Training
Topics at a Glance
FINANCE Talk Learning Series
FINANCE Talk: A Monthly Learning Series is a live series of virtual training sessions from 11:30am to 12 noon the third Wednesday of each month. Series topics include Workday general tips and tricks, how to set up and carry out tasks as a delegate, reporting tips and tricks, how to create and manage expense reports, guidance around spend categories, period end close assistance, and help with the student disbursement process. Sign up for the course series to gain access to the Zoom link for each session through the Workday Learning App on your Workday homepage or click on this link to register.
Click the following links to access past recordings of the series.
September 18, 2024 – Workday Tips and Tricks
October 16, 2024 – Delegations
November 20, 2024 – Reporting Tips and Tricks
February 19, 2025 – Expense Reports
March 19, 2025 – Period End Close
April 16, 2025 – Guidance around Spend Category / Expense Item usage
May 21, 2025 – Student Disbursement Process
Workday Training
Job Aids and Videos
A large number of Workday-related job aids and videos are available for essential tasks and more advanced topics. Navigate to the Training & Support Worklet to access these materials.
Courses
Register and access the courses below through Workday Learning. Click on the links to get started.
| Training Topics | Course Offerings | |
| Workday Essentials | Workday Essentials for Faculty and Exempt Staff (On-Demand; 15 minutes) Workday Essentials for Hourly Staff (On-Demand; 18 minutes) Workday Essentials for Managers (On-Demand; 20 minutes) Workday Essentials for Student Workers (On-Demand; 10 minutes) | |
| Finance Fundamentals | FIN 101: Workday Finance Essentials (On-Demand; 25 mins) | |
| Procurement | FIN 102: Procurement in Workday (On-Demand; 1 hour) | |
| Invoicing & Receiving | FIN 103: Invoicing and Receiving (Instructor Led; 1 hour) | |
| Expense Reports | FIN 104: Reimbursements and Pcard in Workday (On-Demand; 1 hour) | |
| Accounting Journals | FIN 105: Workday Accounting (Instructor Led; 1 hour) |
Other Training Resources & Quick Guides
Student Financial Services
| Quick Guide | Description |
|---|---|
| Utilizing the Student Financial Services Fee Portal | This Quick Guide provides instructions on how to log in and Utilize the Student Financial Services Fee Portal. |
Accounts Payable
| Quick Guide | Description |
|---|---|
| Requesting Advance Travel Funds | This Quick Guide is designed to assist the campus community with completing an advance request and the process for documenting the advance once an employee uses the funds for the intended purpose. |
| Business Expense Receipts: Required Documentation | This Quick Guide is designed to assist our campus community with the receipt requirements related to business expenses. |
| Business Purpose | This Quick Guide is designed to assist our campus community with writing a complete business purpose. |
| International Travel Regulations | This Quick Guide is for the International Travel Decision Process. |
| Lost or Missing Receipts | This Quick Guide summarizes the available options when you are missing a receipt for reimbursement or the Pcard statement. |
| Meals Quick Guide | This Quick Guide is designed to assist our campus community with the documentation requirements relating to meals. |
| Prompt Payment Checklist | This Quick Guide is designed to assist our campus community with the reduction of follow-up and potentially expedite the payment process. |
| Submitting Expense Reimbursements | This Quick Guide is meant to assist University faculty, staff and students when completing expense reimbursements. |
| Travel Receipts: Required Information | This Quick Guide is designed to assist our campus community with the requirements for receipts that is required for invoices, reimbursement requests and Pcard statements that relate to travel. |
| Traveling Domestically: What You Need to Know | This Quick Guide is meant to assist University faculty, staff and students when traveling domestically. |
| Traveling Internationally: What You Need to Know | This Quick Guide is meant to assist University faculty, staff and students when traveling on University business internationally. |