Workday Finance Trainings
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Course Title
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Description
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Target Audience
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Workday FDM
Training Type: CBL
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This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, including Company, Cost Centers, and driver Worktags.
Keyword: “FDM ”
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All Workday Roles
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Workday Foundational Concepts
Training Type: CBL
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This one-hour CBL is highly recommended to gain an understanding of basic Workday concepts prior to attending your first Workday Finance instructor-led training session.
Keyword: “Concepts”
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All Workday Roles
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Workday Gifts 101
Training Type: CBL
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This fifteen-minute CBL provides a basic understanding of the Gifts functionality in Workday. It will introduce new terminology and roles, provide an overview of Gifts administration at the University, and highlight key changes for departments.
Keyword: "Gifts 101"
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All Workday Roles
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Workday Grants 101
Training Type: CBL
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This thirty-minute CBL provides a basic understanding of the Grants functionality in Workday. It will introduce new terminology and roles, provide a review of the Grants lifecycle, and highlight key changes for ORA and department activities.
Keyword: "Grants 101"
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All Workday Roles
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Workday Grants 102
Training Type: Video
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This one-hour recorded webinar is highly recommended for anyone who currently manages Awards in Workday to learn more about:
- Awards vs. Grants in Workday
- Billing and invoicing
- Budget
- Subawards
- Reports
- Using Grants in HR/Payroll transactions
Keyword: "Grants 102"
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Workday Finance Role:
- Cost Center Sponsored Program Manager
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Workday Security 101
Training Type: CBL
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This one-hour CBL reviews how security roles function in Workday, which impacts what users can see and do in the system. It provides an overview of department-assigned roles, introducing new roles and exploring changes to existing roles. Additionally, it outlines the process for assigning roles to users prior to Finance implementation.
Keyword: "Security 101" |
All Workday Roles
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Workday Security 102: Cost Center vs. Driver Worktag Roles
Training Type: Video
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This ninety-minute recorded webinar covers the following topics about Workday Finance:
- Overview of roles assigned to individual units (does not include Central Office roles)
- Cost Centers or Cost Center Hierarchies vs roles assigned to Driver Worktags
- Extending roles to Driver Worktags
- Overview of role assignment search for yourself, your team, and Cost Center(s)
- Workday Security Roles in Reports, the University of Miami's dynamic Business Intelligence (BI) portal
- Workday Role Request Forms
Keyword: “Security 102”
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Finance Reviewer
- Sr. Business Manager
- Sr. Business Officer
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Navigating Workday Reporting and Troubleshooting for DMAS Users
Training Type: CBL
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- Overview of reporting systems and role-based reporting in Workday
- How to run and filter reports in Workday
- Report 90 equivalent and other relevant Workday reporting
- How to look up transactions in Workday
- Troubleshooting tips for Workday Finance roles
Keyword: "Workday Reporting"
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Manager
- Program Manager
- Sr. Business Manager
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Workday Finance for Principal Investigators (PIs)
Training Type: Video
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This 45-minute recorded webinar provides an overview of award and grant information in Workday for Principal Investigators (PIs), including:
- Navigation in Workday
- Award and Grant Lifecycle in Workday
- New Workday Terminology
- Using Grants in HCM/Payroll Transactions
Keyword: "Workday for PIs"
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Workday Finance Role:
- Principal Investigator (PI)
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Workday Finance Overview for Faculty and Researchers (August 2017)
Training Type: Video
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This one-hour recorded webinar provides an overview of Workday Finance for Faculty and researchers to learn more about:
- Changes to purchasing and reimbursement processes
- Workday’s Financial Data Model (FDM)
- Reporting
Keyword: “Faculty and Researchers”
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Workday Finance: Ask the Experts (November 2017)
Training Type: Video
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This one-hour recorded webinar covers the following Workday Finance topics:
- Security roles
- Delegation
- Workday request forms
- Additional resources
Keyword: “Ask the Expert”
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All Workday Roles
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Workday Finance: Ask the Experts (December 2017)
Training Type: Video
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This one-hour recorded webinar covers the following Workday Finance topics:
- Assign a cart in UMarketplace
- Create an Expense Report
- Finance reports in Workday
- Additional resources
Keyword: “Ask the Expert”
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All Workday Roles
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Workday Finance: Ask the Experts (February 2018)
Training Type: Video
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This one-hour recorded webinar covers the following Workday Finance topics:
- Verify Procurement Card (P-Card) Transactions
- Non-Employee and Student Expense Reimbursement Form
- Create Change Order
- Additional resources
Keyword: “Ask the Expert”
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All Workday Roles
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Workday Finance: Ask the Experts – Grants (March 2018)
Training Type: CBL
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This one-hour recorded webinar covers the following Workday Finance topics:
- Award components in Workday
· Grant reports
- Award role assignments by the Office of Research Administration (ORA)
Keyword: “Ask the Expert”
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Workday Finance Roles:
- Cost Center Sponsored Program
- Grant Manager
- Grant Reviewer
- Principal Investigator (PI)
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Workday for Approvers
Training Type: Video
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- Financial Data Model (FDM) dimensions
- Delegation
- Straw Model for Workday Finance business processes (BPs)
- Review of BPs approved by each Workday Finance role
- Reporting for approver roles
Keyword: "Approvers"
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Manager
- Program Manager
- Sr. Business Manager
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Workday: Accounting Journals
Training Type: ILT
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- Financial Data Model (FDM) dimensions
- Create Accounting Journal BP, including replenishing petty cash funds
- Unpost Accounting Journal BP
- Create Intercompany Accounting Journal BP
- Create Recurring Journal Template BP
- Reporting related to Financial Accounting
Keyword: "Journals"
Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.”
