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No matter how much preparation or training you've had for a new role or task, you never really understand all of the challenges change brings until you're actually hands-on, trying new things for the first few times. Learning to do anything well takes time and practice, as well as the opportunity to ask lots of questions and revisit the training and guidance you've received.
As we work toward a reasonable level of comfort with our new systems, Workday Financials and Adaptive Planning 3.0, here are a few suggestions to ease the transition:
- Attend Office Hours – note that several sessions on Reporting, Account Certification, and Delegation are offered throughout the month of August
- Review the Security Roles in Workday Finance webpage for information about tasks and transactions that each security role can execute in Workday
- Encourage your stakeholders to visit the Faculty Resources webpage for materials specific to faculty, researchers, PIs, and staff
- Complete the Account Certification course, available in Workday Learning
- Review the Delegation Overview & Best Practices resource for important information on delegating tasks in Workday
- Monitor the Known Issues webpage for updates to areas that are in progress
- Contact askfinance@virginia.edu if your unit is interested in hosting unit-specific Office Hours for faculty and researchers
Reach out to askfinance@virginia.edu with questions or comments – we value your feedback and are here to help!
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