Table of Contents: Learning to Use Workday

Overview

Below is a list of all the available training materials and reference materials to help you get to know and use Workday. 

If you have any questions or want to check in/learn about something in Workday, please enter a ticket using the buttons on the right.

Keep checking back as more training materials, FAQs, and workshops will continue to be added!

Overview resources

• What is Workday
• Workday Functions & What Systems It Will Replace
• Workday Merger-Related Updates

Table of Contents by Topic

Getting to Know Workday

• Quick Printable Guide - Workday Profile & Apps (see files on this page)
• Getting Started in Workday (Bridge course)
• Downloading the Workday Mobile App
• Reports/Dashboard/Notifications (Bridge course)
• Managing Favorites & Shortcuts in Workday
• Delegations

Personal Information

• Changing Your Preferred Name in Workday (staff & faculty only)
• Preferred Pronouns in Workday - Updating & Viewing Your Preferred Pronouns

Accounting

• Accounting Journal - Create
• Accounting Journal - Reverse, Copy, Edit and Cancel
• Gifts and Endowments
• Request Workday Financial Worktag

Budget

• Budget Amendment - Create
• Financial Manager Budgetary Balance Report
• Project - Create
• SJU Manager Financial Budgetary Balance - (740)
• SJU Manager Salary Financial Budgetary Balance Report
• SJU Manager Financial Budgetary Balance - Expenses - by Cost Center QRG
• SJU Manager Financial Budgetary Balance  Expenses  by Spend Category QRG

Banner to Workday Finance Crosswalks

• Banner Account to Workday Crosswalk (Quick Reference)
• Banner Account to Workday Crosswalk (Complete)
• Banner Org to Workday Cost Center and Program Crosswalk
• Banner to Workday Fund Crosswalk

Benefits

• Workday Benefits - Employees/Dependents (Bridge courses)
• Reporting a Life Event in Workday
• Updating Dependents & Beneficiaries in Workday

Payroll

• Direct Deposit in Workday
• How to Find Your Salary Band in Workday
• Viewing & Changing Your Tax Elections in Workday
• Viewing Your New Payslip in Workday

Procurement & Purchasing

• Procurement & Purchasing Session A (Training Recording)
• Procurement & Purchasing Session B (Training Recording)
• Cost Center Manager Training (Training Recording)
• Change Order to Purchase Order - Create
• IT / Technology Purchasing
• Miscellaneous Payee Creation Request
• Miscellaneous Payment Request - Create
• Procurement Card Transactions - Verify
• Punchout Catalog Requisition - Create
• Purchase Requisition - Create
• Purchase Requisitions - Approve / Send Back
• Receipt Against a Purchase Order - Create
• Supplier Request - Create
• Supplier Invoice Request- Create

Student Employment

• Canceling a Student Hire in Workday
• Hiring Student Workers & Federal Work-Study Students in Workday
• Hiring a Student via Grant or Gift Funding
• Student Hire Is Submitted, Not Processed: What Else Is Needed? - How to check on the hiring process in Workday

Time, Absence, & Leaves

• Clocking In & Out Using Workday 
• Correcting Time in Workday for Managers
• Entering, Reviewing, & Submitting Time in Workday
• Requesting Time Off & Using the Absence App in Workday (Bridge course)

Travel and Expense Reimbursement

• Travel and Expense Reimbursements (Training Recording)
• Spend Authorization for Employees - Create
• Spend Authorizations - Approve / Send Back
• Expense Report - Create
• Expense Report for a Student - Create
• Expense Report - Approve / Send Back

Workday for Managers

• Reviewing Your Team's Onboarding Tasks in Workday
• Workday for Managers: Team Absence and Time Approval Process (Bridge course)

Having Trouble or Don't See Your Question?

Submit a ticket here!

What's NOT in Workday?

Launching in Workday this Spring:

• Recruiting and hiring new employees – Phase 3 of implementation, launching in May 2024!
• Staff (non-union) performance evaluations, launching May 6
• ADA Accommodations requests
• Hybrid work agreements
• Tuition remission forms

Not moving to Workday at this time:

• Employee learning & compliance will remain in Bridge
• Retirement plan updates - retirement contributions can be seen in Workday, but updates will still need to be made via the TIAA website