Training
Core Information System Replacement
SOU is committed to ensuring faculty, staff, and students are prepared to use Workday Student. Orientation has been designed to meet the unique needs of users and is offered in multiple formats, including in-person, live virtual, and recorded. We encourage all members of the SOU community to review these resources early and return to this site as updates are posted. On this page, you can:
- Identify the sessions needed for your role
- Access learning materials and reference guides
- Learn where to go if you have Workday questions or concerns
Workday Orientation: Faculty & Staff
Faculty and staff will participate in role-based courses that focus on the tools and processes relevant to their work. Review the orientation topics and choose which topics to complete based on your role.
If you need assistance, please visit the User Support Resources page to connect with the appropriate department or IT support team.
Workday Student
Students
SEE WORKDAY STUDENT GUIDES FOR STUDENTS
IMPORTANT NOTICE: If you change any of your personal information in Workday, those changes will NOT be reflected in Banner. Workday will not be our definitive “source of truth” until September. So, if you have a new address and update it in Workday, you still need to update it in Banner Student Services so that it will be recorded in our current system of record.
Navigating Workday
Introduces students to Workday Student and the new system experience at SOU. Resources provide an overview of key terms, navigation tools, and essential features students will use throughout their academic journey.
Students will learn how to use global search and filters, manage their My Tasks inbox and notifications, review and update profile information, adjust account preferences, and access Workday on mobile.
By completing this track, students will be prepared to confidently navigate Workday and complete required tasks.
Who Should Complete
All SOU Students
Learning Options
Quick Reference Guides | Quick Tip Videos
New Student Onboarding
Guides new students through required onboarding steps in Workday. Students will learn how to complete tasks in their My Tasks inbox, including verifying identification, selecting a refund method, submitting required health documentation, reviewing revolving charge agreements, and confirming personal and contact information.
By completing this learning track, new students will be prepared to successfully finish onboarding requirements and avoid delays.
Who Should Complete
New SOU Students
Learning Options
Quick Reference Guides | Quick Tip Videos
Current/Continuing Student Onboarding
Guides continuing students through required onboarding tasks in Workday. Tasks may include reviewing and confirming personal and contact information, updating emergency contacts, managing Friends and Family access and third-party permissions, and consenting to receive tax documents (1098-T) electronically.
By completing this learning track, continuing students will ensure their information is accurate and their access preferences are properly set.
Who Should Complete
All current/continuing SOU students
Learning Options
Quick Reference Guides | Quick Tip Videos
Self-Service: How to Access & Manage My Information
Students learn how to access and manage their information in Workday. Students will learn how to navigate their Student Profile, review key tabs, and update personal and contact information. This track also covers how to view holds, review academic progress, access unofficial transcripts, and locate important student records.
By completing this learning track, students will be prepared to confidently manage their own information and monitor their academic status in Workday.
Who Should Complete
All SOU Students (New and Continuing)
Learning Options
Quick Reference Guides | Quick Tip Videos
Self-Service: Academics, Advising, and Registration
Students are guided through managing their academic journey in Workday. Students will learn how to review their Academic Progress Report, create and update Academic Plans, identify their assigned advisor, and prepare for advising conversations.
Students also learn step-by-step guidance on registering for classes and completing the full advising and registration process within Workday.
By completing this learning track, students will be prepared to plan their coursework, meet degree requirements, and successfully register for upcoming terms.
Who Should Complete
All SOU Students (New and Continuing)
Learning Options
Quick Reference Guides | Quick Tip Videos
Self-Service: Financial Aid & Finances
Walks students through how to manage their financial information in Workday. Students will learn how to view and complete financial aid action steps, review and accept financial aid awards, and monitor their student account. Also covers how to make payments, set up payment plans, and stay informed about important financial deadlines.
By completing this learning track, students will be prepared to manage their financial aid and account responsibilities with confidence.
Who Should Complete
All SOU Students (New and Continuing)
Learning Options
Quick Reference Guides | Quick Tip Videos
Workday Student
Faculty & Staff
SIGN UP FOR IN-PERSON ORIENTATION (3/9-4/2)
SEE WORKDAY STUDENT GUIDES FOR FACULTY & STAFF
Quick Guides Every Employee Needs
Update Your Profile View—Select default “worker” view to restore quick links and employee menu
Manage Search Categories—Add the “Student” data category to your search options before you do anything else!
