Resources and Demos

Finance Train-the-Trainer Sessions: October 2025

Slide depicting title of "Foundation Data Model" demo topic.

Foundation Data Model (FDM)

The FDM is Workday's version of a Chart of Accounts.  

Image title screen from Create/Find a Supplier Invoice Request demo video.

Supplier Invoice Request

A Supplier Invoice Request in Workday replaces the "IPF" functionality of Oracle eBiz.

Manual Journal Entries demo title slide.

Manual Journal Entries

This video demonstrates how to do a manual journal entry in Workday.  

Customer Contracts demo title slide.

Customer Contracts

This video demonstrates Customer Contracts, including Customer Billing and Amendments, in Workday.  

Create new customer demo title slide.

Create New Customer

This video demonstrates creating a new customer (accounts receivable) in Workday.  

Create customer invoice demo title slide.

Create Customer Invoice

This video demonstrates creating a customer invoice in Workday.  

Early Workday Previews: April 2025

These recordings offer a preview of the RIT-configured Workday system, highlighting key features and common business processes initiated by end-users. While not formal training or process redesign, these sessions are a great opportunity to identify areas needing clarification, training, or communication. 

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Finance Previews

Description:   This session is encouraged for all to attend. We'll provide an overview of the Financial Data Model (FDM) and its integration with Workday. We'll demonstrate Worktags, FDM segments, balancing funds, security roles, and the development of crosswalks from Oracle to Workday.
Presenter:  Rachel Guy
Link:  FDM Recording
Slides: FDM Slides

Description: This session covers essential aspects of financial transactions and adjustments within Workday. We'll preview manual journal entries, accounting adjustments, and the use of Enterprise Interface Builder (EIB) for data integration.
Presenter:  Jennifer Genter
Link:  FIN Accounting Recording
Slides:   FIN Accounting Slides

Decription: This session provides an overview of managing grants and awards in Workday. We'll demonstrate the processes for grants, awards, award maintenance, and grants accounting for cost reimbursable. 
Presenter:  Holly Neill
Link:  FIN Grants Recording
Slides:   FIN Grants Slides

Description: This session demonstrates key aspects of expense management in Workday. We'll discuss the basics of expense setup, creating and managing expense reports, and spend authorization processes.
Presenter:  Nikki Reinhardt
Link:  FIN Expenses Recording
Slides:   FIN Expenses Slides

Description: This session covers essential procurement and supplier management processes in Workday. We'll discuss purchase requisitions, purchase orders, receipts, supplier management, supplier invoice requests, and invoice matching.
Presenters:  Jessica Hishman and Nikki Reinhardt
Link:  FIN P2P/Supplier Recording
Slides:   FIN P2P/Supplier Slides

Description: This session is an overview of budget management processes in Workday. We'll demo budget structures, making budget amendments, and performing budget checks.
Presenter:  Matt Parr
Link:  FIN Budgets Recording
Description:   FIN Budgets Slides

Description: This session discusses the basics of Projects in Workday. We'll demonstrate project setup, managing project transactions, project budgeting, and project security.
Presenters:  Matt Parr and Jennifer Genter
Link:  FIN Projects Recording
Slides:   FIN Projects Slides

Description: This session reviews essential aspects of managing business assets in Workday. We'll demonstrate business asset setup, asset workflows, lifecycle events, and asset security.
Presenter:  Jennifer Genter
Link:  FIN Business Assets Recording
Slides: FIN Business Assets Slides

Description: This session reviews managing gifts and investments in Workday. We'll demo gift/investment pools, gift revenue, endowment transactions, investment statements, and pool payouts.
Presenter:  Ken Buckley
Link:  FIN Endowments & Gifts Recording
Slides:   FIN Endowments & Gifts Slides

Description: This session has a heavy focus on Treasury team operations. It covers essential banking and settlement processes in Workday. We'll demonstrate settlement procedures, managing bank transactions, and performing bank reconciliations.
Presenter:  Ken Buckley
Link:  FIN Banking & Settlements Recording
Slides:   FIN Banking & Settlements Slides

Description: This session showcases essential aspects of customer management in Workday. We'll demonstrate customer setup and maintenance, invoicing, tracking customer activity, managing customer contracts, and handling business forms and collections.
Presenter:  Holly Neill
Link:  FIN Customer Accounts Recording
Slides:   FIN Customer Accounts Slides

Payroll and Time Tracking Previews

Description: This confirmation session demonstrates time management and scheduling in Workday. We'll discuss entering time, assigning work schedules, and utilizing dashboards for tracking and reporting.
Presenter:  Bill Zimmerman
Link:  PATT Timekeeping Recording
Slides:   PATT Timekeeping Slides

Description: This session demonstrates compensation and payroll processes, benefits integration with payroll, time tracking, utilizing dashboards, and employee self-service functionalities. 
Presenter:  Bill Zimmerman
Link:  PATT Payroll Recording
Slides: PATT Payroll Slides

Human Capital Management & HR Previews

Description: This session demonstrates creating and editing positions to manage workforce planning and organizational structure.
Presenter:  Sandy Buckert
Link:  HCM/HR Position Control Recording
Slides:   HCM/HR Position Control Slides

Description: This session demonstrates creating job requisitions, the external candidate application process, reviewing and screening candidates, conducting interviews and evaluations, and performing reference checks.
Presenter:  Kevin Mumper
Link:  HCM/HR Faculty Recruitment Recording
Slides:   HCM/HR Faculty Recruitment Slides

Description: This session showcases creating job requisitions, the external candidate application process, reviewing and screening candidates, conducting interviews and evaluations, and performing reference checks.
Presenter:  Kevin Mumper
Link:  HCM/HR Staff Recruitment Recording
Slides:   HCM/HR Staff Recruitment Slides

Description: This session demonstrates background checks, onboarding, flexible work arrangements (FWA), job changes, updating personal information, compensation changes, adding jobs, processing one-time payments, managing academic appointments, and terminations.
Presenter:  Ericka Smith-Schubart
Link:  HCM/HR Core HR Recording
Slides:   HCM/HR Core HR Slides

Description: This session demonstrates browsing and enrolling in learning programs, enrolling in courses, creating courses and campaigns, and completing courses with grading and attendance tracking. 
Presenter:  Merrill DiPonzio
Link:  HCM/HR Learning (LMS) Recording
Slides:   HCM/HR Learning (LMS) Slides

Description: This session demonstrates the performance review process for both employees and managers in Workday.
Presenter:  Leah Burger
Link:  HCM/HR Talent & Performance Recording
Slides:   HCM/HR Talent & Performance Slides

Student Employment Previews

Description: This session demos core functions in student employment, from creating a job requisition, to hiring, time tracking, employment verification, and more.
Presenters:  R. Nemeth, A. Henry, B. Zimmerman
Links:  Student Employment Recording Part 1 (Position Creation, Hiring) Recording

Student Employment Recording Part 2 (Onboarding, Timekeeping/Payroll) Recording
Slides:   Student Employment Slides