Workday Training

• Tuesday, Sept. 10, 11:30 a.m. – 12 p.m. – Workday Discovery Boards

  This 30-minute workshop includes a live demo and Q&A. You will learn more about: 

  • What are WDBs, interactive, customizable visual tools that enable users to explore and understand data through intuitive charts and graphs.

  • How to navigate WDBs and how to use it to review your budgets

  • Facilitators: Neil Chauhan and Ina Zhang

• Thursday, Sept. 12, 1 – 2 p.m. – Workday Budget Management

  The Finance team will provide guidance on budget management best practices and reviewing Workday budget tasks. This one-hour workshop includes a live demo and Q&A, and attendees will have opportunities to ask questions about their budgets.

  Facilitators: Neil Chauhan and Ina Zhang

• Tuesday, Sept. 17, 1 – 1:30 p.m. – Workday Discovery Boards
  This 30-minute workshop includes a live demo and Q&A. You will learn more about: 

  • What are WDBs, interactive, customizable visual tools that enable users to explore and understand data through intuitive charts and graphs.

  • How to navigate WDBs and how to use it to review your budgets

    Facilitators: Neil Chauhan and Ina Zhang

• Thursday, Sept. 19, 10 - 10:30 a.m. – Accounting Adjustments and Reclassification
  

  This 30-minute workshop will go over:

  • the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger.

  • when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.

  • Facilitator: Luis Ortega

• Thursday, Sept. 19, 2 – 3 p.m. – Workday Budget Management
  The Finance team will provide guidance on budget management best practices and reviewing Workday budget tasks. This one-hour workshop includes a live demo and Q&A, and attendees will have opportunities to ask questions about their budgets. 
  Facilitators: Neil Chauhan and Ina Zhang
• Monday, Sept. 23, 11 a.m. - noon – Expense Report Essentials

  In this one-hour workshop, you will learn more about:

  • the process of creating a new expense report to request reimbursement

  • find saved drafts

  • review business process/approval process

  • calculate mileage reimbursement with Google Map

  • reconcile Travel & Expense (T&E) card transactions

  • includes specific procedures for using the hotel and per diem meals expense items

  • split worktags

  • other miscellaneous procedures related to expense reports, such as, add itemization, return unused fund in Cash Advance, pay back LMU for personal charges incurred on LMU credit card via online payment portal

  • Facilitators: Neil Chauhan and Gunita Chopra

• Wednesday, Sept. 25, 2 - 2:45 p.m. - Workday Accounts and FDM (Foundation Data Model) Overview

  In this 45-minute workshop, you will learn more about:

  • The Foundation Data Model (FDM), Workday’s term for Chart of Accounts.

  • FDM is a multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday.

  • Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.

  • Overview of the Data Audit report and Finance Security Roles.

  • Facilitator: Luis Ortega

• Thursday, Sept. 26, 10 - 10:30 a.m. - Create Supplier and Supplier Invoices for Non-PO

  This 30-minute workshop will go over:

  • how to initiate the Create a Supplier Invoice task to submit invoices for payment.

  • how to complete pertinent invoice information

  • Overview of the process and LMU Invoice Number convention

  • Facilitators: Neil Chauhan and Gunita Chopra

• Friday, Oct. 18, 11 - 11:30 a.m. - Create Supplier and Supplier Invoices for Non-PO

  This 30-minute workshop will go over:

  • how to initiate the Create a Supplier Invoice task to submit invoices for payment.

  • how to complete pertinent invoice information

  • Overview of the process and LMU Invoice Number convention

  • Facilitators: Neil Chauhan and Gunita Chopra

• Monday, Oct. 21, 10 - 10:30 a.m. – Accounting Adjustments and Reclassification
  

  This 30-minute workshop will go over:

  • the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger.

  • when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.

  • Facilitator: Luis Ortega

• Wednesday, Oct. 23, 10 a.m. - 11 a.m. – Expense Report Essentials

  In this one-hour workshop, you will learn more about:

  • the process of creating a new expense report to request reimbursement

  • find saved drafts

  • review business process/approval process

  • calculate mileage reimbursement with Google Map

  • reconcile Travel & Expense (T&E) card transactions

  • includes specific procedures for using the hotel and per diem meals expense items

  • split worktags

  • other miscellaneous procedures related to expense reports, such as, add itemization, return unused fund in Cash Advance, pay back LMU for personal charges incurred on LMU credit card via online payment portal

  • Facilitators: Neil Chauhan and Gunita Chopra

• Thursday, Oct. 24, 10 - 10:45 a.m. - Workday Accounts and FDM (Foundation Data Model) Overview

  In this 45-minute workshop, you will learn more about:

  • The Foundation Data Model (FDM), Workday’s term for Chart of Accounts.

  • FDM is a multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday.

  • Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.

