Workday
+ AI Agents

What You'll Learn:: What is Workday? Cloud HCM vs. traditional ERP (SAP, Oracle) Workday's unified platform — HR, Finance, Planning, and Agents on one system Cloud architecture fundamentals: SaaS, multi-tenant, always-on updates Workday product portfolio: HCM, Financials, Payroll, Adaptive Planning, Prism Analytics Tenant types: Production, Sandbox, Preview, Implementation Workday's biannual release model — 2026R1 (March) and 2026R2 (September) The Sana era: how Workday's AI strategy changes the platform landscape Career pathways: Functional Consultant, HRIS Analyst, Integration Developer, Reporting Analyst

What You'll Learn: : The New Workday Experience UI — auto opt-in with 2026R1 Global Navigation Bar: centralized access, categories, and accessibility improvements Tenant branding — company logo and color on the Workday homepage Worklets, the Home dashboard, and personalization options Search — global search, faceted search, and quick actions Sana for Workday — the new AI-first conversational interface Mobile app: Workday for iOS and Android — 2026 capabilities Edit Tenant Setup — system-wide configuration options Language, locale, and currency configuration for global tenants Workday Flex Credits — what they are, how they work, and AI feature access Preview tenant vs. Production: best practices for 2026R1 testing

What You'll Learn: Workday's object-oriented data model — business objects and instances Core objects: Worker, Position, Organization, Job Profile, Compensation Relationships between business objects and how data flows Calculated fields and custom objects Workday Community — accessing knowledge articles, release notes, and support Workday implementation phases: Plan, Architect, Configure, Test, Deploy Customer Workbook — requirements gathering and solution design Prototype, Parallel, and UAT testing phases Change management best practices for Workday rollouts

What You'll Learn : Business process types: Action, Approval, Checklist, To-Do, Subprocess Configuring business process steps: who does what, in what order Condition rules and routing logic — dynamic approvals Business process security policies and notifications Initiating, approving, correcting, rescinding, and cancelling business process events

What You'll Learn: Security group types: Role-Based, Intersection, User-Based, Aggregate Domain security policies — what actions each group can perform Business process security policies — who can initiate and approve Segment-based security for sensitive data (compensation, benefits) Security audit: Maintain Security Groups task and security review tools

What You'll Learn: Workday standard reports library — categories and how to find reports Running reports: prompts, filters, and output formats Scheduling reports and subscribing to report outputs Workday delivered dashboards — HR, Finance, and Operations views

What You'll Learn: Supervisory organizations — creation, hierarchy, and management chain Cost centers, regions, pay groups, and custom organizations Company, legal entity, and business site configuration Reorganizations — restructuring supervisory orgs and moving workers Job families, job family groups — the classification taxonomy Job profiles — skills, qualifications, responsibilities, and worker type Staffing models: Position Management, Headcount Management, Job Management **2026R1:** Job profile restriction by region/organization — new data governance controls

What You'll Learn: Compensation plan types: Salary, Hourly, Allowance, Bonus, Unit, Period Salary Compensation eligibility rules — automatic plan assignment logic Pay grades, grade profiles, and step progression Merit and bonus plan configuration and compensation cycles

What You'll Learn: Pre-hire creation — contingent and full-time worker types The hire business process — steps, approvals, and configuration Onboarding task configuration — checklists, documents, and to-dos Contingent worker contracting — vendor, contract type, and rates Change job business process — promotions, transfers, demotions, laterals **2026R1: Correct Change Job EIB** — high-volume corrections at scale Managing compensation changes within job change events Manager self-service for staffing actions

What You'll Learn: Termination business process — voluntary vs. involuntary separation Offboarding checklists — equipment return, access removal, exit survey Correcting, rescinding, and retracting business process events Rehire process and rehire eligibility configuration Country-specific HR data — national IDs, local tax, and regulatory fields Multi-currency and multi-language tenant configuration GDPR and data privacy configuration in Workday Workday Global Payroll vs. third-party payroll connectors **Lab:** Full hire lifecycle — Create org → Create position → Hire worker → Propose compensation **Lab:** Staffing events — Promote, transfer, and change compensation in one workflow **Lab:** Termination — Process resignation with offboarding checklist **Lab:** Bulk corrections — Use Correct Change Job EIB for mass updates

What You'll Learn : Workday Recruiting architecture — requisitions, job postings, and pipelines Configuring the recruiting business process — stages and dispositions **2026R1: Fraudulent Application Detection** — IP geolocation and automation likelihood scoring Workday Recruiting analytics — time-to-fill, source effectiveness, pipeline health Candidate portal configuration — career site branding and job search Interview scheduling and scorecards — structured evaluation forms Offer letter generation — template creation, merge fields, and e-signature HiredScore AI — AI-powered candidate scoring and matching (Illuminate)

