With the introduction of Workday Finance, where you go for Workday support now depends on WHAT you need help with.
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The ISC remains your source for Workday HCM (HR and payroll) support.
Questions about new Workday Finance processes (procurement, grant management, travel reimbursements, etc.) involve different support resources.
The new UW Connect Finance portal is your first stop for self-help with new financial processes in Workday: we recommend adding it to your Favorites/Bookmarks in your web browser.
Go to UW Connect Finance
Your department’s finance staff/business office can also help you with Workday Finance questions as well as your use of the UW Connect Finance portal. If you’re not sure who your department-level finance contacts are, ask your manager.
Understanding “Workday HCM” vs. “Workday Finance”
I’m an EMPLOYEE. How/When do I use…
Workday HCM?
Support for the following continues to be provided by the ISC.
| Subject/Activity |
Examples |
| Employee onboarding |
- Completing your Form I-9
- Updating your W-4
- Setting/updating your payment elections (direct deposit)
|
| Managing your Personal Information |
- Home Address
- Mailing Address
- Emergency contacts
- Legal name
|
| Reviewing payslips and tax documents |
- Overpayment
- Underpayment
- Replacement Checks
- Deductions
- W-2
|
| Time entry |
- Submitting, approving, and correcting your timesheet
|
| Requesting absences |
- Requesting Vacation/Sick time off
- Entering Holiday Taken Time Off
- Requesting a Leave of Absence
|
| Enrolling in benefits/changing benefits |
- Life Events such as birth/adoption, marriage/SRDP, gain of other coverage
- Open Enrollment
|
Workday Finance?
Consult UW Connect Finance and/or your unit’s finance team/Shared Environment for support on the following.
| Subject/Activity |
Examples |
| Travel |
- Travel reimbursement
- Travel spend authorization
|
| Non-travel reimbursements |
|
| Purchase requests |
|
IMPORTANT NOTE: Questions about your paycheck are Workday HCM, not Workday Finance.
I’m an HR ADMINISTRATOR or FINANCE STAFF. How/When do I use…
Workday HCM?
Support for the following is provided by the ISC.
| Subject/Activity |
Examples |
| Business Processes that update Worker Position information |
- Create Position
- Hire
- Add Additional Job
- Change Job
- Termination
…and others. |
| Business Processes that update Worker Payroll information |
- (NEW!) Payroll Accounting Adjustments
- Assign Costing Allocations
- Request Compensation Change
- One Time Payment
- Period Activity Pay
…and others. |
| Business Processes that add/change an Academic Appointment |
- Add Academic Appointment
- Update Academic Appointment
- End Academic Appointment
|
| Reviewing associated payroll and position reporting |
- Confirming entry/approval of timesheets and absence requests
- Completion of costing allocations for workers
- Review of earnings and actuals
|
| Managing and tracking employee leave status |
- FMLA tracking
- Returning employees from Leave of Absence
|
Medical Centers employees use Kronos for time tracking; questions should be directed to AskKronos@uw.edu.
Workday Finance?
Consult UW Connect Finance and/or your unit’s finance team/Shared Environment for support on the following.
| Subject/Activity |
Examples |
| General Accounting |
- Request a worktag
- Process journals
- Allocate costs and revenue
- Manage reporting and compliance
- Month/Year-end close
|
| Procurement |
- Add suppliers
- Purchase requests
- Manage requisitions
- ProCards
- T&E compliance review
- Miscellaneous payments
|
| Supply Chain |
- Strategic sourcing
- Manage inventory
|
| Miscellaneous A/R |
- Request new customers
- External billing
- Invoice adjustments
- Customer contracts (service contracts)
- Internal Service Delivery (ISD)
- Collections
- A/R aging
|
| Post Award Research Administration |
- Manage sponsored spend
- Sponsor billing
- Effort reporting (ECC)
- Sponsor collections
- Sponsor A/G aging
|
| Manage Cash & Invested Funds |
- Apply and record payments
- Banking and accounting
- Gift and endowments
- Investment activity
|
| Manage Assets |
- Setup and manage asset registration
|
| Manage Projects |
- Project setup
- Project accounting
|
| Manage Budgets |
- Workday Adaptive
- Funds transfers
|