Finance Trainings
Workday: FDM is a required prerequisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keyword: "FDM."
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Course Title
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Description
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Target Audience
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Workday: FDM
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This 30-minute computer-based learning (CBL) provides a basic understanding of the Workday Financial Data Model (FDM) and its dimensions, including Company, Cost Centers, and Driver Worktags. This CBL is a required prerequisite for Workday Finance Training.
Keyword(s): "FDM"
No prerequisite is required.
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All Workday Roles
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Cost Center Manager (CCM) Basics
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This one-hour computer-based learning (CBL) provides an overview of the responsibilities and tasks expected from the Cost Center Manager (CCM) role within Workday.
Keyword(s): "Cost Center Manager"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before taking this CBL.
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Workday Finance Role:
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Workday: Expenses
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This 2.5-hour computer-based learning (CBL) guides you through how to perform expense reimbursement business processes in Workday, including how to create Expense Reports and Spend Authorizations.
Keyword(s): "Expenses"
Workday: FDM is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Roles:
- Employee As Self
- Department Expense Data Entry Specialist
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Workday: Accounting Journals
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This 1.5-hour computer-based learning (CBL) provides an overview of Workday's accounting journal business processes, including creating journals, reversing them, and replenishing petty cash funds.
Keyword(s): "Journals"
Workday: FDM is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Role:
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Workday: Ad Hoc Bank Transactions
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This one-hour computer-based learning (CBL) guides you through the Ad Hoc Bank Transaction (AHBT) business process in Workday and shows how to run several reports listing AHBTs.
Keyword(s): "Ad Hoc"
Workday: FDM is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Role:
- Department Deposit Specialist
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Workday: Payroll Accounting
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This two-hour computer-based learning (CBL) guides you through the Payroll Accounting business processes in Workday and describes changing organization assignments, costing allocations, and payroll accounting adjustments (PAA).
Keyword(s): "Payroll Accounting"
Workday: FDM is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Roles:
- Cost Center Manager
- Finance Business Process Initiator
- Manager
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Workday: Reporting for Cost Center Managers (CCMs)
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This 1.5-hour computer-based learning (CBL) provides an overview of the Workday reports available to Cost Center Managers (CCMs), which answer questions such as "How much do I have?,” "Whom did I pay?," and "What did I pay for?"
Keyword(s): "Cost Center Manager"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before taking this CBL.
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Workday Finance Role:
- Cost Center Manager
- Finance Reviewer
- Program Manager
- Program Reviewer
- Senior Business Manager
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Workday: Reporting for Data Entry Specialists
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This 1.5-hour computer-based learning (CBL) provides an overview of Workday transactions reports. These reports answer questions such as "How do I find my procurement transactions?," "How do I find my expense transactions?," and "How do I find my other transactions?"
Keyword(s): "Data Entry Specialist"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before taking this CBL.
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Workday Finance Roles:
- Department Expense Data Entry Specialist
- Department Procurement Data Entry Specialist
- Department Accountant
- Department Deposit Specialist
- ISP Analyst
- ISP Manager
- Department Receiver
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Workday Gifts 101
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This 15-minute computer-based learning (CBL) provides a basic understanding of the Gifts functionality in Workday, introduces terminology and roles, and reviews the Gifts administration process at the University.
Keyword(s): "Gifts 101"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before taking this CBL.
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All Workday Roles
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Workday Grants 101
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This 30-minute computer-based learning (CBL) provides a basic understanding of the Grants functionality in Workday, introduces terminology and roles, and reviews the Grants lifecycle.
Keyword(s): "Grants 101"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before taking this CBL.
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All Workday Roles
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Workday Grants 102
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This one-hour recorded webinar provides an overview of Awards, describing how they are displayed and managed in Workday, and reviewing billing, invoicing, and the budget plan.
Keyword(s): "Grants 102"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before viewing this recording.
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Workday Finance Role:
- Cost Center Sponsored Program Manager
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Workday: Security
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This one-hour computer-based learning (CBL) explains how security roles function in Workday, which impacts what users can see and do in the system. It provides an overview of department-assigned roles, describes how to request changes to security role assignments, and explains the importance of auditing security role assignments.
Keyword(s): "Workday Security"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM 2020 before taking this CBL.
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All Workday Roles
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Workday Finance for Principal Investigators (PIs)
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This 45-minute recorded webinar provides an overview of Award and Grant information in Workday for Principal Investigators (PIs), introduces terminology and the Grant and Awards lifecycle in Workday, and reviews the use of grants in HCM/Payroll transactions.
Keyword(s): "Workday for PIs"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before viewing this recording.
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Workday Finance Role:
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Workday: Internal Service Providers (ISPs)
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This 1.5-hour CBL provides an overview of the Internal Service Provider (ISP) business processes in Workday, including reviewing the advantages and disadvantages of using Internal Catalogs.
Keyword(s): "ISP"
Workday: FDM is a required prerequisite for Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Roles:
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Workday for Approvers
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This 1.5-hour recorded webinar, intended for those Workday roles that approve Workday Finance business processes (BPs), provides an overview of the Financial Data Model (FDM) dimensions, the Workday delegation process, and the BPs approved by each Workday Finance role.
Keyword(s): "Approvers"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before viewing this recording.
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- ISP Manager
- Manager
- Program Manager
- Senior Business Manager
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Workday: Check Requests
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This one-hour computer-based learning (CBL) guides you through the Check Request business processes in Workday, including how to create a Supplier Request and a Supplier Invoice.
Keyword(s): "Check Requests"
Workday: FDM is a required prerequisite for all Workday Finance Training. You must complete it before taking this CBL.
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Workday Finance Role:
- Department Expense Data Entry Specialist
- Department Procurement Data Entry Specialist
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Workday Finance: Ask the Experts – Match Exception (April 2018)
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This one-hour recorded webinar covers the Match Exception process that went into effect on April 2, 2018, and explains five reasons for them to occur and how to take corrective action.
Keyword(s): "Match Exception"
No prerequisite is required; however, it is strongly recommended to take Workday: FDM before viewing this recording.
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Workday Finance Roles:
- Cost Center Manager
- Cost Center Sponsored Program Manager
- Receiver
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Workday for Receivers
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This 15-minute computer-based learning (CBL) is intended for anyone assigned the Workday Finance role of Department Receiver. It covers the Create Receipt business process, including the use of three-way matching and how to record over receiving and under receiving.
Keyword(s): "Receivers"
No prerequisite is required.
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Workday Finance Role:
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