SJSURF Workday Training

1. Workday Toolbar Navigation Tutorial
2. Workday Global Navigation Menu
3. Workday Shortcuts

Target Audience: All Employees (except SJSU students)
Presenter: Jocelyne Peña

Training Resources

– Training Video Recording
– Scribe: How to Change Commuter and Retirement Benefit Online

Description

Benefits: How to enroll/waive benefits-retirement plan, parking, Commuter Flexible Spending Account (FSA).

Target Audience: All Active Employees
Presenter: Myles Reed

Training Resources

Description

Human Resources: Employee Dashboard — Learn how to navigate your employee dashboard, including:
– Accessing and updating your employee profile
– Using the menu options
– Updating Direct Deposit (DD), W-4, Emergency Contact, and EEO information
– Viewing your payslips, W-2s, and 1095 forms

Target Audience: All PIs & Account Signers
Presenter: Ranjit Kaur

Training Resources

– Training Video Recording (coming shortly)
– Scribe: Faculty Reappointment Process
– Scribe: Job Change — Account and/or Salary Change (for non-faculty employee)
– Scribe: Add Job — Hiring existing employee under different Manager/PI
– Scribe: Convert Contingent Worker to Employee
– Scribe: How to Terminate Employee in Workday
– Scribe: Extend/Reappoint a Non-faculty Employee

Description

Human Resources: How to manage employment changes — salary action, account change/extension, add job, end job, and termination.

Target Audience: All PIs & Administrative Staff
Presenters: Ranjit Kaur & Vicky Farias

Training Resources

– Training Video Recording
– Scribe: How to Hire a Benefited Position — Hiring Manager
– Scribe: Faculty New Hire Process
– Scribe: Non-benefited New Hire Process (for all student employees and other temporary positions)
– Scribe: How to Approve a Job Requisition — OSP
– Scribe: Completing Employment Eligibility Verification Form I-9
– Scribe: Completing Your Onboarding Process in Workday
– Scribe: Hire Contingent Worker (volunteer, PI managing employees but not paid through RF)

Description

Human Resources: For non-benefited, faculty, and benefited positions.

Target Audience: Central Office, All PIs, & Administrative Staff
Presenter: Loralee Quintero

Training Resources

– Training Video Recording
– Scribe: Creating Purchase Order Requisitions In Workday
– Scribe: Requesting a New Supplier
– Scribe: Creating a Non-PO Supplier Invoice Request in Workday

Description

Finance/Acounts Payable: This workshop will cover the following processes:

– Submitting purchase order requisitions through Workday
– Submitting non-PO invoices through Workday
– Requesting a new supplier through Workday
– Approving requisitions and invoices
– General information and questions

Target Audience: All Benefited Employees and their Supervisors
Presenter: Vicky Farias

Training Resources

– Training Video Recording
– Copy Last Year's Goals to Workday
– Complete Self-Evaluation
– Create Goals for Upcoming Year
– Updated Employee Rating Scale [pdf]

Description

Overview of the performance evaluation process and how to complete it in Workday.

Target Audience: All Benefited Employees and their Supervisors
Presenter: Vicky Farias

Training Resources

– Training Video Recording

Description

Overview of the performance evaluation process and how to complete it in Workday.

Target Audience: PIs
Presenters: Lan Ngoc Duong & Amy Zhao

Training Resources

– Training Video Recording
– Scribe: How to search for your award in Workday
– Scribe: How to run Account Status Report – PIs on-line

Description

In this Workday training session, the OSP Post-Award Associate Director and Manager will walk through how to navigate the system to access grant account information. There will be a demonstration of key details, such as remaining balances, purchase orders, and expense history.

Target Audience: PIs for Self-support Programs
Presenters: Ricky Yoneda & Patrick Murray

Training Resources

– Training Video Recording
– Scribe: Program Accounts in Workday [pdf]
– Slides: Program Accounts in Workday [pdf]

Description

This workshop will cover the following processes:

– Funds recorded as revenue
– Interfund transfers done via journal entries
– Admin fees
– Timing of calculations
– Fees

Target Audience: All Active Employees
Presenter: Vicky Farias

Training Resources

– Training Video Recording
– Scribe: How to Submit Timesheet — Exempt
– Scribe: How to Submit Timesheet — Faculty
– Scribe: How to Submit Timesheet — Hourly
– Scribe: How to Submit Timesheet — Multiple Position
– Scribe: How to Request Time Off

Description

Payroll: Instructions for submitting timesheets and time off for hourly, exempt, faculty, and multiple positions.

Target Audience: All PIs & Account Signers
Presenter: Vicky Farias

Training Resources

– Training Video Recording
– Scribe: How to Approve Timesheets — PIs, Account Signers
– Scribe: How to Delegate Timesheets — PIs, Account Signers

Description

Payroll: Learn how to review and approve time entries and time off/leave requests.

Target Audience: Central Office, All PIs, & Administrative Staff
Presenter: Loralee Quintero  

Training Resources

– Training Video Recording
– Scribe: Travel Authorizations and Expense Reports
– Scribe: Reconcile and Verify P-Card Transactions in Workday

Description

Finance/Accounts Payable: This workshop will cover the following processes:

– Spend Authorization: Approval for travel will be submitted through Workday rather than using our current RAT form (employees only, separate process for students and non-employees)
– Expense Reports: Creating expense reports in Workday for travel or expense reimbursement. How to link your expense report to your Workday travel authorization.
– Approving Spend Authorizations and Expense Reports.
– P-Card Reconciliation: How to reconcile your P-Card charges using Workday. How to delegate reconciliation to support staff.
– General information and questions