Workday Finance Training

Workday Financials Training

All training is role-based. If you have requested a Workday Finance role, you will be assigned the training for that role and will be able to find it in the “Required for You” section of Workday Learning. If you do not see it or if you want to complete the training prior to or when you submit a request for a role, you may search for the training for the role as listed below and enroll.

Requesting Finance Security Roles

To request access to a Workday Finance Security Role, log in to Workday and choose System Access Requests. Not sure what training is required or recommended? Check out our Security Roles & Training list.

You’ll also be able to access help right at the point where you're working in the system through Workday Digital Assist (WDA).

Training Registration and Resources

Below you'll find lists of the available training along with Quick Reference Guides and Course Slides (as they are made available). Access this Workday Financials Self-Paced Training Cheat Sheet for a summary of the content covered in each course and the security role(s) for whom each course is intended. The Cheat Sheet includes links to the courses and related course materials.

Time with a Trainer

To schedule a meeting, please click on the link below that corresponds with the functional area and follow the instructions to schedule the meeting. You will receive an email confirmation immediately. Be sure to click on the button (in the confirmation email) to add the meeting to your calendar.

Account Certification, Accounting Journals, Accounting Adjustments, Customer Accounts, Internal Service Delivery (ISD) or Ad Hoc Bank Transactions (AHBT): https://calendly.com/workdayfinancehelp4/danielle-hancock
Purchase Requisitions, Purchase Orders, Supplier Invoice Requests, or Invoices: https://calendly.com/workdayfinancehelp1/jack-jensen
Payroll Costing Allocations, Payroll Accounting Adjustments, or HCM Subtasks for Payroll Costing: https://calendly.com/workdayfinancehelp1/jack-jensen
Expense Reports or Gift Requests: https://calendly.com/workdayfinancehelp3/linda-leshowitz

Workday General (Course Registration, Transactions, Functionality, Navigation, Delegation)

Access Self-Paced Training

Access Course Slides

Delegation Overview and Best Practices

Workday Release 2 Changes at a Glance

Workday-Oracle Crosswalk

Function Worktags and Descriptions

QRGs:

Approve Workday Transactions

Change My Workspace and "Deliver To" Location

Delegate Workday Transactions

Cancel Delegation

Tagging Users (in Activity Stream) and Commenting on Transactions

Workday FIN Security FAQ

Workday Navigation

Workday System Access Request

Introduction to Workday Financials

Access Course Slides

Video Demonstrations

FDM Reference Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/0YD8zlgO29I.jpg?itok=FGiCK86r","video_url":"https://youtu.be/0YD8zlgO29I","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Financials Journal: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/YV0UAYv07TQ.jpg?itok=zjXJmkZk","video_url":"https://youtu.be/YV0UAYv07TQ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Workday Reporting

Access Course Slides

Access Self-Paced Training

Workday Reporting Overview

A Day in the Life of a Fiscal Administrator

QRGs:

Fiscal Admin Dashboard

Grant Admin Dashboard

Reporting Functionality in Workday

UBI and Workday Reports Inventory

UBI to Workday Reports Crosswalk

UBI Analytics (Qlik Sense) Resources (requires Data & Analytics Teams membership, click the link to request access)

Expendable Fund Balance QRG

Video Demonstrations

Filter Within a Report (Workday): {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/m6sxcNEL9Ok.jpg?itok=V_XSoBWL","video_url":"https://youtu.be/m6sxcNEL9Ok","settings":{"responsive":1,"width":"854","height":"480","autoplay":1},"settings_summary":["Embedded Video (Responsive)."]}
Format a Report and Other Functions Using the Report Icons (Workday): {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/dn9BA-OYRrQ.jpg?itok=L8gU2PKs","video_url":"https://youtu.be/dn9BA-OYRrQ","settings":{"responsive":1,"width":"854","height":"480","autoplay":1},"settings_summary":["Embedded Video (Responsive)."]}
Select and Save Filters (Workday): {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/RiCnyT1yTHU.jpg?itok=dO1q0Uhh","video_url":"https://youtu.be/RiCnyT1yTHU","settings":{"responsive":1,"width":"854","height":"480","autoplay":1},"settings_summary":["Embedded Video (Responsive)."]}
Using the Period Type & As Of Period Fields (UBI): {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/8c2GgMuh2xk.jpg?itok=9mnzBzbX","video_url":"https://youtu.be/8c2GgMuh2xk","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Using the Journal Lines Apps Templates (UBI): {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/LLz5tcImOHk.jpg?itok=6_PqMGFV","video_url":"https://youtu.be/LLz5tcImOHk","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Account Certification

