Resources

This pdf details how to remediate variances in the Account Certification process.

This pdf illustrates how to find your Account Certifications in Workday.

You will not see planned expenses in your Account Certification.  You will only see transactions that have been posted to the worktag combination you are reconciling.  To monitor planned expenses, you can run the Details for Account Certification report, but change the Ledger Account from Actuals to Obligation.

Notifications will be sent in Workday for Account Certifications.  They will come to your Notifications, the bell icon, on your Workday home page. 

The role of examiner is no longer part of the account certification process. In the past, the examiner was formally part of the reconciliation process.  If you still need another set of eyes on the reconciliation, those people that were examiners before can pull reports in Workday like the General Ledger Details report to view all the transactions that occurred in the period being reconciled.  

The Account Certification Business Process will not be kicked off until after the month-end close, which means you will not be able to begin working on your Account Certifications early.  You can pull the General Ledger Details report for your Account Certification worktag combinations to see the transactions that have been posted at any time.

This Quick Reference Guide (QRG) is designed to walk employees through how to cancel a delegation in Workday. On the My Delegations screen, you can cancel a delegation from the Current Delegations tab or the Delegation History tab.

FST is hosting drop-in office hours for users to view demonstrations and get their questions answered.  The August calendar is linked below.

Use this spreadsheet to determine the amount of Fringe based on Fiscal Year and Expenditure Type. 

This Quick Reference Guide (QRG) is designed to walk employees through the process of downloading and printing an expense report in Workday. You can download expense reports as an excel spreadsheet or as a PDF file.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Customer Contract Specialist through the process of requesting the creation of a customer portal account for their customers in Workday. By the end of this QRG, you will be able to submit a request for setting up a customer portal account. Once the request is submitted, the Customer Administrators will complete the request. Once the portal account has been set up, the customer will receive an email, and you will receive a notification.

This Quick Reference Guide (QRG) is designed to walk department users through submitting a Contract Request. A Contract Request should be submitted when you need a contract reviewed and signed by Procurement & Supplier Diversity Services (PSDS) and you do not a need a Purchase Order (PO) issued to a supplier. This happens if you are either paying using a T&E card or there is no cost associated with the contract.

Hire, Add Job, and Change Job are all Workday HCM (Human Capital Management) processes that trigger inbox actions for Payroll Costing Managers. This Quick Reference Guide (QRG) will walk through what the Payroll Costing Manager will do upon receipt of that inbox notification.

FST is hosting drop-in office hours for users to view demonstrations and get their questions answered.  The calendar is linked below.

Oracle to Workday Crosswalk on the Business Terms site https://terms.uvafinance.virginia.edu/sites/g/files/jsddwu856/files/2022-04/Workday-Oracle%20Crosswalk%20Slides.pdf

The Workday FIN Security FAQ covers frequently asked questions surrounding Workday Finance Security.

Slides for the Account Certification Policy and Procedure lesson.

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.