Drop-in sessions for Workday and Reimbursement Processing

The Business Office will continue to host weekly 1 hour long demos and Q&A sessions through Fall 2024 to assist individuals processing out-of-pocket reimbursements as well as more general questions on how to look up information and how to process different types of transactions in Workday. The first half hour will be specific to the topics listed below the second half will be open for general Q&A.

Sessions will begin in October. Please sign up HERE to indicate interest in attending a session. If you are unable to attend either date/time listed below, please let us know so that we can try to accommodate you!

Tuesday sessions will be held from 1:00 - 2:00 PM in room M82 and via Zoom
Thursday sessions will be held from 2:00 - 3:00 PM in room M82 and via Zoom

Tuesday, October 8, 2024 1PM	How do I prepare a Requisition in Workday (Purchase Orders)? How do I update or change a Purchase Order in Workday? (Change Orders)
Thursday, October 17, 2024 2PM	Where do I charge my expenses to? (COAs) How do I find a list of my financial accounts?
Tuesday, October 22, 2024 1PM	WD Basics: How to look up stuff in Workday? Where's my payment? What's the status of my supplier setup?
Thursday, October 31, 2024 2PM	How is paying/reimbursing international suppliers different? How is reimbursing international students different? Is paying a student for services different than reimbursing a student?
Tuesday, November 5, 2024 1PM	Common Questions for Travel reimbursements: How to process per diem reimbursement? Is Business Class travel allowed? When do I need to include a price comparison documention ?
Thursday, November 14, 2024 2PM	How do I set up a new supplier in Workday? How do I update a supplier record in Workday (like a change of address or adding ACH/wire (direct deposit) payment option? How do I search for suppliers in Workday?
Tuesday, November 19, 2024 1PM	How to buy stuff: What are the various Purchase methods available through Yale and when to use them? (Pcards, Supplier Invoice Request (SIRs), Purchase Reqs, and Internal Transfers)
Tuesday, December 3, 2024 1PM	Contracts 101 (i.e. Hotels, Catering, Consultants, Guest Speakers) How to get a contract signed at Yale?
Thursday, December 12, 2024 2PM	How to run Reports in Workday to monitor budgets, balances, and transaction details? NOTE- must have CC Financial Analyst role in WD. Please check with Jen Lia to confirm if this session is applicable
Tuesday, December 17, 2024 1PM	Q&A - bring your questions to us

F&AFAQ

Drop-in sessions for Workday and Reimbursement Processing

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