Policy Number: WD-108
Effective Date: 11/01/2025
Last Reviewed: 04/01/2026
Workday Security roles govern what information individuals can access and actions they can complete in the Workday system. Staff and faculty may need to facilitate sessions while delegating administrative tasks to team members. Though this facilitator will not be marking attendance or scheduling their own offerings, they need the Instructor role to be listed for visibility to learners and to receive Outlook calendar invites.
There is no way to list someone as a Facilitator without giving some limited security access as an Instructor. The Instructor role requires 90 minutes of training, so, in lieu of this training, please read and abide by the following policy:
As a Facilitator I will:
- Not forward calendar invites: instead, I will direct learners to enroll in Workday or ask my team to enroll them.
- Delegate all Workday Learning tasks to my team, including enrollment management.
- Allow my team to handle all settings changes and adjustments.
- Collaborate with my team for any changes rather than reach out to the Workday Learning team.
We must follow these shared policies to function effectively. For full Instructor access, you can receive training at any time. For questions, contact the Workday Learning Team at solutioncenter@upenn.edu.