The slides for this course cover the key tasks that may be sent to you for approval as a Cost Center Manager and the details that need to be reviewed before determining if a request should be approved
Resources
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.
These course slides cover creating a Miscellaneous Payment Request and submitting it for approval, changing or canceling the request, if needed, and understanding the reporting capabilities for viewing petty cash requests.
The slides for this course cover: How requisition informs a purchase order and subsequently informs a supplier invoice, successfully creating a requisition including a template requisition, changing a purchase order, approving a supplier invoice, understanding reporting capabilities available for Procurement Shopper Requisition functionality
These slides cover the following:
• The purpose of costing allocations and the high-level business
process
• When and how to assign various types of costing allocation:
− Worker Position
− Worker Position Earning
• The various requirements when allocating costs to grants: Salary
over the Cap (SOC), cost share, temp workers, approval routing,
and Federal Work Study
• How to maintain existing costing allocations
• How to request a costing allocation for oneself
• How to run reports related to Payroll Costing
These course slides cover the following:
• Which business processes use costing allocation and costing
override as a subtask
• How to process Inbox Tasks that are routed to you as part of the
following Human Capital Management (HCM) Tasks:
− Hire, Add Job, Change Job
− Period Activity Pay
− One-Time Payment
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.
This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.
This Quick Reference Guide (QRG) is designed to provide you with information to navigate and configure your preferences in Workday.
This Quick Reference Guide (QRG) is designed to walk approvers through the approval process in Workday. By the end of this QRG, you will know how to approve transactions and add approvers in Workday.
This Quick Reference Guide (QRG) is designed to walk employees through the delegation process in Workday. By the end of this QRG, you will be able to delegate Workday transactions, manage your delegations, and access transactions delegated to you. Delegations are temporary reassignments of tasks to another person, enabling them to perform actions on your behalf. The delegation may pertain to initiating processes, approving transactions, or delegating specific actions to someone.
The FDM Validator provides the ability to validate FDM worktags, and print barcode and QR code representations of the FDM set.
Stay tuned for more information. FDM Validator will replace the current Oracle PTAO Card Generator