Workday Information
Workday for Grants Launched January 1, 2021
Find more information about the Workday launch for Finance and Grants on the Modernization Team’s website.
HELPFUL RESOURCES
Glossary of Workday Terms & Terminology Crosswalk
Reporting Resources & Report Inventory by Role
Award Budget to Actuals RG & Dashboard Configuration RG
Workday-related questions, concerns, or requests for assistance should be directed to the Workday Service Desk.
Legacy to Workday Element Crosswalk
Note: if, when you click the link below, the page loads with “this page has no content” please choose the Dashboards dropdown menu at the top-right and scroll down to WSU Modernization Crosswalks – Finance. Then use the various built-in crosswalks and filters to find the information you’re looking for.
Please read the note above before going to this OBIEE crosswalk, which is a great tool for translating legacy elements to Workday elements, which you can export to Excel for easy slicing and filtering.
Workday Training is Here!
All employees are encouraged to review and complete the items on the Workday Readiness Checklistwhich will help you understand Workday security roles, set up Multi-factor Authentication (MFA) through OKTA, access the training catalog, bookmark the Workday support desk and knowledge base, sign up for the Modernization Newsletter, and find your area’s Change Network member.
Additionally, recently the Modernization Team completed the Grants Roadshow, and recorded sessions have been posted to the Modernization website.
Visit the Workday Training Catalog, where we recommend everyone in the Research Community review the following materials / consider taking the following courses. Note, some things on the list are self-led reviews of reference guides, while others are virtual instructor-led training which you must register in advance for in Skillsoft. Additionally, some courses have prerequisites.
- All under the Grants functional area:
- Workday Expert Q&A: Grants
- Workday Grants Guide: Award Budget to Actuals Dashboard Reports
- Workday Grants Guide: Create Request for Overdraft Grant Transfer
- Workday Grants Guide: Create Request for Sponsored Project Account
- Workday Grants Guide: Effort Certification
- Workday Grants Guide: Effort Certification for Effort Certification Reviewer
- Workday Grants Guide: Effort Certification for Faculty or Grant Principal Investigator
- Workday Grants: Overview
- Workday Grants: Post-Award Research Administration
- All under the Training by Role section for “Grant Manager” or “Principal Investigator” as appropriate:
- Workday Foundation Data Model Overview
- Workday Accounting Guide: Accounting Adjustment – Cost Transfer
- Workday Accounting Guide: Accounting Journal – Reversal
- Workday Accounting Guide: Create Accounting Journals
- Workday Accounting: Accounting Journal Reversal
- Workday Accounting: Accounting Journals
- Workday Expert Q&A: Accounting
- Workday Expert Q&A: Payroll
- Workday Payroll Guide: Assign Costing Allocation
- Workday Payroll Guide: Create Payroll Accounting Adjustments
- Workday Payroll: Assign Costing Allocation
- Workday Payroll: Create Payroll Accounting Adjustments
- Workday Payroll: Payroll Accounting
- Workday Procurement Guide: Create and Change Purchase Order
- Workday Procurement Guide: Create Requisition (Non-Catalog Goods/Services)
- Workday Procurement Guide: Create Supplier Contract
- Workday Procurement Guide: Create Supplier Contract Amendment
- Workday Procurement Guide: Verify Procurement Card Transaction
- Workday Procurement: Overview
- Workday Reporting Guide: Using Workday Reports
- Workday Revenue Guide: Create Customer Contract
- Workday Travel and Expenses Guide: Create and View Expense Report
- Workday Travel and Expenses Guide: Create Spend Authorization
- Duplicates from the Grants functional area:
- Workday Expert Q&A: Grants
- Workday Grants Guide: Award Budget to Actuals Dashboard Reports
- Workday Grants Guide: Create Request for Overdraft Grant Transfer
- Workday Grants Guide: Create Request for Sponsored Project Account
- Workday Grants: Overview
- Workday Grants: Post-Award Research Administration