Training Video Script: Updating Your Personal Information in Workday
Video type: Instructional screen-capture walkthrough
Duration: Approx. 2.5 minutes
Audience: All employees
Production tool:[Screen recorder: Loom / Camtasia / OBS + narration — confirm production tool]
Sample / Representative Work Product
Production Notes
Accuracy requirement: Before recording, the screen capture must be taken from the organization's production Workday environment (not Preview or a demo tenant). All navigation paths must be verified by a Workday administrator. Replace any demonstration with a test or training account — real employee data must never appear in a published video.
AI use in this script: The narration draft below was produced with AI assistance from a content outline and verified navigation steps. Every navigation instruction, field name, and system behavior reference must be confirmed by a Workday administrator before recording. AI cannot know your organization's tenant configuration — do not record based on the script alone.
Accessibility: This video must include closed captions. Export the script into your captioning tool or captioning service. The full narration is provided below to support caption creation.
Pre-Production Checklist
- [ ] Workday admin has confirmed navigation path in production
- [ ] Test/training account prepared (no real employee data visible)
- [ ] Screen resolution set to 1920×1080 (or recording canvas confirmed)
- [ ] Browser zoom set to 100% (or confirm legibility at recording size)
- [ ] Microphone tested; background noise eliminated
- [ ] Screen recording software running in background-capture mode
Script
[INTRO CARD — 5 seconds]
On screen: Title card
Updating Your Personal Information in Workday
A [Organization Name] employee guide
Accessibility note: Title card text must have sufficient color contrast (WCAG AA minimum). No audio during title card — narration begins after card.
[SEGMENT 1 — Why this matters | 0:05–0:20]
On screen: Static frame — Workday home screen, no action
Narrator:
"Keeping your personal information up to date in Workday ensures that your W-2, payroll, and HR communications reach the right place. This short guide will walk you through updating your home address, phone number, and emergency contacts — all from the Workday self-service experience."
Callout annotation: None — narration only.
[SEGMENT 2 — Log in and access your profile | 0:20–0:45]
On screen: Browser navigating to Workday login page[Capture from organization's production login page — confirm URL before recording]
Narrator:
"Start by logging in to Workday at your organization's Workday address. If you use single sign-on, you'll be redirected automatically. Once you're on the home screen..."
On screen: Workday home screen. Cursor moves to top-right profile icon.[Verify icon location in your tenant — confirm with admin]
Narrator:
"...click your profile icon or initials in the top-right corner."
On screen: Dropdown appears. Cursor clicks View Profile.[Confirm menu option label: "View Profile" or equivalent — tenant-specific]
Narrator:
"Select View Profile from the dropdown."
Callout annotation: Red box around profile icon. Then red box around 'View Profile' menu option.
[SEGMENT 3 — Navigate to personal information | 0:45–1:10]
On screen: Worker profile page loads.
Narrator:
"You're now on your worker profile. Click the Personal tab to access your contact information."[Confirm tab label — may appear as "Personal," "Personal Information," or similar]
On screen: Cursor clicks the Personal tab. Personal information section loads.
Callout annotation: Red box around 'Personal' tab.
Narrator:
"You'll see sections for your home address, phone numbers, and emergency contacts. Let's start with home address."
[SEGMENT 4 — Update home address | 1:10–1:55]
On screen: Contact Information section visible. Cursor moves to Home Address.
Narrator:
"Under Contact Information, find your Home Address and click Edit — the pencil icon."
On screen: Address edit form opens. Fields visible: Address Line 1, Address Line 2, City, State, Postal Code, County.[Confirm all field names in your tenant before recording]
Callout annotation: Red box around Edit pencil icon. Then annotation highlighting County field.
Narrator:
"Update your address in the fields provided. For U.S. addresses, you'll see a County field — this is a required field, so make sure to enter the county where you live."[Confirm whether County is required in your organization's configuration]
On screen: Narrator types in address fields using test data. All fields populated with clearly fictional information.
Narrator:
"Once your information is correct, click Save."[Confirm button label — may be 'Save,' 'Submit,' or 'OK']
On screen: Cursor clicks Save. Confirmation message appears.
Callout annotation: Green box around confirmation message.
Narrator:
"You'll see a confirmation that your address has been updated."
Verification note (remove before publishing): The Save button label and confirmation message appearance are tenant-configured. Confirm with admin before recording. If the form routes to an approval before saving, note this in the video.
[SEGMENT 5 — Update phone number | 1:55–2:15]
On screen: Return to Personal Information section. Cursor moves to Phone section.
Narrator:
"To update your phone number, find the Phone section on the same page and click Edit or the plus icon to add a number."
On screen: Phone edit form opens. Cursor selects phone type from dropdown.
Narrator:
"Select the phone type — home, mobile, or work — enter your number, and click Save."
On screen: Test phone number entered. Save clicked. Confirmation shown.
[SEGMENT 6 — Brief mention: Emergency contacts | 2:15–2:25]
On screen: Emergency contacts section visible.
Narrator:
"You can also update your emergency contacts in the same Personal Information area — just scroll to the Emergency Contacts section and click Add or Edit."[Confirm section name and location]
[SEGMENT 7 — Wrap-up | 2:25–2:45]
On screen: Return to Personal Information overview — all three sections visible.
Narrator:
"That's it. Keeping your address, phone, and emergency contacts current takes just a few minutes — and it ensures Workday has the right information on file for payroll, benefits, and emergency situations."
On screen: Fade to end card.
[END CARD — 5 seconds]
On screen: End card with:
[Organization name] People SystemsQuestions? Contact us at [support contact][Link to written guide]
Narrator:
"For step-by-step instructions, see the written guide linked below this video. For help, contact People Systems at the address on your screen."
Accessibility note: End card text must meet WCAG AA contrast minimums. All links on end card must also appear in the video description for screen-reader users.
Post-Production Checklist
- [ ] Captions generated and reviewed for accuracy
- [ ] Test account used — no real employee names, IDs, or data visible
- [ ] End card links confirmed active
- [ ] Video reviewed at 1.0x and 1.5x speed — narration remains intelligible
- [ ] Published to
[video platform — confirm: SharePoint, intranet, LMS, internal YouTube] - [ ] Link added to knowledge base article and employee guide
- [ ] Admin confirmed navigation is accurate in current production environment
AI Production Notes
This script was drafted using AI assistance (Claude) from a verified navigation outline and content brief. The AI draft covered:
- Narration structure and pacing
- Plain-language rewrites of technical steps
- Callout annotation instructions
- Accessibility reminders
The following elements were human-verified before recording:
- Navigation path (login → profile → Personal → Contact Information → Edit)
- Field names (Address Line 1, County, phone type labels)
- Button labels (Save, Edit)
- Confirmation message behavior
- County field requirement (confirmed with Workday admin as configuration-dependent)
Using AI to draft scripts cuts narration writing time significantly. The critical constraint is that AI cannot verify your tenant's navigation — every system reference must be confirmed by a Workday administrator in the production environment before the video is recorded.
Sample / Representative Work Product — Warren Sanders