Navigating Finance Functions in Workday
To help you find what you need — and how to do it — we've created a training guide to help you manage your financial transactions and reports. If something you're looking for isn't listed, please open a Help Desk ticket (help@brandeis.edu) and ask the ticket to be assigned to the Change Management Team.
| I want to... | I can find how to do it here... |
|---|---|
| Change the funding for a position for a position before payroll runs | Assign Costing Allocation Job Aid |
| Change the accounting on a financial transaction | Create Journal Entry Job Aid |
| Adjust the worktags assigned to a PCard transaction or supplier invoice | Create Supplier Invoice Accounting Adjustment Job Aid |
| Change the funding for a costing allocation AFTER payroll has posted | Create Payroll Accounting Adjustment Job Aid |
| Confirm Effort Certification for grand funded positions |
Effort Certification - Reviewers (Review, Add Approver, Change Effort) 2023 Job Aid Effort Certification - Certifiers/Approvers (Approve/Certify, Send Back) 2023 |
| Run the Statement of Activities (SOA) Report in Workday | Managing Your Budget in Workday Job Aid |
| I want to... | I can find it here in Workday... |
| View the costing allocation for a student or staff or faculty member | On the student/staff/faculty member's Workday profile, using the Pay tab. |
| View my budget | The SOA Report |
| View the balance of a grant |
Grant Budget and Expenses by Object Class Report OR Grant Details Report |