Spring 2025 Workday Open/Drop-In Labs

Open/Drop-In Labs are demo sessions, designed to answer your questions about Workday. This Hybrid event is offering a mix of virtual training open labs and in-person computer drop-in labs. Each session is topic-specific, with a subject matter expert available to provide assistance. 

Please use the following steps to take advantage of the Open/Drop-In Labs: 

  1. View the list of sessions and suggested participants 
  2. Click the unique session Date/Time link in the below table to register for the session (registration confirmation and reminders will be sent)
  3. Mark your calendar for the dates and times you plan to attend 
  4. At the appointed time, click the "join" link within the Calendar invite from your Outlook calendar
  5. Please ensure that you have viewed the appropriate videos and Job Aids prior to attending a Open/Drop-In Lab session 

Session Format Key: 
Virtual Open Lab Training is via MS Teams (30 minutes - 1 hour)
Physical Drop-In Lab is via BHG262 (90 minutes)

Session Title & SUBTOPICS Suggested Participants

session format

SESSION
DATE/TIME

Assets/Property 

  • Issuing Property to Employees
  • Viewing Assets Assigned to You
  • Transfer & Dispose of Property
Property Managers Virtual Open Lab

Monday, April 14th
11:00am - 12:00pm

NEW! - Auxiliary Enterprise Fund

Auxiliary Accountable Officers, Budget Managers, and Cash Custodians. Virtual Open Lab

Friday, March 28th
9:00am - 10:15am

Budget 

  • Everything Budget (EXCEPT for Grants)
  • Reports
  • Position Rates
  • Checking Cash Balances
Personnel with Budget responsibility in Workday (Note: for anything budgeting related to Grants, please visit the virtual open lab sessions for Grants). Physical Drop-In Lab

Monday, March 31st
1:00pm - 2:30pm

Delegation 

  • Setup Delegations
  • View Delegations
  • Act as a Delegate
Personnel who are either temporarily assigning tasks they're responsible for in Workday to another employee (due to being out of the office or on vacation) or personnel acting as a Delegate.  Virtual Open Lab

Offered via the Fall 2022 session recording (33:38)

Financials 

  • Foundation of Data Model (FDM) or Data Audit
  • Requesting a New FDM
  • Revenue & Expense Categories (& the General Ledger)
  • Check Log Processing
  • Financial Periods MTD, YTD & LTD (Grants)
  • Reports
  • Fixing Errors
Cost Center Managers, questions regarding FDM, and accounting adjustments. Virtual Open Lab

Wednesday, April 2nd 9:00am - 10:30am

Grants/Awards

  • Reviewing Budget to Actuals for Grants/Awards


  • Subawards in Grants/Awards


  • Budget Transfer Requests for Grants/Awards


  • Indirect Costs


  • Effort Certification


  • NEW! - Pre-Award 101


  • NEW! - Post-Award 101
Personnel who manage grants, including Principal Investigators, Grant Managers, Department Administrators, and Business Managers.

Effort Certification is required for all projects and all personnel, including students, faculty, and staff.

Virtual Open Lab


Friday, March 21st
10:00am - 11:00am


Monday, March 24th
2:30pm - 3:00pm


Monday, April 7th
1:00pm - 1:30pm


Friday, April 25th
10:00am - 10:30am


Friday, April 4th
10:00am - 11:00am

Monday, April 28th
2:00pm - 2:45pm


Friday, May 2nd
10:00am - 10:45am

HR/Compensation 

  • Change Job/Edit Job
  • Request Compensation Change
  • Request One Time Payment
  • General Questions
Managers, HR Business Partners, and Administrative Support roles who enter one-time payments, compensation changes, or job changes for staff or OPS positions. This drop-in lab is ideal for new administrative support staff new to Workday for hands on training and support from HR. Physical Drop-In Lab

Wednesday, April 9th 9:00am - 10:30am

Managing Period Activity Pay

  • Managing Period Activity Pay
  • Correcting Period Activity Pay
  • End Period Activity Pay
  • General Questions
New administrative support staff to ask questions and get help on creating and managing Period Activity Pay. Physical Drop-In Lab

Wednesday, April 16th 2:00pm - 3:30pm

Procurement 

  • Requisition & Supplier Requests


  • P-Card Program
Personnel who purchase goods and/or services for the University; questions regarding Punchout process, change orders, new supplier and P-Card transactions.


Virtual Open Lab



Physical Drop-In Lab


Monday, April 21st
1:00pm - 2:00pm


Wednesday, March 26th 1:00pm - 2:30pm

Accounts Payable 

  • Direct Payments
  • Expenses
  • Creating a Receipt
Personnel who request supplier invoice requests, submit non-travel expense reimbursements, and create receipts. Physical Drop-In Lab

Friday, April 11th
9:30am - 11:00am

Recruiting 

  • Hiring OPS Employees


  • Hiring Staff/Faculty Employees 
Personnel who hire employees, create job requisitions (postings), and internal applications.
Physical Drop-In Lab


Wednesday, April 23rd 1:00pm - 2:30pm


Wednesday, April 30th 3:00pm - 4:30pm

Travel Expenses 

  • Spend Authorizations
  • Expense Reports (Travel)
  • Candidate/Student Travel
  • Misc. Tips/Tricks
Personnel who travel, or have reimbursable travel expenses to submit to the University. Physical Drop-In Lab 

Monday, March 17th
1:00pm - 2:30pm

Payroll and Time Tracking Q&A Session

Managers, Timekeepers, and Administrative Support roles with payroll responsibilities. Ideal for those who enter, correct, and/or approve employee Time and Time Off in Workday, encompassing OPS, SP, A&P, or UPD employees.

Payroll staff can also respond to employees' questions regarding the payroll calendar, direct deposit, W-4s, W-2s, payslips, contact information, and other Workday functionality related to payroll.
Physical Drop-In Lab

Wednesday, March 19th 1:00pm - 2:30pm

Session recordings will be posted soon

What if I have questions/concerns now?

University Help Desk:  ITS Knowledge Base |  Email Help Desk |  239-590-1188
Monday-Friday from 7am to 10pm and Saturdays from 8am to 5pm