Glossary of Terms
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Session 1 - Training Approach and Financials Scope in Workday
Session 2 - Financial and Organizational Structure Basics
Session 3 - Workday Implementation Methodology Overview
Session 4 - Project Phases and Methodology Deep Dive
Session 5 - Workday Tenants and Cutover Activities
Session 6 - Tenant Types, Releases, and Preview Cycles
Session 7 - Designing Supervisory and Financial Structures
Session 8 - Workday Supervisory Organizations and Types
Session 9 - Company and Cost Center Setup Process
Session 10 - Chart of Accounts and Account Types Explained
Session 11 - Accounting Structures and Ledger Configuration in Workday
Session 12 - Ledger Creation and Accounting Period Management
Session 13 - Journal Entry, Validation, and Retained Earnings Setup
Session 14 - Trial Balance Overview and Posting Account Setup
Session 15 - Journal Corrections, Adjustments, and Recurring Entries
Session 16 - Journal Reversals and Financial Data Model Configuration
Session 17 - Journal Numbering Rules and Sequencing Logic
Session 18 - Multi-Currency Setup and Foreign Transactions Handling
Session 19 - Cross Rates and Multi-Currency Revaluation Scenarios
Session 20 - Revaluation Steps and Unrealized Gain or Loss Handling
Session 21 - Currency Revaluation and Settlement Transaction Handling
Session 22 - Custom Validation Rules and Security Roles in Workday
Session 23 - Introduction to EIB and Financial Data Loading
Session 24 - Journal Creation Using EIB Integration Techniques
Session 25 - Procure-to-Pay Setup and Supplier Lifecycle
Session 26 - Supplier Invoices and Credit Memo Management
Session 27 - Supplier Payment Creation and Processing Basics
Session 28 - Bank Setup and Supplier Payment Settlement
Session 29 - P2P Flow Execution and Issue Troubleshooting
Session 30 - Workday Security Models and Architecture Overview
Session 31 - Security Groups and Role Assignments in Workday
Session 32 - Business Process Design and Configuration Concepts
Session 33 - RBS and UBS Setup with Order to Cash Introduction
Session 34 - Customer Setup and AR Posting Rules
Session 35 - Credit Rebill, Customer Receipts, and Deposits
Session 36 - AR On Account, Refunds, and Write-Off Accounting
Session 37 - Interest and Late Fee Configuration in AR
Session 38 - Period Close Events and Activity Group Setup
Session 39 - Report Types and Standard Report Execution
Session 40 - Simple Report Creation and Optimization Options
Session 41 - Sorting, Filtering, Prompting and Sharing Reports
Session 42 - Matrix Report, Drilldown and Grouping Features
Session 43 - Resume Preparation and Interview Readiness Tips
Additional Videos
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Demo - Workday Finance for Beginners (69:18)
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Intro - Learn How to Start your Career and Get Certified (46:47)
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Session Video - Core Concepts & Navigation (48:00)
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Session Video - Business Structure (57:00)
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Session Video - Workday Structure (53:55)
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Session Video - Implementation Methodology (52:44)
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Session Video - Workday Application Basics (58:11)
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Session Video - Workday Architect (37:40)
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Session Video - Type of Tenant (52:36)
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Session Video - Finance Structure (56:07)
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Session Video - Company Accounting - Xtech (50:21)
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Session Video - Create Journal (55:01)
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Session Video - Journal Types (52:09)
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Session Video - Journal Types - Adjustment Journal (52:40)
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Session Video - Validation Rule - EIB (55:23)
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Session Video - Create Standard EIB (55:55)
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Session Video - Worktag - Customize EIB (56:20)
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Session Video - Customize EIB (53:36)
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Session Video - Foreign Currency Journal (56:59)
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Session Video - Revaluation (51:16)
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Session Video - Translation and Consolidation (50:57)
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Session Video - Xtech UK Company - General Ledger (46:10)
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Session Video - Accounts Payable (84:01)
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Session Video - Bank Financial Institution (64:29)
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Session Video - Adjustments (61:00)
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Session Video - P2P - Business Process Configuration (60:01)
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Session Video - Account Receivable (71:32)
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Session Video - Account Posting Rule (60:03)
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Session Video - Types of Receipts in the System (47:29)
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Session Video - Customer Refund - Consolidated Invoice (59:33)
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Session Video - Maintain Interest and Late Fees (67:23)
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Session Video - Security and Business Process - Functional Ares - Domains (61:31)
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Session Video - Security Group (73:56)
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Session Video - Report Writing (59:02)
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Session Video - Advance Report - Customer Analysis Report (70:03)
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Session Video - Matrix Report (49:49)
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Session Video - Job Readiness Program (53:01)
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Session Video - Workday Financial Analyst (103:05)
Assessments
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Assessment - Accounts Receivable - 1. Customer Management
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Assessment - Accounts Receivable - 2. Customer Invoice
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Assessment - Accounts Payable - 3. Supplier Management
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Assessment - Accounts Payable - 4. Supplier Invoice Management
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Assessment - Cash Management - 5. Bank Account Setup
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Assessment - Cash Management - 6. Settlement Run
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Assessment - General Ledger - 7. Financial Accounting Setup
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Assessment - General Ledger - 8. Process Accounting Journals
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Assessment - General Ledger - 9. Create and Process Journal EIB
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Assessment - General Ledger - 10. Review Revaluation, Consolidation, Translation
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Assessment - General Ledger - 11. Review Financial Reports
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Assessment - General Ledger - 12. Period Close
