Access the Demo
You can access the Advising Tools demo in Workday Learning (login required).
Info for Faculty/Staff who Advise and Support Students
When and how will you be impacted by Miami’s transition to Workday Student? This journey map can help you know what to expect.
| 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 |
| 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 |
| 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 students throughout this transition, we have noted several student impacts in this journey map.
Advising Tools Demo
Explore Workday’s advising tools, such as academic progress reports and student cohorts.
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.
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
| Anticipated Release Month | Demo Topic |
|---|---|
| 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
