workday logo

Workday is a cloud-based provider of human capital management, financial management, business planning and student information software designed to modernize the way we deliver key business services to our community.

Budget vs. Actual Reporting

The following reports are available in Workday to view spending by account. To learn more about how to use these reports, please view the Budget vs. Actuals Reporting training video here.

  • W&L Budget vs. Actuals by Cost Center
  • W&L Budget vs.W&L Budget vs. Actuals by Student Program Actuals by Project
  • W&L Budget vs. Actuals by Student Program

Save for Later Feature - PNC Credit Card Transactions

PNC transactions can be applied to an Expense Report in Workday at any time to add coding and attach receipts. To avoid an unnecessary number of approval emails being generated, it's important that you choose the "Save for Later" option until all transactions are ready to be added for the monthly cycle.


Mapping Colleague Accounts to Workday


Workday Upgrades

Workday introduces major upgrades, referred to as a Feature Release, in March and September of each year. The next Feature Release is March 12-13, 2021. In addition, Workday operates a weekly maintenance schedule.


Review the Data Confirmation Checklist

login button

Training Resources

Workday Basics

Mobile App Setup

Finance / Business Office


Expenses and Spend Authorizations

Procurement and Accounts Payable

General Finance

Payroll

Capital Projects

Human Resources / HCM (Human Capital Management)


Hiring

Benefits

Time Entry and Time Off


Performance Management

Supervisors

Glossary

Navigation and Glossary of Terms


Workday applet

Absence / Time Off

An application linking you to common actions and views related to time off, including time off correction, leave of absence, view your time off, and time off balance.


Workday applet

Benefits

An application linking you to common actions and views related to benefits, including change benefits, beneficiaries, and dependents. View your benefit elections and current benefits cost.


Workday applet

Career

An application linking you to common actions and views related to your career, including refer candidates and view your certifications, education, languages, job history, and awards.


Workday applet

Compensation

An application linking you to common actions and views related to compensation including comparing a direct report's pay and salary range to others on the team.


Workday applet

Dashboards

An application containing key management reports and actions.


Workday applet

Directory

An application linking you to information about other workers in the company. You can also view your organizational chart, your management chain, and organizations to which you belong.


Workday applet

Expenses

An application linking you to common actions and views related to expenses, including creating and editing expense reports and viewing expense policies, reports, transactions, payment elections, and recent expenses.


Workday applet

Favorites

An application containing favorite reports and tasks for easy access. You can add actions (cost centers, employees, organizations) that you access frequently to the Favorites worklet on the Workday home screen.


Workday applet

Pay

An application linking you to common actions and views related to your pay. You can use this application to access withholding elections and payment elections and to view payslips, total compensation, bonus, and tax documents.


Workday applet

Performance

An application linking you to common actions and views related to performance, including viewing goals, reviews, feedback received, and skills.


Workday applet

Personal Information

An application linking you to common actions and views related to your personal information, including changing your contact and personal information, emergency contacts, photo, legal name, and preferred name.


Workday applet

Time Off

Easily request vacation and personal days.

Essential Terms


Application

A compact report displayed as an icon on your Home page, providing easy access to tasks and information you use on a regular basis.Applications include Pay, Personal Information, Benefits, and Expenses.

Business Object

Objects used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to rows and columns in a spreadsheet.

Business Process

The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do them.

Cancel (Business Process)

Canceling a business process stops the workflow in progress and reverses changes made to data. You can't cancel a completed business process; you must rescind it.

Dashboard

A specialized landing page containing a set of pre-configured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the report writer.

Event

A business process transaction that occurs within your organization, such as hiring or terminating an employee.

Filter

A clickable icon used to narrow down data. Clicking this icon will create a row on your report where you filter data to display from one or more columns.

Roles

A group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.

Worktag

A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.