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Workday Training – The Best Workday HCM Course

Workday Training – The Best Workday HCM Course

⏰32 hours | ▶️ 36 Videos | 📣 25893 Participants |🎓 18945 Reviews | 4.9 ⭐⭐⭐⭐⭐

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  Weekday 

July 10(1 HR A DAY)
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Course Description

Workday Trainings is one of the best Courses that you can acquire now with great benefits Launched by CloudFoundation an excellent functionality enterprise source.

Get Workday online Classes were conducted both on weekdays and weekends. Where you can get the Workday training catalog.

Workday erp training is designed to help you get the most out of the software. Workday online courses cover the basics of using Workday.

How to use the various features, and how to troubleshoot any problems you may have.
Our comprehensive platform offers a wide range of expert workday courses online.

The goal of the workday training courses is to provide students a thorough grasp of the Workday system and teach them how to utilize workday training classes professionally.

There are many training workday programs and Workday hr training opportunities available for those interested in pursuing a career in Workday software.

If you want to become an expert in Workday HCM, CloudFoundation is the perfect place to do so, since they offer comprehensive HR Workday Training and the best workday class that will prepare you for all certification tests.

The foundations of the workday online course, staffing models, workday remuneration, security groups, business processes, reporting, etc. are all covered in our Workday certification course and Online workday training.

Throughout the workday functional training program, you will have access to professional specialists who will provide complete support and guidance on the workday course online projects you may be working on.

CloudFoundation’s Workday training course is ideal for those who are ready to take on new challenges and enroll today.

Among the many uses for which the best workday training is used, financial management, human resources management, strategic planning, professional services automation, and student information management are just a few that may be learned through the excellent workday training online provided by CloudFoundation.

It is a central repository of data with a unified security framework and user interface. So, CloudFoundation is a great way for HR and financial professionals to get the training and credentials they need to further their careers in workday training center.

The lectures given by our certified instructors are more focused on practical application.

Learn from industry-leading, verified Workday trainers with brief workday training modules.

The cloud-based Human Capital Management and Financials software, Workday HCM is a high-maintenance system.

The software in question is designed specifically for HR tasks. It is widely regarded as the most user-friendly human capital management framework available.

Workday courses help businesses plan and manage resources to suit their unique requirements.

With Workday HCM, you can keep an eye on how your staffing numbers shift over time, and your service providers will get those adjustments instantly via the cloud.

Health, insurance, retirement savings programs, and other perks will all be managed by the company in a unified system.

In cloud foundation workday is the best Workday course to learn.

After you are done with the workday learning center login you can apply for the below job roles:

-Workday Consultant
-Workday Implementation Specialist
-Workday Integration Specialist
-Workday Support Analyst

There are a number of Workday certifications available, including:

-Workday HCM Fundamentals
-Workday Security Fundamentals
-Workday Integration Hub Fundamentals
-Workday Integration Certification
-Workday Security Certification
-Workday Data Conversion Certification
-Workday Report Writer Certification.

Course Content

1. What is HCM?

  • What is HCM, HR, HRMS, HRIM
  • Google Trends report on HCM, HRMS
  • Importance of HCM and HRMC
  • Estimated customer base for HRMS software (Its everywhere and massive)
  • Will HCM rise or fall in future (Value of Human Capital)
  • Comparing a Stray dog with a trained dog

2. What is Workday?

  • What is Workday and how is it different from others?
  • Is workday completely on Cloud, then what is workday Studio?
  • Downtime and version upgrades in Workday
  • Components of Workday like HCM, Studio, Finance, Payroll, Absence etc
  • Which workday component is used commonly by vendors?
  • Compare all the HCM vendors and their market report
  • Google Trends report on Workday
  • Compare Workday with SAP Successfactors, Oracle HCM & Taleo in Trends

3. What are Main Concepts in Workday and Basics Navigation

  • How to login and Navigate in Workday
  • VPN in Workday for certain client (Overview)
  • Overview of Worklets in Workday
  • What is an Object in Workday
  • Navigate the Homepage and all the options
  • What are Business Objects
  • Additional and advanced Navigations

