HR 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.

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:

      > 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 & Job 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

            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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