Workday Finance Tip Sheets and Tutorials
Note: Workday tip sheets and tutorials are password protected. When you click on a tip sheet or tutorial, you will be prompted to log in using your CaneID and password. You will be able to view more than one tip sheet per login, and will not have to log in again until your SSO session expires or begin a new browser session.
Category Business Process Description Audience Tip Sheet Tutorial
Finance Assign Costing Allocation Learn how to initiate this business process, add an allocation, and more. Costing allocations (salary distribution) allocates a worker's salary across two or more legacy values (FRS accounts/UMH departments). Manager, HR Roles, Finance Roles
Finance Grants: Assign Costing Allocation Learn how to initiate this business process, and add an allocation. Similar to the "Assign Costing Allocation," with the added steps and considerations that are required when handling grants (6 accounts). Finance Roles N/A
Finance Create Payroll Accounting Adjustment Learn how to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Payroll accounting adjustment (salary journals) is used to correct errors made when salary was posted to an incorrect legacy value. Finance Roles
Finance Grants: Create Payroll Accounting Adjustment Learn how to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Similar to the "Create Payroll Accounting Adjustment," with the added steps and considerations, as well as the appropriate reasons to choose, when handling grants (6 accounts). Finance Roles N/A
Finance Costing Best Practices The purpose of this document is to describe best practices for different situation that require costing. Manager, HR Roles, Finance Roles N/A
Finance Cost Center Manager Tasks – Verifying the Correct Cost Center Manager As a CCM (Cost Center Manager), you will receive Review and Approval tasks for various business processes. This tip sheet explains how to determine if you are the CCM whose approval is needed. Finance Roles N/A
Finance eBERF Banking Rules Learn about the prioritization schema that is being used to identify a bank account to use for expense reimbursement. Employee N/A
HR Change Organization Assignments Learn how to change organization assignments for worker, complete the process for Kronos and/or Swipe Clock workers, and change organization assignments on a position. Organization Assignments represent the organizations in Workday to which a worker has been assigned. Manager, HR Roles, Finance Roles N/A