Start Here: Navigating the Student Profile and Self-Service
This introductory course presents an overview of the student-facing components of Workday. Participants will learn how to access and navigate the Student Profile, review key personal and academic information, and understand the purpose of key tabs and actions.
The session also explores Workday from the student perspective, including My Tasks, Action Items, and applications such as the Academics Hub. By the end of the course, attendees will be able to confidently locate student information and guide students through common self-service activities.
Who Should Complete
Faculty and staff who work directly with students or support academic and student-facing processes. Serves as the foundational basis for all other sessions and should be completed before any others.
Learning Options
In-person | Live virtual | Pre-recorded | Quick Reference Guides | Quick Tip Videos
Advising in Workday
This session prepares advisors to use Workday Student tools that support advising and academic planning. Participants will review related components of the Student Profile, such as academic standing, class level, degree type, program of study (major), and placement information.
Essential advising processes covered include adding or changing programs of study, reviewing and resolving student holds, understanding advisor assignments, working with student cohorts, and accessing the Academic Progress Report (Workday’s degree audit tool, replacing DegreeWorks). Advisors will also learn how to review and build Academic Plans to support students’ degree pathways.
By the end of this session, participants will be able to confidently navigate advising tools in Workday and support students through core academic planning processes.
Who Should Complete
All faculty and staff who perform advising functions, including:
Academic Advisors
- Faculty/Major Advisors
- Student Success Coordinators
- Seminar Instructors (Degree in 3/Bridge)
- TRIO
- Office of International Programs
Student Support
- Disability Services
- Athletics
- Raider Student Services
- UCAM Academic Support Advisors
Learning Options
In-person | Live virtual | Pre-recorded | Quick Reference Guides | Quick Tip Videos | Department-Specific Sessions
View Student Academic Progress
This course provides an in-depth review of the Academic Progress Report in Workday, SOU’s degree audit tool, replacing DegreeWorks. Participants will learn how to navigate the report, interpret requirements, and evaluate a student’s academic standing.
The session covers how to distinguish between general education and program-specific requirements, identify completed coursework, and determine remaining requirements needed for degree completion. Attendees will gain hands-on familiarity with locating and reviewing key academic progress information to support advising and student planning.
By the end of this course, participants will be able to confidently interpret and evaluate a student’s Academic Progress Report in Workday.
Who Should Complete
Advisors and staff who regularly review degree audits or need additional practice navigating the Academic Progress Report. Recommended for anyone who currently uses DegreeWorks.
Learning Options
In-person | Live virtual | Pre-recorded | Quick Reference Guides | Quick Tip Videos | Department-Specific Sessions
Workday for Instructors
This course prepares teaching faculty to use Workday tools that support instruction and course management. Participants will learn how to navigate the Teaching app, access course rosters, review student information, submit grades, and manage prerequisite overrides.
The session focuses on the core tasks instructors will complete in Workday to support their courses and students. By the end of this course, participants will be able to manage essential teaching responsibilities within Workday confidently.
Who Should Complete
All teaching faculty, including full-time and adjunct instructors.
Learning Options
In-person | Live virtual | Quick Reference Guides | Quick Tip Videos
Workday for Academic Administrators
This course prepares academic leaders to manage program-level responsibilities in Workday Student. Participants will learn how to oversee and manage student cohorts, including adding and removing students, as well as how to waive or override major requirements when appropriate.
The session focuses on tools that support academic oversight, program management, and decision-making within Workday.
By the end of this course, participants will be able to confidently manage cohorts and major requirement exceptions in support of their programs.
Who Should Complete
Deans, department chairs, program directors, and other academic administrators responsible for overseeing academic programs and student progression.
Learning Options
In-person | Live virtual | Quick Reference Guides | Quick Tip Videos
General Training
All Employees
Workday Basics
Audience(s): All Employees
Duration: One Hour
This introductory course will introduce all audiences to Workday with a focus on user experience and key terms demonstrating WD’s navigation/tools and updating personal information.
