Workday ERP Training

Workday is a cloud-based enterprise platform that brings together Human Capital Management (HCM), Financial Management, payroll, planning, and analytics in a single system. Unlike traditional ERP platforms, Workday is built on a unified data model, meaning HR and finance data sit in the same environment—enabling real-time reporting, workforce planning, and decision-making.

In the US, Workday is widely used by mid-sized and large enterprises across sectors such as technology, healthcare, financial services, education, retail, and the public sector. It is often chosen by organizations looking to modernize legacy systems and move to a fully cloud-based operating model.

Typical users of Workday include HR teams managing employee lifecycle processes such as hiring, onboarding, performance, and compensation, finance teams handling general ledger, procurement, expenses, and financial reporting, managers and employees using self-service tools for approvals, time tracking, and personal data updates and executives and analysts leveraging dashboards and real-time analytics for planning and forecasting.

Workday is particularly valued for its ability to support complex organizational structures, regulatory requirements, and multi-entity operations, while providing a consistent user experience across functions.

Because each Workday environment is highly configurable, organizations rely on tailored training to ensure users understand how the system supports their specific roles, workflows, and business processes.

Our Workday ERP training is designed for organizations implementing or upgrading Workday. We typically support HR, payroll, finance, planning, IT, project teams, super users, managers, and end users who rely on Workday for their day-to-day work.

No. We don’t run public Workday classes for individuals. Onboard ERP designs and delivers custom Workday ERP training programs for organizations, usually as part of a wider deployment or major upgrade.

We don’t use a fixed course catalog. All workshops and training materials are built around your Workday configuration, business processes, and branding, so content reflects what users actually see in your environment.

Workday is trusted by top organizations worldwide across industries like tech, finance, retail, manufacturing, and services. Notable Workday users include the following organizations and many more: Amazon, Nissan, TripAdvisor, Bank of America, Target and Rolls Royce.

Workday’s Business Process Framework (BPF) is central to how tasks are executed, approved, and audited across the platform. Unlike traditional ERP systems with hardcoded workflows, Workday allows organizations to configure business processes—such as hiring, procurement approvals, or financial close—using a flexible, rules-driven framework.

This means training must reflect your actual configured workflows, including approval chains, condition rules, notifications, and escalation paths.

For example, a manager approving a requisition may see a completely different process flow depending on cost center, region, or role. Effective Workday training ensures users understand not just what to click, but how decisions move through your configured process—and what happens downstream.

Workday uses a highly granular, role-based security model built around security domains, roles, and business process permissions. What a user can see and do in Workday is entirely governed by these configurations.

For example, two users with similar job titles may experience entirely different interfaces depending on their assigned security roles, domain access (such as HR data vs financial data), and business process permissions.

Training must therefore be aligned to your configured security model, ensuring each user group is trained on the exact tasks, reports, and data they are authorized to access.

Without this alignment, generic training often leads to confusion, access issues, and increased support tickets post go-live.

Workday environments are structured across multiple tenants—typically Production, Sandbox, and Preview—each serving a different purpose during implementation and ongoing operations.

Production: Your live system
Sandbox: Used for testing configurations and training scenarios
Preview: Early access environment for upcoming Workday releases

Effective Workday training programs are usually delivered in a dedicated training or sandbox tenant, allowing users to practice real scenarios safely without impacting live data.

In addition, training teams must account for Workday’s biannual updates, which are first introduced in the Preview tenant. This enables organizations to assess the impact on existing processes, update training materials in advance, and run refresher sessions before release.

Most programs combine several elements, such as an ERP training plan, role mapping, custom ERP training materials (guides, quick cards, eLearning), instructor-led sessions, trainer enablement for internal staff, and optional post go-live training support.

Yes. We create client-branded, role-based training materials using your Workday build. That typically includes reference guides, quick-reference cards, slide decks, exercises, eLearning, and other digital assets.

Read about our ERP training materials.

We can do either or both. Onboard ERP delivers instructor-led Workday ERP training onsite or virtually using your custom materials. We can also run Trainer Readiness sessions to upskill your internal trainers if you prefer to deliver courses in-house.

We offer live virtual training, onsite classroom sessions, and blended programs that combine instructor-led training with self-paced digital content. The mix is designed around your user groups, locations, and project timelines.

Yes. Training is developed and delivered using your Workday tenant (typically a test or training environment), incorporating your configuration, security roles, and day-to-day business processes.

Yes. We’ve delivered Workday ERP training programs across North America and globally, adapting schedules, formats, and materials for multiple regions and time zones. Where required, materials can be localized or translated.

Yes. In addition to implementation training, we can support refresher courses, onboarding for new hires, and updates to training content when Workday configurations or processes change.

Please contact us to discuss your specific BAU requirements.

Training planning usually begins once core processes and configuration are largely defined. Materials are typically developed a few months before go-live, with end-user training delivered in the weeks leading up to launch.

Workday introduces new features and changes on a regular schedule. We can help you review release notes, assess training impact, update materials, or run focused refresher sessions so users stay confident as the system evolves.