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

Please see the attached UVA personnel Conflict Interest form for policy guidelines and example.   This is an annual process completed through DocuSign by the Director of UVA PSDS.  The form contains the policy thresh hold interest or income amounts if you or a family member conducts business with a company the University of Virginia utilizes as a Vendor/Supplier. 

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.

This Quick Reference Guide (QRG) is designed to walk Procurement Shoppers through how to print a Purchase Order (PO) in UVA Marketplace. In UVA Marketplace, you can print a clean, fax version of the Purchase Order. 

Yes - When multiple people are assigned to a Role on any worktag (e.g., Grant, Cost Center, Gift, Project, etc.) that is affiliated with Account Certification, they all are assigned the corresponding Preparer/Approver role for the worktag.   Any person assigned the Account Certification can take action (submit).  Once action is taken, the Account Certification will be removed from all Preparers/Approvers Account Certifications Awaiting Me table.

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be directed to the

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper, or whoever is listed as the Requester if an Employee as Self assigned a cart to a Requisitioner, through the steps to attach documentation, such as a packing slip, to a supplier invoice in Workday.

The attached pdf illustrates the Account Certification Process

The attached pdf lists the roles for Account Certification

No, items are not physically “checked” during Workday’s Account Certifications process.  The functionality shows all activity from the fiscal period being reconciled (per worktag combination) and cannot filter out items that have been approved on the front-end versus not. 

Account Certifications will still need to be completed within 30 calendar days after month-end close

There will be one exception – the first month Jul 2022-2023, normally due Aug 30, 2022 will now be due by Sep 30, 2023.  So, you have an extra month to reconcile Jul 2022-2023’s Account Certifications.  Please note:  Aug 2022-2023 will still be due by Sep 30, 2023.


Yes, both revenue and expenditures will be reconciled during the Account Certification process. 

This pdf lists the reports that can be used to reconcile labor charges in the Account Certification process

This pdf describes how to find only those ledger accounts that have activity for the Account Certification process.

View Transaction Details (if needed) – Under the Ledger Accounts to Certify tab, you will see the Ledger Account Balance column, which shows the ledger balance for each transaction based on the worktags used. You can view the transaction details for each transaction by clicking on the blue account balance.