PI Tip Sheets

Quick Reference Guides

Guides are available for the following research-related Workday business processes.  More information about specific security roles within Workday is available using the security roles link in the side task panel.


Business Process Description Audience

QRG Link

Effort Certification How individuals with federal effort certify in Workday. Faculty or staff with federally funded effort.QRG
Effort Review & Approval How to complete the administrative review of an employee's effort distribution by the Effort Certification Reviewer before an employee certifies their effort in Workday. Supervisors of staff with federally funded effort.QRG
Outgoing Subaward Process Outline of each Step for setting up an outgoing subaward and receiving payment for an outgoing subaward in Workday. Faculty or Staff involved in the administration of outgoing subawards.QRG
Grant Notifications in Workday How to view and act on grant-related notifications in Workday. Faculty or staff with financial responsibilities on a sponsored project.QRG
View Grant Roles How to find an award, view individual grants, and view contacts for each grant. Faculty or staff that can view award records in Workday.QRG