The Financial Manager Workday Training Pathway is intended to support employees with finance-related tasks, actions, and business processes responsibilities by providing guidance on reviewing and approving transactions in Workday. To enroll in this Pathway on Workday Learning:
- Navigate to the Financial Manager 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:
- Workday Basics 102: Managers – overview of reports and apps for managers, as well as how to review and approve tasks and actions in Workday, and how to use advanced searching.
The training pathway program also includes step-by-instructions of several commonly used processes via the following job aids:
- Approving in Workday
Explains the available actions an approver can take for a business process.
- Canceling and Correcting Tasks
Explains the definitions of the Correct and Cancel commands; when to use each option; and the process for completing the appropriate option.
- Reporting in Workday
Explains how employees can run and use reports in Workday.
- Top FIN Reports
Provides descriptions of the following frequently used Finance reports:
- Bank Reconciliation Detail Report
- Customer Payments Requiring Actions
- Find Requisitions
- My Requisitions Report
- RPT012 BUD OPERATING BUDGET TO ACTUALS EXPINDITURES REPORT
- RPT014 GRANT Grant Budgets Report
- RPT092 FIN Income Statement Management View
- RPT216 EXP Expense Report for Print - Report Design-Updated (FSU ONLY)
- RPT269 Budget to Actuals Project
- RPT360 PAYACT Payroll Accounting Distribution Report - Flattened
- RPT091 Balance Sheet Management View
- RPT394 Federal Work Study Award to Actuals