In partnership with Customer Sharing Movement

Expert Workday Mentoring for the Admins Who Run It

You’ve been through the training. You’ve earned the certification. But your Workday configuration still isn’t doing what you need it to and a course won’t fix that. Live, expert-led Workday Mentoring will.

Workday Live Mentoring & Education Workshop

Format Live-Instructor-led sessions
Tailored to Your actual Workday tenant
Delivered by 15+ year practitioners
Partnership with Customer Sharing Movement (CSM)

Sound familiar?

Training tells you how Workday works. Mentoring fixes how yours works.

Most Workday teams invest in training yet still get stuck when it comes to their own configuration. Courses cover the product. They don’t cover your business rules.

Calculated fields that won't behave

Theory doesn't match your tenant.

Reports returning wrong data

Business Objects trip up every admin.

Automations that break

More overhead than benefit.

Tickets piling up, team confidence low

Your admins know Workday. They just need applied, expert guidance.

Dependency on expensive consultants

Every question becomes a billable hour

“Workday training walks you through clean, simple scenarios. But real life isn’t simple—you’re left creating the steps on your own. We have been working with Teamup9 for years, and loved hearing about their new mentoring program. It arrived just in time to us to prepare for Workday DevCon.

 Over the past several weeks, the Teamup9 mentoring filled that gap for us and guided our team from classroom training to building real complex Orchestrations and Extend apps on our own.”

Eudora C.
Dir HRIS & Operations at Yuhaaviatam of San Manuel Nation


The difference that matters

What Is Workday Mentoring?

Workday Mentoring is a category of its own and not a course, not a consulting engagement. It’s live, expert-led guidance applied to your real Workday configuration by practitioners who’ve solved your exact problems before.

Traditional Training

Workday Training & Certification

Curriculum-based courses covering Workday product features. Valuable for foundational knowledge. Delivered at scale to thousands of students. Not tailored to your configuration.

Advisory

Workday Consulting

Project-based engagements where consultants do the work for you. Effective for large implementations. Creates dependency. Expensive when used for day-to-day admin questions.

What we offer

Workday Mentoring

Live, expert-guided sessions focused on your Workday environment. You work through real challenges with a practitioner mentor. You leave capable, not dependent. Your team builds lasting competence.

Workday Mentoring

The Flagship Program

Workday Live Mentoring for Reporting

Developed in partnership with the Customer Sharing Movement (CSM), this immersive workshop brings expert Workday mentors directly into your environment. Sessions are live, interactive, and built around the challenges your team is actually facing and not a pre-set slide deck.

Workday Reporting Calculated Fields Business Objects Data Sources Admin Enablement Live Q&A

What the workshop covers:

1
Workday Calculated Fields: Text, Date, Number & Boolean
Master the functions your reporting depends on, applied to your real data.
2
Business Objects: 1:1 vs. 1:M Relationships
Understand how data connects in Workday and the insight that unlocks accurate reporting.
3
Report Troubleshooting & Data Accuracy
Live diagnosis of why your reports aren't returning what you expect and how to fix it.

Automate with confidence — not workarounds

Our mentors help your team move from basic configurations to production-ready automations, in your actual environment.

Onboarding & offboarding automation End-to-end flows spanning Workday and connected systems.
Approval workflow orchestration Multi-step conditionals with escalation logic and human tasks.
Cross-system integrations Connecting Workday events to third-party platforms.
Debugging failing orchestrations Live diagnosis of broken processes and retry logic.

Pricing available on request.

The Next Level Program

Workday Live Mentoring for Orchestrate

Orchestrate is one of the most powerful tools in Workday  and one of the most underused. This workshop closes the gap between knowing it exists and building production-grade automations

Process Designer Triggers & Conditions Business Processes Human Tasks Error Handling Live Q&A

What the workshop covers:

1
Orchestrate Fundamentals & Process Designer
Process types, activity blocks and the mental model for complex flows.
2
Triggers, Conditions & Branching Logic
Event-driven processes that respond correctly to real data changes.
3
Human Tasks, Approvals & Notifications
Approval flows with escalation, task assignment, and deadline logic.
4
External Connections & Error Handling
Integrate with outside platforms. Retry logic, error routing, monitoring.
5
Live Debugging on Your Active Processes
Bring your broken orchestrations and we diagnose and fix them together

Why Teamup9

The Mentors Behind the Method

Teamup9 has spent years building authority in Workday production support and admin enablement. The Workday Live Mentoring Workshop brings that same practitioner expertise to your team in a format designed to build lasting capability

Built on Real Production Experience

Our mentors aren’t trainers who learned Workday in a classroom. They’ve managed live tenants, resolved production incidents, and navigated the full complexity of enterprise Workday deployments for over 15 years.

