Workday Fundamentals for HR and Finance Users (SAMPLE COURSE)
Build confidence using Workday day-to-day. This practical course introduces HR and Finance users to core navigation, processes and everyday system tasks used within their organisation’s Workday environment.
In this course, you will learn how to:
- Navigate Workday and understand its core principles
- Use the Inbox, notifications and apps effectively
- Follow and track business processes end to end
- Complete key tasks such as requesting absence and submitting expenses
- View and use standard Workday reports, including headcount and expenses
- Delegate tasks when away to keep processes moving
Who is this course for?
HR and Finance users who need a clear, practical introduction to Workday and how it is used within their organisation, including common processes and day-to-day transactions.
Enquire NowFrequently Asked Questions
Is this a fixed Workday course?
Can you tailor this training to our Workday setup?
Who typically attends this training?
Is this Workday training delivered onsite or virtually?
What will users be able to do after the training?
Course Outline
Course overview
Duration: Typically 1 day (shaped to your configuration and audience)
This Workday Fundamentals training module is aimed at HR and Finance employees who need a clear overview of the Workday system and the core people processes they interact with.
It shows how processes are managed and tracked and how to navigate within the system and perform key tasks.
Objectives
By the end of the course you will be able to:
- Describe the basic principles of Workday
- Navigate within Workday
- Understand the Business Process Framework by Requesting an Absence and Creating an Expense Report
- Manage your Inbox
- Follow and track processes
- Use the Workday reports
- Delegate tasks whilst away
Content
Workday Fundamentals
- Business Processes
- Hierarchies
- Security roles
- Integration
- Navigation
- Using the Workday Assistant
- Notifications and the Inbox
Employee Self Service
- Updating personal details
- Your profile
- Viewing time off and benefits
- Competencies
Absence Management
- Requesting annual leave
- Reporting sickness
- Requesting a leave of absence
- Returning a worker from leave
- Approvals
- Inbox vs Archive
Job Change
- Common changes, e.g. change of job details, change in working hours, compensation, location or cost centre change, promotion.
- Contractor/Contingent Worker changes
- Complex job changes, e.g. fixed-term to permanent, move to another manager, secondment, decrease in responsibility
Termination
- Voluntary vs involuntary
Resourcing
- Position management
- Creating a position
- Raising a job requisition
- Contingent workers vs permanent
Onboarding
- Completing the offer form
- Generating a contract
- Candidate input
- Acceptance of hire
Delegations
- Delegating tasks while away
Reporting
- Viewing reports
Why Choose Underscore for Workday Training?
Underscore Group delivers practical, instructor-led Workday training that helps organisations adopt the system confidently and use it effectively day to day. Based in Sussex and supporting organisations across the UK, we specialise in role-focused, real-world learning that reflects how Workday is used in practice, not just how it works in theory.
Our Workday training is shaped by deep experience in business change and system adoption. Every programme is tailored through consultation to reflect your organisation’s configuration, processes and user needs, ensuring learning transfers directly into everyday use and supports long-term capability.
Our Workday training programmes have supported organisations in sectors including engineering, healthcare and professional services.
- Trusted by leading UK organisations
- Proven experience delivering Workday training
- Strong heritage in business change and system adoption
- Training tailored to your organisation’s processes and ways of working
- Expert trainers with real-world Workday experience
- Virtual & onsite delivery across the UK
- Six months of post-course support
Get in Touch
Talk to us about your Workday Training needs.
Click Enquire Now and our team will talk through your requirements and help you decide whether this approach is right for your organisation.
Enquire NowLooking for training in a different area?
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