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Operational Transformation
Workday Student
Workday Student Training Resources & Support
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Welcome to the Workday Student Training section of the Operational Transformation website! This website is designed to provide all the necessary information and resources related to Workday Student Training. On this page, you will find a variety of materials for faculty, staff, and students to assist you in working with Workday Student modules. As we move closer to launching Workday Student on April 1st, 2024, we will continually update this page with more information and updates. We would like to encourage you to visit the Workday Student Training page regularly to stay up-to-date.
Would you like assistance with Workday? Review the options below. We are here to help you! All are welcome!
Available Demonstration Sessions and Registration Rallies in SLCC Week of 4/22/2024Please review the session schedule below for location and intended audience.
Workday: Basics
Join us for an insightful training session on Workday Basics, where we’ll dive into the core features that streamline your experience within the system. Discover the power of customizing your Menu for quick access to apps and tasks, learn the intricacies of Workday’s robust Search functionalities with handy prefixes, and get a feel for the new “My Tasks” feature.
This session is designed to enhance your productivity in Workday by mastering the Home button, Notifications, and Inbox, as well as understanding Alerts and error messages for smoother operations. Whether you’re a student, faculty member, or staff, our training will cover specific menu options tailored to your role, ensuring you leave the session ready to tackle your daily tasks with ease.
Monday (4/22/2024) – In Person 9AM – 9:45AM | Faculty, Staff, Students | SLCC 2300B 12PM – 12:45PM | Faculty, Staff, Students | SLCC 2300B Tuesday (4/23/2024) – In Person 9AM – 9:45AM | Faculty, Staff, Students | SLCC 2300B 12PM – 12:45PM | Faculty, Staff, Students | SLCC 2300B Wednesday (4/24/2024) – In Person 9AM – 9:45AM | Faculty, Staff, Students | SLCC 2300B 12PM – 12:45PM | Faculty, Staff, Students | SLCC 2300B Thursday (4/25/2024) – In Person 9AM – 9:45AM | Faculty, Staff, Students | SLCC 2300B 12PM – 12:45PM | Faculty, Staff, Students | SLCC 2300B Friday (4/26/2024) – Zoom Session 9AM – 9:45AM | Faculty, Staff, Students | Zoom Session 12PM – 12:45PM | Faculty, Staff, Students | Zoom Session
Workday: Academic Planning & Registration
Join us for an informative training session on Workday Academic Planning & Registration. During this session, we will be exploring the features that will simplify your experience in the Academic Advising and Planning & Registration processes for faculty, students, and staff.
Monday (4/22/2024) – In Person 11AM – 12PM | Faculty | SLCC Atrium 2PM – 3PM | Students | SLCC Atrium
Tuesday (4/23/2024) – In Person 11AM – 12PM | Faculty – Registration & Training Support | SLCC Atrium 12PM – 5PM | Student – Registration Rally | SLCC Atrium
Wednesday (4/24/2024) In Person 11AM – 12PM | Faculty – Registration & Training Support | SLCC Atrium 12PM – 5PM | Student – Registration Rally | SLCC Atrium Thursday (4/25/2024) In Person 11AM – 12PM | Faculty – Registration & Training Support | SLCC Atrium 12PM – 5PM | Student – Registration Rally | SLCC Atrium 6PM – 7:30PM | Students | Zoom Session
Friday (4/26/2024) – Zoom Session 11AM – 12PM | Faculty | Zoom Session 12PM – 1PM | Students | Zoom Session
*Friday Zoom sessions will reoccur on a weekly basis for the month of April. A link to the Zoom sessions will be available upon registration for the event.
1. Menu – The Menu in Workday includes applications and shortcuts that allow for easy access and navigation in the system. The structure of applications and shortcuts can be edited to personal preferences.
2. Gallaudet Icon – The Gallaudet University icon will work as the home button in Workday. You can use this as an easy way to access the home page and its applications.
3. Search Bar – The Workday search bar in Workday allows users to quickly find and navigate to specific tasks, reports, and records within the system.
4. Notifications – Notifications in Workday provide timely alerts and messages, keeping users informed about important tasks, deadlines, or updates within the system. Users can select the notifications icon to find more details about specific notifications and messages.
