Workday Training

Learn to use Workday@°Ç¸ç³Ô¹Ï your way! We’ve put together a complete training library to deliver Workday training tailored to your needs. Use the categories below to discover what you want to learn, how and when you want to learn it. Bookmark this page for quick access to…

  • Step-by-step written Job Aids
  • Self-Directed Video Demos and Snippets
  • Information is also available in our FAQs and Glossary (see links on side panel)

 

Self-Directed Job Aids and Short Videos

 

Workday Essentials For All Employees

1. Logging in

To login, go to

Enter your username followed by @goucher.edu (for example, jodoe001@goucher.edu)

Enter your °Ç¸ç³Ô¹Ï Password

2. Basic Overview and Navigation - START HERE!

Video Overview

This video is designed for everyone as a first look and orientation to the Workday experience.

(6 minutes)

Job Aids

  • - overview of Workday homepage and basic features
  • - customize my Workday experience including notifications (Traducción al español próximamente.)
  • - view items that require my attention and take action
  • - check the status of my request or cancel an action
  • / - add the Workday app to my phone or tablet

3. Your Employee Profile and Personal Information

Video Overview

Employee self-service in Workday starts with your profile. This video introduces all employees to the personal information they can view and manage in Workday.

Job Aids

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4. Payroll and Benefits Self-Service

Payroll Self-Service


Video Snippet

Job Aids

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Benefits Self-Service


Job Aids

 

Time, Leave, and Absences

Entering Time Worked (Hourly and Union Staff)

Union Staff: Clocking In/Out On A Timeclock


Job Aids

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Non-Union Non-Exempt Staff & Student Workers: Entering Hourly Time Worked


Job Aids

Leave & Absences Self Service for Staff and Student Workers

Job Aids

  • - request time off for myself (vacation, sick, jury duty, bereavement, etc.)
  •  - request time off for myself (Maryland Sick Leave)
  • - view my available vacation, sick and community service leave hours
  • - request FMLA leave and paid time off for qualifying circumstances

 

Working With Money In Workday (All Employees As Needed)

Financial Tasks Overview

Job Aids

  • Financial Tasks Overview Sheet - view a list of common financial tasks and their related instructions, forms, and support information, all in one place
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Purchasing and Procurement

Video Snippets

Job Aids

  •  - create a Purchase Order from a supplier/vendor quote
  • - request a Purchase Order payment when goods/services are received
  • - reconcile/code purchase card transactions
  • - add a new supplier/vendor to Workday, including contractors under PSA agreements
  • - submit an invoice for payment without a Purchase Order, or request payment for any non-employee, including student awards/reimbursements and contractors under PSA agreements

Handling Expenses

Job Aids

  • - get advanced approval for travel related expenses and cash advance requests
  • - get reimbursed for non-purchase card, out-of-pocket business expenses, such as mileage
  • - reconcile personal expenses accidentally charged to the °Ç¸ç³Ô¹Ï credit card
  • - set up one-time or ongoing payroll deductions for a reimbursement to the College, a donation to the °Ç¸ç³Ô¹Ï Fund, or as a credit to a student billing account

Cost Center Lookups

Job Aids

 

Workday for Special Roles: Financial Oversight

Workday for Cost Center Managers

 Job Aids

  • - view summary of Cost Center Manager tasks and responsibilities

Financial Review and Reporting

Job Aids

  •  (For Division Budget Specialists Only) - transfer budgeted funds or change existing budget
  •  - run budget reports in Adaptive
  •  - a list of available budget reports with descriptions and details

Workday for Purchase and Expense Approvers

Video Snippets

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Job Aids

  • - give approval to create Purchase order 
  • - give approval to pay expenses not on a Purchase Order
  • - give approval to pay an invoice
  • - delegate own approvals to another employee or complete approvals delegated to you

 

Workday for Special Roles: People Managers and Supervisors (Manage My Team and Hiring)

Managing Team Time, Pay & Paid Leave

Job Aids

  • - review and approve/reject timesheets for non-exempt direct reports
  • - approve, deny, and manage time off requests submitted by your direct reports; submit time off requests on behalf of a direct report
  • - delegate approvals to another employee or complete approvals delegated to you
  • - request FMLA leave (continuous and intermittent) and paid time off on behalf of a direct report; temporarily reassign business processes for direct reports on continuous leave
  • - create pay events for adjunct faculty, faculty committee work, and class overages, as well as payments for interns, graduate assistants, and residential life assistants

Managing Staff Hiring and Job Changes

Job Aids

  • - create job requisition needed to post a job to hire full-time or part-time regular or temporary staff
  • - manage existing job requisitions and hire staff
  • - initiate a transfer, promotion, or job change for a direct report
  • - view list of compensation grades to select during the hiring process
  • - end a job, end more than one position or terminate a direct report

Managing Faculty Hiring and Job Changes

Job Aids

  • - create job requisition needed to post a job to hire full-time tenure and non-tenure track faculty
  • - view list of compensation grades to select during the hiring process
  • - add an academic appointment for a faculty member, including rank and tenure status
  • - initiate a transfer, promotion, or job change for a direct report
  • - end a job, end more than one position or terminate a direct report

Managing Person of Interest Hiring and Job Changes (Volunteers, Contractors, Etc.)

Job Aid

  • - contract a person of interest (volunteer or contractor) who needs access to °Ç¸ç³Ô¹Ï's campus, and/or systems, or end the contract for a person of interest