Often, organizations tackle training in isolation, leaving the “change management” team to handle all training documentation. However, I believe that your functional users are the best resources for creating content for Workday® training guides.
Given Workday’s configurable nature—especially its user interface—your functional users have valuable insights into the tasks and their specific configurations. They are ideal content creators for training and related documentation. I recommend assembling a team and following these steps:
How to Create Workday® Training Documents
1) Build an Intuitive User Experience
Avoid having users navigate tasks by searching, unless they are power users. Searching is too advanced to start out learning Workday® and requires users to memorize tasks. I recommend building custom dashboards.
2) Involve Functional Users
Have your functional users create much of the content for your guides. They should proxy as someone in your target audience for the job aid and create a recording (securely especially if you’re using data of an actual user). During the recording, they should walk through the entire task and potential questions users might have.
3) Documentation Creation
Share the recording with someone on the training team who excels at creating documentation. This person can compile cohesive guides filled with screenshots, either using the video for visuals or by simulating the task with another user in the tenant.
4) Review Process
The documentation creator should send the guide back to the functional user for final approval.
Trying to find one person to do all of this is difficult. There are people good at both (including several of us on the Legato team), but it’s not that common. Also, I like to really prioritize the time of the functional user who definitely has a lot more testing they need to do and not the time to do job aid design.
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Training and User Interface design is a passion of our team at Legato Strategic. To learn how we can help empower your team, schedule a free discovery call with me to brainstorm solutions for your institution.
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