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, or drop into our Virtual Water Cooler Hours on Wednesdays from 12-1pm. 

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

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?

There are many things that we are not currently doing in Workday. Some of these processes and documents will move to Workday in the summer or over the next two phases of our implementation, but some processes will remain outside of Workday long term.

Moving to Workday (but not yet!):

• Recruiting and hiring new employees – Phase 3 of implementation, coming in 2024 – remaining in PeopleAdmin at this time
• ADA Accommodations requests
• Hybrid work agreements
• Tuition remission forms

Not moving to Workday at this time:

• Employee learning and administrative (non-union) staff performance will remain in Bridge
• OIT security training will remain in Litmos
• Retirement plan updates - retirement contributions can be seen in Workday, but updates will still need to be made via the TIAA website