Workday Learning Configuration and Setup

Overview

• Focus on learning configuration, tenant-wide settings, and initial learning enablement in Workday Learning.
• Discussion includes considerations for configuring learning setups, types of instructors, and learner interest management.
• Topics of creating learning dashboards, maintaining learning validations, enrolling in courses, and setting learning unit types.
• End with setting up learning topics and dashboard worklets.

Key Topics Discussed

Initial Learning Enablement

• Edit Tenant Setup HCM: Vital for maintaining tenant-wide settings.
• Learning Filters/Options: Configure learning-related options such as course rating and enabling pricing configurations.
• Calendar Integration: Enables scheduling and notifications integration with Outlook.

Learning Instructors

• Configuration of Instructors: Different types like internal and external instructors; access granted through security roles.

Learning Interest Management

• Express Interest Setup: Configuration areas where learner interests are managed in the LMS.

Learning Dashboards

• Types of Dashboards: Different dashboards that Workday Learning provides and set up for visual analytics.

Learning Validations

• Maintain Validation: Process for setting and maintaining learning validations within the system.
• Drop Course Events: Management of reasoning behind learners dropping courses and where it's maintained.

Learning Unit Types

• Workday Delivered Unit Types: Built-in unit types available in Workday and steps to create custom unit types if needed for an organization.

Learning Topics

• Creating and Managing Topics: Steps to create topics in Workday LMS and the importance of topic configurations.

Dashboard Worklets

• Workday Delivered Worklets: Overview of pre-configured worklets and their setup.

Additional Functional Areas

• Domain Security Policies: Critical for managing access and ensuring the right permissions are granted across learning-related domains.

Detailed Walkthroughs

Edit Tenant Setup HCM

1. Go to 'Edit Tenant Setup HCM' for tenant-wide settings.
2. Enable learning features: Course rating, Pricing configuration, Calendar integration, Package content, etc.
3. Manage the security groups to ensure appropriate permissions are granted.

Domain Management

• Reviewing and Managing Domains: Navigate to 'Domain Security Policies for Functional Area' and review domains such as Learning Core, Manage Learning Content, and Manage Learning Assignments.
• Granting Permissions: Detailed steps on adding or removing security groups to each domain.

Roles and Security

• Assigning Roles: Steps to view profile, security groups, and assigning appropriate learning roles like Learning Administrator and External Instructors based on configurations.

Engage Learners

• Pre-Employment Access: Configurations ensuring proper access to pre-hires or contingent workers if applicable.
• On-the-Job Training: Setup instructions to manage on-the-job training through the system, including assigning site leaders as external instructors.
• Mass Enrollment: Managing both administrative and managerial mass enrollments using appropriate security groups.

Learner Experience

• Enabling Learner Experience: Configure learner dashboards for personalized learning content, learning paths, and recommended courses.

Questions and Follow-ups

• Questions about learning topics, configurations, and scenarios for setting up various learning initiatives within the Workday environment.
• Future sessions to dive deeper into individual setups and configurations based on pending access or roles.