Training
Core Information System Replacement
Workday training for departments or work groups is available in person or virtually by arrangement. Session are available for the topics described below.
Complete this form to request a training session for you and your colleagues.
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
Management Training
People Managers and Supervisors
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
