Workday Job Aids & Demo Videos - Finance

This page includes job aids and demo videos related to Finance. Review job aids and demo videos related to Human Resources (HR), Finance, and Student Employment through the links below.

Job aids provide step-by-step instructions with screenshots of particular tasks in Workday. Once opened in the web browser, please open in the desktop app to optimize viewing. Demo videos are a video version of a job aid.  


Finance

Workday Strategic Sourcing (WSS)

General

Topic

Resource

How to Access Workday Strategic Sourcing

How to Access Workday Strategic Sourcing Job Aid

Contracts

Topic

Resource

How to Create a Contract

How to Create a Contract Job Aid
How to Create a Contract Demo Video

Contract Documents and DocuSign

Contract Documents and DocuSign Job Aid
Contract Documents and DocuSign Demo Video

How to Approve a Contract

How to Approve a Contract Job Aid
How to Approve a Contract Demo Video

How to Revise a Contract

How to Revise a Contract Job Aid
How to Revise a Contract Demo Video

How to Cancel a Contract

How to Cancel a Contract Job Aid
How to Cancel a Contract Demo Video

How to Terminate a Contract

How to Terminate a Contract Job Aid
How to Terminate a Contract Demo Video

How to Use the Contracts Dashboard

How to Use the Contracts Dashboard Job Aid
How to Use the Contracts Dashboard Demo Video

How to Add a Supplier Contract to a Requisition  

How to Add a Supplier Contract to a Requisition Job Aid
How to Add a Supplier Contract to a Requisition Demo Video 

How to Create a Contract from a Project 

How to Create a Contract from a Project Job Aid
How to Create a Contract from a Project Demo Video 

RFP's and Bids

Topic

Resource

How to Submit a RFP Request

How to Submit a RFP Request Job Aid
How to Submit a RFP Request Demo Video

How to Complete Bid Evaluations

How to Complete Bid Evaluations Job Aid
How to Complete Bid Evaluations Demo Video

How to Answer Supplier Questions in the Message Center

How to Answer Supplier Questions in the Message Center Job Aid
How to Answer Supplier Questions in the Message Center Demo Video

How to Use the Events Dashboard

How to Use the Events Dashboard Job Aid
How to Use the Events Dashboard Demo Video

How to Use the Project Dashboard

How to Use the Project Dashboard Job Aid
How to Use the Project Dashboard Demo Video

How to Compare and Analyze Supplier Bids 

How to Compare and Analyze Supplier Bids Job Aid

Supplier Performance Reviews

Topic

Resource

How to Request and Complete a Supplier Performance Review

How to Request and Complete a Supplier Performance Review Job Aid
How to Request and Complete a Supplier Performance Review Demo Video


Travel and Expenses

Travel

Topic

Resources

CTP Lightning - Getting Started

CTP Lightning - Getting Started Job Aid

CTP Lightning - How to Book Travel

CTP Lightning - How to Book Travel Job Aid

CTP Portal and Lightning

CTP Portal and Lightning Demo Video

CTP Lightning - Air Bookings

CTP Lightning - Air Bookings Demo Video

CTP Lightning - Booking Cars or Hotels Only

CTP Lightning - Booking Cars or Hotels Only Demo Video

CTP Lightning - Add a Car Only

CTP Lightning - Add a Car Only Demo Video 

CTP Lightning - Add a Car or Hotel

CTP Lightning - Add a Car or Hotel Demo Video

Expense Reports

Topic

Resources 

Create an Expense Report

Create an Expense Report Job Aid 
Create an Expense Report Demo Video 

Update Expense Reimbursement Payment Election

Update Expense Reimbursement Payment Election Job Aid

Add Per Diem to an Expense Report

Add Per Diem to an Expense Report Job Aid     
Add Per Diem to an Expense Report Demo Video 

Add Worktags to an Expense Report

Add Worktags to an Expense Report Job Aid

Itemize Your Expenses 

Itemize Your Expenses Job Aid      
Itemize Your Expenses Demo Video

View an Existing Expense Report

View an Existing Expense Report Job Aid

Add the Expenses Hub App

Add the Expense Hub App Job Aid

Create an External Committee Member (CCA only)

Create an External Committee Member (CCA Only) Job Aid        
Create an External Committee Member (CCA Only) Demo Video 

Create an Expense Report for a Guest (CCA only)

Create an Expense Report for a Guest (CCA Only) Job Aid        
Create an Expense Report for a Guest (CCA Only) Demo Video 

Create an Expense Report for a Worker (CCA only)

Create an Expense Report for a Worker (CCA Only) Job Aid        
Create an Expense Report for a Worker (CCA Only) Demo Video 

Expense Cards (Formerly Pcards)

Topic

Resources

Expense Card Reconciliation

Expense Card Reconciliation Job Aid
Expense Card Reconciliation Demo Video

Spend Authorizations (Cash Advances)

Topic

Resources

Create a Spend Authorization 

Create a Spend Authorization Job Aid     
Create a Spend Authorization Demo Video 

Spend Authorization Reconciliation 

Spend Authorization Reconciliation Job Aid        
Spend Authorization Reconciliation Demo Video

