Description: This Reference Guide provides different methods to access delivered and custom reports available for you in Workday. You will only be able to access Workday reports specific to your assigned Workday role(s).

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative, HR Partner, Internal Service Delivery Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Accessing Available Reports in Workday

Description: How to create an accounting adjustment to reclassify the cost center in an expense report in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Accounting Adjustment - Cost Transfer

Description: How to reverse an accounting journal entry in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Accounting Journal - Reversal

Description: Instructions to add and end an additional job.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Add and End Additional Job

Description: How to add academic appointments in Workday.

Roles: Academic Chair/Manager, Academic Faculty Partner

Training Type: Reference Guide

Link to Training Resource: Add and Update Academic Appointments

Description: How to apply for an Internal Posting in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Apply for Internal Posting

Description: How to approve compensatory time off, holiday in lieu, and leave without pay (LWOP) in Workday.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: Approve Compensatory Time, Holiday in Lieu, and LWOP (HR Partner)

Description: How to approve time and enter and correct time on behalf of an employee in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Approve, Enter, and Correct Time on Behalf of an Employee (Manager)

Description: How to assign and approve work schedules in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Assign and Approve Work Schedules (Manager)

Description: How to assign costing allocation in Workday. Costing allocations (salary distribution) allocates a workers salary across one or more Driver Worktags.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Assign Costing Allocation

Description: How to assign costing allocation in Workday. Costing allocations (salary distribution) allocates a worker's salary across one or more Driver Worktags.

Roles: Cost Center Manager, Gift Manager, Grant Manager, HR Partner

Training Type: Reference Guide

Link to Training Resource: Assign Costing Allocation

Description: How to assign work schedules in Workday.

Roles: Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Assign Work Schedules (Timekeeper)

Description: This Reference Guide provides information on how to assign workstudy for student hourly employees in Workday.

Roles: Manager as self

Training Type: Reference Guide

Link to Training Resource: Assigning Workstudy

Description: This Reference Guide provides information on how to assign workstudy for student hourly employees in Workday.

Roles: Compensation Partner, HR Partner, Manager as self

Training Type: Reference Guide

Link to Training Resource: Assigning Workstudy

Description: Run Dashboard GRA Award Budget to Actuals.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Award Budget to Actuals Dashboard Reports

Description: This Reference Guide provides information on how to cancel a leave of absence request.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Canceling a Leave of Absence Request

Description: This Reference Guide provides information on how to cancel a leave of absence request.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Canceling a Leave of Absence Request

Description: How to change the default compensation for an employee's position.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Change Default Compensation

Description: How to change the default compensation for an employee's position.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Change Default Compensation

Description: How to change a job in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Change Job

Description: This Reference Guide provides information on how to change funding on an employee's time block. This process can be used when an employee has one position with multiple funding sources.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Changing Funding for Time Blocks

Description: How to complete federal withholding elections.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Complete Federal Withholding Elections

Description: How to set up Payment Elections and Direct Deposit in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Complete Payment Elections

Description: How to complete state and local withholding elections.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Complete State & Local Withholding Elections

Description: How to submit a contract request in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Contract Request

Description: How to submit a contract request in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Contract Request

Description: This reference guide provides information on how to code cost share transactions and approve cost share using a grant worktag in the Workday system. It also provides information on when a manual journal will be used to record cost share.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Cost Share

Description: This reference guide provides information on how to code cost share transactions and approve cost share using a grant worktag in the Workday system. It also provides information on when a manual journal will be used to record cost share.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Cost Share

Description: This reference guide provides information on how to code cost share transactions and approve cost share using a grant worktag in the Workday system. It also provides information on when a manual journal will be used to record cost share.

Roles: Departmental Buyer, Expense Data Entry Specialist, Grant Manager, HR Partner, Procurement Card Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Cost Share

Description: How to create a manual journal entry in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Accounting Journals

Description: This Reference Guide provides information on how to create a manual journal entry in the Workday system specifically for adjustments for payrolls completed in the legacy system.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Accounting Journals for Adjustments to Payroll Completed in Legacy

Description: How to create a Purchase Order without an existing requisition and how to change a Purchase Order that has already been issued for goods and/or services.

Roles: Grant Manager, Program Manager, Cost Center Manager, Departmental Buyer, Gift Manager

Training Type: Reference Guide

Link to Training Resource: Create and Change Purchase Order

Description: How to create an amendment for an approved budget in Workday.

Roles: Cost Center Accountant, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: Create Budget Amendment

Description: How to create a customer contract in Workday.

