Overlook Corporate Center building on sunny day

Training and Resources

Click on the tabs below to learn more about our in-person and self-paced offerings:

Register for TrainingFinance Job AidsHuman Resources Job Aids

Performance Management Course Descriptions
Course Name
PM101: Managerial Performance Review Process
Description
This course is designed to provide instructions for conducting performance reviews for managerial staff, including an overview of the approval workflow, submitting self-evaluations, approver responsibilities and accessing completed reviews.
Targeted Audience
Managers
Course Name
PM102: Professional Staff Performance Review Process
Description
This course is designed to provide instructions for conducting performance reviews for professional staff, including an overview of the approval workflow, submitting self-evaluations, approver responsibilities and accessing completed reviews.
Targeted Audience
Professional Staff
Course Name
PM103: Civil Service Performance Review Process (PAR)
Description
This course is designed to provide instructions for conducting initial agreements, interim and final assessments for civil service staff, including an overview of the approval workflow, employee and supervisor responsibilities and accessing completed reviews.
Targeted Audience
Civil Service
Recruiting Course Descriptions
Course Name
Recruiting 102: Search and Hire Process
Description
DEMONSTRATION. In this course, participants will learn the phases of the hiring process, including: reviewing, screening, interviewing, moving to background & reference checks, and moving a candidate to the hire.
Targeted Audience
Search Committee Chairs and Assistants

Finance Course Descriptions

Course Name: Procurement Lifecycle
Description: In the Procurement Lifecycle class, attendees will perform hands-on exercises to learn the layout of the system, and the procedures to create and manage requisitions, purchase order changes, receipts, and returns.
Target Audience: Cost Center Requisitioner, Cost Center Manager, Grant Manager (PI), Gift Manager, and Project Manager.

Course Name: Expense Reimbursements
Description:The Expense Reimbursement class explains the process and system flows for creating Spend Authorizations and Expense Reports for the Employee as Self, and On Behalf Of other employees and non-employees. Through reference guides and hands-on exercises, attendees are able to understand and learn the system functions, process requirements, and approvals for their requests. This class is recommended for all employees who travel, or have reimbursable expenses to submit to the University.
Target Audience: All Employees who travel, Cost Center Requisitioner, Cost Center Manager, Grant Manager (PI), Gift Manager, and Project Manager.

Course Name: Supplier Invoice
Description:The Supplier Invoice class is recommended for Cost Center Requesters, and will review the process of creating and managing payments where purchase orders are not required within Workday. Attendees will review the Supplier Invoice Number Template, and enter a request into the training system.
Target Audience: Cost Center Requisitioner, Cost Center Manager, Grant Manager (PI), Gift Manager, and Project Manager.

Course Name: Budget Functions
Description:The Budget Functions class explains how to run and review the R002 Budget Report for those users who have access to their Cost Center or Gift budget information in Workday. Additionally, attendees of the session will learn the parameters around budget amendments within the system and the process for creating and submitting them. This class is recommended for users with budget view access.
Target Audience:Cost Center Budget Specialist, Cost Center Manager, and Gift Manager.

Course Name:Account Transfer
Description:During the Account Transfer class, attendees will learn the process of creating financial transfers for expenses and revenues, as well as interdepartmental services. The hands-on exercises within the class reinforce the system steps, and allow attendees to increase their knowledge of the system.
Target Audience:Cost Center Requisitioner, Cost Center Manager, Grant Manager (PI), Gift Manager, and Project Manager.

Course Name:Grants Reporting
Description:The Grants Reporting class reviews the reports, tasks, and transactional data located on the Grants dashboard. A demonstration of how to access and analyze this information within the system will be presented to attendees. This two hour session is recommended for Principal Investigators and those individuals with a role of supporting Grants budgets and transactions. Additionally, this class will review the Spend Authorization and Expense Reimbursement processes.
Target Audience:Grant Manager (PI), Grant Financial Analyst

Course Name:P-Card Transactions
Description:In the P-Card Transactions session, the P-Card Holder will learn the process of how to review transactional data, and correctly allocate the p-card purchases to the appropriate area within their budget lines. Approvers will be taught how to review and process the completed information. This demonstration is REQUIRED for all employees currently working with P-Cards.
Target Audience:P-Card Holders, P-Card Approvers

Open Lab Schedule

Workday Finance

Support Type Location Date Time
Procurement/Budget University Hall, Room 5009 1/13/2020 2:00pm ‐ 4:00pm
Accounts Payable/Accounting University Hall, Room 5009 1/17/2020 9:00am ‐ 11:00am
Budget University Hall, Room 5009 1/22/2020 2:00pm ‐ 4:00pm
Grants University Hall, Room 5009 1/24/2020 9:00am ‐ 11:00am
Procurement University Hall, Room 5009 1/28/2020 1:00pm ‐ 3:00pm
Accounts Payable/Accounting University Hall, Room 5009 1/31/2020 2:00pm ‐ 4:00pm
Grants University Hall, Room 5009 2/3/2020 2:00pm ‐ 4:00pm
Procurement University Hall, Room 5009 2/5/2020 1:00pm ‐ 3:00pm
Budget University Hall, Room 5009 2/11/2020 1:00pm ‐ 3:00pm
Accounts Payable/Accounting University Hall, Room 5009 2/17/2020 9:00am ‐ 11:00am
Grants University Hall, Room 5009 2/20/2020 9:00am ‐ 11:00am
Accounts Payable University Hall, Room 5009 2/24/2020 1:00pm ‐ 3:00pm
Accounting University Hall, Room 5009 2/25/2020 1:00pm ‐ 3:00pm

Workday Performance

Support Type Location Date Time
Open Lab University Hall, Room 5009 1/10/2020 10:00am-12:00pm
Open Lab University Hall, Room 5009 1/15/2020 2:00pm ‐ 4:00pm
Open Lab University Hall, Room 5009 1/21/2020 2:00pm ‐ 4:00pm
Open Lab Overlook 1/23/2020 10:00am-12:00pm
Open Lab University Hall, Room 5009 1/30/2020 2:00pm ‐ 4:00pm

Workday Recruiting

Support Type Location Date Time
Open Lab Overlook, Room 3051 11/20/2019 3:00pm ‐ 4:30pm
Open Lab Overlook, Room 3051 12/12/2019 3:00pm ‐ 4:30pm
Open Lab University Hall, Room 5011 1/17/2020 2:00pm ‐ 4:00pm
Open Lab University Hall, Room 5011 2/26/2020 9:00am ‐ 11:00am
Open Lab University Hall, Room 5011 3/18/2020 2:00pm ‐ 4:00pm

 

Please feel free to browse our job aids if you have already attended a training and would like a refresher.