Fall 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

Tuesday, October 14
11:00am - 12:00pm

Auxiliary Enterprise Fund

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

Friday, September 26
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, September 29
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

Friday, October 17
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


  • Pre-Award 101


  • 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


Tuesday, September 23
10:00am - 11:00am


Tuesday, September 30
2:30pm - 3:00pm


Friday, October 10
10:00am - 10:30am


Friday, October 24
10:00am - 10:30am


Friday, October 3
10:00am - 11:00am

Monday, October 27
2:00pm - 2:45pm


Monday, November 3
1:00pm - 1:45pm

HR/Compensation & Period Activity Pay (PAPs)

  • Change Job/Edit Job
  • Request Compensation Change & One Time Payment
  • Managing & Correcting Period Activity Pay
  • End Period Activity Pay
  • General Questions
Managers, HR Business Partners, and Administrative Support roles who enter one-time payments, compensation changes, or job changes, and handling Period Activity Pay 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, October 8
9:00am - 10:30am

Requisition & Supplier Requests

Personnel who purchase goods and/or services for the University; questions regarding Punchout process, change orders, and new supplier requests.


Virtual Open Lab


Monday, October 20
1:00pm - 2:00pm

P-Card Program

Personnel who handle P-Card transactions. Physical Drop-In Lab

Wednesday, September 24 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

Monday, October 13
9:30am - 11:00am

Recruiting 

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

Wednesday, October 29 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 

Tuesday, October 7
1:00pm - 2:30pm

Session recordings will be posted soon for the virtual open labs

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