Resources

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 review and approve a supplier invoice in Workday. Supplier Invoice Approval is required for all invoices of $10,000 or higher. The Supplier Invoice Approval notification will be sent to whoever is listed as the Requester on the purchase order.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to cancel, copy, and edit a supplier invoice request in Workday. By the end of this QRG, users will be able to successfully cancel or edit an existing supplier invoice request and copy an existing request to create a new supplier invoice request using the My Supplier Invoice Requests report.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the Create Change Order task. The needed changes may consist of such areas as quantity, cost, Worktags, etc. By the end of this QRG, you will be able to make edits to their existing purchase orders you have placed, as and when required.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of acting on a shopping cart from the UVA Marketplace that has been assigned to you by an Employee as Self. By the end of this QRG, you will be able to successfully create a requisition for UVA Marketplace items that an Employee as Self has put into a shopping cart and assigned to you to complete the processing by entering all the pertinent information and worktags.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of creating a requisition worktags template in Workday, which can be used to automatically populate the worktags when creating a requisition instead of selecting worktags manually. This is useful for frequently ordered items, as you can save the worktags string in a template and use it every time you create requisition for those items.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through creating a requisition. By the end of this QRG, you will be able to successfully create a purchase requisition in Workday to procure goods and supplies as per UVA’s need. You will able be able to place orders for these goods on the UVA Marketplace integrated in Workday. You will also be able to successfully create an intercompany purchase requisition, which is a requisition for a UVA company other than your own home company.

This Quick Reference Guide (QRG) is designed to walk an Employee as Self through the process of assigning a procurement cart in Workday to another worker. By the end of this QRG, you will be able to successfully assign a cart to the relevant worker after adding the required items for UVA from the UVA Marketplace integrated in Workday.

This Quick Reference Guide (QRG) is designed to walk a Petty Custodian through a Miscellaneous Payment Request to request a replenishment of their petty cash account. After a petty cash account has been established and initially funded for their area by Treasury, it may become necessary to replenish the petty cash account. This is done by the Petty Custodian through a Miscellaneous Payment Request.

This Quick Reference Guide (QRG) is designed to walk a Payroll Accounting Adjustment Specialist through the task of requesting Payroll Accounting Adjustment (PAA)  in Workday.

This Quick Reference Guide (QRG) is designed to walk a Payroll Accounting Adjustment Specialist through the steps to create a historical payroll accounting adjustment using the Create Journal business process in Workday. By the end of this QRG, users will be able to successfully document and adjust payroll costing for historical Oracle transactions.

This Quick Reference Guide (QRG) is designed to walk Payroll Accounting Adjustment Specialists, Grants Compliance Reviewers, and Payroll Partners through the task of Creating Payroll Accounting Adjustments. This task is used to correct payroll accounting results for employees in Workday.

This QRG is designed to walk Workday users through the report functionality in Workday. By the end of this QRG, you will be able to run, view, and navigate data within reports using Workday’s various functionalities.

This Quick Reference Guide (QRG) is designed to walk approvers through the approval process in Workday. By the end of this QRG, you will know how to approve transactions and add approvers in Workday.

This Quick Reference Guide (QRG) is designed to walk employees through the delegation process in Workday. By the end of this QRG, you will be able to delegate Workday transactions, manage your delegations, and access transactions delegated to you. Delegations are temporary reassignments of tasks to another person, enabling them to perform actions on your behalf. The delegation may pertain to initiating processes, approving transactions, or delegating specific actions to someone.

The slides for this course cover creating and submitting a new gift request and looking up and reviewing the information in Workday.

The slides for this course provide information on how to add and edit Customer Contacts, and change Customer Summary, recognize when to use a customer invoice adjustment and when to credit and rebill an invoice. Users will also gain understand how to create, print, email, and adjust a Customer Invoice and become familiar with the structure of and the reporting capabilities available for Customer Accounts.

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.

If you need to complete the training for a security role, take the self-paced course in Workday Learning. 
 

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 Payroll Costing Managers and Payroll Costing Specialists through the Assign Costing Allocation task when the costing allocation involves a Federal Work Study (FWS) award.