Training Modules
- Log-in & Navigation
- Verify Contact Information
- View Org Chart
- Change Names
- Update Contacts (Personal & Emergency)
- Manage Education & Job History
- Search Toolbar and Filters
- Org Chart
Workday Essentials
Audience(s): All Employees
Duration: One Hour
This course is for all faculty, staff, and student employees and should be taken before attending specialized Workday training. Participants will learn about employee self-service functionality in Workday, including a basic overview of the key tasks employees will use.
Training Modules
- Absence and Time Tracking – Request absence (and correct), view absence balance, enter time worked
- Benefits – Edit dependents, manage beneficiaries, change benefits for life event
- Payroll – Change W-4 elections, view W2, view pay slips, manage payment options
SEE WORKDAY ESSENTIALS DOCUMENTS
QUICK TIP VIDEO: CHOOSING APPS IN WORKDAY – TIME & ABSENCE
QUICK TIP VIDEO: FILLING OUT YOUR TIME SHEET
QUICK TIP VIDEO: REQUESTING TIME OFF
Workday People Managers and Supervisors
Audience(s): Managers
Duration: One Hour
This course will build upon the Workday Essentials for Employees course, introducing functionality that People Managers and Supervisors will use to manage teams. This will include approval of time worked, absence, and the team management dashboard.
Training Modules
- Manage Team Absences
- Approve/Correct Time for a Direct Report (Team Time)
Expenses and Purchasing
Administrative Assistants, Faculty, Athletics, Admissions, Office Specialists, Executive Assistants and Managers
Workday Expenses
Audience(s): Administrative Assistants, All Faculty Department of Athletics, Executive Assistants, Managers
This course will cover basic expense reimbursement in Workday and is intended for employees who request reimbursement for expenses, as well as staff who manage expense reports.
Training Modules
- Create Expense Report
- Per Diem Guides
- Create Spend Authorization
SEE EXPENSES DOCUMENTATION
QUICK TIP VIDEO: EXPENSE REPORTING
Workday Procurement
Audience(s): Administrative Assistants, All Faculty Department of Athletics, Executive Assistants, Managers
This course will cover basic purchasing tasks in Workday and is intended for employees who make purchases on behalf of the college and staff who manage purchasing activities for their departments.
Training Modules
- Create Requisition
- Create Receipt
- Procurement Card Verification
SEE PURCHASING DOCUMENTATION
QUICK TIP VIDEO: VERIFYING P-CARD TRANSACTIONS
Supplier Invoices and Requests in Workday
Audience(s): All employees who create suppliers or supplier invoice requests.
This course will cover basic purchasing tasks in Workday and is intended for employees who create suppliers and supplier invoice requests.
Training Modules
- Create Supplier Invoice Request
- Create Supplier Request
Amazon Punchout Purchasing Training
Audience(s): Authorized users eligible to make purchases via the Workday Amazon Punchout.
This course will cover how to place an order using SOU’s Amazon Business account.
Training Modules
- Amazon Punchout Purchasing
SEE AMAZON PUNCHOUT DOCUMENTATION
QUICK TIP VIDEO: AMAZON PUNCHOUT PURCHASING PART 1
QUICK TIP VIDEO: AMAZON PUNCHOUT PURCHASING PART 2
Spending Management Approvals in Workday
Audience(s): All employees who approve supplier invoice requests, requisitions or expense reports.
This course will cover approving invoice requests, requisitions and expense reports.
Training Modules
- Approve supplier invoice request
- Approve requisitions
- Approve expense reports
Training dates/times and documents are coming soon!
QUICK TIP VIDEO: CREATING A REQUISITION PART 1
QUICK TIP VIDEO: CREATING A REQUISITION PART 2
QUICK TIP VIDEO: CREATING A REQUISITION PART 3
QUICK TIP VIDEO: CHANGING THE ADDRESS ON A REQUISITION
QUICK TIP VIDEO: APPROVING A REQUISITION
SOU Information Technology
Southern Oregon University IT Department
1250 Siskiyou Blvd.
Ashland, OR 97520
Phone: 541.552.6971
Email: cisr@sou.edu
