Once Workday is fully part of Carleton’s daily processes, all of the training below will migrate into Workday itself, available from the Workday search box. Until that time, use the linked documentation and guided training sessions to learn how to use Workday. New content will be added as it becomes available!

If you need accommodations, please contact Karyn Jeffrey at kjeffrey or 507 222 4174

How to Log Into Workday

Logging into Workday at Carleton:

  1. Go to go.carleton.edu/workday
  2. Enter your regular Carleton username and Password

Workday Foundations Training For All Employees

Faculty: Your Workday Foundations Training

Multiple training options are available for each of the core components of your Workday training. Below you will find options for your Workday Foundations training, which consists of:

  1. Workday Navigation
  2. View and Manage your Employee Profile in Workday
  3. Out-of-Pocket Expense Reporting in Workday
  4. Benefits and Payroll Deductions in Workday
  5. Optional: Workday Mobile
  6. Additional Training if you manage people or money

Your Workday Training Modules

1. Workday Navigation

You have two options for learning Workday Navigation:

2. View and Manage your Employee Profile in Workday

You have three options for learning to View and Manage your Employee Profile in Workday:

3. Expense Reporting in Workday

Out of Pocket Expense Reporting

You have these two options for learning to get reimburse for out-of-pocket expenses in Workday:

Reconciling Purchasing Cards

You have these two options for learning to reconcile your Carleton purchasing card in Workday:

4. Benefits and Payroll Deductions in Workday

You have these two options for learning to manage your payroll deductions and benefits in Workday:

Optional: Workday Mobile

The optional Workday Mobile app lets you accomplish Workday tasks from your mobile device.

Additional Training: Managing people and money

Non-Exempt Staff: Your Workday Foundations Training

Multiple training options are available for each of the core components of your Workday training. Below you will find options for your Workday Foundations training, which consists of:

  1. Workday Navigation
  2. Time Off, Leaves, and Time Entry in Workday
  3. View and Manage your Employee Profile in Workday
  4. Out-of-pocket Expense Reporting in Workday
  5. Benefits and Payroll Deductions in Workday
  6. Optional: Workday Mobile
  7. Additional Training if you manage people or money

Your Workday Training Modules

1. Workday Navigation

You have two options for learning Workday Navigation:

2. Time Off, Leave, and Time Entry in Workday

You have these three options for learning to request time off and leave in Workday:

3. View and Manage your Employee Profile in Workday

You have three options for learning to View and Manage your Employee Profile in Workday:

4. Expense Reporting in Workday

Out of Pocket Expense Reporting

You have these two options for learning to get reimburse for out-of-pocket expenses in Workday:

Reconciling Purchasing Cards

You have these two options for learning to reconcile your Carleton purchasing card in Workday:

5. Benefits and Payroll Deductions in Workday

You have these two options for learning to manage your benefits and payroll deductions in Workday:

Optional: Workday Mobile

The optional Workday Mobile app lets you accomplish Workday tasks from your mobile device.

Additional Training: Managing People and Money

Exempt Staff: Your Workday Foundations Training

Multiple training options are available for each of the core components of your Workday training. Below you will find options for your Workday Foundations training, which consists of:

  1. Workday Navigation
  2. Time Off and Leave in Workday
  3. View and Manage your Employee Profile in Workday
  4. Out-of-pocket Expense Reporting in Workday
  5. Benefits and Payroll Deductions in Workday
  6. Optional: Workday Mobile
  7. Additional Training if you manage people or money

Your Workday Training Modules

1. Workday Navigation

You have these two options for learning Workday Navigation:

2. Time Off and Leave in Workday

Begin entering time off and leave requests on January 15th for any time off or leaves on January 2nd and following. Note that time off accruals will not be visible in Workday until mid-January, when December information has been approved and calculated.

NOTE: Your time off accruals will now display in hours, and you should request or report time off in hours instead of in half or full days beginning in January.

You have these three options for learning to request time off and leave in Workday:

3. View and Manage your Employee Profile in Workday

You have three options for learning to View and Manage your Employee Profile in Workday:

4. Expense Reporting in Workday

Out of Pocket Expense Reporting

You have these two options for learning to get reimburse for out-of-pocket expenses in Workday:

Reconciling Purchasing Cards

You have these two options for learning to reconcile your Carleton purchasing card in Workday:

5. Benefits and Payroll Deductions in Workday

You have these two options for learning to manage your benefits and payroll deductions in Workday:

Optional: Workday Mobile

The optional Workday Mobile app lets you accomplish Workday tasks from your mobile device.

Additional Training: Managing People and Money

Student Workers: Your Workday Foundations Training

Multiple training options are available for each of the core components of your Workday training. Below you will find options for your Workday Foundations training, which consists of:

  1. Workday Navigation
  2. Time Entry in Workday
  3. Optional: Workday Mobile

Your Workday Training Modules

1. Workday Navigation

You have two options for learning Workday Navigation:

2. Time Entry in Workday

You have these three options for learning to report the time you work in Workday:

If you’d like to have some of your payroll earnings put toward your tuition account:

3. Out-of-Pocket Expense Reporting in Workday

You have these two options for learning to report out-of-pocket expenses in Workday:

Optional: Workday Mobile

The optional Workday Mobile app lets you accomplish Workday tasks from your mobile device.

CSA Student Money Managers

Workday for People with Specific Responsibilities

For Budget, Gift, and Grant Managers and Support Professionals

Learning to manage your budget in Workday begins with three training modules:

  1. Workday Finance Fundamentals
  2. How to Spend Money in Workday
  3. Managing a Budget, Gift, or Grant in Workday

1: Workday Finance Fundamentals

All money managers should begin with Workday Finance Fundamentals.

You have these two options for learning to manage money in Workday:

2: How to Spend Money in Workday

You have these three options for learning to request supplier invoices, procure goods and services, and record expenses in Workday:

3. Budget, Gift, and Grant Managers

You have these three options for learning to manage your money in Workday:

For CSA Treasurers