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Page 1 of 24 May 19, 2017 The Texas A&M University System Workday Training Course Catalog and Video Help Release Schedule

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  • Page 1 of 24 May 19, 2017

    The Texas A&M University System Workday Training Course Catalog and Video Help Release Schedule

  • Workday Training Course Catalog

    Page 2 of 24 May 19, 2017

    OverviewThis curriculum includes training courses focused on Core HR, Payroll, and Benefits employees, HR Departmental Processors / Liaisons and managers, and is organized by Workday security roles, which may differ slightly from current system access.

    This just-in-time curriculum will introduce The Texas A&M University System (TAMUS) members to Workday through a blended approach of the following learning opportunities and materials:

    eLearning courses (TrainTraq)Instructor-Led courses (On-Site)Virtual Instructor-Led courses (WebEx) Video Help (Workday Help Site)Job Aids (Workday Help Site)

    Training StrategyOur training strategy is based on Prosci’s ADKAR model describing how individuals change and iscomprised of the following:

    Awareness courses to introduce topics and provide a general level of understanding of a topicSkills courses to help employees gain knowledge and build skills on how to use business processes in Workday Readiness activities to help employees become more familiar with Workday

    Using this CatalogThis catalog is organized by stakeholder group, and includes sections for Core HR, Payroll and Benefits employees, HR Departmental Processors / Liaisons, Managers and Employees / Retirees, and a section of finance-related courses.

    The “Security Roles” column denotes security roles that are required to complete the course, unless thesecurity role is denoted with an “optional” tag.

    This catalog also includes the video help release schedule, for those who wish to include these videosin member-developed training materials. Please see pages 23 and 24.

    Please remember that all training material and video help is in DRAFT form until after Workday 29.

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    g C

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    og

    Page

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    May

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    201

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    Cou

    rse

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    g C

    ours

    e C

    atal

    og

    Page

    10

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    4M

    ay 1

    9, 2

    017

    HR D

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    s and

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    kday

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    g C

    ours

    e C

    atal

    og

    Page

    11

    of 2

    4M

    ay 1

    9, 2

    017

    Cou

    rse

    Title

    Purp

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    inin

    g C

    ours

    e C

    atal

    og

    Page

    12

    of 2

    4M

    ay 1

    9, 2

    017

    Cou

    rse

    Title

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    g C

    ours

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    atal

    og

    Page

    13

    of 2

    4M

    ay 1

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    017

    Cou

    rse

    Title

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    kday

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    g C

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    e C

    atal

    og

    Page

    14

    of 2

    4M

    ay 1

    9, 2

    017

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    ervi

    ces

    (ISS)

