Workday for Faculty

Workday Essentials

Learn how to navigate around Workday, use the search box, access your My Tasks inbox, and submit tickets to the Workday Service Desk.

• Tools and Navigation
• Using Workday Search
• Access Workday My Tasks (Inbox) and Notifications
• How to Use the Workday Service Desk

Visit the Workday Service Desk to submit tickets or search the Knowledge Base

The following reference guides provide guidance for important Workday functionality, such as how to view the next steps in a business process, and delegate your tasks when you’re out of the office.

• Find The Next Steps in a Business Process Transaction 
• Delegate your Workday inbox or individual tasks
• Workday Glossary
• Understand Security Roles
• Make a Security Request
• Approving Transactions

Important Security Based Activities in Workday

Learn about key Workday business processes and get links to guides, videos, and resources offered by Central Finance units and HRS.

• Workday for Finance
• Workday for Human Resources
• Workday for Payroll

Reporting in Workday

Learn how to get the most from your Reporting in Workday by running reports, how to add to favorites and scheduling.

For a list of all reports available to you in Workday, run the My Custom Report Library report.

Managing Key Grants Events

Visit the Sponsored Programs Services website for more resources.

Helpful Video Resources for PIs

• Principal Investigator Video Resources (Reference Guide with video links)
• Cost Determination Guidelines (session recording)
• Workday Reporting for Principal Investigators (session recording)

Effort Certification Resources

• Effort Certification for Faculty or Grant Principal Investigator (Video)
• Effort Certification

Grants Administration

• Using The GRA Principal Investigator Dashboard
• Award Budget-to-Actuals Reporting
• Award Tour
• Cost Share

Grant Reporting

• View Grant Expenses for the Prior Month in Workday
• View Grant Available Balances in Workday
• Scheduling a Report to Review Grant Expenses for the Prior Month
• Scheduling a Report to View Grant Available Balances

Expenses

• Create, Change and Close Spend Authorizations
• Create Expense Report
• Procurement Card Transaction Verification