September drop-in office hours for discussions related to Workday Financials.
Workday Reporting provides real time, drillable data where you can have everything in one place. There are various types of reports that you can in order to find the information that you need. As you navigate through reports, check out the following resources and information to help set you up for success!
Please use the attached COI form as indicated in the policy.
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Oracle to Workday terms crosswalk on the Business Terms site: https://terms.uvafinance.virginia.edu/sites/g/files/jsddwu856/files/2022-04/Workday-Oracle%20Crosswalk%20Slides.pdf
Slides for the Account Certification in Workday course.
These slides cover details associated with Adaptive Planning and Workday.
This Quick Reference Guide (QRG) is designed to walk users through basic navigation in Adaptive Planning’s Reports.
This Quick Reference Guide (QRG) is designed to walk users through basic navigation in Adaptive Planning Sheets.
These slides cover the basics of Workday reports, dashboards and worklets in Workday, how to access reports and dashboards in Workday, and how to identify the various functionalities of reports and dashboards
This Quick Reference Guide (QRG) is designed to walk a Cost Center (CC) Manager through the approval process in Workday. By the end of this QRG, you will know how to review and approve transactions specific to a Cost Center Manager.
Description of all expense items.
This crosswalk lists the most used financial reports in University Business Intelligence (UBI) Reporting and maps them to the reports that are most like them in Workday. Note that the Workday reports contain real time data.
The Faculty Senate, with the concurrence of the President, approved revisions to the University’s mission statement on May 15, 2013, to replace the statement that had been in effect since May 31, 1985. The Board of Visitors, after making additional modifications, approved the mission statement on November 15, 2013. The State Council of Higher Education for Virginia (SCHEV) approved the mission statement on January 14, 2014, to be effective 30 days following adjournment of the 2014 General Assembly.
This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who are not deeply involved in a transaction or business process (i.e., approvers) to communicate and collaborate with those who are more involved.
The attached pdf provides information on Fund Balance Ownership through the transition to Workday Financials.