Training Catalog

Register for Workday Training

To register for Workday's current instructor-led training (ILT) courses, computer-based learning (CBL), recorded webinars, and curriculum (mixed - ILT and CBL course), log into ULearn. 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.

Finance Trainings

Workday: FDM 2020 is a required prerequisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keyword: "FDM."

Course Title
Description
Target Audience

Workday: FDM 2020

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This one-hour computer-based learning (CBL) provides a basic understanding of the Workday Financial Data Model (FDM) and its dimensions, including Company, Cost Centers, and Driver Worktags. This session is a required prerequisite for Workday Finance Training.

Keyword(s): "FDM"

No prerequisite is required.

All Workday Roles

 

Cost Center Manager (CCM) Basics

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This 30-minute CBL provides an overview of the responsibilities and tasks expected from the Cost Center Manager (CCM) role within Workday.

Keyword(s): "Cost Center Manager"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

Workday Finance Role:

  • Cost Center Manager

 

Workday: Expenses

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This 2.5-hour CBL guides you through how to perform expense reimbursement business processes in Workday, including how to create Spend Authorizations.

Keyword(s): "Expenses"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Roles:

  • Employee As Self
  • Expense Data Entry Specialist 

 

Workday: Procurement

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This half-day instructor-led training (ILT) session covers the purchasing (procurement) business processes in Workday, including an overview of purchase requisitions, submitting invoices, and creating change orders

Keyword(s): "Procurement"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before attending this ILT session.

Workday Finance Roles:

  • Employee as Self
  • Procurement Data Entry Specialist

 

Workday: Accounting Journals

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

The 2.5-hour CBL provides an overview of Workday's accounting journal business processes, including creating journals, reversing them, and replenishing petty cash funds.

Keyword(s): "Journals"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Role:

  • Accountant

 

Workday: Ad Hoc Bank Transactions

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This one-hour CBL guides you through the Ad Hoc Bank Transaction (AHBT) business process in Workday and shows how to run several reports listing the AHBTs.

Keyword(s): "Ad Hoc"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Role:

  • Deposit Specialist

 

Workday: Payroll Accounting

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This two-hour CBL guides you through the Payroll Accounting business processes in Workday and describes changing organization assignments, costing allocations, and payroll accounting adjustments (PAA).

Keyword(s): "Payroll Accounting"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Roles:

  • Cost Center Manager
  • Finance Business Process Reviewer
  • Manager

 

Workday: Reporting for Cost Center Managers (CCMs)

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This 1.5-hour computer-based learning (CBL) provides an overview of the Workday reports available to Cost Center Managers (CCMs), which answer questions such as "How much do I have?,” "Whom did I pay?," and "What did I pay for?"

Keyword(s): "Cost Center Manager"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

Workday Finance Role:

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

Workday: Reporting for Data Entry Specialists

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This 1.5-hour computer-based lesson (CBL) provides an overview of Workday transactions reports. These reports answer questions such as "How do I find my procurement transactions?," "How do I find my expense transactions?," and "How do I find my other transactions?"

Keyword(s): "Data Entry Specialist"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

Workday Finance Roles:

  • Expense Data Entry Specialist
  • Procurement Data Entry Specialist
  • Accountant
  • Deposit Specialist
  • ISP Analyst
  • ISP Manager
  • Receiver

Workday Gifts 101

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This 15-minute computer-based learning (CBL) provides a basic understanding of the Gifts functionality in Workday, introduces terminology and roles, and reviews the Gifts administration process at the University.

Keyword(s): "Gifts 101"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

All Workday Roles

Workday Grants 101

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This 30-minute computer-based learning (CBL) provides a basic understanding of the Grants functionality in Workday, introduces terminology and roles, and reviews the Grants lifecycle.

Keyword(s): "Grants 101"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

All Workday Roles

Workday Grants 102

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This one-hour recorded webinar provides an overview of Awards, describing how they are displayed and managed in Workday, and reviewing billing, invoicing, and the budget plan.

