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)
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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)
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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
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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.
QRGs:
Prepare or Approve Account Certification
Attaching Documentation on Supplier Invoices
Video Demonstrations
- Account Certifications Approver
- Account Certifications Preparer
- Account Certification Variance
QRGs:
Create Accounting Journal Bulk Upload
Video Demonstrations
- Accounting Journals Bulk Load
- Accounting Journals Manual Load
- Reverse Accounting Journal
- View and Edit Accounting Journal
- Accounting Adjustment
QRGs:
Review Ad Hoc Bank Transaction
Video Demonstrations
- Department Deposit
- Merchant Account
- Expenditure Credit
Customer QRGs:
Create, Print, and Email Consolidated Customer Invoice
Print and Email Customer Invoice
Print and Email Customer Statements
Set Up Customer Portal Accounts
Customer Contracts QRGs:
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
QRGs:
Create Expense Report in Workday Mobile Application
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
QRGs:
Video Demonstrations
- View Gift Reports
- Create Gift Request
- Review Gift Requests
QRGs:
Create Budget Amendment for Organization
Video Demonstrations
- View and Complete Award Tasks
- View Award and Award Line
- Create Budget Amendment for Organization
- Sub-Award Supplier Invoice
QRGs:
Change Internal Service Delivery
Create Internal Service Delivery
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
QRGs:
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
Access Self-Paced Training: Payroll Accounting Adjustments Learning Program
Access Self-Paced Training: Payroll Accounting Adjustments
Historical Payroll Accounting Adjustments - Expenditure Type and Fringe Rate Crosswalk
QRGs:
Create Historical Payroll Accounting Adjustment
Create Payroll Accounting Adjustment
Find/Edit Historical Payroll Accounting Adjustment
Request Payroll Accounting Adjustment for Oneself
Video Demonstrations
- Payroll Accounting Adjustments
- Payroll Accounting Adjustments for Grants
- Payroll Accounting Adjustments for Oneself
- Historical Payroll Accounting Adjustment
QRGs:
Costing Allocation for Hire, Add Job, Change Job
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
QRGs:
Create Miscellaneous Payment Request
Video Demonstrations
- Miscellaneous Payment Request Report
- Miscellaneous Payment Request
QRGs:
Cancel, Copy, & Edit Supplier Invoice Request
Create Requisition Worktags Template
Create Supplier Invoice Request
Allowable Categories for Creating a Supplier Invoice Request
Find Original Requester on Converted PO
Submitting A Non-Catalog Purchase Request
Submitting Reimbursements for Non-Employees
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
QRGs:
Video Demonstrations
- Employee As Self: Create and Assign Cart
- Employee As Self: Supplier Invoice Approval
- Employee As Self: Requisition Report