UVA Finance Professional Development & Training Request Form QRG

Updated November 2023

UVAFinance Professional Development & Training Request Form Overview

This Quick Reference Guide (QRG) is designed to walk through the steps to fill out the UVAFinance Professional Development & Training Request Form.

Document & Steps

1. Click on the UVAFinance Professional Development & Training Request form to open the form.

Employee name, Email address, Department, and UVA Computing ID will default.

2. For the Professional Development Request Title field, enter the name of the event, including sponsor of the event, if applicable (e.g., Workday Rising Conference, NACUBO Annual Meeting, etc.)
3. For the Professional Development Type field, select the type of professional development opportunity from the dropdown list.

Note: If you are requesting to enroll in a course or certification program in the Workday Learning Center that requires the use of credits, select WD Learning Center Credits.

4. For the Training Location field, select Virtual/Online, Virginia, National, or International from the dropdown list. If the opportunity will involve travel, enter additional information about the location in the description field.
5. For the question Are you an Organizer or Presenter? Select Yes or No.

6. For the When do you need a decision? field, enter the date a decision needs to be made. Keep in mind registration deadlines, course start dates, etc.
7. For the Event/Training Start Date field, enter the start date. For self-paced programs, enter the estimated date you plan to start.
8. For the Event/Training End Date field, enter the end date. For self-paced programs, enter the estimated completion date.

9. For the Registration Fee/Cost of Event field, enter the cost of the course, certification, conference, etc.

Note: For courses/certifications using Workday Learning Center Credits, leave this blank and enter 0.

10. For the Portion covered by UVA Educational Benefit (if any) field, enter the amount (if any) you intend to cover with the centrally funded UVA Education Benefit.

11. For the Travel Costs field, select Yes or No. If you select Yes, you will see the additional fields for estimated travel costs.
12. For the Transportation field, Enter the estimated cost for travel (air or rail fare, or cost of mileage if driving. Transportation costs may be entered if local if the location is further than the miles of your normal commute.) 
13. For the Lodging Costs field, enter the estimated cost for lodging.
14. For the Per Diem Cost field, enter the estimated cost per diem.
15. For the field marked Other Expenses, enter an estimate for any other anticipated expenses.
16. For the Description & Justification field, enter a brief description of the event, and your purpose requesting participation.

17. When completed, click Submit.