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Workday Finance Role:
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Workday: Ad Hoc Bank Transactions
(Formerly Cash Journals)
Training Type: ILT
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- Financial Data Model (FDM) dimensions related to deposits or withdrawals
- Create Ad Hoc Bank Transaction BP
- Reporting related to deposits or withdrawals
Keywords: “Ad Hoc”
Workday FDM is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: “FDM.”
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Workday Finance Role:
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Workday: Check Requests
(Formerly eChecks)
Training Type: ILT
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- Financial Data Model (FDM) dimensions related to check requests
- Create Supplier Request BP
- Create Supplier Invoice BP
- Reporting related to check requests
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Workday Finance Role:
- Expense Data Entry Specialist
- Procurement Data Entry Specialist
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Workday: Expenses
Training Type: ILT
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- Financial Data Model (FDM) dimensions related to Expenses, emphasizing Driver Worktags
- Create Spend Authorization BP
- Create Expense Report
- Create Non-Employee Expense Report
- Reporting for Expenses
Keyword: "Expenses"
Workday FDM is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: “FDM.”
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Workday Finance Roles:
- Employee As Self
- Expense Data Entry Specialist
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Workday: Payroll Accounting
Training Type: ILT
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- Change Organization Assignments BP
- Assign Costing Allocations BP using non-Grant Driver Worktags
- Create Payroll Accounting Adjustment BP using non-Grant Driver Worktags
- Reporting related to Payroll Accounting
Keyword: "HR/Payroll"
Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM”
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Workday Finance Roles:
- Cost Center Manager
- Finance BPI
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Workday: Procurement
Training Type: ILT
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- Financial Data Model (FDM) dimensions related to Procurement, including Driver Worktags
- Create Purchase Requisition BP
- Create Change Order BP
- Reporting for Procurement
Keyword: "Procurement"
Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM.”
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Workday Finance Roles:
- Employee As Self
- Procurement Data Entry Specialist
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Workday for Internal Service Providers (ISPs)
Training Type: ILT
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- Financial Data Model (FDM) dimensions related to Internal Service Provider (ISP)/Internal Service Delivery (ISD)
- Create ISD BP
- Explain use of internal catalog
- Reporting related to ISP/ISD
Keyword: "ISP"
Workday FDM is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM.”
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Workday Finance Roles:
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Workday Update: HR/Payroll Business Processes
Training Type: CBL
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- Financial Data Model (FDM) dimensions related to HCM BP changes
- Legacy values
- Highlight BP changes based on Finance implementation
Keyword: "HR/Payroll"
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All Workday roles that initiate and approve HR/Payroll business processes.
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Workday Reporting Webinar Series - How Do I Find It?
Training Type: Webinar
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These one-hour webinars showcase new and existing reports currently available to analyze your data. Subject matter experts discuss report usage based on security roles in Workday, demonstrate running the reports, and answer questions. Click here for more information about each webinar in the series.
Keyword: “Workday Reporting”
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Each webinar is targeted to the Workday security role(s) able to run the reports covered.
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Workday Reporting Webinar: How Much Do I Have? (March 2018)
Training Type: Video |
This one-hour recorded webinar provides an overview of reports used to view summary balances by Worktag. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:
- Summary Balances by Driver Worktag Dashboard
- Summary Balances by Program
- Summary Balances by Gift
- Summary Balances by Project
- Transaction Audit Report
Keyword: “Workday Reporting” |
Workday Finance Roles:
- Accountant
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Finance Reviewer
- Gift Reviewer
- Program Manager
- Program Reviewer
- Project Reviewer
- Sr. Business Manager
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Workday Reporting Webinar: Whom Did I Pay? (March 2018)
Training Type: Video
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This one-hour recorded webinar provides an overview of reports used to view salary details. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:
- FIN-PAY-Salary Detail
- FIN-PAY-Salary Analysis
Keyword: “Workday Reporting”
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Finance Reviewer
- Sr. Business Manager
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Workday Reporting Webinar: What Did I Pay For? (March 2018)
Training Type: Video
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This one-hour recorded webinar provides an overview of reports used to view transactiondetails. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:
- FIN-P2P-POs with Open Encumbrances by Organization
- FIN-P2P-Supplier Invoice Lines by Organization
- FIN-ACC-Enhanced Journal Line Detail
Keyword: “Workday Reporting”
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Workday Finance Roles:
- Accountant
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Finance Reviewer
- Procurement Data Entry Specialist
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Workday Finance: Ask the Experts – Match Exception (April 2018)
Training Type: Video
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This one-hour recorded webinar covers the Match Exception process that went into effect on April 2, 2018.
Keywords: “Match Exception”
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
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Workday Ask the Experts – P-Card (July 2018)
Training Type: Video
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This one-hour recorded webinar covers
P-Card/Travel Card Policy, Travel Card Reconciliation, and PCard Reconciliation.
Keywords: “Ask the Expert”
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- P-Card Holder (Employee as Self)
Workday Finance Role:
- Procurement Data Entry Specialist
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