Training Catalog

Register for Workday Training

To register for Workday's current instructor-led training (ILT) courses, webinar sessions, computer-based learning (CBLs), and curriculum (mixed – ILT and CBL course) log into ULearn at ulearn.miami.edu. Once you have logged into ULearn, use the relevant keyword(s) below to search for Workday training. For technical assistance with ULearn, please contact the UMIT Service Desk at (305) 284-6565 or help@miami.edu.

Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM."

Finance Trainings

Course Title
Description
Target Audience

Workday FDM

Training Type: CBL

This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, including Company, Cost Centers, and driver Worktags.

Keyword: "FDM"

All Workday Roles

Workday Foundational Concepts

Training Type: CBL

This one-hour CBL is highly recommended to gain an understanding of basic Workday concepts prior to attending your first Workday Finance instructor-led training session.

Keyword: "Concepts"

All Workday Roles

Workday Gifts 101

Training Type: CBL

This fifteen-minute CBL provides a basic understanding of the Gifts functionality in Workday. It will introduce new terminology and roles, provide an overview of Gifts administration at the University, and highlight key changes for departments.

Keyword: "Gifts 101"

All Workday Roles

Workday Grants 101

Training Type: CBL

This thirty-minute CBL provides a basic understanding of the Grants functionality in Workday. It will introduce new terminology and roles, provide a review of the Grants lifecycle, and highlight key changes for ORA and department activities.

Keyword: "Grants 101"

All Workday Roles

Workday Grants 102

Training Type: Video

This one-hour recorded webinar is highly recommended for anyone who currently manages Awards in Workday to learn more about:

  • Awards vs. Grants in Workday
  • Billing and invoicing
  • Budget
  • Subawards
  • Reports
  • Using Grants in HR/Payroll transactions

Keyword: "Grants 102" 

Workday Finance Role:

  • Cost Center Sponsored Program Manager 

Workday Security 101

Training Type: CBL

This one-hour CBL reviews how security roles function in Workday, which impacts what users can see and do in the system. It provides an overview of department-assigned roles, introducing new roles and exploring changes to existing roles. Additionally, it outlines the process for assigning roles to users prior to Finance implementation. 

Keyword: "Security 101"

All Workday Roles

Workday Security 102: Cost Center vs. Driver Worktag Roles

Training Type: Video

This ninety-minute recorded webinar covers the following topics about Workday Finance:

  • Overview of roles assigned to individual units (does not include Central Office roles)
  • Cost Centers or Cost Center Hierarchies vs roles assigned to Driver Worktags
  • Extending roles to Driver Worktags
  • Overview of role assignment search for yourself, your team, and Cost Center(s)
  • Workday Security Roles in Reports, the University of Miami's dynamic Business Intelligence (BI) portal
  • Workday Role Request Forms

 Keyword: "Security 102"

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager 
  • Finance Reviewer
  • Sr. Business Manager
  • Sr. Business Officer

Workday Finance for Principal Investigators (PIs)

Training Type: Video

This 45-minute recorded webinar provides an overview of award and grant information in Workday for Principal Investigators (PIs), including:

  • Navigation in Workday
  • Award and Grant Lifecycle in Workday
  • New Workday Terminology
  • Using Grants in HCM/Payroll Transactions

Keyword: "Workday for PIs"

Workday Finance Role:

  • Principal Investigator (PI)

 

Workday Finance Overview for Faculty and Researchers (August 2017)

Training Type: Video

This one-hour recorded webinar provides an overview of Workday Finance for Faculty and researchers to learn more about:

  • Changes to purchasing and reimbursement processes
  • Workday's Financial Data Model (FDM)
  • Reporting

Keyword: "Faculty and Researchers"

  • Faculty
  • Researchers

Workday Finance: Ask the Experts (November 2017)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Security roles
  • Delegation
  • Workday request forms
  • Additional resources

Keyword: "Ask the Expert"

All Workday Roles

 

Workday Finance: Ask the Experts (December 2017)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Assign a cart in UMarketplace
  • Create an Expense Report
  • Finance reports in Workday
  • Additional resources

Keyword: "Ask the Expert"

All Workday Roles 

Workday Finance: Ask the Experts (February 2018)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Verify Procurement Card (P-Card) Transactions
  • Non-Employee and Student Expense Reimbursement Form
  • Create Change Order
  • Additional resources

Keyword: "Ask the Expert"

All Workday Roles

Workday Finance: Ask the Experts – Grants (March 2018)

Training Type: CBL

This one-hour recorded webinar covers the following Workday Finance topics:

  • Award components in Workday

Grant reports

  • Award role assignments by the Office of Research Administration (ORA)

Keyword: "Ask the Expert"

 

Workday Finance Roles:

  • Cost Center Sponsored Program
  • Grant Manager
  • Grant Reviewer
  • Principal Investigator (PI)

Workday for Approvers

Training Type: Video

  • Financial Data Model (FDM) dimensions
  • Delegation
  • Straw Model for Workday Finance business processes (BPs)
  • Review of BPs approved by each Workday Finance role
  • Reporting for approver roles

Keyword: "Approvers"

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Manager
  • Program Manager
  • Sr. Business Manager

Workday: Accounting Journals

Training Type: ILT

 

  • Financial Data Model (FDM) dimensions
  • Create Accounting Journal BP, including replenishing petty cash funds
  • Unpost Accounting Journal BP
  • Create Intercompany Accounting Journal BP
  • Create Recurring Journal Template BP
  • Reporting related to Financial Accounting

Keyword: "Journals"

Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM 101."