What You'll Learn: Performance review types — annual, mid-year, project-based Goal management — SMART goals, goal libraries, and cascading Continuous feedback — anytime feedback and requested feedback **2026: Performance Agent (Illuminate)** — AI-driven performance data analysis and recommendations Talent review process — 9-box grid, potential ratings, and talent pools Succession planning — successor identification and readiness levels Skills and skill profiles — Workday Skills Cloud overview **2026R1: Organizational Design & Scenario Modeling** — workforce "what-if" planning

What You'll Learn: Workday Peakon overview — always-on employee engagement surveys Driver analysis — understanding what drives engagement **2026R1: Workday Peakon AI Topics** — generative AI topic and sentiment grouping Action planning — connecting survey results to HR and leadership initiatives Course types: blended, digital, instructor-led, and external Learning campaigns — assigning required and elective learning at scale Learning reporting — completion rates, compliance tracking, and certificates **Sana Learn (2026)** — AI-powered personalized learning paths via the Sana acquisition

What You'll Learn: Recruiting lab: Create requisition → Post job → Move candidates → Generate offer Performance lab: Configure review template → Launch cycle → Complete as employee and manager Talent lab: Run 9-box talent review → Identify successors → Create development plan Learning lab: Create course → Build campaign → Track completions

What You'll Learn: Pay groups — creation, assignment rules, and pay group hierarchies Pay frequencies — weekly, biweekly, semimonthly, monthly Period schedules — pay period calendar configuration **2026R1 Payroll enhancements** — withholding order self-service, SMS password recovery Earnings types — regular pay, overtime, bonuses, commissions, and allowances Deduction types — pre-tax, post-tax, garnishments, and benefits deductions Pay calculation rules — how Workday calculates gross-to-net pay Arrears management and retro pay processing

What You'll Learn: Federal, state, and local tax configuration — multi-state employee handling Tax withholding elections — W-4, state equivalents, and employee self-service Tax filing — Form 941, W-2, and year-end reconciliation ACA (Affordable Care Act) compliance configuration The payroll process sequence: Collect → Calculate → Review → Complete → Settle Payroll results review — checking gross pay, deductions, and net pay Banking and settlement — direct deposit file generation and distribution Payroll accounting — journal entries and financial system posting

What You'll Learn: **2026R1 Payroll Agent** — the new AI agent on the Workday home screen Payroll Data Insights — natural language queries for payroll information Missing + Outdated Audit — automated monitoring of payroll data gaps Human-in-the-loop controls for Payroll Agent actions Time entry setup — web clock, manual entry, and mobile time entry Time calculation rules — regular hours, overtime, and shift differentials Worker time eligibility — who is enrolled in time tracking and how Time tracking and payroll integration — how time flows to payroll calculation

What You'll Learn: Absence plan types — time-off plans, leave of absence, and leave rules Accrual policies — how PTO and sick time accrues and caps Leave types — FMLA, maternity, paternity, sabbatical, and bereavement **2026R1: Object Transporter for Absence** — migrating absence objects between tenants **Lab:** Setup — Configure pay group, pay frequency, and period schedule **Lab:** Processing — Run full payroll cycle: collect, calculate, review, complete, settle **Lab:** Correction — Process a retro pay adjustment and off-cycle payment **Lab:** Agent — Activate and test the Payroll Agent with natural language queries

What You'll Learn: Benefits coverage types: medical, dental, vision, life, disability, retirement (401k) Benefit plan configuration — plan details, providers, and coverage tiers Benefits eligibility rules — automatically assigning the right plans to the right workers Benefits carrier connections and EDI file generation Enrollment event types — new hire, open enrollment, and qualifying life events Configuring open enrollment windows — dates, plans available, and communication Dependent and beneficiary management — adding, editing, and verifying Benefits statement — producing annual total compensation and benefits statements Qualifying life events — marriage, divorce, birth, adoption, and coverage loss Employee-initiated life event workflow — submitting documentation and elections 401(k), 403(b), and Roth contribution plan configuration with employer match rules FSA and HSA plans — configuration, IRS contribution limits, and year-end forfeitures

What You'll Learn: ACA eligibility tracking — full-time equivalent determination 1095-C form generation — employee coverage data and filing Total rewards statements — combining compensation and benefits for employees Benefits cost reporting — employer cost analysis by plan and population **Capstone Lab:** End-to-end talent lifecycle: Requisition → Hire → Onboard → Perform → Develop **Capstone Lab:** Full payroll cycle with tax, benefits deductions, and Payroll Agent activation **Capstone Lab:** Open enrollment launch and benefits statement generation **Capstone Lab:** Executive reporting — CHRO dashboard with recruiting, performance, and engagement metrics

