ADVANCED HCM DURATION
15 HOURS (3 DAYS)
DESCRIPTION
This three-day course is for administrators and functional leads TRAINING CREDITS
who have responsibility for configuration and maintenance of 1.5
Workday Human Capital Management (HCM). In this course,
you will learn how to configure tenant branding, enable tenant
preferences (e.g., hide and require fields), and secure data including personal pronouns and
public profile settings. Additionally, you will learn about managing domestic assignments, using
the multiple jobs functionality, and how to configure questionnaires for termination exit
interviews. By completing this course, you will have greater control over common staffing
transactions using the Change Job templates and business process template consolidations;
and also using reporting tools to help support viewing transaction data and system
troubleshooting.
COURSE OBJECTIVES
• Configure a Workday tenant to align with organization branding and communication
strategies.
• Apply configuration options to establish field display preferences and secure data
visibility.
• Configure and perform advanced Workday HCM staffing transactions.
• Troubleshoot issues concerning business processes, templates, condition rules, and
domain security.
• Analyze and resolve errors using Workday-delivered reports.
• Identify Workday-delivered reports useful for global regulatory requirements.
PRETRAINING CONSIDERATIONS
To successfully complete this course, users will need a working knowledge of the core concepts
of Workday, including navigation, organizations, business processes, and reporting.
For the best learning experience, you should understand the concepts covered in the following
course: HCM Fundamentals
Advanced HCM
COURSE DELIVERY METHOD
This course is offered as a:
Learn Virtual
COURSE OUTLINE
1: Tenant Branding and Communications
• Brand a tenant with banners, colors, and logos.
• Configure landing pages, applications, dashboards, and worklets to meet business
requirements.
• Configure announcements to alert workers of important information.
• Manage notifications and email templates to communicate with workers.
2: Tenant Preferences and Data Visibility
• Demonstrate how to hide and require fields to meet business requirements.
• Employ configuration options to manage and secure visibility of personal data.
• Summarize the duplicate management framework.
3: Advanced Staffing Transactions and Configuration Options
• Configure Change Job reasons and templates.
• Maintain business process templates and rule-based template consolidations.
• Summarize the multiple jobs and swap positions functionality, and perform a transaction
for each.
• Configure the Termination business process and modify an exit interview questionnaire.
2 Advanced HCM
Confidential © 2023 Workday, Inc.
Advanced HCM
4: Reporting and Troubleshooting Staffing Transactions
• Generate standard delivered reports to monitor and manage transactions.
• Run audit and exception reports to troubleshoot configurable security and business
processes.
• Identify staffing transaction issues.
• Resolve unassigned step audits due to missing or broken role assignments.
5. Global Considerations and Regulatory Reporting:
• Identify Workday HCM staffing and global regulatory reports.
• Explore the Global Library report.
Advanced HCM 3
Confidential © 2023 Workday, Inc.
