Workday Finance Training

 

UVAFinance Workday Financials

We offer instructor-led training via Zoom, as well as web-based training, which can be taken at your own pace. 

All training is role-based.  In general, if you have been assigned the role for the course, check in the "Required for You" section of Workday Learning for the Learning Program, enroll, and select the date/time you wish to attend. If you are unable to find the Learning Program, email AskFinance@virginia.edu.  The exceptions to this are the very widely held roles such as Procurement Shoppers (including P2P Requisitioners), Expense Support Specialists, and the role of Employee As Self.  For these roles, you may log into Workday Learning and search for the Learning Programs.

Instructor-Led Training (ILT)

What:  Virtual* sessions delivered by an instructor, including demos, hands-on practice, and supporting Quick Reference Guides

Who:  End users will attend training based on their assigned role(s)

How:  Instructor-led training will be available via Zoom, in person (by request), training materials such as QRGs and hands-on activities in the Workday tenant.  Enrollment in courses will be done through Workday Learning and instructions on doing so are available here.

*In-person sessions may be offered upon request.  More information will be coming on these sessions.

Web-Based Training (WBT)

What:  Self-paced learning with supporting Quick Reference Guides

Who: Roles with a high volume of users, when training is not required, and when training may need to be available at the moment when a user is performing the task (i.e., Expense).

How:  Web-based training is available through Workday learning with access to Quick 
Reference Guides. Quick links to these trainings are available under each training-area listed below.

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). You can see how WDA works by checking it out in our Workday human resources system right now!

 

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). 

Office Hours

FST is hosting office hour sessions for all functional areas. These are quick, focused, “refresher” opportunities for attendees to re-familiarize with key transactions. 

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

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

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)

Access Course Slides

Access Self-Paced Training

QRGs:

Add Catalog Load Item

Change Internal Service Delivery

Create Internal Service Delivery

Edit Existing Catalog Item

Request Cancellation of Existing ISD

Video Demonstrations

Add a Catalog Item
Update or Edit Existing Catalog Item
Request to Cancel on ISD
Create ISD
Change ISD

 

Payroll Accounting- Costing Allocation (Payroll Costing Specialist & Payroll Costing Manager)

Access Course Slides

QRGs:

Assign Costing Allocation

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)

Access Course Slides

Access Self-Paced Training

QRGs:

Act on Assigned Cart

Cancel, Copy, & Edit Supplier Invoice Request

Contract Requests

Create and Assign Cart

Change Purchase Order

Create Purchase Requisition 

Create Requisition Worktags Template

Create Supplier Invoice Request

Allowable Categories for Creating a Supplier Invoice Request

Find Original Requester on Converted PO

Print Purchase Order

Submitting A Non-Catalog Purchase Request

Submitting Reimbursements for Non-Employees

Supplier Invoice Approval

Supplier Invoice Request Approval for Non-Employees

 

Video Demonstrations

Supplier Invoice Approval
Procurement Shopper: Create a Supplier Invoice Request
Procurement Shopper: Create a Requisitions Worktag Template
Procurement Shopper: Create a Purchase Requisition
Procurement Shopper: Change Requisition through My Requisition Report
Procurement Shopper: Change Purchase Order
Procurement Shopper: Cancel, Copy, and Edit a Supplier Invoice Request
Procurement Shopper: Act on an Assigned Cart

 

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