Workday Training

What You'll Learn::

What is Workday? Cloud HCM vs. traditional ERP (SAP, Oracle)

Workday's unified platform — HR, Finance, Planning, and Agents on one system

Cloud architecture fundamentals: SaaS, multi-tenant, always-on updates

Workday product portfolio: HCM, Financials, Payroll, Adaptive Planning, Prism Analytics

Tenant types: Production, Sandbox, Preview, Implementation

Workday's biannual release model — 2026R1 (March) and 2026R2 (September)

The Sana era: how Workday's AI strategy changes the platform landscape

Career pathways: Functional Consultant, HRIS Analyst, Integration Developer, Reporting Analyst

What You'll Learn: :

The New Workday Experience UI — auto opt-in with 2026R1

Global Navigation Bar: centralized access, categories, and accessibility improvements

Tenant branding — company logo and color on the Workday homepage

Worklets, the Home dashboard, and personalization options

Search — global search, faceted search, and quick actions

Sana for Workday — the new AI-first conversational interface

Mobile app: Workday for iOS and Android — 2026 capabilities

Edit Tenant Setup — system-wide configuration options

Language, locale, and currency configuration for global tenants

Workday Flex Credits — what they are, how they work, and AI feature access

Preview tenant vs. Production: best practices for 2026R1 testing

What You'll Learn:

Workday's object-oriented data model — business objects and instances

Core objects: Worker, Position, Organization, Job Profile, Compensation

Relationships between business objects and how data flows

Calculated fields and custom objects

Workday Community — accessing knowledge articles, release notes, and support

Workday implementation phases: Plan, Architect, Configure, Test, Deploy

Customer Workbook — requirements gathering and solution design

Prototype, Parallel, and UAT testing phases

Change management best practices for Workday rollouts

What You'll Learn :

Business process types: Action, Approval, Checklist, To-Do, Subprocess

Configuring business process steps: who does what, in what order

Condition rules and routing logic — dynamic approvals

Business process security policies and notifications

Initiating, approving, correcting, rescinding, and cancelling business process events

What You'll Learn:

Security group types: Role-Based, Intersection, User-Based, Aggregate

Domain security policies — what actions each group can perform

Business process security policies — who can initiate and approve

Segment-based security for sensitive data (compensation, benefits)

Security audit: Maintain Security Groups task and security review tools

What You'll Learn:

Workday standard reports library — categories and how to find reports

Running reports: prompts, filters, and output formats

Scheduling reports and subscribing to report outputs

Workday delivered dashboards — HR, Finance, and Operations views

What You'll Learn:

Supervisory organizations — creation, hierarchy, and management chain

Cost centers, regions, pay groups, and custom organizations

Company, legal entity, and business site configuration

Reorganizations — restructuring supervisory orgs and moving workers

Job families, job family groups — the classification taxonomy

Job profiles — skills, qualifications, responsibilities, and worker type

Staffing models: Position Management, Headcount Management, Job Management

**2026R1:** Job profile restriction by region/organization — new data governance controls

What You'll Learn:

Compensation plan types: Salary, Hourly, Allowance, Bonus, Unit, Period Salary

Compensation eligibility rules — automatic plan assignment logic

Pay grades, grade profiles, and step progression

Merit and bonus plan configuration and compensation cycles

What You'll Learn:

Pre-hire creation — contingent and full-time worker types

The hire business process — steps, approvals, and configuration

Onboarding task configuration — checklists, documents, and to-dos

Contingent worker contracting — vendor, contract type, and rates

Change job business process — promotions, transfers, demotions, laterals

**2026R1: Correct Change Job EIB** — high-volume corrections at scale

Managing compensation changes within job change events

Manager self-service for staffing actions

What You'll Learn:

Termination business process — voluntary vs. involuntary separation

Offboarding checklists — equipment return, access removal, exit survey

Correcting, rescinding, and retracting business process events

Rehire process and rehire eligibility configuration

Country-specific HR data — national IDs, local tax, and regulatory fields

Multi-currency and multi-language tenant configuration

GDPR and data privacy configuration in Workday

Workday Global Payroll vs. third-party payroll connectors

**Lab:** Full hire lifecycle — Create org → Create position → Hire worker → Propose compensation

**Lab:** Staffing events — Promote, transfer, and change compensation in one workflow

**Lab:** Termination — Process resignation with offboarding checklist

**Lab:** Bulk corrections — Use Correct Change Job EIB for mass updates

What You'll Learn :

Workday Recruiting architecture — requisitions, job postings, and pipelines

Configuring the recruiting business process — stages and dispositions

**2026R1: Fraudulent Application Detection** — IP geolocation and automation likelihood scoring

Workday Recruiting analytics — time-to-fill, source effectiveness, pipeline health

