| Ad Hoc Events |
Overview on Ad Hoc events; includes how to create Ad Hoc Payments; Ad Hoc Bank Transaction Event; and how to create Ad Hoc events and templates. |
-Accounts Payable Settlement Specialist
-Settlement Specialist
-Accounting Operations Lead
- Accounts Payable Operations Lead
- Cash Specialist
-Bank Reconciliation Specialist |
- Workday Basics 101 CBT |
N/A |
| Award Event for Grants |
Learn how to complete Award Events in Workday. Topics include how to create new awards, billing schedules, award schedules, and new grants. |
-Sponsored Programs
Manager (optional)
-Award Contract Specialist
- Award Billing Specialist |
- Workday Basics 101 CBT |
N/A |
| Bank Account Management |
Overview on Bank Account Management; learn how to create and edit bank accounts; view bank statements; and view bank statement lines. |
-Bank Reconciliation Specialist
- Bank Configurator |
- Workday Basics 101 CBT |
N/A |
| Budget Amendment |
Overview on creating a budget amendment. |
-Central Budget Managers |
- Workday Basics 101 CBT |
N/A |
| Budget Amendment for Organization |
Overview on creating a budget amendment. |
-Budget Analyst
- Driver Worktag Manager |
- Workday Basics 101 CBT |
N/A |
| Customer Events |
Overview on various customer tasks, including creating a customer, customer contracts, and customer amendments; invoices, invoice emails, and invoice maintenance; interest and late fees; Dunning letter emails; schedule printing of a customer invoice; and customer statements. |
-Customer Billing Specialist
-Customer Collections Specialist
-Collections Manager
-Accounts Receivable Operations Lead
-Customer Contract Specialists
- Customer Refund Specialist
|
- Workday Basics 101 CBT |
Please complete this CBT before viewing the Customer Events ILT. |
| Customer Change Events |
Overview on how to edit the information for a customer’s banking, payment, summary, and credit information on their account. |
-Customer Billing Specialist
-Customer Collection Specialist |
- Workday Basics 101 CBT
- Customer Events CBT |
Please complete this CBT before viewing the Customer Events ILT. |
| Customer Payments |
Overview on Customer Events; learn how to create customer overpayment events, customer payment application events, and customer deposit events. |
-Customer Payment Specialist
-Customer Collections Specialist
-Collections Manager
-Accounts Receivable Operations Lead |
- Workday Basics 101 CBT
- Customer Billing Specialist and Customer Collections Specialist should complete Customer Events CBT first. |
Please complete this CBT before viewing the Customer Events ILT. |
| Edit Purchase Orders and Change Orders |
Overview on how to edit a purchase order, and how to create a change order. |
- Buyer
- Procurement Operations Lead |
- Workday Basics 101 CBT
- Receipts & Requisition Events CBT |
Please complete this CBT before viewing the Customer Events ILT. |
| Grants Lifecycle Companion Guide |
Overview of the Grants Lifecycle in Workday. |
-Sponsored Programs Manager
-Grants Manager
-Business Managers |
Workday Basics 101 CBT |
N/A |
| Internal Services |
Overview on Internal Services; learn how to create and edit Internal Service Deliveries; and create and edit Internal Service Providers. |
-Internal Service Delivery Data Entry Specialist
-Accountant
-Accounting Operations Lead |
Workday Basics 101 CBT |
N/A |
| Payroll Accounting |
Learn how to assign costing allocations and create payroll accounting adjustments. Note: HCM Action Initiators only need to watch Assign Costing Allocation video. |
-Central Office Payroll Costing Specialists
-Sponsor Program Manager
-Departments Payroll Costing Specialist
-HCM Action Initiator
-Payroll Accounting Adjustment Specialist
Please note: security roles for this course may change. |
Workday Basics 101 CBT |
Please complete this CBT before viewing the Payroll Accounting ILT. |
| Payment Management & Settlement |
Overview on payment management and settlement; learn how to create positive pay files, settlement runs, payment returns, payment return statements; print checks; and stop items. |
-AP Settlement Specialist
-Settlement Specialist |
Workday Basics 101 CBT |
N/A |
| P-Card Verification |
Learn how to find and verify P-Card transactions in Workday. |
TBD |
Workday Basics 101 CBT |
N/A |
| Receipt & Requisition Events |
Overview on how to create and edit receipts and requisition sourcing. |
-Requester
-Receiver
-Buyers
-Procurement Operation Lead |
Workday Basics 101 CBT |
Please complete this CBT before viewing the Purchase Orders and Requisitions for Buyers ILT. |
| Spend Authorization & Expense Reports |
Learn how to create a spend authorization; view spend authorizations; and create expense reports. Expense Data Entry Specialists will also learn how to create spend authorizations and expense reports for other workers. |
-Employee as Self
-Expense Data Entry Specialist |
Workday Basics 101 CBT |
N/A |
| Supplier Accounts Management |
Overview of supplier events, prepaid spend amortization event, and prepaid spend amortization schedule event. Employees will also learn how to process supplier invoices, look up invoices, and identify payment statuses. |
-Supplier Coordinator
-Subaward Specialist
-Supplier Subaward Approver
-AP Data Entry Specialist
-Buyer |
Workday Basics 101 CBT |
Please complete this CBT before viewing the Supplier Accounts ILT. |
| Supplier Invoice Requests |
Overview on Supplier Invoice Requests in Workday; includes how to create a supplier invoice request, as well as viewing, editing, or cancelling supplier invoice requests. |
-Employee as Self |
Workday Basics 101 CBT |
N/A |