Roles: Cost Center Manager, Customer Contract Specialist, Gift Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Create Customer Contract

Description: This Reference Guide provides information on how to initiate a request to add a new Customer in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Customer Request

Description: How to create, edit and approve an expense report in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create Expense Report

Description: How to create, edit and approve an expense report in Workday.

Roles: Area Finance Officer, Cost Center Manager, Custodian, Expense Data Entry Specialist, Gift Manager, Grant Manager, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Expense Report

Description: How to create External Committee Members and review existing members, including students, candidates, and affiliates.

Roles: Cost Center Manager, Expense Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Create External Committee Member

Description: This Reference Guide provides information on how to create a miscellaneous payment request in the Workday system.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Miscellaneous Payments

Description: How to assign and approve work schedules on behalf of an employee in Workday.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: Create Miscellaneous Payments

Description: How to create and close positions in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create or Close Position

Description: How to create and close positions in Workday.

Roles: Appointing Authority, HR Partner

Training Type: Reference Guide

Link to Training Resource: Create or Close Position

Description: How to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Payroll accounting adjustment (salary journals) is used to correct errors made when salary was posted to an incorrect Driver Worktag for pay periods

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Create Payroll Accounting Adjustments

Description: How to create a receipt for good received in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Receipt

Description: How to create a receipt for good received in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Receipt

Description: This Reference Guide provides information on how to use Workday's Create Request function to create and route a Workday Request with the information needed to remove an overdraft from an Award.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Create Request for Overdraft Grant Transfer

Description: How to create a requisition for catalog and non-catalog items in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Requisition

Description: How to create a requisition for catalog and non-catalog items in Workday.

Roles: Cost Center Manager, Departmental Buyer, Employee as Self, Gift Manager, Grant Manager, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Requisition

Description: How to create a requisition for catalog and non-catalog items in Workday.

Roles: Cost Center Manager, Departmental Buyer, Employee as Self, Gift Manager, Grant Manager, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Requisition

Description: How to create a return for good received in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Return

Description: How to create a return for good received in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Return

Description: How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create Spend Authorization

Description: How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create Spend Authorization

Description: How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses.

Roles: Cost Center Manager, Expense Data Entry Specialist, Gift Manager, Grant Manager, HR Analyst, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Create Spend Authorization

Description: This Reference Guide provides information on how to create and route Research Conference Account Request (RCAR) and Sponsored Programs Activity Request (SPAR) in the Workday.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Create Sponsored Account Request

Description: This Reference Guide provides information on how to create student hourly positions in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create Student Hourly Position

Description: This Reference Guide provides information on how to create student hourly positions in Workday.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Create Student Hourly Position

Description: This Reference Guide provides information on how to request a supplier change in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Supplier Change Request

Description: This Reference Guide provides information on how to request a supplier change in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Supplier Change Request

Description: How to create a supplier contract in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager, Supplier Contract Specialist - Delegate Authority

Training Type: Reference Guide

Link to Training Resource: Create Supplier Contract

Description: How to create an amendment to an existing supplier contract.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager, Supplier Contract Specialist - Delegate Authority

Training Type: Reference Guide

Link to Training Resource: Create Supplier Contract Amendment

Description: Workday Procurement Guide: Create Supplier Invoice Request

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Supplier Invoice Request

Description: Workday Procurement Guide: Create Supplier Invoice Request

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Create Supplier Invoice Request

Description: How to initiate a request to add a new supplier in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Create Supplier Request

Description: How to create, edit, and close job requisitions in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Create, Edit and Close Job Requisition

Description: How to create, edit, and close job requisitions in Workday.

Roles: Appointing Authority, HR Partner, Recruiter

Training Type: Reference Guide

Link to Training Resource: Create, Edit and Close Job Requisition

Description: This Reference Guide provides information on how to save reports to Favorites and save report navigation shortcuts to your Workday Home page.

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Creating Reporting Favorites

Description: This reference guide will provide information on how to personalize a dashboard to what data you want to see in worklets using different prompts that will stay the same each time you load the dashboard.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Dashboard Configuration

Description: This reference guide will provide information on how to personalize a dashboard to what data you want to see in worklets using different prompts that will stay the same each time you load the dashboard.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Dashboard Configuration

Description: This reference guide will provide information on how to personalize a dashboard to what data you want to see in worklets using different prompts that will stay the same each time you load the dashboard.

Roles: Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Dashboard Configuration

Description: How to partially or completely dispose an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Dispose Asset

Description: How to certify effort in Workday.

