Workday Open Labs

Open Labs are demo sessions, designed to answer your questions about Workday. This Hybrid event is offering a mix of virtual or in-person instructor led trainings. 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 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 .
Virtual Sessions: At the appointed time, click the "join" link within the Calendar invite from your Outlook calendar.

Session Format Key:

All sessions are Instructor Led
Virtual Open Lab Training is via MS Teams
In-Person Open Lab is via BHG262

Session Title & Description	Suggested Participants	session format	SESSION DATE/TIME
Business Asset (Property) Actions in Workday Learn the key Workday actions needed to manage business assets and follow property procedures.	Property Managers who are new to the role or would like a refresher on Property procedures, compliance requirements, and Workday processes.	Virtual	Tuesday, October 20 10:30am - 11:30 am
Accounts Payable Essentials Review key invoice, supplier, and payment processes and learn how to avoid common delays.	University employees who submit invoices, work with suppliers, manage departmental finances, support purchasing activities, or oversee Accounts Payable processes in Workday.	In-Person	Tuesday, October 27 10:00am - 11:00am
P-card Open Lab Explore P-card responsibilities, allowable purchases, transaction requirements, and common questions.	Everyone who has or planning on having a P-card.	In-Person	Tuesday, October 27 2:00pm-3:00pm
Spend Authorization Essentials: Submitting Spend Authorizations Learn how to submit accurate spend authorizations for common travel scenarios and avoid processing delays.	Anyone who is going to be traveling or submitting on behalf of travelers.	In-Person	Wednesday, October 28 2:00pm - 3:00pm
Expense Report Essentials: Submitting Expense Reports in Workday Learn how to complete and submit expense reports with the correct documentation and track reimbursement.	Anyone who travels or assists with travel	In-Person	Thursday, October 29 10:00am - 11:00am
Financial Reporting Understand the Foundation Data Model, financial periods, available reports, and accounting corrections.	Training for Budget/Cost Center Managers	Virtual	Thursday, October 29 1:00pm - 2:30pm
Budgets Drop-In Lab Learn to run and interpret key budget reports, check balances, and complete budget amendments.	Cost Center Managers, Cost Center Financial Analysts and Activity Analysts. Anyone who manages budgets. (Note: for anything budgeting-related to Grants, please visit the virtual open lab sessions for Grants)	In-Person	Friday, October 30 2:00pm - 3:00pm
Procurement – Purchasing Learn how to create requisitions, change orders, requests, and supplier names in Workday.	Employees that enter requisitions, create change orders, are involved in obtaining quotes for PO's.	Virtual	Monday, November 2 9:00am-10:00am
From Idea to Grant Submission: What Faculty Need to Know Learn the key steps for developing a competitive proposal and navigating the grant submission process.	FGCU Faculty	Virtual	Monday, November 2 2:30pm - 4:00pm
Award in Hand: What Faculty Need to Know About Grant Management and Compliance Understand key responsibilities for managing grant budgets, documentation, changes, and compliance.	FGCU Faculty	Virtual	Wednesday, November 4 2:00pm - 3:30pm
Departmental Grant Management in Action: From Award to Closeout Learn how to manage sponsored awards from setup and budget monitoring through reporting and closeout.	Grant Managers and FGCU Staff	Virtual	Thursday, November 5 2:00pm - 3:30pm

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