    Vie

    w O

    nly

    Inte

    rnat

    iona

    l Tax

    Vi

    ew O

    nly

    ISSG

    TAM

    US

    Rep

    ort E

    xecu

    tion

    Gro

    up

    * D

    enot

    es a

    full-

    time

    HR

    , Ben

    efits

    and

    /or P

    ayro

    ll em

    ploy

    ee

    ** D

    enot

    es a

    full-

    time

    HR

    Dep

    artm

    enta

    l Pro

    cess

    or o

    r Lia

    ison

    em

    ploy

    ee

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

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    og

    Page

    15

    of 2

    4M

    ay 1

    9, 2

    017

    Man

    ager

    s

    Cou

    rse

    Title

    Purp

    ose

    Ove

    rvie

    wD

    urat

    ion

    Del

    iver

    ySe

    curit

    y R

    oles

    TAM

    US

    Wor

    kday

    C

    ore

    Con

    cept

    s fo

    r Em

    ploy

    ees

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n in

    trodu

    ctio

    n to

    Wor

    kday

    in

    clud

    ing

    func

    tiona

    lity

    and

    proc

    esse

    s

    Prov

    ide

    user

    s w

    ith a

    bas

    ic

    unde

    rsta

    ndin

    g of

    Wor

    kday

    Prov

    ide

    an u

    nder

    stan

    ding

    of

    the

    use

    of s

    uper

    viso

    ry

    orga

    niza

    tions

    Det

    ail t

    he im

    pact

    s an

    d us

    age

    of s

    elf-s

    ervi

    ce w

    ithin

    Wor

    kday

    60 M

    inut

    esel

    earn

    ing

    All e

    mpl

    oyee

    se

    curit

    y ro

    les

    (opt

    iona

    l)C

    ore

    HR

    , Pay

    roll

    and

    Bene

    fits

    Partn

    ers

    HR

    Dep

    artm

    enta

    l P

    roce

    ssor

    /Li

    aiso

    nse

    curit

    y ro

    les

    Man

    ager

    Nav

    igat

    ing

    Wor

    kday

    for

    Empl

    oyee

    s

    The

    purp

    ose

    of th

    is

    cour

    se is

    to o

    verv

    iew

    th

    e ba

    sic

    func

    tiona

    lity

    of W

    orkd

    ay w

    ith a

    sp

    ecifi

    c fo

    cus

    on

    navi

    gatio

    n

    Dem

    onst

    rate

    how

    to n

    avig

    ate

    the

    hom

    e pa

    ge a

    nd w

    orkl

    ets

    Expl

    ain

    the

    Inbo

    x an

    d no

    tific

    atio

    ns, a

    nd h

    ow to

    use

    th

    e se

    arch

    and

    mob

    ile

    feat

    ures

    60 M

    inut

    esel

    earn

    ing

    All e

    mpl

    oyee

    se

    curit

    y ro

    les

    (opt

    iona

    l) C

    ore

    HR

    , Pay

    roll

    and

    Bene

    fits

    Partn

    ers

    HR

    Dep

    artm

    enta

    l Pr

    oces

    sor/

    Liai

    son

    secu

    rity

    role

    sM

    anag

    er

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

    atal

    og

    Page

    16

    of 2

    4M

    ay 1

    9, 2

    017

    Cou

    rse

    Title

    Purp

    ose

    Ove

    rvie

    wD

    urat

    ion

    Del

    iver

    ySe

    curit

    y R

    oles

    Wor

    kday

    C

    ore

    HC

    M

    Con

    cept

    s fo

    r M

    anag

    ers

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n ov

    ervi

    ew o

    f key

    co

    ncep

    ts a

    nd

    term

    inol

    ogy

    for

    man

    ager

    s

    Det

    ail t

    he u

    sage

    of s

    taffi

    ng

    mod

    els

    Rev

    iew

    cal

    cula

    ting

    over

    time

    and

    dele

    gatin

    g w

    ork

    Rev

    iew

    func

    tiona

    lity

    that

    al

    low

    s em

    ploy

    ees

    and

    man

    ager

    s to

    initi

    ate

    actio

    ns

    and

    proc

    esse

    s on

    thei

    r ow

    n D

    etai

    l the

    spe

    cific

    s re

    late

    d to

    in

    itiat

    ing,

    revi

    ew a

    nd

    appr

    ovin

    g pr

    oces

    ses

    60 M

    inut

    esel

    earn

    ing

    Man

    ager

    Mer

    it an

    d Pe

    rfor

    man

    ce

    Man

    agem

    ent

    Proc

    esse

    s

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n ov

    ervi

    ew o

    f the

    pr

    oces

    ses

    rela

    ted

    to

    mer

    it an

    d pe

    rform

    ance

    Det

    ail k

    ey c

    once

    pts

    of

    proc

    esse

    s re

    late

    d to

    mer

    it,

    incl

    udin

    g em

    ploy

    ee m

    erit

    awar

    d an

    d m

    erit

    repo

    rts

    Rev

    iew

    the

    perfo

    rman

    ce

    man

    agem

    ent p

    roce

    sses

    , in

    clud

    ing

    vario

    us p

    hase

    s of

    th

    e pe

    rform

    ance

    revi

    ew a

    nd

    perfo

    rman

    ce m

    anag

    emen

    t re

    ports

    60 M

    inut

    esel

    earn

    ing

    Man

    ager

    Man

    agin

    g Yo

    ur In

    box

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n ov

    ervi

    ew o

    f ite

    ms

    rela

    ted

    to th

    e In

    box

    Det

    ail h

    ow a

    man

    ager

    will

    man

    age

    thei

    r Inb

    ox, s

    uch

    as

    dele

    gatio

    n as

    wel

    l as

    notif

    icat

    ions