4. Organizations in Workday

  • Types of Organization in Workday
  • What is a Supervisory Organization?
  • Locations in Workday and Hierarchy
  • What is reorganization and how to configure
  • How to create Supervisory Organizations and Subordinate Organizations
  • What is Cost Centers & Cost Center Hierarchy and how to create them
  • How to create a Company in Workday
  • Creating Locations with options and Location Hierarchy
  • Creating Region with options and Region Hierarchy’s
  • Moving workers between organizations (Practical demonstration)

5. Staffing in Workday

  • Different Types of staffing models
  • What are Job Profiles and Job Families and How to create them?
  • What are Positions?
  • Job vs Positions

6. Compensation configuration

  • What are Compensation Grade, Package and Rule?
  • What are the difference between them and how to configure them?
  • How to create a compensation package
  • What is a Grade and How to create a Grade?
  • What is Grade profile and How to create a Grade Profile?
  • What are Compensation Eligibility Rules and how to create Compensation Eligibility Rules?

7. Security Configuration

  • Domain Security Policy
  • Business Process Security Policy
  • Security Groups
    • Role Based Security Group
    • User Based Security Group
  • Configuration of the Security

8. Business Process configurations

  • Configuring a Business Process
  • How to create an applicant
  • Hire & Rescind Process
  • Cancel a business process
  • How to handle Terminations
  • How to handle Promotions
  • Transfers overview and configuration

9. iLoads Module

  • How to prepare iLoad template
  • How to Load the data into workday
  • Validations

10. Reports module

  • What are report and why do we need them
  • How to create a simple report in Workday?
  • Advanced reports
  • How to create different calculated fields
  • Sharing report between multiple users
  • Making report as a web service and using them
  • Data Sources, Objects and fields
  • Real time scenarios on report module

11. Calculated Fields Module

  • Introduction to Calculated Fields
  • Calculated fields basics

12. EIB module

  • What is EIB and its practical use case
  • Simple EIB Inbound Integrations & Outbound Integrations
  • What are XSLT transformations and how to configure them
  • Project use case on EIB implementation

13. Connectors in Workday

  • Core connector outbound integration on Worker data
  • Cloud connector outbound integration on Payroll Interface
  • Cloud connector outbound integration on Benefit
  • Document transformation
  • System user creation

14. CanopY project in Workday

  • Project Overview
  • How to configure an End to end real-time project.
  • Project Guidance
  • Project Submission and Verification

15. Mock Interviews with Questions and Answers Discussion

  • Functional Q&A
  • Technical Q&A
  • Project Q&A (For Multiple Domains like Banking, Retail, Insurance, E-commerce etc)
  • Question for Fresher’s and Experienced (How do they differ?)
  • How to justify if the resource is not certified.

16. Certification Preparation Session

  • How difficult is it to clear the certifications
  • Levels of certification
  • How to register for them(Technical details)
  • Can I apply for certification if my company is not a partner
  • If not, what is the alternative
  • Certification Mock Q&A discussion

17. Resume Preparation Help

  • What’s the Best resume
  • What if my resume is worst
  • How to prepare a great resume
  • Should I be on LinkedIn, Of course, Yes
  • Providing Photo, Facebook, LinkedIn, Twitter Links in a Resume
  • Create Blog, Quora, StackExchange etc and provide the links in the resume.
  • SEO in Naukri (how to be on the Top)
  • Creating Multiple Profiles in case you need a job urgently(Naukri loophole)
  • Floating your resume in Monster, indeed, Shine etc.
  • How to Search for Job providers and jobs in LinkedIn
  • Aggressive Follow, that’s what counts

18. Post Job Support

  • How can we support you if you are in a project
  • Can we help you in a disaster recovery process
  • How to be in touch with my colleagues and experts

FAQ’s

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Workday Skills Cloud Training

Workday Skills Cloud Training

⏰10 hours | ▶️ 15 Videos | 📣 12917 Participants | 🎓 9045 Reviews | 4.9 ⭐⭐⭐⭐⭐

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 Weekday 

Dec 04(1 HR A DAY)
07:30 PM PST
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Course Description

Today’s workforce change is driven by skills, not just job roles. With this Workday Skills Cloud Training, professionals will be able to better manage and grow talent using AI-powered skills intelligence. The Workday Skills Cloud helps organisations identify, track, and grow employee skills at scale, with the move to skills-based initiatives.

