Where can I get training for Workday?
Login to https://gatechhrcc.brightspace.com/ to view Workday Financials Training Courses. This series of tutorials equips Georgia Tech professionals with the skills needed to complete financial tasks in Workday.
I have an invoice for my PO, how do I get it paid?
Scan the invoice and email it to apinvoices@gatech.edu. Note: The purchase order number must be listed on the invoice.
How do I make changes to a Workday PO?
You can make changes to PO’s that are not on contract or from a hosted catalog vendor by completing a Change Order Requisition in Workday. You can request the following changes for any non-contract/catalog PO:
• Add a line
• Increase or Decrease Line Amount
• Change Driver Worktag or Spend Category
• Cancel Line, Cancel Purchase Order
• Close Purchase Order
Review the “Change Order Request” Job Aid in ServiceNow
How do I create a receipt in Workday?
Review the “Receipt” Job Aid in ServiceNow
How do I edit or withdraw a requisition?
-Navigate to Find Requisitions via search, or the My Requisitions worklet.
-Select Related Actions for the Requisition.
-Hover over Requisition
-Select Edit (to make changes)
Note: Editing a requisition will withdraw the requisition and re-submit it into workflow
-Select Cancel (to cancel the requisition)
How do I find out the status of my requisition or purchase order?
To check the status of a Requisition and Purchase Order in the approval process: Navigate to the My Requisitions worklet. In the far-right column of each requisition, a brief status will be displayed. For a more detailed report, select the requisition and scroll to Process History. This drop-down will display the status of each approval step the requisition has undergone, as well the person associated with each step. Workday automatically sources the requisition to a purchase order upon its approval.
How do I charge multiple accounts on a requisition?
In the Review and Submit tab, select the Split column to split lines by Amount or Quantity. Then, specify the amounts or quantities, enter a memo, and select specific worktags for each split.
My security role is wrong or needs updating, how do I change it?
Complete a Workday Security Roles Request form in ServiceNow.
How do I get access to Workday?
All GT employees are provided access to Workday upon hire with the following security roles: Employee as Self; Cost Center Financial Analyst; GT Sponsored Report Viewer Role.