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Workday Training Catalog

The UCF Workday Training Catalog provides guidance on the following Workday training information:

  • System-based online coursework currently available in Workday
  • Category information for our Workday Help Knowledge Base.

All end user training is developed to help the UCF community navigate Workday, a new cloud-based system. These training materials and resources are currently available in Workday and require UCF NID access. Use the menu below to browse and navigate to available Workday training resources.

Having trouble logging into Workday? Refer to the How to Access (Log into) Workday cheatsheet for more information.

Workday Training Courses Now Available

Below is a listing of our current online Workday courses now available in the Workday Learning app:

Course NameCourse DescriptionDelivery MethodTargeted GroupsLengthDirect Access
Workday Essentials: Getting StartedWorkday Essentials provides an introduction to Workday to assist new users in getting started. It teaches basic information about how to use, navigate and understand the system. This includes an explanation of how to view one's personal profile, search for information, understand accessibility features, use Workday on mobile devices, manage personal information, apply for UCF jobs within Workday and more.online, self-pacedAll UCF employees (faculty & staff)30 mins.Enroll Now
Workday for ManagersWorkday for Managers provides an introduction to Workday features used by those in managerial roles. It prepares them to get started by focusing on how to navigate within Workday to complete managerial tasks. This includes tracking and managing time off and absences, reviewing and comparing team member information such as salaries and job titles, checking the status of business processes, accessing analytics, changing business titles, viewing and assigning employee work schedules, delegating tasks, and understanding and participating in the hiring process.online, self-pacedAll UCF managers & supervisors25 mins.Enroll Now
General ProcurementParticipants will learn about basic procurement functionality in Workday, including creating supplier requests and requisitions, managing receipts, and creating supplier invoices.online, self-pacedAll UCF employees
Travel/Procurement Coordinators
45 mins.Enroll Now
Financial Accounting BasicsParticipants will learn about the UCF Foundation Data Model and how to complete basic financial accounting and reporting tasks in Workday.online, self-pacedAll Financials Users35 mins.Enroll Now
Navigating GrantsThe purpose of this course is to provide users with business process instruction on next steps once an award is integrated into Workday. You will learn what steps to take to complete setting up the grant, how to set up a sponsor, how to create billing schedules and add a grant to one, how to work with invoices in Workday, and how to update the system when facilities and administrative (F&A) rates change. online, self-pacedPost-Award Specialists40 mins.Enroll Now
Expense Report BasicsUnderstanding the basics of expense reports is important to ensure they are processed timely and meet the policies of the University. online, self-pacedCost Center Coordinator
Cost Center Manager
30 mins.Enroll Now
Adaptive Planning Navigation BasicsUnderstand basic navigational concepts for the Workday Adaptive Planning tool. Also, learn the fundamentals of Adaptive Planning by reviewing sheet types and data entry functionality. online, self-pacedBudget Analysts
Budget Managers
Budget Directors
45 mins.Enroll Now
I-9/E-Verify Refresher CourseThis online course is designed for the HRBC, HR kNEXT, and UCF Global E&T team members who are responsible for completing the I-9 forms for employees. The training will discuss I-9 and E-Verify rules and regulations, best practices, and I-9 processing within Workday.microlearning, self-pacedHR Business Centers
HR kNEXT
UCF Global E&T Team
60 mins.Enroll Now
Summer Processing TrainingThis online course is designed for the HRBC and HR kNEXT team members who are responsible for faculty summer appointments. The training will discuss how to process changes to 9-month faculty summer appointments and how to process changes via Period Activity Pay for OPS employees.microlearning, self-pacedHR Business Centers
HR kNEXT
2 hrs.Enroll Now
Case Management in Workday Coming Soon!This online course provides guidance on how to deliver quality customer service through the Workday Help case management system at the University of Central Florida.online, self-pacedAll Service Team Members (Case Solver Security Role)TBA Expected Release Coming Soon
Procure-to-Pay Process in Workday Coming Soon!This online course is designed for travel/procurement coordinators to better understand the procurement and payment of goods or services at UCF.online, self-pacedTravel/Procurement CoordinatorsTBA Expected Release Coming Soon
UCF Purchasing Card Training ProgramThis online course is designed to provide users with the policy and procedural information required to use a UCF purchasing card effectively within the scope of your daily responsibilities. online, self-pacedExpense Cardholders
Procurement Cardholders
30 mins.Enroll Now

Workday Help Categories

The knowledge base within Workday Help contains over 300 knowledge articles organized within 15 categories that serve as self-driven training resources. A “knowledge article” is a job aid, video demo, or business process workflow that describes or outlines step-by-step procedures of a business process. For more information, review our “What is a Knowledge Article” video.

