Workday Navigation
Workday
Financial System
Workday is a Cloud-based human resources, payroll and finance system that incorporates higher-education best practices. It can be accessed using a web browser or mobile app. Haverford College began using Workday in July 2017.
Resources
- Workday Financials Glossary
- Create Supplier Request
- Workday Supplier Request Status
- Directory of Expense Items
- Directory of Spend Categories
- Financial Reports
- Financial Searches
Introductory Training Videos
(1) Note that Haverford does not use daily allowances or conversion tables.
Training Materials for Fundamentals
- Create Expense Report
- Expense Report on the Go
- Process to Request a New Supplier
- Purchasing with Requisition
- Purchasing with Workday Punch Outs
- Create Receipt (Receiving on a PO)
- Create Supplier Invoice Request
Training Materials for Specialized Tasks
- Cash Sale
- Creating a Delegation Task
- Create Spend Authorization
- Expenses on Behalf of Others
- Haverford Budget vs Actual Report (Job Aid)
- Verify PCard Transactions (step-by-step)
- Verify PCard Transactions (training video)