Area
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Offerings
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GT Roles
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Workday/General
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- Workday Overview and Basics
- This course will cover the basics of Workday, including topics such as: navigation, setting up your account to work for you, alerts and errors, getting set up with Workday Mobile, and our support model. It will also cover the basics of a business process in Workday, including approvals.
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Required for Accountant role in Workday
Strongly Recommended for all Employees (Faculty, Staff, Student Employees)
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- Workday Reporting
- This course will review different ways you can run reports in Workday, demonstrate how to find which reports you can run, and explain how to manipulate reports in Workday.
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Required: Accountant
Strongly Recommended: Expense Preparer
Encouraged for all Employees (Faculty, Staff, Student Employees)
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Financial Accounting
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- Workday Foundation Data Model (FDM)
- This course will be required for all financial users and will cover the basics of the Foundation Data Model (similar to a chart of accounts). It will explain key concepts of Worktags, Ledger Account Structure, Hierarchies and how to use the FDM Crosswalk Tool for certain worktag values.
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Required: Accountant, Cost Center Manager, Driver Worktag Manager
Strongly Recommended: RQ Reviewer, Budget administrator
Encouraged for all Employees (Faculty, Staff, Student Employees)
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- Workday Journals
- This course will cover the basics of Journals in Workday. After this training, users should be able to distinguish the different types of Journals and Ledgers, and create, copy, reverse, adjust, and approve Journals.
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Required: Accountant
Strongly Recommended: Cost Center Manager, Driver Worktag Manager, Grant Budget Specialist, Grant Manager, or Fin Admin working with grants
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Expenses
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- Workday Spend Authorizations and Expense Reports
- This course will provide an overview of how to create, view, edit and cancel Spend Authorizations for travel in Workday, a summary of Expense Preparers preparing complex expense reports, understanding expense line items, preparing non-trip expense reports, and understanding Workday Reporting. This course will also provide the Fundamentals of Travel Policies and Procedures.
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Strongly Recommended: All employees, Expense Preparers, Cost Center Manager, Driver Worktag Manager, Grant Manager, Financial Admin Professionals
Encouraged for all Employees (Faculty, Staff, Student Employees), Expense Preparer
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Procurement
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- Workday Procurement
- This course will be advertised to all employees and will cover the procurement process, focusing on how to create requisitions, how to locate the status of your requisition or purchase order, how to request a change order, and how to create receipts.
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Required: Cost Center Manager, RQ Reviewer
Strongly Recommended: Property Coordinator, Driver Worktag Managers, Faculty Support Coordinators
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- Procurement Policies and Procedures
- Encouraged for all new employees who will have a Procurement role in Workday and seasoned employees as a knowledge refresher. The course takes users through the policies and procedures related to purchasing items at Georgia Tech as well as provides an understanding of requisitions, purchase orders, agreements, and related forms.
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Required: RQ reviewers and Cost Center managers
Strongly Recommended: Faculty Support Coordinators
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- Workday PCard Process and Approvals
- This course will walk users through the PCard verification and approval process in Workday.
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Required: PCard Holder, PCard Cost Center Manager
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Grants
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- Workday Grants Concepts
- This course for Grants Managers will cover the grants lifecycle from when an award is created to how the award is managed, reporting on billing, and award closeout.
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Strongly Recommended: Grant Budget Specialist, Grants Manager, Financials Admins working on Grants, Faculty Support Coordinators (FSC)
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Business Assets
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- Business Assets for Property Coordinator
- This course for Property Coordinators covers tagging and issuing an asset to a new worker and location, and inputting additional information. It also covers non-inventory surplus pickup for resident instruction and GTRI.
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Required: Property Coordinator
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