We are now less than a month away from the July 1 go-live date for Workday Platform. To try and relieve some of the stress employees might be feeling about this important and exciting shift, we have created a Go Live Checklist for all employees. This list of helpful hints and suggestions will guide employees through those first couple of days when using the new Workday platform tools.

The checklist includes information that you should review for accuracy, like your profile information, direct deposit information, and professional information. It also includes some tasks you should be performing in Workday, like time entry for hourly staff, creating time off requests, and updating your W-4 tax elections.

It also includes references to helpful job aids and contact information.

To view the entire form, please visit the Go Live Checklist. There will also be a downloadable version once we get closer to July 1.

Phase I Training Recording

The Phase I course is called Workday System Navigation & Employee Profile Review. This course covers basic Workday system navigation, search functionality, and an overview of Employee Self-Service functions. It also provides hands-on access to our Training/TEST system and serves as a prerequisite for any other advanced course topics (such as job posting, job changes, compensation element adjustments, and monthly cost center review). A recording of this training class, along with the applicable job aids, is available within Canvas. Additional instructor-led classes are also being added.

Registering for Phase II Classes

There are two Phase II (Advanced) Training classes. These courses will NOT cover basic navigation; therefore, all employees are strongly encouraged to take the course Workday System Navigation & Employee Profile Review before taking later courses. It is recommended that everyone take Part A. Only attend Part B if you engage in the activities listed in the description below.

The in-person courses are in computer labs across all campuses and there is no need to bring your own laptop. There are both in-person and remote sessions available.

Workday Advanced Employee Self-Service Tasks Phase II A (Time, Absence, Paychecks)

This course will cover basic self-service tasks that employees will use regularly. Participants will learn how to enter time (hourly) as well as how to request time off (salaried and hourly.) Other self-service tasks will be covered including how to view your paycheck and leave balances. A recording of this training class, along with the applicable job aids, is available within Canvas.

Workday Advanced Employee Self-Service Tasks Phase II B (Spend, Pcard, Purchase Requisitions)

This course will cover basic financial tasks including how to create, submit and view expense reports and how to create spend authorizations for anticipated expenses. We will also cover Workday processes for P-card transactions and purchase requisitions.

Alert

Please note that the Workday Test tenant (MiamiOH.edu/WorkdayTest) will be unavailable on Monday, June 10 until mid-afternoon due to a weekend data refresh.