View an Existing Spend Authorization 

View an Existing Spend Authorization Job Aid        
View an Existing Spend Authorization Demo Video 

Expense Approvals

Topic

Resources

Reviewing/Approving Expense Reports

Reviewing/Approving Expense Reports Job Aid        
Reviewing/Approving Expense Reports Demo Video 


Procure-to-Pay (P2P)

Suppliers

Topic

Resources

Create a Supplier Invoice Request

Create a Supplier Invoice Request Job Aid
Create a Supplier Invoice Request Demo Video

Request a New Supplier

Request a New Supplier Job Aid      
Request a New Supplier Demo Video

Request a Supplier Change

Request a Supplier Change Job Aid    
Request a Supplier Change Demo Video

View an Existing Supplier

View an Existing Supplier Job Aid        
View an Existing Supplier Demo Video

How to Look for Payment Status on a Supplier Invoice

How to Look for Payment Status on a Supplier Invoice Job Aid

Requisitions

Topic

Resources

Create a Requisition - Connect to Supplier Website 

Create a Requisition- Connect to Supplier Website Job Aid   
Create a Requisition- Connect to Supplier Website Demo Video

Create a Requisition - Search Catalog

Create a Requisition- Search Catalog Job Aid
Create a Requisition- Search Catalog Demo Video 

Create a Requisition - Request Non-Catalog Items

Create a Requisition- Request Non-Catalog Items Job Aid     
Create a Requisition- Request Non-Catalog Items Demo Video

Copy a Past Requisition

Copy a Past Requisition Job Aid        
Copy a Past Requisition Demo Video

Create a Requisition Template

Create a Requisition Template Job Aid
Create a Requisition Template Demo Video

How to Split Line Items to Multiple Sets of Worktags

How to Split Line Items to Multiple Sets of Worktags Job Aid
How to Split Line Items to Multiple Sets of Worktags Demo Video

How to Create a Sole-Single Source Requisition 

How to Create a Sole-Single Source Requisition Job Aid

Adding an Ad Hoc Shipping Address to Requisition 

Adding an Ad Hoc Shipping Address to Requisition Job Aid

Managing Your Orders

Topic

Resources

Approving Supplier Invoices

Approving Supplier Invoices Job Aid

Change Order

Change Order Job Aid        
Change Order Demo Video

Managing Your Orders

Managing Your Orders Job Aid        
Managing Your Orders Demo Video

View Purchase Order Balance

View Purchase Order Balance Job Aid

Tech Acquisitions

Topic

Resources

Tech Acquisitions

Tech Acquisitions Job Aid         
Tech Acquisitions Demo Video

Internal Service Delivery

Topic

Resources

How to Create an Internal Service Delivery

How to Create an Internal Service Delivery Job Aid        
How to Create an Internal Service Delivery Demo Video

How to Find Internal Service Deliveries 

How to Find Internal Service Deliveries Job Aid 


Workday Budgets Header

Topic

Resources

Assign Temporary Costing Allocation

Assign Temporary Costing Allocation Job Aid 

Assign Costing Allocation - Tenure track faculty, affiliate faculty, admin prof (AP) and hourly staff

Assign Costing Allocation - Tenure track faculty, affiliate faculty, admin prof (AP) and hourly staff Job Aid

Assign Costing Allocation - Visiting faculty, adjunct admin prof (AP), temp hourly, and student employees

Assign Costing Allocation - Visiting faculty, adjunct admin prof (AP), temp hourly, and student employees Job Aid

Adjust Accounting on a Supplier Invoice

Adjust Accounting on a Supplier Invoice Job Aid

Create a Department Journal Entry Request

Create a Department Journal Entry Request Job Aid

How to Create Budget Amendment for Organization in Workday (Internal Faculty or Student Grants)

How to Create Budget Amendment for Organization in Workday (Internal Faculty or Student Grants) Job Aid

Report: General Fund Budget to Actuals

General Fund Budget to Actuals Report Guide

Report: Monthly Other Operating Budget to Actuals 

Monthly Other Operating Budget to Actuals Report Guide


Other Budget Topics Header

Cash Sales (Department Deposits)

Topic

Resources

Cash Sales/Department Deposits - Checks

Cash Sales/Department Deposits- Checks Job Aid

Cash Sales/Department Deposits - Credit Cards

Cash Sales/Department Deposits- Credit Cards Job Aid

Customer Invoice

Topic

Resources

Record Cash Sale

Record Cash Sale Job Aid

Invoicing Instructions

Invoicing Instructions Job Aid

Business Assets & Projects

Topic

Resources

Edit Project Completion and Other Project Details

Edit a Project Completion and Other Project Details Job Aid

Closing a Project

Closing a Project Job Aid

Navigating and Filtering Project Status Reports

Navigating and Filtering Project Status Reports Job Aid

View Purchase Orders by Project

View Purchase Orders by Project Job Aid

Viewing Project Budget vs Actual Reports

Viewing Project Budget vs Actual Reports Job Aid

How to View Your Department's Business Assets and Request an Asset Transfer

How to View Your Department's Business Assets and Request an Asset Transfer Job Aid


Review job aids and demo videos related to Getting Started with Workday, Human Resources (HR) and Student Employment:



Page last modified April 10, 2024