Workday Finance Training Catalog

Register for Workday Training

To register for Workday’s current instructor-led training (ILT) courses, webinar sessions, computer-based learning (CBLs), and curriculum (mixed – ILT and CBL course) log into ULearn at http://ulearn.miami.edu. Once you have logged into ULearn, use the relevant keyword(s) below to search for Workday training. For technical assistance with ULearn, please contact the UMIT Service Desk at (305) 284-6565, option 5.

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.”

Click here to download the Workday Finance Training Schedule

Workday Finance Trainings

Course Title
Description
Target Audience

Workday FDM 101

Training Type: CBL

This one-hour CBL provides a basic understanding of the new Workday FDM dimensions, including Company, Cost Centers, and driver Worktags.

 Keyword: “FDM 101”

All Workday Roles

Workday Foundational Concepts

Training Type: CBL

This one-hour CBL is highly recommended to gain an understanding of basic Workday concepts prior to attending your first Workday Finance instructor-led training session.

 Keyword: “Concepts”

All Workday Roles

Workday Gifts 101

Training Type: CBL

This fifteen-minute CBL provides a basic understanding of the Gifts functionality in Workday. It will introduce new terminology and roles, provide an overview of Gifts administration at the University, and highlight key changes for departments.

Keyword: "Gifts 101"

All Workday Roles 

Workday Grants 101

Training Type: CBL

This thirty-minute CBL provides a basic understanding of the Grants functionality in Workday. It will introduce new terminology and roles, provide a review of the Grants lifecycle, and highlight key changes for ORA and department activities.

Keyword: "Grants 101"

All Workday Roles 

Workday Grants 102

Training Type: Video

This one-hour recorded webinar is highly recommended for anyone who currently manages Awards in Workday to learn more about:

  • Awards vs. Grants in Workday
  • Billing and invoicing
  • Budget
  • Subawards
  • Reports
  • Using Grants in HR/Payroll transactions

Keyword: "Grants 102" 

Workday Finance Role:

  • Cost Center Sponsored Program Manager 

Workday Security 101

Training Type: CBL

This one-hour CBL reviews how security roles function in Workday, which impacts what users can see and do in the system. It provides an overview of department-assigned roles, introducing new roles and exploring changes to existing roles. Additionally, it outlines the process for assigning roles to users prior to Finance implementation. 

Keyword: "Security 101"

All Workday Roles

Workday Security 102: Cost Center vs. Driver Worktag Roles

Training Type: Video

This ninety-minute recorded webinar covers the following topics about Workday Finance:

  • Overview of roles assigned to individual units (does not include Central Office roles)
  • Cost Centers or Cost Center Hierarchies vs roles assigned to Driver Worktags
  • Extending roles to Driver Worktags
  • Overview of role assignment search for yourself, your team, and Cost Center(s)
  • Workday Security Roles in Reports, the University of Miami's dynamic Business Intelligence (BI) portal
  • Workday Role Request Forms

 Keyword: “Security 102” 

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager 
  • Finance Reviewer
  • Sr. Business Manager
  • Sr. Business Officer

Navigating Workday Reporting and Troubleshooting for DMAS Users
Training Type: CBL

  • Overview of reporting systems and role-based reporting in Workday
  • How to run and filter reports in Workday
  • Report 90 equivalent and other relevant Workday reporting
  • How to look up transactions in Workday
  • Troubleshooting tips for Workday Finance roles

Keyword: "Workday Reporting"

  • Current DMAS users

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Manager
  • Program Manager
  • Sr. Business Manager 

Workday Finance for Principal Investigators (PIs)

Training Type: Video

This 45-minute recorded webinar provides an overview of award and grant information in Workday for Principal Investigators (PIs), including:

  • Navigation in Workday
  • Award and Grant Lifecycle in Workday
  • New Workday Terminology
  • Using Grants in HCM/Payroll Transactions

Keyword: "Workday for PIs"

Workday Finance Role:

  • Principal Investigator (PI)

 

Workday Finance Overview for Faculty and Researchers (August 2017)