New: Work Early on November 2022 Account Certification (MFS issue)

Access Slides: Account Certification - Policy and Procedure

Access Slides: Account Certification - Workday Process

Access Self-Paced Training

Reviewing the Nov. and Dec. 2022 Account Certifications

QRGs:

Account Certification FAQs

Prepare or Approve Account Certification

Attaching Documentation on Supplier Invoices

Request Account Certification Reassignment

Video Demonstrations

Account Certifications Approver: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/kxSdJ_ZyEsY.jpg?itok=h9SGSfTI","video_url":"https://www.youtube.com/watch?v=kxSdJ_ZyEsY","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Account Certifications Preparer: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/rxTq7gJg_0o.jpg?itok=-lxH9lQp","video_url":"https://youtu.be/rxTq7gJg_0o","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Account Certification Variance: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/ZPamgEm91k0.jpg?itok=yf1-hx7P","video_url":"https://youtu.be/ZPamgEm91k0","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Accounting Journals and Accounting Adjustments (Accountant)

Access Course Slides

Access Self-Paced Training

Accounting Cheat Sheet

QRGs:

Create Accounting Journal

Create Accounting Journal Bulk Upload

Edit, Copy, and Cancel Accounting Journal

Perform Accounting Adjustment

Reverse Accounting Journal

Video Demonstrations

Accounting Journals Bulk Load: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/RTDmrICfi9U.jpg?itok=szCmk5kb","video_url":"https://www.youtube.com/watch?v=RTDmrICfi9U","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Accounting Journals Manual Load: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/9KIls_hPtI0.jpg?itok=TBbuzh1J","video_url":"https://www.youtube.com/watch?v=9KIls_hPtI0 ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Reverse Accounting Journal: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/-bxFHNNo00g.jpg?itok=ODXnhaXB","video_url":"https://www.youtube.com/watch?v=-bxFHNNo00g ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
View and Edit Accounting Journal: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/fgCJjWm5thY.jpg?itok=mFT-NM02","video_url":"https://youtu.be/fgCJjWm5thY ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Accounting Adjustment: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/mGyebFiJ3M0.jpg?itok=CTCbnhKO","video_url":"https://www.youtube.com/watch?v=mGyebFiJ3M0","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Financial Reporting & Accounting: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/1ondEerXnuA.jpg?itok=q7KbGsGw","video_url":"https://youtu.be/1ondEerXnuA","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Ad Hoc Bank Transactions (Cost Center Specialist)

Access Course Slides

Access Self-Paced Training

QRGs:

Review Ad Hoc Bank Transaction

Video Demonstrations

Department Deposit: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/aOQsCoiuawI.jpg?itok=xRWbkqB2","video_url":"https://www.youtube.com/watch?v=aOQsCoiuawI","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Merchant Account: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/VOdq6HDXn5Y.jpg?itok=oePM68KH","video_url":"https://www.youtube.com/watch?v=VOdq6HDXn5Y","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Expenditure Credit: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/AT2Aa9_juNc.jpg?itok=yDvp4Lap","video_url":"https://youtu.be/AT2Aa9_juNc","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Approving Workday Transactions (Cost Center Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Approve Workday Transactions - CC Manager

Budget/Adaptive

Access Course Slides

Adaptive Planning: Quick Tips

Self-Paced Training:

Introduction to Budgeting in Adaptive Planning

Adaptive Updates and Reminders

QRGs:

Create Adaptive Seeding Entry for New Cost Center

Navigating in Adaptive Reports

Navigating in Adaptive Sheets

Customer Accounts (Customer Billing Specialist/Customer Contract Specialist)

Access Course Slides

Access Self-Paced Training

Customer QRGs:

Add/Edit Customer Contacts

Adjust Customer Invoice

Change Customer Summary

Create Customer

Create Customer Invoice

Create, Print, and Email Consolidated Customer Invoice

Manage Document Delivery

Print and Email Customer Invoice

Print and Email Customer Statements

Set Up Customer Portal Accounts

Customer Contracts QRGs:

Amend Customer Contract

Create Customer Contract

Create Customer Invoices for Billing Installments

Creating Billing Schedule for Customer Contract

Schedule Create Billing Schedule for Customer Contracts QRG

Video Demonstrations

Customer Invoice Adjustment: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/S3_6LqsuwC0.jpg?itok=USd_TS9z","video_url":"https://www.youtube.com/watch?v=S3_6LqsuwC0","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Customer Portal: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/AhVvgsW2sz0.jpg?itok=4prLmb8X","video_url":"https://www.youtube.com/watch?v=AhVvgsW2sz0","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Edit Customer and Change Customer Survey: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/cEhI5GKz82Q.jpg?itok=jJYq0LGQ","video_url":"https://youtu.be/cEhI5GKz82Q","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Print and Email Consolidated Customer Invoice Statement: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/qV4yGjwOKOI.jpg?itok=WNENzmKc","video_url":"https://www.youtube.com/watch?v=qV4yGjwOKOI","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Print and Email Customer Invoice: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/eEHEn6dulkw.jpg?itok=7Mh2Zgtc","video_url":"https://www.youtube.com/watch?v=eEHEn6dulkw","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Print and Email Customer Statement: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/jOvVcDtinXU.jpg?itok=x3BNmtBi","video_url":"https://www.youtube.com/watch?v=jOvVcDtinXU","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Customer Accounts Refund: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/5hYpk7F4qGM.jpg?itok=eJwLSgpS","video_url":"https://www.youtube.com/watch?v=5hYpk7F4qGM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Add Customer Contact and Manage Document Delivery: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/jjQ90cgAJuY.jpg?itok=7FL3hAwA","video_url":"https://www.youtube.com/watch?v=jjQ90cgAJuY","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create a Customer: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/pHHn206VCyM.jpg?itok=M16kgNCN","video_url":"https://www.youtube.com/watch?v=pHHn206VCyM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create a Customer Invoice: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/GKBr6qtCmUw.jpg?itok=6QFSN3r8","video_url":"https://www.youtube.com/watch?v=GKBr6qtCmUw","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Credit and Re-bill: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/SrvgckUvePA.jpg?itok=Flke2tTJ","video_url":"https://www.youtube.com/watch?v=SrvgckUvePA","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Expense Reports (Expense Data Entry Specialist)

Access Course Slides

Access Self-Paced Training

Expense Item Descriptions

Expense Report Approval Chart

QRGs:

Approve Expense Reports

Create Expense Report

Create Expense Report in Workday Mobile Application

Create Spend Authorization

Download and Print Expense Report

View, Edit, Change and Cancel Expense Reports

Expense Reports (Expense Support Specialist, Employee as Self)

Access Self-Paced Training

QRGs:

