Workshops and Learning Events
Strengthening higher ed teams and talent in ERP/SIS cloud systems
Our roots are in higher education and it shows.
We aim to empower higher ed professionals to master their institution's technology and systems with confidence.
Whether you're leading a team or building your own capabilities, these sessions offer practical tools, strategic considerations, insider insights, and a learning experience grounded in real-world higher ed needs.
Explore the calendar below to find the right workshops for your goals.
What people say
Please go! You'll learn something that will help make your job so much easier.
These workshops may be only a half-hour, but you'll learn so much!
Quick, informative, visual, and spelled out in easy-to-understand language.
Introducing
Learn One New Thing
FREE, bite-sized, practical sessions designed specifically for higher ed professionals using Workday Student
Each virtual workshop is just 30 minutes and focuses on a single, high-impact topic. We’ll share tips, examples, and time-saving insights you can apply right away. Stick around after each session for Q&A with our coaching team.
This series is available only to:
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Higher education professionals associated with Workday Student client institutions or
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Legato Strategic newsletter subscribers
Fall 2025 Events
Who Set the Rules? Discovering the Policies Running Your System
September 23, 2025 9:00AM PST / 12:00PM EST
One tool, all policies. Learn how the Academic Policy Viewer makes it easy to map systemwide connections, understand academic rules in context, and support compliance and decision-making across departments and programs.
The Power of ‘Is Primary’: What That Checkbox Really Means
September 30, 2025 9:00AM PST / 12:00PM EST
"Is Primary." Two words. Big impact. In just 15 minutes, learn how this tiny checkbox in Workday Student drives major downstream and upstream effects—from reporting to degree progress. We’ll unpack the implications so you can stay in control and avoid unexpected headaches.
Stop Wasting Time: Why Workday Delivered Reports Don't Work for Your Institution
October 7, 2025 9:00AM PST / 12:00PM EST
Workday delivered reports are helpful, but often “good enough” isn’t good enough. In this free Learn One New Thing session, discover how to tailor delivered reports so they actually answer your institution’s questions. Just 30 minutes. Q&A will follow.
Project Management in the Gray: Turning Ambiguity into Action
October 21, 2025 9:00AM PST / 12:00PM EST
Ambiguity is inevitable in complex projects. This micro-workshop shows you how to document decisions (even when they’re not final) use draft-state as a tool for buy-in, and build trust through transparency.
Power Tools: Tailored Dashboards for Administrators
October 28, 2025 9:00AM PST / 12:00PM EST
Discover how to create colorful, intuitive, and easy-to-maintain dashboards in Workday Student. See what’s possible and learn the first steps to designing admin views that truly shine.
AI-Powered Job Aids
October 28, 2025 9:00AM PST / 12:00PM EST
Learn how to turn complex higher ed processes into clear, usable job aids with the help of AI. In just 20 minutes, we’ll show you a step-by-step workflow, share real examples, and give you practical tips you can use right away.
👉 Perfect for supervisors, trainers, and anyone supporting techno-functional staff.
Past Events
Missed a workshop?
Soon, you can watch recordings of past workshops or schedule a live, virtual workshop just for your team or workstream. Subscribe to be notified when this service becomes available!
Academic Standing Policy
Many academic standing policies aren’t set up correctly and can be more efficient. Learn what fields you need configured and why.
Enhancing the Workday Student User Experience
Custom dashboards can transform Workday into a system that doesn't need training guides. See how to set this up — no extra Workday product purchases required.
Intro to Workday Student Data Sources for Reporting
Learn which data sources work best for your next report, including one that unlocks powerful future-dated reporting.
Managing Multiple Academic Records
Multiple academic records are managed by duplicate management and the append policy. Learn how these two pieces of functionality interact — and how to get them set up right.
Workday Community Coaching Clinic
Ever had trouble finding something in Community? We’ll show you how to track down exactly what you need.
Using Visualizations to Problem-Solve and Brainstorm
Tangled in complexity? Discover how key visual tools can help you make sense of complex systems, identify root problems, and brainstorm your way to better solutions.
Taking Smart Screenshots
Improve your Workday/ERP/SIS documentation with smart, time-saving screenshot techniques for better training, troubleshooting and communication. While this presentation focuses on Workday, tips apply to all solutions.
Academic Units & Levels: Backbone or Binder?:
How Academic Units and Levels Interact Across Workday Student
Academic Units and Academic Levels are foundational elements in Workday Student—but their role isn’t always straightforward. In this session, we’ll break down how these two structures work individually and together to influence system functionality.
How to Move Your Campus to a Cloud ERP/SIS
Think about the last time you moved homes. Moving to a cloud ERP/SIS is a similar process, just amplified.
Many institutions are surprised by the volume of work that falls outside the scope of their implementation partners—and lands squarely on their internal teams. In this extended session, we’ll show how institutions can take control of their transition to:
1. Save time and money
2. Prevent staff burnout and turnover
3. Accelerate student success outcomes and ROI
Hear about upcoming events
Subscribe to our mailing list to be invited to our upcoming learning events and workshops. You'll also receive ERP/SIS insights, practical tips and more each week in your inbox.
Next Steps
Have questions? Or not sure if quality assurance support is right for you? No problem.
Reach out to us directly by completing the form below. Together, we can brainstorm the best solution for your situation, whether or not that involves us. After all, it's not about us. It's about you.
Take the first step and reach out
Let's Talk!
Every institution is unique. And every Workday Student journey is unique. So, there is no one-size-fits-all solution.
Discovery calls are so valuable because it gives us a picture of your unique situation and gives you a picture of the work we do. Most importantly, it's a chance for us to brainstorm your next moves. Complete the form below and let's chat.