  • Overview of the Data Audit report and Finance Security Roles.

  • Facilitator: Luis Ortega

• Monday, Nov. 11, 10 - 10:30 a.m. - Create Supplier and Supplier Invoices for Non-PO

  This 30-minute workshop will go over:

  • how to initiate the Create a Supplier Invoice task to submit invoices for payment.

  • how to complete pertinent invoice information

  • Overview of the process and LMU Invoice Number convention

  • Facilitators: Neil Chauhan and Gunita Chopra

• Thursday, Nov. 14, 10 - 10:45 a.m. - Workday Accounts and FDM (Foundation Data Model) Overview

  In this 45-minute workshop, you will learn more about:

  • The Foundation Data Model (FDM), Workday’s term for Chart of Accounts.

  • FDM is a multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday.

  • Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.

  • Overview of the Data Audit report and Finance Security Roles.

  • Facilitator: Luis Ortega

• Tuesday, Nov. 19, 10 - 10:30 a.m. – Accounting Adjustments and Reclassification
  

  This 30-minute workshop will go over:

  • the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger.

  • when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.

  • Facilitator: Luis Ortega

• Tuesday, Nov. 26, 9 a.m. - 10 a.m.– Expense Report Essentials

  In this one-hour workshop, you will learn more about:

  • the process of creating a new expense report to request reimbursement

  • find saved drafts

  • review business process/approval process

  • calculate mileage reimbursement with Google Map

  • reconcile Travel & Expense (T&E) card transactions

  • includes specific procedures for using the hotel and per diem meals expense items

  • split worktags

  • other miscellaneous procedures related to expense reports, such as, add itemization, return unused fund in Cash Advance, pay back LMU for personal charges incurred on LMU credit card via online payment portal

  • Facilitators: Neil Chauhan and Gunita Chopra

• Tuesday, Dec. 10, 10 - 10:45 a.m. - Workday Accounts and FDM (Foundation Data Model) Overview

  In this 45-minute workshop, you will learn more about:

  • The Foundation Data Model (FDM), Workday’s term for Chart of Accounts.

  • FDM is a multi-dimensional data structure that serves as the backbone for transaction processing and reporting done within Workday.

  • Workday Finance terminology - Worktags, Cost Center, Spend Categories, etc.

  • Overview of the Data Audit report and Finance Security Roles.

  • Facilitator: Luis Ortega

• Thursday, Dec. 12, 10 - 10:30 a.m. – Accounting Adjustments and Reclassification
  

  This 30-minute workshop will go over:

  • the process of requesting an accounting adjustment of transactions that have already been posted to the general ledger.

  • when to submit a Reclassification Form to General Accounting for all other corrections to posted transactions not available through the Accounting Adjustments task.

  • Facilitator: Luis Ortega

• Tuesday, Jan. 7, 1 – 1:30 p.m. – Workday Budget ReportsIn this 30-minute workshop, you will learn more about how to run budget reports, shortcuts, and filters. 

  Facilitators: Neil Chauhan and Ina Zhang

• Thursday, Jan. 9, 1 – 1:30 p.m. – Workday Budget ReportsIn this 30-minute workshop, you will learn more about how to run budget reports, shortcuts, and filters. 

  Facilitators: Neil Chauhan and Ina Zhang

• Tuesday, Jan. 28, 12 – 1 p.m. – Workday Budget Management
  The Finance team will provide guidance on budget management best practices and reviewing Workday budget tasks. This one-hour workshop includes a live demo and Q&A, and attendees will have opportunities to ask questions about their budgets. 

  Facilitators: Neil Chauhan and Ina Zhang

• Thursday, Jan. 30, 1:30 – 2 p.m. – Workday Discovery Boards

  This 30-minute workshop includes a live demo and Q&A. You will learn more about: 

  • What are WDBs, interactive, customizable visual tools that enable users to explore and understand data through intuitive charts and graphs.

  • How to navigate WDBs and how to use it to review your budgets

  • Facilitators: Neil Chauhan and Ina Zhang

• Tuesday, Feb. 4, 12 – 1 p.m. – Workday Budget Management
  The Finance team will provide guidance on budget management best practices and reviewing Workday budget tasks. This one-hour workshop includes a live demo and Q&A, and attendees will have opportunities to ask questions about their budgets. 

  Facilitators: Neil Chauhan and Ina Zhang

• Thursday, Feb. 6, 3 – 3:30 p.m. – Workday Discovery Boards

  This 30-minute workshop includes a live demo and Q&A. You will learn more about: 

  • What are WDBs, interactive, customizable visual tools that enable users to explore and understand data through intuitive charts and graphs.

  • How to navigate WDBs and how to use it to review your budgets

  • Facilitators: Neil Chauhan and Ina Zhang

For Workday HR workshop training requests, please contact Dustin Reece at dreece@lmu.edu.