    30 M

    inut

    esel

    earn

    ing

    Man

    ager

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

    atal

    og

    Page

    17

    of 2

    4M

    ay 1

    9, 2

    017

    Cou

    rse

    Title

    Purp

    ose

    Ove

    rvie

    wD

    urat

    ion

    Del

    iver

    ySe

    curit

    y R

    oles

    Rec

    ruiti

    ngTh

    e pu

    rpos

    e of

    this

    co

    urse

    is to

    pro

    vide

    an

    over

    view

    of v

    ario

    us

    proc

    esse

    s th

    e m

    anag

    er

    may

    be

    invo

    lved

    in

    rela

    ted

    to re

    crui

    ting

    Det

    ail t

    he jo

    b ap

    plic

    atio

    n pr

    oces

    s R

    evie

    w p

    roce

    sses

    incl

    udin

    g th

    ose

    rela

    ted

    to jo

    b re

    quis

    ition

    an

    d ev

    ergr

    een

    requ

    isiti

    on

    30M

    inut

    esel

    earn

    ing

    Man

    ager

    Staf

    fing

    and

    Sepa

    ratio

    nTh

    e pu

    rpos

    e of

    this

    co

    urse

    is to

    pro

    vide

    m

    anag

    ers

    with

    an

    over

    view

    of s

    taffi

    ng a

    nd

    sepa

    ratio

    n pr

    oces

    ses

    Rev

    iew

    the

    proc

    ess

    of

    initi

    atin

    g an

    d ap

    prov

    ing

    new

    hi

    res,

    title

    cha

    nges

    and

    sw

    itchi

    ng a

    prim

    ary

    job

    Det

    ail t

    he p

    roce

    ss o

    f te

    rmin

    atio

    n an

    d ap

    prov

    ing

    a re

    sign

    atio

    n

    30 M

    inut

    esel

    earn

    ing

    Man

    ager

    Tim

    e O

    ff an

    d Le

    ave

    / Tim

    e Tr

    acki

    ng

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n ov

    ervi

    ew o

    f var

    ious

    pr

    oces

    ses

    the

    man

    ager

    m

    ay in

    itiat

    e or

    per

    form

    re

    late

    d to

    tim

    e of

    f and

    le

    ave

    Prov

    ide

    an o

    verv

    iew

    of t

    ime

    track

    ing

    and

    rela

    ted

    proc

    esse

    s D

    etai

    l the

    diff

    eren

    ce b

    etw

    een

    time

    off a

    nd le

    aves

    as

    wel

    l as

    prov

    ide

    an u

    nder

    stan

    ding

    of

    rele

    vant

    bus

    ines

    s pr

    oces

    ses

    30 M

    inut

    esel

    earn

    ing

    Man

    ager

    Dro

    p In

    Le

    arni

    ng

    Labs

    for

    Man

    ager

    s

    The

    pur

    pose

    of t

    his

    lear

    ning

    opp

    ortu

    nity

    is

    to re

    info

    rce

    train

    ing

    by

    allo

    win

    g pa

    rtici

    pant

    s to

    lo

    g in

    to W

    orkd

    ay p

    rior

    to G

    o Li

    ve a

    nd w

    alk

    thro

    ugh

    com

    mon

    ac

    tions

    they

    will

    pe

    rform

    Parti

    cipa

    nts

    will

    be p

    rovi

    ded

    with

    acc

    ess

    to a

    live

    tena

    nt a

    s w

    ell a

    s a

    scrip

    t to

    disc

    over

    key

    el

    emen

    ts in

    Wor

    kday

    15 M

    inut

    esSe

    lf-Pa

    ced

    Lear

    ning

    Man

    ager

    (rea

    dine

    ss m

    etric

    is

    30%

    of m

    embe

    rm

    anag

    ers

    atte

    ndin

    g th

    e la

    b)

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

    atal

    og

    Page

    18

    of 2

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    ay 1

    9, 2

    017

    Cou

    rse

    Title

    Purp

    ose

    Ove

    rvie

    wD

    urat

    ion

    Del

    iver

    ySe

    curit

    y R

    oles

    Man

    ager

    Q

    &A

    Rea

    dine

    ss

    Foru

    m

    The

    purp

    ose

    of th

    is

    sess

    ion

    is to

    pro

    vide

    a

    mea

    ns fo

    r Man

    ager

    s to

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    t ans

    wer

    s to

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    quen

    tly a

    sked

    qu

    estio

    ns th

    at w

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    epar

    e th

    em fo

    r the

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    b re

    spon

    sibi

    litie

    s in

    W

    orkd

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    Det

    ail t

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    embe

    r’s a

    nsw

    er

    as to

    wha

    tman

    ager

    s ar

    e ex

    pect

    ed to

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    in W

    orkd

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    (from

    the

    “Who

    Doe

    s W

    hat”

    activ

    ity)

    Answ

    er q

    uest

    ions

    not

    an

    swer

    ed b

    y re

    quire

    d tra

    inin

    gEx

    plai

    n ho

    w m

    anag

    ers

    get

    help

    TBD

    Faci

    litat

    ed

    Q&A

    m

    anag

    ed b

    y th

    e m

    embe

    r

    Man

    ager

    (rea

    dine

    ss m

    etric

    is

    30%

    of m

    embe

    rm

    anag

    ers

    atte

    ndin

    g th

    e Q

    &A

    sess

    ion)