Keyword(s): "Grants 102" 

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

Workday Finance Role:

  • Cost Center Sponsored Program Manager 

Workday Security 101

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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.

Keyword(s): "Security 101"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

All Workday Roles

Workday Security 102: Cost Center vs. Driver Worktag Roles

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This 1.5-hour recorded webinar is specifically for Cost Center assigned roles and provides a review of Workday's security roles, describing Cost Center Hierarchies, roles assigned to Driver Worktags, and the Workday Role Request Forms.

Keyword(s): "Security 102"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

Workday Finance Roles:

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

Workday Finance for Principal Investigators (PIs)

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This 45-minute recorded webinar provides an overview of Award and Grant information in Workday for Principal Investigators (PIs), introduces terminology and the Grant and Awards lifecycle in Workday, and reviews the use of grants in HCM/Payroll transactions.

Keyword(s): "Workday for PIs"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

Workday Finance Role:

  • Principal Investigator

 

 

Workday: Internal Service Providers (ISPs)

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This 1.5-hour CBL provides an overview of the Internal Service Provider (ISP) business processes in Workday, including reviewing the advantages and disadvantages of using Internal Catalogs.

Keyword(s): "ISP"

Workday: FDM 2020 is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Roles:

  • ISP Analyst
  • ISP Manager

Workday for Approvers

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This 1.5-hour recorded webinar, intended for those Workday roles that approve Workday Finance business processes (BPs), provides an overview of the Financial Data Model (FDM) dimensions, the Workday delegation process, and the BPs approved by each Workday Finance role.

Keyword(s): "Approvers"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • ISP Manager
  • Manager
  • Program Manager
  • Senior Business Manager

Workday: Check Requests

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This one-hour CBL guides you through the Check Request business processes in Workday, including how to create a Supplier Request and a Supplier Invoice.

Keyword(s): "Check Requests"

Workday: FDM 2020 is a required prerequisite for all Workday Finance Training. You must complete it before taking this CBL.

Workday Finance Role:

  • Expense Data Entry Specialist
  • Procurement Data Entry Specialist

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

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This one-hour computer-based learning (CBL) provides an overview of several Workday Finance topics such as Award components in Workday, Grant reports, and Award role assignments by the Office of Research Administration (ORA).

Keyword(s): "Grants March"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

 

Workday Finance Roles:

  • Cost Center Sponsored Program Manager
  • Grant Manager
  • Grant Reviewer
  • Principal Investigator

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

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This one-hour recorded webinar provides an overview of the newest Award format in Workday, the Award Transaction Audit Report, and several FAQs and support resources.

Keyword(s): "Grants September"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

Workday Finance Roles:

  • Cost Center Sponsored Program Manager
  • Award Analyst Principal
  • Grant Manager
  • Principal Investigator

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

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This one-hour recorded webinar covers the Match Exception process that went into effect on April 2, 2018, and explains five reasons for them to occur and how to take corrective action.

Keyword(s): "Match Exception"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

 

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Receiver

Workday for Receivers

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This 15-minute computer-based learning (CBL) is intended for anyone assigned the Workday Finance role of Receiver. It covers the Create Receipt business process, including the use of three-way matching and how to record over receiving and under receiving.

Keyword(s): "Receivers"

No prerequisite is required.

Workday Finance Role:

  • Receiver

 

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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.

HR Trainings

Course Title
Description
Target Audience

Workday Basics

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This 45-minute computer-based learning (CBL) provides an overview of Workday navigation, key concepts, and Employee Self-Service. It is a prerequisite for Workday for HR Partners and HR BPIs.

Keyword(s): "Workday Basics"

No prerequisite is required.

All Workday Roles

Workday for Faculty and Staff Recruiting

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This six-hour instructor-led training (ILT) provides an overview of the Workday business processes (BPs) relevant to recruiting Faculty and Staff employees, reviewing terminology, the job application process, and candidates' dispositioning.

Keyword(s): "Workday Recruiting"

No prerequisite is required.