  • All knowledge articles can be accessed using the Workday search bar or navigating to the Help app.
  • Knowledge articles serve as a resource, but do not always serve as training substitutes. Please contact your manager/supervisor regarding any onboarding or job role training information.

Below is a listing of our Help Knowledge Base categories and their descriptions that you will find when visiting the Workday Help app:

Help Category TypeCategory DescriptionsTopics Covered
~Getting StartedThis category provides articles on how to navigate basic functionality in Workday.Access (Login) Options
Installing Workday Mobile
Workday Tools & Navigation Features
About Workday Help
Workday Search Features
Notification Preferences
View/ Filter Workday My Tasks (Inbox)
Academic AffairsThis category provides articles on how to navigate academic appointments, manage academic dashboard and review/sign faculty agreements.Faculty Agreements
Academic Appointments
Academic Profile
Named Professorships
Expenses This category provides articles on the creation process and workflow for spend authorizations and expense reports in Workday.Spend Authorization/Expense Reports
Cash Advance
Travel Reimbursement
Reconciliation
Expense Cards
Supplier Invoice
FinanceThis category provides articles on how to manage finance and accounting processes in Workday, which includes basic accounting/FDM, banking/settlements, customer accounts/contracts and budgets.Foundation Data Model (FDM)
Budget Check Management
Internal Service Delivery (ISD)
Ledger Accounts
Payroll Accounting Adjustments
Sales Tax Collection
Customer Invoice/Payment
Account Reconciliation
Ad Hoc Payments/Transactions
Contracts and Billing
Cash Sales
Accounting Journals
Costing Allocations
GrantsThis category provides articles on how to manage awards, award costs and draw down a letter of credit as well as viewing the PI Dashboard.Letter of Credit
Principal Investigator (PI) Dashboard
Award Setup
Award Budget Position
Sponsors & Contracts
Billing Schedule &Status
LearningThis category provides articles on how to enroll in training courses/sessions and manage your team’s training.Enroll/Drop Workday Courses (includes LinkedIn Learning)
Manage Team’s Training
Verify Required Employee Training
ManagersThis category provides articles on detailed manager self-service functionality in Workday and how to use additional navigational tools for managers.Additional Navigation for Managers
Team Time Management
Dashboard Configuration Options
Time/Time Off Approval
Basic Delegation of Tasks
My Workday ProfileThis category provides articles on how to review and make changes to your employee information in Workday.Account Preferences
Manage/Modify Your Employee Information
Pay & AbsenceThis category provides articles on how to manage your pay information and different types of leave in Workday.Report & Manage Time Off/Leave
Payroll Options
Leave Approvals
Retroactive Edit Time/Time Off
Leave of Absence/Sabbaticals/PDL
ProcurementThis category provides articles on how to manage purchase requisitions, supplier requests and contracts in Workday.Purchase Orders & Requisitions
Manage Suppliers & Receipts
Supplier Invoice
Procure to Pay
Prospective Supplier Portal
Expense & Procurement Cards
Recruiting, Hiring & OnboardingThis category provides articles on how to navigate recruitment and requisition tasks as well as hiring management, proposed compensation and managing worker onboarding.Direct Hire an Employee
Hiring Staff
Job Requisition Process
Internal Job Search
I-9 Forms
Candidate Reference Checks
Onboarding Process
Federal Work Study
Background/Foreign Influence Check
Rehire
Create Position
Offer
Additional Job
ReportingThis category provides articles on how to access or run a report, filter parameters and about report dashboards.HRBC Report Guide
Common Financial Reports
Workday Report Crosswalk
How to Configure/Filter Reports
SpanishThis category provides additional articles translated in Spanish.Time Tracking
Pay & Absence
Basic Workday Functionality
Staffing & CompensationThis category provides articles on how to manage employee and contingent worker job changes as well as initiate a job change, period activity pay, end job actions and team compensation.Period Activity Pay
Job Change
End Job Actions
Costing Allocation
Common Reports
Contract Contingent Worker
Compensation
Probationary Period
Processing Sabbatical and Professional Development Program
Time TrackingThis category provides articles on how to manage time worked in Workday.Clock In/Clock Out on Mobile
Enter Time Worked
Projecting Time on a Timesheet