Workday Finance Training Catalog

Register for Workday Training

To register for Workday’s current instructor-led training (ILT) courses, webinar sessions, computer-based learning (CBLs), and curriculum (mixed – ILT and CBL course) log into ULearn at http://ulearn.miami.edu. Once you have logged into ULearn, use the relevant keyword(s) below to search for Workday training. For technical assistance with ULearn, please contact the UMIT Service Desk at (305) 284-6565, option 5.

 

Course Title
Description
Target Audience

Workday FDM 101

Training Type: CBL

 This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, including Company, Cost Centers, and driver Worktags.

 Keyword: “Workday FDM 101”

 All Workday Roles

Workday Gifts 101

Training Type: CBL

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: "Workday Gifts 101"

 All Workday Roles

Workday Grants 101

Training Type: CBL

 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: "“Workday Grants 101"

 All Workday Roles

Workday Security 101

Training Type: CBL

This onehour 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: "Workday Security 101"

 All Workday Roles

Workday Basics

 

Training Type: CBL 

This 45-minute course provides an overview of Workday navigation, key concepts and Employee Self-Service.

Keywords: "Workday Basics"

All Workday Roles

 

 

*Next offering July 2017

Workday Business Processes for FBPIs*

Training Type: ILT

The 90-minute course specifically covers training on two finance business processes (Assign Costing Allocations & Payroll Accounting Adjustments) which are in place with the implementation of Workday HR. The course also covers the Change Organization Assignments HCM business process, as FBPIs may initiate changes to default Cost Centers and Legacy Values.

Keyword: "FBPI"

 

Workday Finance Roles:

  • Cost Center Manager
  • Finance BPI

 

Coming Soon

Workday: Expenses

Training Type: ILT

 

  • 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

 

Workday Role:

  • Employee As Self
  • Expense Data Entry Specialist

Workday: Procurement

Training Type: ILT

 

  • Financial Data Model (FDM) dimensions related to Procurement, including Driver Worktags
  • Create Purchase Requisition BP
  • Create Receipt BP
  • Verify P-Card transaction BP
  • Reporting for Procurement

 Workday Role:

  • Employee As Self
  • Procurement Data Entry Specialist
  • UM Receiver

Workday: Accounting Journals

 

Training Type: ILT

 

  • Financial Data Model (FDM) dimensions
  • Create Accounting Journal BP
  • Unpost Accounting Journal BP
  • Create Intercompany Accounting Journal BP
  • Reporting related to Financial Accounting

 Workday Account Role

Workday: Customer
Invoices

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to customer invoices
  • Create Customer Invoice BP
  • Reporting related to customer invoices
Workday Department Billing Specialist

Workday for P-Card Holders

Training Type: Webinar

  • Financial Data Model (FDM) dimensions related to Procurement
  • Verify transactions in Workday
  • Reporting for Pcards

Workday Role:

  • P-Card Holder (Employee as Self)
  • Procurement Data Entry Specialist

Workday: Updates to HR Business Processes

Training Type: Webinar

  • Financial Data Model (FDM) dimensions related to HCM BP changes
  • Legacy values
  • Highlight BP changes based on Finance implementation
All HR initiating and approving roles

Workday: Ad Hoc Bank Transactions

(Formerly Cash Journals)

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to ad hoc payments
  • Create Ad Hoc Payment BP
  • Reporting for Ad Hoc Payments

Workday Role:

  • Accountant
  • Cashier
  • Deposit Specialist

Workday: Ad Hoc
Payments

(Formerly eChecks)

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to ad hoc payments
  • Create Ad Hoc Payment BP
  • Reporting for Ad Hoc Payments

 

Workday Role:

Procurement Data Entry Specialist

 

Workday for Travel Card Holders

Training Type: Webinar

  • Financial Data Model (FDM) dimensions
  • Verify travel expenses in WD
  • Reporting for Travel Cards

Workday Role:

  • Travel Card Holder (Employee as Self)
  • Expense Data Entry Specialist

DMAS Changes

 

Training Type: CBL

  • Financial Data Model (FDM) dimensions
  • How to look up charges in Workday
  • Report 90 and other relevant reporting

DMAS Users

Workday for UM
Receivers

Training Type: CBL

  • Financial Data Model (FDM) dimensions related to receiving
  • Create Receipt
  • Reporting for Receiving

UM Receiver