Overview

Workday is a cloud-based software vendor that specializes in human capital management and financial management application and it rapidly growing platform
We have been providing workday training since 2000 and delivered corporate and individuals training onsite and offsite. Our Trainers are industry driven professional and have more than 15 years of experience in Workday Financials Management

• 25 Days, 1 hrs each day, Instructor-Led Training
  Workday Financial Course Material
  Session Videos
  Workday Setup Cookbook
  Workday Tenant access
  24/7 Support
  Interview Preparation and Questions
  Certification Guideline
  Job Reference
  One Bonus Module (Workday TAX)
  Certificate upon Completion

 

Curriculum

1Workday Basic intro

• Overview
• Objectives
• Core Concepts
• Tenant
• Business Objects
• Basic Navigation – application Header
• Basic Navigation – Landing Pages and Dashboard
• Basic navigation – Screen Icons
• Functional Areas
• Domains
• Proxy
• Business Process Frame Work
• Configurable Security

2 Organizations and Work Tags

Overview
Objectives
Security Policies
Organizations
Re Organizations
Company Organizations
Bank Setup
Create Bank Routing Rule
Organization Hierarchy
Cost center Organizations
Location Organizations
Supervisory Organizations

3 Financial Accounting Setup

Overview
Objectives
Financial accounting setup
Security policies
Touch Points
Financial Transaction Flow
Company accounting Details
Account Set
Account Control Rule Set
Account Translation Rule
Ledger Setup
Ledger Period Status
Fiscal Schedule
Journal ID Creation/ Sequencing

4 Account Posting Rules

Overview
Objectives
Account Posting Rules
Multipurpose Rules
Supplier Accounts and Spend rules
Business Asset Rules
Cash Rule
Customer Accounts and revenue Rules
Credit card and expense Report Rules

5 Security and Business Process Overview

Overview
Objectives
Security Policies
Configurable Security Framework
What does configurable security provide?
Secured items
Steps for configuring Security
Configuring Role-Based security
Access rights to Organizations
Modify security groups
Benefits of Workday Business Process Framework
Business Process Overview
Business Process Terminology
Business Process Definition
Business Process Steps Types
Business Process Visualizations
Organization Process Hierarchy
Editing Business Processes
Basic Step Types
Order of Execution
Condition Rules
Trouble shooting
Security related reporting

6 Grant Management

• Overview
• Objectives
• Core Concepts/ Areas
• Product Flow
• Grant Management Life Cycle
• Grant Management Dashboard

7 Grant Management Configuration

• Overview
• Objectives
• Manage Grant
• Manage Grant Hierarchies
• Grant Work tags
• Maintain Basic Grant
• Operational Accounting

8 Award life cycle Tasks

• Overview
• Objectives
• Pre-Awards Phases & Setup
• Post-Award Phases & Setup

9 Award

• Overview
• Objectives
• Awards & Award Components
• Award Life cycle
• Award Proposal
• Award Proposal to Award Conversion
• Create Award
• Award Amendment
• Correction Award
• Award Billing
• Award Contracts

 

10. Sponsor

• Overview
• Objectives
• Sponsor
• Sponsor types
• Sponsor Profile
• Sponsor Information
• Sponsor Hierarchies
• Sponsor Related Worktags
• View Sponsor Type

11. Funds

• Overview
• Objectives
• Touch Points
• Manage Fund
• Fund Types
• Fund Restrictions
• Fund Hierarchies
• Funded by
• Example Create Sponsored Fund

12. F&A – Facilities & Administration Award Cost

• Overview
• Objectives
• F&A type
• F&A assignment Create Financial Institution
• F&A Agreement
• F&A Cost Basis Type
• F&A Allocation
• Award Cost Processing Rule

13. Award Revenue Recognition

• Overview
• Objectives
• Cost Reimbursement Award lines
• Fixed Amount Award Lines Security Policies
• Schedule Revenue Recognition for Awards

14. Award Close Out

• Overview
• Objectives
• Award Close out

15.Workday Reporting

Overview
Objectives
Workday reporting Overview
Workday Standard Reports
Metric Reporting
Security Policies
Reporting Terminology
Report Data sources
Class Report Fields
Determining the Primary Business Object and Data Source
Business object details report
Contextual Reporting
Creating a Custom Report
Scheduling a Report