Workday is a critical component of the financial infrastructure at UNLV. Here are just a few financial events that take place inside Workday:

  • Ad hoc bank transactions
  • Accounting activity
  • Procurement card (PCard) transactions
  • Creating and approving expense reports
  • Purchasing requisitions

For financial business process support, please contact the financial services team.

If you are having trouble finding what you need, NSHE provides a glossary to define various Workday terms.

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Expenses

Business Process Description
Create an Expense Report How to create an expense report to request reimbursement for out-of-pocket expenses
Create an Expense Report - Hosting How to create an expense report to request reimbursement for host expenses paid by an employee on behalf of the university
Create Spend Authorization How to create, manage, and edit spend authorizations
VIDEO: Spend Authorization and Expense Reports How to create spend authorizations and expense reports

Purchasing

Business Process Description
Create Receipt and Create Return How to create receipts and returns to track goods or services against purchase orders or supplier contracts
Create Requisition – Goods or Services How to create a requisition for goods or services
Create Requisition – Independent Worker or Guest Speaker How to create a requisition for independent workers or guest speakers
Create Requisition – Open Ended / Blanket Purchase Order How to complete an open ended purchase order or a blanket purchase order
Create Supplier Invoice Request How to create a supplier invoice request
Procurement Card (P-Card) Viewing and Verification How to verify costing allocations and clean up for prior payrolls processed in Workday

Financial Accounting

Business Process Description
Ad Hoc Bank Transaction How to create an ad hoc bank transaction
Assign Costing Allocation How to assign costing allocations for an individual worker
Business Assets Worklet and Dashboard How to access and use the business assets worklet and dashboard
Create Accounting Journal How to create and find journals
Create Financial Accounting Adjustments How to create a financial accounting adjustment to reclassify costs on expense reports, procurement card transactions, or supplier invoice transactions
Create Payroll Accounting Adjustments How to create, manage, and cancel payroll accounting adjustments
Payroll Clearing Fund (FD892) Clean Up How to verify costing allocations and clean up for prior payrolls processed in Workday
Video: Spend Category Usage How to use spend categories

Reporting

Business Process Description
Video: All About Workday Reports How to access and use financial reports
Manager Financial Reporting - Worklet and Dashboard How to access and use the manager financial report dashboard

Payroll

Business Process Description
Payroll Cutoff Schedules View calendar of paydays by employee type, tax deadlines, and payroll cutoff dates