Candidate portal configuration — career site branding and job search

Interview scheduling and scorecards — structured evaluation forms

Offer letter generation — template creation, merge fields, and e-signature

HiredScore AI — AI-powered candidate scoring and matching (Illuminate)

What You'll Learn:

Performance review types — annual, mid-year, project-based

Goal management — SMART goals, goal libraries, and cascading

Continuous feedback — anytime feedback and requested feedback

**2026: Performance Agent (Illuminate)** — AI-driven performance data analysis and recommendations

Talent review process — 9-box grid, potential ratings, and talent pools

Succession planning — successor identification and readiness levels

Skills and skill profiles — Workday Skills Cloud overview

**2026R1: Organizational Design & Scenario Modeling** — workforce "what-if" planning

What You'll Learn:

Workday Peakon overview — always-on employee engagement surveys

Driver analysis — understanding what drives engagement

**2026R1: Workday Peakon AI Topics** — generative AI topic and sentiment grouping

Action planning — connecting survey results to HR and leadership initiatives

Course types: blended, digital, instructor-led, and external

Learning campaigns — assigning required and elective learning at scale

Learning reporting — completion rates, compliance tracking, and certificates

**Sana Learn (2026)** — AI-powered personalized learning paths via the Sana acquisition

What You'll Learn:

Recruiting lab: Create requisition → Post job → Move candidates → Generate offer

Performance lab: Configure review template → Launch cycle → Complete as employee and manager

Talent lab: Run 9-box talent review → Identify successors → Create development plan

Learning lab: Create course → Build campaign → Track completions

What You'll Learn:

Pay groups — creation, assignment rules, and pay group hierarchies

Pay frequencies — weekly, biweekly, semimonthly, monthly

Period schedules — pay period calendar configuration

**2026R1 Payroll enhancements** — withholding order self-service, SMS password recovery

Earnings types — regular pay, overtime, bonuses, commissions, and allowances

Deduction types — pre-tax, post-tax, garnishments, and benefits deductions

Pay calculation rules — how Workday calculates gross-to-net pay

Arrears management and retro pay processing

What You'll Learn:

Federal, state, and local tax configuration — multi-state employee handling

Tax withholding elections — W-4, state equivalents, and employee self-service

Tax filing — Form 941, W-2, and year-end reconciliation

ACA (Affordable Care Act) compliance configuration

The payroll process sequence: Collect → Calculate → Review → Complete → Settle

Payroll results review — checking gross pay, deductions, and net pay

Banking and settlement — direct deposit file generation and distribution

Payroll accounting — journal entries and financial system posting

What You'll Learn:

**2026R1 Payroll Agent** — the new AI agent on the Workday home screen

Payroll Data Insights — natural language queries for payroll information

Missing + Outdated Audit — automated monitoring of payroll data gaps

Human-in-the-loop controls for Payroll Agent actions

Time entry setup — web clock, manual entry, and mobile time entry

Time calculation rules — regular hours, overtime, and shift differentials

Worker time eligibility — who is enrolled in time tracking and how

Time tracking and payroll integration — how time flows to payroll calculation

What You'll Learn:

Absence plan types — time-off plans, leave of absence, and leave rules

Accrual policies — how PTO and sick time accrues and caps

Leave types — FMLA, maternity, paternity, sabbatical, and bereavement

**2026R1: Object Transporter for Absence** — migrating absence objects between tenants

**Lab:** Setup — Configure pay group, pay frequency, and period schedule

**Lab:** Processing — Run full payroll cycle: collect, calculate, review, complete, settle

**Lab:** Correction — Process a retro pay adjustment and off-cycle payment

**Lab:** Agent — Activate and test the Payroll Agent with natural language queries

What You'll Learn:

Benefits coverage types: medical, dental, vision, life, disability, retirement (401k)

Benefit plan configuration — plan details, providers, and coverage tiers

Benefits eligibility rules — automatically assigning the right plans to the right workers

Benefits carrier connections and EDI file generation

Enrollment event types — new hire, open enrollment, and qualifying life events

Configuring open enrollment windows — dates, plans available, and communication

Dependent and beneficiary management — adding, editing, and verifying

Benefits statement — producing annual total compensation and benefits statements

Qualifying life events — marriage, divorce, birth, adoption, and coverage loss

Employee-initiated life event workflow — submitting documentation and elections

401(k), 403(b), and Roth contribution plan configuration with employer match rules

FSA and HSA plans — configuration, IRS contribution limits, and year-end forfeitures

What You'll Learn:

ACA eligibility tracking — full-time equivalent determination

1095-C form generation — employee coverage data and filing

Total rewards statements — combining compensation and benefits for employees

Benefits cost reporting — employer cost analysis by plan and population

**Capstone Lab:** End-to-end talent lifecycle: Requisition → Hire → Onboard → Perform → Develop

**Capstone Lab:** Full payroll cycle with tax, benefits deductions, and Payroll Agent activation

**Capstone Lab:** Open enrollment launch and benefits statement generation

**Capstone Lab:** Executive reporting — CHRO dashboard with recruiting, performance, and engagement metrics

What You'll Learn:

