View and enroll in Workiva platform training
The Learning Hub offers training and resources to learn new skills and improve your team’s work. To access the Learning Hub, select how you sign in to Workiva:
What you'll find in the Learning Hub
E-learning
Take self-paced courses, from introductory to advanced.
Webinars
Learn about new features, and how Workiva handles new requirements
Looking for your CPE Certificates?
Send an email to training@workiva.com.
-
Discover Documents Downloadable File.pdf
300 KB Download
-
Discover Presentations Downloadable File.pdf
200 KB Download
-
Discover Spreadsheets Downloadable File.pdf
200 KB Download
-
Calcuation Relationships Lab (IFRS).zip
200 KB Download
-
Calculation Relationships Lab (US GAAP).tar.gz
300 KB Download
-
CIPC Reviewing and Resolving Validation Messages.pdf
2 MB Download
-
Discovery Questions for Global Statutory Reporting.pdf
400 KB Download
-
TTT - Activity Source Documents.tar_4731b3.zip
100 KB Download
-
Home and Workspaces Slides.pdf
300 KB Download
-
Documents and Formatting Slides.pdf
1 MB Download
-
Review Tools and Wrap-Up Slides.pdf
60 KB Download
-
Part 2 Intro and Presentation Slides.pdf
2 MB Download
-
Spreadsheets Linking and Resources Slides.pdf
1 MB Download
-
Video Transcripts.zip
200 KB Download
-
Classic Content.pdf
20 KB Download
-
Administrator.pdf
400 KB Download
-
Certifications.pdf
400 KB Download
-
Editor.pdf
500 KB Download
-
Owner.pdf
400 KB Download
-
Reviewer.pdf
400 KB Download
-
Discover Spreadsheets Lab.tar.gz
80 KB Download
-
Discover Presentations Lab.tar.gz
2 MB Download
-
3 - Customer Configurable Enums.xlsx
30 KB Download
-
4 - Test Forms.xlsx
10 KB Download
-
5 - Test Phases.xlsx
10 KB Download
-
6 - Testing Steps and Attributes Template.xlsx
20 KB Download
-
6 - Testing Steps and Attributes Template w Phases.xlsx
20 KB Download
-
7 - Testers.xlsx
10 KB Download
-
8 - Test Phase Review Plans.xlsx
10 KB Download
-
Customer Testing Data Import Templates.xlsx
600 KB Download
-
Enum Type Import Template - New.xlsx
70 KB Download
-
Partner SOX Solution Implementation Guide.pdf
8 MB Download
-
SOX Shell Account.zip
90 KB Download
-
Person UserSync 2.0.xlsx
10 KB Download
-
Simple RCM.xlsx
20 KB Download
-
Partner SOX Solution Implementation Guide 2.pdf
8 MB Download
-
Process-Control Owner Roles and Permissions.pdf
200 KB Download
-
Tester Permissions Lab.pdf
200 KB Download
-
Quick Reference Guide Blank Template.tar.gz
500 KB Download
-
Workiva Fundamentals Editable Slides.tar.gz
7 MB Download
-
Workiva Fundamentals PDF Slides Part 1.pdf
2 MB Download
-
Workiva Fundamentals - Scripts.tar.gz
70 KB Download
-
Workiva Fundamentals Source Documents for Activities.tar.zip
100 KB Download
-
Jeopardy Game.tar.gz
5 MB Download
-
Workiva Fundamentals PDF Slides Part 2.pdf
4 MB Download
-
Workiva Lab Template.tar.gz
200 KB Download
-
Discover Documents Lab.tar.gz
6 MB Download
-
Global Statutory Reporting in the Workiva Platform FAQ.pdf
60 KB Download
-
Workiva Partner Workshop _ Global Stat Reporting.pdf
3 MB Download
-
Harmony Agenda.jpg
100 KB Download
-
harmony workflow.jpg
200 KB Download
-
Logging-in-from-Partner-Portal.mp4
20 MB Download
-
Logging-in-to-Learning-Hub-from-Purple-Question-Mark.mp4
10 MB Download
-
Value Management at Workiva FAQ.pdf
30 KB Download
-
Value Management at Workiva - Course Slides.pdf
2 MB Download
-
Champions Video.mp4
10 MB Download
-
Capital Markets FAQ.pdf
40 KB Download
-
Partner Workshop Capital Markets Slides.pdf
1 MB Download
-
XBRL one-pager.pdf
