Workday Management Cloud ERP Demo

Summary

Cloud ERP vendor Workday is coming to W&M for on-site demos.

Full Description

Cloud ERP vendor Workday will be in the Commonwealth Auditorium at the Sadler Center on February 21st, 22nd, and 23rd for on-site demos of their enterprise resource planning offerings. The event is open to all current users of the ERP and associated systems.

After you've attended your session(s), please complete the feedback form.

Workday Demonstration Agenda

Day 1 - Tuesday, February 21, 2023
9:00 – 10:45 am - Workday Opening Session - Everyone Location - Commonwealth Auditorium Zoom Link for first two sessions, remote employees. Introductions Mobile Scavenger Hunt - download the Workday app to participate Workday Overview: Why Workday at William & Mary? Introductory Overview Demonstration
10:45 - 11:00 am - Break
11:00 am - 12:30 pm - Workday Technology Foundations - Everyone Location - Commonwealth Auditorium Navigation Business Process Framework Reporting Security
12:30 - 1:30 pm - Lunch Break
Workday Financials Zoom	Workday Student Zoom
1:30 - 2:15 Workday Financial Core Concepts Location - Commonwealth Auditorium Introduction to Financials Business Process Framework Reporting and Analytics Chart of Accounts Teaser Short bio Break	1:30 - 2:30 - Student Experience Location - Chesapeake BC Short break to Transition
2:20 - 3:45 Chart of Accounts and Core Accounting Location - Commonwealth Auditorium Workday’s Chart of Accounts Journal Creation Allocations Period Close Management Bank Reconciliations	2:35 - 3:45 - Recruiting & Admission Location - Chesapeake BC Prospective Student Management Engagement Reporting & Dashboards
3:45 - 4:00 pm - Break
4:00 - 5:00 Adaptive Planning Location - Commonwealth Auditorium	4:00 - 5:00 - Advising, Student Success, Faculty Location - Chesapeake BC

Day 1 - Tuesday, February 21, 2023

9:00 – 10:45 am - Workday Opening Session - Everyone

Location - Commonwealth Auditorium

Zoom Link for first two sessions, remote employees.

Introductions
Mobile Scavenger Hunt - download the Workday app to participate
Workday Overview: Why Workday at William & Mary?
Introductory Overview Demonstration

10:45 - 11:00 am - Break

11:00 am - 12:30 pm - Workday Technology Foundations - Everyone

Location - Commonwealth Auditorium

Navigation
Business Process Framework
Reporting
Security

12:30 - 1:30 pm - Lunch Break

Workday Financials

Zoom

Workday Student

Zoom

1:30 - 2:15 Workday Financial Core Concepts

Location - Commonwealth Auditorium

Introduction to Financials
Business Process Framework
Reporting and Analytics
Chart of Accounts Teaser

Short bio Break

1:30 - 2:30 - Student Experience

Location - Chesapeake BC

Short break to Transition

2:20 - 3:45 Chart of Accounts and Core Accounting

Location - Commonwealth Auditorium

Workday’s Chart of Accounts
Journal Creation
Allocations
Period Close Management
Bank Reconciliations

2:35 - 3:45 - Recruiting & Admission

Location - Chesapeake BC

Prospective Student Management
Engagement
Reporting & Dashboards

3:45 - 4:00 pm - Break

4:00 - 5:00 Adaptive Planning

Location - Commonwealth Auditorium

4:00 - 5:00 - Advising, Student Success, Faculty

Location - Chesapeake BC

Day 2 - February 22, 2023 -
Workday Financials Zoom	Workday Student Zoom
9:00 am - 10:00 am Procure to Pay, Assets, Projects Location - Commonwealth Auditorium Procurement AP Fixed Asset Management Capital Projects Short bio break Grants and Endowments 10:05 am -11:00 am Location - Commonwealth Auditorium Grants Setup and Transacting Compliance and Controls Endowment Unitization and Payout	9:00 am - 10:45am – Academic Foundation, Records, Registration and Curriculum Management (breaks worked in) Location - Chesapeake C Calendar and Policy Configuration Registration and Grading Program of Study and Course Management Schedule Development Reports & Dashboards
10:45 - 11:00 am - Break
11:00 - Noon - Financials Hands Location - Commonwealth Auditorium Bring your laptop to participate	11:00 - Noon - Financial Aid Part 1 Location - Chesapeake C Federal Application (ISIR) Processing Award Management Student Experience
Noon - 1:00 pm - Lunch
Workday Human Capital Management	Workday Student Continued
1:00 – 2:30 pm - Workday HCM Opening Session Location - Commonwealth Auditorium Zoom Introductions Navigation and Worker Profile Self-Service Business Process Framework Reporting and Analytics Faculty Management and Academic Pay	1:00 pm – 2:30 pm – Financial Aid Part 2 Location - Chesapeake C Policy and Configuration Disbursements Work-Study Reports & Dashboards
2:30 - 2:45 pm - Break
2:45 – 4:15 pm - Staffing, Recruiting, & Onboarding Location - Commonwealth Auditorium Job Profiles, Positions and Staffing Models Candidate and Recruiter Experience Hiring and Onboarding	2:45 pm – 4:30 Bursar/ Student Accounts Location - Chesapeake C Charges, Payment Plans Payments, Waivers, Sponsored Contracts Disbursement and refunds Reports & Dashboards
4:15 - 5:00 pm - Compensation and Benefits Location - Commonwealth Auditorium Compensation Plans and Transactions Benefit Configuration and Changes	4:30 – 5:00 Implementation Overview Location - Chesapeake C Zoom