During the session, you will learn how businesses today are building skills-based frameworks and how Workday uses machine learning to map and assess worker skills. Practical knowledge is part of the training, including setting up Talent Cloud, tracking skill profiles, and matching talents to jobs, career trajectories, and corporate goals.

You’ll also see how Skills Cloud supports key HR capabilities such as workforce planning, recruiting, internal mobility and personalised learning. The course also talks about how it works well with other Workday modules like HCM, Learning, and Talent Management to build a connected talent ecosystem.

You’ll get practical experience implementing Skills Cloud, driving employee engagement, and enabling smarter, data-driven decision-making through real-world scenarios and guided exercises.

By the end of the program, you will be able to design and optimise skill-based strategies that will enable businesses to be agile and prepared for the future in a rapidly changing business climate.

Course Content

Module 1: Introduction to Skills Cloud

Topics Covered:
• What is Skills Cloud?
• Why skills matter in modern HR
• Evolution from job-based → skill-based organizations
• Key features of Skills Cloud
Key Learning:
• Understand how Skills Cloud powers talent intelligence
• Difference between competencies vs skills

Module 2: Skills Cloud Architecture

Topics Covered:
• Workday Skills Graph (AI-driven)
• Skill ontology & taxonomy
• Machine learning in skill inference
• Data sources for skill generation
Key Learning:
• How Workday auto-generates and updates skills
• Understanding AI-based skill suggestions

Module 3: Skills Framework Setup

Topics Covered:
• Enabling Skills Cloud in tenant
• Creating and managing skill libraries
• Skill categories and grouping
• Skill proficiency levels
Hands-on:
• Configure skill taxonomy
• Add custom skills

Module 4: Employee Skill Profiles

Topics Covered:
• Skill capture methods:
o Self-declared skills
o Inferred skills (AI)
o Manager validations
• Skill endorsements
• Profile visibility and privacy
Hands-on:
• Build a complete employee skill profile

Module 5: Skill Inference & AI Recommendations

Topics Covered:
• How Workday infers skills from:
o Job history
o Learning data
o Projects
• AI recommendations engine
• Skill gap identification
Key Learning:
• Practical use of AI for workforce insights

Module 6: Best Practices in Strategic Sourcing

Lesson 6.1: Best Practices for Effective Sourcing
o Planning and Prioritizing Sourcing Events
o Setting Realistic and Clear Expectations
o Managing Supplier Relationships
o Post-Sourcing Analysis and Feedback Loops.

Lesson 6.2: Common Pitfalls in Strategic Sourcing and How to Avoid Them
o Avoiding Supplier Bias
o Managing Sourcing Event Complexity
o Handling Data Accuracy and Timeliness
o Ensuring Compliance with Organizational Policies.

Module 7: Skills in Learning & Development

Topics Covered:
• Skill-based learning recommendations
• Integration with Workday Learning
• Personalized learning paths
• Upskilling & reskilling strategies
Use Case:
• Assign training based on missing skills

Module 8: Skills in Talent & Performance

Topics Covered:
• Skills in performance reviews
• Goal alignment with skills
• Career pathing using skills
• Internal mobility
Use Case:
• Role-based skill matching

Module 9: Skills in Recruiting

Topics Covered:
• Skill-based hiring
• Resume skill extraction
• Matching candidates to roles
• Reducing hiring bias
Hands-on:
• Configure skill-based job requisitions

Module 10: Business Process Integration

Topics Covered:
• Skills in Workday business processes
• Integration with:
o Talent Management
o Performance Management
o Recruiting
• Workflow automation

