Workday Financials (Job Aids)

Workday Financials went live at the University of Virginia beginning in FY2023, replacing both Oracle and Chrome River. Below are resources designed to assist with navigating Workday.

 

Reference Documents:

Workday Financials Go Live Training (video) 6-22-22

June 2022 Training Session PowerPoint Slides

PTAO to Workday Worktags Crosswalk

Expense Item Descriptions

UA Workday Activity Numbers/Descriptions

 

Job Aides:

Creating a Workday Expense Delegation

Create Expense Report

Using Workday Mobile App to Scan Receipts & Create Expense Reports

Create a Purchase Requisition (PO Purchaser)

Create and Assign a Cart (PO Shopper)

Create Supplier Invoice Request (Payment Vouchers)

 

Workday Learning Training Modules:

Introduction to Workday Financials (Required for new staff)

Creating Expense Reports (Required if creating Expense Reports on behalf of others)

Purchase Requisitions, Purchase Orders & Supplier Invoice Requests

 

Videos:

EXAMPLE #1: Creating an Expense Report for University Advancement Development Officer Travel

EXAMPLE #2: Creating Expense Report for University Advancement Campaign Event Travel