Notifications within Workday are not "calls to action," they simply let you know that a process has occurred in the system. To view your notifications, click the bell icon on the top right-hand corner of your Workday home page (see the image below).
Workday automatically routes business processes for approval based on a set of pre-defined security and business rules. These rules can vary depending on each business process. For more information, refer to the Process Status and Workflow tip sheet. To access the resource, click on the orange Need Help? icon to get started, select tip sheets and type "process status" in the search field (see the images below). Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
No. In a case where you are both the initiator and an approver on the business process, (e.g., Accounting Journals, Purchase Requisitions), the task will not route to you for approval.
Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Expenses
Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
Per diem rates are allowances for lodging, meals, and incidental expenses, which are calculated based on the city of travel. The General Services Administration (GSA) sets standard per diem rates for the lower 48 United States, and the GSA website allows users to search for per diem rates for these states. This website also has links to the Department of Defense site that sets rates for Alaska, Hawaii, U.S. Territories, Possessions, and to the U.S. Department of State site that sets foreign per diem rates.
In Workday, you can run the Find Expense Report Lines for Organization (FIN-P2P-Find Expense Report Lines for Organization) report to identify pending, draft, or in-progress reconciliation transactions. Note: You must have the appropriate Workday Finance Security role to run this report.
You must present a check to the cashier's office for the total amount of the personal expense(s). Personal transactions incurred on the Travel Card should then be marked "Personal" in the Workday Expense Report. For more information, please contact the Corporate Cards Office at ap@miami.edu.
The Quick Expenses tab appears if the employee being reimbursed has used the Workday mobile app on their mobile device to upload receipts for their expenses.
You must reimburse the University of Miami by issuing a payment to the Cashier's Office to correct the error. Then, select the original travel card transaction within Workday on the Expense Report (ER) and add in the worktags, spend category, proof of repayment as support documentation, and an explanation "to correct reconciliation error charge" that references the original ER # in the Memo field.
Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Financial Accounting
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
Your journal will require approval from Cost Center Manager (CCM), Cost Center Sponsored Programs Manager (CCSPM), and Award Administration Approver 1 (AAA1). The CCM will approve for the program line. CCSPMs are required to approve any grant-related transaction and they will approve for the grant line. Additionally, all grant journals require approval from AAA1 which approves on behalf of the Office of Research Administration (ORA).
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
The letters "ZDNU" are added to Worktags that are no longer used within Workday. "DNU" stands for "Do Not Use," and the "Z" pushes Worktags that are no longer used to the bottom of selectable lists so that they become less visible.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Manager Information
Type "emergency contact" in the Workday Search field and select the HCM-ADM-Emergency Contact Information report. Type your name in the Organizations field, select the desired Supervisory Organization(s), and click OK to run the report.
Yes. Type "birthday" in the Workday Search field and select the HCM-ADM-Future-Birthdays report. Complete all fields marked as required (*) and type your name in the Organizations field to quickly search for your supervisory organizations. Note that the Your Team section on your Workday home page also highlights upcoming birthdays (e.g., within the next two weeks) for your direct reports.
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Payment Requests
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
The electronic Travel and Business Expense Reimbursement Policy governs both non-employee and employee travel. Visit the Controller's Office website to access the policy in PolicyStat.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Payroll
Yes. Tip sheets entitled Payslips and Payslips UMH provide guidance on how to view your payslips. To access these resources, log in to Workday, click on the orange Need Help? icon, and type "payslip" in the search field (see images below). *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Personal Information
Visibility of your compensation is restricted to you, your manager, and Central HR Offices.
Protecting the security and privacy of personal data is a priority, for both Workday and the University of Miami. Workday continually implements robust technical and organizational security controls to ensure that data is safe. Their global data protection program is founded on strict policies and procedures regarding access, use, disclosure, and transfer of customer data. Workday adheres to regulatory standards and is required to pass certifications and compliance controls required by law.
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Procurement
Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
Yes, however, not all items that appear in a catalog are part of a contract. For more information, contact your Procurement department's Sourcing team.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Recruiting
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Reporting
All Workday reports can be exported to Microsoft Excel by clicking on one of the two Excel icons (see image below). The top icon will export any criteria you selected (e.g., company, date range, etc.) along with all the report data, while the bottom icon will export only the column headings and report rows.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Security Rules
Please visit the Finance Security Role Matrix on the Workday Informational website to review a detailed list of finance roles, or learn more about role visibility, assignments, and implications. To request a role, complete the Workday Finance Role Request Form.
Follow the instructions in the Role Assignments for Worker Position tip sheet to view your own security role assignments. To access this tip sheet, log in to Workday, click on the orange Need Help? icon*, and type "role assignment" in the search field (see images below). Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Student Employee Self-Service
Undergraduate students are paid biweekly, on Fridays. Graduate student positions are usually paid monthly, on the last weekend of each month. Visit the Human Resources website to view the University's pay schedules.
Log in to Workday using your University-issued credentials. On your Home page, click on the Time app and select the appropriate job to Check In or Check Out, as appropriate. For more information, refer to the View, Enter, and Submit Time (Student Employees) tip sheet.
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Time Off
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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Training
Tip sheets and interactive guides are available within Workday to provide step-by-step instructions for navigating the system and completing business processes. To access these resources, log in to Workday, click on the orange Need Help? icon, and select a category or start typing in the search field (see images below). Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
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WalkMe for Workday
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
Yes, WalkMe for Workday's interactive navigational guides are only activated if you click on the orange Need Help? icon (see the image below). *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.
*Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.