Module 11: Troubleshooting & Best Practices

Topics Covered:
• Common issues in Skills Cloud
• Data accuracy challenges
• Adoption strategies
• Optimization tips

FAQ’s

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SailPoint Identity Security Cloud Training for Beginners & Professionals | IAM Course

SailPoint Identity Security Cloud Training for Beginners & Professionals | IAM Course

⏰21 hours | ▶️ 20 Videos | 📣 4973 Participants |🎓 2195 Reviews | 4.8 ⭐⭐⭐⭐⭐

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Course Description

This in-depth SailPoint Identity Security training course prepares professionals to manage and protect digital identities in modern enterprises, providing both knowledge and hands-on skills. As organisations move to cloud-first and zero-trust architectures, identity is the new security perimeter, and SailPoint is leading the way.

This course gives a deep understanding of Identity Governance and Administration (IGA) concepts and how SailPoint enables organisations to automate, manage and control user access across complex IT environments.

You will learn how to set up identity provisioning, access certification, policy enforcement, role management, and reporting and will discover core SailPoint solutions such as IdentityIQ and IdentityNow.

The course also covers real-world implementation scenarios, integration strategies with enterprise systems and best practices for building scalable identity programs.

Upon completing this training, learners will be equipped with the knowledge to design, implement, and optimise identity security workflows, reduce risk, ensure compliance, and automate across identity processes.

Course Content

MODULE 1 — Identity Governance

Fundamentals
Concepts Foundation
• What is Identity Governance & Administration(IGA)
• IAM vs IGA vs PAM — differences and use cases
• Zero Trust and Identity Security model
• Role of SailPoint in enterprise security architecture
• Identity lifecycle overview
• Access governance challenges in organizations

MODULE 2 — SailPoint Identity Security Cloud

Architecture
Platform Understanding
• SailPoint ISC overview
• Cloud architecture and components
• Tenant setup and environment structure
• Identity data model
• Identity cubes and attributes
• Governance engine overview

MODULE 3 — Identity Sources & Aggregation

Data Onboarding
• Authoritative vs non-authoritative sources
• Identity profiles
• Account aggregation process
• Correlation rules
• Attribute mapping
• Identity refresh concepts

Supported systems overview:
• Active Directory
• HR systems
• Databases
• SaaS apps

MODULE 4 — Application Onboarding & Connectivity

System Integration
• Application connectors
• SaaS vs on-prem integration
• Provisioning policies
• Schema configuration
• Entitlements & access modeling
• Access profiles

MODULE 5 — Identity Lifecycle Management

Automated Access Control
• Joiner-Mover-Leaver workflows
• Birthright access
• Lifecycle states
• Provisioning & de-provisioning
• Identity events and triggers
• Role-based access control (RBAC)

MODULE 6 — Access Requests & Approval Workflows

Self-Service Access Governance
• Access request model
• Approval workflows
• Multi-level approvals
• Delegation
• Policy enforcement
• Service catalog

MODULE 7 — Roles & Access Modeling

Access Structure Design
• Business roles
• IT roles
• Role hierarchy
• Role mining concept
• Segregation of duties (SoD)
• Least privilege principle

MODULE 8 — Certifications & Compliance

Audit & Governance Controls
• Access certification campaigns
• Manager certification
• Application owner review
• Risk-based certifications
• Revocation process
• Compliance reporting
Standards:
• SOX
• GDPR
• ISO 27001

MODULE 9 — Policies & Risk Management

Security Enforcement
• Access policies
• SoD violation detection
• Risk scoring
• Preventive vs detective controls
• Policy violation remediation

MODULE 10 — Provisioning & Automation

Automated Identity Operations
• Provisioning workflows
• Event-based provisioning
• Approval routing
• Connector execution
• Retry & error handling

MODULE 11 — Reporting & Analytics

Visibility & Insights
• Standard reports
• Custom reports
• Audit trails
• Identity analytics
• Governance dashboards

