Resources

A visual representation of the UVAFinance values.

Understand the UVAFinance team's structure by reviewing this handy infographic.

This session from January 2024 features information on deposits and Ad Hoc Bank Transactions (AHBT).  

See the session recording here.  

The UVAFinance Lean Certificate Program provides a curriculum of Lean training opportunities that build from introductory level to advanced understanding.

A guide to using the online Professional Development Training Request Form.

Professional Development Opportunities to consider

FY24 schedule of UVAFinance focus on values,  See all UVAFinance values here: https://uvafinance.virginia.edu/about-uvafinance 

This Quick Reference Guide (QRG) is designed to provide you with information about providing feedback for a direct report or another employee

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

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

The slides for this course provide users with instructions on the Awards and Grants set-up and review in Workday as well as how to review Subaward Grants and Supplier Contracts and create Budget Amendments.
 

This Quick Reference Guide (QRG) is designed to walk Payroll Costing Managers through the task of reviewing and approving a Period Activity Pay (PAP), including entering Costing Overrides. Period Activity Pay is one of the Workday HCM (Human Capital Management) processes that trigger inbox actions for Payroll Costing Managers. This QRG will walk through what the Payroll Costing Manager will do upon receipt of that inbox notification.

This Quick Reference Guide (QRG) is designed to walk Payroll Costing Managers through the task of reviewing and approving a One-Time Payment (OTP). One-Time Payments are one of the Workday HCM (Human Capital Management) processed that will trigger inbox actions for Payroll Costing Managers. This QRG will walk through what the Payroll Costing Manager will do upon receipt of that inbox notification.

This Quick Reference Guide (QRG) is designed to walk a Payroll Costing Manager and Payroll Costing Specialist through the task of requesting a Costing Allocation for themselves in Workday.

This Quick Reference Guide (QRG) is designed to walk Payroll Costing Managers and Payroll Costing Specialists through the Assign Costing Allocation task when the costing allocation involves a Federal Work Study (FWS) award.  

These slides cover the ISP setup process, internal service delivery, updating and editing existing catalogue items, and reporting capabilities for ISD functionality.
 

These slides cover creating expense reports for self and for workers, explanations of business processes and approval routings, and basic operations within expense reporting. 

These slides cover ad hoc bank transaction processes including for expenditure credits, department deposits, and merchant accounts. 
 

The slides cover the basics of performing and accounting journal adjustments including reviewing journal entries, and reporting.