Enrolling My Team in a Course or Program in Workday


Purpose

This document provides managers with instructions on how to enroll their team members in a course or program within the Workday Learning application.

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Keep in Mind

Steps

  1. Log into Workday using your CNetID and password.
  2. In the search box at the top of the screen, type “Manager Enroll,” and select the suggested task that appears below the search box.
  3. The Manager Enroll dialog box will pop up. Use the Content field to search for the desired course or program. Type keywords in this field and press Enter to display a list of results matching the search criteria.
  4. Choose the appropriate course or program from the available options and select OK.
    1. If a course has multiple options or sessions available for completion, the Course Offerings screen will display. Details for each option will appear on the Open Offerings table, including Start Date, End Date, Attendance Type, Instructor, Availability, and Status. Select the desired offering by checking the corresponding box in the Select Offering column, and then select OK.
  5. The Review screen will appear, displaying the title and description of the course or program at the top. Under the Assign as Required Learning header, select Yes or No to indicate whether the training is mandatory.
    1. If Yes is selected, the Due Date section will appear on the right side of the screen. Setting a deadline for completing the training is optional, and the field may be left blank. To set a deadline, under Due Date Type, choose either Date or Duration.
      1. If Date is selected, type or use the calendar icon to enter the due date.
      2. If Duration is selected, specify the Duration Unit (e.g., Days, Weeks, Months, Years) and enter the Duration in the appropriate field.
  6. Scroll down to the Workers section/tab, where direct reports are listed. Use the checkboxes in the first column to select all or specific workers. To select all, mark the checkbox at the top of the column in the header row. To select individual workers, mark the checkbox next to each worker’s name.
    1. Only direct reports will appear in this list.
    2. If a direct report does not appear under the Workers tab, check the Ineligible tab. This tab shows any workers who cannot be enrolled in the course or program, along with the error preventing enrollment. In most cases, workers are listed as ineligible because they have already been enrolled.
      1. The Ineligible tab will only appear if there are workers who cannot be enrolled.
    3. If a direct report does not appear under either the Workers or Ineligible tabs, contact the HR Partner supporting the unit to confirm that the worker is assigned to the correct supervisory organization.
    4. If a worker has previously completed the course or program, a Warning will appear in the corresponding column. Ensure these warnings are reviewed before proceeding.
  7. Select Submit to complete the enrollment process. Workers will receive a notification in Workday once they have been successfully enrolled.