5. My Tasks – The latest Workday Release has replaced the Inbox feature with My Tasks, which offers an improved navigational experience. You can easily access all the features of your old Inbox from the new Navigation panel, which you can collapse to maximize screen space. You can search for task titles across All Items, Archive, and Filters to find and work on tasks more efficiently. You can also sort and organize your tasks as per your preference. You can choose between two different views of your tasks using the new Display Density options. The Simple view allows you to quickly browse through task titles, while the Detailed view provides additional information about each task. You can use a saved search to automatically organize all tasks that match specific search criteria.
6. Profile – The Profile icon in Workday typically represents a user’s personalized account settings and preferences. By selecting on this icon, users can access their profile to view and update personal information, adjust privacy settings, and customize preferences for an enhanced user experience within the system.
Workday Accessibility optimizes tasks for users on assistive technology, referencing standards set by:
Workday accessibility features enable users on assistive technology to:
Accessibility in Workday is available to all users upon signing in to Workday and requires no additional configuration in Edit Tenant Setup tasks. For more information about accessibility, check out the Workday Accessibility Website by selecting the link below.
Accessibility within Workday
Please refer to the following list of job aids for assistance with Workday Student tasks. Select the link to access the job aid you need to review. You may be required to login to MyGU to access the PDF document.
Workday Student Terminology Workday Icon Glossary
Create an Academic Plan and Schedule Job Aid
Request Dissertation Topic, Committee, and Defense Job Aid View my Important Contacts and Support Network Job Aid
Register for Course Section Job Aid Registering for Classes From Saved Planned Schedule Job Aid Register for a Waitlisted Course Section Job Aid
New Student Onboarding Job Aid Continuing Student Onboarding Job Aid
Accept and Decline Awards Job Aid Award Communications Job Aid Completing Action Items Job Aid Financial Aid Student Site Job Aid
Requesting Student Clubs and Organizations Job Aid Update Contact Information Job Aid Update Personal Information Job Aid View and Update Friends and Family Information Job Aid View and Edit Name Information Job Aid
Set Up My Payment Elections and Refunds Job Aid Updating My Payment Elections and Refunds Job Aid View and Print 1098-T Job Aid
Apply for Program Completion Job Aid Create Class Schedule Job Aid Declaring a Major and Adding Additional Programs/Adjustments Job Aid Dropping a Course Job Aid Request Transcript Job Aid – In Progress to Be Posted Register for Classes Job Aid Register for a Waitlisted Course Section Job Aid Request Prerequisite Overrides for a Course Section Job Aid Request & Return from a Leave of Absence Job Aid View Student Notes Job Aid View My Academic Record Job Aid View My Grades Job Aid View My Holds Job Aid View My Schedule Job Aid
Reviewing & Approving Dissertation Proposals – Navigation Specialist Job Aid Commonly Used Tasks and Reports in Advising Reviewing Dissertation Proposal Job Aid Managing Override Academic Requirements Job Aid Creating, Editing, and Viewing Practical Learning Job Aid Managing Special Populations and Cohorts – GU Advising Administrator – Job Aid GU – Advising Dashboard Overview Job Aid Update Student Program Completion Job Aid Managing Academic Plans for UG and ASLC Students Managing Academic Plans for GR Students
Commonly Used Tasks and Reports in Academic Foundations Creating Student Eligibility Rules Job Aid Creating Student Hold Reasons Job Aid Managing Student Holds Job Aid Managing Student Notes Job Aid
Commonly Used Tasks and Reports in Financial Aid Creating and Maintaining Action Items Job Aid Financial Aid Navigational Job Aid Fix It Cancel Complete Action Item Events Job Aid Managing Student Holds Job Aid
Commonly Used Tasks and Reports in Recruiting & Admissions Financial Aid Navigation Job Aid Manage Application Grouping Job Aid Managing Admissions Counselors’ Job Aid Managing Student Tags for Admissions Job Aid Mass Operations Management – Finalizing Application Decisions Job Aid Viewing and Managing Student Applicant Types Job Aid
Commonly Used Tasks and Reports in Student Financials Managing Student Holds Job Aid Reviewing & Withdrawing Student’s Financials Job Aid
Academic Record Status Reason Job Aid Changing Student Program of Study Record Job Aid Commonly Used Tasks and Reports Job Aid Commonly Used Tasks and Reports Student Records Create Special Topics Course Job Aid Creating a New Course in Workday Job Aid Deceased Student Event Job Aid Manage Student Cohort Membership Job Aid Manage Veteran Services and Military Status Job Aid Managing Course Sections Job Aid Managing Course Section Waitlist Job Aid Managing Courses Job Aid Managing Graduation Apply and Program Completion Job Aid Managing Student Accommodation Job Aid Managing Student-Athletes and Associated Information Job Aid Managing Student Holds Job Aid Managing Student LOA, Withdrawals, and Dismissals Job Aid Managing Student Personal Information Job Aid Managing Student Program of Study Job Aid Mass Register Students’ Job Aid Creating Registration Appointments Job Aid Registration Drops and Soft Drop Job Aid Registration Troubleshooting Console – Administrator View Job Aid Reviewing and Approving Student Clubs and Organization Job Aid
