Workday Student Meeting pt1

Introduction

  • Welcome and Introduction

    • Ally Crest introduces herself.

    • Brief professional background: Started as a counselor in the College of Science, transitioned to College of Music and Dramatic Arts, then became Assistant Dean of College of Ag in 2020.

    • Moved to focus on change management and training for Workday implementation.

Background and Purpose

  • Workday Project Initiation

    • Contract signed with North Bay in late 2021 after over a decade of discussion.

    • Official kickoff of project phases began in early 2022.

  • Team Involvement

    • Over 50 LSU team members involved in various capacities during the project.

    • Emphasis on the labor of love and dedication from project members.

Project Overview By Clay Benton

  • Background of Clay Benton

    • University registrar since 1989 and part of various functionalities at LSU for over 20 years.

    • Functional implementation across LSU institutions through Workday.

  • Acknowledgement of Team and Support Staff

    • Introduction to team members Brian, Rachel, Kelly, and external consultants from Deloitte.

Change Management and System Implementation

  • Implementation Timeline

    • Admissions moved to Workday production in August 2023.

    • Upcoming features and functional changes include rest of students’ transactional capabilities by later this month.

    • Timeline for LSU A and LSU S members detailed, with separate functionality launches.

  • Core Principles Driving Project

    • Focus on transparency, completing minimum requirements for system functionality first.

    • Future developments to be based on adopting best practices and policies.

    • Importance of maintaining communication and understanding throughout the process.

Training and Support Network

  • Training Approach

    • Emphasis on the support network comprising departmental users and advisers who were providing feedback on system use.

    • Active engagements with the support network to ensure seamless transitions.

  • Resources Available

    • Cards distribution for easy reference to assist during training battles.

System Navigation Overview

  • Alerts vs. Errors in Workday

    • Distinction between alerts (non-blocking, yellow) and errors (blocking, red).

    • Understanding these notifications critical for navigating the system effectively.

  • Key Functionalities

    • Introduction to the search bar with predictive text capabilities for efficient access to reports.

    • The 'related actions' button functionality to enhance navigation without losing previous context.

Student Profile Navigation

  • Accessing Student Profiles

    • Search for students by typing their name directly into the system.

    • Explanation of student profile elements, including personal information, residency status, document uploads, and proxy access.

  • Highlighted Features

    • Students can add friends and family for proxy access.

    • Enhanced ability to update personal information directly through Workday.

Academic Records Management

  • Handling Transfer Credits

    • Overview of the external records and transfer credit tabs for seamless information access regarding student records.

    • Significance in expediently identifying students’ past academic performances from different institutions.

  • Real-time Updates

    • System allows immediate access to student transcript data once processed by admissions.

  • Engagement Activity

    • Participants instructed to engage with a student profile to explore transfer credits and navigate the system effectively.