Workday Financials (Phase 2) Training Opportunities Available

As we near the launch for Workday Financials on July 1, several opportunities will be offered for training. Training will be offered as webinars, training videos, and job aids. 

Training videos and job aids will be available within Workday through the Job Aids and Video Library worklet at go-live. 

In addition to the videos and job aids, live webinars will be offered the weeks of June 15 and June 22. Please review the schedule, and sign up in skill soft using the links provided below (Zoom link will be sent closer to training date for those who register): 

Foundation Data Model (FDM)

• This training will provide an overview of the core structure of Workday Financials. This includes the key Workday terms and concepts including worktags, cost centers, revenue and spend categories, among others. In addition, we will discuss the mapping between Banner and Workday terminology.
  • Tuesday, June 16, 1-2 p.m.
  • Wednesday, June 17, 8-9 a.m. 

Banking & Settlement

• This webinar will provide you with a better understanding of Departmental Deposits in Workday.  In this session, you will learn how to create an ad hoc bank transaction for the deposit of cash/checks and credit cards within Workday. 
  • Thursday, June 18, 1-2 p.m.
  • Monday, June 22, 1-2 p.m.

Customer Accounts

• Customer Accounts in Workday provides the University with a centralized billing and receiving system to enable timely revenue recognition of non-patient and non-student billings. This webinar will focus on creating customers, invoices, contracts, billing schedules and how to record and apply customer payments.
  • Monday, June 22 9-11 a.m.
  • Friday, June 26, 9-11 a.m.

Procurement

• This webinar will focus on common tasks, including how to create purchase requisitions and blanket orders. We will also show users how they can continue to use Billiken Buy within Workday.
  • Thursday, June 18, 9-10:30 a.m.
  • Tuesday, June 23, 9-10:30 a.m. 

Projects

• The training will focus on the types of projects and the process for creating and editing projects and project hierarchies.
  • Tuesday, June 23, 2-3 p.m.

Suppliers

• These sessions will cover supplier requests, Supplier invoice request (DPV replacement), Trip ID, and P Card Verification for cardholders.
  • Friday, June 19, 9-10 a.m.
  • Thursday, June 25, 1-2 p.m. 

Talent & Learning

• This webinar will give a better understanding of how the Talent and Learning modules can be used at different stages of your SLU career. Some of these include a professional profile, Talent Attributes, mentorships and succession planning.
  • Wednesday, June 24, 2 – 3 p.m. 

*OVPR is holding daily training sessions on the grants management module starting June 8^th. If you need to be a part of these training sessions, please contact Matt Renaud (matt.renaud@slu.edu)