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:
- Go to go.carleton.edu/workday
- 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:
- Workday Navigation
- View and Manage your Employee Profile in Workday
- Out-of-Pocket Expense Reporting in Workday
- Benefits and Payroll Deductions in Workday
- Optional: Workday Mobile
- 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:
- Watch this video: View and Manage your Employee Profile in Workday (4.5 minutes) – (link opens in a new tab)
- Attend these guided instruction sessions (link opens in a new tab)
- Read these Guides
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:
- Watch this video: Out-of-Pocket Expense Reporting in Workday (5.5 minutes) – (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
Reconciling Purchasing Cards
You have these two options for learning to reconcile your Carleton purchasing card in Workday:
- Watch this video: Reconcile Purchasing Cards in Workday (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
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
- Managing your Faculty Development Account (e.g. your Professional Development Account)
- If you supervise staff or student workers
- If you manage money beyond your Professional Development Account
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:
- Workday Navigation
- Time Off, Leaves, and Time Entry in Workday
- View and Manage your Employee Profile in Workday
- Out-of-pocket Expense Reporting in Workday
- Benefits and Payroll Deductions in Workday
- Optional: Workday Mobile
- 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:
- Attend these guided sessions (link opens in a new tab)
- Watch these videos:
- Read these Guides
3. View and Manage your Employee Profile in Workday
You have three options for learning to View and Manage your Employee Profile in Workday:
- Watch this video: View and Manage your Employee Profile in Workday (4.5 minutes) – (link opens in a new tab)
- Attend these guided instruction sessions (link opens in a new tab)
- Read these Guides
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:
- Watch this video: Out-of-Pocket Expense Reporting in Workday (5.5 minutes) – (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
Reconciling Purchasing Cards
You have these two options for learning to reconcile your Carleton purchasing card in Workday:
- Watch this video: Reconcile Purchasing Cards in Workday (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
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
- If you supervise staff or student workers
- If you manage money beyond your Professional Development Account
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:
- Workday Navigation
- Time Off and Leave in Workday
- View and Manage your Employee Profile in Workday
- Out-of-pocket Expense Reporting in Workday
- Benefits and Payroll Deductions in Workday
- Optional: Workday Mobile
- 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:
- Watch this video: Time Off and Leaves (3.5 minutes) – (link opens in a new tab)
- Attend these guided sessions (link opens in a new tab)
- Read these Guides
3. View and Manage your Employee Profile in Workday
You have three options for learning to View and Manage your Employee Profile in Workday:
- Watch this video: View and Manage your Employee Profile in Workday (4.5 minutes) – (link opens in a new tab)
- Attend these guided instruction sessions (link opens in a new tab)
- Read these Guides
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:
- Watch this video: Out-of-Pocket Expense Reporting in Workday (5.5 minutes) – (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
Reconciling Purchasing Cards
You have these two options for learning to reconcile your Carleton purchasing card in Workday:
- Watch this video: Reconcile Purchasing Cards in Workday (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
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
- If you supervise staff or student workers
- If you manage money beyond your Professional Development Account
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:
- Workday Navigation
- Time Entry in Workday
- 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:
- Watch this video: Time Entry in Workday (5 minutes) – (link opens in a new tab)
- Attend these guided instruction sessions (link opens in a new tab)
- Read this Guide (PDF) – (link opens in a new tab)
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
- Written Guide: CSA Budget Management Reporting (link opens in a new tab)
- More training is forthcoming!
Workday for People with Specific Responsibilities
For Supervisors
Student Work Supervisors:
Starting January 2nd, Time approvals are due by 3pm on Mondays rather than midnight.
- Hire a Student Employee (PDF) – (link opens in a new tab)
- View your Student Employment Roster (PDF) – (link opens in a new tab)
- Approving Time:
- Watch this video: Time Entry and Time Off Approvals in Workday (3.25 minutes) – (link opens in a new tab)
- Read this guide (PDF) – (link opens in a new tab)
- This recording of a live session includes time off approvals, which are not relevant to Student Work supervisors, but it also includes instructions on managing your team’s time, correcting time, etc: Workday for Supervisors: Time Off and Time Entry Approvals (recording of live training – 24 minutes) – (link opens in a new window)
- Guided Training Sessions (link opens in a new tab)
Staff Supervisors:
- Approving Time Off and Time Entry
- All other Supervisor duties in Workday
Hiring Managers
For Budget, Gift, and Grant Managers and Support Professionals
Learning to manage your budget in Workday begins with three training modules:
- Workday Finance Fundamentals
- How to Spend Money in Workday
- 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:
- Watch this tutorial video on Workday Finance Fundamentals (11 minutes) – (link opens in a new tab) AND read this guide (link opens in a new tab)
- Watch this recording of a Guided Instruction Session (from December 20th) – (link opens in a new tab)
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:
- Watch these tutorial videos
- Watch this recording of a live training sessions (link opens in a new tab)
- Read these Guides
3. Budget, Gift, and Grant Managers
You have these three options for learning to manage your money in Workday:
- Attend these guided sessions (link opens in a new tab)
- Watch these recordings of training sessions
- Budget Management Reporting (link opens in a new tab)
- Budget, Gift, and Grant Management Reporting (link opens in a new tab)
- Faculty Development Accounts (link opens in a new tab)
- CSA Budget Management Reporting (forthcoming)
- Read these Guides on Budget, Gift, and Grant Reporting
- Read these Guides on Delegations
For CSA Treasurers
- Written Guide: CSA Budget Management Reporting (link opens in a new tab)
- More training is forthcoming!