Resources

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.

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.

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 department users through submitting a Contract Request. A Contract Request should be submitted when you need a contract reviewed and signed by Procurement & Supplier Diversity Services (PSDS) 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.

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

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 in Workday course.

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 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