Resources

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to create a journal using bulk upload in Workday. This task uses a spreadsheet template that you will integrate into Workday to help if you have multiple journals to create at the same time. By the end of this QRG, you will be able to successfully create journal entries in bulk using the integration process in Workday.

This Quick Reference Guide (QRG) is designed to walk a Grant Manager through the process of viewing and completing an award task in Workday. As a Grant Manager, you will be able to view the alerts related to the Award Tasks and take necessary actions on the Award Tasks.

This Quick Reference Guide (QRG) is designed to walk a Grant Manager through the creation of a Budget Amendment. This process gives departments the ability to amend award budgets within a Grant. The Grant Manager initiating the budget amendment request will need to be assigned a Grant role. The Grant budget amendment will allow the Grant Manager to move budgets between object classes associated with spend categories, resulting in net zero budget change within the Grant.