Resources

This Quick Reference Guide (QRG) is designed to help employees navigate the UBI module, Workday NACUBO Function Analysis

This document gives summaries, examples, and max field lengths for all FDM Worktags

These slides illustrate the basics of the FDM

This reference document contains some of the most common scenarios for function use. Function classification guidelines and examples with the purpose of establishing consistent function worktag usage across UVA Schools and Academic Departments.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of Creating a Billing Schedule for Customer Contract in Workday. By the end of this QRG, you will be able to create a billing schedule to manage the billing installments established in the customer contract.

Sample Interview questions to assess the interviewee's continuous improvement mindset

Encouraging a CI Mindset in Your Team

How to build a virtual kanban board in Microsoft Teams

Tips for Effective StandUp Meetings

This Quick Reference Guide (QRG) is designed to help employees navigate the resources available to find their Expendable Fund balances.

This document reviews the procedure for Requesting Changes to Capital Equipment. 

This Quick Reference Guide (QRG) is designed to walk users through the process of copying data from an external spreadsheet or template into Adaptive Planning Sheets.

A bookmark saves your filter selections in an app/module, so the next time you want to retrieve those same filters, you can simply select your bookmark. It is highly recommended you create bookmarks for your most commonly selected filters. Bookmarks are easy to create and save you time.

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents to control + click to find the type of report you are looking for! *Please note this inventory will continue to be expanded and updated to include new reports that become available.

This Quick Reference Guide (QRG) is designed to walk Payroll Costing Managers through the task of assigning a Worker Position Earning costing allocation for the Temp Service Fee when required. The Temp Service Fee cannot be allocated to a federal grant. When a Temp Worker’s wages are being costed to a federal grant, a separate Worker Position Earning costing allocation must be created so the fee can be charged to other worktags.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the investigation of a supplier invoice match exception, determine the cause of the exception, and initiate the correction for the match exception. By the end of this QRG, you will be able to successfully find the supplier invoice that is in a match exception status, determine the cause of the match exception, and initiate the correction of the match exception.

Stakeholders can use this Cheat Sheet to determine which course(s) will best address their Workday Financials questions. These courses are available as self-paced training and can be searched by title in Workday Learning.

The Decision Tree maps out corrections paths for certain tasks. See file at the bottom of the page for a graphic decision tree.

Workday tasks used to correct the FDM worktags on posted transactions

Internal Service Delivery:

This cheat sheet is designed to help accountants determine when to perform an accounting adjustment versus creating or reversing a journal in Workday.