Training
Core Information System Replacement
CISR Training Resources
Live training is generally offered via Zoom for your convenience. Employees also have access to downloadable step-by-step instructions and drop-in assistance sessions. Please see our training resources and class times (both virtual and in-person) below! Scroll to the bottom of this page for links to introductory videos in our growing library of support materials.
General Training
All Employees
Workday Basics Training: April 15th - April 19th
Audience(s): All Employees
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
SEE WORKDAY BASICS TRAINING DOCUMENTS
Training Times Virtual:
Courses will be held via Zoom. Please see signup sheet to register for virtual sessions.
Virtual links will be sent prior to the start of each class via email.
April 16th: 1:30 – 2:30 pm
Workday Essentials Training: April 8th - April 12th
Audience(s): All Employees
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 (ESS) 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 Elections
SEE WORKDAY ESSENTIALS TRAINING DOCUMENTS
Training Times Virtual:
Courses will be held via Zoom. Please see signup sheet to register for virtual sessions.
Virtual links will be sent prior to the start of each class via email.
April 18th: 2 – 3 pm
Management Training
People Managers and Supervisors
Workday People Managers and Supervisors Training: TBD
Audience(s): Managers
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)
Training Times Virtual: TBD
Expenses and Purchasing
Administrative Assistants, Faculty, Athletics, Admissions, Office Specialists, Executive Assistants and Managers
Workday Expenses Training: TBD
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
Training Times Virtual: TBD
Workday Procurement Training: TBD
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
Training Times Virtual: TBD
Supplier Invoices and Requests in Workday: TBD
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
Training Times Virtual: TBD
Amazon Punchout Purchasing: Training Documents Available
Audience(s): Authorized users eligible to make purchases via the Workday Amazon Punchout.
This course will cover how to place an order using the Workday Amazon Punchout
Training Modules:
Amazon Punchout Purchasing
Training Times Virtual: TBD
Spend Management Approvals in Workday: Coming Soon!
Audience(s): All Employees that 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 Videos
General Training
Choosing Apps in Workday – Time & Absence
How to choose apps, including the Time and Absence apps for both classified and unclassified employees.
Workday Time App – Filling Out Time Sheet
Using the Workday Time App to enter & submit time worked.
Workday Absence App – Requesting Time off
Using the Workday Absence App to request time off.
Workday Expense App – Expense Reporting
Using the Workday Expense App to create expense reports and request authorizations.
Workday – Verifying P-Card Transactions
Using Workday to verify outstanding Procurement Card (P-Card) transactions.
Workday – Placing an Amazon Order (Part 1)
How to get to the punchout in Amazon, how to search and place the order in Amazon, & how to finish the order process in Workday.
Workday – Placing an Amazon Order (Part 2)
How to approve a purchase in Amazon for Cost Center managers, as well as important info for those who are purchasing as orders in the punchout will not go through until the cost center manager approves the order.
Workday – Creating Receipts
How to upload a packing slip in the Workday system, also known as creating a receipt.
Make the Most of Okta’s Dashboard
Using Okta Dashboard to access Workday and other commonly used apps.
SOU Information Technology
Southern Oregon University IT Department
1250 Siskiyou Blvd.
Ashland, OR 97520
Phone: 541.552.6971
Email: cisr@sou.edu
