Training

End-user Training

Activities

• Use Workday Financials for real transactions that end users will initiate or approve in their positions at their campuses
• Use the training quick sheets and videos designed as job aids for end users

Workday Ambassadors

• Workday Ambassadors are a resource for all staff and faculty and are available to provide additional information, clarification, support and assistance.
• Find your Workday Ambassador

Training Materials

(Access to this content is limited to the IP range of The Claremont Colleges.)

General

• Instructions for bookmarking Workday
  Instructions for bookmarking the link to the Workday tenant in Firefox, Google Chrome and Internet Explorer
• Basic Navigation
  • Job Aid: Basic Navigation
  • Video: Basic Navigation (mp4)
• Approve Inbox Items
  • Job Aid: Approve Inbox Items
  • Video: Approve Inbox Items (mp4)
• Attachments
  • Job Aid: Attachments
  • Video: Attachments (mp4)
• Bank First Notice Rules
  • Video: Bank First Notice Rules (mp4)
• Bank Reconciliation Rules
  • Video: Bank Reconciliation Rules (mp4)
• Configuring Favorites Worklet
  • Job Aid: Configuring Favorites Worklet
  • Video: Configuring Favorites Worklet (mp4)
• Create a Journal Entry
  • Job Aid: Create a Journal Entry
  • Video: Create a Journal Entry (mp4)
• Financial Data Model [FDM]
  • Video: Financial Data Model [FDM] (mp4)
• Record Cash Sale
  • Job Aid: Record Cash Sale
  • Video: Record Cash Sale (mp4)
• Settlement Run
  • Video: Settlement Run (mp4)
• Settlement Run — Intercompany
  • Video: Settlement Run — Intercompany (mp4)

Customers

• Create Customer Invoice
  • Job Aid: Create Customer Invoice
  • Video: Create Customer Invoice (mp4)
• Record Customer Payment
  • Job Aid: Record Customer Payment
  • Video: Record Customer Payment (mp4)
• Create Customer Refund
  • Job Aid: Create Customer Refund
  • Video: Create Customer Refund (mp4)

Expenses

• Delegate Your Inbox
  • Job Aid: Delegate Your Inbox
• Using your Mobile Device
  • Job Aid: Using your Mobile Device
• Create Mobile Expense Receipts & Reports
  • Job Aid: Create Mobile Expense Receipts & Reports
• Create Spend Authorizations or Cash Advances
  • Job Aid: Create Spend Authorizations or Cash Advances
• Create Expense Report for Credit Cards
  • Job Aid: Create Expense Report for Credit Cards
• Create Expense Report for Reimbursement
  • Job Aid: Create Expense Report for Reimbursement

 Suppliers

• Create Supplier Invoice Adjustment
  • Job Aid: Create Supplier Invoice Adjustment
  • Video: Create Supplier Invoice Adjustment (mp4)
• Create Supplier Invoice
  • Job Aid: Create Supplier Invoice
  • Video: Create Supplier Invoice (mp4)
• Approve Supplier Invoice
  • Job Aid: Approve Supplier Invoice
  • Video: Approve Supplier Invoice (mp4)
• Approve Supplier Invoice for Cost Center Managers
  • Job Aid: Approve Supplier Invoice for Cost Center Managers
  • Video: Approve Supplier Invoice for Cost Center Managers (mp4)
• Find Supplier Invoices
  • Job Aid: Find Supplier Invoices
  • Video: Find Supplier Invoices (mp4)
• Create Supplier Change
  • Job Aid: Create Supplier Change
  • Video: Create Supplier Change (mp4)
• Create Supplier Request
  • Job Aid: Create Supplier Request
  • Video: Create Supplier Request (mp4)