MODULE 12 — Administration & Monitoring

Platform Management
• User administration
• Access governance monitoring
• Troubleshooting aggregation issues
• Debugging provisioning failures
• Logs and monitoring tools

MODULE 13 — API Integration & Extensibility

Advanced Implementation
• SailPoint REST APIs
• Custom integrations
• Webhooks
• Event triggers
• Automation scripts

MODULE 14 — Security Best Practices

Enterprise Implementation Strategy
• Governance model design
• Role design strategy
• Access review optimization
• Risk mitigation
• Production deployment checklist

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Workday Strategic Sourcing Training

Workday Strategic Sourcing Training

⏰10 hours | ▶️ 15 Videos | 📣 12917 Participants | 🎓 9045 Reviews | 4.9 ⭐⭐⭐⭐⭐

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 Weekday 

Dec 04(1 HR A DAY)
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Dec 26(1 HR A DAY)
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Dec 27(1 HR A DAY)
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 Weekday 

Dec 05(1 HR A DAY)
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Course Description

The goal of this Workday Strategic Sourcing Training is to provide participants with a thorough understanding of the Workday ecosystem’s sourcing procedures. It leads students from basic ideas to sophisticated strategic implementation. The course guarantees that you develop the practical experience and functional understanding needed in contemporary procurement situations.

With an emphasis on its functionality, tools, and best practices for handling sourcing events, supplier relationships, and procurement, this course aims to give students a thorough grasp of the Workday Strategic Sourcing module. Participants will gain knowledge on how to make data-driven decisions, optimize sourcing procedures, and work well with suppliers.

The training starts with a solid overview of Workday Strategic Sourcing, emphasizing the development of procurement procedures. You will comprehend how businesses are switching from manual procurement to data-driven sourcing tactics. The groundwork for mastering the shift of digital procurement is laid by this foundation.

Fundamentals of supplier management, such as onboarding, qualification, and lifecycle maintenance, are covered in the program. Within Workday, you will learn how to establish and maintain partnerships with suppliers. Better cooperation and long-term supplier value are therefore guaranteed.

Students get practical experience with sourcing events like RFIs, RFPs, and RFQs. You will comprehend how to organize, oversee, and methodically assess these events. This makes it easier to choose the best suppliers based on information and business needs.

Learners can accurately and clearly comprehend procurement data thanks to the course’s comprehensive treatment of expenditure analysis. You will discover how to spot trends in expenditure, spot inefficiencies, and find ways to save costs. You may turn unprocessed data into useful insights that help with strategic sourcing choices by utilizing Workday analytics.

Real-world circumstances are heavily emphasized, enabling students to model whole sourcing cycles in a safe setting. This method aids in bridging the gap between theory and real-world implementation. You will gain the capacity to make well-informed sourcing choices based on shifting market conditions and business needs.

Advanced courses examine supplier performance management with a focus on ongoing assessment and development. You will discover how to create and utilize supplier scorecards, monitor important performance metrics, and efficiently evaluate supplier risk. Long-term value development and improved supplier relationships are thus guaranteed.

Integrations between Workday Strategic Sourcing and other Workday modules and external systems are examined throughout the course. You will comprehend how data moves smoothly between platforms to facilitate procurement procedures. This guarantees a cohesive and effective digital ecology.

To assist you in producing valuable business insights, reporting and analytics capabilities are thoroughly covered. The creation of dashboards, reports, and data visualizations will be taught to you. Leadership may use these insights to make strategic and well-informed procurement decisions.

Workflows for sourcing are streamlined with the introduction of automation and optimization approaches. You will discover ways to increase productivity, decrease manual labor, and improve process consistency. Faster cycle times and better procurement performance result from this.

Learners will have the confidence to handle challenging sourcing initiatives by the end of the course. You will acquire the abilities necessary to work with stakeholders, assess suppliers, and successfully implement sourcing strategies. This gets you ready for procurement issues in the real world.

