Resources

2023 Internal Controls Assessment for Business Units Survey Questions

Policies and procedures for Internal Controls Assessment.

Slides for the Account Certification Workday Process lesson.

All about Activity Stream, added functionality in Workday

Guidelines for some of the most common transactions occurring in Workday, with the purpose of establishing consistent accounting methodology across UVA.  

This Quick Reference Guide (QRG) is designed to help employees navigate the resources available to find their Expendable Fund balances.

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:

This cheat sheet is designed to help accountants determine when to perform an accounting adjustment versus creating or reversing a journal in Workday. 

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!

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

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

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.

These slides cover the basics of Workday reports, dashboards and worklets in Workday, how to access reports and dashboards in Workday, and how to identify the various functionalities of reports and dashboards

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.

Description of all expense items.  Latest update 4/8/2024.

The description was updated for the following expense items:

• Per Diem Travel Meals | Domestic
• Per Diem Travel Meals | Domestic, Travel, Employee Training
• Per Diem Travel Meals | International
• Per Diem Travel Meals | International, Travel, Employee Training

This crosswalk lists the most used financial reports in University Business Intelligence (UBI) Reporting and maps them to the reports that are most like them in Workday. Note that the Workday reports contain real time data.