Training Type: Video 

This one-hour recorded webinar provides an overview of Workday Finance for Faculty and researchers to learn more about:

  • Changes to purchasing and reimbursement processes
  • Workday’s Financial Data Model (FDM)
  • Reporting

Keyword: “Faculty and Researchers” 

  • Faculty
  • Researchers

Workday Finance: Ask the Experts (November 2017)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Security roles
  • Delegation
  • Workday request forms
  • Additional resources

Keyword: “Ask the Expert”

All Workday Roles

 

Workday Finance: Ask the Experts (December 2017)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Assign a cart in UMarketplace
  • Create an Expense Report
  • Finance reports in Workday
  • Additional resources

Keyword: “Ask the Expert”

All Workday Roles 

Workday Finance: Ask the Experts (February 2018)

Training Type: Video

This one-hour recorded webinar covers the following Workday Finance topics:

  • Verify Procurement Card (P-Card) Transactions
  • Non-Employee and Student Expense Reimbursement Form
  • Create Change Order
  • Additional resources

Keyword: “Ask the Expert”

All Workday Roles

Workday for Approvers

Training Type: Video

  • Financial Data Model (FDM) dimensions
  • Delegation
  • Straw Model for Workday Finance business processes (BPs)
  • Review of BPs approved by each Workday Finance role
  • Reporting for approver roles

Keyword: "Approvers"

Workday Finance Roles:

  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Manager
  • Program Manager
  • Sr. Business Manager  

Workday: Accounting Journals

Training Type: ILT

 

  • Financial Data Model (FDM) dimensions
  • Create Accounting Journal BP, including replenishing petty cash funds
  • Unpost Accounting Journal BP
  • Create Intercompany Accounting Journal BP
  • Create Recurring Journal Template BP
  • Reporting related to Financial Accounting

Keyword: "Journals"

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.”

 

Workday Finance Role:

  • Accountant

Workday: Ad Hoc Bank Transactions

(Formerly Cash Journals)

Training Type: ILT 

  • Financial Data Model (FDM) dimensions related to deposits or withdrawals
  • Create Ad Hoc Bank Transaction BP
  • Reporting related to deposits or withdrawals

Keywords: “Ad Hoc”

Workday FDM 101 is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.”

Workday Finance Role:

  • Deposit Specialist 


Workday: Check Requests

(Formerly eChecks)

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to check requests 
  • Create Supplier Request BP 
  • Create Supplier Invoice BP 
  • Reporting related to check requests

Workday Finance Role: 

  • Expense Data Entry Specialist 
  • Procurement Data Entry Specialist

Workday: Expenses

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to Expenses, emphasizing Driver Worktags
  • Create Spend Authorization BP
  • Create Expense Report
  • Create Non-Employee Expense Report
  • Reporting for Expenses

Keyword: "Expenses"

Workday FDM 101 is a required pre-requisite for Workday Finance Training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.”

Workday Finance Roles:

  • Employee As Self
  • Expense Data Entry Specialist 

Workday: Payroll Accounting 

Training Type: ILT

  • Change Organization Assignments BP 
  • Assign Costing Allocations BP using non-Grant Driver Worktags 
  • Create Payroll Accounting Adjustment BP using non-Grant Driver Worktags 
  • Reporting related to Payroll Accounting 

Keyword: "HR/Payroll" 

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.

Workday Finance Roles: 

  • Cost Center Manager 
  • Finance BPI

Workday: Procurement

Training Type: ILT 

  • Financial Data Model (FDM) dimensions related to Procurement, including Driver Worktags
  • Create Purchase Requisition BP
  • Create Change Order BP
  • Reporting for Procurement

Keyword: "Procurement"

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.

Workday Finance Roles:

  • Employee As Self
  • Procurement Data Entry Specialist 

Workday for Internal Service Providers (ISPs)

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to Internal Service Provider (ISP)/Internal Service Delivery (ISD) 
  • Create ISD BP 
  • Explain use of internal catalog 
  • Reporting related to ISP/ISD 

Keyword: "ISP" 

Workday FDM 101 is a required pre-requisite for Workday Finance training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.


