Workday Learning Manager Essentials

Workday creates learning assignment records for learners based on various assignment mechanisms, both required and non-required:

• Campaign
• Learning Mass Enroll
• Manager Enroll
• Retraining

Required assignments typically come with deadlines and tracking to ensure completion. Examples include mandatory compliance courses, role-specific training, or required certifications.

A learner may have multiple learning assignment records but each learning assignment record will have one of these statuses:

• Open
• Completed
• Automatically Waived
• Manually Waived

Workday creates learning enrollment records for learners based on various enrollment mechanisms:

• Learning Mass Enroll
• Manager Enroll
• Learner Self-Enroll

A learner may have multiple learning enrollment records but each learning enrollment record will have one of these statuses:

• Not Started
• In Progress
• Completed

If the learner was assigned or enrolled in the learning content as required, the learner will see the learning content listed on their 'Required for You' slider.

If the learner was not assigned or enrolled in the learning content as required or self-enrolled in the learning content, the learner will see the learning content listed on their 'Continue Learning' slider.

The actions needed to remove the assignment or enrollment may vary depending on how the assignment or enrollment was created in Workday Learning and will require contacting the course owner to resolve.

Managers can assign and enroll their direct reports in a course or program. To assign and enroll your direct reports in a course or program, choose one of the following two options:

Step	Action	Image
1.	Type "Manager Enroll" (link to Workday) in the Search field and select the task.
2.	Type the name of the course/program in the 'Content' prompt.
3.	If the course is a blended course (classroom/webinar), select the checkbox in the applicable course offering row.
4.	Select whether the course/program is required or not required. If you select "Yes", you will be provided the option to select a Due Date by either selecting a date or defining a duration in the 'Due Date Type' prompt.
5.	Select the checkbox in the worker's row or select the checkbox in the column header to select all workers. It is important to review the Warning/Error column for important notes regarding the worker (i.e. The Learner is not eligible for enrollment in this content (which means the learner is already enrolled in the course or program.); The Learner has previously completed this content.).
6.	Click 'Submit' to complete the task.

Managers receive access to run the "Managers - My Team's Learning" report in Workday to view their direct reports learning records in Workday Learning. To view your direct reports learning records, follow the steps below. For basics on how to find, run, and navigate Workday reports, visit our Workday Reporting page.

Step	Action	Image
1.	Type "Managers - My Team's Learning" (link to Workday) into the Search field in Workday. A button to the report can also be found in the "My Team" application on your homepage.
2.	Type/Select the applicable prompts: Worker: Name of the direct report in Workday. Enrolled Content: Name of the course in Workday. Completion Status: Not Started, In Progress, Completed (Note: A direct report can have multiple enrollments in a course with different completion statuses.).
3.	If you consistently run the reports with the same filters, save the filter settings by typing a report title in the Filter Name and click "Save." Each time you need to run the report, click the down arrow next to Saved Filters and select the filter name. The prompts will automatically populate.
4.	Click "OK" to run the report.
5.	Use the column headers to filter/drill down or export the report to Excel for further manipulation.

Managers receive access to run the "Official Learning Transcript Report" for their direct reports in Workday. An official learning transcript is not editable and includes the UVA logo, as well as items required by regulatory agencies who grant renewal of licensure and/or certifications. To view your direct reports official learning transcript, follow the steps below. For basics on how to find, run, and navigate Workday reports, visit our Workday Reporting page.

Managers receive access to view enrollments for their direct reports. To view your direct report's enrollments, including courses completed, not started, and in-progress, follow the steps below:

Managers receive access to run the "Learning Enrollment and Completion Report ALL" report for their direct reports, as well as their Subordinate Organization's direct reports in Workday. To view your direct reports and Subordinate Organization's direct reports learning records, follow the steps below:

Managers can run the 'My Team's Learning Assignments' report in Workday to view learning assignments for their current and former direct reports. This report includes open, automatically waived, manually waived, and completed assignments. Follow the steps below to access the report:

If you need to view more than just your direct reports learning records, please complete the Learning Design & Technology Request Form to request the Learning Reports Administrator security role.

Workers can add any external training (such as conferences or courses) outside of Workday Learning to the Training tab of their Career Profile.

Managers can view their team member's certifications and expiration dates on the worker's profile under their Career > Certifications tab.

Campaigns and course reminders can created to CC the worker's manager(s) on due or overdue notifications. This helps encourage the worker to complete the assignment on time.

If you can't enroll a direct report because they are listed as Ineligible, they likely already have an open enrollment for the course. To check, go to their Worker Profile, open the Career tab, and click Learning to view their Not Started and In Progress tables.