Workday Training
Learn to use Workday@Goucher your way! We’ve put together a complete training library to deliver Workday training tailored to your needs. Use the categories below to discover what you want to learn, how and when you want to learn it. Bookmark this page for quick access to…
- Step-by-step written Job Aids
- Self-Directed Video Demos and Snippets
- Live training sessions hosted in-person or online (schedules vary)
- Information is also available in our FAQs and Glossary (see links on side panel)
Workday Live Training
Led by Goucher subject matter experts, Workday Live Training sessions (remote or in-person) provide a complete walk-through of tasks on a variety of topics – from getting started to more complex Workday functions and roles. The live format allows users to walk through a series of connected processes while, learning related context such as associated policies or tips for success. To view a schedule or register for live training courses, click the button below.
Live Training Session Recordings:
Workday Essentials for Student Workers (~14 minutes) 3/29/23
Workday Essentials for Hourly Employees: Payroll, Absence and Time Entry (~32 minutes) 3/29/23
Workday Essentials for Hourly People Managers and Supervisors: Approving Team Time (~24 minutes ) 3/29/2023
Workday Essentials for Exempt Employees and Their Supervisors (~28 minutes) 4/5/2023
Hiring Student Workers in Workday (~25 minutes) 4/5/2023
Submitting Job Requisitions in Workday (~30 minutes) 4/26/2023
Managing Job Requisitions and Hiring Staff (~44 minutes) 5/24/23
Self-Directed Job Aids and Short Videos
Workday Essentials For All Employees
1. Logging in
To login, go to http://myworkday.goucher.edu
Enter your username followed by @goucher.edu (for example, jodoe001@goucher.edu)
Enter your Goucher Password
2. Basic Overview and Navigation - START HERE!
Video Overview
This video is designed for everyone as a first look and orientation to the Workday experience.
Workday Basics: Getting Started (5 minutes)
Job Aids
- Basic Workday Navigation - overview of Workday homepage and basic features
- Navigation, Account Preferences, Apps and Search Tools / Navegación global, preferencias de cuentas, y búsqueda - customize my Workday experience including notifications
- View Your Inbox and Notifications - view items that require my attention and take action
- Manage My Business Processes - check the status of my request or cancel an action
- Set up Workday Mobile / Configuar la app móvil de Workday - add the Workday app to my phone or tablet
3. Your Employee Profile and Personal Information
Video Overview
Employee self-service in Workday starts with your profile. This video introduces all employees to the personal information they can view and manage in Workday.
Job Aids
- View Your Employee Profile / Ver mil perfil
- Add/Change Photo / Añada o Cambie su Foto
- Add/Change Home Contact Information / Añada o Cambie su Dirección
- Add/Change Emergency Contacts / Añadir o Cambiar Contacto de Emergencia
- Modify Your Personal Information / Modifique su Información Personal
- Change Your Legal Name / Cambie su Nombre Legal
- Change Your Preferred Name / Cambie su Nombre Preferido
- View Organizational Chart
4. Payroll and Benefits Self-Service
Payroll Self-Service
Job Aids
- View or Change Tax Elections / Ver o cambiar opciones de impuestos
- View W-2 / Ver W-2
- View Payslips / Ver la nomina
- Manage Payment Elections / Opciones de Pago
Benefits Self-Service
Job Aids
Time, Leave, and Absences
Entering Time Worked (Hourly and Union Staff)
Union Staff: Clocking In/Out & Requesting Leave On A Timeclock
Job Aids
- Job Aid: Clock In/Out / Funcionalidad del reloj de fichar papa empleados
- Clocking In/Out on a Mobile Device
Non-Union Non-Exempt Staff & Student Workers: Entering Hourly Time Worked
Job Aids
Leave & Absences Self Service for Staff and Student Workers
Job Aids
- Request/Cancel/Correct an Absence - request time off for myself (vacation, sick, jury duty, bereavement, etc.)
- View Absence Balance - view my available vacation, sick and community service leave hours
- Enter/Request Intermittent Leave/FMLA - request FMLA leave and paid time off for qualifying circumstances
Working With Money In Workday (All Employees As Needed)
Purchasing and Procurement
Video Snippets
- Create Requisition - Amazon Punchout demo
- Create Requisition - Supplier Quote demo
- Create Receipt demo
- Create Expense Report - Credit Card Reconciliation demo
- Create Supplier Request demo
- Create Supplier Invoice Request demo
Job Aids
- Create Requisition - Amazon Punchout
- Create Requisition - Supplier Quote - create a Purchase Order from a supplier/vendor quote
- Create Receipt - request a Purchase Order payment when goods/services are received
- Create Expense Report - Credit Card Reconciliation - reconcile/code purchase card transactions
- Create Supplier Request - add a new supplier/vendor to Workday, including contractors under PSA agreements
- Create Supplier Invoice Request - submit an invoice for payment without a Purchase Order, or request payment for any non-employee, including student awards/reimbursements and contractors under PSA agreements
Handling Expenses
Job Aids
- Create Spend Authorization - get advanced approval for travel related expenses and cash advance requests
- Create Non P-Card Expense Report - get reimbursed for non-purchase card, out-of-pocket business expenses, such as mileage
- Create Expense Report (Workday Mobile)
Workday for Special Roles: Financial Oversight
Workday for Cost Center Managers
Job Aids
- Understanding the Cost Center Manager Role - view summary of Cost Center Manager tasks and responsibilities
- Reviewing Budget Report - view budget vs actual reporting by cost center
- Create Budget Amendment (For Division Budget Specialists Only) - transfer budgeted funds or change existing budget
Workday for Purchase and Expense Approvers
Video Snippets
Job Aids
- Approve Purchase Requisitions - give approval to create Purchase order
- Review and Approve Expenses and Spend Authorization - give approval to pay expenses not on a Purchase Order
- Approve Supplier Invoice - give approval to pay an invoice
Workday for Special Roles: People Managers and Supervisors (Manage My Team and Hiring)
Manage My Team (For Staff & Student Supervisors)
Job Aids
- Approve and Manage Hourly Team Time - review and approve/reject timesheets for direct reports
- Manage Team Absence - approve, deny, and manage time off requests submitted by your direct reports; submit time off requests on behalf of a direct report
- Manage FMLA Leave/Intermittent FMLA Leave for Direct Reports - request FMLA leave and paid time off on behalf of a direct report; temporarily reassign business processes for direct reports on continuous leave
- Manage Employee Job Changes - initiate a transfer, promotion, or job change for a direct report
- End Job for an Employee - end one job for a direct report who has multiple jobs on campus
- Terminate an Employee - initiate a termination of employment for a direct report
Hiring
Job Aids
- Hiring Student Workers
- Create Job Requisition - leads to a job posting to hire a full or part-time regular or temporary staff employee
- Manage Job Requisitions for Staff Positions - manage job requisitions and hire staff
- Goucher College Compensation Grades - view list of compensation grades to select during the hiring process