About Training

To help prepare the campus and Wexner Medical Center communities for the implementation of Workday and other new technology, the Enterprise Project will facilitate and support the appropriate training.

When will training be available?

Specific training curriculums are currently in development, and more information will be announced in early 2020 on this webpage. Training opportunities will begin in spring 2020, ahead of the summer 2020 implementation of Workday.

What can I do to prepare now?

Ohio State employees are encouraged to view the available recordings contained in the expandable sections immediately below. This precursor content has been created to help employees gain a foundational understanding of Workday.

The Workday Core Concepts series was designed specifically for employees whose roles align with operational business needs. 

Recordings for staff, faculty or managers

Recordings for HR/Payroll professionals

Recordings for Finance and/or Supply Chain professionals

What training will I need?

The amount and type of training you will need depends on your role at Ohio State. Employees who infrequently use the current administrative systems (such as eLeave, eTimesheet and HR Action) will only need informal training, such as a brief video that explains how to check your payslip in Workday. Other employees whose roles fulfill operational business requirements will need in-depth training, such as an in-person class that details a grant set-up in Workday.

Finance, supply chain, HR and payroll professionals should expect more robust training opportunities, and they will be provided with the knowledge they need to be successful in their roles.

What training will be available?

Click the expandable sections below to learn what training will be made available to staff, faculty and managers.

Staff Training

Staff fall into two categories: core users (HR, Finance, Supply Chain, and Payroll Professionals), and casual users (all others). The difference between the two is how much time and what sort of transactions you may need to perform in Workday.

As staff casual user, you will have everything you need as an employee related to your personal information, travel, spend authorizations, expenses, and purchasing.

  • Optional: 15-minute "Navigating in Workday" eLearning.
  • Frequent Travelers: "Spend Authorizations and Expenses" videos.
  • Purchasers: 1-hour  "The Purchasing Process in Workday" webinar.
  • Additionally, you will access to 30+ on-demand support resources including job aids and/or videos related to topics such as:
    • Updating your personal information.
    • Updating your direct deposit and tax information.
    • Using time clocks.
    • Time tracking processes.
    • Updating your benefit elections.
    • Finding job postings and applying for internal jobs.

Training for HR, Finance, Payroll and Supply Chain professions will be offered in various formats including in person, self-paced eLearning and on-demand job aids. Individuals will participate in those courses that align to their security role in the system. As a result, the duration of training will vary. More information regarding training for HR, Finance, Payroll, and Supply Chain professionals will be available early in the Spring semester.

Faculty Training

As faculty, you will have everything you need as an employee related to travel, spend authorizations, expenses, as well as faculty specific support materials.

Training topics include:

  • Optional: 15-minute "Navigating in Workday" eLearning.
  • Frequent Travelers: "Spend Authorizations and Expenses" videos.
  • Principal Investigators: 1-hour training (in-person or virtual) on the new PI Portal for all active Principal Investigators.
    • 30-minute "Managing Grants in Workday" webinar.
  • Purchasers: 1-hour "Purchasing Process in Workday" webinar.
  • You will also have access to the existing 30+ on-demand support resources available related to topics such as:
    • Using the Search Committee tool.
    • Functionality and purpose of academic appointments.

Additional information regarding training for faculty will be available early in the Spring semester.

Manager Training

As a manager, you will have five hours of in-person training and/or eLearning available to you. Depending on the frequency you will need to do these transactions, the training may be required or optional for you.

Training topics include:

  • Effectively managing your team in Workday.
  • Hiring for managers.
  • Maintaining your team.
  • Separations for managers.
  • For Wexner Medical Center Managers: Position control and dashboard training.
  • You will also have 35+ support resources including job aids and videos related to topics such as:
    • Requesting allowances.
    • Completing organizational assignments.
    • Requesting one-time payments.
    • Initiating job requisitions.
    • Time tracking processes for managers.

Additional information regarding training for managers will be available early in the Spring semester.