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The Grants Workday Training Pathway is intended to support employees with Grants-related responsibilities by providing an overview of several commonly used Grants business processes, tasks, and actions. To enroll in this Pathway on Workday Learning:
- Navigate to the Grants 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:
- Award Event for Grants – Explains how to create a new award, a new billing schedule, a new award schedule, and a new grant.
The training pathway program also includes step-by-step instructions of several commonly used processes via the following job aids:
- Create Award Events and Schedules
Explains how to create a new award, a new billing schedule, a new award schedule, and a new grant.
- Billing Events for Grants
Explains how Award Billing Specialists can perform the following tasks: creating a letter of credit for an award; generating sponsor invoices; running the record letter of credit draw down task.
- Grant Costing Events (Reprocess Award Costs and Assign Costing)
Explains how those holding the security role of Sponsored Program Manager can
reprocess award costs and assign costing allocations for grants.
- Changing Billable Transaction Outside Award Line Dates
Explains the process for changing cost-reimbursable expenditures that fall outside award line dates in order to make them billable without having to change award line dates.
- Managing Organizations and Grant Hierarchies
Explains how those holding the security roles of Project Administrator and Project Hierarchy Manager can manage grant hierarchies in Workday.
- Effort Certification
Explains how Effort Certification Managers can verify that funding spent on award salaries reflects the effort expended on the award.
- Lifecycle Companion
Provides an overview of the Grants Lifecycle in Workday.
- Award Budget Hub Event (Create Budgets and Amendments for Awards)
Explains how to Create the Budget for an Award.
- 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