Workday Financials overview — object model, worktags, and financial taxonomy

Ledger accounts and chart of accounts configuration

Financial dimensions — cost centers, programs, grants, and projects

Multi-currency configuration — spot rates, average rates, and revaluation

Workday Financial Management and HCM integration — costing and payroll accounting

What You'll Learn:

Journal entry types — manual, system-generated, allocation, and intercompany

Accounting rules — automatic classification of financial transactions

Period close process — closing tasks, certifications, and lock controls

**2026R1: Account Reconciliation Hub** — centralized reconciliation access point (partnership with Trintech)

What You'll Learn:

Supplier creation, invoice types, and invoice matching (2-way and 3-way PO matching)

**2026R1: Overhauled UI for PO Line Linking** — faster multi-line invoice-to-PO matching

Payment processing — payment runs, EFT, check, and international wire

AP aging reports and open invoice analytics

What You'll Learn:

**Workday Strategic Sourcing (launched March 2026)** — supplier registration and onboarding

Requisition-to-purchase order workflow configuration

Contract management — supplier contracts, terms, and obligation tracking

Procurement analytics — spend by category, supplier, and department

What You'll Learn:

Expense report configuration — expense items, spend categories, and limits

Corporate card integration — transaction import and matching

Expense auditing — sample-based and rule-based audit configuration

Expense analytics — T&E spend by employee, project, and category

What You'll Learn:

Asset book configuration — GAAP, tax, and statistical books

Depreciation methods — straight-line, declining balance, and MACRS

Asset lifecycle — acquisition, capitalization, transfer, and disposal

Lease accounting — ASC 842 / IFRS 16 configuration for operating and finance leases

What You'll Learn:

Project types — time and material, fixed fee, and milestone billing

Revenue recognition — ASC 606 / IFRS 15 compliance

Customer billing — invoice generation and payment terms

Grant management — grant setup, spending controls, and compliance reporting

What You'll Learn:

Financial statement reports — Income Statement, Balance Sheet, Cash Flow

**2026R1: Business View Data Sources** — consolidated reporting with blended data

Financial Close lab — execute month-end close: journals, reconciliation hub, certifications

Financial dashboard configuration for CFO and finance leadership

What You'll Learn:

Workday reporting types — standard, custom, composite, matrix, and trending

Report data sources — what they are and why they matter

Business objects and report fields — understanding the data model

**2026R1: Business View Data Sources** — blended, curated views of Workday data

Determining the primary business object and data source

Adding fields from related business objects — navigating object relationships

Report prompts — runtime filters for flexible self-service reporting

Filtering — static and dynamic filters using condition rules

What You'll Learn:

Calculated field types — text, numeric, date, boolean, and lookup

Common calculated field formulas — concatenation, date difference, and conditional logic

If/Then/Else logic — building conditional fields for complex requirements

Best practices for naming, documenting, and reusing calculated fields

Summary reports — aggregating data to produce totals and averages

Matrix reports — cross-tabular views for multi-dimensional analysis

Composite reports — combining multiple report data sources into one output

BIRT Report Designer — formatted, branded PDF report output

What You'll Learn:

Scheduling reports — one-time, recurring, and event-triggered delivery

Report sharing — sharing with security groups, individuals, and report subscriptions

Transferring report ownership — governance when consultants leave

Performance troubleshooting — factors that slow report execution

Prism Analytics overview — what it does and when to use it

Data pipelines — transforming, filtering, and enriching data using Prism functions

Prism Expression Language — custom calculations on blended data

Joining Workday data with external sources — Excel, Snowflake, and API feeds

What You'll Learn:

Dashboard types, layout configuration, and security sharing

Performance Analytics — indicators, breakdowns, and data collections

Workday People Analytics (Illuminate) — AI-generated workforce insights

**2026R1: Demand Forecasting** — AI-powered schedule and workforce optimization

**Lab:** 8 live builds: HCM headcount report, compensation analysis, recruiting pipeline, finance budget vs. actual, composite report, Prism pipeline, CHRO dashboard, and automated delivery setup

What You'll Learn:

Integration System types — EIB, Studio, Core Connector, Cloud Connect

Integration System Users (ISU) — creating dedicated service accounts

Workday API — REST and SOAP API overview for developers

Report-as-a-Service (RaaS) overview

Outbound EIB — extracting Workday data and delivering to external systems

Report-as-a-Service (RaaS) — using custom reports as the EIB data source

Delivery transport options — SFTP, HTTP, SMTP, and cloud storage

Scheduling outbound EIBs — frequency and trigger options

What You'll Learn:

Template download — getting the correct Workday file template per business object

