Quick Reference Guides
Getting Started Knowledge Base On-Demand Webinars Getting Help
Getting Started
What is Workday Finance?
Workday Finance helps the University to streamline and digitize its financial processes.
Be sure to check out the Digital Transformation initiative’s rollout information and timeline.
Knowledge Base: Quick Reference "How-To" Guides
Procurement and Suppliers
Training Webinars on Demand
All training webinars that have been recorded are available for view. For additional videos, see the Quick References Guides.
Procurement and Suppliers
Purchasing through Amazon Punchout
This video walks you through how to place orders through Amazon punchout (which is also available for Dell).
Create Receipt: Part I
This video offers a walk-through tutorial covering how to create a receipt in Workday for a purchase order that was requested through a requisition.
Create Receipt: Part II
This video demonstrates how to make a receipt in Workday, once you have received your order.
My Reports
This video walks you through three main reports in workday: “My Requisitions,” “My Supplier Invoice Request,” and “My Supplier Request.”
Supplier Invoice Request - Split Costs
This video demonstrates how to divide costs on an order between more than one cost centers.
Supplier Invoice Request for Honorarium
This video shows you how to create a supplier invoice request that does not have an associated invoice (such as for honorariums).
Supplier Invoice Requests
This video teaches you how to create a general supplier invoice request.
Supplier Management
This video explains how you can add a supplier (both corporations and individuals).
Budgets and Reports
Budget Management
This video will teach you all about budget to actual reports, budget checking within Workday, and budget amendments.
View Grants
This video demonstrates how to view grants and complete budget to actual reports.
Understand Grants in Workday - Workday Grants Training Recorded Sessions (Video Only)
These videos cover everything related to grants in Workday, including information about getting started, procurement, deposits, and budget management. The two videos differ from one another in terms of their Q&A sessions.
Financial Accounting
Deposits
This video explains how gifts, grants, and other income and reimbursements to the University (including cash, checks, and point of sale devices) will be handled in Workday.
Foundation Data Model (FDM) Chart of Accounts
This video walks you through the Foundation Data Model, a multidimensional data structure in Workday that serves as the basis of financial transactions and reporting, and is replacing the chart of accounts in Colleague.
JE Requests Accounting Adjustments
This video will teach you about the difference between journal entries, which involve any transaction that does not involve a payment to or from someone outside of Trinity, and accounting adjustments, which only involve changing the spend category or cost center.
Get Support
WorkdayHelp Ticket System
To request additional help with Workday, please use the WorkdayHelp Ticket System.
Questions and Contacts
For requests for additional information, questions, comments, concerns, or other feedback concerning the DX program, please email transform@trinity.edu.