Workday Demos
Miami University faculty and staff are invited to engage with Workday demos. Demos are early access system demonstrations. Formal training for the below topics will take place at a later time.
Demos
Courses and Course Sections Demo
Discover how Workday streamlines scheduling activities with simplified course section creation and ongoing maintenance.
Access the Demo
You can access the Courses and Course Sections demo in Workday Learning (login required).
Key Features
- Creating and Managing Courses
- Finding and Managing Course Sections
Intended Audience
This demo is designed specifically for schedulers and department chairs, but all are welcome to view the demo.
You can view the answers to questions asked during and after the Courses and Course Sections Ask the Expert Session on March 31, 2026.
These courses will follow the standard course section naming convention with the addition of the modifier at the end (e.g. ENG 435 A-A).
Schedulers will receive an error message if a room is unavailable when creating a course section, and we are working to develop some reports to provide increased visibility into where the conflict/overlap is occurring.
No, all courses must be created within the academic period dates.
Workshop courses can be built with any start/end dates so long as they do not fall outside the start and end dates for the academic term. Unless otherwise approved by the Office of the University Registrar, all other courses (non-workshop) should use the non-standard academic period dates.
Most things known as attributes in Banner are referred to as tags in Workday. Tags live in two different places: the course and the course section. Any tags that live on the course cannot be changed, but additional tags can be added at the course section level.
All schedulers will be placed in a specific security group in Workday that allows them to access the different scheduling tasks from their own account.
No, because we so frequently deal with cross-listed (or what will be referred to as overlap in Workday) courses, we couldn’t apply restrictions that allowed schedulers to only develop courses within their department. Leadership trusts that everyone will do the work they are responsible for, and therefore did not want to restrict anyone in case there are special circumstances, such as covering for another area or department.
Term codes (e.g. 202710) will be retired with the transition to Workday. Terms in Workday will be
referred to as “2027 Fall Semester” as an example.
referred to as “2027 Fall Semester” as an example.
Schedulers will have to build the first academic year of course sections in Workday and then the course sections will roll from like terms just as they did in Banner as long as there is not a major change to the structure of the academic calendar (e.g. completely changing the parts of term). If we have to add a new part of term, resulting in a new academic calendar, then we would be required to create the entire academic year again. The likelihood of this is not high, and it is our goal to prevent it for as long as possible.
CRNs are unique to Banner. Course sections in Workday will be identified by the section code (e.g. ENG 111-A, ENG 111-B, etc.) Students, staff, and faculty will all view these section codes in the same format.
No, this page cannot be altered/changed.
The information that pre-populates from the course to the section will display when you start the course section creation process. The schedulers will need to populate any other required information. More detailed instructions will be provided as we approach training delivery.
Like the “Projected” field in Banner, this will give the Office of the Provost an idea of the anticipated enrollment in a course section while allowing the department to manage actual capacity.
Yes, “Public Notes” will be viewable on the schedule for anyone to see, similar to the text currently entered in SSATEXT, and here you don’t have to worry about entering a special character to get it to appear.
We have added the “Standard Fall/Spring” and “Standard Summer” time blocks for easy entry while creating a course section.
In an effort to be as transparent as possible, we want to recognize that this will be a bit of a challenge in Workday. We are working on a report to assist with identifying an open location for a course section based on meeting pattern because Workday does not display this like Banner did. However, Workday provides good guardrails through error messages with detailed descriptions which you will receive if you enter a location that has already been added while building a course section.
The “cross-list” term does not exist in Workday. In Workday, the term “overlap” is used when two or more courses share the same meeting pattern and location. More will be relayed as we approach formal training, but it is important to know now that if courses are not properly overlapped, only one course will carry the location when the course is published.
Instructor eligibility will continue to be managed by HR/Academic Personnel. Instructors will either be listed as “instructor” or “co-instructor.” Start date of the course and the new instructor will need to match an effective date. A singular individual will be identified as the instructor, and the rest will be listed as co-instructors; Workday does not allow more than one person to be listed as an instructor.
We are developing reports to give us the equivalent of the “Banner proof” functionality, so if you are used to printing to proof your schedule, you should be able to continue to do so.
