Spring 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



  • Issuing Property to Employees
  • Viewing Assets Assigned to You
  • Transfer & Dispose of Property
Property Managers Virtual Open Lab

Tuesday, March 12th 10:00am - 11:00am


  • 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, March 25th 1:00pm - 2:30pm


  • 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


  • 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

Monday, April 29th 1:00pm - 2:00pm


  • Reviewing Budget to Actuals for Grants/Awards 

  • Subawards in Grants/Awards 

  • Budget Transfer Requests for Grants/Awards

  • Indirect Costs 

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

Thursday, March 14th 1:00pm - 2:00pm

Monday, March 18th 2:30pm - 3:00pm

Tuesday, April 2nd 10:00am - 10:30am

Monday, April 8th
2:00pm - 2:30pm

Thursday, April 11th 10:00am - 11:00am


  • 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

Thursday, April 25th 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, April 10th 2:00pm - 3:30pm


  • 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

Tuesday, April 16th 9:00am - 10:30am

Thursday, March 28th 10:00am - 11:30am

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, April 4th 9:30am - 11:00am


  • Hiring OPS Employees

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

Thursday, April 18th 1:00pm - 2:30pm

Monday, April 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, April 24th 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 20th 1:00pm - 2:00pm

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 11pm and Saturdays from 8am to 5pm