Approve Expense Reports

Approve Supplier Invoice Request for Non-Employees

Create Expense Report

Create Expense Report in Workday Mobile Application

Create Spend Authorization

Download and Print Expense Report

View, Edit, Change and Cancel Expense Reports

Video Demonstrations

Change Expense Reports: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/QD2H7h-TWj8.jpg?itok=UockyuQj","video_url":"https://youtu.be/QD2H7h-TWj8","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create Expense Report and TE Transaction: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/0sQEU4yBusQ.jpg?itok=nz3ujeVX","video_url":"https://youtu.be/0sQEU4yBusQ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create Expense Report Reimbursement: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/ejhdAFSIQvI.jpg?itok=FqhAWFdR","video_url":"https://www.youtube.com/watch?v=ejhdAFSIQvI","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create Spend Authorization: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/aFgzmnUST2I.jpg?itok=YFyHbl3q","video_url":"https://www.youtube.com/watch?v=aFgzmnUST2I","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Edit Expense Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/vM-Pja_Jj74.jpg?itok=3VjBzcab","video_url":"https://youtu.be/vM-Pja_Jj74","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
View Expense Reports: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/oMHyTQca7_k.jpg?itok=GElAhqjg","video_url":"https://youtu.be/oMHyTQca7_k","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Cancel Expense Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/5o6KEBhITcs.jpg?itok=UyAHki2s","video_url":"https://youtu.be/5o6KEBhITcs","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Gift Creation (Unit Gift Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Create Gift Request

Video Demonstrations

View Gift Reports: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/1raxpbJnUkM.jpg?itok=omhe178E","video_url":"https://youtu.be/1raxpbJnUkM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create Gift Request: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/o6IMVISbrtA.jpg?itok=mIczvvsH","video_url":"https://youtu.be/o6IMVISbrtA","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Review Gift Requests: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/vGrYTFf78ZM.jpg?itok=YbJiJIwX","video_url":"https://youtu.be/vGrYTFf78ZM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Grants Management (Grants Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Award Tasks

Create Budget Amendment for Organization

Grant Admin Dashboard

Video Demonstrations

View and Complete Award Tasks: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/1Nl5Vagq9ms.jpg?itok=ebsyRmvO","video_url":"https://youtu.be/1Nl5Vagq9ms","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
View Award and Award Line: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/g88ej-wVrh0.jpg?itok=oUA5LaIe","video_url":"https://youtu.be/g88ej-wVrh0","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create Budget Amendment for Organization: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/Vuqk_RKftuM.jpg?itok=Ar9ZNyi8","video_url":"https://youtu.be/Vuqk_RKftuM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Sub-Award Supplier Invoice: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/M1-ASagBevs.jpg?itok=MDsByvO6","video_url":"https://www.youtube.com/watch?v=M1-ASagBevs","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Internal Service Delivery (Internal Service Delivery Data Entry Specialist)

Access Course Slides

Access Self-Paced Training

ISP and Internal Catalog Request Template

QRGs:

Add Catalog Load Item

Change Internal Service Delivery

Create Bulk ISD Upload

Create Internal Service Delivery

Edit Existing Catalog Item

Request Cancellation of Existing ISD

Video Demonstrations

Add a Catalog Item: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/zs0yfrpYOtE.jpg?itok=TK10ZiNp","video_url":"https://www.youtube.com/watch?v=zs0yfrpYOtE","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Update or Edit Existing Catalog Item: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/upsDqnOK_bI.jpg?itok=KmbqpFHH","video_url":"https://youtu.be/upsDqnOK_bI ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Request to Cancel on ISD: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/hB6UhJqObys.jpg?itok=LJQ__gO7","video_url":"https://youtu.be/hB6UhJqObys ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Create ISD: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/h9ZgI08C6VA.jpg?itok=BJOGBmuB","video_url":"https://youtu.be/h9ZgI08C6VA","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Change ISD: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/O7tfR3WwG3w.jpg?itok=5S0r2G_s","video_url":"https://youtu.be/O7tfR3WwG3w","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Payroll Accounting- Costing Allocation (Payroll Costing Specialist & Payroll Costing Manager)

Access Course Slides

Payroll Costing FAQs

QRGs:

Assign Costing Allocation

Assign Costing Allocation for Temp Service Fee

Assign Costing Allocation: Federal Work Study

Find Payroll Costing Allocation Details from Worker History

Request Costing Allocation for Oneself

Video Demonstrations

Request Costing Allocation for Oneself: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/YH5EoakKzuQ.jpg?itok=HmuP7vKY","video_url":"https://youtu.be/YH5EoakKzuQ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Maintain Costing Allocation: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/E1KP8wTOEHE.jpg?itok=AKMSiJiW","video_url":"https://youtu.be/E1KP8wTOEHE","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Assign Costing Allocation FWS: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/JM77oBcmrHU.jpg?itok=E9I1eZ_E","video_url":"https://youtu.be/JM77oBcmrHU","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Worker Position Earning: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/-iaXqRTKf9U.jpg?itok=TOx45dIJ","video_url":"https://youtu.be/-iaXqRTKf9U","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Payroll Accounting Adjustments (Payroll Accounting Adjustment Specialist)

Access Course Slides

Access Self-Paced Training: Payroll Accounting Adjustments Learning Program

Access Self-Paced Training: Payroll Accounting Adjustments

Historical Payroll Accounting Adjustments - Expenditure Type and Fringe Rate Crosswalk

Payroll Costing FAQs (includes a Q&A on adjustments)

Pulling up an employee for a Payroll Accounting Adjustment Q&A

QRGs:

Create Historical Payroll Accounting Adjustment

Create Payroll Accounting Adjustment

Find/Edit Historical Payroll Accounting Adjustment

Request Payroll Accounting Adjustment

Video Demonstrations

Payroll Accounting Adjustments: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/-lA_lWJL1vM.jpg?itok=mI70P8Fb","video_url":"https://youtu.be/-lA_lWJL1vM","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Payroll Accounting Adjustments for Grants: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/iqUYUOLTYnE.jpg?itok=BXz0GxaW","video_url":"https://youtu.be/iqUYUOLTYnE","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Payroll Accounting Adjustments for Oneself: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/namytGX25qw.jpg?itok=Y9vwQizG","video_url":"https://youtu.be/namytGX25qw","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Historical Payroll Accounting Adjustment: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/W3qBAeOYb0Q.jpg?itok=GCPU64jC","video_url":"https://youtu.be/W3qBAeOYb0Q","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Payroll Accounting- HCM Subtasks (Payroll Costing Manager)

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Access Self-Paced Training

QRGs:

Costing Allocation for Hire, Add Job, Change Job

Review One-Time Payment

Review Period Activity Pay

Video Demonstrations

Inbox Task: Costing Allocation for Add Job: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/lKWCMfe3e_o.jpg?itok=6pyBurlG","video_url":"https://youtu.be/lKWCMfe3e_o","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Inbox Task: Assign Costing for Period Activity Pay: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/S9Ur3OYOMlU.jpg?itok=e8lWT2qf","video_url":"https://youtu.be/S9Ur3OYOMlU","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Inbox Task: Assign Costing for One-Time Payment: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/m9UgbdCxlp4.jpg?itok=Bg-8U34e","video_url":"https://youtu.be/m9UgbdCxlp4","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Petty Cash Account Replenishment (Petty Custodian)

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Access Self-Paced Training

QRGs:

Create Miscellaneous Payment Request

Video Demonstrations

Miscellaneous Payment Request Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/x5d9SlWnNew.jpg?itok=9AkKZizs","video_url":"https://youtu.be/x5d9SlWnNew","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Miscellaneous Payment Request: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/YQqAtKkRYGc.jpg?itok=rCyvGWze","video_url":"https://www.youtube.com/watch?v=YQqAtKkRYGc","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Purchase Requisitions, Purchase Orders, and Supplier Invoice Requests (Procurement Shopper, P2P Requisitioner)

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Access Self-Paced Training

QRGs:

Act on Assigned Cart

Attaching Documentation on Supplier Invoices

Cancel, Copy, & Edit Supplier Invoice Request

Change My Work Space and "Deliver To" Location

Contract Requests

Create and Assign Cart

Change Purchase Order

Closing Purchase Orders

Create Purchase Requisition

Create A Non-Catalog Purchase Request (Effective on Nov. 21, 2022)