500 KB Download
-
FERC one-pager.pdf
500 KB Download
-
Intro to Source Systems FAQ.pdf
100 KB Download
-
Workiva Partner Workshop - Intro to Source Systems Course Slides.pdf
10 MB Download
-
QM - Learning Suggestions.pdf
1 MB Download
-
Partner Workshop _ Audit Analytics.pdf
6 MB Download
-
Partner Workshop _ Processes.pdf
5 MB Download
-
Connected Workshop FAQ.pdf
30 KB Download
-
Workiva Platform Utilities Workshop.pdf
20 MB Download
-
Reporting Pack Zip Folder.7z
100 KB Download
-
W for ESEF Getting Started.pdf
60 KB Download
-
ESG Partner Workshop.pdf
2 MB Download
-
EMEA ESG Summer Series_ FAQ.pdf
30 KB Download
-
Workiva 200_ Data Automation Demonstration - Workshop FAQ.pdf
40 KB Download
-
Workshop - Workiva 200 Data Automation Demonstration.pdf
3 MB Download
-
Partner Enablement Guide on Document Setup.pdf
800 KB Download
-
US ESG Summer Series FAQ.pdf
30 KB Download
-
ESEF iXBRL Training.pdf
2 MB Download
-
Example Document - ESEF 2020 Taxonomy.tar.gz
100 KB Download
-
ESG Template SOW.docx
30 KB Download
-
ESG Scoping Calculator Template.tar.gz
30 KB Download
-
ESG_Scoping_Questionnaire.xlsx
20 KB Download
-
Annual Reporting Demo Storyboard.pdf
700 KB Download
-
Demo Project Account Setup Instructions.pdf
200 KB Download
-
Global Statutory Reporting Storyboard.pdf
600 KB Download
-
Global Statutory Reporting Account Setup.pdf
1 MB Download
-
IR Audit Management Account Setup Instructions.pdf
600 KB Download
-
IR Audit Management Solution Storyboards.pdf
1 MB Download
-
IR Scorecard.pdf
200 KB Download
-
IR ERM Account Setup Instructions.pdf
400 KB Download
-
IR ERM Solution Storyboards.pdf
1 MB Download
-
EXP Controls Supporting Docs.zip
200 KB Download
-
FR Controls Supporting Docs.zip
500 KB Download
-
IR Internal Controls Account Setup Instructions.pdf
1000 KB Download
-
IR Internal Controls Solution Storyboards.pdf
2 MB Download
-
REV Controls Supporting Docs.zip
400 KB Download
-
IR Policy and Procedure Account Setup Instructions.pdf
300 KB Download
-
IR Policy and Procedure Storyboards.pdf
1 MB Download
-
W for ESEF Demo Storyboard.pdf
800 KB Download
-
W for ESEF vs Wdesk.pdf
200 KB Download
-
XBRL Setup Instructions.pdf
300 KB Download
-
Annual Reporting Scorecard.pdf
200 KB Download
-
Management Reporting Scorecard.pdf
200 KB Download
-
Management Reporting Account Setup Instructions.pdf
200 KB Download
-
ESG Document Request Guide.pptx
300 KB Download
-
ESG-Project_Plan_Template-Partners.xlsx
20 KB Download
-
Workiva Platform Workshop.pdf
3 MB Download
-
Wdata - Workshop FAQ.pdf
40 KB Download
-
SEC _ SEDAR Partner Workshop.pdf
4 MB Download
-
Annual & Interim Reporting Partner Workshop.pdf
7 MB Download
-
Global Stat Partner Workshop.pdf
5 MB Download
-
ESG P2 Partner Workshop.pdf
4 MB Download
-
Management Reporting Partner Workshop.pdf
9 MB Download
-
Partner Login Instructions.mp4
9 MB Download
-
ESG Data Collection Training.pptx
500 KB Download
-
ESG Framework Factbook Training.pptx
400 KB Download
-
Management Reporting Storyboards.pdf
1 MB Download
-
ESG Document Setup and Designed Reporting Talk Track.pdf
600 KB Download
-
ESG MVP - Enablement Brief.pdf
30 KB Download
-
Sample Task Email Notification.pdf
80 KB Download
-
Processes One Pager (Learning Hub).pdf
800 KB Download
-
ESG MVP - Enablement Brief (2).pdf
40 KB Download
-
ESG MVP - Enablement Brief (3).pdf
40 KB Download
-
ESG MVP - Enablement Brief (5).pdf
20 KB Download
-
ESG MVP - Enablement Brief (4).pdf
40 KB Download
-
ESG MVP - Enablement Brief (6).pdf
50 KB Download
-
