Workday Training Matrix
The UCF Workday Training Matrix 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:
- Refer to the Enroll and Drop a Learning Course knowledge article for more information on how to enroll in an online courses in Workday.
| Course Name | Course Description | Delivery Method | Targeted Groups | Direct Access |
|---|---|---|---|---|
| Workday Essentials: Getting Started | Workday 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-paced | All UCF employees (faculty & staff) | Enroll Now |
| Workday for Managers | Workday 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-paced | All UCF managers & supervisors | Enroll Now |
| General Procurement | Participants will learn about basic procurement functionality in Workday, including creating supplier requests and requisitions, managing receipts, and creating supplier invoices. | online, self-paced | All UCF employees Travel/Procurement Coordinators | Enroll Now |
| Financial Accounting Basics | Participants will learn about the UCF Foundation Data Model and how to complete basic financial accounting and reporting tasks in Workday. | online, self-paced | All Financials Users | Enroll Now |
| Navigating Grants | The 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-paced | Post-Award Specialists | Enroll Now |
| Expense Report Basics | Understanding the basics of expense reports is important to ensure they are processed timely and meet the policies of the University. | online, self-paced | Cost Center Coordinator Cost Center Manager | Enroll Now |
| Adaptive Planning Navigation Basics | Understand 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-paced | Budget Analysts Budget Managers Budget Directors | Enroll Now |
| I-9/E-Verify Refresher Course | This 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. | online, self-paced | HR Business Centers HR kNEXT UCF Global E&T Team | 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 Type | Category Descriptions | Topics Covered |
|---|---|---|
| ~Getting Started | This 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 Affairs | This 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 |
| Finance | This 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 |
| Grants | This 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 |
| Learning | This 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 |
| Managers | This 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 Profile | This category provides articles on how to review and make changes to your employee information in Workday. | Account Preferences Manage/Modify Your Employee Information |
| Pay & Absence | This 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 |
| Procurement | This 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 & Onboarding | This 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 |
| Reporting | This 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 |
| Spanish | This category provides additional articles translated in Spanish. | Time Tracking Pay & Absence Basic Workday Functionality |
| Staffing & Compensation | This category provides articles on how to manage employee and contingent worker job changes as well as manage contingent workers, initiate a job change and manage 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 Tracking | This 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 |