To register for Workday's current instructor-led training (ILT) courses, computer-based learning (CBL), recorded webinars, and curriculum (mixed - ILT and CBL course), visit the Training Catalog for additional details.
Workday: FDM is a required prerequisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: "FDM."
Quick Links:
Department Accountant
This role can initiate accounting journals for assigned Cost Center(s) or Cost Center Hierarchy. This role assumes the person assigned understands fundamental accounting concepts (i.e., debits, credits) and the Workday Financial Data Model (FDM).
 To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Cost Center Manager (CCM)
This role can initiate and approve certain Workday HR business processes for workers in their Cost Center(s) or Cost Center Hierarchy, including assigning costing allocation, changing organization assignment, creating payroll accounting adjustments, processing period activity pay and requesting a one-time payment. This role will also receive notification of compensation and other information for workers in their Cost Center(s).
A CCM approves all non-grant related Finance business processes.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Cost Center Sponsored Program Manager (CCSPM)
This role can approve several Workday Finance business processes for assigned Cost Centers including grant-related purchase requisitions, expense reports, spend authorizations, PCard transaction submissions, supplier contracts, Internal Service Delivery, some Sponsor Invoices, and accounting journals.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader.
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Department Deposit Specialist
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This role initiates the recording of "after the fact" cash deposits or withdrawals that appear in the Bank of America CashPro Online Report.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
Note: On the Medical campus, this role is held in Medical Finance only.
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Employee as Self
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This role is automatically assigned to employees when they are hired and removed when terminated.
This role allows employees to initiate several transactions, including payment elections, requests for time off, purchase requisitions, spend authorizations, expense reports, and PCard and Travel Card reconciliations.
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Department Expense Data Entry Specialist
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This role can initiate Expense Reports and Spend Authorizations on behalf of other employees, reconcile Travel Card transactions and create Check Requests to reimburse expenses related to University activities, including travel to campus.
All employees can initiate their own Expense Reports.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Finance Business Process Initiator (FBPI)
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This role initiates some HR/Payroll business processes.
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Finance Reviewer
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This role views some HR/Payroll information related to HR business processes.
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HR Partner & HR Business Process Initiator (HR BPI)
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These roles initiate some HR/Payroll business processes.
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Internal Service Provider (ISP) Analyst
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This role can create internal catalogs and Internal Service Documents (ISDs) in Workday.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader.
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Internal Service Provider (ISP) Manager
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This role can create and approve internal catalogs and Internal Service Documents (ISDs) in Workday.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Manager
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This role initiates some HR/Payroll business processes.
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Department Procurement Data Entry Specialist
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This role can initiate Purchase Requisitions on behalf of other employees, reconcile PCard transactions, create Change Orders and initiate Check Requests to reimburse expenses related to University activities, including travel to campus.
To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Program Manager
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This role approves business processes related to his/her assigned Program and has access to reports and other information about the Program in Workday.
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Program Reviewer
- This role can view financial information about assigned Program(s). It is not an approver role and does not see compensation details unless coupled with the Finance Reviewer's role (FR).
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Department Receiver
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This role verifies that certain goods or services have been physically received and are appropriate for use (i.e., they are not damaged or defective). This role does not approve payment, but verifies the receipt of already approved goods or services.
Receiving is required for certain purchases before payment to a supplier can be made, including consulting agreements, trackable assets/capital equipment, and non-capital equipment and furniture.
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To learn more information specific to this role, click here*.
*If you are unable to click the links within this document, please download the PDF to your computer to access the links via Adobe Reader. |
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Senior Business Manager (SBM)
This role can approve certain Workday HR business processes (including editing position restrictions, creating positions, and compensation-related processes) as well as certain Workday Finance business processes including purchase requisitions greater than or equal to $25,000, spend authorizations equal to or greater than $2,500, and non-grant related expense reports greater than or equal to $10,000.
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