Resources

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.  

This Quick Reference Guide (QRG) is designed to walk Payroll Costing Managers and Payroll Costing Specialists through the task of Assign Costing Allocation. This task is used for assigning initial costing allocations and for managing/editing existing costing allocations. Use this Quick Reference Guide when assigning or editing any of the following types of costing allocation:  

• Worker Position  

• Worker Position Earning 

• Position Restriction 

This Quick Reference Guide (QRG) is designed to walk Unit Gift Manager through the steps to create a Gift request in Workday. By the end of this QRG, users will be able to successfully populate and submit the Create Custom Gift form to create a Gift request in Workday.

Timekeeping Tools

Your guide to managing time and absence in Workday.
This page provides a clear overview of where to go, what to do, and how to handle special scenarios like holidays and emergency events.

These slides cover the ISP setup process, internal service delivery, updating and editing existing catalogue items, and reporting capabilities for ISD functionality.

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

These slides cover creating expense reports for self and for workers, explanations of business processes and approval routings, and basic operations within expense reporting. 

These slides cover ad hoc bank transaction processes including for expenditure credits, department deposits, and merchant accounts. 

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

The slides cover the basics of performing and accounting journal adjustments including reviewing journal entries, and reporting.
 

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 a Cost Center Deposit Specialist through the process of reviewing an Ad Hoc Bank Transaction to record an Expenditure Credit, a Department Deposit, or a Merchant Account. This process begins with either a remote deposit (using a Remote Deposit Scanner and CashPro), a deposit taken to the bank (using a location code on the deposit ticket), or a deposit from a Merchant account (revenue from Credit Card or ACH payment using a MID number). .

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to reverse an accounting journal in Workday. By the end of this QRG, users will be able to successfully reverse a journal entry. Please note that to reverse an Intercompany Journal, only the original Intercompany Journal can be reversed. An error will appear if you attempt to reverse the Workday generated Intercompany Journal. If you reverse the original Intercompany Journal, the Workday generated Intercompany Journal will also reverse.

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to perform an Accounting Adjustment in Workday. By the end o f this QRG, users will be able to successfully create an accounting adjustment to reclassify costs on settled financial transactions. Users can perform accounting adjustments for the following settled transactions:

• Paid expense reports

• Paid supplier invoices

• Supplier invoice adjustments

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to edit an accounting journal in Workday. By the end of this QRG, users will be able to successfully make edits to an existing journal entry.

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to create an accounting journal in Workday. By the end of this QRG, users will be able to successfully create a manual journal entry to transferring funds, reallocate funds or make adjustments that can’t be completed using the Accounting Adjustment.