In the end, this training turns novices into proficient experts who can successfully use Workday Strategic Sourcing. By using strategic procurement techniques, you will be able to provide quantifiable business value. It sets you up for professional advancement in the very competitive field of digital sourcing.

Course Content

Module 1: Introduction to Workday Strategic Sourcing

Lesson 1.1: Overview of Workday Strategic Sourcing
o Introduction to Workday Sourcing
o Key Features and Benefits
o Workday Sourcing Integration with Other Modules
o The Role of Sourcing in Procurement and Supply Chain Management.

Lesson 1.2: Understanding Workday’s Cloud Architecture
o Workday Cloud Solutions Overview
o Workday’s Unified Data Model for Strategic Sourcing
o Security and Compliance Considerations.

Module 2: Getting Started with Workday Sourcing

Lesson 2.1: Navigating the Workday Interface
o Workday User Interface (UI) Overview
o Configuring Personal Preferences and Dashboards
o Workday Search and Reporting Functions.

Lesson 2.2: Setting Up Sourcing in Workday
o Defining Sourcing Process
o Setting Up and Configuring Sourcing Events
o Supplier Management Configuration
o Sourcing Policies and Workflow Setup.

Module 3: Managing Sourcing Events

Lesson 3.1: Creating and Managing Sourcing Events
o Creating RFPs (Request for Proposals)
o Creating Auctions and Reverse Auctions
o Event Templates and Predefined Questions
o Collaborating with Stakeholders on Events.

Lesson 3.2: Supplier Bidding Process
o Supplier Registration and Profile Management
o Managing Invitations to Bid (ITB)
o Evaluating Supplier Responses
o Scoring Models and Weighting Criteria
o Bid Analysis and Decision-Making.

Module 4: Advanced Sourcing Techniques

Lesson 4.1: Strategic Sourcing Optimization
o Understanding Sourcing Optimization in Workday
o Working with AI and Machine Learning Models in Sourcing
o Using Historical Data for Improved Sourcing Decisions.

Lesson 4.2: Collaboration with Suppliers
o Supplier Collaboration Tools and Best Practices
o Supplier Feedback and Relationship Management
o Supplier Scorecards and Performance Reviews
o Managing Supplier Contracts within Workday.

Module 5: Data-Driven Sourcing Decisions

Lesson 5.1: Using Workday Analytics for Sourcing
o Introduction to Workday Reporting and Analytics
o Creating Sourcing Reports and Dashboards
o Using Workday’s Business Intelligence for Data Insights.

Lesson 5.2: Supplier Performance and Cost Analysis
o Analyzing Supplier Performance Data
o Cost Modeling and Spend Analysis
o Identifying and Managing Sourcing Risks.

Module 6: Best Practices in Strategic Sourcing

Lesson 6.1: Best Practices for Effective Sourcing
o Planning and Prioritizing Sourcing Events
o Setting Realistic and Clear Expectations
o Managing Supplier Relationships
o Post-Sourcing Analysis and Feedback Loops.

Lesson 6.2: Common Pitfalls in Strategic Sourcing and How to Avoid Them
o Avoiding Supplier Bias
o Managing Sourcing Event Complexity
o Handling Data Accuracy and Timeliness
o Ensuring Compliance with Organizational Policies.

FAQ’s

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Workday Finance R2R (Record to Report) Training

Workday Finance R2R (Record to Report) Training

⏰10 hours | ▶️ 12 Videos | 📣 12917 Participants | 🎓 9045 Reviews | 4.9 ⭐⭐⭐⭐⭐

Choose a Plan that Works for You

Upcoming Batches PST

 Weekday 

Dec 04(1 HR A DAY)
07:30 PM PST
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Dec 26(1 HR A DAY)
07:30 AM PST
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Dec 27(1 HR A DAY)
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Course Description

The comprehensive Workday Finance R2R (Record to Report) Training program aims to cultivate a complete understanding of financial accounting cycles within the Workday system.

The course guides learners through the entire journey of financial data, from initial collection to the ultimate creation of precise, compliant financial statements.

