Thursday, June 2, 2022

Training Update

I feel so much better about being able to help my colleagues! 

The activities we walked through on our own really helped me understand how to navigate Workday and complete the tasks.

I went in today feeling comfortable with this subject  and now I feel like I can do this with even more confidence.

I am glad to have access to the tenant for a while. I will make use of it!


The comments above are from a few of the approximately 1100 users who've taken Workday Financials training so far.  Stakeholder response to training has been overwhelmingly positive, and when stakeholders are feeling confident about the transition to Workday, we can all feel a little better about July 5's launch.

Training Resources

Visit the Workday Financials Training Resource page for training-related information.  Things to note: 

  • Quick Reference Guides have been posted for most courses.  You can review relevant QRGs related to Workday navigation, approvals, dashboards, delegation, and more. 
  • Slides from courses are being posted under the course title accordion items on the webpage.
  • The Security Role & Training Overview gives you a rundown of what courses require training, which don't, and what resources are available to both

Staff in all departments should register for Employee as Self self-paced courses, including "Introduction to Workday Financials," "Purchase Requisition - Employee as Self," and "Reporting."

Training and Finance Reporting

There are also numerous training-related resources available for finance reporting.  These resources are in the form of stand-alone training, QRGs, and as part of instructor-led and self-paced courses. 

  • Finance Reporting Training:  This is a self-paced course that will be available for employees on Workday Finance Reporting.  The objectives covered in each course are as follows:
    • Provide an overview of Workday reports and Fiscal Admin Dashboard
    • Explain how to access reports and dashboards in Workday
    • Add and manage favorites for reports
    • Explain and review the various report and dashboard fucntionalities
  • Training Materials: Quick reference guides that provide step by step guidance for Finance reports.  We have developed QRGs specifically related to
    • Reporting Functionality
    • Fiscal Admin Dashboard
    • Grant Admin Dashboard
  • Reporting Topics Incorporated into all other Finance Courses:  Each instructor-led and self-paced training course provides a list of reports related to the transactions covered in the course and how to run a report in Workday.

Questions or concerns about training?  Reach out to us at askfinance@virginia.edu!


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