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Wokday HCM - 1. Navigations Overview

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Workday Training Highlights

🎓 Workday HCM Course Introduction: Chan welcomes participants to Workday training, emphasizing functional and technical aspects of HCM. Core focus on understanding Workday implementations and building transactional interfaces.

🏠 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 Training - Key moments

Here are the summary titles with time for the provided video information:

  • 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.
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Workday Training FAQ’s

Q: What is the main focus of the video content?

A: The video primarily focuses on workday training, specifically covering functional and technical aspects of the HCM module. It aims to help participants understand core concepts of workday implementations, transactional interfaces, and how workday benefits different client scopes.

Q: How is the educational tenant different from other types of tenants in workday?

A: The educational tenant in workday is designed for training and demonstration purposes, providing some data to showcase system behaviors and configurations. It is free and accessible for educational use. Unlike other tenants, it serves as a learning platform, allowing users to explore and understand the workday system without impacting live client data.

Q: Can clients choose specific modules for workday licenses, and do they only pay for the modules they implement?

A: Yes, clients can choose specific modules for workday licenses, and they only pay for the modules they implement. Workday operates on a software-as-a-service (SaaS) model, allowing clients to select and pay for the services and modules they adopt. There is flexibility in enabling or disabling modules based on client needs, and charges are determined by the usage of enabled modules.

Q: How can users identify the type of tenant they are in, and what is the significance of the ribbon color in workday?

A: Users can identify the type of tenant they are in by checking the URL and the ribbon color. The ribbon color serves as a visual indicator, helping users distinguish between different types of tenants such as educational, testing, or production. It prevents confusion by providing a quick reference for the tenant type, ensuring users are aware of their environment.

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