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Assessment - Workday Basics - 13. Introduction to Workday – Navigation
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Assessment - Workday Basics - 14. Workday Structure
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Assessment - Workday Basics - 15. Introduction to Workday Security - Domain, Business Process, Role-Based and User-Based
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Assessment - Workday Basics - 16. Introduction to Workday Billing Accounts Receivable, Accounts Payable, General Ledger
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Assessment - Workday Reports - 17. Introduction to Workday Financial Workday Reporting – Advanced, Matrix, and Composite
Assignments
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Assignment - Accounts Receivable - 1. Customer Management
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Assignment - Accounts Receivable - 2. Customer Invoice
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Assignment - Accounts Payable - 3. Supplier Management
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Assignment - Accounts Payable - 4. Supplier Invoice Management
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Assignment - Cash Management - 5. Bank Account Setup
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Assignment - Cash Management - 6. Settlement Run
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Assignment - General Ledger - 7. Financial Accounting Setup
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Assignment - General Ledger - 8. Process Accounting Journals
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Assignment - General Ledger - 9. Create and Process Journal EIB
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Assignment - General Ledger - 10. Review Revaluation, Consolidation, Translation
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Assignment - General Ledger - 11. Review Financial Reports
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Assignment - General Ledger - 12. Period Close
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Assignment - Workday Basics - 13. Introduction to Workday – Navigation
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Assignment - Workday Basics - 14. Workday Structure
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Assignment - Workday Basics - 15. Introduction to Workday Security - Domain, Business Process, Role-Based and User-Based
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Assignment - Workday Basics - 16. Introduction to Workday Billing Accounts Receivable, Accounts Payable, General Ledger
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Assignment - Workday Reports - 17. Introduction to Workday Financial Workday Reporting – Advanced, Matrix, and Composite
Lab Activity - Workday Basics
Lab Activity - General Ledger
Lab Activity - Accounts Receivable
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Lab Activity - 1. Create Customer
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Lab Activity - 2. Create Sales Item
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Lab Activity - 3. Edit Posting Rule
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Lab Activity - 4. Maintain Custom Validations
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Lab Activity - 5. Maintain Customer Category
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Lab Activity - 6. Maintain Customer Groups
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Lab Activity - 7. Maintain Revenue Categories
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Lab Activity - 8. Maintain Worktag Usage
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Lab Activity - 9. Assign Security Role to Company
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Lab Activity - 10. Create Consolidated Customer Invoice
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Lab Activity - 11. Create Customer Invoice Adjustment
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Lab Activity - 12. Create Customer Invoice
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Lab Activity - 13. Create Customer Refund
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Lab Activity - 14. Deposit Customer Payments
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Lab Activity - 15. Record Customer Payment with an On-Account Amount
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Lab Activity - 16. Record Customer Payment with Short Payment
Lab Activity - Accounts Payable
Lab Activity - Cash Management
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Lab Activity - 1. Assign Security Role to Company
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Lab Activity - 2. Create Ad Hoc Payment
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Lab Activity - 3. Create Bank Account
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Lab Activity - 4. Create Bank Routing Rule
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Lab Activity - 5. Create Settlement Run
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Lab Activity - 6. Print Check Task
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Lab Activity - 7. View Financial Institution
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Lab Activity - 8. View Settlement - Settlement Work Area
Lab Activity - Workday Reports
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Lab Activity - 1. Run & Copy a Standard Report
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Lab Activity - 2. Create Custom Report (Type=Simple)
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Lab Activity - 3. Change the Data Source on the Report
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Lab Activity - 4. Add a Filter and Sort to the Report
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Lab Activity - 5. Change to Advanced Report Type and Configure Filter that Prompt User
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Lab Activity - 6. Working with Related Business Objects
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Lab Activity - 7. Demo - Contextual Reporting Options
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Lab Activity - 8. Configure Subtotals and Grand Totals
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Lab Activity - 9. Group, Total, Outline the Employee Audit Report
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Lab Activity - 10. Modify Share
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Lab Activity - 11. Modify Data Source
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Lab Activity - 12. Optional - Add Custom Reports to Menus and as Related Actions
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Lab Activity - 13. Add Report Tags to Custom Reports
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Lab Activity - 14. Track Custom Reports
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Lab Activity - 15. Scheduling Reports
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Lab Activity - 16. Create Matrix Report
Shared by Trainer
Certification MCQ's (84 Questions)
Capstone Projects / Case Studies
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Capstone Project - 1. Full-Cycle ERP Implementation for a New Mid-Sized Retail Company
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Capstone Project - 2. Global Expansion and Multi-Currency Financial Consolidation
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Capstone Project - 3. Integration of a Third-Party CRM System with Workday Financials
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Capstone Project - 4. Procure-to-Pay (P2P) Process Automation and Optimization
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Capstone Project - 5. Advanced Financial Reporting and Analytics Suite for Executive Leadership
Interview Questions
Sample Resumes
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