Assign Final Grades Job Aid Viewing Course Section Components Job Aid Verify Participation for My Course Section Job Aid View Course Section Roster Job Aid View Teaching Schedule Job Aid Change Final Grade for Student Job Aid
Academic Unit Overview
Academic units are vital components of the Workday Student system, representing schools, colleges, universities, or other organizational units within Gallaudet University. They play crucial roles in student recruitment, admissions, and program offerings. Within Workday, academic units also oversee academic appointments. However, it’s important to note that while Workday stores academic appointments within academic units, supervisory organizations remain responsible for managing Workday HCM functions such as compensation and job profiles.
Academic Unit
To effectively structure academic units within Workday Student, you can utilize subtypes such as schools, departments, institutes, centers, colleges, or programs. Once defined, create academic units that align with these subtypes to reflect your institution’s academic unit structure in Workday accurately.
Academic Level
Academic levels and Academic Units can control essential functions such as student admissions, financial aid configuration, course and program offerings, and prospect recruitment. This allows for streamlined management of these processes within each unit. Configurations set at a higher academic unit level can be inherited by lower-level units, reducing the need for redundant setup work and ensuring alignment with the overarching academic structure. These benefits contribute to a more organized and efficient management of academic units within Workday Student. As a result, this enhances the overall functioning of the institution’s academic operations.
*Here is an example of the academic unit structure at Gallaudet University. Note that not all academic units are present in this image.
Effective dating is a feature in Workday that offers several benefits for configuration management. Firstly, it allows making changes that will come into effect in the future, which means that strategic planning can be done without causing disruptions to current operations. Secondly, it saves time by enabling changes to be made in advance and offers greater flexibility in updating configurations as needed. Thirdly, it maintains a version history of configurations, providing a clear audit trail of changes over time for accountability and compliance purposes. However, effective dating can also complicate transactions, especially when dealing with overlapping or conflicting effective dates. Therefore, it requires careful management and attention to detail.
Overall, effective dating in Workday enhances configuration management by providing a structured approach to managing changes over time, balancing the need for flexibility with the requirement for accuracy and compliance.
Examples of Effective Dating in Workday:
Business Processes
Business processes in Workday offer several key benefits. They provide a structured workflow for completing tasks and achieving business objectives, ensuring consistency and efficiency in operations. Workday assigns tasks to appropriate roles based on their security group membership, enforcing security and business rules and ensuring that tasks are completed by authorized personnel. Any user with the right role can initiate a business process, allowing for flexibility in starting processes and promoting user autonomy. Business processes also notify responsible users at each step and progress based on their feedback, enabling real-time tracking of process status and facilitating timely decision-making. Additionally, business processes in Workday can be customized or copied to suit different organizational needs, providing flexibility and reusability of process definitions. Subordinate organizations inherit the business process definitions of superior organizations, promoting consistency across the organization unless customized definitions are specified. Overall, business processes in Workday help organizations streamline their operations, enforce business rules, and ensure that tasks are completed efficiently and effectively.
Business Process Definition
The business process definition in Workday is a list of tasks and responsible roles that make up the process. Workday offers a graphical view of these processes for communication and confirmation purposes. You can’t change the step type of existing steps in a business process definition, but you can remove and add steps as needed. When copying or linking to a business process definition, the effective date cannot be set before the original creation date.