Steps for Data Provider (1).pdf
40 KB Download
-
ESG Scoping.pdf
60 KB Download
-
EU Taxonomy.pdf
60 KB Download
-
2. Discovery Intro _ Preparation - Part 2 Transcript.pdf
50 KB Download
-
4. High Level Onboarding Plan Transcript.pdf
40 KB Download
-
3. ESG Project Workstream and Platform Deliverables Transcipt.pdf
50 KB Download
-
1. Discovery Intro _ Preparation - Part 1 Transcript.pdf
40 KB Download
-
5. High Level Project Planning.pdf
50 KB Download
-
6. Simple End-to-End Data Flow.pdf
50 KB Download
-
7. Key Build Activities and Responsibilities.pdf
40 KB Download
-
8. Discovery Report Outputs Preparation.pdf
50 KB Download
-
9. Discovery Report Outputs Part 2.pdf
50 KB Download
-
10. Data Collection - Discovery - Intro 1.pdf
40 KB Download
-
11. Discovery Data Collection Part 2.pdf
50 KB Download
-
12. Discovery Data Collection Part 3 - System Connectors.pdf
50 KB Download
-
13. Discovery Data Collection Part 4.pdf
50 KB Download
-
15. Discovery Frameworks Part 1.pdf
50 KB Download
-
14. Discovery External Connectors.pdf
40 KB Download
-
17. Design _ Build Style Guides _ Linking.pdf
50 KB Download
-
16. Discovery Frameworks Part 2.pdf
40 KB Download
-
18. Design _ Build Data Collection Part 1.pdf
50 KB Download
-
19. Design _ Build External Connectors.pdf
50 KB Download
-
20. Design _ Build ESG Base Template Connections.pdf
50 KB Download
-
21. Frameworks Design _ Build.pdf
50 KB Download
-
22. Enable, Go Live, Roll Forward.pdf
50 KB Download
-
ESG Implementation Quick Start Resource.pdf
2 MB Download
-
Partners - Learning Path ESG Solution Quick Start Guide.pdf
2 MB Download
-
Partners - Learning Path ESG Solution Quick Start Guide (1).pdf
2 MB Download
-
ESG Sample Workiva SOW.docx
30 KB Download
-
ESG Discovery Template FINAL - Updated as of 5_12_22.tar.gz
60 KB Download
-
ESG_Discovery_Template_5.16.22.xlsx
30 KB Download
-
Script Processes Home List.docx.pdf
60 KB Download
-
Process Builder.docx.pdf
70 KB Download
-
EU Taxonomy Guide.pdf
3 MB Download
-
Supporting Single Source for SEC Accounts Transcript.pdf
100 KB Download
-
Using ORM Transcripts.pdf
60 KB Download
-
Using ESG Transcript 2022.11.14.pdf
60 KB Download
-
20221201 - API and Scripting Workshop (1).pdf
10 MB Download
-
Partner Qualification Documents.pdf
80 KB Download
-
Workiva_Partner_Demo_Security_Overview.pdf
400 KB Download
-
Workiva_Partner_Security Presentation_2022.pdf
600 KB Download
-
20221215 - Leveraging Workiva's processes to automate certifications & more Workshop.pdf
3 MB Download
-
20211110 - Annual & Interim Reporting Partner Workshop.pdf
7 MB Download
-
20221201 Workiva Scripting and API FAQ.pdf
100 KB Download
-
CPE Course Description - Template (3).pdf
50 KB Download
-
Glossary _6475d6.pdf
80 KB Download
-
Certification Program Ts&Cs.pdf
70 KB Download
-
Workiva Public APIs & Scripting Training Transcripts.pdf
70 KB Download
-
Workiva Public APIs & Scripting Training.pdf
20 MB Download
-
CPE Course Description - Template (5).pdf
50 KB Download
-
CPE Course Description - Template (6).pdf
50 KB Download
-
CPE Course Description - Template (7).pdf
50 KB Download
-
CPE Course Description - Template (8).pdf
50 KB Download
-
CPE Course Description - Template (9).pdf
50 KB Download
-
CPE Course Description - Template (10).pdf
50 KB Download
-
CPE Course Description - Template (11).pdf
50 KB Download
-
CPE Course Description - Template (12).pdf
50 KB Download
-
CPE Course Description - Template (13).pdf
50 KB Download
-
Using Federal Energy Regulatory Commission (FERC).pdf
50 KB Download