91ÁÔÆæ

Target Audience: All Employees (except 91ÁÔÆæ students)
Presenter: Jocelyne Peña

Training Resources

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Description

Benefits: How to enroll/waive benefits-retirement plan, parking, Commuter Flexible Spending Account (FSA).

Target Audience: All Active Employees
Presenter: Myles Reed

Training Resources

Description

Human Resources: Employee Dashboard — Learn how to navigate your employee dashboard, including:
–&²Ô²ú²õ±è;Accessing and updating your employee profile
– Using the menu options
–&²Ô²ú²õ±è;Updating Direct Deposit (DD), W-4, Emergency Contact, and EEO information
–&²Ô²ú²õ±è;Viewing your payslips, W-2s, and 1095 forms

Target Audience: All PIs & Account Signers
Presenter: Ranjit Kaur

Training Resources

– Training Video Recording (coming shortly)
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Description

Human Resources: How to manage employment changes — salary action, account change/extension, add job, end job, and termination.

Target Audience: All PIs & Administrative Staff
Presenters: Ranjit Kaur & Vicky Farias

Training Resources

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– (for all student employees and other temporary positions)
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Description

Human Resources: For non-benefited, faculty, and benefited positions.

Target Audience: Central Office, All PIs, & Administrative Staff
Presenter: Loralee Quintero

Training Resources

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Description

Finance/Acounts Payable: This workshop will cover the following processes:

– Submitting purchase order requisitions through Workday
– Submitting non-PO invoices through Workday
– Requesting a new supplier through Workday
– Approving requisitions and invoices
– General information and questions

Target Audience: All Benefited Employees and their Supervisors
Presenter: Vicky Farias

Training Resources

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– Updated Employee Rating Scale [pdf]

Description

Overview of the performance evaluation process and how to complete it in Workday.

Target Audience: All Benefited Employees and their Supervisors
Presenter: Vicky Farias

Training Resources

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Description

Overview of the performance evaluation process and how to complete it in Workday.

Target Audience: PIs
Presenters: Lan Ngoc Duong & Amy Zhao

Training Resources

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Description

In this Workday training session, the OSP Post-Award Associate Director and Manager will walk through how to navigate the system to access grant account information. There will be a demonstration of key details, such as remaining balances, purchase orders, and expense history.

Target Audience: PIs for Self-support Programs
Presenters: Ricky Yoneda & Patrick Murray

Training Resources

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– Scribe: Program Accounts in Workday [pdf]
– Slides: Program Accounts in Workday [pdf]

Description

This workshop will cover the following processes:

– Funds recorded as revenue
– Interfund transfers done via journal entries
– Admin fees
– Timing of calculations
– Fees

Target Audience: All Active Employees
Presenter: Vicky Farias

Training Resources

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Description

Payroll: Instructions for submitting timesheets and time off for hourly, exempt, faculty, and multiple positions.

Target Audience: All PIs & Account Signers
Presenter: Vicky Farias

Training Resources

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Description

Payroll: Learn how to review and approve time entries and time off/leave requests.

Target Audience: Central Office, All PIs, & Administrative Staff
Presenter: Loralee Quintero  

Training Resources

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Description

Finance/Accounts Payable: This workshop will cover the following processes:

– Spend Authorization: Approval for travel will be submitted through Workday rather than using our current RAT form (employees only, separate process for students and non-employees)
– Expense Reports: Creating expense reports in Workday for travel or expense reimbursement. How to link your expense report to your Workday travel authorization.
– Approving Spend Authorizations and Expense Reports.
– P-Card Reconciliation: How to reconcile your P-Card charges using Workday. How to delegate reconciliation to support staff.
– General information and questions