Roles: Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Effort Certification

Description: Employee: Learn how to request a leave of absence.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Employee Request a Leave of Absence

Description: Employee: Learn how to request a leave of absence.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Employee Request a Leave of Absence

Description: Employee: How to request time off and correct time off in Workday Manager: How to review/approve time off request and correction in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Employee Request and Correct Time Off

Description: Employee: How to request time off and correct time off in Workday Manager: How to review/approve time off request and correction in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Employee Request and Correct Time Off

Description: How to enter time and approve time in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time (Employee)

Description: How to enter time and approve time in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time (Employee)

Description: How to enter time and approve time in Workday.

Roles: Timekeeper

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time (Employee)

Description: How to enter and correct time off and enter leave of absence on behalf of an employee in Workday.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time Off and Absence on Behalf of an Employee (HR Partner)

Description: How to enter and correct time on behalf of an employee in Workday.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time on Behalf of an Employee (HR Partner)

Description: How to enter and correct time on behalf of an employee in Workday.

Roles: Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time on Behalf of an Employee (Timekeeper)

Description: How to use the Workday time system and its various features on a mobile device.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Enter and Correct Time via Workday Mobile (Employee)

Description: How to enter professional leave on behalf of an employee in Workday.

Roles: Time Approver, HR Partner

Training Type: Reference Guide

Link to Training Resource: Enter Professional LOA on Behalf of an Employee (HR Partner)

Description: How to enter time off on behalf of an employee in Workday.

Roles: Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Enter Time Off on Behalf of an Employee (Timekeeper)

Description: This Reference Guide provides information on how to enter Standby for an employee.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Entering Standby for Employees

Description: This Reference Guide provides information on how to enter Standby for an employee.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Entering Standby for Employees

Description: This Reference Guide provides information on how to enter straight time for an employee.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Entering Straight Time for Part Time Employees

Description: This Reference Guide provides information on how to enter straight time for an employee.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Entering Straight Time for Part Time Employees

Description: How to freeze and unfreeze a job requisition in Workday.

Roles: Appointing Authority

Training Type: Reference Guide

Link to Training Resource: Freeze Job Requisition

Description: This Reference Guide provides an overview of Time & Absence processes in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: General Time & Absence

Description: This Reference Guide provides an overview of Time & Absence processes in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: General Time & Absence

Description: This Reference Guide provides an overview of Time & Absence processes in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: General Time & Absence

Description: This online micro-learning course provides information on common tasks employees can complete in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Getting Started With Workday: Employee Self-Service

Description: This online micro-learning course provides information on common tasks managers can complete in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Getting Started With Workday: Manager Self-Service

Description: How to hire a new employee or contingent worker into Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Hire (New Employee or Contingent Worker)

Description: This Reference Guide provides information on how to convert a holiday to holiday in lieu for an employee.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Holiday Pay

Description: This Reference Guide provides information on how to convert a holiday to holiday in lieu for an employee.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Holiday Pay

Description: How to delegate your inbox, assign other workers to start tasks on your behalf, delegate a task, stop delegation, and act on someone's behalf (instructions for delegates).

Roles: Manager as Self, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: How to Delegate Tasks

Description: This reference guide provides information on how to request FDM elements using the Workday Service Desk. Elements which can be requested using this process include Cost Center, Program, Fund, and Function.

Roles: Area Finance Officer, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: How to Request FDM Elements

Description: How to create an internal service delivery in Workday.

Roles: Internal Service Delivery Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Internal Service Delivery

Description: How to issue an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Issue Asset

Description: How to move a candidate through the job application process in Workday. Review Candidate, Screen, Assess, Interview, Reference Check, Background Check, and Employment Agreement.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Reference Guide

Link to Training Resource: Manage Job Application

Description: How to approve overtime and request overtime on behalf of an employee in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Manage Overtime (Manager)

Description: Initiate employee separation.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Manage Separation

Description: Initiate employee separation.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Manage Separation

Description: This Reference Guide provides information on how to perform the following processes in Workday: Enter and correct time on behalf of an employee, enter leave of absence on behalf of an employee, enter and correct time off on behalf of an employee.

Roles: Timekeeper

Training Type: Reference Guide

Link to Training Resource: Manage Time and Absence Timekeeper

Description: How to approve time off and leave of absence, enter and correct time off and leave of absence on behalf of an employee, and initiate a return from a leave of absence in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Manage Time Off and Leave of Absence on Behalf of an Employee (Manager)

Description: How to add, update, and end union membership for an employee.