Workday Finance Role:

  • Accountant

Workday: Ad Hoc Bank Transactions

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to deposits or withdrawals
  • Create Ad Hoc Bank Transaction BP
  • Reporting related to deposits or withdrawals

Keywords: "Ad Hoc"

Workday FDM is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: "FDM."

Workday Finance Role:

  • Deposit Specialist


Workday: Check Requests

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to check requests
  • Create Supplier Request BP
  • Create Supplier Invoice BP
  • Reporting related to check requests

Workday Finance Role:

  • Expense Data Entry Specialist
  • Procurement Data Entry Specialist

Workday: Expenses

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to Expenses, emphasizing Driver Worktags
  • Create Spend Authorization BP
  • Create Expense Report
  • Create Non-Employee Expense Report
  • Reporting for Expenses

Keyword: "Expenses"

Workday FDM is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: "FDM."

Workday Finance Roles:

  • Employee As Self
  • Expense Data Entry Specialist 

Workday: Payroll Accounting

Training Type: ILT

  • Change Organization Assignments BP
  • Assign Costing Allocations BP using non-Grant Driver Worktags
  • Create Payroll Accounting Adjustment BP using non-Grant Driver Worktags
  • Reporting related to Payroll Accounting

Keyword: "HR/Payroll"

Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM."

Workday Finance Roles:

  • Cost Center Manager
  • Finance BPI

Workday: Procurement

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to Procurement, including Driver Worktags
  • Create Purchase Requisition BP
  • Create Change Order BP
  • Reporting for Procurement

Keyword: "Procurement"

Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM."

Workday Finance Roles:

  • Employee As Self
  • Procurement Data Entry Specialist

Workday for Internal Service Providers (ISPs)

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to Internal Service Provider (ISP)/Internal Service Delivery (ISD)
  • Create ISD BP
  • Explain use of internal catalog
  • Reporting related to ISP/ISD

Keyword: "ISP"

Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM."


Workday Finance Roles:

  • ISP Analyst
  • ISP Manager

Workday Reporting Webinar Series - How Do I Find It? 

Training Type: Webinar

These one-hour webinars showcase new and existing reports currently available to analyze your data. Subject matter experts discuss report usage based on security roles in Workday, demonstrate running the reports, and answer questions. Click here for more information about each webinar in the series.

Keyword: "Workday Reporting"

Each webinar is targeted to the Workday security role(s) able to run the reports covered.

Workday Reporting Webinar: How Much Do I Have? (March 2018)

Training Type: Video

This one-hour recorded webinar provides an overview of reports used to view summary balances by Worktag. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:

  • Summary Balances by Driver Worktag Dashboard
  • Summary Balances by Program
  • Summary Balances by Gift
  • Summary Balances by Project
  • Transaction Audit Report
 Keyword: "Workday Reporting"

Workday Finance Roles:

  • Accountant
  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Finance Reviewer
  • Gift Reviewer
  • Program Manager
  • Program Reviewer
  • Project Reviewer
  • Sr. Business Manager

Workday Reporting Webinar:Whom Did I Pay? (March 2018)

Training Type: Video

 

This one-hour recorded webinar provides an overview of reports used to view salary details. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:

  • FIN-PAY-Salary Detail
  • FIN-PAY-Salary Analysis

 Keyword: "Workday Reporting"

 

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Finance Reviewer
  • Sr. Business Manager

Workday Reporting Webinar: What Did I Pay For? (March 2018)

Training Type: Video

This one-hour recorded webinar provides an overview of reports used to view transaction details. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:

  • FIN-P2P-POs with Open Encumbrances by Organization
  • FIN-P2P-Supplier Invoice Lines by Organization
  • FIN-ACC-Enhanced Journal Line Detail

Keyword: "Workday Reporting"

Workday Finance Roles:

  • Accountant
  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Finance Reviewer
  • Procurement Data Entry Specialist

Workday Finance: Ask the Experts – Match Exception (April 2018)

Training Type: Video

This one-hour recorded webinar covers the Match Exception process that went into effect on April 2, 2018.

Keywords: "Match Exception"

 

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager

Workday Ask the Experts – P-Card (July 2018)

Training Type: Video

 

This one-hour recorded webinar covers
P-Card/Travel Card Policy, Travel Card Reconciliation, and PCard Reconciliation.
Keywords: "Ask the Expert"
  • P-Card Holder (Employee as Self)

Workday Finance Role:

  • Procurement Data Entry Specialist

 

*Note: A user must attend appropriate Workday HR training prior to requesting the Workday roles of HR Partner and/or HR BPI. If proof of appropriate training completion is not submitted along with the Security Role Request Form, the roles of HR Partner and HR BPI will not be granted.