Business Process and Security
Each step in a business process definition in Workday is linked to a security group determining who is responsible for that step. The business process is governed by a business process security policy, dictating who can start the process, perform action steps, act on the entire process, approve or cancel steps, and reassign tasks. Audit trail entries are generated when you tag a business process and modify its security policy. The Audit Trail Report records multiple entries when a security policy is edited for the first time without changes. Even before activating the change, an entry is logged for any security change to the policy. Updating security policy permission prompts is reflected in the Lineage column of the report, showing the path to the section on the policy but not the specific change. When inactive security groups in your tenant are associated with actions no longer available in the policy, you can remove them using the “Remove Inactive Security Groups from Unavailable Actions” task found under Business Process Administration, Security Activation, and Security Configuration.
Examples of Student Business Processes:
When you interact with the “Submit Button,” you are working with a Business Process in Workday.
Programs of Study Overview
The Programs of Study at Gallaudet University offer several benefits. Firstly, they provide structured educational paths for students, ensuring that they meet the educational objectives set by the university. Secondly, these programs represent the educational objectives offered at Gallaudet University, providing students with a clear understanding of what they will achieve by completing the program. Thirdly, Programs of Study drive the student’s academic experience, offering a curriculum that is relevant to their chosen field of study and interests.
Program of Study Types Overview
At Gallaudet University, the study programs offered are classified into four different types, each having specific characteristics:
At Gallaudet University, undergraduate students are admitted into an Undeclared major and declare a major later in their academic experience. Graduate students, on the other hand, are admitted into a major upon matriculation, indicating their primary area of study from the beginning of their program.
Educational Credentials
Educational Credentials are the credentials that students at Gallaudet University receive upon completing a program of study, such as a Bachelor of Arts.
Academic Calendars
Academic Calendars are made up of Academic Period Types, Academic Calendars, Academic Years, and Academic Periods. In Workday Student, an academic calendar is a structured framework that defines the organization of academic periods within an academic year. It includes details such as the start and end dates for each academic period, such as semesters, quarters, or terms, as well as any breaks or holidays. The academic calendar serves as a reference for scheduling academic activities and helps ensure consistency in the timing of events across the institution.
Academic Period Types
Academic period types are predefined date ranges that align with key periods in the academic year, typically corresponding to major semesters like Fall, Spring, and Summer. These periods provide a framework for organizing and reporting academic activities and schedules.
Academic Periods
Academic Periods in the Workday can be fixed or dynamic academic periods. Fixed periods have a set start and end date. For example, when using Fall 2024 as a fixed period the system will view the start and end dates for that period. Dynamic period entry allows you to select a specific date instead of a predefined academic period.
Non-Standard Academic Periods
Nonstandard periods in Workday Student are academic periods that do not align with the main periods of the year, such as intercessions or express periods.
Academic Years
An academic year is a period of time that typically corresponds to the duration of the academic program or course of study. It includes multiple academic periods, such as semesters or quarters, and encompasses the start and end dates for each of these periods. The academic year serves as a framework for organizing and scheduling academic activities, including classes, exams, and breaks, within a specific timeframe.
Example of an Academic Year Structure
In Workday Human Capital Management (Workday HCM), you can use academic units to manage appointments and keep track of someone’s academic career at Gallaudet University. There are different types of appointments, like active, terminated, emeritus faculty, clinical faculty, contingent workers, and visiting academics. Sometimes a faculty member can have more than one appointment at the same time, like being a Professor in the Biology department and also serving as Dean.
Academic appointments are used to keep track of someone’s time at Gallaudet University and their relationship with an academic unit over time. Even though it’s not a job, you can link an appointment to a filled position if you want.
Workday has three business processes to track academic appointments for paid and unpaid academic members, which include important dates, academic unit affiliation, rank, title, and tenure status. You can also record other types of appointments, like administrative, adjunct, and courtesy appointments, as well as participation in centers, institutes, and programs.
The academic appointment business processes are available as related actions on Academic Units, Academic Workers, Academic Affiliates, and Students.
Workday Security refers to the system and processes used to control access to data and functionality within the Workday platform. Workday Security ensures that users have the appropriate level of access to perform their job duties while protecting sensitive information from unauthorized access. This includes defining roles and permissions, managing user access, and ensuring compliance with security policies and regulations. Workday Security plays a crucial role in maintaining the confidentiality, integrity, and availability of data within the Workday system.
Role-Based Security: This is the foundation of security in Workday. Roles define a set of permissions that determine what actions a user can perform and what data they can access. Users are assigned roles based on their job responsibilities.
User-Based Security: User-based security allows administrators to define additional security settings for individual users, such as restricting access to sensitive data or functions.