in Workday Student
Managing My Personal Financials
Add and manage direct deposits
Steps for viewing and printing pay slips and viewing and updating withholding elections
How to Locate Your Compensation History (Video)
Troubleshooting Workday
How to submit emails or remedy tickets to HR for Workday support
Use this link to submit general Workday help requests