Roles: Union Representative

Training Type: Reference Guide

Link to Training Resource: Manage Union Membership

Description: How to access the Workday Inbox and view action items and notifications in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Manage Your Inbox and Notifications

Description: How to view and update personal information in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Modify Your Personal Information

Description: How to complete onboarding activities for new hire and Contingent worker.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: New Hire Onboarding (Employee and Contingent Worker)

Description: How to complete onboarding activities for new hire and Contingent worker.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: New Hire Onboarding (Employee and Contingent Worker)

Description: How to complete onboarding tasks following a change job or add job in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Onboarding - Change Job and Add Job

Description: How to complete onboarding tasks following a change job or add job in Workday.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Onboarding - Change Job and Add Job

Description: How to assign an employee's period activity pay in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Period Activity Pay

Description: How to assign an employee's period activity pay in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Period Activity Pay

Description: This Reference Guide provides information on how to record revenue refunded directly to a bank card in the Workday system

Roles: Customer Billing Specialist

Training Type: Reference Guide

Link to Training Resource: Record Revenue Refunded onto Bank Card

Description: How to refer a candidate for a job, posted both internally and/or externally.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Refer a Candidate

Description: How to register and capitalize an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Register Asset

Description: How to create and maintain the supplier's remit-to connections (where payments should be sent and methods of payment) in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Remit-To Supplier Connection

Description: How to remove an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Remove Asset

Description: How to request and correct time off in the Workday mobile application.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request and Correct Time Off via Workday Mobile (Employee)

Description: How to request and correct time off in the Workday mobile application.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request and Correct Time Off via Workday Mobile (Employee)

Description: How to request and correct time off in the Workday mobile application.

Roles: Appointing Authority, HR Partner

Training Type: Reference Guide

Link to Training Resource: Request and Correct Time Off via Workday Mobile (Employee)

Description: This Reference Guide provides information on how to request and create a non-travel cash advance in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Request and Create Non-Travel Cash Advance

Description: This Reference Guide provides information on how to request and create a non-travel cash advance in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Request and Create Non-Travel Cash Advance

Description: How to request compensation change for employees in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request Compensation Change

Description: How to request compensation change for employees in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Request Compensation Change

Description: This Reference Guide provides information on how to request payout of compensatory time (comp time) off.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Request Compensatory Time Payout - Employee

Description: How to request and approve one-time payment in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request One-Time Payment

Description: How to request and approve one-time payment in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Request One-Time Payment

Description: How to request and approve overtime in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request Overtime

Description: How to request and approve overtime in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request Overtime

Description: How to request and approve overtime in Workday.

Roles: HR Partner, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Request Overtime

Description: How to enter overtime and request it to be converted into compensatory time (comp time) in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Request Overtime to Compensatory Time - Employee

Description: How to enter overtime and request it to be converted into compensatory time (comp time) in Workday.

Roles: Time Approver

Training Type: Reference Guide

Link to Training Resource: Request Overtime to Compensatory Time (Employee)

Description: How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request Work Schedule (Employee)

Description: How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Request Work Schedule (Employee)

Description: How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Request Work Schedule (Employee)

Description: This Reference Guide provides information on how to request a revenue refund in the Workday system.

Roles: Customer Billing Specialist

Training Type: Reference Guide

Link to Training Resource: Revenue Refund Request

Description: This Reference Guide provides information on how to analyze a report, export a report, print a report, and drill down data to meet your specific needs

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Running Workday Reports

Description: This Reference Guide provides information on how to save report prompt filters. It's important to remember that not all reports have the ability to save prompt filters.

Roles: Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Academic Chair/Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Saving Report Prompt Filters

Description: This Reference Guide provides information on how to make temporary schedule edits to an employees assigned schedule.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Schedule Edits

Description: This Reference Guide provides information on how to schedule reports to run on a recurring basis and view the status of scheduled reports.

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Scheduling a Report and Viewing Status

Description: This Reference Guide provides information on approving Finance security access requests in Workday.

Roles: Security Partner

Training Type: Reference Guide

Link to Training Resource: Security Access Request for Finance Role Approver

Description: Guidance on process for Security Partners to request updates to security assignments.

Roles: Security Partner

Training Type: Reference Guide

Link to Training Resource: Security Access Request for Security Partner

Description: How to share an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Share Asset

Description: This Reference Guide provides information on shift differential (shift diff) and how to ensure an eligible employee receives it in Workday. The instructions in this Reference Guide do not pertain to employees who already receive a shift diff allowance.

