Workday Finance Training
Useful Links
- Please review our knowledge base articles for detailed Workday Finance job aids.
- Financial Edge project codes to Workday worktags.
- Financial Edge revenue accounts to Workday revenue categories.
- Financial Edge expense accounts to Workday spend categories.
Workday Financials Overview
The Workday Financials Overview training session focuses on the basic navigation of core finance concepts of Workday, including an overview of financial reports in Workday. This session is recommended for anyone who conducts, reviews, approves, or records financial transactions on behalf of Bowdoin College.
A recording of the December 18th session is available at this link: Video Training: Workday Financials Overview.Workday – Using Amazon Punchout
The Workday Using Amazon Punchout Session focuses on how to use the Amazon punchout within Workday. Learn how to initiate a purchase, a return, and how to find tracking information for your purchase when buying items at Amazon. In addition, an Amazon Implementation Manager will be available to answer questions about any challenges you may have encountered when first trying to connect to the Bowdoin Punchout. This will be an interactive session with the opportunity for you have your questions answered by an Amazon Implementation Manager.
A recording of the January 26th session is available at this link: Video Training: Workday - Using the Amazon Punchout.
Workday Procure-to-Pay
The Workday Procure-to-Pay training session focuses on the tasks related to the purchase of goods or services and the payment for the goods and services purchased, including purchase orders, receipts, and supplier invoice requests. This session is recommended for anyone who purchases goods or services on behalf of Bowdoin College.
A recording of the January 23rd session is available at this link: Video Training: Workday Procure-to-Pay.Workday Expenses
The Workday Expenses training session focuses on tasks related to spending. This training is recommended for anyone who has a Bowdoin credit card, uses cash advances, or completes tasks on behalf of someone with a Bowdoin credit card or who uses cash advances.
A recording of the January 24th session is available at this link: Video Training: Workday Expenses.
Workday for Cost Center Managers
The Workday for Cost Center Managers training session focuses on the approval and reporting responsibilities of cost center managers. This session is recommended for anyone who manages a department budget.
A recording of the January 23rd sessions is available at this link: Video Training: Workday for Cost Center Managers.
Workday for Department Accountants
The Workday for Department Accountants training session includes a more detailed overview of the Foundation Data Model, the core of Workday finance. This session also includes how to do accounting journals and financial reporting in Workday. This session is recommended for all department accountants.
Unfortunately, we were unable to record this session. If you need assistance, please log a Workday support request ticket.Workday for Non-Capital Faculty and Academic Department Coordinators Project Managers
The Workday for Non-Capital Faculty and Academic Department Coordinators Project Managers training session includes an overview of approval and reporting responsibilities of project managers. This session also includes an overview of faculty conference travel. This session is recommended for any Non-Capital Faculty or ADC Project Managers.
A recording of the January 24th session is available at this link: Video Training: Workday for Non-Capital Faculty and Academic Department Coordinators Project Managers.
Workday for Non-Capital Administrative Staff Project Managers
The Workday for Non-Capital Administrative Staff Project Managers training session includes an overview of approval and reporting responsibilities of project managers. This session also includes an overview of cash sales. This session is recommended for any Non-capital Administrative Staff Project Managers.
Unfortunately, we were unable to record this session. If you need assistance, please log a Workday support request ticket.
Workday for Capital Project Managers
The Workday for Capital Project Managers training session includes an overview of approval and reporting responsibilities of project managers. This session is recommended for any Capital Project Managers.
A recording of the January 18th sessions is available at this link: Video Training: Workday for Capital Project Managers.Workday Deposits
The Workday Deposits training session includes an overview of the new procedures for recording a cash sale. This training is recommended for anyone who currently submits cash deposits (includes physical cash and electronic payments).
A recording of the January 18th session is available at this link: Video Training: Workday Deposit Training.
Workday Grants for Principal Investigators
The Workday Grants for Principal Investigators training session includes an overview of approval and reporting responsibilities for Principal Investigators. This session is recommended for all Principal Investigators on College awards.
A recording of the January 18th session is available at this link: Video Training: Workday Grants for Principal Investigators.
Workday for Gift Managers
The Workday for Gift Managers training session includes an overview of approval and reporting responsibilities of gift managers. This session is recommended for anyone who manages a gift or is responsible for approving gift-related financial transactions.
A recording of the January 26th session is available at this link: Video Training: Workday for Gifts Managers.