Fall 2024 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

Thursday, October 17th 11:00am - 12:00pm

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

Monday, September 30th 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

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

Tuesday, September 10th 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 


  • CANCELED: Implementation of Award Tasks



  • NEW! Effort Certification
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


Thursday, September 12th 1:00pm - 2:00pm


Monday, September 23rd 2:30pm - 3:00pm


Monday, November 4th 1:00pm - 1:30pm


Thursday, October 31st 2:00pm - 2:30pm


Tuesday, October 1st 2:00pm - 3:00pm


Thursday, October 24th 10:00am - 11:00am

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

Tuesday, October 29th 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, October 30th 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 Physical Drop-In Lab


Wednesday, October 16th 1:00pm - 2:30pm


Wednesday, September 25th 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 Virtual Open Lab

Thursday, October 3rd 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


Tuesday, October 15th 1:00pm - 2:30pm


Tuesday, October 22nd 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, September 11th 1:00pm - 2:30pm

Payroll and Time Tracking Q&A Session

Come and go as you want during this hour session to have your questions answered or work through tasks needing assistance. Personnel who handle payroll, enter, review, and/or approve employee Time and Time Off in Workday, including OPS, SP, A&P, or UPD employees, Managers & Supervisors, Timekeepers Physical Drop-In Lab

Monday, September 9th 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