Roles: Timekeeper, Time Approver, HR Partner

Training Type: Reference Guide

Link to Training Resource: Shift Differential

Description: This Reference Guide provides information on how to sign up, edit, or delete (end) a graduate fee voluntary deduction in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Sign Up for Graduate Fee Voluntary Deductions

Description: This Reference Guide provides information on how to sign up, edit, or delete (end) a graduate fee voluntary deduction in the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Sign Up for Graduate Fee Voluntary Deductions

Description: How to sign up, edit, or delete (end) a voluntary deduction in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Sign Up for Voluntary Deductions

Description: How to submit a resignation in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Submit Resignation (Employee and Contingent Worker)

Description: How to submit a resignation in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Submit Resignation (Employee and Contingent Worker)

Description: How to submit a resignation in Workday.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Submit Resignation (Employee and Contingent Worker)

Description: This Reference Guide provides information on how to set up summer positions and compensation for Academic Faculty who are performing work during the summer months. This includes information on both Faculty Summer Session and faculty summer work.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Summer Faculty Work

Description: This Reference Guide provides information on how to set up summer positions and compensation for Academic Faculty who are performing work during the summer months. This includes information on both Faculty Summer Session and faculty summer work.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Summer Faculty Work

Description: This Reference Guide provides information on how to set up additional compensation for graduate students who are working over the summer months, including Summer Session.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Summer Graduate Work

Description: This Reference Guide provides information on how to set up additional compensation for graduate students who are working over the summer months, including Summer Session.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Summer Graduate Work

Description: How to review supplier accounts: Match exception, make corrections and submit an exception override in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Supplier Accounts Match and Exception Handling

Description: How to request cyclic LWOP time off on behalf of an employee.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: Time and Absence for Cyclic Employees

Description: This Reference Guide provides information on how to get started with Workday and learn about the features that will help you navigate the system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Tools and Navigation

Description: How to transfer an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Transfer Asset

Description: How to transfer assets within department in Workday.

Roles: Business Asset Tracking Specialist, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: Transfer Asset

Description: Learn how to run reports in Workday and about reports available by security role.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Using Workday Reports

Description: Learn how to run reports in Workday and about reports available by security role.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Using Workday Reports

Description: Learn how to run reports in Workday and about reports available by security role.

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Using Workday Reports

Description: How to verify procurement card transactions in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager

Training Type: Reference Guide

Link to Training Resource: Verify Procurement Card Transaction

Description: How to view and change your benefits in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: View and Change Your Benefits

Description: How to complete the following: - Complete Federal Withholding Elections - Complete State and Local Withholding Elections - View and print W-2 Year End Form.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: View and Print W-2 Year End Form

Description: This guide provides information on how to view the position budget in Workday.

Roles: Cost Center Accountant

Training Type: Reference Guide

Link to Training Resource: View Position Budget

Description: How to review time off balances in Workday.

Roles: HR Partner, Time Approver

Training Type: Reference Guide

Link to Training Resource: View Time Off Balances

Description: This Reference Guide provides information on how to view a payslip in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: View Your Payslip

Description: This Reference Guide provides information on how HR Partners assign work location, how Academic Faculty Partners enter Mail Stop information, and where employees can find work address and mail stop information in the Workday system and the WSU Directory.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Work Address and Mail stop

Description: This Reference Guide provides information on how HR Partners assign work location, how Academic Faculty Partners enter Mail Stop information, and where employees can find work address and mail stop information in the Workday system and the WSU Directory.

Roles: Academic Faculty Partner, Employee as Self, HR Partner

Training Type: Reference Guide

Link to Training Resource: Work Address and Mail stop

Description: This course provides an overview of academic appointments in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Academic Chair/Manager, Academic Faculty Partner

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Academic: Academic Appointment

Link to Course Materials: Workday Academic: Academic Appointment Course Materials

Description: This video provides the steps to perform accounting journal reversals in Workday.

Roles: Cost Center Accountant, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Accounting: Accounting Journal Reversal

Description: This course provides information on the accounting journals process and how to create journals, accounting adjustments, and reporting related to financial accounting in Workday. This course includes hands-on activities that will be performed within the

Roles: Cost Center Accountant, Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Accounting: Accounting Journals

Link to Course Materials: Workday Accounting: Accounting Journals Course Materials

Description: This course provides information on the accounting journals process and how to create journals, accounting adjustments, and reporting related to financial accounting in Workday. It is recommended that you take the Workday Foundation Data Model Overview co

Roles: Cost Center Accountant, Grant Manager

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Accounting: Accounting Journals - Recording

Description: This course provides information on how to perform asset registration, issue, transfer, and disposal. It will also cover reporting related to business assets in Workday. This course includes hands-on activities that will be performed within the Workday

Roles: Business Asset Tracking Specialist

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Assets: Asset Accounting

Link to Course Materials: Workday Assets: Asset Accounting Course Materials

Description: This course provides information on how to perform asset registration, issue, transfer, and disposal. It will also cover reporting related to business assets in Workday. It is recommended that you take the Workday Foundation Data Model Overview course pri

