Resources for Advising

LSUE staff will use Workday when completing tasks related to student advising and registration, course management and student finance and aid. Utilization of Workday for HCM and Financial tasks remains unchanged. 

Step-by-step guides and videos will be produced to assist staff in learning how to use Workday for student-related functions. Content is created in conjunction with LSU A&M so you may see references to LSU A&M for images, text, etc.  Any items such as this work in the same manner for LSUE.

The collection of resources is currently being built. Staff can expect a full library of help resources to be located on this site by early 2025.

An active LSUE account will be required to access all resources.  Video links will route to a Panopto sign in. Please select the "LSUE Moodle" sign in option and use your normal LSUE credentials to complete sign in.  

Panopto Login

 

Getting Started

The Basics

The Basics

  • Navigating the Workday Home Page   Video  
  • Apps and Shortcuts   Video  
  • Notifications and My Tasks    Video  
  • Workday Icons   Guide  
  • Customizing Workday   Guide  
Workday Beyond the Basics

Beyond the Basics

  • Shortcuts and Prompts   Video
  • Utilizing Favorites   Video
  • Exploring the Search Bar   Video
  • Workday Security & Roles   Video

 

Workday Student

Understanding Student Academic Tab

Advisors can navigate to a student’s profile and access the student’s Academic Tab in Workday Student.

Table of Contents:

- Navigating to a Student Profile
- Understanding Student Academic Tab

Understanding the Student Profile

This reference guide for the basics of navigating a student’s Workday profile as an advisor. The student’s profile includes the following sections as applicable: Summary, Personal, Contact, Academics, Student Financials, Athletics, International, Military Details, History and Action Items and Holds. The tabs surfaced for each advisor are based on security role access.

Action Items and Holds

Advisors can view student action items and apply, view, and remove student holds in Workday via the student profile and by using reports.

Program of Study

Advisors can view, add, change, and remove programs of study on behalf of students in Workday.

Student Documents

Advisors and staff can view, upload, and edit student documents in Workday.

Understanding Student Notes

Advisors can access and view student notes within a student’s profile in Workday.

Viewing Student Academic Progress

Advisors can view a student’s current academic progress through two methods: accessing the student’s profiles and using a report.

Table of Contents:

- Viewing Student Academic Progress via Student Profile (Advisors)
- Viewing Student Academic Progress via Report (Advisors)

View Student Cohort Membership and History

Advisors can view a student's current and complete cohort membership history through two methods: accessing the student's actions in their student profile or using a report.

 

For a view of guides available for students, please review the Student Resources here.

Workday HCM, Finance, & Payroll Training & Guides

The training material below is hosted by LSU A&M for all campuses and is organized by role and functional area. Use the categories below to navigate to the appropriate material.