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
- Bank Reconciliation Rules
- 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]
- 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
- Create Spend Authorizations or Cash Advances
- Create Expense Report for Credit Cards
- Create Expense Report for Reimbursement
Suppliers
- Create Supplier Invoice Adjustment
- 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
- 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)