Resources

This Quick Reference Guide (QRG) is designed to walk users through the process(es) in Workday to ensure a new Cost Center is available to use in Adaptive Planning. When a new Cost Center is created in Workday, it is not immediately available in Adaptive Planning. The only way to get the Cost Center into Adaptive Planning is to complete a transaction. The preferred process is to enter any transaction that needs to be completed for the new Cost Center.

This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees. By the end of this QRG, you will know how to review and approve a supplier invoice request for non-employees.

This Quick Reference Guide (QRG) is designed to walk users through using the Tuition and Fees Portal to complete their Tuition & Fees Requests.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps on how to find and view the payment status on a supplier invoice. This may be helpful in order to determine if the supplier invoice has been paid or not in Workday.

This Quick Reference Guide (QRG) is designed to walk a department end user through submitting a PO that will be paid by wire in a foreign currency.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a recurring supplier invoice request in Workday. To kick off this process, you will need to initially create a supplier invoice request and then copy that supplier invoice request. For example, this would be where you want to set up 12 monthly payments for a stipend but want to set it up all at once rather than remembering to do it each month. To do this, you would create the supplier invoice request and copy it 11 times so that there are now 12 separate supplier invoice requests.

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) in bulk. This task uses a spreadsheet template that you will integrate into Workday to help if you have multiple internal service deliveries to create at the same time. To load the transaction file, users will need to connect to the Workday SFTP server. By the end of this QRG, you will be able to successfully create ISDs in bulk using the integration process in Workday.

Workday Reporting provides real time, drillable data where you can have everything in one place. There are various types of reports that you can in order to find the information that you need. As you navigate through reports, check out the following resources and information to help set you up for success!

This pdf contains guidance documentation for internal controls assessment.

This Quick Reference Guide (QRG) is designed to walk a Payroll Accounting Adjustment Specialist through the steps to find and edit a Historical Payroll Accounting Adjustment in Workday. By the end of this QRG, users will be able to successfully find and make edits to an existing historical PAA that you saved for later.

This document provides you with some Quick Tips to make your use of Adaptive more streamlined and efficient.

Account Certification Course Slides: These slides cover the Account Certification process, preparing and approving an Account Certification, remediating variances upon identification, and the reporting capabilities available for Preparers & Approvers of Account Certification

This Quick Reference Guide (QRG) is designed to walk employees through requesting security roles in Workday. Individuals or their managers can request various security roles in Workday by using a Workday dashboard app. Once a request is submitted, it will move through a business process for approval. Multiple role requests for an individual can be entered simultaneously.

This Quick Reference Guide (QRG) is designed to walk employees through finding the original requester on a converted purchase order.

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. 

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be directed to the

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.

FST is hosting drop-in office hours for users to view demonstrations and get their questions answered.  The August calendar is linked below.