New Director/Manager Workday Training Topics

This Article aims to outline training topics that should be covered to help offer an overview of Workday to new Directors/Managers.

This list is designed to be overly inclusive and includes some topics which have corresponding Fresh Service Solutions and some topics that do not.

Depending upon the size of a department, Directors may be solely responsible for administrative tasks for their department or there may be layers of managerial hierarchy which can determine a different division of tasks.

For all your workday-related questions, you can write to workday@wi.mit.edu to open a FreshService ticket.

For other IT-related questions, you can write to ithelp@wi.mit.edu to open a FreshService ticket.

For questions that are policy related, please reach out to the Administrative department in charge of a given task.

Workday Basics

Workday Basics and Core Concepts:
- eLearning: https://ithelp.wi.mit.edu/support/solutions/articles/21001344570
- Job Aid: https://ithelp.wi.mit.edu/support/solutions/articles/21001344618
Workday Glossary: https://ithelp.wi.mit.edu/support/solutions/articles/21001344571
Employee Self Service Overview: https://ithelp.wi.mit.edu/support/solutions/articles/21001344923

Human Capital Management (HCM)

Team Management

My Team (For Managers) - https://ithelp.wi.mit.edu/support/solutions/articles/21001355809
Job and Position Management: https://ithelp.wi.mit.edu/support/solutions/articles/21001349992

Time Keeping

Review/Approve Time - Hourly Employees: https://ithelp.wi.mit.edu/support/solutions/articles/21001356177
Enter/Approve Time Off: https://ithelp.wi.mit.edu/support/solutions/articles/21001344924

Recruiting

Candidate Management: https://ithelp.wi.mit.edu/support/solutions/articles/21001344936
Review Candidates: https://ithelp.wi.mit.edu/support/solutions/articles/21001344938
Start Job Requisitions:
- Job Aid: https://ithelp.wi.mit.edu/support/solutions/articles/21001344939
- eLearning: https://ithelp.wi.mit.edu/support/solutions/articles/21001344936

Staffing Actions

Hire Employee: https://ithelp.wi.mit.edu/support/solutions/articles/21001349988
Contract Contingent Worker: https://ithelp.wi.mit.edu/support/solutions/articles/21001349986
Job Changes:
- eLearning: https://ithelp.wi.mit.edu/support/solutions/articles/21001355732
- Job Aid: https://ithelp.wi.mit.edu/support/solutions/articles/21001349983
Terminations: https://ithelp.wi.mit.edu/support/solutions/articles/21001349990

Compensation

Request Compensation Change: https://ithelp.wi.mit.edu/support/solutions/articles/21001344928
Request One-Time Payment: https://ithelp.wi.mit.edu/support/solutions/articles/21001344929

Employee Performance Reviews

Initial Period of Employment Reviews: https://ithelp.wi.mit.edu/support/solutions/articles/21001344941
Annual Performance Reviews: https://ithelp.wi.mit.edu/support/solutions/articles/21001777131

Financial Operations

Core Financials

Foundation Data Model
- Basic Reference: https://ithelp.wi.mit.edu/support/solutions/articles/21001344667
- Advanced Reference Guide: https://ithelp.wi.mit.edu/support/solutions/articles/21001344668

Tasks

Expense Reports
- eLearning: https://ithelp.wi.mit.edu/support/solutions/articles/21001344669
- Job Aid: https://ithelp.wi.mit.edu/support/solutions/articles/21001344670
Create Miscellaneous Payee/Payment: https://ithelp.wi.mit.edu/support/solutions/articles/21001344713
Approve Spend Transactions: https://ithelp.wi.mit.edu/support/solutions/articles/21001344623

Procurement

Create Requisition: https://ithelp.wi.mit.edu/support/solutions/articles/21001344877
Create Supplier Invoice Request: https://ithelp.wi.mit.edu/support/solutions/articles/21001344878
Verify Procurement Card Transaction: https://ithelp.wi.mit.edu/support/solutions/articles/21001344714

Reporting

Cost Center Manager Dashboard: https://ithelp.wi.mit.edu/support/solutions/articles/21005287539
Reporting 101: https://ithelp.wi.mit.edu/support/solutions/articles/21001345027
Key Workday Reports: https://ithelp.wi.mit.edu/support/solutions/articles/21001355911
Drilling Into Reports (10 minute video): https://ithelp.wi.mit.edu/support/solutions/articles/21004646541
Creating Worksheets with Live Data Refresh: https://ithelp.wi.mit.edu/support/solutions/articles/21001816867
Demo: Create Worksheets: https://ithelp.wi.mit.edu/support/solutions/articles/21001816931

Adaptive

https://ithelp.wi.mit.edu/a/solutions/categories/21000073921

Transfer large files:

sendit: https://sendit.wi.mit.edu/auth/signin