Day 2 - February 22, 2023 -

Workday Financials

Zoom

Workday Student

Zoom

9:00 am - 10:00 am Procure to Pay, Assets, Projects

Location - Commonwealth Auditorium

Procurement
AP
Fixed Asset Management
Capital Projects

Short bio break

Grants and Endowments 10:05 am -11:00 am

Location - Commonwealth Auditorium

Grants Setup and Transacting
Compliance and Controls
Endowment Unitization and Payout

9:00 am - 10:45am – Academic Foundation, Records, Registration and Curriculum Management (breaks worked in)

Location - Chesapeake C

Calendar and Policy Configuration
Registration and Grading
Program of Study and Course Management
Schedule Development
Reports & Dashboards

10:45 - 11:00 am - Break

11:00 - Noon - Financials Hands

Location - Commonwealth Auditorium

Bring your laptop to participate

11:00 - Noon - Financial Aid Part 1

Location - Chesapeake C

Federal Application (ISIR) Processing
Award Management
Student Experience

Noon - 1:00 pm - Lunch

Workday Human Capital Management

Workday Student Continued

1:00 – 2:30 pm - Workday HCM Opening Session

Location - Commonwealth Auditorium

Zoom

Introductions
Navigation and Worker Profile
Self-Service
Business Process Framework
Reporting and Analytics
Faculty Management and Academic Pay

1:00 pm – 2:30 pm – Financial Aid Part 2

Location - Chesapeake C

Policy and Configuration
Disbursements
Work-Study
Reports & Dashboards

2:30 - 2:45 pm - Break

2:45 – 4:15 pm - Staffing, Recruiting, & Onboarding

Location - Commonwealth Auditorium

Job Profiles, Positions and Staffing Models
Candidate and Recruiter Experience
Hiring and Onboarding

2:45 pm – 4:30 Bursar/ Student Accounts

Location - Chesapeake C

Charges, Payment Plans
Payments, Waivers, Sponsored Contracts
Disbursement and refunds
Reports & Dashboards

4:15 - 5:00 pm - Compensation and Benefits

Location - Commonwealth Auditorium

Compensation Plans and Transactions
Benefit Configuration and Changes

4:30 – 5:00 Implementation Overview

Location - Chesapeake C

Zoom

Day 3 - February 23, 2023
Workday Human Capital Management Zoom	Student
9:00 – 10:00 am - Talent, Performance, Learning Location - Commonwealth Auditorium Talent and Performance Data and Reviews Workday Learning 10:00 – 11:00 am - Leave and Time Tracking Location - Commonwealth Auditorium Leave Configuration and Time Tracking	9:00 - 11:00 - Hands on and open office hours Location - Chesapeake BC Bring your laptop to participate
11:00 - 11:15 am - Break
Workday Human Capital Management Continued	Technology Deep Dive
11:15 – 12:15 pm - Payroll Location - Commonwealth Auditorium Payroll Configuration and Processing Payroll Audits	11:15 – 12:15 pm - Workday & Prism Reporting Location - Chesapeake BC Zoom
12:15 - 1:15 pm - Lunch
1:15 - 2:30 pm - Hands on and open office hours Location - Commonwealth Auditorium Bring your laptop to participate	1:15 - 2:30 pm - Architecture, Workflow, Integrations, etc. Location - Chesapeake BC

Day 3 - February 23, 2023

Workday Human Capital Management

Zoom

Student

9:00 – 10:00 am - Talent, Performance, Learning

Location - Commonwealth Auditorium

Talent and Performance Data and Reviews
Workday Learning

10:00 – 11:00 am - Leave and Time Tracking

Location - Commonwealth Auditorium

Leave Configuration and Time Tracking

9:00 - 11:00 - Hands on and open office hours

Location - Chesapeake BC

Bring your laptop to participate

11:00 - 11:15 am - Break

Workday Human Capital Management

Continued

Technology Deep Dive

11:15 – 12:15 pm - Payroll

Location - Commonwealth Auditorium

Payroll Configuration and Processing
Payroll Audits

11:15 – 12:15 pm - Workday & Prism Reporting

Location - Chesapeake BC

Zoom

12:15 - 1:15 pm - Lunch

1:15 - 2:30 pm - Hands on and open office hours

Location - Commonwealth Auditorium

Bring your laptop to participate

1:15 - 2:30 pm - Architecture, Workflow, Integrations, etc.

Location - Chesapeake BC

We want your feedback!

Please complete a feedback form for each session you attended.

W&M ERP Evaluation Feedback Form