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Info for Faculty/Staff who Provide Administrative Support to Academic Areas​

Deans and Administrative Support Staff Journey Map

When and how will you be impacted by Miami’s transition to Workday Student? This journey map can help you know what to expect.

View Journey Map

Workday Student Journey
Month What I Can Expect Description
November 2025 Demo Plans Viewable on the Workday Info Website
January 2026 Demo Schedule Pushed to All Faculty and Staff through Email
March 2026 Town Hall Project Update, Introduction to Demos
Courses and Course Sections Demo Course Section Creation and Ongoing Maintenance
April 2026 Advising Tools Demo* Academic Progress Reports, Cohorts, Student Profile, Program of Study Changes
July 2026 Town Hall Project Update, Training Timeline Announced
August 2026 New ROR Process Demo* New Registration Override Process
October 2026 Town Hall Project Update
Instructor Dashboard Demo* Instructor Dashboard Features (Teaching Schedule, Course Roster, Student Profiles)
November 2026 Mock Semester Event Facilitated by the Implementation Team, Designed to Simulate Activities that Occur Throughout the Semester and Practice Key Functions in Workday
Town Hall for Students* Timeline, Major Impacts, Support Resources
Workday Sneak Peek Demo for Students* Opportunity for Students to Observe Key Tasks (Such as Registration and Bill Payment) in Workday
February 2027 Town Hall Preparing for Student Registration in Workday
APRs and Registration Demo for Students* Opportunity for Students to Observe How To Use Academic Progress Reports and Manage Course Registration in Workday
March 2027 Advising Sessions for Registration Meet with students to assist them with Fall 2027 course registration which will take place in Workday
Rollout of New Advising Tool Begins* Introduced to Workday’s advising tool, called Academic Progress Reports (APRs), which will replace Degree Audit Reports (DARs) in Fall 2027.

Note: DARs will remain available for use in Spring and Summer 2027 because APRs are finalized during the last stage of our transition to Workday Student.
April 2027 Course Registration for Students* Students Register for Fall 2027 Courses in Workday
June 2027 Student Financial Information is Live Payment Plans and Student Financials Balances can be accessed in Workday
August 2027 Grading Demo* Grading Capabilities (Attendance Verification, Midterm and Final Grade Entry, Grade Changes)
Grading and Transcript Generation Grading for Fall 2027 courses will be available in Workday, and transcript generation for all terms will be completed in Workday.

Note: Grading for Summer 2027 courses will continue in Banner as planned.
Completion of Miami’s Transition to Workday All transactions will take place in Workday for the 2027-28 academic year

* To help you support your advisors, instructors and students, throughout this transition, we have noted several of their impacts in this journey map. 

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.

Courses and Course Sections FAQs

You can view the answers to questions asked during and after the Courses and Course Sections Ask the Expert Session on March 31, 2026.

How will we manage special topics/courses that have a modifier?​

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).​

Will schedulers have the ability to view where a room assignment overlap/conflict is, rather than just receive an error that the room has been taken?​

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.​

Can “unique” courses (e.g. study abroad) be built outside the academic period dates?​

No, all courses must be created within the academic period dates.

How will we build abbreviated courses that do not last the full academic term (e.g. course duration is 1 week, 7 weeks, etc.)?​

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.​

How will attributes (e.g. study abroad, workshop, etc.) be incorporated?​

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.​

Will scheduling responsibilities be pushed to schedulers as tasks, or will we be able access scheduling tasks directly using our own login?​

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.​

Will schedulers be restricted to only create courses within their department?​

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.​

What’s happening to term codes with the transition to Workday? How will terms be displayed in Workday?​

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.​

Will course sections roll forward from semester to semester or does each term require a new schedule to be created completely from scratch?​

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.​

How will courses be uniquely identified? Will Workday assign CRNs or is there a Workday equivalent to the CRN?​

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.​

Can the “Create Course Section” page be altered?​

No, this page cannot be altered/changed.​

What information will pre-populate from the course down to the course section, and what fields will need to be populated by the course schedulers?​

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.​

What does the “Projected Enrollment” field do?​

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.​

Will there be a section for Course Comments?​

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.​

Will departments be able to input unique meeting times when creating course sections?​

We have added the “Standard Fall/Spring” and “Standard Summer” time blocks for easy entry while creating a course section.​

Does Workday location search show all available locations, or only locations that are available for that meeting pattern?​

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.​

How can we view cross-listed courses in Workday and who can schedule them?​

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.​

How will instructor eligibility work in Workday? Are all instructors able to be selected for all courses, or will they be limited to specific modalities?​

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.​

For those of us who are used to printing our work so we can review it and validate it, is that possible in Workday? If not, what does the process look like in the system to review your work?​

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.

Advising Tools FAQs​

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.

How often will advisors use Workday?​

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.

With the transition to Workday, what will happen to Navigate?​

​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).​

Will Miami still use Banner?​

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.

Who will have access to student information?​​

Workday allows assigned, minor, and certificate advisors to access their students’ information.​​

Will administrative support staff have visibility into students’ grades, course history, and Academic Progress Report (APR)?​

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.)​

Will there be a “sandbox” environment for advisors to practice key tasks?​

Yes. There will be robust training materials available to advisors. They will have the opportunity to practice sample scenarios in a Workday learning environment.​

Will advisors be able to access a “student view” in Workday?​

No. To help advisors understand the student experience in Workday, demos and trainings will be offered that showcase the student perspective.​

Is the Academic Progress Report (APR) the new “DAR”?​

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. ​

Will academic plans help with registration planning?​

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.

Will students be able to create multiple versions of an academic plan? Will one be considered the “master version”?​

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.​

Will students be able to run “what-if” scenarios? Is there an AI involvement?​

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.​

Will advisors be able to see student holds?​

Yes. Advisors will be able to see student holds because they play an important part in helping students resolve holds before registration. ​

Can advisors lift holds like in SOAHOLD or only see what holds are imposed?​

Yes. Advisors will have access to lift holds they currently can.​

Will there be options for different kinds of holds in Workday?​

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.​

Will advisors have access to students’ transfer credits?​

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).​

Will grades from transfer courses count towards a student’s Miami GPA?​​

No. Transfer credit grades are not counted in a student’s Miami GPA.​

Workday will have Academic Progress Reports and Navigate has a Progress Reports section. How will Miami minimize confusion between the two?​

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.​

Will there be a public-facing view of the course schedule?​

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.

Where will certificate students fall? Will the certificate be an academic grouping like minors or will certificate students form a cohort?​

A certificate will be considered a Program of Study, similar to a minor. These students will also have an assigned certificate advisor.​

In the Nursing Department, we have faculty and clinical coordinators that oversee clinical sites and work with all nursing students. Will this be addressed?​

Yes. Course coordinators have been accounted for in Workday. They will be able to access the needed student information.​

How will College Credit Plus (CCP) be handled in Workday?​​

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.​​​

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 Demo and Training Opportunities

Demos

Future Demo Offerings
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 

Training

Information about training opportunities will be posted here once it is solidified by the project team and subject matter experts.

Contact the Workday Team

Miami University
501 E. High St.
Oxford, OH 45056