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.
Quick Search
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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 purchase requisition for a good or service |
| Copy Requisition - Goods or Services | How to copy a requisition from an existing purchase requisition |
| 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 FYXX Requisitions | How to create a new fiscal year requisition for Goods, Services, Independent Workers, Guest Speakers, Open Ended Purchase Orders, and Blanket Purchase Orders. This Job aid is only used from June 1 through July 1. |
| Create Supplier Invoice Request | How to create a supplier invoice request |
| Verify Procurement Card Transactions | 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 – Application 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 |