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 - Cost Center Manager - Cost Center Sponsored Program Manager -
Department Deposit Specialist - Employee as Self - Department Expense Data Entry Specialist - FBPI - Finance Reviewer - - ISP Analyst - ISP Manager - Manager - Department Procurement Data Entry Specialist - Program Manager - Program Reviewer - Department Receiver - Senior Business Manager
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, clickhere*.
*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.
Training
Accountant Training:
Workday: Accounting Journals
Workday: Reporting for Data Entry Specialists
Related Training:
N/A
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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, clickhere*.
*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.
Training
CCM Training:
Cost Center Manager (CCM) Basics
Workday: Reporting for Cost Center Managers (CCMs)
Workday Finance: Ask the Experts – Match Exception (April 2018)
Workday for Approvers
Workday: Payroll Accounting
Workday: Security
Related Training:
Ask the Experts: Business Intelligence (BI)(June2018)
All available business process courses available for Finance roles
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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, clickhere*.
*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.
Training
CCSPM Training:
Workday Finance: Ask the Experts – Match Exception (April 2018)
Workday for Approvers
Workday Grants 102
Workday: Security
Related Training:
N/A
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Department Deposit Specialist
This role initiates the recording of "after the fact" cash deposits or withdrawals that appear in the Bank of America CashPro Online Report.
Note: On the Medical campus, this role is held in Medical Finance only.
To learn more information specific to this role, clickhere*.
*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.Training
Department Deposit Specialist Training:
Workday: Ad Hoc Bank Transactions
(Gables/RSMAS only)Workday: Reporting for Data Entry Specialists
Related Training:
N/A
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Employee as Self
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.
Training
Employee as Self Training:
Workday Basics
Workday: Expenses
Note: For training on Workday's procurement processes, please contact your purchasing department.
Related Training:
University Travel Card Program (U.S. Bank)
University Travel Card Program Refresher (U.S. Bank)
Purchasing Card Education (U.S. Bank)
Purchasing Card Refresher (U.S. Bank)
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Department Expense Data Entry Specialist
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, clickhere*.
*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.Training
Department Expense Data Entry Specialist Training:
Workday: Expenses
Workday: Check Requests
Workday: Reporting for Data Entry Specialists
Related Training:
University Travel Card Program (U.S. Bank)
University Travel Card Program Refresher (U.S. Bank)
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Finance Business Process Initiator (FBPI)
This role initiates someHR/Payrollbusiness processes.
Training
FPBI Training:
Workday: Payroll Accounting
Related Training:
N/A
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Finance Reviewer
This role views someHR/Payrollinformation related to HR business processes.
Training
Finance Reviewer Training:
Workday: Reporting for Cost Center Managers (CCMs)
Workday: Security
Related Training:
Ask the Experts: Business Intelligence (BI)(June2018)
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HR Partner & HR Business Process Initiator (HR BPI)
These roles initiate someHR/Payrollbusiness processes.
Training
HR Partner & HRBPI Training:
Workday Basics
Workday for HR Partners and HR BPIs
Workday: Recruiting
Workday: Leave Management
Workday: Student Employment
Workday: Security
Related Training:
N/A
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Internal Service Provider (ISP) Analyst
This role can create internal catalogs and Internal Service Documents (ISDs) in Workday.
To learn more information specific to this role, clickhere*.
*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.Training
ISP Analyst Training:
Workday: Internal Service Providers (ISPs)
Workday: Reporting for Data Entry Specialists
Related Training:
N/A
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Internal Service Provider (ISP) Manager
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.Training
ISP Manager Training:
Workday: Internal Service Providers (ISPs)
Workday for Approvers
Workday: Reporting for Data Entry Specialists
Related Training:
N/A
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Manager
This role initiates some HR/Payroll business processes.
Training
Manager Training:
Workday for Approvers
Workday: Recruiting
Workday for HR Partners and HR BPIs
Workday: Leave Management
Workday: Payroll Accounting
Workday: Student Employment
Related Training:
N/A
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Department Procurement Data Entry Specialist
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, clickhere*.
*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.Training
Department Procurement Data Entry Specialist Training:
Workday: Check Requests
Workday: Reporting for Data Entry Specialists
Note: For training on Workday’s procurement processes, please contact your purchasing department.
Related Training:
Purchasing Card Education (U.S. Bank)
Purchasing Card Refresher (U.S. Bank)
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Program Manager
This role approves business processes related to his/her assigned Program and has access to reports and other information about the Program in Workday.
Training
Program Manager Training:
Workday for Approvers
Workday: Reporting for Cost Center Managers (CCMs)
Workday: Security
Related Training:
N/A
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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).
Training
Program Reviewer Training:
Workday: Reporting for Cost Center Managers (CCMs)
Related Training:
N/A
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Department Receiver
This role verifiesthat 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.- To learn more information specific to this role, clickhere*.
*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. Training
Department Receiver Training:
Workday for Receivers
Workday Finance: Ask the Experts – Match Exception (April 2018)
Workday: Reporting for Data Entry Specialists
Related Training:
N/A
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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.
Training
SBM Training:
Workday for Approvers
Workday: Reporting for Cost Center Managers (CCMs)
Workday: Security
Related Training:
Ask the Experts: Business Intelligence (BI)(June2018)
