SJSURF Workday Training

Upcoming Training Opportunities

Workday Training webinars, recordings, and how-to documents will be uploaded here as they become available.

• Jun 3, 2025 | 10:30–11:30 a.m. | Employee Dashboard

  • Target Audience: All Active Employees
    Presenter: Myles Reed
    Zoom Link (TBD)

    Description

    Human Resources: Employee Dashboard — Learn how to navigate the dashboard, accessing and updating employee profile, menu options, updating direct deposit, W-4, emergency contact, EEO info, accessing payslip and W-2s.

• Jun 5, 2025 | 11 a.m.–Noon | New Hire Process

  • Target Audience: All PIs & Administrative Staff
    Presenters: Ranjit Kaur & Vicky Farias
    Zoom Link (TBD)

    Description

    Human Resources: For non-benefited, faculty, and benefited positions.

• Jun 10, 2025 | 11 a.m.–Noon | Job Changes

  • Target Audience: All PIs & Account Signers
    Presenter: Ranjit Kaur
    Zoom Link (TBD)

    Decription

    Human Resources: How to manage employment changes — salary action, account change/extension, add job, end job, and termination.

• Jun 10, 2025 | 3–4 p.m. | Travel, Expenses and P-Cards

  • Target Audience: Central Office, All PIs, & Administrative Staff
    Presenter: Loralee Quintero  
    Zoom Link | ID: 8928417622 | Passcode: 622830

    Description

    Finance/Accounts Payable: This workshop will cover the following processes:

    – Spend Authorization: Approval for travel will be submitted through Workday rather than using our current RAT form (employees only, separate process for students and non-employees)

    – Expense Reports: Creating expense reports in Workday for travel or expense reimbursement. How to link your expense report to your Workday travel authorization.

    – Approving Spend Authorizations and Expense Reports.

    – P-Card Reconciliation: How to reconcile your P-Card charges using Workday. How to delegate reconciliation to support staff.

    – General information and questions

    Related Training References

    – Travel Authorizations and Expense Reports

    – Reconcile and Verify P-Card Transactions in Workday

• Jun 12, 2025 | 11 a.m.–Noon | Timesheet and Requesting Time-Off

  • Target Audience: All Active Employees
    Presenter: Vicky Farias
    Zoom Link (TBD)

    Description

    Payroll: Instructions for submitting timesheets and time off for hourly, exempt, faculty, and multiple positions.

• Jun 12, 2025 | 2–3 p.m. | Timesheet and Time-Off Approval

  • Target Audience: All PIs & Account Signers
    Presenter: Vicky Farias
    Zoom Link (TBD)

    Description

    Payroll: Learn how to review and approve time entries and time off/leave requests.

• Jun 13, 2025 | 1:30–2:30 p.m. | New Suppliers, Purchase Orders, and Invoices

  • Target Audience: Central Office, All PIs, & Administrative Staff
    Presenter: Loralee Quintero
    Zoom Link | ID: 8396343940 | Passcode: 569949

    Description

    Finance/Acounts Payable: This workshop will cover the following processes:

    – Submitting purchase order requisitions through Workday

    – Submitting non-PO invoices through Workday

    – Requesting a new supplier through Workday

    – Approving requisitions and invoices

    – General information and questions

    Related Training References

    – Creating Purchase Order Requisitions In Workday

    – Requesting a New Supplier

    – Creating a Non-PO Supplier Invoice Request in Workday

• Jun 17, 2025 | 11 a.m.–Noon | Benefits

  • Target Audience: All Employees (except SJSU students)
    Presenter: Jocelyne Peña
    Zoom Link (TBD)

    Description

    Benefits: How to enroll/waive benefits-retirement plan, parking, Commuter Flexible Spending Account (FSA).

• Jul 24, 2025 | 11 a.m.–Noon | Performance Evaluation

  • Target Audience: All Benefited Employees and their Supervisors
    Presenter: Vicky Farias
    Zoom Link (TBD)

    Description

    Overview of the performance evaluation process and how to complete it in Workday.