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HR Trainings

Course Title
Description
Target Audience

Workday Basics 

Training Type: CBL

  • Overview of Workday Navigation
  • Key Workday Concepts
  • Employee Self-Service

Keywords: "Workday Basics"

All Workday Roles

Workday for Faculty eRecruiting Roles

Training Type: ILT

  • eRecruiting Key Concepts and Navigation
  • Manage Candidates
  • Assign eRecruiting Roles
  • Reporting related to eRecruiting

Keywords: "Faculty eRecruiting"

Workday HR Roles:

  • Recruiter
  • Primary Recruiter

Workday for HR BPIs
 

Training Type: Curriculum

  • Key Workday Concepts
  • Job Requisition
  • Hire and Onboarding
  • Compensation and Pay Changes (including Period Activity Pay)
  • Job Changes
  • Multiple Jobs
  • Termination

Keywords: "HR BPI"

Note: To receive credit for this curriculum, you must complete the Workday Basics CBL and attend the instructor-led training session of Workday for HR Partners and HR BPIs.

Workday HR BPI

Workday for HR Partners 


Training Type: Curriculum

  • Key Workday Concepts
  • Job Requisition
  • Hire and Onboarding
  • Compensation and Pay Changes (including Period Activity Pay)
  • Job Changes
  • Multiple Jobs
  • Termination

Keywords: "HR Partner" 

Note: To receive credit for this curriculum, you must complete the Workday Basics CBL, attend the instructor-led training session of Workday for HR Partners and HR BPIs, and complete the Leave Management CBL.

Workday HR Roles:

  • HR Partner
  • Manager (supervising multiple employee types)

Workday for I-9 Verifiers

Training Type: CBL

  • Complete Form I-9, Section 2
  • Amend Form I-9
  • Update Form I-9 Receipts
  • Complete Form I-9, Section 3
Keywords: "I-9 Verifier"

Workday I-9 Verifier

Workday: Student Employee Hiring Process 


Training Type: Video

  • Hiring Student Employees into Shell Jobs
  • Adding Student Job Assignments
  • Pay Changes
  • Ending Student Job Assignments

Keywords: "Student Hiring"

Workday HR Roles that only support Student Organizations:

  • HR Partner
  • HR BPI
  • Manager 

Workday: Leave Management

 

Training Type: CBL

  • Request Leave of Absence
  • Delegate an employee’s Workday Inbox
  • Request Return from Leave
Keyword: "Leaves"

Workday HR Roles:

  • HR Partner
  • Manager

Workday: Payroll Accounting 

Training Type: ILT

  • Change Organization Assignments BP 
  • Assign Costing Allocations BP using non-Grant Driver Worktags 
  • Create Payroll Accounting Adjustment BP using non-Grant Driver Worktags 
  • Reporting related to Payroll Accounting 

Keyword: "HR/Payroll" 

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM 101."

Workday Finance Roles: 

  • Cost Center Manager
  • Finance BPI 
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Related Trainings

Course Title
Description
Target Audience

Workday: Processing Manual Journals for Sponsored Salaries

Training Type: ILT

This training is offered by the Office of Research Administration (ORA).

  • Summarize what comprises effort on a sponsored account
  • Gain an understanding of when and how to do a manual journal
  • Describe the requirements needed by ORA for a manual salary journal

Keywords: "Manual Journals"

Workday Finance Roles:
  • Cost Center Managers
  • Cost Center Sponsored Program Managers
  • Finance Business Process Initiators 
Business Intelligence (BI): FDM Update

Training Type: Video

 

Overview of changes to the business intelligence (BI) portal to assist in translating FRS data to Workday FDM values

Keywords: "BI Solution"
  • Microstrategy Users

Workday Finance Roles:

  • Cost Center Managers
  • Finance Reviewers

Business Intelligence (BI) Update

Training Type: Video

  • Standard and Ad Hoc reports
  • Overview of reports with Budget, Eliminations, Obligations, and Commitments
  • Review Phases 2 and 3 with CaneLink Student and Workday HR data

Keywords: "BI Solution"

 

  • Microstrategy Users

Workday Finance Roles:

  • Cost Center Managers
  • Finance Reviewers

 

Purchasing Card Education (U.S. Bank)

Training Type: CBL

  • Provides P-Card policies, procedures and other important information for cardholders and their supervisors.
  • Verify P-Card transactions BP in Workday

Keywords: "U.S. Bank"

  • P-Card Holder (Employee as Self)

Workday Finance Role:

  • Procurement Data Entry Specialist 

Workday Ask the Experts: Business Intelligence (BI) (June 2018)

Training Type: Video

 

This 30-minute recorded webinar covers the following Business Intelligence (BI) topics:

  • Accessing reports
  • Security
  • Available reports
  • Future developments

Keywords: "BI Solution"

 

Workday Finance Roles:

  • Cost Center Manager
  • Finance Reviewer
  • Senior Business Manager
  • Senior Business Officer
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