Create A Non-Catalog Requisition Template

Create Recurring Supplier Invoice Request

Create Requisition Worktags Template

Create Supplier Invoice Request

Allowable Categories for Creating a Supplier Invoice Request

Find Original Requester on Converted PO

Find and View Payment Status for Supplier Invoice

Find Supplier Information in Workday

Foreign Wire PO

Match Exceptions FAQ

Match Exception Investigation and Correction

Print Purchase Order

Submitting Reimbursements for Non-Employees

Supplier Invoice Approval

Supplier Invoice Request Approval for Non-Employees

Video Demonstrations

Supplier Invoice Approval: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/6s41XF-yNnc.jpg?itok=QGahWSIt","video_url":"https://www.youtube.com/watch?v=6s41XF-yNnc","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Create a Supplier Invoice Request: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/zJ9P4cRwCqI.jpg?itok=AxoUR4XW","video_url":"https://www.youtube.com/watch?v=zJ9P4cRwCqI","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Create a Requisitions Worktag Template: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/D0iDi9BTKlQ.jpg?itok=ansAFbnb","video_url":"https://www.youtube.com/watch?v=D0iDi9BTKlQ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Create a Purchase Requisition: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/UUCIJXzgBHY.jpg?itok=KM06Roy7","video_url":"https://www.youtube.com/watch?v=UUCIJXzgBHY","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Change Requisition through My Requisition Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/Y7xUZMlU2Qg.jpg?itok=M7c2F3uO","video_url":"https://www.youtube.com/watch?v=Y7xUZMlU2Qg ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Change Purchase Order: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/VU7YhGMDCu8.jpg?itok=XlpVUbV5","video_url":"https://www.youtube.com/watch?v=VU7YhGMDCu8 ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Cancel, Copy, and Edit a Supplier Invoice Request: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/NhjGyc1h0Us.jpg?itok=rTogfr8u","video_url":"https://www.youtube.com/watch?v=NhjGyc1h0Us ","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Procurement Shopper: Act on an Assigned Cart: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/nZdgz4eAyeo.jpg?itok=IuIFEZcI","video_url":"https://www.youtube.com/watch?v=nZdgz4eAyeo","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Purchase Requisitions (Employee As Self)

Access Course Slides

Access Self-Paced Training

QRGs:

Create and Assign Cart

Supplier Invoice Approval

Video Demonstrations

Employee As Self: Create and Assign Cart: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/LVZLlmiaX3g.jpg?itok=lo3zM3t_","video_url":"https://youtu.be/LVZLlmiaX3g","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Employee As Self: Supplier Invoice Approval: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/N3862hM9lhk.jpg?itok=eULqqRWS","video_url":"https://www.youtube.com/watch?v=N3862hM9lhk","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}
Employee As Self: Requisition Report: {"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/FbNvQvn_Sno.jpg?itok=OMNiGXlk","video_url":"https://www.youtube.com/watch?v=FbNvQvn_Sno","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Multi-Funding Source (Projects) Manager

Access Course Slides

QRGS:

MFS Project Funding Set Up QRG

Reprocessing Project Transactions QRG

Video from April 2023 Class

{"preview_thumbnail":"/sites/uvafinance/files/styles/video_embed_wysiwyg_preview/public/video_thumbnails/guycOIaN4Pk.jpg?itok=YekuYVGH","video_url":"https://youtu.be/guycOIaN4Pk","settings":{"responsive":1,"width":"854","height":"480","autoplay":0},"settings_summary":["Embedded Video (Responsive)."]}

Workday Finance Training

Workday Financials Training

Requesting Finance Security Roles

Training Registration and Resources

Time with a Trainer

For help with:

Access Course Slides

Video Demonstrations

Video Demonstrations

New: Work Early on November 2022 Account Certification (MFS issue)

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations

Video Demonstrations