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*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.

View Demo on How to View an Article in Workday Help

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:

WORKDAY TRAINING CATALOG
Workday Expenses is designed for all UCF employees requesting approval for travel or seeking reimbursement for an expense and designated staff who manage expense reports and spend authorizations. Participants will learn how to create a spend authorization and submit or track an expense reports.

Category Section NameDescriptionIncluded Business Process TasksJob 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 ExpensesMaterials 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 CentersMaterials 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