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Workday HCM - 1. Navigations Overview

Navigations overview -1
Workday Overview -2
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Sup.Org Overview -4
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Workday HCM FULL COURSE

Workday HCM Training - Highlights

  • I🏠 Tenant Overview: Differentiates between tenant types, emphasizing the educational (demo) tenant discussed in the session. Explains how charges are based on module usage and tenant types, with charges determined automatically.
  • 🌐 Navigational Overview: Highlights the navigational toolbar’s importance, including the home button for terminating pages and the distinction between UI and ribbon colors. Discusses the URL and ribbon color as indicators of the tenant type. Introduces the concept of adding/editing applications and creating shortcuts for efficient navigation.
  • 📚 Shortcut vs. Applications: Clarifies the difference between applications (pre-configured) and shortcuts (customizable) in Workday. Applications are workday-delivered, while shortcuts are user-configurable for tasks and reports.
  • 👩‍💼 Trainer’s Advice: Chan suggests bookmarking the tenant and paying attention to ribbon colors to avoid confusion. Recommends using a handy run book for quick reference during the training session.
  • 🔄 Recent Updates: Mentions the addition of the home button in the navigational toolbar in the 2023 version of Workday.
  • 🧑‍🏫 Interactive Session: Encourages participants to ask questions during the session and provides insights into tenant usage scenarios.

Workday HCM Training - Key moments

 

  • Introduction to Workday HCM Training 00:02

    • Welcome to the Workday HCM training session, focusing on Core Concepts and Implementation.
    • Overview of the session, including the plan for navigating through Workday functionalities.

 

  • Navigational Overview of Workday Systems 00:55

    • Exploring the navigation aspects of Workday, covering different tenant types and implementation scopes.
    • Overview of the URL structure and the significance of tenant types.

 

  • Tenant Access and Implementation Budgeting 02:17

    • Details on tenant access, practice recommendations, and the importance of maintaining a run book.
    • Understanding the budgeting process based on the modules and tenants implemented.

 

  • Workday Modules and Implementation Scopes 03:44

    • Insight into various Workday modules, instance types, and implementation scopes.
    • Clarifications on tenant types, including the use of a demonstrative tenant for educational purposes.

 

  • Workday Tenant Types and Charges 05:04

    • Explanation of tenant types, such as community tenants, and how charges are determined.
    • Understanding the software-as-a-service (SaaS) model and how clients are billed based on usage.

 

  • Configuring Security and Enabling Domains 07:48

    • Discussing the role of security administrators in configuring users and enabling functional domains.
    • Clarification on the flexibility of enabling specific modules based on client needs.

 

  • Recognizing Workday Tenants 16:06

    • Identifying the type of tenant through URL structure and ribbon color.
    • Importance of bookmarking and distinguishing between different tenant types.

 

  • Navigational Toolbar and Home Button 18:32

    • Overview of the navigational toolbar with options like home, search, notifications, and user profile.
    • Introduction to the home button for terminating sessions or pages.

 

  • Workday Applications and Shortcuts 22:15

    • Managing end-user applications for quick access and customization.
    • Adding shortcuts for commonly used transactions or dashboards.

 

  • Conclusion and Shortcuts for Efficiency 24:06

    • Summary of adding shortcuts for efficiency and quick access.
    • Encouragement to customize Workday for a smoother user experience.

Workday HCM Training FAQ’s

Q: What is the main focus of the Workday training session?
A: The main focus of the Workday training session is to provide an overview of Workday’s Human Capital Management (HCM) module, covering both functional and technical aspects, including core concepts of Workday implementations and various transactional interfaces.
Q: How can participants practice what they learn during the session?
A: Participants will be given individual tenant access to practice after the session is completed, allowing them to experience and apply the information discussed during the training.
Q: What are the different types of tenants in Workday, and how do they affect billing?
A: Workday has various types of tenants, such as demonstration, production, and sandbox tenants. Clients are charged based on the modules they enable and the number of users accessing those modules, meaning they only pay for the services they actively use.
Q: What is the purpose of a sandbox tenant in Workday, and how often does it get refreshed?

A: A sandbox tenant in Workday is a production-like tenant used for user acceptance testing (UAT). It undergoes a weekly refresh, also known as cloning activity, where all data from the production instance, including transactional, configuration, and migrated data, is copied to the sandbox. This refresh ensures that the sandbox closely mirrors the production environment. The refresh occurs every Friday at the end of the day CST hours, and it is an automated, default setup for all clients globally.