Elevating Cougs for finance professionals: at a glance

WSU uses Workday to manage finance, payroll, grants, and human resources functions across the university. Finance in Workday covers a breadth of functions and activities, including general accounting, budget planning and reconciliation, travel and expenses, procurement, and more.

In Workday, those with finance-related security roles are at the heart of finance functions and processes. Cost Center Managers and Accountants, Departmental Buyers, Expense Data Entry Specialists, and Procurement Card Data Entry Specialists are a few of many finance roles who initiate and perform tasks key to finance at WSU. Learn more about finance security roles in Workday here.

If you perform finance-related tasks in Workday, the Workday Success Stories track at the 2023 Elevating Cougs conference offers the opportunity to expand on your knowledge of finance functions, including:

  • Foundational elements:
    • How Security works in Workday
    • Finance best practices for both departments and areas with centralized business units
    • Navigating Workday for finance
    • Understanding Workday delegations
    • Finding HCM training materials and resources
  • Deep dives:
    • Managing employees paid on grants
    • Managing Expense Reports and Spend Authorizations
    • P-card management
    • Understanding Supplier invoices and payments
    • Reconciling finance in myWSU
    • Successfully managing the Workday activities needed on payroll cutoff

Finance professionals who attend Elevating Cougs will hear from subject matter experts across WSU about how they use Workday to perform finance tasks. They’ll also have the chance to connect with Modernization’s finance analysts to ask questions and learn how we’re continuing to improve Workday for finance at WSU. They can also attend sessions from other workstreams to learn how their contributions fit into the broader picture of WSU’s business and administrative functions.

Finance professionals can further develop their knowledge now by:

Elevating Cougs is brought to all WSU employees free-of-cost by Modernization and HRS’ Learning & Organizational Development. The conference will be held virtually on October 19 & 20, 2023. Questions? Reach out at the Workday Service Desk or email hrstraining@wsu.edu.