What You'll Learn: Workday Financials overview — object model, worktags, and financial taxonomy Ledger accounts and chart of accounts configuration Financial dimensions — cost centers, programs, grants, and projects Multi-currency configuration — spot rates, average rates, and revaluation Workday Financial Management and HCM integration — costing and payroll accounting

What You'll Learn: Journal entry types — manual, system-generated, allocation, and intercompany Accounting rules — automatic classification of financial transactions Period close process — closing tasks, certifications, and lock controls **2026R1: Account Reconciliation Hub** — centralized reconciliation access point (partnership with Trintech)

What You'll Learn: Supplier creation, invoice types, and invoice matching (2-way and 3-way PO matching) **2026R1: Overhauled UI for PO Line Linking** — faster multi-line invoice-to-PO matching Payment processing — payment runs, EFT, check, and international wire AP aging reports and open invoice analytics

What You'll Learn: **Workday Strategic Sourcing (launched March 2026)** — supplier registration and onboarding Requisition-to-purchase order workflow configuration Contract management — supplier contracts, terms, and obligation tracking Procurement analytics — spend by category, supplier, and department

What You'll Learn: Expense report configuration — expense items, spend categories, and limits Corporate card integration — transaction import and matching Expense auditing — sample-based and rule-based audit configuration Expense analytics — T&E spend by employee, project, and category

What You'll Learn: Asset book configuration — GAAP, tax, and statistical books Depreciation methods — straight-line, declining balance, and MACRS Asset lifecycle — acquisition, capitalization, transfer, and disposal Lease accounting — ASC 842 / IFRS 16 configuration for operating and finance leases

What You'll Learn: Project types — time and material, fixed fee, and milestone billing Revenue recognition — ASC 606 / IFRS 15 compliance Customer billing — invoice generation and payment terms Grant management — grant setup, spending controls, and compliance reporting

What You'll Learn: Financial statement reports — Income Statement, Balance Sheet, Cash Flow **2026R1: Business View Data Sources** — consolidated reporting with blended data Financial Close lab — execute month-end close: journals, reconciliation hub, certifications Financial dashboard configuration for CFO and finance leadership

What You'll Learn: Workday reporting types — standard, custom, composite, matrix, and trending Report data sources — what they are and why they matter Business objects and report fields — understanding the data model **2026R1: Business View Data Sources** — blended, curated views of Workday data Determining the primary business object and data source Adding fields from related business objects — navigating object relationships Report prompts — runtime filters for flexible self-service reporting Filtering — static and dynamic filters using condition rules

What You'll Learn: Calculated field types — text, numeric, date, boolean, and lookup Common calculated field formulas — concatenation, date difference, and conditional logic If/Then/Else logic — building conditional fields for complex requirements Best practices for naming, documenting, and reusing calculated fields Summary reports — aggregating data to produce totals and averages Matrix reports — cross-tabular views for multi-dimensional analysis Composite reports — combining multiple report data sources into one output BIRT Report Designer — formatted, branded PDF report output

What You'll Learn: Scheduling reports — one-time, recurring, and event-triggered delivery Report sharing — sharing with security groups, individuals, and report subscriptions Transferring report ownership — governance when consultants leave Performance troubleshooting — factors that slow report execution Prism Analytics overview — what it does and when to use it Data pipelines — transforming, filtering, and enriching data using Prism functions Prism Expression Language — custom calculations on blended data Joining Workday data with external sources — Excel, Snowflake, and API feeds

What You'll Learn: Dashboard types, layout configuration, and security sharing Performance Analytics — indicators, breakdowns, and data collections Workday People Analytics (Illuminate) — AI-generated workforce insights **2026R1: Demand Forecasting** — AI-powered schedule and workforce optimization **Lab:** 8 live builds: HCM headcount report, compensation analysis, recruiting pipeline, finance budget vs. actual, composite report, Prism pipeline, CHRO dashboard, and automated delivery setup

What You'll Learn: Integration System types — EIB, Studio, Core Connector, Cloud Connect Integration System Users (ISU) — creating dedicated service accounts Workday API — REST and SOAP API overview for developers Report-as-a-Service (RaaS) overview Outbound EIB — extracting Workday data and delivering to external systems Report-as-a-Service (RaaS) — using custom reports as the EIB data source Delivery transport options — SFTP, HTTP, SMTP, and cloud storage Scheduling outbound EIBs — frequency and trigger options

