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Workday Training Documentation
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To find the full page of all available Workday documentation:
- Use the link: help.unf.edu
- Please note that you may need to press "login" if a red bar appears. - Select "Workday" in the menu at the top of the page.
- A gallery of all of the documentation will appear.
- Select which job aid you need.
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General Workday Documentation
| Title | Description | Documentation |
|---|---|---|
| Contact Details - Review home address, phone number, and home email address. | This job aid walks you through reviewing your contact details in Workday. | |
| Edit Emergency Contact Information | This job aid will walk you through the process of adding and editing your emergency contacts in Workday. | |
| Set Up Direct Deposit and Banking Information for Payroll and Expenses | This job aid walks you through the process of setting up direct deposit and banking information in Workday. | |
| Elect Compensatory Time | This job aid walks you through the processing of electing compensatory time in Workday. | Access Documentation Here |
| Change Tax Document Preference | This job aid walks you through the processing of changing your tax document preference in Workday. | Access Documentation Here |
| Review Pay Withholding Information | This job aid will walk you through the process of reviewing your pay withholding information in Workday. | |
| Review Leave Balances | This job aid will walk you through the process of reviewing your leave balances in Workday. | |
| Review Compensatory Time Balance | This job aid will walk you through the process of reviewing your compensatory time balances in Workday. | Access Documentation Here |
| Viewing Benefits using MyFlorida People First System | This job aid will walk you through the process of viewing your benefits using MyFlorida People First System. | Access Documentation Here |
| Review My Task | This job aid walks you through reviewing your tasks in Workday. | |
| Retrieving Tasks Saved for Later | This job aid walks you through retrieving your tasks "saved for later" in Workday. | Access Documentation Here |
| Approving Tasks in Workday | This job aid walks you through approving tasks in Workday. | Access Documentation Here |
| Creating Requests in Workday using Create Request task | This job aid walks you through creating requests using create request task in Workday. | Access Documentation Here |
| Timesheet for Non-Exempt Hourly Worker | This job aid walks you through completing a timesheet as a non-exempt hourly worker in Workday. | Access Documentation Here |
| Approving Timesheets | This job aid walks you through approving timesheets in Workday. | Access Documentation Here |
| Requesting Time Off | This job aid walks you through requesting time off in Workday. | Access Documentation Here |
| Approving Time Off | This job aid walks you through approving time off in Workday. | Access Documentation Here |
| Entering and Approving Your Team's Time (For Managers) | This job aid walks you through entering and approving your team's time off as a manager in Workday. | Access Documentation Here |
| Timesheets for Police | This job aid walks you through submitting timesheets for the UNF Police Department in Workday. | Access Documentation Here |
| Time Entry for Student/OPS Employees | This job aid walks you through how to input time for student/OPS employees in Workday. | Access Documentation Here |
| Viewing Your Payslips | This job aid walks you through how to view your payslip in Workday. | Access Documentation Here |
| Access Your Org Chart | This job aid walks you through how to access your org chart in Workday. | Access Documentation Here |
| How to Look Up a Cost Center Manager and other Roles for a Cost Center | This job aid walks you through how to look up a cost center manager and other roles for a cost center in Workday. | Access Documentation Here |
| Setup Workday Mobile App for iPhone and Android | This guide will help you download, install, and set up the Workday mobile app on both iPhone and Android devices. | Access Documentation Here |
| Troubleshooting the Workday Mobile App for iPhone and Android | This guide explains common issues and solutions in the Workday mobile app. | Access Documentation Here |
HCM Training Documentation
| Title | Description | Documentation Link |
|---|---|---|
| Create Position | This job aid takes you through the process of creating a position in Workday. | |
| Create a Job Requisition | This job aid takes you through the hiring process at UNF in the Workday system. | |
| Edit Position Restrictions | This job aid takes you through editing position restrictions in Workday. | |
| Job Changes | This job aid takes you through the process of completing a job change in Workday. | |
| Move a Worker | This job aid takes you through the process of moving a worker in Workday. | Access Documentation Here |
| The Offer Process | This job aid takes you through the offer process in Workday, guiding you through extending an offer to your selected candidate. | |
| Hire a Student | This job aid takes you through the process of hiring a pre-selected student in Workday. | |
| Recruiting, Hiring, and Onboarding Students and OPS | This job aid walks you through the process of recruiting, hiring, and onboarding students and OPS employees in Workday. | |
| Request Compensation Change | This job aid walks you through the process of completing a compensation change in Workday. | |
| Requesting One-Time Payment | This job aid walks you through the process of completing a one-time payment in Workday. | |
| Rehiring and Adding Period Activity Pay for Graduate Assistants, Resident Assistants, or Orientation Leaders | This job aid walks you through the process of rehiring Graduate Assistants, Resident Assistants, or Orientation Leaders and adding a period activity pay in Workday. | Access Documentation Here |
| Foreign Influence Review | This aid explains information on the Foreign Influence Review and hiring process in Workday. | Access Documentation Here |
| Rehiring and Adding Period Activity Pay for Adjuncts | This job aid walks you through the process of rehiring and adding a period activity pay for Adjuncts in Workday. | Access Documentation Here |
| Accessing Conflict of Interest Disclosure Request Form | This job aid walks you through accessing the Conflict of Interest Disclosure Request Form in Workday. | Access Documentation Here |
| Manage Academic Appointments | This job aid walks you through the process of managing academic appointments in Workday. | Access Documentation Here |
| Supplementals | This job aid walks you through the process of supplementals in Workday. | Access Documentation Here |
| Service Contracts | This job aid walks you through the process of service contracts in Workday. | Access Documentation Here |