Roles: Business Asset Tracking Specialist

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Assets: Asset Accounting - Recording

Description: This instructor-led course provides information on how to manage budget activities in Workday. This course includes hands-on activities that will be performed within the Workday training tenant, which will require the use of Zoom from a laptop or compute

Roles: Cost Center Accountant

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Budgets: Manage Budget

Link to Course Materials: Workday Budgets: Manage Budget Course Materials

Description: This instructor-led course provides information on how to manage budget activities in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Cost Center Accountant

Training Type: Recorded Instructor-Led Training

Duration: 0.75 Hour(s)

Link to Training Resource: Workday Budgets: Manage Budget - Recording

Description: This video provides the steps to change default compensation in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Change Default Compensation

Description: This video provides the steps to change default compensation in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Change Default Compensation

Description: This course provides information on the how to manage compensation including activities such as: reviewing employee compensation plans, packages, salary changes, and salary ranges. This course will also review compensation and staffing business processes.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Compensation: Overview

Link to Course Materials: Workday Compensation: Overview Course Materials

Description: This course provides information on the how to manage compensation including activities such as: Reviewing employee compensation plans, packages, salary changes, and salary ranges. This course will also review compensation and staffing business processes.

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Compensation: Overview - Recording

Description: This video provides the steps to perform period activity pay actions in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Period Activity Pay

Description: This video provides the steps to perform period activity pay actions in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Period Activity Pay

Description: This video provides the steps to request compensation changes in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request Compensation Change

Description: This video provides the steps to request compensation changes in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request Compensation Change

Description: This video provides the steps to request one-time payments in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request One-Time Payment

Description: This course provides information on the customer accounts receivable process in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Customer Billing Specialist

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Contracts and Receivables: Accounts Receivables

Link to Course Materials: Workday Contracts and Receivables: Accounts Receivables Course Materials

Description: This course provides information on the customer accounts receivable process in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Customer Billing Specialist

Training Type: Recorded Instructor-Led Training

Duration: 0.5 Hour(s)

Link to Training Resource: Workday Contracts and Receivables: Accounts Receivables - Recording

Description: This instructor-led practice lab provides information on how to create and maintain customer contracts in Workday. This course includes hands-on activities that will be performed within the Workday training tenant, which will require the use of Zoom from

Roles: Customer Contract Specialist

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Contracts: Create Customer Contract

Link to Course Materials: Workday Contracts: Create Customer Contract Course Materials

Description: This instructor-led course provides information on the gifts process in Workday. It introduces new terminology and roles, gives an overview of gifts administration at WSU, and highlights key changes for departments. This course includes hands-on activit

Roles: Gift Manager

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Endowments: Gifts and Endowments

Link to Course Materials: Workday Endowments: Gifts and Endowments Course Materials

Description: This instructor-led course provides information on the gifts process in Workday. It introduces new terminology and roles, gives an overview of gifts administration at WSU, and highlights key changes for departments. It is recommended that you take the Wor

Roles: Gift Manager

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Endowments: Gifts and Endowments - Recording

Description: This instructor-led course provides information on the activities performed by financial approvers in Workday.

Roles: Cost Center Manager, Gift Manager, Program Manager, Area Finance Officer

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Finance: Approving Transactions

Link to Course Materials: Workday Finance: Approving Transactions Course Materials

Description: This instructor-led course provides information on the activities performed by financial approvers in Workday.

Roles: Area Finance Officer, Cost Center Manager, Gift Manager, Program Manager

Training Type: Recorded Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Finance: Approving Transactions - Recording

Description: How to access Workday via Mobile Device.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Workday for Mobile Devices

Description: This online micro-learning course provides information on the Workday Foundation Data Model (FDM) dimensions and how to run financial reports in Workday.

Roles: Grant Manager, Internal Service Delivery Data Entry Specialist, Procurement Card Data Entry Specialist, , Area Finance Officer, Business Asset Tracking Specialist, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Program Manager, Supplier Contract Specialist - Delegate Authority

Training Type: Micro-Learning

Link to Training Resource: Workday Foundation Data Model Overview

Description: This video will show you how to route an effort certification in Workday.

Roles: Effort Certification Reviewer

Training Type: Micro-Learning

Link to Training Resource: Workday Grants: Effort Certification for Effort Certification Reviewer

Description: This video will show you how to certify effort in Workday.

Roles: Principal Investigator

Training Type: Micro-Learning

Link to Training Resource: Workday Grants: Effort Certification for Faculty or Grant Principal Investigator

Description: This instructor-led course provides a basic overview of the grants management process from award creation and management to award billing and reporting in Workday.