What You'll Learn: Template download — getting the correct Workday file template per business object File preparation — mapping source data to Workday template fields Error handling — reviewing integration errors and correcting source data **2026R1: Correct Change Job EIB** — high-volume Change Job corrections via inbound EIB Core Connector: Worker — the most common Workday outbound connector Change detection — how Core Connectors identify changed data since the last run Document Transformation — applying XSLT to reformat integration output Cloud Connect — certified integrations for benefits, payroll, and third-party vendors

What You'll Learn: Workday Studio overview — Eclipse-based development environment Studio project structure — components, maps, and sequences Calling external web services from Studio — REST and SOAP callouts Error handling, logging, and debugging Studio integrations Payroll Interface (PI) — sending payroll data from Workday to third-party payroll Payroll Effective Change Interface (PECI) — event-based payroll change integration PI vs. PECI comparison — when to use each architecture Transformation and delivery — formatting PECI output for payroll vendor requirements

What You'll Learn: 7 labs: Outbound EIB (SFTP), Inbound EIB (new hire load), Correct Change Job EIB, Core Connector Worker, Studio REST API callout, Payroll Interface (ADP), Integration monitoring and error resolution

What You'll Learn: Security group design — building a scalable, least-privilege security model Intersection security groups — combining role and organizational membership Segment-based security — restricting access to compensation, benefits, and sensitive data Security audit tools — Maintain Security Groups, Security Analysis reports Workday data migration overview — what data moves and how Data migration phases — extract, transform, load, and validate Data cleansing — identifying and resolving data quality issues before loading Post-migration validation — reconciling counts, balances, and spot-check verification Testing types — unit, integration, regression, UAT, and parallel Preview tenant usage — testing 2026R1 changes before production Regression testing after Workday biannual releases UAT — involving business stakeholders in final validation before go-live

What You'll Learn: Tenant lifecycle management — Production, Sandbox, and Preview environments Object Transporter — moving configurations between tenants safely Release management — managing the 2026R1 and 2026R2 feature enablement process Internal Workday COE (Center of Excellence) — building a sustainable support model **Capstone Lab:** Security design — Map a security model for a 500-person organization with 4 roles **Capstone Lab:** Data migration — Prepare and load a 50-worker inbound EIB with correct sequencing **Capstone Lab:** Testing — Write and execute test scripts for hire, payroll, and finance processes **Capstone:** Present a complete Workday governance and change management proposal

What You'll Learn: What is Sana? Background of the Sana Labs acquisition ($1.1B, closed November 2025) Sana for Workday — the new conversational AI interface replacing traditional navigation **Sana Self-Service Agent (WSSA)** — 300+ skills for HR and finance task automation Sana Enterprise — orchestrating agents across Salesforce, Slack, Microsoft 365, and more Workday Agent System of Record — managing agent skills, permissions, and ROI analytics Accessing Sana capabilities via Workday Flex Credits

What You'll Learn: **HR Agents (2026):** Business Process Copilot · Performance Agent · Job Architecture Agent · Case Agent · Employee Sentiment Agent · Contingent Sourcing Agent · Frontline Agent **Finance Agents (2026):** Financial Close Agent · Cost & Profitability Agent · Financial Test Agent · Document-Driven Accounting Agent **2026R1 Payroll Agent** — payroll data insights and missing/outdated audit automation Configuring agents — security setup, skills configuration, and activation requirements

What You'll Learn: Workday Build — the developer platform for custom AI solutions Developer Copilot — AI-assisted Workday configuration and development **Flowise Agent Builder** — the low-code tool for custom Workday agent creation Building a custom agent with Flowise — defining agent goals, tools, and data access AI Marketplace — discovering and deploying partner-built agents and extensions

What You'll Learn: AI governance principles — transparency, accountability, and fairness Workday Agent System of Record — centralized governance for all agents **EU AI Act and global AI regulations** — implications for Workday customers Human oversight controls — when agents must pause for human approval Bias monitoring — detecting and correcting unfair AI outcomes in HR decisions

What You'll Learn: Financial planning — P&L, balance sheet, and cash flow model setup Workforce planning — headcount models, FTE budgeting, and capacity scenarios **2026R1: Organizational Design & Scenario Modeling** — new workforce design tools **2026R1: Demand Forecasting** — AI-powered demand signals for workforce scheduling Integration with Workday HCM and Financials — actuals flowing into planning models

What You'll Learn: Agent activation lab: Configure and activate the Performance Agent and Payroll Agent Sana lab: Complete 10 common HR tasks via natural language using the Sana Self-Service Agent Flowise lab: Build a custom Workday agent using Flowise Agent Builder Adaptive Planning lab: Build a workforce headcount plan and run a "what-if" headcount reduction scenario Governance lab: Configure the Agent System of Record, set human-in-the-loop controls, and audit agent activity **Capstone presentation:** Present a Workday AI roadmap — which agents, in what order, with what ROI targets and governance guardrails