File preparation — mapping source data to Workday template fields

Error handling — reviewing integration errors and correcting source data

**2026R1: Correct Change Job EIB** — high-volume Change Job corrections via inbound EIB

Core Connector: Worker — the most common Workday outbound connector

Change detection — how Core Connectors identify changed data since the last run

Document Transformation — applying XSLT to reformat integration output

Cloud Connect — certified integrations for benefits, payroll, and third-party vendors

What You'll Learn:

Workday Studio overview — Eclipse-based development environment

Studio project structure — components, maps, and sequences

Calling external web services from Studio — REST and SOAP callouts

Error handling, logging, and debugging Studio integrations

Payroll Interface (PI) — sending payroll data from Workday to third-party payroll

Payroll Effective Change Interface (PECI) — event-based payroll change integration

PI vs. PECI comparison — when to use each architecture

Transformation and delivery — formatting PECI output for payroll vendor requirements

What You'll Learn:

What You'll Learn:

Security group design — building a scalable, least-privilege security model

Intersection security groups — combining role and organizational membership

Segment-based security — restricting access to compensation, benefits, and sensitive data

Security audit tools — Maintain Security Groups, Security Analysis reports

Workday data migration overview — what data moves and how

Data migration phases — extract, transform, load, and validate

Data cleansing — identifying and resolving data quality issues before loading

Post-migration validation — reconciling counts, balances, and spot-check verification

Testing types — unit, integration, regression, UAT, and parallel

Preview tenant usage — testing 2026R1 changes before production

Regression testing after Workday biannual releases

UAT — involving business stakeholders in final validation before go-live

What You'll Learn:

Tenant lifecycle management — Production, Sandbox, and Preview environments

Object Transporter — moving configurations between tenants safely

Release management — managing the 2026R1 and 2026R2 feature enablement process

Internal Workday COE (Center of Excellence) — building a sustainable support model

**Capstone Lab:** Security design — Map a security model for a 500-person organization with 4 roles

**Capstone Lab:** Data migration — Prepare and load a 50-worker inbound EIB with correct sequencing

**Capstone Lab:** Testing — Write and execute test scripts for hire, payroll, and finance processes

**Capstone:** Present a complete Workday governance and change management proposal

What You'll Learn:

What is Sana? Background of the Sana Labs acquisition ($1.1B, closed November 2025)

Sana for Workday — the new conversational AI interface replacing traditional navigation

**Sana Self-Service Agent (WSSA)** — 300+ skills for HR and finance task automation

Sana Enterprise — orchestrating agents across Salesforce, Slack, Microsoft 365, and more

Workday Agent System of Record — managing agent skills, permissions, and ROI analytics

Accessing Sana capabilities via Workday Flex Credits

What You'll Learn:

**HR Agents (2026):** Business Process Copilot · Performance Agent · Job Architecture Agent · Case Agent · Employee Sentiment Agent · Contingent Sourcing Agent · Frontline Agent

**Finance Agents (2026):** Financial Close Agent · Cost & Profitability Agent · Financial Test Agent · Document-Driven Accounting Agent

**2026R1 Payroll Agent** — payroll data insights and missing/outdated audit automation

Configuring agents — security setup, skills configuration, and activation requirements

What You'll Learn:

Workday Build — the developer platform for custom AI solutions

Developer Copilot — AI-assisted Workday configuration and development

**Flowise Agent Builder** — the low-code tool for custom Workday agent creation

Building a custom agent with Flowise — defining agent goals, tools, and data access

AI Marketplace — discovering and deploying partner-built agents and extensions

What You'll Learn:

AI governance principles — transparency, accountability, and fairness

Workday Agent System of Record — centralized governance for all agents

**EU AI Act and global AI regulations** — implications for Workday customers

Human oversight controls — when agents must pause for human approval

Bias monitoring — detecting and correcting unfair AI outcomes in HR decisions

What You'll Learn:

Financial planning — P&L, balance sheet, and cash flow model setup

Workforce planning — headcount models, FTE budgeting, and capacity scenarios

**2026R1: Organizational Design & Scenario Modeling** — new workforce design tools

**2026R1: Demand Forecasting** — AI-powered demand signals for workforce scheduling

Integration with Workday HCM and Financials — actuals flowing into planning models

What You'll Learn:

Agent activation lab: Configure and activate the Performance Agent and Payroll Agent

Sana lab: Complete 10 common HR tasks via natural language using the Sana Self-Service Agent

Flowise lab: Build a custom Workday agent using Flowise Agent Builder

Adaptive Planning lab: Build a workforce headcount plan and run a "what-if" headcount reduction scenario

Governance lab: Configure the Agent System of Record, set human-in-the-loop controls, and audit agent activity

**Capstone presentation:** Present a Workday AI roadmap — which agents, in what order, with what ROI targets and governance guardrails