Steps: Set Up Learning

Review setup considerations for Workday Learning.

See: Setup Considerations: Learning Content.

You can set up Workday Learning to enable:

Learning administrators to create and manage learning content and enrollments.

See: Steps: Manage Learning Content.

Learners to consume content and create stand-alone lessons for peer learning.

See: Setup Considerations: Learning Lessons.

Configure security for Learning.

See Steps: Set Up Security for Learning.

If you have Workday Learning, powered by Sana subscription, set up workers with content creator access. See Steps: Set Up Learning Content Creators.

If you have a Workday Learning, powered by Sana subscription, set up user provisioning after you configure content creator security. See Steps: Set Up User Provisioning for Workday Learning Powered by Sana.

Access the

Manage Topics

task.

Create topics that categorize your learning content.

Security: Set Up: Learning Catalog
domain in the Learning Core functional area.

(Optional) Translate Business Data.

Configure translations for field values on the Learning Topic
business object in the Learning: Learning Core
category to support global learning.

(Optional) Maintain Drop Course Event Categories.

You can create categories for drop reasons and subcategories when dropping learning enrollments.

(Optional) Steps: Configure Microsoft Outlook Calendar for Learning.

You can create and send calendar invites when you schedule classroom training and webinars in course offerings.

(Optional) Steps: Configure Google Calendar for Learning.

You can create and send calendar invites when you schedule classroom training and webinars in course offerings.

(Optional) Create and send Zoom meeting invites when you schedule classroom training and webinars in course offerings.

Steps: Set Up Virtual Classroom Integration with Zoom.

(Optional) Steps: Configure Translation Templates for Calendar Email Invites.

Create and send email translation templates in the specified language of a course offering.

(Optional) Maintain Learning Unit Types.

You can create other unit types for learning courses and course offerings.

(Optional) Enable learners to express interest in specific course offerings.

See Steps: Set Up Express Interest for Learning Courses.

(Optional) Maintain Learning Validations for Learning Enrollments.

You can create and maintain custom validation messages for learning enrollments.

(Optional) Configure segmented security to restrict access to learning content.

See Steps: Maintain Access to Learning Content.

Configure the

Learning

report on the

Career for Worker Profile

profile group to enable:

Learners to access their learning history through self-service.

Managers to access the learning history of their direct reports.

See Steps: Set Up Profiles and Profile Groups.

Access the

Copy Standard Report to Custom Report

task.

Copy the

Find Workers

report to create a custom report.

On the

Advanced

tab, add a

Mass Actions

row and select Learning Mass Enroll
from the

Workday Supplied Mass Actions

prompt, enabling you to mass-enroll learners. The search report must use a data source with Worker
as the primary business object.

Security: Set Up: Learning Catalog
domain in the Learning Core functional area.

Configure Learning Dashboards.

Configure these dashboards to set up content containers as worklets and display relevant reports:

Learning

Learning Admin

Learning Trainer

My Library

The user interface on the Learning Admin dashboard enables learning administrators and trainers to run administrative tasks. Select the

View as Admin

button on learning content reports to view the content as an administrator and to enable Workday to remember this setting preference. If you want to view content as a learner, select the

View as Learner

button on learning reports or access the content through the Learning dashboard.

Create learning instructors.

See Steps: Set Up Learning Instructors.

(Optional) Add approval steps that enable administrators or managers to review new:

Courses

Programs

Stand-alone lessons

Enrollments

Equivalency rules

Business Process	Option
Manage Course	Configure the Reset Expiration Date on Enrollments for Course action step as a completion step after any approval steps on this business process. This configuration initiates the Reset Expiration Date on Enrollments task when you update a course that has completed enrollments. You can configure condition rules on this step when you want it to apply to specific events on the business process. Configure the Edit Additional Data action step if you want to set a value for custom fields on learning courses.
Manage Course Offering	Configure the Reset Expiration Date on Enrollments for Course Offering action step as a completion step after any approval steps on this business process. This configuration initiates the Reset Expiration Date on Enrollments task when you update a course offering that has completed enrollments. Configure condition rules on this step to apply to specific events on the business process. Example: You can create a condition rule using the Initiated by Update Offering to Version report field that applies when the Update Offering to Version task initiates this business process. Configure the Edit Additional Data action step if you want to set a value for custom fields on learning course offerings. You can rescind an event for this business process once there are no outstanding: Enrollments in the course offering. Events for the course offering in progress. Mass enrollment events in progress for the course offering. Newer events you must rescind.
Manage Program	Configure the Edit Additional Data action step on this business process to set a value for custom fields on learning programs.

See Edit Business Processes.

(Optional) Create Locations.

Create training rooms for learning instructor-led classroom training lessons.

(Optional) Steps: Set Up Learning Assessors.

Assign workers or external learning users as learning assessors for course offerings with training activity lessons.

(Optional) Access the

Edit Tenant Setup - Global

task.

Enable supported language options for learning content search results.

Security: Set Up: Tenant Setup - Global
domain in the System functional area.

(Optional) Configure translations in your tenant.

See Steps: Manage Translations.

(Optional) Configure e-commerce capabilities.

See Steps: Set Up E-Commerce for Learning.

Create content for the learning catalog.

See Steps: Manage Learning Content.

Enable activity streams on these objects so that learners can collaborate using comments after they enroll in or complete courses or stand-alone lessons:

Enrollable Learning

External Lesson

Learning Lesson

See Steps: Enable Activity Stream.

(Optional) Set up email analytics for Learning to view how learners interact with emails you send from Workday.

See Steps: Set Up Email Analytics.

Manage tenant-wide settings for learning.

See Reference: Edit Tenant Setup - HCM.

Access the

Edit Tenant Setup - System

task.

In the