Resources

This Quick Reference Guide (QRG) is designed to walk Procurement Shoppers through how to print a Purchase Order (PO) in UVA Marketplace. In UVA Marketplace, you can print a clean, fax version of the Purchase Order. 

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper, or whoever is listed as the Requester if an Employee as Self assigned a cart to a Requisitioner, through the steps to attach documentation, such as a packing slip, to a supplier invoice in Workday.

Allowable Spend Categories for Supplier Invoice Requests

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.

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 a Procurement Shopper through creating a non-catalog purchase requisition. You will place non-catalog orders in Workday, which will then be integrated into the Marketplace.  Details on integrating a vendor discount are also included.

This Quick Reference Guide (QRG) is designed to walk department users through submitting a Non-PO Contract Request. A Non-PO Contract Request should be submitted when you need a contract reviewed and signed by Procurement Services 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.

These slides cover:  how to Create a Payroll Accounting Adjustment in Workday, how to run reports related to Payroll Accounting Adjustment, how to Request a Payroll Accounting Adjustment for Oneself, and how Create a Historical Payroll Accounting Adjustment

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 process flow of the requisitioning process, completing the Create and Assign a Cart functions, approving a supplier invoice for which you are listed as requester, and running the My Requisitions report and understand how the report’s data can be utilized.

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 QRG is designed to walk an Internal Service Delivery Data Entry Specialist through the process of requesting the cancellation of an existing Internal Service Delivery (ISD) in Workday. This is the process to follow if you need to completely cancel the ISD transaction because the good or service was never provided. ISDs can be cancelled after they are approved by creating a request, which routes to the ISP Administrator for approval. By the end of this QRG, you will be able to successfully create a request for the cancellation of an existing ISD in Workday.