Advising Tools Demo
Explore Workday’s advising tools, such as academic progress reports and student cohorts.
Access the Demo
You can access the Advising Tools demo in Workday Learning (login required).
Key Features
- Navigating the Advising Dashboard
- Deep Dive into the Student Profile, Cohorts, and Programs of Study
- View Academic Progress Reports
Intended Audience
This demo is designed specifically for staff who advise students, but all are welcome to view the demo.
You can view the answers to questions asked during and after the Advising Tools Ask the Expert Sessions on April 24 and May 5, 2026.
Advisors will likely use Workday daily to access important student information and key advising tasks, with increased usage during peak advising periods (i.e. registration).
Workday will also be used for reports, similar to BI reports. Standard reports will be accessible from the advisor dashboard.
Workday will also be used for reports, similar to BI reports. Standard reports will be accessible from the advisor dashboard.
Miami will retain the Navigate system. Navigate will integrate with Workday to provide a seamless advising process. Advisors should plan to continue standard Navigate tasks (i.e. advising meeting scheduling and appointment summaries).
Starting with 2027 Fall Semester registration, Banner will no longer be used. Advisors will use Workday for many things that they currently look up in Banner, such as holds, time tickets, advisor assignments, and prerequisites, and more.
Workday allows assigned, minor, and certificate advisors to access their students’ information.
Access remains determined by FERPA. Workday offers more security access controls than Banner Self Service (i.e. it can limit access to certain programs, divisions, etc.)
Yes. There will be robust training materials available to advisors. They will have the opportunity to practice sample scenarios in a Workday learning environment.
No. To help advisors understand the student experience in Workday, demos and trainings will be offered that showcase the student perspective.
Yes. The APR will function similarly to the Degree Audit in terms of being the official document used to confirm graduation. While the display will look different from a degree audit, it will show in progress and completed requirements.
Students can save schedules for ease of registration, including first-choice and back-up plans. They can then register for classes based on their saved schedules in Workday.
Students can create alternate plans using provided templates or from scratch. They can include options like additional majors, minors, study away programs, and more. One plan will be considered the Primary Plan, which will be submitted for approval. We can run reports on approved plans and can see which plans have been updated or changed but not yet submitted for approval.
Yes. Students will be able to run a “what-if” APR to consider how their credits apply to another major. Similarly, students can create alternate academic plans for various program combinations they may be considering. Currently, there is no direct AI involvement in these processes within Workday.
Yes. Advisors will be able to see student holds because they play an important part in helping students resolve holds before registration.
Yes. Advisors will have access to lift holds they currently can.
While Workday provides increased flexibility when it comes to student holds, university leadership is in favor of leveraging a reasonable number of holds to avoid an extensive list that becomes difficult to maintain.
Yes. Advisors can view their advisees’ transfer credits through the student profile. A tab titled External Records will display the students’ final grades from their previous institution. Transfer credits will display on both the APR and APT (Academic Plan Template).
No. Transfer credit grades are not counted in a student’s Miami GPA.
This will be an ongoing education point for advisors. Additional training and communication about the difference between the two will be provided as we approach the go-live date.
Yes. There will be made available to individuals who need to access it. Details about how and where people will access the public-facing schedule have yet to be determined.
Workday doesn't have a native public-facing section schedule, so institutions develop their own. The Office of Data Research and Analytics within EMSS will develop Miami’s.
Workday doesn't have a native public-facing section schedule, so institutions develop their own. The Office of Data Research and Analytics within EMSS will develop Miami’s.
A certificate will be considered a Program of Study, similar to a minor. These students will also have an assigned certificate advisor.
Yes. Course coordinators have been accounted for in Workday. They will be able to access the needed student information.
CCP students will be in a CCP Program of Study or Early College Academy Program of Study. They will have assigned advisors in Workday like other undergraduate students.
Student Support Tools
Discover how the University’s transition to Workday will empower you to efficiently identify, track, and report on student populations.
Access the Demo
You can access the Student Support Tools demo in Workday Learning (login required).
Key Features
- Understanding and Locating Student Cohorts in Workday
- Navigating Student Profiles and Leveraging Real-Time Data
Intended Audience
This demo is designed specifically for anyone who supports students, even if you are not employed in an official advising capacity. All are welcome to view the demo.
