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Workday in Action Series

Workday Education

The Workday in Action Series is geared towards learners interested in an in-depth view of the business processes and tasks used by business users across the Workday platform to organize and maintain information. The Workday products covered are: Workday Human Capital Management (HCM), Workday Recruiting, Workday Compensation, Workday Benefits, and Workday Financial Management.

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The Workday in Action Series is geared towards learners interested in an in-depth view of the business processes and tasks used by business users across the Workday platform to organize and maintain information. The Workday products covered are: Workday Human Capital Management (HCM), Workday Recruiting, Workday Compensation, Workday Benefits, and Workday Financial Management.

By the end of this course, a learner will be able to navigate Workday, explain how Workday organizes information, update and maintain worker and transactional data, initiate, approve, and manage business processes, and perform product-specific tasks.

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What's inside

Syllabus

Workday Human Capital Management (HCM) in Action
In this module, you will learn how to navigate and search in Workday, understand staffing models, and learn how to perform the daily transactions of hiring, transferring, and terminating your organization's workers.
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Workday Recruiting in Action
In this module, you will learn how to create job requisitions, understand how candidates apply to jobs, and how to manage lists of applicants.
Workday Compensation in Action
In this module, you will learn how to propose compensation for new hires, propose compensation changes, request compensation changes, and request one-time payments.
Workday Benefits in Action
In this module, you will learn how to initiate and process benefit events, identify benefit event types; and manage dependents, beneficiaries, passive events, and court orders. You will also learn how to support the open enrollment cycle and passive events.
Workday Payroll in Action
In this module you will learn how to process and audit payroll, complete the payroll cycle, and identify reports to validate results.
Workday Financial Management in Action
In this module, you will learn to perform accounting-related transactions and create journal entries to support day-to-day accounting functions. You will also learn common accounts payable-related and accounts receivable-related transactions.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Designed for those interested in business operations and processes
Specific to Workday platform, ideal for those using or considering its implementation
Covers various aspects of Workday, suitable for those seeking comprehensive understanding
Guided by Workday Education, known for expertise in the platform
Assumes basic knowledge of HR and business processes, suitable for those with some experience

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Workday in Action Series with these activities:
Review Business Concepts of HCM, Payroll, and ERP
Refresh and reinforce fundamental business concepts to provide a strong foundation for understanding Workday
Browse courses on Payroll
Show steps
  • Read course textbooks or other materials related to HCM, payroll, and ERP
  • Review notes and materials from previous coursework or certifications
Practice entering and updating data
Identify the fields in Workday HCM, and learn the navigation within the product to complete basic tasks.
Show steps
  • Navigate to the Workday homepage
  • Search for an existing employee
  • Update the employee's personal information
Practice creating and managing job requisitions
Complete some of the common daily recruiting tasks to gain experience.
Browse courses on Recruiting
Show steps
  • Create a new job requisition
  • Post the job requisition
  • Review and manage applications
  • Hire a candidate
Seven other activities
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Practice proposing and processing compensation changes
Practice the most common compensation-related tasks using the Compensation product.
Browse courses on Compensation
Show steps
  • Propose a salary increase
  • Propose a bonus
  • Process a salary increase
  • Process a bonus
Practice initiating and processing benefit events
Complete some of the common tasks completed in workday benefits.
Browse courses on Benefits
Show steps
  • Enroll an employee in a benefit plan
  • Change an employee's benefits
  • Process a life event
Practice completing the payroll cycle
Complete the steps necessary to complete the payroll cycle in Workday.
Browse courses on Payroll
Show steps
  • Create a new payroll
  • Process the payroll
  • Review the payroll results
Create a training document to onboard new employees
Practice creating a training document that could be used to bring new employees up to speed.
Show steps
  • Identify the key tasks that new employees need to learn
  • Create a step-by-step guide for each task
  • Include screenshots and examples to illustrate the steps
  • Review the document for accuracy and clarity
Volunteer to assist with data entry or support
Volunteer your time to an organization that uses Workday to gain real-world experience.
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  • Contact the organization and inquire about volunteer opportunities
  • Complete any necessary training
  • Perform the tasks assigned to you
Mentor a new Workday user
Practice being a mentor in order to reinforce your knowledge and help others learn Workday.
Show steps
  • Identify a new Workday user who would benefit from your guidance
  • Meet with the new user regularly to answer their questions
  • Provide feedback and support as the new user learns Workday
Create a project plan to implement Workday in your organization
Enhance your knowledge of Workday by creating a project plan for implementation.
Show steps
  • Define the scope of the project
  • Identify the key stakeholders
  • Develop a timeline for the project
  • Identify the resources that will be needed
  • Create a communication plan

Career center

Learners who complete Workday in Action Series will develop knowledge and skills that may be useful to these careers:

Reading list

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