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HR Partner

(Department or Faculty)

Refer to theÌýÌýjob aid to view the separation of employee groups between HR and Academic AffairsÌýPartners.

Only ¿´Æ¬ÊÓƵ 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).
      Ìý

      Ìý

      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 andÌýPositions & 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 RecruitingÌý

            Duration: ≈2 hoursÌý

            • 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 FundamentalsÌý

              Duration: ≈1.5 hoursÌý

              • 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:



                > 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:

                  > 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:

                  > 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:

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

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