Workday Training

Instructor-Led Workshops: Summer 2024

    • Workday Basic Navigation and Tips
      Learn about home page icons and menus and task-specific icons and buttons; explore the Search bar to look up reports or tasks, use Prefix for role-based search terms, test drive the Workday Assistant, add tasks or reports as Favorite, customize frequently used apps, access the Workday Support app for reference guides, and overview of the Workday mobile app - scan receipts.
      Facilitator: Janet Lee

      • Friday June 28, 9-10 am
      • Wednesday, July 24, 11 am-12 pm
      • Monday August 12, 3 - 4 pm
      • Thursday, June 27, 10 – 10:45 a.m. – Workday Accounts and FDM (Foundation Data Model) Overview
        Learn about FDM's multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday; Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.; and Overview of the Data Audit report and Finance Security Roles.
        Facilitator: Luis Ortega
      • Monday, July 10, 10 – 10:45 a.m. – Purchasing via Connect to Supplier Website
        Learn about how to start a new purchase, check approval status, change Ship To address, and check order status.
        Facilitator: Lynn Mitchell-Parrish
      • Monday, July 22, 10 – 10:45 a.m. – Workday Accounts and FDM (Foundation Data Model) Overview
        Learn about FDM's multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday; Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.; and Overview of the Data Audit report and Finance Security Roles.
        Facilitator: Luis Ortega
      • Tuesday, July 23, 10 – 11 a.m. – Expense Reports Essentials
        Learn about reimbursement for out-of-pocket expenses, calculate mileage reimbursement, pay back personal charges, find saved drafts, review the approval process, and more.
        Facilitator: Gunita Chopra
      • Tuesday, July 30, 10 – 10:30 a.m. – Accounting Adjustments and Reclassification
        Learn about the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger and  when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.
        Facilitator: Luis Ortega
      • Tuesday, July 30, 11 – 11:30 a.m. – Create Supplier and Supplier Invoice for Non-PO
        Learn about how to initiate the Create a Supplier Invoice task to submit invoices for payment; how to complete pertinent invoice information; and an overview of the process and LMU Invoice Number convention
        Facilitator: Gunita Chopra
      • Tuesday, August 20, 10 – 10:30 a.m. – Accounting Adjustments and Reclassification
        Learn about the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger and  when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.
        Facilitator: Luis Ortega
      • Wednesday, June 19, 10:30 – 11 a.m. –  Enrolling & Changing Benefits in Workday
        Learn how to change, update, and access your benefits in Workday.
        Facilitator: Beverly Clayton
      • Wednesday, June 19, 2 – 2:30 p.m. – Submit Mobile and Remote/Hybrid Work Requests 
        Working remote or hybrid? Learn how to submit these requests in Workday!  Managers can also learn how to add a mobile allowance for their staff.
        Facilitator: Kimberly Rodriguez
      • Wednesday, June 19, 2:303 p.m. – Quick Tips on Common Manager Tasks 
        Learn how to enter voluntary terminations (resignations and retirements), process end/extend assignments for staff, and approve time and absences in Workday.
        Facilitator: Evette Gerardo
      • Tuesday, June 25, 10 – 10:30 a.m. – Understanding Leaves of Absence in Workday
        In this course, you will learn about the policies surrounding leaves of absence and how to submit time off requests while on an approved leave of absence in Workday.
        Facilitator: Wendy Maximo
      • Tuesday, June 25, 10:30 – 11 a.m. – Understanding Worker’s Compensation in Workday
        Learn about worker’s compensation benefits, protocol for reporting incidents and where to seek immediate assistance for medical care.
        Facilitator: Tracie Montgomery
      • Wednesday, June 26, 10 – 11 a.m. – Payroll Essentials
        This workshop includes an overview of LMU Payroll policies, Workday payroll process flow, time and absence functionality, payment election process (direct deposit), tax election submission, how to access payslips and tax forms (W-2), and Workday support resources.  
        Facilitator: Eric Panuncialman
      • Tuesday, July 16, 10 – 10:30 a.m. – How to Enter & Correct Time and Absences in Workday
        Learn how to navigate and utilize Workday’s time entry and absence management features efficiently.
        Facilitator: Kimberly Rodriguez
      • Tuesday, July 16, 10:30 – 11:00 a.m. – Manage Your Personal & Contact Information
        Manage and update your personal and contact information efficiently and securely.
        Facilitator: Evette Gerardo
      • Wednesday, July 17, 2 – 2:30 p.m. – Understanding Leaves of Absence in Workday
        In this course, you will learn about the policies surrounding leaves of absence and how to submit time off requests while on an approved leave of absence in Workday.
        Facilitator: Wendy Maximo
      • Wednesday, July 17, 2:30 – 3 p.m. – Understanding Worker’s Compensation in Workday
        Learn about worker’s compensation benefits, protocol for reporting incidents and where to seek immediate assistance for medical care.
        Facilitator: Tracie Montgomery
      • Thursday, July 18, 2 – 2:30 p.m. – Submit Mobile and Remote/Hybrid Work Requests
        Working remote or hybrid? Learn how to submit these requests in Workday!  Managers can also learn how to add a mobile allowance for their staff.
        Facilitator: Kimberly Rodriguez
      • Thursday, July 18, 2:30-3 p.m. – Quick Tips on Common Manager Tasks
        How to enter voluntary terminations (resignations and retirements), process end/extend assignments for staff, and approve time and absences in Workday.
        Facilitator: Evette Gerardo
      • Friday, July 19, 2 – 2:30 p.m. –  Enrolling & Changing Benefits in Workday
        Learn how to change, update, and access your benefits in Workday.
        Facilitator: SJ Ozono
      • Thursday, July 25, 3 – 4 p.m. –  Payroll Essentials
        This workshop includes an overview of LMU Payroll policies, Workday payroll process flow, time and absence functionality, payment election process (direct deposit), tax election submission, how to access payslips and tax forms (W-2), and Workday support resources.  
        Facilitator: Eric Panuncialman
      • Thursday, August 8, 10:30 – 11 a.m. –  Enrolling & Changing Benefits in Workday
        Learn how to change, update, and access your benefits in Workday.
        Facilitator: Jocelyn Lai
      • Thursday, August 8, 3 – 4 p.m. –  Payroll Essentials
        This workshop includes an overview of LMU Payroll policies, Workday payroll process flow, time and absence functionality, payment election process (direct deposit), tax election submission, how to access payslips and tax forms (W-2), and Workday support resources.  
        Facilitator: Eric Panuncialman
      • Tuesday, August 13, 10 – 10:30 a.m.  Understanding Leaves of Absence in Workday
        In this course, you will learn about the policies surrounding leaves of absence and how to submit time off requests while on an approved leave of absence in Workday.
        Facilitator: Wendy Maximo
      • Tuesday, August 13, 10:30 – 11 a.m. – Understanding Worker’s Compensation in Workday
        Learn about worker’s compensation benefits, protocol for reporting incidents and where to seek immediate assistance for medical care.
        Facilitator: Tracie Montgomery

    Reference Guides

    You can find many reference guides in Workday -- these detailed step-by-step instructions cover numerous essential tasks you may expect to complete. Simply click on the Workday Support icon (shown below) on the home page and search for the topic you need. 

    Previous Workday Webinar Recordings

    NOTE: You may be prompted to log in via LMU Box to view. 

    General Workday

    Purchasing

    General Finance

    Student Employment

    • Student Employment for Hiring Managers - Visit SES Workday for Zoom recording of training sessions, video tutorials, and more.

    Mileage Reimbursement