You can view the answers to questions asked during and after the Student Support Tools Ask the Expert Session on May 26, 2026.
Workday will feed information into the Navigate system, just as Banner currently does.
Workday provides more security tools than Banner so one-for-one security permissions are not guaranteed. Security needs are being closely examined by the project team to ensure that offices have access to the information they need to do their jobs and support students; they also are working to ensure that individuals do not have more access than what is necessary.
It is important to note that security in Workday will be role-based, not user-based. As employees transition between roles at the University, their access may be shifted.
It is important to note that security in Workday will be role-based, not user-based. As employees transition between roles at the University, their access may be shifted.
There are two types of cohorts in Workday: logic-based and manual. Logic-based cohorts use data on the student profile to place students within their appropriate cohort(s) based off predetermined logic rules. Manual cohorts are maintained either by an individual or a specific office; both adding and removing students is the responsibility of the individual or office for such cohorts.
While there is not a specific limit for how many cohorts we can have at the University, it is important to consider the maintenance required for cohort management. For cohort use to be successful, the designated owner(s) must be invested in the work of maintaining the cohort.
Yes. The Office of the University Registrar is responsible for building the specific rules surrounding course registration for student cohorts.
You can see cohort membership if you need to view all the students within a cohort.
Additionally, you can see all assigned advisors and support staff for individual students through their “Support Network.” It will list advisors’ names, their role, and the cohort they have been assigned.
Additionally, you can see all assigned advisors and support staff for individual students through their “Support Network.” It will list advisors’ names, their role, and the cohort they have been assigned.
Yes. Workday has a global search bar that can be accessed from any screen within the system interface. Search is helpful in finding key tasks, reports, and people.
Financial Aid refers to monetary assistance provided to students that helps cover educational expenses, such as grants, scholarships, loans, and work-study programs. Student Financials is the area within Workday designed to manage and streamline financial operations for students, including tuition balances, payment plans, and more.
If an office is using cohort functionality, students will be able to see their advisor. Currently, study abroad students are not a planned cohort.
However, this decision may be revisited in the future. If a clear use case is identified, updates can be made accordingly.
However, this decision may be revisited in the future. If a clear use case is identified, updates can be made accordingly.
Once the University has fully transitioned to Workday in the fall of 2027, Banner will no longer be used.
Unlocking Workday Student
Learn what’s coming with Workday Student and build basic skills for using key system features, such as the student profile.
Access the Demo
You will be able to access the Unlocking Workday Student demo in Workday Learning when it is released. Check back here for the link in July 2026.
Key Features
- Workday Student Rollout: Milestones and Benefits
- Efficient Navigation: Global Search and “Find” Reports
- Unlocking Student Success: Student Profile and Academics Hub
Intended Audience
Anyone interested in learning more about the Workday Student project and its new features is welcome to view the demo, especially those who work directly with or support students.
New ROR Process Demo
Learn how Workday will facilitate Miami’s registration override process and your role in supporting students with this tool.
Access the Demo
You will be able to access the New ROR Process demo in Workday Learning when it is released. Check back here for the link in August 2026.
Key Features
- Revised Override Submission and Approval Process
- Clarity of Expectations when Assisting Students Requiring Overrides
Intended Audience
You will be able to access the New ROR Process demo in Workday Learning when it is released. Check back here for the link in August.
Ask the Expert Session
Once the demo has been available to the public for a few weeks, the Workday implementation team will host an Ask the Expert session during which you can engage with subject matter experts and get your questions answered by the people shaping Miami’s future system. Details about this session will be shared as we approach the New ROR Process demo release date.
Questions?
If you are unable to attend our Ask the Expert session, you can submit your questions to workdayinfo@MiamiOH.edu and someone from our team will follow up with you.
Future Demos
| Anticipated Release Month | Demo Topic |
|---|---|
| October 2026 | Instructor Dashboard |
| November 2026 | Workday Sneak Peek for Students |
| February 2027 | APRs and Registration for Students |
| August 2027 | Grading Capabilities |
Contact the Workday Team
Miami University
501 E. High St.
Oxford, OH 45056
