Team | Functional Area | Job Aid | Business Process/Task |
FIN
|
Grants
|
Adding Sub awards
| Adding a Sub award |
FIN
|
Grants
|
Adding Sub awards
| Create Subrecipient |
HCM
|
Academic Staffing
|
Academic Appointment
| Add Academic Appointment |
HCM
|
Academic Staffing
|
Academic Appointment
| Update Academic Information |
HCM
|
Academic Staffing
|
Academic Appointment
| End Academic Appointment |
HCM
|
Academic Staffing
| Academic Staffing Touchpoints Faculty
Staffing |
Academic Staffing Touchpoints Faculty Staffing
|
FIN
|
Financial Accounting
|
Accounting Adjustment
| Accounting Adjustment on a Supplier Invoice |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Payment |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Bank Transaction |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Bank Transaction Template |
FIN
|
Financial Accounting
|
Allocation Run Finalize Event
| Schedule Allocation Run |
FIN
|
Financial Accounting
|
Allocation Run Finalize Event
| Finalize Allocations |
HCM
|
Recruiting
|
Apply Internal Job
| Internal Apply |
FIN
|
Business Assets
|
Asset Registration
| Asset Registration |
FIN
|
Business Assets
|
Asset Registration
| Asset Assign Accounting Event |
FIN
|
Business Assets
|
Asset Transfer Disposal and Reinstatement
| Asset Transfer for a Single Asset |
FIN
|
Payroll Accounting
|
Assign Costing Allocation
| Ad Hoc Costing Allocation Change - Contractual Worker |
FIN
|
Payroll Accounting
|
Assign Costing Allocation
| Ad Hoc Costing Allocation Change - PIN Worker |
FIN
|
Grants
|
Award Budget Hub Event
| Create Award Budget |
FIN
|
Grants
|
Award Budget Hub Event
| Create Budget Amendment |
FIN
|
Grants
|
Award Corrections and Amendments
| Correct an Award |
FIN
|
Grants
|
Award Corrections and Amendments
| Create an Award Amendment |
FIN
|
Banking & Settlement
|
Bank Account Management
| Create Bank Account |
FIN
|
Banking & Settlement
|
Bank Account Management
| Edit Bank Account |
FIN
|
Banking & Settlement
|
Bank Account Management
| View Bank Statements |
FIN
|
Banking & Settlement
|
Bank Account Management
| View Bank Statement Line |
FIN
|
Budgets
|
Budget Amendment
| Create Budget Amendment |
FIN
|
Budgets
|
Budget Check
| Edit Budget Check Options |
FIN
|
Business Assets
|
Business Assets
| Asset Cost Adjustment Event |
FIN
|
Business Assets
|
Business Assets
| Asset Impairment Event |
FIN
|
Business Assets
|
Business Assets
| Asset Adjust in Service Day |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Review Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Screen Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Interview Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Reference Check |
HCM
|
Benefits
|
Change Benefits ORP Life Change
| Enrolling in ORP Benefits |
HCM
|
HCM Core
|
Change Emergency Contact
| Update Emergency Contacts |
HCM
|
HCM Core
|
Change Jobs
| Start Change Job |
HCM
|
HCM Core
|
Change Jobs
| Change Job |
HCM
|
HCM Core
|
Change Jobs
| Propose Compensation Change |
HCM
|
Benefits
|
Change ORP Benefits Administrator
| Processing ORP Benefit Changes |
HCM
|
Benefits
|
Change ORP Benefits Administrator
| Manual Override |
GEN
|
Workday Basics
|
Checking Open Task Status
| Accessing the View Details Page |
GEN
|
Workday Basics
|
Checking Open Task Status
| Accessing the My Tasks Archive |
FIN
|
Financial Accounting
|
Create Accounting Journal
| Create Journal |
FIN
|
Financial Accounting
|
Create Allocation and Statistic
| Create Allocation Definition |
FIN
|
Financial Accounting
|
Create Allocation and Statistic
| Create Statistic |
FIN
|
Expenses
|
Create Expense Report for Worker
| Create Expense Report for Worker |
FIN
|
Payroll Accounting
|
Create Initial Payroll Commitment
| Create Initial Payroll Commitment |
HCM
|
Recruiting
|
Create Job Application
| Create Job Application |
FIN
|
Expenses
|
Create Spend Authorization for Worker
| Create Spend Authorization for Worker |
FIN
|
Supplier Accounts
|
Creating and Updating Suppliers
| Creating Suppliers |
FIN
|
Supplier Accounts
|
Creating and Updating Suppliers
| Updating Supplier Records |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create Award |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create a Billing Schedule |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create Award Schedule |
FIN
|
Customer Accounts
|
Customer Event
| Create a Customer |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Banking Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Payment Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Summary Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
|