Workday Finance Training

 

UVAFinance Workday Financials

Workday Financials Training

All training is role-based. If you have requested a Workday Finance role, you will be assigned the training for that role and will be able to find it in the “Required for You” section of Workday Learning. If you do not see it or if you want to complete the training prior to or when you submit a request for a role, you may search for the training for the role as listed below and enroll.

Requesting Finance Security Roles

To request access to a Workday Finance Security Role, log in to Workday  and choose System Access Requests.  Not sure what training is required or recommended?  Check out our Security Roles & Training list. 

You’ll also be able to access help right at the point where you're working in the system through Workday Digital Assist (WDA). 

Training Registration and Resources

Below you'll find lists of the available training along with Quick Reference Guides and Course Slides (as they are made available). Access this Workday Financials Self-Paced Training Cheat Sheet for a summary of the content covered in each course and the security role(s) for whom each course is intended. The Cheat Sheet includes links to the courses and related course materials.

Office Hours / Time with a Trainer

  • Since July 11th we’ve had ~3000 attendees participate in open office hours! As people are beginning to feel more confident and many questions have been addressed attendance has significantly decreased.  
  • To continue to support our stakeholders as we go through this learning journey, instead of open office hours, we will be offering individual 1:1 time with UVAFinance training team members in November and December for assistance with specific questions.
  • To schedule a meeting, please click on the link below that corresponds with the functional area and follow the instructions to schedule the meeting. You will receive an email confirmation immediately. Be sure to click on the button (in the confirmation email) to add the meeting to your calendar.
Introduction to Workday Financials

Access Course Slides

 

Video Demonstrations

FDM Reference Report
Financials Journal

 

Account Certification

Access Course Slides

Access Self-Paced Training

QRGs:

Account Certification FAQs

Prepare or Approve Account Certification

Attaching Documentation on Supplier Invoices

Video Demonstrations

Account Certifications Approver
Account Certifications Preparer
Account Certification Variance

 

Accounting Journals and Accounting Adjustments (Accountant)

Access Course Slides

Access Self-Paced Training

Accounting Cheat Sheet

QRGs:          

Create Accounting Journal

Create Accounting Journal Bulk Upload

Edit Accounting Journal

Perform Accounting Adjustment

Reverse Accounting Journal

Video Demonstrations 

Accounting Journals Bulk Load
Accounting Journals Manual Load
Reverse Accounting Journal
View and Edit Accounting Journal
Accounting Adjustment

 

                             

Ad Hoc Bank Transactions (Cost Center Specialist)

Access Course Slides

Access Self-Paced Training

QRGs:

Review Ad Hoc Bank Transaction

Video Demonstrations

Department Deposit
Merchant Account
Expenditure Credit

 

Approving Workday Transactions (Cost Center Manager)
Customer Accounts (Customer Billing Specialist/Customer Contract Specialist)

Access Course Slides

Access Self-Paced Training

Customer QRGs:

Add/Edit Customer Contacts

Adjust Customer Invoice

Change Customer Summary

Create Customer

Create Customer Invoice

Create, Print, and Email Consolidated Customer Invoice

Manage Document Delivery

Print and Email Customer Invoice

Print and Email Customer Statements

Set Up Customer Portal Accounts

Customer Contracts QRGs:

Amend Customer Contract

Create Customer Contract

Create Customer Invoices for Billing Installments

Creating Billing Schedule for Customer Contract

Video Demonstrations

Customer Invoice Adjustment
Customer Portal
Edit Customer and Change Customer Survey
Print and Email Consolidated Customer Invoice Statement
Print and Email Customer Invoice
Print and Email Customer Statement
Customer Accounts Refund
Add Customer Contact and Manage Document Delivery
Create a Customer
Create a Customer Invoice
Credit and Re-bill

 

Expense Reports (Expense Support Specialist, Employee as Self)

Access Self-Paced Training

QRGs:

Approve Expense Reports

Approve Supplier Invoice Request for Non-Employees

Create Expense Report

Create Expense Report in Workday Mobile Application

Create Spend Authorization

Download and Print Expense Report

View, Edit, Change and Cancel Expense Reports

Video Demonstrations

Change Expense Reports
Create Expense Report and TE Transaction
Create Expense Report Reimbursement
Create Spend Authorization
Edit Expense Report
View Expense Reports
Cancel Expense Report

 

Gift Creation (Unit Gift Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Create Gift Request

Video Demonstrations

View Gift Reports
Create Gift Request
Review Gift Requests

 

Grants Management (Grants Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Award Tasks

Create Budget Amendment for Organization

Grant Admin Dashboard

Video Demonstrations

View and Complete Award Tasks
View Award and Award Line
Create Budget Amendment for Organization
Sub-Award Supplier Invoice

 

Internal Service Delivery (Internal Service Delivery Data Entry Specialist)
Payroll Accounting- Costing Allocation (Payroll Costing Specialist & Payroll Costing Manager)

Access Course Slides

QRGs:

Assign Costing Allocation

Assign Costing Allocation for Temp Service Fee

Assign Costing Allocation: Federal Work Study 

Find Payroll Costing Allocation Details from Worker History

Request Costing Allocation for Oneself

Video Demonstrations

Request Costing Allocation for Oneself
Maintain Costing Allocation
Assign Costing Allocation FWS
Worker Position Earning

 

Payroll Accounting- HCM Subtasks (Payroll Costing Manager)

Access Course Slides

Access Self-Paced Training

QRGs:

Costing Allocation for Hire, Add Job, Change Job

Review One-Time Payment

Review Period Activity Pay

Video Demonstrations

Inbox Task: Costing Allocation for Add Job
Inbox Task: Assign Costing for Period Activity Pay
Inbox Task: Assign Costing for One-Time Payment

 

Petty Cash Account Replenishment (Petty Custodian)

Access Course Slides

Access Self-Paced Training

QRGs:

Create Miscellaneous Payment Request

Video Demonstrations

Miscellaneous Payment Request Report
Miscellaneous Payment Request

 

                                                     

Purchase Requisitions, Purchase Orders, and Supplier Invoice Requests (Procurement Shopper, P2P Requisitioner)
Purchase Requisitions (Employee As Self)

Access Course Slides

Access Self-Paced Training

QRGs:

Create and Assign Cart

Supplier Invoice Approval

Video Demonstrations

Employee As Self: Create and Assign Cart 
Employee As Self: Supplier Invoice Approval 
Employee As Self: Requisition Report