This fall, Workday users can expect to see a host of both new and revised reference guides, improved processes, and a series of finance training workshops.
You can find all reference guides and quick start guides by clicking on Workday Support (the life buoy icon on the Workday home page).
To view the fall 2024 schedule of Workday finance training workshops, click here.
Quick Start Guides
In response to campus feedback requesting shorter guides, LMU recently released a series of quick start guides that provide a high-level orientation for processes and tasks within Workday. These guides serve as a brief overview, with links to the full reference guides for users who require further details.
Newly released Quick Start Guides include:
- Procurement: Verify and Reconcile Procurement Card Transactions
- CSH: Record Cash Sale (cash deposits)
- Student Payments: Create Miscellaneous Payments
You can view the full list of quick start guides rolled out here.
New and Improved Reference Guides
Each reference guide has been reorganized and updated, to provide a more comprehensive look at any given topic. Now, new and existing reference guides will include an introduction, best practices, relevant security roles, step-by-step instructions, where to find additional resources, tips and FAQs, and more.
Additionally, new and enhanced content has been released on a series of topics, including:
- Procurement: Verify and Reconcile Procurement Card Transactions (Enhanced)
- CSH: Record Cash Sale (cash deposit) (Enhanced)
- Student Payments: Create Miscellaneous Payments (Enhanced)
- Student Payments: Find Status of Miscellaneous Payments (New)
- Invoices: Find or Modify a Supplier Invoice (New)
- Supplier: Create, View, and Modify a Supplier (Supplier Request) (Enhanced)
- RPT: Report Functionality (New)
- RPT: List of Key Finance Reports (New)
You can view the full list of new and enhanced reference guides rolled out here.
Reference guides will continue to be rolled out throughout the fall, and users are encouraged to check back and review existing reference guides. You may learn something new, with additional tips and tricks!
Improved Manual Forms
Campus feedback has also helped to implement the following process changes, with more to be announced this fall semester 2024.
- Cashier Window Deposit Form: this enhanced form now allows the users to select Fund, Cost Center, and Revenue/Spend Category from the drop-down menu
Workday Training: Finance Workshops
Instructor-led training workshops will be held throughout the fall semester, and users are encouraged to attend and improve their familiarity with the Workday system. You can view the full workshop schedule here.
The LMU Workday team values the continued feedback and partnership of the campus community, and will continue to release further resources and process improvements that enhance the Workday user experience. Additional changes and upgrades will be shared in the coming months.
For personalized Workday assistance, please submit a help ticket.