Workday for Faculty
This page is for faculty members and those with the role of Principal Investigator (PIs) who need to understand the following key Workday concepts:
- Effort Certification
- Grants management/administration
- Grants forecasting
- Grants reporting
- Travel and expenses
Essentials for Faculty
The following resources provide guidance for important Workday concepts.
All faculty are encouraged to review the Workday for New & Current Employees page to learn how to perform essential tasks related to their pay, benefits, and personal information.
Visit the Workday Essentials page to learn more about essential concepts for all employees who initiate, review, or approve business processes, and to access relevant support and resources.
Faculty who manage others can find a list of helpful guides on the Workday for Managers page.
The following resources help you submit a Delegation request and explain how delegations work…
- Going out of the office? Learn how to initiate a Delegation for your Workday My Tasks inbox.
- Watch this Elevating Cougs session to understand more about Delegations in Workday.
- Do you know who your HR Partner, Grants Manager, or Security Partner is? Find who holds which Workday support roles for your Employee Record.
- Do you need to adjust a team member’s security roles? Learn how to make Security Requests.
Security in Workday
Security in Workday is designed to ensure the right people have access to the data and processes they need. Without compromising confidentiality or initiating incorrect process routing.
Security Roles are assigned to an employee’s position and can be added to or removed during their time in the position.
To learn more about Workday Security, watch the Elevating Cougs session or review the Security in Workday page.
The following resources help you view where a business process routes and who the next approver is of an in-progress event in Workday…
- Find the next steps in an in-progress business process transaction.
Managing Key Grants Events
The following resources help faculty and PIs perform key grants tasks, reporting, and related actions.
More resources are available on the Sponsored Programs Services website.
The following links help those with the Effort Certification Reviewer role understand and take action on Effort Certifications in Workday…
- Learn how to certify Effort in Workday.
- Review the Effort Certification Work Area report that shows information for all pending Effort Certifications.
- Learn how to create a Pro Forma Effort Certification in Workday.
The following links help Principal Investigators to manage their Grants in Workday…
- Find dates on Award headers in Workday and learn why Award dates are important in the Award Dates overview guide.
- The create a Sponsored Account request guide shares how to create and route Research Conference Account Requests (RCAR) and Sponsored Programs Activity Requests (SPAR).
- Learn how to code cost share transactions and approve cost share using a grant worktag.
- Create a request for an overdraft transfer to remove an overdraft from an Award.
- For ORSO: Review the steps for the Award Setup Integration
Watch the following videos for best practices and tips & tricks
The following links help Grant Managers, and Principal Investigators to run and schedule reports on their Grants in Workday…
- View Grant Expenses for the Prior Month in Workday.
- View Grant Available Balances in Workday.
- Learn how to schedule a report to review Grant Expenses for the Prior Month
- Learn how to schedule a report to view Grant Available Balances.
- Learn how to use the GRA Principal Investigator Dashboard in Workday.
- Review the reports in the Award Budget to Actuals Dashboard in Workday.
Watch the following videos for best practices and tips & tricks
Workday Adaptive Grants Forecasting in Adaptive Planning allows Grant Managers and Principal Investigators to plan for anticipated expenditures such as salary, benefits, supplies, equipment, travel, etc.
- For Grant Managers: access, view, and add rows and data to the Grants Forecasting sheets in Adaptive planning.
- For Principal Investigators (PIs): access and view the Grants Forecasting sheets in Adaptive planning.
- Watch the Grants Forecasting in Adaptive Planning training video for more tips & tricks and use cases.
Grants Forecasting Tool in Adaptive Planning
Modernization is thrilled to announce that WSU has been named a finalist in the 2024 Workday North America Customer Awards, nominated by Deloitte for the development of the university’s innovative Adaptive Grants Forecasting tool.
What is the Grants Forecasting Tool?
Workday Adaptive Grants Forecasting is the first university-wide grants forecasting tool, enhancing support for research on a brand new level. The tool is intended to assist Grant Managers and Principal Investigators (PIs) across the WSU system in projecting future expenses and remaining balances on their grants.
Are you using it?
To learn how the Grants Forecasting Tool can make a positive difference to your grants management activities, contact Gerik Kimble, Modernization’s Finance Director.
For more information on how the tool review the resources above.
The following links help Managers with their team’s and their own Spend Authorizations and Expense Reports…
- Create, approve, and close a Spend Authorization.
- Create, approve, and cancel an Expense Report.
- Learn how to verify Procurement Card transactions in Workday.
Latest Grants News
Featured Resource
About this Workday for Faculty page…