Roles: Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Grants: Overview

Link to Course Materials: Workday Grants: Overview Course Materials

Description: This instructor-led course provides a basic overview of the grants management process from award creation and management to award billing and reporting in Workday.

Roles: Grant Manager

Training Type: Recorded Instructor-Led Training

Duration: 1.25 Hour(s)

Link to Training Resource: Workday Grants: Overview - Recording

Description: This course provides information on the award and grants process in Workday and how to review/approve grants-related financial transactions. This course includes hands-on activities that will be performed within the Workday training tenant, which will r

Roles: Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Grants: Post-Award Research Administration

Link to Course Materials: Workday Grants: Post-Award Research Administration Course Materials

Description: This course provides information on the award and grants process in Workday and how to review/approve grants-related financial transactions. It is recommended that you take the Workday Grants: Overview course to maximize your learning experience.

Roles: Grant Manager

Training Type: Recorded Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Grants: Post-Award Research Administration - Recording

Description: This course provides an overview of the Human Resource (HR) functionality in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Timekeeper

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday HR: Overview and Key Concepts

Link to Course Materials: Workday HR: Overview and Key Concepts Course Materials

Description: This video provides the steps to add costing allocations (salary distribution) in Workday.

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Payroll: Assign Costing Allocation

Description: This video provides the steps to create a Payroll Accounting Adjustment in Workday.

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Payroll: Create Payroll Accounting Adjustments

Description: This instructor-led course provides information on how to assign costing allocations and create payroll accounting adjustments in Workday. It is recommended that you take the Workday Foundation Data Model Overview course and Workday Payroll: Create Payrol

Roles: Appointing Authority, Cost Center Accountant, Cost Center Manager, Grant Manager, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Payroll: Payroll Accounting

Link to Course Materials: Workday Payroll: Payroll Accounting Course Materials

Description: This instructor-led course provides information on how to assign costing allocations and create payroll accounting adjustments in Workday. It is recommended that you take the Workday Foundation Data Model Overview course and Workday Payroll: Create Payrol

Roles: Appointing Authority, Cost Center Accountant, Cost Center Manager, Grant Manager, HR Partner

Training Type: Recorded Instructor-Led Training

Duration: 0.5 Hour(s)

Link to Training Resource: Workday Payroll: Payroll Accounting - Recording

Description: This course provides information on the procurement process and how to create and maintain supplier contracts in Workday. This course includes hands-on activities that will be performed within the Workday training tenant, which will require the use of Z

Roles: Supplier Contract Specialist - Delegate Authority

Training Type: Virtual Instructor-Led Training

Link to Training Resource: Workday Procurement: Create and Maintain Supplier Contracts

Link to Course Materials: Workday Procurement: Create and Maintain Supplier Contracts Course Materials

Description: This course provides information on the procurement process and how to create and maintain supplier contracts in Workday. It is recommended that you take the Workday Procurement: Overview course prior to taking this course to maximize your learning experi

Roles: Supplier Contract Specialist - Delegate Authority

Training Type: Recorded Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Procurement: Create and Maintain Supplier Contracts - Recording

Description: This course provides information on how to perform sourcing activities like purchase items, requisitions, purchase orders, and receipts using Workday. This course includes hands-on activities that will be performed within the Workday training tenant, whi

Roles: Departmental Buyer

Training Type: Virtual Instructor-Led Training

Duration: 3.5 Hour(s)

Link to Training Resource: Workday Procurement: Maintain Requisitions and Purchase Orders

Link to Course Materials: Workday Procurement: Maintain Requisitions and Purchase Orders Course Materials

Description: This course provides information on how to perform sourcing activities like purchase items, requisitions, purchase orders, and receipts using Workday. It is recommended that you take the Workday Procurement: Overview course prior to taking this course to

Roles: Departmental Buyer

Training Type: Recorded Instructor-Led Training

Duration: 3 Hour(s)

Link to Training Resource: Workday Procurement: Maintain Requisitions and Purchase Orders - Recording

Description: This online micro-learning course provides information on the procurement process to create requisitions, create receipts, and initiate a return in Workday.

