Resources

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This Quick Reference Guide (QRG) is designed to walk an employee through editing their “Deliver-To” location and changing their Work Space. Changing a Work Space changes the “Deliver-To” location on your profile, which will then automatically populate on transactions such as requisitions. Another way to change your “Deliver-To” location is by editing the field in the transaction before it is submitted. By the end of this QRG, users will be able to successfully change their identified Work Space and edit their “Deliver-To” location.

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.

This Quick Reference Guide (QRG) is designed to provide you with information to navigate and configure your preferences in Workday.

This Quick Reference Guide (QRG) is designed to walk Grant Related roles (e.g., Grant Manager, Grant Financial Analyst, etc.) through navigating the Grant Admin Dashboard. The Grant Admin Dashboard provides a one-stop shop for users in Grant Administrator or Operational Support Roles to access common tasks, reports and other resources needed to do their daily-work. By the end of this QRG, you will be able to successfully access, set up, and review the Grant Admin Dashboard.

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 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 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.

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