Workday is now live!
Workday is the enterprise resource planning (ERP) system all Universities of Wisconsin universities will use to standardize and streamline finance, human resources, and research administration processes, including accounting, managing time off, completing payroll, and closing out research awards.
Do you have questions about Workday? There will be limited updates to this website moving forward, so we would like to redirect you to the official Workday website for training and support. The “Get Help” page has additional information on how to utilize the virtual assistant, submit a support ticket, or request live assistance over the phone.
If you have additional questions that could be answered by the SoE Finance, HR, and Research Support teams, visit the SoE Workday Support Teams channel to share your question and search for additional information.
See this spreadsheet for ongoing SoE Workday Q&A.
Training for ALL Employees
Computer-based training, How-to Videos, and Job-Aids is available to all employees in your UW System Canvas dashboard.
Workday Training: Frequently Asked Questions
Question: I checked my Canvas courses and did not see any Workday trainings listed. What should I do?
Answer: Unless your role is in finance, research administration, or human resources, you will not have any training courses assigned to you at this time (see chart above). Additionally, Workday training will take place in the Universities of Wisconsin Canvas portal, not in the UW-Madison Canvas portal.
Question: I would like to block off my calendar for the required Workday training. How can we find out about the time for our Workday courses?
Answer: Much of the Workday training will be self-paced, computer-based training. For training sessions that are instructor-led, invitations will be sent to the appropriate staff. For more information about Workday training, visit the Universities of Wisconsin Workday training website.
Change Preparedness Resources
Change is hard, and this is a big one. The Office of Human Resources offers many resources to support individual employee change preparedness.
What's Changing for All UW Employees?
Bitesize Info/Demos for All Employees
SoE Resources
ATP for SoE Finance Administrators
Information and resources for SoE administrators who serve in a finance role or perform finance-related tasks.
Attend the SoE Administrative Forum
The SoE Administrative Services discusses ATP concepts at their monthly Administrative Forum. All SoE staff are welcome to attend.
ATP for SoE Human Resources Administrators
Information and resources for SoE administrators who serve in a human resources role or perform HR-related tasks.
Engage with the SoE Readiness Team
Leads: Sheryl Van Greunsven, Elissa Barnett
Team: Jason Erdmann, Andrew Johnson, Jennifer Krug, Anna Lewis, Danielle Maillette, Lauren Meyers, Jody Moen, Tammy Wacek
The SoE Readiness Team is happy to join your upcoming department and/or staff meetings to share information on ATP.
soe-atp@education.wisc.edu
What's Changing for UW Administrators?
Bitesize Info/Demos for Administrators
- Workday Organizations Overview - 7 minutes
- FDM Overview - 2 minutes
- Workday Data and Reporting Overview - 5 minutes
- Security Roles Overview - 7 minutes
- Period Activity Pay Overview - 3 minutes
- Temporary Base Adjustments Overview - 4 minutes
- Approvals Overview - 4 minutes
- Delegation and Reassignment Overview - 3 minutes
Finance, Human Resources (HR), and Research Administration tasks will roll up into the Workday system.
This means the functionality of current tools like WISER, Cost Transfer Tool, JEMS, TREMS, HRS, and many more will be available in one system – Workday.
Current to Future State Crosswalks
FDM Mapping Rules (Tableau) – Conversion tables showing Account code mapping & SFS funding string mapping to Workday
FDM Mapping Tool – SFS to Workday tool for mapping existing SFS values to Workday (limited access). Also contains read-only and downloadable content (broad access).
WISER to Workday Reporting –WISER financial report crosswalk
OBIEE to Workday Reporting – HR report replacement crosswalk
Find out more about changes for Finance Administrators | HR Administrators | Research Administrators
Key Dates
August – October 2024: User experience testing (UXT) for human resources and finance professionals.
January – July 2025: Cutover planning. This is the window in which we will stop using our current systems and transition to Workday.
March, April 2025: *TRAINING begins* for human resources and finance professionals.
May 2025: Training for all other employees begins
July 2025: Workday go-live.
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Reporting
Enterprise Analytics Platform
The Enterprise Analytics Platform (EAP) endeavors to be our trusted, governed source for enterprise data, empowering data-driven answers for analysis and decisions.
EAP is a data analytics infrastructure that can be immediately leveraged to meet the needs of the data warehousing and longitudinal data needs of the Administrative Transformation Program (ATP) in a manner that will be expandable over time to campuses and their needs around student data, learner data, and the integration of such data sets for improved decision-making.
Projects
EAP is comprised of several evolving projects housed in the same data warehouse. The data sets and workstreams housed within platform include the following.
- The Core Platform (Infrastructure)
- Administrative Data (HR, Finance)
- Enterprise Data Governance
- Enterprise Data and CDR Modernization
- Student Lifecycle (Admissions, Registrar, Financial Aid)
- Learner Data (Canvas)
See an overview of EAP projects here.
Administrative Data (HR, Finance) Workstream Updates
Approach
The primary objective of this workstream is to replicate legacy and Workday datasets and dashboards to provide a base to grow analytics capabilities. The below graphic illustrates the EAP architecture at a high level.
To ensure that EAP can meet the data needs of the Universities of Wisconsin at the time of Workday’s initial go-live (July 2025), we recently shifted to a “replicate and iterate” approach in which we’ll become hyper-focus on replicating existing EPM, SFMart, and InfoAccess views to free-up downstream effort – all in an effort to facilitate a successful Workday launch. The below graphic illustrates the path forward with this approach.
