*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 - Finance
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) |
|---|---|---|---|---|
| Accounting Basics | Materials review the Foundation Data Model works and accounting basics in Workday. | About the Foundation Data Model Create Accounting Journals Create Accounting Adjustments How to Check Budget in Workday Create Asset Request Import Accounting EIB Journal Create Payroll Accounting Adjustments | Access Now (~35 mins.) | Register Now for WDY200 - "Finance Accounting Basics" (~30 mins.) |
| Banking & Settlements | Materials review banking payments, transactions, settlements and cash forecast reports. | Manage Ad Hoc Transactions Bank Account Reconciliation Processing Manage Ad Hoc Payments ACH Payment Returns Escheatable Payment Manage Payment Settlement | Access Now (~45 mins.) | N/A |
| Customer Accounts | Materials review how to manage customer accounts including invoices, sales and payments and internal service delivery. | Manage Cash Sales Manage Customer Invoices & Payments Customer Overpayment Manage Internal Service Provider Create Internal Service Delivery Record a Cash Sale | Access Now (~40 mins.) | N/A |
| Customer Contracts | Materials review how to manage customer contracts including creating, amending and billing. | Manage Customer Contracts & Billing Schedules | Access Now (~30 mins.) | N/A |
| Budgets | Materials review creating position budgets including compensation, fringe and reporting. | Create and Amend Position Budgets | Access Now (~35 mins.) | N/A |