McGill.CA / Human Resources / HR Info Services / Workday / Workday Training

Academic Affairs Partner

(Department or Faculty)

Refer to the All About Workday Security Role Assignment & How to Add/Modify Roles job aid to view the separation of employee groups between HR and Academic Affairs Partners. Please note that only McGill employees with Workday security roles will be able to access this job aid.

Mandatory training topics
(Click course for details)

WKD 100: Workday Fundamentals

Duration: ≈2 hours

  • Workday Core Concepts
  • Demo: Workday Navigation
  • Overview of myCourses (Training Material)
  • Overview of Academic & Administrative HR Knowledge Base (Job Aids)
  • Best Practices





      For a live online session with a Workday Trainer:

      Register through Minerva

      > Select Employee Menu > Training Menu
      > Workday Training
      > Register for the appropriate course(s).

       

      PJR 200: Positions & Job Requisitions

      Course Prerequisite: Workday Fundamentals

      Duration: ≈2.5 hours

      • Positions and Requisitions Fundamentals
      • Key Position Management Concepts
      • Create Position, Job Requisition and Posting Business Processes
      • Create Evergreen Requisition Business Process
      • Edit/Freeze/Close Positions and Job Requisitions
      • Unpost Job Requisitions
      • Reporting and Best Practices

      REC 300: Recruiting (Part 1)

      Course Prerequisites: Workday Fundamentals and Positions & Requisitions

      Duration: ≈2.5 hours

      • Recruiting Fundamentals
      • Job Application Business Process
      • Overview of Seven Sub-BPs in Selection Process
      • Offer Business Process
      • Hire and Onboarding Business Process
      • Reporting and Best Practices

        REC 301: Academic Appointments (Part 2)

        Course Prerequisites: Workday Fundamentals, Positions & Requisitions and Recruiting

        Duration: ≈1.5 hours

        • Academic Appointment Overview
        • Academic Appointment Business Process
        • Elements of Academic Appointment in Workday
        • Reporting and Best Practice

        REC 302: Selection Committee Functionality &
        Academic Reference Check (Part 3)

        Course Prerequisites: Workday Fundamentals, Positions & Requisitions, Recruiting and Academic Appointments

        Duration: ≈1.5 hours

        Selection Committee Functionality:

        • Overview of the Job Application Business Process
        • Hiring Contingent Workers
        • Selection Committee Ranking Functionality
        • Academic Reference Check

        Reference Check Business Process:

        • Manually Adding a Reference
        • Submitting a Reference on Behalf of a Referee
        • Reporting and Best Practices

        EML 400: Employment Lifecycle

        Course Prerequisites: Workday Fundamentals, Positions & Requisitions and Recruiting

        Duration: ≈2 hours

        • Employment Lifecycle Fundamentals
        • Change Job Business Process
        • Add Job Business Process
        • Employee Termination Business Process
        • Reporting and Best Practices

          COS 700: Costing Allocation

          Course Prerequisite: Workday Fundamentals

          Duration: ≈1.5 hours

          • Costing Allocation Overview
          • Demo: Assigning Costing Allocations
          • Demo: Modifying Costing Allocations
          • Demo: Matching Allowance Plans with Compensation Plans

            CMP 600: Compensation

            Course Prerequisite: Workday Fundamentals

            Duration: ≈2 hours

            • Compensation Fundamentals
            • Request Compensation Change
            • Request One-Time Payment Business Process
            • Compensation Reports

            HR Data Security

            Duration: ≈30 minutes

            • Best Practices for Data Security

            To view the online training video:

            myCourses Virtual Classroom
            > Go to Workday Training Material tab
            > Select Data Security tab
            > View eLearning Material

            Reinforcement Virtual Meeting Recordings (myCourses)
            (Click topic for details)

            Teaching Assistants Employment Lifecycle

            July 13, 2021 Reinforcement Session:

            • Overview of the How to Manage Semester-Based Positions
            • Create Job Requisition (& Position) and Post Business Process
            • Candidate Selection, Offer Process and Hire Process
            • Additional Contractual Hours vs. Additional Ad-Hoc Hours
            • Termination Process & Troubleshooting Scenario

                To view the online training video:

                myCourses Virtual Classroom
                > Go to Workday Training Material tab
                > Select Employment Lifecycle tab
                > Teaching Assistant Meeting Recording

                Postdoctoral Employment Lifecycle

                Session #1 - October 20, 2022:

                • Message from Labour & Employee Relations
                • Postdoc Guideline Overview
                • Workday Recruitment Process

                Session #2 - November 3, 2022:

                • Compensation
                  • Allowance Plan Calculator
                  • Request Compensation Change
                • Status Changes (Transfers)
                • Renewals/Re-appointments

                Session #3 - November 10, 2022:

                • Costing Allocation
                • Termination
                • Québec Tax Exemption

                To view the online training video:

                myCourses Virtual Classroom
                > Go to Workday Training Material tab
                > Select Employment Lifecycle tab
                > Postdoctoral Employment Lifecycle Meeting Recordings

                Costing Allocation

                Workday Fundamentals and Costing Allocation – June 25, 2020 Meeting Recording:

                • Costing Allocation Business Process
                • Costing Allocation as a Sub-Process

                Costing Allocation – September 3, 2020 Reinforcement Session:

                • Assign Costing Allocation at the Worker Level
                • Costing allocation for Create Position
                • Compensation Change (One-Time Payment)
                • Time Entry Costing Allocation Override
                • Additional Job (CRC Tier)
                • Data Change (Reappointment)
                • One-Time Payment

                Costing Allocation – December 7, 2021 Reinforcement Session: 

                • Overview of Costing Allocation 
                • Demo:  Assigning or Modifying Costing Allocation 
                • Demo:  Matching Allowance Plans with Compensation Plans 

                To view the online training video:

                myCourses Virtual Classroom
                > Go to Workday Training Material tab
                > Select Costing Allocation tab
                > Meeting Recordings
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