Workday HR Roles:

  • HR Partner
  • HR BPI
  • HR Recruiter
  • Primary Recruiter
  • Manager

Workday for HR Partners and HR BPIs
 

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This Curriculum includes an Instructor-led training (ILT) session, five computer-based learning (CBL) activities, a computer-based assessment (CBA), and a participant guide.

This one-day ILT provides an overview of the Workday business processes (BPs) required for hiring Faculty and Staff employees, reviews job requisitions, the hiring business process, onboarding functionality, compensation, and the termination process. It concludes with a computer-based assessment (CBA).

Keyword(s): "HR Partners"

Note: To receive credit for this Curriculum, you must complete the Workday Basics CBL, attend the ILT session of Workday for HR Partners and HR BPIs, and pass the CBA.

Workday HR Roles

  • HR Partner
  • HR BPI
  • Manager

Workday for I-9 Verifiers

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This one-hour computer-based learning (CBL) provides an overview of the I-9 and E-Verify processes and describes the verifier's responsibilities, the documentation required, and how to complete these activities in Workday.

Keyword(s): "I-9 Verifier"

No prerequisite is required.

Workday I-9 Verifier

Workday: Student Employment

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This Curriculum includes a computer-based learning (CBL) and a participant guide.

This 2.5-hour CBL provides an overview of the Workday Business processes relevant to hiring student employees and reviews job assignments, hiring, compensation, and student employment programs.

Keyword(s): "Student Hiring"

No prerequisite is required.

Workday HR Roles that support Student Organizations:

  • HR Partner
  • HR BPI
  • Manager 

Workday: Leave Management

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This 1.25-hour computer-based learning (CBL) provides a basic understanding of the different types of leave, how to delegate an employee's Workday Inbox, and request the return from a leave of absence.

Keyword(s): "Leave"

No prerequisite is required.

Workday HR Roles:

  • HR Partner
  • Manager
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Related Trainings

Course Title
Description
Target Audience

 

Purchasing Card Education (U.S. Bank)

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This one-hour computer-based learning (CBL) provides an overview of the Purchasing Card (PCard) policies, procedures, and other important information for new cardholders and their supervisors, including how to verify PCard transactions in Workday.

Keyword(s): "U.S. Bank"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.

  • Employee as Self (New PCard holder)

Workday Finance Role:

  • Procurement Data Entry Specialist 

Purchasing Card Refresher (U.S. Bank)

CLICK HERE TO ACCESS

This 30-minute computer-based learning (CBL) provides current cardholders with a refresher for Purchasing Card (PCard) policies, procedures, and other important information.

Keyword(s): "U.S. Bank"

Purchasing Card Education (U.S. Bank) is a required prerequisite. You must complete it and pass it before taking this CBL.

  • Employee as Self (Current PCard holder)

Workday Finance Role:

  • Procurement Data Entry Specialist

University Travel Card Program (U.S. Bank)

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This 45-minute computer-based learning (CBL) provides new cardholders and their supervisors with Travel Card policies, procedures, and other important information.

Keyword(s): "Travel Card"

No prerequisite is required.

  • Employee as Self (New PCard holder)

Workday Finance Role:

  • Expense Data Entry Specialist

University Travel Card Program Refresher (U.S. Bank)

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This 30-minute computer-based learning (CBL) provides current cardholders and their supervisors with a refresher for Travel Card policies, procedures, and other important information.

Keyword(s): "Travel Card"

University Travel Card Program (U.S. Bank) is a required prerequisite. You must complete it and pass it before taking this CBL.

  • Employee as Self (Current PCard holder)

Workday Finance Role:

  • Expense Data Entry Specialist

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

CLICK HERE TO ACCESS

 

This 30-minute recorded webinar provides an overview of Business Intelligence (BI) topics such as accessing reports, security considerations, and a list of available reports.

Keyword(s): "Ask the Experts"

No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before viewing this recording.

 

Workday Finance Roles:

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