Workday Finance Roles: 

  • ISP Analyst 
  • ISP Manager 

Workday Update: HR/Payroll Business Processes

Training Type: CBL 

  • Financial Data Model (FDM) dimensions related to HCM BP changes
  • Legacy values
  • Highlight BP changes based on Finance implementation

Keyword: "HR/Payroll"

All Workday roles that initiate and approve HR/Payroll business processes.

Workday Reporting Webinar Series

Training Type: Webinar

 

These one-hour webinars showcase new and existing reports currently available to analyze your data. Subject matter experts discuss report usage based on security roles in Workday, demonstrate running the reports, and answer questions. Click here for more information about each webinar in the series.

 Keyword: “Workday Reporting”

Each webinar is targeted to the Workday security role(s) able to run the reports covered.

Workday Reporting Webinar: How Much Do I Have? (March 2018)

Training Type: Video

This one-hour recorded webinar provides an overview of reports used to view summary balances by Worktag. Subject matter experts discuss report usage based on security roles in Workday, run the following reports, and answer questions:

  • Summary Balances by Driver Worktag Dashboard
  • Summary Balances by Program
  • Summary Balances by Gift
  • Summary Balances by Project
  • Transaction Audit Report
 Keyword: “Workday Reporting”

Workday Finance Roles:

  • Accountant
  • Cost Center Manager
  • Cost Center Sponsored Program Manager
  • Finance Reviewer
  • Gift Reviewer
  • Program Manager
  • Program Reviewer
  • Project Reviewer
  • Sr. Business Manager

Related Trainings

Course Title
Description
Target Audience

Workday Basics

Training Type: CBL 

This 45-minute course provides an overview of Workday navigation, key concepts and Employee Self-Service.

Keywords: "Basics" 

Participants who have already attended HR/Payroll trainings

Workday: Processing Manual Journals for Sponsored Salaries

Training Type: ILT

This training is offered by the Office of Research Administration (ORA).

  • Summarize what comprises effort on a sponsored account
  • Gain an understanding of when and how to do a manual journal
  • Describe the requirements needed by ORA for a manual salary journal

Keywords: “Manual Journals”

Workday Finance Roles:
  • Cost Center Managers
  • Cost Center Sponsored Program Managers
  • Finance Business Process Initiators 
Business Intelligence (BI): FDM Update

Training Type: Video

 

Overview of changes to the business intelligence (BI) portal to assist in translating FRS data to Workday FDM values

Keywords: “BI Solution”
  • Microstrategy Users

Workday Finance Roles:

  • Cost Center Managers
  • Finance Reviewers

Business Intelligence (BI) Update

Training Type: Video

 

  • Standard and Ad Hoc reports
  • Overview of reports with Budget, Eliminations, Obligations, and Commitments
  • Review Phases 2 and 3 with CaneLink Student and Workday HR data

Keywords: “BI Solution”

 

  • Microstrategy Users

Workday Finance Roles:

  • Cost Center Managers
  • Finance Reviewers

 

Purchasing Card Education (U.S. Bank)

Training Type: CBL

  • Provides P-Card policies, procedures and other important information for cardholders and their supervisors.
  • Verify P-Card transactions BP in Workday

Keywords: “U.S. Bank”

  • P-Card Holder (Employee as Self)

Workday Finance Role:

  • Procurement Data Entry Specialist 

Coming Soon

Course Title
Description
Target Audience

Workday: Customer
Invoices

Training Type: ILT

  • Financial Data Model (FDM) dimensions related to customer invoices
  • Create Customer Invoice BP
  • Reporting related to customer invoices


Workday Finance Role:

  • Department Billing Specialist

Business Intelligence (BI)

Training Type: ILT 

  • Navigate the Reports SharePoint site
  • Run and export reports using BI
 Keywords: “BI Solution” 

 

  • Microstrategy Users

Workday Finance Roles:

  • Cost Center Managers
  • Finance Reviewers