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Workday Training

Instructor-Led Workshops: Spring 2024

  • Budget Reports Hands-On by Ina Zhang and Financial Planning & Budget (FP&B) team - Review Top 3 Budget vs Actuals reports, run reports, set filters, tips, and shortcuts, and more
    • Tue, Feb. 27, 10:30 a.m. - 11:30 a.m. at WHH 118
    • Thu, Mar. 28, 3:30 p.m. - 4:30 p.m. at WHH 118 (View pre-requisite and register here)
    • Tue, Apr. 9, 3:30 p.m. - 4:30 p.m. at WHH 118 (View pre-requisite and register here)

  • Academic Affairs Budget Reports Hands-On, in collaboration with the Academic Affairs Budget Office, FP&B has customized session times by college/school. Please only register for your respective home college/school. View pre-requisite and register here.

  • Expense Report Essentials by Gunita Chopra and Mario Munoz - Create new expense report, find drafts, view business process, request mileage reimbursement, split expense item between worktags, etc.
    • Mon, Mar. 11, 11 a.m. - 12 p.m. (View details and register here)

  • Introduction to Workday Finance Tasks by Workday Finance team - Each session contains five modules. Join the modules that fit your needs.
    • Thu. Feb. 22, 9 a.m. - 11:30 a.m.
    • Thu. Apr. 18, 9 a.m. - 11:30 a.m. (View details and register here)

  • University Credit Card Essentials by Gunita Chopra and Mario Munoz - In-depth training on how to reconcile PCard transactions, split to multiple worktags, pay back personal expenses, etc.
    • Mon. Feb. 19, 2 - 3 p.m.

  • Payroll Essentials by Eric Panuncialman - Create new, update existing and/or delete tax elections and Payment Elections, and how to view your payslips and Year End W-2 tax document.
    • Thu. Feb. 29, 2 p.m. - 3 p.m.

  • Workday Basic Navigation and Tips by Janet Lee - Get an overview of the home page icons and Menu options, Search bar, Workday Assistant, Workday Support, and more.
    • Wed, Jan. 31, 10:30 - 11:45 a.m.
    • Wed, Mar. 20, 3 - 4:15 p.m. (View details and register here)

 

Reference Guides

You can find many reference guides in Workday -- these detailed step-by-step instructions cover numerous essential tasks you may expect to complete. Simply click on the Workday Support icon (shown below) on the home page and search for the topic you need. 

Previous Workday Webinar Recordings

NOTE: You may be prompted to log in via LMU Box to view. 

General Workday

Purchasing

General Finance

Student Employment

  • Student Employment for Hiring Managers - Visit SES Workday for Zoom recording of training sessions, video tutorials, and more.

Mileage Reimbursement