Roles: Cost Center Manager, Departmental Buyer, Gift Manager, Grant Manager, Principal Investigator

Training Type: Micro-Learning

Link to Training Resource: Workday Procurement: Overview

Description: This instructor-led course provides information on how to review and approve P-Card reconciliations for cardholders in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your

Roles: Procurement Card Data Entry Specialist

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Procurement: Verify Procurement Card Transaction

Link to Course Materials: Workday Procurement: Verify Procurement Card Transaction Course Materials

Description: This instructor-led course provides information on how to review and approve P-Card reconciliations for cardholders in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your

Roles: Procurement Card Data Entry Specialist

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Procurement: Verify Procurement Card Transaction - Recording

Description: This video provides the steps to move a candidate through the job application process in Workday: Review candidate, screen, assess, interview, reference check, background check, and employment agreement.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Micro-Learning

Link to Training Resource: Workday Recruiting: Job Application

Description: This course provides information on the recruitment process and how to create job requisitions (recruitments) and review applicants for jobs and positions in Workday. This course includes hands-on activities that will be performed within the Workday trai

Roles: Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Virtual Instructor-Led Training

Duration: 3 Hour(s)

Link to Training Resource: Workday Recruiting: Overview

Link to Course Materials: Workday Recruiting: Overview Course Materials

Description: This course provides information on the recruitment process and how to create job requisitions (recruitments) and review applicants for jobs and positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maxim

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Recruiting: Overview - Recording

Description: This course provides information on the recruitment process and how to create job requisitions (recruitments) and review applicants for jobs and positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maxim

Roles: Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Recruiting: Overview - Recording

Description: This virtual Instructor led training will provide basic information on how to access and navigate the Workday reporting tool, including finding and running reports, setting preferences, and other basic functionality. Note: This training will not cover in-depth reporting data by functional area

Roles: Academic Faculty Partner

Training Type: Virtual Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Reporting Basics

Link to Course Materials: Workday Reporting Basics Course Materials

Description: This virtual Instructor led training will provide basic information on how to access and navigate the Workday reporting tool, including finding and running reports, setting preferences, and other basic functionality. Note: This training will not cover in-depth reporting data by functional area.

Roles: Academic Chair/Manager

Training Type: Virtual Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Reporting Basics

Link to Course Materials: Workday Reporting Basics Course Materials

Description: This video provides the steps how complete the I-9 form in Workday.

Roles: HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Complete Form I-9 Section 3

Description: This course provides information on how to create positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Staffing: Create Position

Link to Course Materials: Workday Staffing: Create Position Course Materials

Description: This course provides information on how to manage job assignments and change jobs in Workday. This course includes hands-on activities that will be performed within the Workday training tenant, which will require the use of Zoom from a laptop or compute

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 3.5 Hour(s)

Link to Training Resource: Workday Staffing: Employee Lifecycle

Link to Course Materials: Workday Staffing: Employee Lifecycle Course Materials

Description: This course provides information on how to manage job assignments and change jobs in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Staffing: Employee Lifecycle - Recording

Description: This course provides information on how to manage job assignments and change jobs in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Staffing: Employee Lifecycle - Recording

Description: This video provides the steps to perform onboarding setup.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Onboarding Setup

Description: This video provides the steps to perform onboarding setup.

Roles: HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Onboarding Setup

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence

Link to Course Materials: Workday Time and Absence Course Materials

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course prior to taking this course to maximize your learning experience.

Roles: Employee as Self, Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence - Recording

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course prior to taking this course to maximize your learning experience.

Roles: Employee as Self, Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence - Recording

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course prior to taking this course to maximize your learning experience.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence - Recording

Description: This video provides the steps for managers to correct employee time off requests in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Correct Time Off (Manager)

Description: This video provides the steps to enter and correct time in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter and Correct Time (Employee)

Description: This video provides the steps to enter and correct time in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter and Correct Time (Employee)

Description: This video provides the steps to enter and correct time in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter and Correct Time (Employee)

Description: This video provides the steps for managers to process employee requests for time off in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter Time Off (Manager)

Description: This video provides the steps for employees to request a leave of absence in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Request a Leave of Absence (Employee)

Description: This video provides the steps for employees to request and correct time off in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Request and Correct Time Off (Employee)

Description: This video provides information on how to create spend authorizations in Workday.

Roles: Expense Data Entry Specialist, Principal Investigator

Training Type: Micro-Learning

Link to Training Resource: Workday Travel and Expenses: Create Spend Authorizations

Description: This instructor-led course provides information for employees on the travel expense process and how to create spend authorizations and expense reports in Workday. This course includes hands-on activities that will be performed within the Workday trainin

Roles: Expense Data Entry Specialist

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Travel and Expenses: Manage Travel and Reimbursements

Link to Course Materials: Workday Travel and Expenses: Manage Travel and Reimbursements Course Materials

Description: This instructor-led course provides information for employees on the travel expense process and how to create spend authorizations and expense reports in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to m

Roles: Expense Data Entry Specialist

Training Type: Recorded Instructor-Led Training

Duration: 1 Hour(s)

Link to Training Resource: Workday Travel and Expenses: Manage Travel and Reimbursements - Recording