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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 - Procurement

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 Procurement is designed for all employees who manage purchases, as well as supplier requests and purchase requisitions. Participants will also learn how to manage supplier payments and supplier contracts in Workday.
Category Section NameDescriptionIncluded Business Process TasksJob Aids and Demo Videos (available 24/7)Webcourses (available 24/7)
General Procurement
Material reviews basic procurement functionality in Workday.Create and Manage Purchase Requisitions
Create and Manage Receipts
Verify Procurement Card Transactions
Create a Supplier Invoice Request
Access Now (~20 mins.)Register Now for WDY201 - "General Procurement" (~30 mins.)
Procurement ManagementMaterials review how to manage purchase orders, changes to purchase requisitions and receipt accruals. Manage Purchase Requisitions
Manage Purchase Orders
Manage Change Orders
Approve Purchase Requisition
Manage Supplier Contracts
Access Now (~25 mins.)N/A
SuppliersMaterials review how to create suppliers and manage supplier information in Workday.Prospective Supplier Portal
Create Remit-To/Order-From Connections
Create Supplier Change
Approve Suppliers Submitted via Create Supplier Request
Access Now (~45 mins.)N/A
Supplier AccountsMaterials review how to create and manage payments to suppliers (supplier invoices) in Workday.Create & Manage Supplier Invoices
Supplier Invoice Adjustments
NRA Supplier Paid with an Expense Card
Review & Approve Supplier Invoice Request
Supplier Invoice with Self-Assessed Tax
Access Now (~ 55 mins.)N/A