Student Modernization Project

Workday Training and Guide Center

Welcome to the Workday Training and Guide Center, your one-stop shop for Workday how-tos and reference materials across Emerson. Find step-by-step articles for staff and faculty, training resources, and administrator documentation organized by area below.

How to access Workday: Visit workday.emerson.edu and log in with your Emerson account. If you don't know your Emerson account, visit myaccount.emerson.edu or email the IT Help Desk at helpdesk@emerson.edu.

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General

General Workday guides and reference materials that apply across the platform.

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Workday Student

Resources for Workday Student, Emerson's new student information system replacing Banner. Go-live is September 2027.

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Workday Student is in active configuration, and guides are added here as the project advances. Open the group that matches your role for step-by-step guides. Project information, common questions, and the Banner-to-Workday crosswalk are under Project Information.

Students: Records and Planning

Guides for students managing their own record, contacts, academic plan, and program of study.

Add and Manage Third Party PermissionsGive a contact access to selected financial and class information.Add Friends and FamilyAdd emergency and other important contacts to your profile.Add, Change, and Remove Your Program of StudyAdd a second major or a minor, change a program, or remove one.Complete Onboarding TasksFind and complete the onboarding tasks in My Tasks that keep your record current and clear onboarding holds.Edit FERPA Release InformationChoose who can access parts of your student record.Evaluate Your Academic Requirements (What-If)See how a new major, second major, or minor would affect your degree progress.Navigate Your Student ProfileOpen your student profile, find what each tab contains, and check and resolve holds.Request a Leave of Absence or Return from LeaveSubmit a leave of absence request or a request to return from leave.Update Your Academic PlanMap your remaining degree requirements across future semesters.Update Your Contact InformationUpdate your addresses, phone numbers, and email addresses.Update Your Personal InformationUpdate personal details such as date of birth or pronouns.View Your AcademicsReview your program, classes, plan, history, transfer credit, and degree progress.View Your Support NetworkSee the advisors and mentors assigned to you and how to request a change.View Your Unofficial TranscriptGenerate your unofficial transcript as a PDF.
Students: Finances
Students: Registration

Guides for students finding, planning, registering for, and changing their courses.

Create a Saved Schedule from Your Academic PlanTurn the courses in your academic plan into a saved schedule.Create and View Saved SchedulesBuild a registration plan for a semester before you register.Find Course SectionsSearch the course sections offered in a semester and review section details.Join a Waitlist and Register When a Seat OpensJoin the waitlist for a full section, and register or leave it when a seat opens.Register for a CourseRegister for a single course section, and find out what to do when Workday blocks it.Register from a Saved ScheduleRegister for every course in a saved schedule at once.Request a Prerequisite OverrideAsk for permission to enroll in a course when you do not meet its prerequisites.Swap or Drop a CourseChange sections, swap to a different course, or drop a course.View Your Registration AppointmentSee when your registration window opens.Withdraw from a CourseWithdraw from a course after the reporting date and receive a W grade.
Instructors
Advisors

Guides for professional advisors, Graduate Program Directors, and faculty advisors and mentors.

Add, View, and Edit Student NotesRecord advising conversations on a student's record and review note history.Create and Update a Student's Academic PlanUpdate a student's academic plan or build an alternate plan.Evaluate Academic Requirements (What-If)Model how a change to a student's program of study affects degree progress, without altering their record.Find Student CohortsSearch for, review, and monitor student cohorts across the institution.Navigate a Student ProfileFind a student and use the profile header, Actions menu, and tabs.View Advisee List ReportAccess your assigned advisees to review records, monitor your caseload, filter and sort, and export to Excel.View Student's AcademicsReview a student's programs, classes, plan, history, transfer credit, and academic progress.View Student's Support NetworkSee the advisors, faculty, and staff assigned to support a student.
Project Information

Student Planning Demo

Teaching Dashboard Overview

What If? and Timeline

Student Information Demo

Human Resources

Guides for employees, managers, and HR staff covering time off, benefits, learning, recruiting, and day-to-day Workday tasks.

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Using Workday
Employee Actions
Manager Actions
Workday Learning
Benefits
Position Management
Recruiting Information
Onboarding

Finance and Payroll

Guides for expense reports, financial reporting, procurement, payroll, and Workday Finance navigation.

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Budget & Financial Planning
Accounts Payable and Purchasing
Payroll
Controller's Office
Training & Reference

Student Employment

Guides for hiring, managing, paying, and offboarding student workers, plus dashboards and handbooks for student supervisors.

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Admin Process Guides (APGs)

Internal process documentation for staff who administer Workday on behalf of Emerson.

Restricted access. This page requires the Workday administrator role. If you don't have it, this button opens an "Oops, you're not authorized to access this page" error instead of the guides.

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Need access? Email helpdesk@emerson.edu.

Don't see what you're looking for?

If a guide is missing or out of date, contact the department listed in the article.

Articles in this section