Workday Training

For Seminars and ILTs, YOU MUST LOG INTO THE OSP SYSTEM before navigating to the course link below. LOG IN: https://training.osp.gatech.edu/

Area Offerings Recommended & Required Workday Roles
Workday/General
  • Workday Overview and Basics (Web-based)
    • This course will cover the basics of Workday, including topics such as: navigation, setting up your account to work for you, alerts and errors, getting set up with Workday Mobile, and our support model.
Encouraged for all Employees (Faculty, Staff, Student Employees)
  • Managing Transactions and Approvals in Workday (Web-based) - Access Slides
    • This course will discuss basics of a business process in Workday and will cover what the difference between reviewing, approving, sending back, or denying is, and how to check on the status of your transaction.
Strongly Recommended: Cost Center Manager, Driver Worktag Managers, PCard Cost Center Manager, PCard Holders
  • Workday Reporting (Web-based) - Access Slides
    • This course will go over different ways you can run reports in Workday, demonstrate how to find which reports you can run, and explain how to manipulate reports in Workday. The seminar includes a demo of some frequently used reports.

Strongly Recommended: Expense Preparer, Accountant

Encouraged for all Employees (Faculty, Staff, Student Employees)

 
 
Expenses
  • Spend Authorizations and Expense Reports (Web-based) - Access Slides
    • This course is directed towards all employees and will explain how to complete spend authorizations and expense reports.
Strongly Recommended: Encouraged for all Employees (Faculty, Staff, Student Employees), Expense Preparer
  • Spend Authorizations and Expense Reports 102 (Web-based)
    • This course explains how to prepare complex spend authorizations and expense reports for travel, understand expense line items, prepare a non-trip expense report, cancel or close spend authorizations, and understand Workday Reporting related to expenses.
Strongly Recommended: Encouraged for all Employees (Faculty, Staff, Student Employees), Expense Preparer
  • Expenses for Expense Preparers (Web-based) - Access Slides
    • This course will be advertised to T&E Administrators (Expense Preparers in Workday) and will dive deeper into how to create expense reports for other employees and non-workers.
Strongly Recommended: Expense Preparers, Faculty Support Coordinators (FSC)
 
Procurement
  • Workday Procurement (Web-based) - Access Slides
    • This course will be advertised to all employees and will cover the procurement process, focusing on how to create requisitions, how to locate the status of your requisition or purchase order, how to request a change order, and how to create receipts.
Strongly Recommended: Property Coordinator, Cost Center Manager, Driver Worktag Managers, RQ Reviewer, Faculty Support Coordinators (FSC)
  • Workday PCard Process and Approvals (Web-based) - Access Slides
    • This course will walk users through the new PCard verification and approval process in Workday.
Required: PCard Holder, PCard Cost Center Manager
  • Job aids on procurement processes such as requisitions, receipts, PCard transaction verifications, etc.- Access at services.gatech.edu
 
Financial Accounting
  • Key Concepts of the Foundation Data Model (Web-based) – Access Slides
    • This course will be required for all financial users and will cover the basics of the Foundation Data Model (similar to a chart of accounts). It will explain key concepts of Worktags, Hierarchies, and how to use our FDM Crosswalk to translate your current financial terminology into our new FDM Worktag values.

Required: Accountant

Strongly Recommended: Cost Center Manager, Driver Worktag Manager, Expense Preparer, PCard Cost Center Manager or Holder, RQ Reviewer *

Encouraged for all Employees (Faculty, Staff, Student Employees)

  • Financial Accounting for Campus Financial Managers (Instructor-led) – Access Slides
    • This instructor-led course is directed at Financial Managers (users expected to have a Workday role of ‘Accountant’.) This course will review the FDM, and cover new topics such as accounting journals, adjustments, the period close process, and will explore key concepts such as ledgers, ledger accounts, and statuses in Workday.
    • Financial Accounting for Central Office Financial Managers - Access Slides
Required: Accountant
  • Job aids on financial accounting activities such as accounting journals, allocations, period closes, etc.- Access at services.gatech.edu
 
Grants
Business Assets
  • Grants Concepts (Web-based)- Access Slides
    • This course for Grants Managers will cover the grants lifecycle from when an award is created to how the award is managed, reporting on billing, and award closeout.
Strongly Recommended: Grant Budget Specialist, Grants Manager, Financials Admins working on Grants, Faculty Support Coordinators (FSC)
  • Create a New Subagreement (Subaward) Request in CIS (Video)
    • This video will demonstrate how to create a new subagreement request in the Contract Information System (CIS) and will be available for all employees.
  • Workday & Subawards- What's Changing in Workday (Video)
    • This video will show what will and will not be changing for the Subawards process within Workday. This will be available for all employees.
  • Subaward Purchase Order (PO) Process - Review/Approve (Video)
    • This video will demonstrate how to create a subaward purchase order, review all applicable lines, and show each approval step after the initial submission. This will be available for all employees.
  • Subaward Invoice Process- Review/Approve (Video)
    • This video will demonstrate how to create a supplier invoice from a purchase order, review all applicable lines, and show each approval step after the initial submission. This will be available for all employees.
 
 
  • Business Assets for Property Coordinators (Web-based)
    • This course for Property Coordinators covers tagging and issuing an asset to a new worker and location, and inputting additional information. It also covers non-inventory surplus pickup for resident instruction and GTRI.​
Required: Property Coordinator
  • Job aids on business asset processes such as registering an asset, issuing an asset to a worker, and requesting surplus pick-up, etc. - Access at services.gatech.edu
 
Supplier Accounts
  • Supplier Invoice Requests (Video)
    • This video will demonstrate how to request a supplier invoice and will be available for all employees.
 
 
  • Job aids on processes such as prospective supplier registration, supplier invoices and requests, and match and match exceptions, etc.- Access at services.gatech.edu
 

 

 

Financials Transformation

Legacy Grants Management

Legacy Management Reports