It introduces the core principles of Workday Financials, including its organizational framework, accounting structure, and Work tag-based design, which facilitates accurate transaction classification and reporting.

As the program progresses, learners gain a deeper understanding of the functional components that drive the Record-to-Report cycle.

They learn to configure ledgers, schedules, accounting rules, and posting logic to manage journal behavior throughout the company’s operations.

To help learners grasp how Workday streamlines and consolidates key accounting functions, the course provides hands-on experience with journal entries, approvals, adjustments, intercompany eliminations, and the period-end close.

Real-world examples are used to demonstrate Workday’s precise and consistent handling of international financial processes, including currency conversion, consolidation, and allocations.

The training also highlights Workday’s powerful real-time reporting and analytics.

Learners explore transactions and gain valuable insights by using Workday’s reporting tools to create and analyze management reports, financial statements, trial balances, and audit-ready documents.

Real-world case studies and scenarios are integrated into the course to ensure learners grasp not just the setup of R2R procedures, but also how to troubleshoot issues, optimize performance, and align system functionality with business requirements.

By the end of the course, learners will have a firm grasp of both the functional and technical elements of Workday R2R.

They’ll be prepared to oversee the continuous improvement of financial processes within any organization, support finance operations, and contribute to Workday projects.

This program prepares learners for roles in modern, tech-driven financial teams, including Workday Financial Analyst, R2R Specialist, Workday Functional Consultant, and Financial Systems Support Analyst positions.

Course Content

Session 01 – Company Foundation Setup

– Creating Reorganization & Company Hierarchy
– Creating a Company
– Assigning Company to Hierarchy
– Creating ID Definition / Sequence Generator
– Editing Tenant-Level Tasks
– Editing Company Ownership & Tax Details
– Editing Company Contact & Accounting Details

Session 02 – Fiscal Setup & Journal Basics

– Creating Fiscal Schedule
– Creating Initial Fiscal Year
– Viewing Account Set
– Maintaining Fiscal Schedule Posting Intervals
– Finding Journals

Session 03 – Company Accounting Details

– Full walkthrough of Company Accounting Details configuration

Session 04 – Accounting Rules, Ledgers & Posting

– Editing Company Accounting Details
– Creating Account Control Rule Set
– Account Posting Rulesets
– Account Translation Rulesets & Translation Methods
– Default Reporting Books & Book Codes
– Creating Ledger- Assigning Roles
– Maintaining Journal Sources
– Trial Balance Overview

Session 05 – Journals, Roles & Invoices

– Creating Journals- Assigning Financial Roles
– Trial Balance Review
– Finding Customer Invoices for Company

Session 06 – Journal Creation & Multi-Book Accounting

– Working with Trial Balance
– Creating Journals
– Alternate Account Set Mapping
– Generating & Editing Spreadsheet Templates
– Template Models- Trial Balance and Journal Operations

Session 07 – Trial Balance Setup

– Detailed Trial Balance Setup (full session deep dive)

Session 08 – Custom Reporting in Workday

– Working with All Custom Reports
– Creating Repeating Column Groups
– Copying Custom Reports
– Viewing Report Outline Structure

Session 09 – Transaction Tax Configuration

– Creating Tax Authorities
– Creating Transaction Tax Rates
– Maintaining Tax Codes
– Creating Revenue Categories & Sales Items
– Creating Transaction Tax Rules- Understanding Currency Rate Types

Session 10 – Balance Sheet, Invoices & Intercompany Setup

– Creating a Balance Sheet
– Viewing Account Translation Rule Set
– Creating Custom & Supplier Invoices
– Maintaining Tax Applicability
– Editing Intercompany Profile
– Editing Revenue Categories

Session 11 – Customer & Supplier Management

– Creating Customers
– Creating Suppliers
– Viewing Security for Securable Items
– Finding & Managing Supplier Records

Session 12 – Period Close, Allocations & Certifications

– Period Close Process
– Allocation Definitions & Groupsets
– Scheduling Allocation Runs
– Performing Account Certification

FAQ’s

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