*Attention: Starting on August 8, all Workday training material access links will route to Workday Help Knowledge Base. Have questions or inquiries? Please contact kNEXT at (407) 823-NEXT or click here to submit a Workday Help Case.
Workday Training Catalog - Expenses
Our Workday Training Catalog serves as a repository of all job aids and video demos created to assist end-user navigation in Workday. Although all training materials are viewable from this catalog, end-user functionality in Workday is based on security roles determined by job roles and responsibilities.
Introducing Workday Help – a knowledge base and case management application within Workday – to help guide users to find the information they seek regarding university processes. Workday Help is connected to various campus divisions/units to support end-users on UCF processes and policies. Users have the option to search within Workday for helpful articles that support their work. The case management system provides individualized support to help answer questions or address unique user needs.
View our Handout on Workday Quick Facts: What is Workday Help
ATTENTION: As of July 1, 2022, all job aids and video demos from the Workday Training Catalog are now located in our Workday Help Knowledge Base as “Articles”. For most up-to-date collection of training resources, please access our Workday Help categories now.
HOW TO NAVIGATE THIS CATALOG?
Use the right navigation menu located beside the catalog below to view training details by functional area. Once available, click the Access Now hyperlink in each learning category column to access on-demand training materials (job aids and video demos). Access to training materials requires UCF NID login.
HOW TO REGISTER FOR SESSIONS AND WEBCOURSES?
All registration for training sessions and webcourses will take place in Workday through the Learning app! Learn more on how to enroll in Workday Learning
HELPFUL TRAINING RESOURCES:
- How is training? Complete our Workday Training Evaluation Survey for feedback and recommendations.
- Navigate our FAQs to learn what is changing and details in various system processes.
- Plan to attend a live session! View our Workday Training Calendar to learn about upcoming live training sessions.
WORKDAY TRAINING CATALOG
Category Section Name | Description | Included Business Process Tasks | Job Aids and Demo Videos (available 24/7) | Webcourses (available 24/7) |
---|---|---|---|---|
Expenses Basics | Materials review how to request approval and seek reimbursement for travel in Workday. | Create a Spend Authorization Create an Expense Report Enter and Submit Expense Report – Mobile Group Travel Spend Authorization Changing a Spend Authorization | Access Now (~25 mins.) | Register Now for WDY202 - "Expenses in Workday" (~30 mins.) |
Managing Expenses | Materials review how to manage expense reports and spend authorizations in Workday. | Manage Expenses and Spend Authorizations Create Petty Cash Accounts Review/Approve Spend Authorizations & Expense Reports | Access Now (~30 mins.) | N/A |
Expenses in Business Centers | Materials review how to prepare expense reports and spend authorizations on behalf of others. These functions will be performed by individuals in the Finance Business Centers and kNEXT. | Create Expense Report on Behalf of Worker Create Expense Report on Behalf of a Non-Worker Create Spend Authorization Behalf of a Worker Create Spend Authorization on Behalf of a Non-Worker Create Supplier Invoice for NRA Student NRA Supplier Paid w/ Expense Card Return a Cash Advance | Access Now (~50 mins.) | N/A |