CSM Partnership and Sharing Philosophy

In partnership with the Customer Sharing Movement, we bring a collaborative, practitioner-first mentoring approach. The CSM philosophy of sharing real experience, not just theory is at the heart of every workshop.

The Workday Admin Edge Community

As publishers of the Workday Admin Edge newsletter, Teamup9 is embedded in the Workday admin community. Our mentors know the questions admins are actually asking and how to answer them for your specific environment.

We Teach Self-Sufficiency, Not Dependency

Our goal is to make you need us less over time, not more. Every mentoring session is designed to transfer knowledge to your team, so they leave equipped to handle tomorrow’s Workday challenges on their own.

Is this for you?

Who Benefits from Workday Mentoring?

Workday Admins

You’re certified and capable, but you’re still hitting walls in your own configuration. You need a senior practitioner in your corner and not just another course.

IT Leaders

Your team is capable but dependent on expensive outside consultants for routine questions. You want to build internal competence that reduces that dependency fast.

Functional Teams

A focused workshop brings the whole team to the same level by providing fundamentals and practical experiences. Your team will provide clearer requirements.

Getting started is simple

How Workday Mentoring Works

1

Discovery Call

We learn about your team, your Workday configuration, and the specific challenges you’re trying to solve. No generic intake forms.

2

Needs Assessment

Your facilitator reviews your open items and tailors the workshop agenda to the areas where your team will get the most value.

3

Live Workshop

Intensive, interactive sessions in your actual Workday environment. Real problems. Real solutions. Expert guidance throughout.

4

Follow-Up & Q&A

Post-workshop access to your mentor for follow-up questions as your team applies what they’ve learned back on the job.

Common Questions

Frequently Asked Questions

How is Workday mentoring different from Workday training?

Training delivers curriculum. It covers the standard Workday product. Mentoring delivers expertise applied to your configuration. Our sessions focus on your real tenant, your specific reports, your open issues. You leave having solved actual problems, not just having learned about a feature in the abstract.

Is this the same as the Workday HCM mentoring feature?

No. Workday HCM includes a built-in employee mentoring tool for connecting staff with internal mentors. That’s an HR feature for Workday end-users. Our Workday mentoring service is for Workday administrators and teams; the people who configure and maintain the system. Completely different audience and purpose.

What Workday topics does the workshop cover?

There are currently two workshops.
One is anchored on Workday reporting and calculated fields. This includes calculated field functions (text, date, number, boolean), Business Objects and data relationships, data source selection, and report troubleshooting. 
The other one is built around Workday Orchestrate. This includes process designer, external connections, using triggers, conditions and branching logic, and live flow building.

These are the areas where admins most commonly get stuck. We also address configuration-specific challenges related to these topics your team brings to the session.

How many people can attend the workshop?

The workshop is designed for small groups of 4–16 to ensure every participant gets meaningful time with the mentor. For larger teams, we can discuss a modular or multi-cohort format.

Is the workshop delivered remotely or on-site?

Both options are available. Most workshops are delivered remotely via Zoom, which works well for the live, screen-share-heavy format. On-site delivery can be arranged for teams that prefer an in-person setting.

Do we need a Workday production environment for the sessions?

You need to be a Workday customer, but you do not have to be live yet. Some teams like to go through the workshop before they are in production; other see value after having been working with the real system for a while.
The entire value of mentoring over training is that it happens in your real environment. You work through your real reports, your real calculated fields, your real data. That’s what makes the learning stick.

Who are the facilitators?

All sessions are facilitated by senior Workday practitioners through Teamup9’s partnership with the Customer Sharing Movement (CSM). Our lead facilitators bring 15+ years of hands-on Workday experience each and are recognized voices in the Workday admin community.

Ready to Stop Being Stuck in Workday?

Book a no-obligation discovery call with the Teamup9 team. We’ll learn about your configuration, your challenges, and whether our Workday mentoring workshop is the right fit for your team.

No sales pressure. No commitment required. Just a conversation about your Workday challenges.