    Vide

    o H

    elp

    for M

    anag

    ers

    The

    purp

    ose

    of th

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    mat

    eria

    ls is

    tode

    mon

    stra

    te h

    ow to

    pe

    rform

    Wor

    kday

    fu

    nctio

    ns

    Ref

    eren

    ce th

    e su

    pple

    men

    tal

    cata

    log

    for m

    ore

    deta

    iled

    info

    rmat

    ion

    3–

    5M

    inut

    es p

    er

    vide

    o

    Vide

    oM

    anag

    er

    Perf

    orm

    ance

    M

    anag

    emen

    t Th

    e pu

    rpos

    e of

    this

    co

    urse

    is to

    pro

    vide

    an

    in-d

    epth

    revi

    ew o

    f the

    pe

    rform

    ance

    m

    anag

    emen

    t pro

    cess

    es

    Det

    ail a

    nd re

    view

    the

    goal

    se

    tting

    pro

    cess

    D

    etai

    l the

    per

    form

    ance

    m

    anag

    emen

    t pro

    cess

    in

    clud

    ing

    prov

    idin

    g a

    ratin

    g

    TBD

    elea

    rnin

    gAl

    l Em

    ploy

    ee,

    secu

    rity

    role

    s

    * D

    enot

    es a

    full-

    time

    HR

    , Ben

    efits

    and

    /or P

    ayro

    ll em

    ploy

    ee

    ** D

    enot

    es a

    full-

    time

    HR

    Dep

    artm

    enta

    l Pro

    cess

    or o

    r Lia

    ison

    em

    ploy

    ee

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

    atal

    og

    Page

    19

    of 2

    4M

    ay 1

    9, 2

    017

    Fina

    nce

    Cou

    rse

    Title

    Purp

    ose

    Ove

    rvie

    wD

    urat

    ion

    Del

    iver

    ySe

    curit

    y R

    oles

    TAM

    US

    Wor

    kday

    C

    ore

    Con

    cept

    s fo

    r Em

    ploy

    ees

    The

    purp

    ose

    of th

    is

    cour

    se is

    to p

    rovi

    de a

    n in

    trodu

    ctio

    n to

    Wor

    kday

    in

    clud

    ing

    func

    tiona

    lity

    and

    proc

    esse

    s

    Prov

    ide

    user

    s w

    ith a

    bas

    ic

    unde

    rsta

    ndin

    g of

    Wor

    kday

    Prov

    ide

    an u

    nder

    stan

    ding

    of

    the

    use

    of s

    uper

    viso

    ry

    orga

    niza

    tions

    Det

    ail t

    he im

    pact

    s an

    d us

    age

    of s

    elf-s

    ervi

    ce w

    ithin

    Wor

    kday

    60 M

    inut

    esel

    earn

    ing

    All e

    mpl

    oyee

    se

    curit

    y ro

    les

    (opt

    iona

    l)C

    ore

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    , Pay

    roll

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    fits

    Partn

    ers

    HR

    Dep

    artm

    enta

    l P

    roce

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    /Li

    aiso

    nse

    curit

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    les

    Man

    ager

    Nav

    igat

    ing

    Wor

    kday

    for

    Empl

    oyee

    s

    The

    purp

    ose

    of th

    is

    cour

    se is

    to o

    verv

    iew

    th

    e ba

    sic

    func

    tiona

    lity

    of W

    orkd

    ay w

    ith a

    sp

    ecifi

    c fo

    cus

    on

    navi

    gatio

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    Dem

    onst

    rate

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    to n

    avig

    ate

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    e pa

    ge a

    nd w

    orkl

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    ain

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    Inbo

    x an

    d no

    tific

    atio

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    arch

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    ures

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    inut

    esel

    earn

    ing

    All e

    mpl

    oyee

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    curit

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    Man

    ager

  • Wor

    kday

    Tra

    inin

    g C

    ours

    e C

    atal

    og

    Page

    20

    of 2

    4M

    ay 1

    9, 2

    017

    FAM

    IS

    Cha

    nges

    The

    purp

    ose

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    inst

    ruct

    ion

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    vide

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    w

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    ail c

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    co

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    loca

    tion

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    m

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    purp

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    t allo

    catio

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    nsor

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    earc

    h S

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    t allo

    catio

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    onso

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    earc

    h S

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    loca

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    and

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    ion

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    purp

    ose

    of th

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    cour

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    rovi

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    cos

    t al

    loca

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    proc

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    and

    dele

    gatio

    n

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    inut

    esel

    earn

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    et P

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    e C

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    og

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    21

    of 2

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    ay 1

    9, 2

    017

    Empl

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    e C

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    og

    Page

    22

    of 2

    4M

    ay 1

    9, 2

    017

    Cou

    rse

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    e C

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    og

    Page

    23

    of 2

    4M

    ay 1

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  • Wor

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    24

    of 2

    4M

    ay 1

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