Workday is a critical component of the financial infrastructure at UNLV. Here are just a few financial events that take place inside Workday:
- Ad hoc bank transactions
- Accounting activity
- Procurement card (PCard) transactions
- Creating and approving expense reports
- Purchasing requisitions
For financial business process support, please contact the financial services team.
If you are having trouble finding what you need, to define various Workday terms.
Quick Search
Enter a keyword to locate a link on this page.
Expenses
Business Process |
Description |
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How to create an expense report to request reimbursement for out-of-pocket expenses |
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How to create an expense report to request reimbursement for host expenses paid by an employee on behalf of the university |
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How to create, manage, and edit spend authorizations |
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How to submit a spend authorization for international travel |
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How to create an expense report for non-travel expense reimbursement |
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How to create a spend authorization on behalf of another employee |
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How to create a spend authorization with a cash advance request for meal per diem |
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How to create spend authorizations and expense reports |
Purchasing
Business Process |
Description |
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How to copy a requisition from an existing purchase requisition |
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How to create a new fiscal year requisition for Goods, Services, Independent Workers, Guest Speakers, Open Ended Purchase Orders, and Blanket Purchase Orders. This Job aid is only used from June 1 through July 1 |
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How to create receipts and returns to track goods or services against purchase orders or supplier contracts |
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How to create a purchase requisition for a good or service |
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How to create a requisition for independent workers or guest speakers |
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How to complete an open ended purchase order or a blanket purchase order |
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How to create a supplier invoice request |
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A list of suggested reports for managing your procurement activities |
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A list of suggested reports for managing supplier accounts |
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How to verify costing allocations and clean up for prior payrolls processed in Workday |
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A video on how to create a supplier invoice request |
Financial Accounting
Business Process |
Description |
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How to create an ad hoc bank transaction |
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How to assign costing allocations for an individual worker |
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How to access and use the business assets worklet and dashboard |
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How to create and find journals |
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How to create a financial accounting adjustment to reclassify costs on expense reports, procurement card transactions, or supplier invoice transactions |
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How to create, manage, and cancel payroll accounting adjustments |
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How to verify costing allocations and clean up for prior payrolls processed in Workday |
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How to analyze and review accounting transactions, create manual journal entries and accounting adjustments, and learn about Account Posting Rules |
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How to find journals for your unit or cost center and journals that are in draft or in-progress |
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How to use spend categories |
Data Processing Tools
Business Process |
Description |
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How to use the Discovery Boards tool to query Workday data and build dynamic dashboards with tables and charts |
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How to use the Worksheets application for data processing, import data directly from Workday, use array formulas, and other data processing functions |
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How to use Structured Query Language (SQL) in the Worksheets application, and process data from local spreadsheets as well as data extracted live from Workday |
Reporting
Business Process |
Description |
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How to access and use the manager financial report dashboard |
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How to access and use financial reports |
Payroll
Business Process |
Description |
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View calendar of paydays by employee type, tax deadlines, and payroll cutoff dates |