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.

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

Description of all expense items.  Latest update June 21, 2024.

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.

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 procedure covers the steps a unit will follow in order to add a new EPAY process where the revenue will flow to the same PTAO or to the same clearing project as the existing account does and the description in Elavon will be the same for the new process.
  • Example: The Elavon Description is UVA Physics Events
    The orders in EPAY are:
    • UVA Physics Events – Jamison Clinic
    • UVA Physics Events – Annual Meeting of PI’s
• This procedure does not cover the steps a unit will follow if:

This Quick Reference Guide (QRG) is designed to walk Fiscal Admin roles (e.g., Cost Center Manager, Preparer & Approver for Account Certification, P2P Roles - Requisitioner & Approver and Payroll Costing Manager & Specialist) through navigating the Fiscal Admin Dashboard. The Fiscal Admin Dashboard provides a one-stop shop for users in Fiscal Administrator or Operational Support Roles to access common tasks, reports, and other resources needed to perform their daily work.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of editing an existing catalog item in Workday. By the end of this QRG, you will be able to successfully edit existing Internal Service Provider (ISP) Catalog Items in your catalog in Workday.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of creating a new catalog item in Workday. By the end of this QRG, you will be able to successfully add Internal Service Provider (ISP) Catalog Items to your catalog in Workday.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of changing an approved Internal Service Delivery (ISD) in Workday. This procedure will show you how to make changes to an ISD. If you need to completely remove the ISD, see the Cancel ISD Quick Reference Guide used to request cancellation of an ISD by the ISP Administrator.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of creating an Internal Service Delivery (ISD). An ISD is a Workday transaction that records critical information related to the item(s) that an ISP provides to another unit within UVA. When approved, it generates revenue/recovery for the ISP and expense for the requester.

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.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Invoices for Billing Installments task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms, create billing installments and use those installments to create invoices for approved contracts