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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Education

Steps: Set Up Education

Configure the
Manage Education
 business process and security policy in the Worker Profile and Skills functional area.
You can create schools, degrees, and fields of study that workers or academic affiliates can use to complete or modify the education records on their profiles.
  1. Access the
    Maintain School Types
     task.
    Define the types of educational institutions to group schools.
    Security:
    Set Up: Skills and Experience
     domain in the Worker Profile and Skills functional area.
  2. Access the
    Create School
     task.
    Create recognized schools to add on the
    Maintain Schools
     table.
    Security:
    Set Up: Skills and Experience
     domain in the Worker Profile and Skills functional area.
  3. Access the
    Maintain Degrees
     task.
    Define the degrees students can earn from educational institutions.
    Security:
    Set Up: Skills and Experience
     domain in the Worker Profile and Skills functional area.
  4. Access the
    Maintain Fields of Study
     task.
    You can define the:
    • Classification of Instructional Programs (CIP) code.
    • Terminal degree by country.
    Security:
    Set Up: Skills and Experience
     domain in the Worker Profile and Skills functional area.
  5. Set up security segments for the
    Education
     document category and assign segment-based security groups to these domains:
    • Worker Data: Add Worker Documents
    • Worker Data: Edit and Delete Worker Documents
    See Steps: Maintain Access to Documents.
  6. Configure the
    Education
     report on any of these profile groups:
    • Academic for Academic Affiliate Profile
    • Career for Worker Profile
    • Overview for Worker Profile
    • Overview for Academic Affiliate Profile
    • Performance for Worker Profile
  7. (Optional) Access the
    Edit Tenant Setup - Global
     task.
    In the
    Use Date with Day Precision for Education
     section, select the countries that track academic attendance by calendar date rather than by year. Workday doesn't convert yearly values to date values. When you select a country with existing worker and academic affiliate records, Workday leaves the date of attendance fields blank.
    Security:
    Set Up: Tenant Setup - Global
     domain in the System functional area.
A worker or academic affiliate can use the
Add Education
 task to add the schools, degrees, and fields of study you created to their academic record.
Users with security permission on the
Manage Education
 business process can view education attachments.
  • Access the
    Find Schools
     report to merge unrecognized schools with recognized schools.
  • Access the
    Maintain Schools
     report to:
    • Delete unused schools.
    • View recognized schools.