The Budgets Workday Training Pathway is intended to support employees with budgeting responsibilities by providing an overview of the several Budgets-related processes To enroll in this Pathway on Workday Learning:
- Navigate to the Budgets Training Pathway program.
- Select Enroll.
Note: All prior completion of lessons and courses count toward requirements for completing this program, but you may re-access all completed training as desired.
Materials in this training pathway include the following Computer-Based Training (CBT) video series:
- Budget Amendment for Organization – overview on how Budget Analysts and Driver Worktag Managers can create a budget amendment.
- (Optional) Budget Amendment (Central Budget Managers) – overview on how Central Budget Managers can create a budget amendment.
The training pathway program also includes step-by-step instructions of several commonly used processes via the following job aids:
- Plan Budget Event
Explains the Plan Event business process, including accessing plan reports and maintaining budgets. The Find Plan report can be accessed by a Budget Analyst; the Maintain Budget report can be accessed by a Central Budget Manager.
- Budget Amendment for Organization
Explains how Budget Analysts and Driver Worktag Managers can create budget amendments.
- Budget Amendment
Explains how Central Budget Managers can create budget amendments.
- Budget Check Set Up
Explains how a Budget Administrator can set up budget check options. This process needs to be set up annually or with each new plan.
- Requesting a Budget Check Override or Modification
Explains the process for what to do when a budget check fails, including:
- Requesting an Override when Budget Check Fails
- Modifying Expense Transaction to Allow Successful Budget Check
- Performing a Budget Check Override
Describes the process of performing a budget check override for the following security role: Budget Check Exception Override Approver.