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Workday HCM Transactions - 1.Introduction

HCM Transaction Introduction -1
Staffing Model in HCM Transaction -2
Creating Job Profile -3
Creating Certifications -4
HCM Transaction FULL COURSE

Workday HCM Transaction Training

  • 📚 Target Audience: The course is aimed at business users, transactional consultants, and testing teams who need to manage day-to-day operations within the Workday HCM application.
  • 🔄 Transaction Types: Participants will learn about various transactions such as hiring, compensating employees, job transfers, and terminations, while distinguishing these from the recruiting process.
  • 📊 Bulk Transactions: The course will cover how to perform bulk transactions using E templates, enabling users to manage large-scale operations efficiently.
  • 🔑 Core Concepts: Understanding core concepts and prerequisites is essential for successful transaction management in Workday HCM.
  • 🛠️ System Navigation: Training includes navigating the Workday system and understanding security configurations related to transaction execution.
  • 📈 Business Process Workflows: The course will explain how transactions are linked to business processes and organizational structures, including staffing models for various employee types.
  • ⚙️ Troubleshooting: Participants will learn how to troubleshoot and manage existing transactions, including canceling or revoking incorrect transactions.

Workday HCM Transaction Training - Key moments

  • Introduction to Workday HCM Transactions 00:00

    • The course is tailored for business users, transactional consultants, and testing teams.
    • Focus on managing day-to-day activities within the core HCM application.
    • Activities include hiring, compensating, transferring, and terminating employees.

  • Understanding Recruitment 01:08

    • Clarification that the session will not cover recruiting processes in depth.
    • Brief mention of the recruitment system and its integration with HCM.
    • Introduction to automated transactions and bulk transaction templates.

  • Training Structure and Prerequisites 02:51

    • Emphasis on the importance of understanding configurations and enhancements.
    • Information about ongoing techno-functional training sessions.
    • Certification credits available upon completion of the training.

  • Core Concepts of Workday HCM 04:01

    • Prerequisite knowledge of core concepts and foundational elements of Workday HCM.
    • Overview of system navigation, security configurations, and transaction execution.

  • Business Processes and Workflows 05:13

    • Explanation of the relationship between transactions and underlying workflows.
    • Discussion of the approval steps and notifications involved in transaction workflows.
    • Importance of understanding specific business process configurations.

  • Staffing Models and Transaction Management 06:24

    • Overview of different staffing models for various employee types.
    • Discussion on troubleshooting activities related to transactions.
    • Guidance on revoking or canceling transactions as needed.

  • Conclusion and Training Objectives 07:35

    • Recap of training objectives and expected outcomes post-training.
    • Assurance that participants will be equipped to handle transactions effectively.

Workday HCM Transaction Training FAQ’s

Q: What are transactions in Workday HCM, and why are they important?

A: Transactions in Workday HCM refer to the various activities and processes that involve data entry, updates, and management within the HCM system. These can include hiring, promotions, terminations, compensation changes, and other HR-related activities. Transactions are crucial because they ensure that employee records are accurate, up-to-date, and reflect real-time changes within the organization.

Q: How do I initiate a transaction in Workday HCM?

A: To initiate a transaction in Workday HCM, navigate to the relevant section, such as “My Team” or “My Profile,” and select the action you want to perform (e.g., hire, promote, terminate). Follow the guided steps provided by Workday, entering the required information and submitting the transaction for approval.

Q: What types of transactions can be performed in Workday HCM?

A: Workday HCM supports a wide range of transactions, including but not limited to:

  • Hiring and onboarding new employees
  • Employee transfers and promotions
  • Compensation adjustments
  • Terminations and offboarding
  • Leave requests and approvals
  • Benefits enrollment and changes
Q: What are the approval workflows for transactions in Workday HCM?

A: Approval workflows in Workday HCM are predefined sequences of steps that a transaction must go through before it is finalized. These workflows typically involve multiple approvers, such as managers, HR representatives, and finance personnel, to ensure that the transaction is reviewed and authorized at each necessary level. The specific workflow depends on the type of transaction and the organization’s policies.