Setup Considerations: Learning
You can use this topic to help make decisions when planning your configuration and use of Learning. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
Workday Learning combines development, peer learning, and required training into a single platform. It enables you to manage:
- Delivery of learning content for specific users or the entire workforce.
- Storage of learning materials.
- Worker and external users engagement and progress.
If your organization licenses Workday Learning, powered by Sana, you can author content in
Sana Create
and add it to Workday Learning courses as Sana Content
lessons. For more information, see Setup Considerations: Workday Learning Powered by Sana.Business Benefits
Workday Learning:
- Ensures that users only access appropriate content based on your organization's requirements.
- Delivers a responsive and configurable interface that enables users to find and interact with learning content efficiently.
- Provides a localized experience for global users with full Right-to-Left (RTL) support and streamlined navigation that aligns with company branding.
- Streamlines career development by enabling workers to identify learning opportunities when setting goals or changing positions.
- Maintains an up-to-date learning catalog by enabling subject matter experts to create and share content.
- Uses machine learning to suggest content that develops or improves existing skills.
- Maintains organizational standards by enabling approval steps in the business process before content becomes available.
- Efficiently manages large-scale changes by enabling you to mass drop learners from course offerings or digital courses.
Use Cases
- Organize your learning into categories relevant to specific skills to find content more easily.
- Enable learners to set personal preferences, such as improving specific skills. Workday Learning suggests courses that are relevant to their interests.
- Curate content for specific skills or expertise.
- Define an approval process for new content.
- Enroll team members or entire teams in programs or courses.
- Require learners to take lessons or courses.
- Create courses that instructors deliver in person, have digital content, or a combination of both.
- Inform potential learners when courses are available and configure reminders when they enroll.
- Report on the usage, progress, or pass rate of your learning content.
- Capture a learner's progress by entering scores, grades, or feedback with a training activity.
- Enable your learners to provide feedback through questionnaires or ratings.
Questions to Consider
Question | Consideration |
|---|---|
How do you want to organize your learning catalog? | Categorize courses, lessons, and programs into topics that your learners can browse.
Administrators can tag specific skills to learning content. The content can display on worklets as recommendations to learners for skills they want to improve, or develop. Workday delivers standard topic icons that you can use to help workers find relevant content. You can also collate content using:
|
Where do you train your learners? | You can create courses that are:
|
How do you want to enroll learners? | Along with enrolling individual workers, managers can mass enroll learners by:
If you make an error when enrolling workers, you can also mass drop learners from a course offering or digital course. |
How do you want to publicize available learning opportunities? | You can use worklets to:
You can also create campaigns, which are a combination of lessons, programs, and courses that you can send to a group of users. You can configure notifications to announce the campaign, its purpose, and send them as emails to prospective learners. |
What existing content do you want to import from external systems? | Cloud Connect for Learning and Public Learning Content enable you to import third-party media content. Workers can also access external content by search, or linked as a recommended course. You can load media into Workday using:
Cloud Connect for Learning requires the Cloud Connect for Learning (CCLRN) subscription in addition to Workday Learning. |
Who can access or create your training materials? | You can use segmented security to provide access to, and ability to edit, learning content for different types of workers. Examples:
You can also:
Configure business processes to add approval steps when workers:
|
Who are your instructors? | You can have your course or lessons given by:
|
Do you charge for your courses? | Workday enables you to configure pricing and price display options for learning courses and course offerings. You can configure prices in different currencies and use condition rules to set prices for groups of learners and extended enterprise learners. You can also configure e-commerce capabilities to allow learners to purchase courses through a third-party payment processor. You can track and measure the value of interdepartmental training programs as well. |
When do you schedule your learning opportunities? How do you assess your learners? | You can assign roles to plan schedules and assess learners:
|
How often do you update your courses and lessons? | Whenever you update an existing lesson, or add content to a course, you can set a date for the update to become effective. Example: Create a lesson describing a new feature and create an effective date for the release date.
You can also create versions for blended courses. Example: You can send legacy blended courses to learners who are working on an earlier version of your software. |
Recommendations
- Consider performance impacts when adding learners or courses or creating campaigns. Workday restricts you to fewer than 50,000 learners on any learning campaign. We recommend that you have fewer than 250,000 courses in your learning catalog. This number doesn't include imported records or content.
- To help increase efficiency, we recommend that you plan to create your learning campaigns at an early stage in your implementation.
Requirements
Create topics before you create courses or lessons to improve the catalog search and browsing experience. Learners search by topic for learning materials. Example: Create a topic named HR before creating the relevant learning content.
Limitations
- You can't delete topics, you can only inactivate topics. Workers can't search for topics you inactivate.
- You can only apply version control for blended courses.
- You can only add 1 standard icon per topic.
- You can't purge learning content from your tenants.
Tenant Setup
Use the
Edit Tenant Setup - HCM
task to configure tenant-wide options for:
- Course and lesson rating.
- Learning paths.
- Language preferences for learning recommendations.
- Packaged content. Example: SCORM digital courses.
- Enabling pricing configuration on content for specific workers.
- Segmented security.
- Declarations of interest in a course or lesson.
- Virtual classroom integration.
