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Spring 2023 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: 

  • View the list of sessions and suggested participants 
  • Click the unique session Date/Time link in the below table to register for the session (registration confirmation and reminders will be sent)
  • Mark your calendar for the dates and times you plan to attend 
  • At the appointed time, click the "join" link within the Calendar invite from your Outlook calendar
  • 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, March 21st

2:00pm - 3:00pm

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

Wednesday, March 22nd

3:00pm - 4:30pm

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

Recording link will be shared at a later date

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, accounting adjustments Virtual Open Lab

Thursday, March 23rd

1:00pm - 2:00pm

Grants/Awards

  • Reviewing Budget to Actuals for Grants/Awards 

  • Subawards in Grants/Awards 

  • Budget Transfer Requests for Grants/Awards 

  • Indirect Costs 
Personnel who manage grants, including Principal Investigators, Grant Managers, Department Administrators, and Business Managers Virtual Open Lab

 

Monday, March 20th

1:00pm - 2:00pm 

 

Tuesday, March 21st

3:30pm - 4:00pm

 

Wednesday, March 22nd

9:00am - 9:30am

 

Thursday, March 23rd

10:30am - 11:00am

HR/Compensation 

  • Change Job/Edit Job
  • Request Compensation Change
  • Request One Time Payment
  • General Questions
Managers, HR Business Partners, and Administrative Assistants who handle one-time payments, period activity pay, compensation changes, job changes Physical Drop-In Lab

Friday, March 24th 

1:00pm - 2:30pm

Managing Period Activity Pay 

  • Managing Period Activity Pay
  • Correcting Period Activity Pay
  • End Period Activity Pay
  • General Questions
Personnel with the designated role of HR Business Partners to ask questions and get help on Creating and Managing Period Activity Pay Physical Drop-In Lab

Monday, March 20th

10:00am - 11:30am

Procurement 

  • Requisition & Supplier Requests 

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

 

Monday, March 20th

2:30pm - 4:00pm 

 

Thursday, March 23rd

2:30pm -4:00pm

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

Thursday, March 23rd

8:30am - 10:00am

Recruiting 

  • Hiring OPS Employees 

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

 

Wednesday, March 22nd

1:00pm - 2:30pm 

 

Friday, March 24th

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 

Wednesday, March 22nd

10:00am - 11:30am

Time Tracking 

  • Enter Time & Time Off
  • Submit Time & Time Off
  • Approve Time & Time Off
Personnel who enter, review, and/or approve employee Time and Time Off in Workday, including OPS, SP, A&P, or UPD employees, Managers & Supervisors, Timekeepers Virtual Open Lab

Wednesday, March 22nd

2:30pm - 3:30pm

 

Session recordings will be posted soon

 

What if I have questions/concerns now?

University Help Desk:  ITS Knowledge Base |  helpdesk@fgcu.edu |  239-590-1188

Monday-Friday from 7am to 11pm and Saturdays from 8am to 5pm