Workday Training Course

Lesson 1 • Navigating the Workday Interface

Covers the global navigation bar, worklets, search functionality, and menu organisation. Enables efficient movement across modules without prior system experience.

Lesson 2 • Understanding Workday Terminology

Defines key terms such as worker, position, supervisory organisation, and security role. Accurate terminology use is essential for configuring and communicating about the system.

Lesson 3 • Workday Architecture and Core Concepts

Introduces the tenant model, object-based data structure, and role of business processes. Establishes the mental model needed for all subsequent platform interactions.

Lesson 1 • Organisational Structures in Workday

Explains supervisory organisations, cost centres, and company hierarchies as the backbone of HCM data. Correct org setup is prerequisite to all worker transactions.

Lesson 2 • Hiring and Onboarding Workers

Walks through the hire business process, position creation, and onboarding task assignment. Learners complete a full hire transaction from requisition to active worker status.

Lesson 3 • Termination and Offboarding Processes

Guides learners through voluntary and involuntary termination steps, including offboarding checklists. Proper termination ensures data integrity and downstream payroll accuracy.

Lesson 4 • Managing Job and Compensation Changes

Covers lateral moves, promotions, transfers, and total reward adjustments within the change job process. Learners understand approval routing and effective dating for each transaction.

Lesson 1 • Auditing and Troubleshooting Access Issues

Uses security audit reports and the View Security for Securable Item tool to diagnose access problems. Learners resolve common permission errors without escalating every issue.

Lesson 2 • Assigning and Managing Security Roles

Demonstrates how to assign roles to workers, review current assignments, and remove access. Learners apply least-privilege principles to real assignment scenarios.

Lesson 3 • Security Role Fundamentals

Defines role-based access control, security groups, and the intersection of roles with org scope. This foundation prevents misconfiguration in all subsequent security tasks.

Lesson 1 • Troubleshooting Process Errors

Covers common business process errors, the process monitor tool, and rescind and retry actions. Learners resolve stuck or failed processes without data loss.

Lesson 2 • Notifications and Alerts Configuration

Teaches how to configure business process notifications, custom alerts, and reminder schedules. Timely notifications reduce process delays and improve stakeholder awareness.

Lesson 3 • Testing and Validating Business Processes

Introduces sandbox testing, process simulation, and validation checklists before production deployment. Rigorous testing prevents broken workflows from reaching end users.

Lesson 4 • Configuring Approval Chains

Covers routing rules, condition rules, and role-based approver assignment within approval steps. Learners build approval chains that reflect real organisational authority structures.

Lesson 1 • Completing Payroll Settlement

Covers payment election setup, direct deposit processing, and payroll settlement finalisation. Learners understand the steps that move funds and generate pay slips.

Lesson 2 • Payroll Fundamentals in Workday

Introduces pay groups, pay periods, and the payroll processing calendar as structural prerequisites. Understanding these elements is required before running any payroll calculation.

Lesson 3 • Earnings and Deduction Codes

Explains how to create and assign earning and deduction codes, including pre-tax and post-tax types. Correct code setup drives accurate gross-to-net calculations.

Lesson 4 • Running and Reviewing Payroll Calculations

Walks through the calculate payroll, review results, and correct errors sequence before finalising. Learners interpret payroll result details and identify discrepancies efficiently.

Lesson 1 • Benefits Reporting and Carrier Connections

Introduces standard benefits reports and carrier file generation for third-party integrations. Accurate reporting supports carrier billing reconciliation and regulatory filings.

Lesson 2 • Configuring Enrolment Events

Covers open enrolment event setup, passive and active election rules, and enrolment period dates. Learners launch enrolment events that guide employees through self-service elections.

Lesson 3 • Benefits Programme Architecture

Defines benefit programmes, benefit plans, coverage types, and eligibility rules as foundational objects. Correct architecture ensures employees see only the plans they qualify for.

Lesson 1 • Dashboards and Worklets

Covers building and sharing dashboards that surface key metrics through charts and report worklets. Learners configure role-specific dashboards for operational and executive audiences.

Lesson 2 • Calculated Fields and Expressions

Teaches how to create calculated fields using functions, conditions, and field references within reports. Calculated fields extend report capability beyond raw data retrieval.

Lesson 3 • Scheduling and Distributing Reports

Explains scheduled report setup, output format options, and delivery to users or external systems. Automated distribution reduces manual effort and ensures timely data delivery.

Lesson 4 • Building Custom Reports

Guides learners through data source selection, field addition, filtering, and sorting in the report builder. Learners produce a functional custom report from a blank canvas.

Lesson 1 • Tenant Configuration Best Practices

Covers naming conventions, configuration documentation, and change management for tenant settings. Consistent practices reduce errors and support long-term system maintainability.

Lesson 2 • Monitoring and Maintaining Integrations

Covers integration system logs, error notification setup, and scheduled integration monitoring. Proactive monitoring prevents silent integration failures from corrupting downstream data.

Lesson 3 • Building EIB Integrations

Walks through inbound and outbound EIB setup, field mapping, and transformation using XSLT. Learners build a functional data load integration from template to test run.

Lesson 4 • Workday Integration Architecture Overview

Introduces Enterprise Interface Builder, Workday Studio, and REST and SOAP API options at a conceptual level. Learners select the right integration tool for each use case.