You can use the
Edit Tenant Setup - System
task to configure tenant-wide options for:
- Acceptable media use policy text.
- Comments on courses or lessons.
- Default video playback quality.
- Download and upload of content to Drive.
- Video captioning.
You can use the
Edit Tenant Setup - Notifications
task to configure tenant-wide notifications for:
- Campaigns.
- Changes to Drive. Examples: Adding or removing content and changing access.
- Expirations.
- Reminders.
- Surveys.
Security
You can use:
- Workday-delivered security groups to provide users access only to specific learning content.
- A user-based security group to provide learning administrators with access to all learning content.
- A segment-based security group to provide access to learning content for different types of workers.
To view the different security domains for Learning, access the
Domain Security Policies for Functional Area
report and select a Learning functional area.
Functional Area | Considerations |
|---|---|
Learning Core | Security domains in this functional area enable users to configure and use core learning features. They can view the contents of your learning catalog and create or edit:
|
Backpack Hub Service | Security domains in this functional area enable users to configure and use basic media content features in Learning, including:
|
System | Security domains in this functional area enable users to configure and use Workday features with learning, such as:
|
Worker Profile and Skills | Users with access to the Set Up: Skills and Experience domain can access details such as:
|
Business Processes
Business Process | Description |
|---|---|
Cancel Course Offering
| Create condition rules and custom notifications. |
Enroll in Content
| You can create condition rules and custom notifications using report fields for learning content on the Learning Enrollment Event business object. Example: Learners can drop on-demand courses without manager approval, but not if they're required learning (either campaigned or manager-enrolled courses). |
Waitlist in Course
| If a course is full, the Waitlist in Course initiating action enables learners to join a waitlist until a seat is available. When a course begins, Workday automatically drops learners from the waitlist. |
Manage Course
Manage Lesson Manage Program | You can add approval steps when workers:
|
Manage Course Offering
| You can configure the business process security policy to enable learning administrators or instructors to move instructor-led classroom training online in course offerings. |
Mass Enroll
| You can configure this business process to enable managers to enroll their teams in a course. Users with access to the Find Workers to Enroll report can enroll specific workers. |
Manage External Learning Assessor
| You can use this business process to create new external learning assessors from existing external learning user accounts. |
Manage Internal Learning Assessor
| You can use this business process to create new internal learning assessors from an existing worker or contingent worker. |
Reporting
To view the available reports for Workday Learning, access the
Workday Standard Reports
report.
Report or Dashboard | Description |
|---|---|
Courses and Lessons Created (Last 12 Months)
| Use this report to monitor the rate at which users create learning content. Example: Use this information to plan for which department requires more courses. |
Learning Admin
| Use this dashboard to provide an administrative view of learning content with access to:
|
Learning by Length of Service
| Use this report to analyze learning engagement across the organization by worker length of service. Example: Identify whether there are sections of the worker population who aren't engaging with learning. |
Learning Content by Rating
| Use this report to identify:
|
Learner Engagement
| Use this report to evaluate learner engagement in terms of enrollments and completions, so you can examine why some learners engage more than others.
The report only displays data for the last complete month. |
Learning Trainer
| Use this dashboard to enable trainers to:
|
My Express Interest on Courses
| Use this report to identify expressions of interest. Example: Use this information to build a learning campaign when workers in your team express interest in the same courses. |
My Library
| Use this dashboard to enable learners to create, access, and manage their learning paths. |
My Team's Learning
| Use this report to display a summary of learning progress for all direct reports and pre-hires, including:
|
Integrations
Workday provides multiple web services and integrations for common learning inputs and configurations. Consider these fundamental web services and integrations when configuring Workday Learning.
Workday also supports integrations with third-party media content providers, including:
Web Service | Consideration |
|---|---|
Manage External Learning Instructors
Manage Internal Learning Instructors | Use these web services to create internal instructors from workers inside your tenant or external instructors. |
Manage Course Offering Manage Learning Course Manage Learning Program Manage Lesson | Use these web services to convert learning content, or how you offer available courses to potential learners.
Use the Legacy check box on the Manage Learning Course web service to enable a course to display as a legacy course on reports and identify when it uploads as a legacy course. This check box is noneffective dated. If you uncheck it in the future, all versions of the course will be unchecked. |
Manage External Learning Assessor Manage Internal Learning Assessor | Use these web services to create or update external or internal learning assessors. |
Put Learning Imported Content
Put Learning Imported Record | Use these web services to bulk load existing content or enrollments into Workday. |
Put Learning Topic
| Use to create learning topics. |
Put Media Settings
| Use to update the Restrict Access check box setting for a specific media item. |
- Coursera
- Go1
- Harvard ManageMentor®
- LinkedIn Learning™
- OpenSesame
- Pluralsight
- Skillsoft Percipio
- Udemy Business
- YouTube
Connections and Touchpoints
Touchpoint | Consideration |
|---|---|
Absence | When an employee attempts to enroll in a scheduled course, Workday checks their approved absences. When there’s a conflict, Workday displays a warning message so the worker can adjust their absence or enrollment. |
Opportunity Graph | Workday Learning helps learners identify courses ranked most highly by those workers in positions on their Opportunity Graph. |
Talent | You can:
|