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Feb 19, 2021
In Workday, Click on Blue Cloud in upper right corner (which is your Profile), then click Favorites, in next window click Manage Favorites, click 3-dots with lines so you can type in what you would like to make a favorite (IE: Create Expense Report, View Supplier, Create Requisition, etc..) and when it populates the choices, checkmark the one you want, OK. Go back to HOME screen (Block ‘O’) and click on FAVORITES there to see the Actions or Views links there.
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Feb 19, 2021
Currently, contracts for purchases (including meeting space rentals, even $0) can only be processed through Workday Requisitions. (Create Requisition).
If a supplier (rental facility) will accept a credit card, we cannot use our department PCards, but we can submit a “PCard Service Center Use Only” Requisition Type to have the Service Center pay with their credit card.
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Feb 18, 2021
To make a CHANGE to a Workday entry, you need to be in the EDIT screen. Find your entry by searching for "My Expense Reports" or type of entry you created- you will see that you are in the VIEW screen -and in the red bar look for ACTIONS and click the 3 dots... after it- and choose CHANGE.
You should now see that you are in the EDIT screen and should have access to make the changes, even after it has been approved.
