Finding Help in Workday Finance

Now there are even more ways to find help!

Contributed by Danielle Hancock

As part of their recent releases, Workday has provided some new, helpful tools to help you find the information you need faster!

Meet the Workday Help Hub

You might remember the “Need Help?” button in Workday. That’s been replaced with something even better: the Workday Help Hub.

You can find it by searching for “Help Hub” in Workday’s global search or by scrolling through your menu.

From there, you’ll see resources for Finance and HR, including:

• Quick Reference Guides organized by functional area
• Easy links to the resources you use most often
• A Request Help button that sends your question straight to the right team 

Help, Right Where You Need It

When you’re working on a task, keep an eye out for those little question mark icons; we’re adding them wherever Workday allows. They offer short explanations of what belongs in a field (like Journal Source or Accounting Date) and sometimes include a direct link to the full Quick Reference Guide. 

AI-Powered Suggestions

With the latest Workday update, you’ll also see a “Suggested for You” section in some tasks. It uses your past activity to suggest what you’re most likely to need next.  They may not always be what you're looking for at the time, but on the whole, they should make it easier and quicker to find the task you're looking for.

Customer Accounts Hub & Revenue Hub

These two new hubs, found by using the global search in Workday, bring together everything you need for those tasks based on the roles you have in the system (you'll only see tasks you have permission to do).   

🎥 Watch a short walkthrough video here

Don’t Forget the Training Page

You can always find Quick Reference Guides, training videos, course slides, and one-on-one sign-up links on the Workday Finance Training page.

We're here to help!

These resources are additional help options for you as you work.  You are still encouraged to email askfinance@virginia.edu with your questions; we'll be happy to assist!

We’re always looking for new ways to make Workday easier to navigate and help easier to find. I hope you’ll take a few minutes to explore these tools and let us know what you think!

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More information:  Enhancements in Workday Finance