This Quick Reference Guide (QRG) is designed to walk non-employees through the process of submitting reimbursements.

When is the last period that will be reconciled in Recon@UVA?  

June 2022, due July 30th, will be the last fiscal period reconciled in Recon@UVA.  Workday Account Certification will be used after the transition to Workday Financi

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents below to control + click to find the type of report you are looking for! *Please note this is an initial list of reports as this inventory will continue to be expanded and updated to include new reports that come available.

Stakeholders can use this Cheat Sheet to determine which course(s) will best address their Workday Financials questions. These courses are available as self-paced training and can be searched by title in Workday Learning.

The Decision Tree maps out corrections paths for certain tasks.  See file at the bottom of the page for a graphic decision tree. 


Workday tasks used to correct the FDM worktags on posted transactions


Internal Service Delivery:

·         Correction via Accounting Journal

Stakeholders can use this Cheat Sheet to determine which session(s) will best address their Workday Financials questions. As Office Hours continue in October, please continue to socialize the Office Hours schedule, Zoom links, and this Cheat Sheet resource to users across Grounds

October drop-in office hours for discussions related to Workday Financials.

Training for Adaptive Planning 3.0 is available now in Workday.  This 45-minute training is online and on-demand.   If the training has been assigned to you, get in there and get it done before launch!

More training resources are available on the Workday Financials Training page (look for Budget/Adaptive).

 FY23 will involve many changes from previous years, with the implementation of Workday Financials, the new chart of accounts (FDM), the first year of UFM 2.0, and, of course, Adaptive 3.0. Here are some considerations about the transition that will help keep you informed on the FY23 process.

Some new things folks will notice about Adaptive 3.0 as opposed to previous versions include: 

  • reference data from the HR side of the Workday platform to inform budgeting
  • the ability to balance transfers across UVA based on each area's input sheet
  • Multi-year Financial planning and model scenarios
  • Three compensation input sheets (faculty, staff, wage)
  • Option of budgeting at the Month level
  • Option for collecting internal request information for compensation and non-compensation

There is some confusion around data found in UBI and Adaptive Planning. Sometimes the numbers in each system don’t match up, so people are wondering what the source of truth should be when this happens and if there is any value in trying to reconcile the numbers.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps on how to find and view the payment status on a supplier invoice. This may be helpful in order to determine if the supplier invoice has been paid or not in Workday.

Where Can I Find Finance & Workday Terms. The

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!

This document provides you with some Quick Tips to make your use of Adaptive more streamlined and efficient.

Account Certification Course Slides: These slides cover the Account Certification process, preparing and approving an Account Certification, remediating variances upon identification, and the reporting capabilities available for Preparers & Approvers of Account Certification

This Quick Reference Guide (QRG) is designed to walk employees through requesting security roles in Workday. Individuals or their managers can request various security roles in Workday by using a Workday dashboard app. Once a request is submitted, it will move through a business process for approval. Multiple role requests for an individual can be entered simultaneously.

We had to embed an approval step as part of the Preparer workflow so that we could ensure separation of duties should someone inadvertently be identified as both the Preparer and the Approver.  In Workday world, a “Review” step (which is what allows for the Preparer to note variances, etc.) is not considered a formal approval so we had to insert that automated step to ensure systematic controls.  You do not have to take action.  The Account Certification is now sitting with the Approver.  The visual below helps clarify this.

This Quick Reference Guide (QRG) is designed to walk employees through finding the original requester on a converted purchase order.

Use the attached spreadsheet for worktag functions and descriptions.