This guide presents instructional materials pertaining to Workday Fundamentals. These are topics about Workday functionality that span across all functional areas. Each topic is hyperlinked to its webpage on Workday Help. Materials are presented in one of these formats:
- Reference Guides contain useful information and data on a topic.
- Webinars are recordings of live seminar sessions presented by Workday Services.
- Video Help are succinct step-by-step videos that provide instructions for a specific process.
- Online Courses are self-paced, Security Role based trainings that provide insight and instructions for a specific process.
Training Materials
| Title | Type | Targeted Audience |
|---|---|---|
| Working in Workday for Employees This course is designed to introduce Employees to the Workday application. Topics covered include Workday Basics, Navigating Workday, Employee Self-Service, and Workday Support. |
Online Course | All Security Roles |
| Working in Workday for Managers This course is designed to introduce the Workday application to Managers within the Texas A&M University System. |
Online Course | All Security Roles |
| Workday Core Concepts for Security Roles The purpose of this course is to provide you with an introduction to Workday from the perspective of an HR, Payroll, and Benefits professional who supports Employees and Retirees. |
Online Course | All Security Roles |
| Workday Advanced Navigation for Security Roles This course is designed to introduce functions and shortcuts to better navigate Workday to all persons with security roles, such as HR Contact, Benefit Partner, Payroll Partner and more, within the Texas A&M University System. |
Online Course | All Security Roles |
| Custom Other IDs An Other ID is a unique identifier in Workday that is comprised of a sequence of characters and or numbers (e.g. A to Z, Y, N, etc.). The purpose of this reference guide is to provide a comprehensive list of the custom Other ID's used within Workday and when each Other ID would be used |
Reference Guide | All Security Roles |
| Delegations and Reassignments Overviews the creation of delegations and requesting reassignments for business processes along with insight on managing inbox items in Workday. Reviewing existing delegations to make sure to create new delegations as needed. Moving business process requests forward with reassignments to get approvals on time. |
Webinar | All Security Roles |
| Private: Correct, Cancel & Rescind Detailed overview about business process definitions and framework for Correct, Cancel and Rescind. |
Webinar | All Security Roles |
| Correct, Cancel & Rescind This guide provides a comprehensive list by security role of the business processes that can be canceled, corrected or rescinded. The purpose of this guide is to provide easy access to information regarding the business processes on which you can complete these tasks |
Reference Guide | All Security Roles |
| Additional Data Custom Objects Provides information on various Custom Objects: Insurance Billing, Preservation Hold Custodian, Retiree Electronic Communication, etc. |
Reference Guide | All Security Roles |