January training materials update

Recent changes include new HCM, Finance and Grants guides; minimum wage impacts to compensation ranges and steps; new spend categories; updated screenshots and terminology and usability updates.

Here are the new and updated training materials and resources for January:

General User Information

• Workday Glossary
• Workday My Tasks (Inbox) and Notifications
• View and Print W-2 Year End Form
• Opt Out of Receiving a Paper W-2
• Finding The Next Steps in an In-progress Business Process Transaction

Finance

• Complete Payment Elections
• Reconciling a Central Travel Account card (CTA) transaction
• Share Asset
• Workday Settlement Guide: Settlement Run Custom Filters
• Workday Settlement Guide: Schedule Settlement Run
• Spend Category Guidance

Grants

• Scheduling a Report to View Grant Available Balances
• Scheduling a Report to Review Grant Expenses for the Prior Month
• View Grant Available Balances in Workday
• View Grant Expenses for the Prior Month in Workday
• Create Pro Forma Effort Certification
• Effort Certification Work Area

HCM

• How to Cancel an “In Progress” Staffing or Compensation Event
• January 2023 HCM Mass Action Timelines and Options
• Nonpermanent and Temporary Employee Types Compared to Permanent Classified Staff
• Add an Academic Appointment
• Update an Academic Appointment
• Add an Academic Affiliate (only)
• Default Compensation on New Position
• Request Compensation Change
• HCM Event Reasons

Security

• Security Access Request for Security Partner
• Security Roles
• Security PII Matrix

Archived and Deprecated Training Materials

• Add and Update Academic Appointments
• Spend Authorization Cash Advance Repayment
• Video tutorial: Finding business transactions in progress
• Video tutorial: Business processes in progress for time & absence
• Viewing Business Processes in Workday