Training

Welcome to the Training page!

Please read this page in its entirety. Use this page to access all Workday Financial training information. in addition, on this page, you will find all Workday Financial training materials when they become available.

About Workday Financial Training

The Workday Financials Project team is committed to providing all employees impacted by the Workday Financial transformation with the skills and knowledge of the Workday Financial system that employees need to perform their jobs effectively.

Why Do I Need Training?

Completing Workday training will help you use Workday as efficiently and effectively as possible.

Workday Financial Training Overview

Role-Specific Training

Employees will only be required to complete the training that supports their daily activities.
Every employee impacted by the Workday Financial transformation will be trained for every security role assigned to them. Employees may be assigned multiple roles.

Mandatory

Training completion will be required to receive access to Workday Financial functionality.

Automated

Training courses and course materials will be assigned to you in the D2L Learning Management System (LMS).
You will receive a message when training becomes available to you. Also, you will receive periodic reminders to complete the assigned training.

Continued Support

Support materials, such as instructional manuals and videos, will be available to you on the Training webpage. Please note, however, that you will need to complete all training assigned to you in the LMS (not on the Training webpage) to get access to Workday Financial.

When Will Workday Financial Training Occur?

Currently, Workday Financial training is scheduled to run from May until mid-July 2026.

Prepare for Launch of Workday Training

Review Workday business process updates
Understand Workday terminology
Visit the Training webpage periodically for additional guidance
Stay tuned for upcoming training-related communications from the project team

What is My Role?

All Workday training is specific to the functional duties you will be performing using Workday (aka your role) come July 1. The project team created several training curricula aligned with your roles in Workday. You may be assigned more than one training role and therefore training curricula.

Role	What You Will be Able to Do
Requisitioner	Create a requisition Create a receipt
Requisition Approver	Approve a requisition Deny a requisition Send back a requisition Create a requisition Create a receipt
Budget Management Specialist	Understand Workday reports View and understand Manager Budgetary Balance Report Create a budget amendment for organization
Budget Approver	Review and approve a budget amendment
Budget Planning and Forecasting Specialist	Perform budget planning and forecasting Note: This role will be offered to Cost Center Managers and will be available after July 1, 2026.
Asset Manager	Register asset from supplier invoice Delete assets Transfer assets
Customer Accounts and Invoices Specialist for Cashier’s Office	Create a customer Create a customer invoice Apply payment Record deposit Perform cash sales (non-invoice deposits)
Customer Accounts and Invoices Specialist for Other Departments	Create a customer Create a customer invoice Apply payment Record deposit Cash sales (non-invoice deposits)
Expense Management Specialist	Create a Spend Authorization Create travel and expense reimbursement report using Worktags
Expense Approver	Approve a Spend Authorization Approve travel and expense reimbursement report using Worktags
PCard Holder	Reconcile PCard transactions in Workday
Strategic Sourcing Specialist	Future vendors will be able to set their companies up using self-service vendor portal
Effort Certification Specialist	Certify for hours charged to a grant or award

Workday Training Courses

Click here to review all role-specific Workday training courses offered by the Project team. When Workday Training starts in May, these training courses will be available both in the D2L Learning Management System (LMS) and on this page.

What Workday Training Do I Need to Take?

You will receive an invitation to via email to complete Workday training assigned to you. If you did not receive an invitation to compete Workday training for a specific role, that training has not been assigned to you. If you need training for a specific Workday role(s), please fill out the I need Workday training form (below) to let us know which training you need.

I need Workday training

What if Workday Training Was Assigned to Me in Error?

If you have been assigned training for a Workday role you don't need, our apologies for the confusion. Please fill out the form below to request your name to be taken off Workday training. The project team will review your request and take you off the training list. Please note that if you don't complete this form and simply skip your assigned training, we will assume you still need the training and follow-up with you and, potentially, with your supervisor.

I DON'T need Workday Training

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