Helpful Handouts

Reference Handouts for Workday Topics

Below you will find reference materials related to Worday including common terms, security roles, FDM hints and go-live checklists.  These and more will be posted here as they become available. 

Security Roles

Workday's security framework enables what a user can see and do within Workday. Security Roles are not job titles, but determine what secured content, workers or transactions, and specific items or values, users can access. Employees can have multiple security roles.  All employees have the "Employee as Self" security role, which allows them to initiate self-service transactions such as Create Expense Report.  The handouts below describe some of the other frequently-assigned Workday roles, depending on the employee's job functions.

Image of common HR Security Roles.

Common HR/HCM Roles

Descriptions of commonly-assigned HR/HCM roles in Workday.

Image of FIN Security Roles PDF

Common Finance Functional Roles

Descriptions of commonly-assigned finance functional roles in Workday.

Common Workday Roles

Common Workday Roles

Descriptions of commonly-assigned roles in Workday.

Workday Common Terms and Functionality

These handouts will help you get aquainted with some of the new terminology used in conjunction with Workday, some tips to navigate and search within Workday, and understand some of the basic tasks and functionality available in Workday.

Image of common Workday terms in gray boxes in a PDF document.

Common Workday Terms

Words that will soon become part of RIT's everyday language.

Cutover and Support Resources

These handouts will help you navigate the cutover from Oracle to Workday and understand how to get support on the new platform.

Image of PDF file describing pre go-live activities for Workday.

Pre Go-Live Checklist

Use this checklist to help guide you through some of the important steps to consider before Workday goes live. NOTE: this file is 2 pages long - be sure to click the image to download both pages.

Image of PDF describing support model for Workday at RIT.

Workday Support

Basic guidelines on getting support for Workday at RIT.

Training & PDR Resources

These handouts will help support your experience in RIT's training environment during formal training, independent exploration and/or coordinated labs or "Production Dress Rehearsal" (PDR) activities.

Image of file containing a description of how to access the Workday training environment.

Training Tenant

This file provides some guidance to about access to and use of the Workday training tenant.  The training tenant will be available through 60 days post go-live.