Finance Training

 

  Workday Updates

WD30 Update Summary PDF

WD29 Update Summary PDF

WD28 Update Summary  PDF

 

  Finance Information Sessions

Awards and Grants  PDF | VIDEO

Centrally Billed Accounts  PDF | VIDEO

Employee Reimbursement  PDF | VIDEO

Expenses  PDF | VIDEO

FDM, Reporting and CARD Training  PDF

Financial Data Model  PDF | VIDEO

LaCarte  PDF | VIDEO

My Delegation: Expenses  PDF | VIDEO

Procurement  PDF | VIDEO

Property Management  PDF | VIDEO

Security Roles  PDF | VIDEO

Supplier Invoices PDF | VIDEO

 

   Budget

Create Budget Amendment Reclassification PDF | VIDEO

Create Position Budget  PDF

Determining Budget – Manager Budgetary Balance Report  PDF

 Determining Budget – Revenue and Expense by Program  PDF

 Manager Position Budgetary Balance Report with Employee Name  PDF

 Salary Savings vs. Non-Salary Savings  PDF

 Source of Funds  PDF

  

  Business Assets

Asset Location Change  PDF

Issue Assets On-Campus  PDF

Issue Assets Off-Campus  PDF

Transfer Assets  PDF

Transfer Assets for Surplus or Disposal  PDF

Un-Issue Assets  PDF

 

   Costing Allocations

Assign Costing Allocations  PDF

Update Costing Allocation for Request Comp Change - Professorship  PDF

Costing Allocation Online Training Course  Video

The Costing Allocation Online Training Course is designed primarily for HR Analysts, Student Employment Partners, and Cost Center Managers. It covers costing allocation levels, who performs costing allocations, costing allocation comments, assigning costing allocations for positions vs. workers, updating and reviewing costing allocations, work study and president student aid costing allocations, and maintaining costing allocations.

  

   Customer Accounts

Customer Accounts Receivable and Deposit (CARD)  PDF

 

   Expenses

Create Spend Authorization  PDF

Create Spend Authorization: Request Cash Advance  PDF

Create Expense Report: Cash Advance  PDF

Create Expense Report: Centrally Billed Account PDF

Create Expense Report: Employee Reimbursement Business Purpose  PDF | VIDEO

Create Expense Report: LaCarte Procurement Expenses  PDF | VIDEO

Create Expense Report: Travel Business Purpose (LaCarte & Personal Funds) PDF | VIDEO

Disallowed Expenses  PDF

Expense Report for Non-Workers  PDF

Find Credit Card Transactions Not Expensed PDF

Find Expense Report for Cost Center  PDF

Find Spend Authorizations  PDF

Legacy Object Code Translation List  PDF

  

   Financial Accounting

Create Journal Entry: Correcting Journal  PDF | VIDEO

Create Journal Entry: Internal Billing PDF | VIDEO

FDM Translation Tool  PDF

Workday FDM Translations for Legacy Accounts  PDF

Transition to Workday: Faculty Training Presentation (PDF) updated 9/21/16 - See more at: http://a.cms.omniupdate.com/files/content?site=www&path=%2Fworkday%2Femployee.pcf&target=www&edit=true&nonce=1474470802946#sthash.OdvVEm78.dpuf
 

  Grants

Expense by Award Financial Report PDF

Expense by Award by Ledger Account Financial Report  PDF

Grant and Award Navigation  PDF

 Quick Guide to Running Expense by Award  PDF

 

  Payroll

Create Payroll Adjustment  PDF

Payment of Extra Earnings  PDF

Salary Calculations  PDF

Payroll Date Matrix  PDF

 

  Procurement

Apply Defaults to Requisitions  PDF

Change Order  PDF

Create Future FY Requisition Prior to July 1st  PDF

Create Receipt for Goods  PDF

Create Receipt for Services  PDF

Create Requisition for Non-Catalog Items - Goods (Competitive)  PDF

Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  PDF

 Create Requisition for Non-Catalog Items - Services  PDF

Create Requisition from Supplier Website  PDF

Create Requisition Templates  PDF

Find Purchase Order  PDF

Requisition Types  PDF

Ship-To Location Keywords  PDF

Procurement Spend Categories  PDF

Transition to Workday: Faculty Training Handout  PDF

Transition to Workday: Faculty Training Presentation  PDF

 

  Suppliers

Create Supplier Change  PDF

Find Supplier  PDF

Find Supplier Invoice  PDF

Supplier Invoice Approval  PDF

Find Supplier by Classification Type PDF

Supplier Registration PDF

 

  Effort Certification

Effort Certification Reviewer Role  PDF

Effort Certification Business Process  PDF

Certifying Effort as an Employee  PDF

Manager Role  PDF

Cost Center Manager Role  PDF

 

  Reporting

Finance Reports by Functional Area  EXCEL

Find Journal  PDF

Journal Line Details  PDF

Journal Line Details with Employee Name  PDF

Payroll Accounting Per Worktag  PDF

Reporting Tools Crosswalk  PDF

Trial Balance: Worktags with a Carryforward Amount  PDF

 

Quick Links


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Latest Updates

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HCM Monthly Updates

Coverage Date Range 2018

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