| The Process to End Jobs | This job aid walks you through the process of ending a current employee's job or position in Workday. |
Procurement Documentation
| Title | Description | Documentation Link |
|---|---|---|
| New Credit Card Request | This job aide takes you through the process of requesting a new credit card in Workday. | |
| Creating Requisitions | This job aid takes you through creating requisitions in Workday. | Access Documentation Here |
| Procurement Card Verification - Charging to UNF Keys | This job aid takes you through how to complete the P-card verification task. This task should be completed at a minimum of once a month by employees who have outstanding P-card charges. | |
| Procurement Card Verification - Splitting a Single Charge between UNF and FDN | This job aid takes you through how to split a single p-card charge between UNF and FDN companies. This will generate intercompany accounting where UNF pays Truist (credit card processor) and FDN reimburses UNF through the weekly settlement run. | |
| Credit Card Termination | This job aid takes you through terminating a credit card in Workday. | |
| Create Receipt | This job aid takes you through creating a receipt in Workday. | Access Documentation Here |
| New Supplier Registration | This job aid walks you through the process of submitting a new supplier registration. | Access Documentation Here |
| Find Suppliers | This job aid takes you through finding suppliers in Workday. | Access Documentation Here |
| Viewing a Purchasing Order | This job aid takes you through viewing a purchasing order in Workday. | Access Documentation Here |
| Procurement Change Order (Onbase) | This job aid takes you through viewing completing a Procurement change order request. | Access Documentation Here |
| Procurement Card Transaction Verification for Self | This job aid takes you through viewing completing a Procurement card transaction verification for self in Workday. | Access Documentation Here |
| Procurement Card Transaction Verification for Worker | This job aid takes you through viewing completing a Procurement card transaction verification for worker in Workday. | Access Documentation Here |
| Procurement Card Verification Event: Getting the Procurement Card Verification Out of Draft Status | This job aid walks you through the process of getting the procurement card verification out of draft status. | Access Documentation Here |
| Request Credit Card Name Change | This job aid takes you through viewing completing requesting a credit card name change in Workday. | Access Documentation Here |
| Request Credit Card Delegate Change | This job aid takes you through viewing completing requesting a credit card delegate change in Workday. | Access Documentation Here |
| Request Temporary Credit Card Limit Change | This job aid takes you through viewing completing requesting a temporary credit card limit change in Workday. | Access Documentation Here |
| Request Permanent Credit Card Limit Change | This job aid takes you through viewing completing requesting a permanent credit card limit change in Workday. | Access Documentation Here |
Expense Documentation
| Title | Description | Documentation Link |
|---|---|---|
| Expenses | This job aid walks you through the process for creating and submitting spend authorizations, expense reports, and non-travel expense reports. | Access Documentation Here |
| Revenue & Expense Accounts | This is a list of all of the revenue and expense accounts. | Access Documentation Here |
| Journal Entries | This job aid helps you find the correct Workday journal you should be using. | Access Documentation Here |
| General Ledgers and Journals | This job aid helps you understand the various types of journals available in Workday. | Access Documentation Here |
| Ledger Account Increases and Decreases | This chart helps you understand ledger account increases and decreases in Workday. | Access Documentation Here |
| Create a Supplier Invoice | This job aid walks you through the procedure of creating a supplier invoice in Workday. | Access Documentation Here |
| Create Blanket Travel Spend Authorizations and Expense Reports | This job aid walks you through the procedure of creating blanket travel spend authorizations and expense reports in Workday. | Access Documentation Here |
| Foundation Spend Authorizations, Expense Reports, and Non-Travel Employee Reimbursements | This job aid walks you through foundation spend authorizations, expense reports, and non-travel employee reimbursements in Workday. | Access Documentation Here |
| External Committee Members Procedures - External Committee Member Form (ECM) | This job aid walks you through the procedure of requesting access to create a spend authorization or expense report for a Non-Worker in Workday. | Access Documentation Here |
Miscellaneous Finance Documentation
| Title | Description | Documentation Link |
|---|---|---|
| Extracting Keys from Workday for One Department | This job aid walks you through extracting keys for one department in Workday. | Access Documentation Here |
| Finding Workday Key | This job aid explains three different ways to find your Workday key. | Access Documentation Here |
| Guide to Comparing Your FY25 SSBD Banner Budget to Your FY25 Original Workday Budget | This job aid walks you through how to compare your FY25 SSBD (Self-Service Budget Development) Budget from the Banner system to your FY25 Budget on your Key in Workday. This guide is only intended for original budget checking and should not be used past completing the go-live checklist. | Access Documentation Here |
| Cash Sale | This job aid walks you through the process of completing a cash sale (a payment without invoice) in Workday. | Access Documentation Here |
| View and Save Cash Sale | This job aid walks you through the process of viewing and saving a cash sale in Workday. | Access Documentation Here |
| Find Customer Payment | This job aid walks you through the process of finding a customer payment in Workday. | Access Documentation Here |
| Find Assets | This job aid walks you through the process of finding assets in Workday. | Access Documentation Here |
| Dispose Assets | This job aid walks you through the process of disposing of assets in Workday. | Access Documentation Here |
| Process for Foundation Reimbursement of Personal Credit Card Charges | This job aid walks you through the process for foundation reimbursement of personal credit card charges in Workday. | Access Documentation Here |
| Foundation Data Model (FDM) Overview | This job aid explains the Foundation Data Model used by Workday. | Access Documentation Here |
| Financial Security Roles | This job aid explains the financial security roles used in Workday. | Access Documentation Here |
| Business Asset Checkout | This job aid walks you through the process of checking out a business asset in Workday. | Access Documentation Here |
| Property Survey (Onbase) | This job aid walks you through the process of completing a Property Survey (Onbase) in Workday. | Access Documentation Here |