Area

Offerings

GT Roles

Workday/General

• 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.

Required for Accountant role in Workday

Strongly Recommended for all Employees (Faculty, Staff, Student Employees)

• 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.

Required: Accountant

Strongly Recommended: Expense Preparer

Financial Accounting

• Accounting 101
  • This course will cover the basics of accounting at Georgia Tech. In this training, users are exposed to Fund Accounting concepts and components of the Chart of Accounts at the Institute. After this training, users should be able to recognize Debits and Credits and understand the idea of Ledgers, Fiscal Years, Accounting Periods, and Budget References.

• Workday Foundation Data Model 
  • 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.

Required: Accountant, Cost Center Manager, Driver Worktag Manager

Strongly Recommended: RQ Reviewer, Budget administrator, Expense Preparer

• 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.

Required: Accountant

Strongly Recommended: Cost Center Manager, Driver Worktag Manager, Grant Budget Specialist, Grant Manager, or Fin Admin working with grants

Expenses

• Managing Transactions and Approving in Workday
  • This course will provide an overview of how to create, view, edit and cancel Spend Authorizations and transactions in Workday, a summary of how to approve expense reports, transactions, and Supplier Invoice Requests. This course will also provide an understanding of how to set up delegations in Workday.

Strongly Recommended: Expense Preparers

Procurement & Accounts Payable

• Workday Procurement
  • Encouraged for all new employees who will have a Procurement role in Workday and seasoned employees as a knowledge refresher. This course will walk users through the procurement process in Workday including understanding the requisition process, receipts, returns, and where to find PO information.

Required: Cost Center Manager, RQ Reviewer

Strongly Recommended: Faculty Support Coordinators

• Accounts Payable Training
  • Encouraged for all new employees who will have a Procurement role in Workday and seasoned employees as a knowledge refresher. This course will walk users through supplier registration and onboarding, supplier invoice submission and payments, and a general overview of the Accounts Payable role.

• Fundamentals of Travel & Expense Reports at GT
  • The 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.

• 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.

Required: RQ reviewers and Cost Center managers

Strongly Recommended: Faculty Support Coordinators

• Workday PCard Process and Approvals
  • Encouraged for all new employees who will have a Procurement role in Workday and seasoned employees as a knowledge refresher. This course will walk users through the PCard verification and approval process in Workday.

Required: PCard Holder, PCard Cost Center Manager

• Procure to Pay High-Level Overview
  • This short course will take users through the Procure to Pay process at Georgia Tech including procurement policies and procedures, PO and contract information, supplier onboarding, invoice submission, spend authorizations and travel information, and taggable assets.

Grants

• Workday Grants Concepts
  • This course covers understanding the grants driver worktag locating an award (including its spend restrictions), requesting a new award line and grant, creating a budget amendment, and accessing grants reports in Workday.

Strongly Recommended: Grant Budget Specialist, Grants Manager, Financials Admins working on Grants, Faculty Support Coordinators (FSC)

Business Assets

• 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.​

Required: Property Coordinator