Resources

 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.  Latest update October 24, 2024.

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.

Mission Statement

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 have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

The attached pdf provides information on Fund Balance Ownership through the transition to Workday Financials.

Attach to all new projects upon creation. The form responses should justify the expenditure function chosen when creating the project

Financial Reporting provides information and resources for the internal and external financial reporting needs of the University. In this capacity, Financial Reporting provides guidance on complex accounting issues and questions, including the research, interpretation, and implementation of new accounting standards and is responsible for managing the year-end close, APA audit, and preparation of the annual Financial Report as well as quarterly financial statements for the Board of Visitors and other institutional financial surveys.