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 17, 2025 – Workday Tips and Tricks (Encore session)
October 15, 2025 – Endowments and Restricted Gifts
November 19th, 2025: Accrual Accounting Tips
February 18th, 2026: Handling Supplier Invoices
March 18th, 2026: Creating Journal Entries
April 15th, 2026: Reporting Tips and Tricks
May 20th, 2026: Contracts
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2024-25 Finance Talk sessions
September 18, 2024 – Workday Tips and Tricks
October 16, 2024 – Delegations
November 20, 2024 – Reporting Tips and Tricks
March 5, 2025 (Rescheduled from Feb 19, 2025) – Expense Reports
March 19, 2025 – Period End Close
April 16, 2025 – Workday Security
May 28, 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.
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 |
|---|---|
| Traveling – What You Need to Know | Provides information on all things travel: meals, per diems, lodging, international travel, airfare, auto rentals. |
| Documentation Requirements | Describes documentation requirements for various expenditures, including airfare, conference registrations, mileage, lodging, meals, and more. |
| Business Purpose | Describes how to complete a business purpose for expenditures. |
| Expense Report Accruals | Provides guidance on what to review and includes descriptions for expense related accruals. |
| PCard Infraction Matrix | Provides an overview of PCard infractions and the points associated with the violation. |