Login to Workday - HERE

 

Supplemental Quick Reference Guides (QRGs) - View all HERE

• QRGs - Supply Chain

  • Supplier Contracts

    • WDSC-201-Q1  Create/Change/Amend Supplier Contracts
    • WDSC-202-Q1  Request a new Supplier
    • Find Active Suppliers

  • Expense Reports

    • WDSC-606-Q1  Create Expense Report 
    • WDSC-606-Q3  Expense Reports: PCard and T&E Card Expenses 
    • WDSC-606-Q4  Expense Reports: Hotel Information

Purchasing or Disbursement Questions? 

Join the Weekly Office Hours every Thursday from 3:00-4:00 Here

• Research & Grants

  • Grant and Award Basics

    • Research Reports Guide
    • Creating and Amending Research Award Budgets in Workday
    • Grant Notifications in Workday
    • Grant and Award Roles in Workday
    • PEER Action Request
    • Managing Award Tasks in Workday

  • Effort Certification and Reporting

    • Effort Certification for Certifiers Detailed Guide 
    • Effort Certification for Certifiers Quick Guide - new 11/14/2023
    • Effort Certification Reviewer: Effort Administrative Review in Workday - new 10/19/2023
    • Pro Forma Effort Certification Report
    • Salary Effort Trend Report QRG 

  • Payroll Costing Allocations

    • Research PCA - for non-research PCAs, please see the Finance QRGs
    • Ad-Hoc Approvers for PCAs - New 11/1/2023

  • Cost Share

    • Types of Cost Share for Sponsored Programs in Workday (all employees)
    • Cost Share FAQs- Updated 10/31/2023

  • Subawards

    • Invoice Payment Status Report
    • Outgoing Subs Process Overview

 

• Human Resources

  • Benefits

    • WDHR-301-Q1  Open Enrollment 
    • WDHR-301-Q2  New Hire Benefits Enrollment
    • WDHR-301-Q3  Life Event Benefits Event - Enrollment 
    • WDHR-301-Q5  Change Benefit Elections 
    • WDHR-301-Q6  Processing a Life Event
    • WDHR-301-Q8 Updating Benefit Elections due to Divorce 

  • Updating Persoanl Information

    • WDHR-301-Q7  Updating Emergency Contacts
    • WDHR-307-Q8  Updating Everbridge/AlertVU Emergency Contact
    • WDHR-501-Q1  Maintaining Personal Information 

  • Payroll Documents

    • WDHR-601-Q1  View Payroll Documents 
    • WDHR-601-Q2  Update Employee Tax Elections 
    • WDHR-601-Q3  Worker Payment Elections 
    • WDHR-601-Q4   View Your Payslip 
    • WDHR-601-Q5  Update Direct Deposit Information 

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Learning Exchange Training 

• Human Resources (HCM) 
  • WDHR-201 Time Off Requests in Workday for Employees

 

• Supply Chain (SCM) - Purchasing and Expense Reports
  • WDSC-101-Workday Supply Chain Overview
  • WDSC-501 How to Purchase in Workday
  • WDSC-202-Supplier Master - Requesting a new Supplier in Workday
  • WDSC-606 Expense Reporting

 

• Other
  • WDES-104 Workday Help

 

*To view all Workday training, search "MyWD" in Learning Exchange. 

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Town Halls & Workshops

Research Town Hall #15 — Thursday 1/11/2024

Description Current Match Exception Rules & Receiving Changes Effort Certification Status Update Workday Adaptive Budget Training Training Hub Redesign HR Town Halls Purchasing Office Hours, Thursdays 3-4 LINK

Slides

View Video

 

Research Town Hall #14 — Thursday 12/14/2023

Description Annual Increase Academic Enterprise Position Management Creating Award Tips in Coeus Effort Certification

Slides

View Video

 

Research Town Hall #13 — Thursday 11/16/2023

Description Workday Issue Resolution Workgroup Payroll Obligations Mitigating Payroll Costing Allocations Effort Certification Update

Slides

View Video

Research Town Hall #12 — Thursday 11/2/2023

Description PI Reporting (Status Summary) Financial Closeout Process Updates Invoice Lifecycle Walk Through Mandatory Cost Share

Slides

View Video

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Workday Cost Center Translator (must be connected to VPN)

 

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Getting Started in Workday

Logging into Workday

Using MyWorkday Search

Workday Menu - Apps and Shortcuts

Using Inbox Filters 

Using the Send Back Button

Foundational Data Model (FDM)

Kronos Timekeepers - Historical Edits

WDES-102-Q1  Role-Based Security - all users

WDES-102-Q2  Delegation - all users 

WDES-102-Q3   Completing Business Processes as Delegates - all users

WDES-102-Q4 Editing or Stopping Existing Delegations - all users

WDES-103-Q1   Workday Mobile - all users

WDES-104-Q1 Creating a Workday Help Case - all users

Workday Help Case - Annual Increases

WDES-105-Q1   Workday Reports

WDES-105  Suspend or Delete Scheduled Reports