Training

Training is designed for individuals that will be UR Financials users at Go Live.
Training will follow a multi-level, multi-dimensional phased approach to prepare users for their roles and responsibilities in the Workday environment.  Educational opportunities will occur before the cutover from FRS to UR Financials (Workday) in July 2014. Other learning opportunities will be available post go-live as well.

Who will be trained?
The chart below shows each University area intended for training and the classes assigned. Coming Soon will be a list of employee names selected for Instructor Led Training and the classes designated for each person.

Instructor-Led Course Offerings for Financial Transaction Training in Workday
As a result of requirements gathering and feedback from the UR Financials Special Interest Groups, we have identified the following Instructor-Led Training (ILT) courses for the Workday training rollout.  This is a closer view of the classroom ILT training solution mentioned in the Training Solutions and Timeline section below. We welcome your feedback.  Please use the Contact Us link for any training questions or comments you may have.

Classroom ILT Course Length of class Offered
Accounts   Payable 1 Full day June 2nd –   13th
Journal Entry Processing 1 Full day June 9th –   20th
Banking and Settlement 1/2 day June 9th –   20th
Grant Management 1 Full Day June 16th –   27th
Workday Reporting 3/4 day June 23rd –   August
Workday Reporting with Excel 2 hours August
Financial Close Processing  3 days July 14th –   31st

Training Solutions and Timeframe
The following is listing of training solutions which will be rolled out to Workday users during the following timeframe:

Training Solution Offered Audience
Training Webpage on UR Financials Website Ongoing Everyone
eLearning on Workday Fundamentals May 2014 Required for All WD users
Classroom Instructor-Led Training by Role
(includes manuals and job aids)
June 2014 All WD users
Workday Reporting with Excel July/August 2014 All Report Users
Video Forms for Workday
and Chart of Accounts
May/June 2014 Form Users
Workday Release Upgrades Twice per year (training will be continually evaluated and reviewed for user impact) Dependent upon functionalities upgraded