- Workday Job Aids
Travel:
- Overnight Travel
- Travel - Blanket In-State Mileage/Ground Transportation
Note: *Travelers will not be reimbursed for mileage when commuting to and from their residence and headquarters. If the traveler is required to report to a location(s) other than their headquarters during a normal work schedule, the traveler will only be reimbursed for the total distance from their residence to the alternate location(s) less the traveler’s normal commute.- Creating a Spend Authorization and Expense Report in Workday for Blanket Travel
Click Here for Video
*Please note that "Personal Mileage" is now "Mileage (Federal Rate)" in the Expense Item field. Reference the job aid above for more details.
- Creating a Spend Authorization and Expense Report in Workday for Blanket Travel
- Booking Airfare for Yourself in Concur
Travel Comparison Worksheet
Complete the Travel Comparison Worksheet prior to travel and attach to the Spend Authorization in the following situations:
- Drive vs. Fly
- Mileage vs. Rental Vehicle
When traveling out of state, for business and you want to get reimbursed for mileage, be sure to get a rental car. Rental car preferred over personal milage for longer trips.
- Personal Travel in Conjunction with Business Travel
Reports:
Other:
- New! Guidance on Buying Apparel for Programing and Employees
- FISCAL GUIDANCE
- Resource Guide - IRS Reporting Non-Cash Items
- PCard Monitoring and Compliance
- PCard Office Process Flow Chart
- Magnetic Springs Water Delivery – Workday Requisition for Blanket Purchase Order
- Local Checking Account Reimbursement - (Create Miscellaneous Payee/Payment)
- Ordering Supplies Through UniPrint - Paying in Workday
- External Committee Member (ECM) Non-Employee Reimbursement
- Ordering office supplies through Staples
- View Supplier Invoice
- Change My Work Space / Delivery Address Update
- BCI Background Check Reimbursements
- Ordering Extension PUBS
Tools:
- Docusign - use to obtain signatures electronically
- Translator Tool use to look up Worktags to replace account#s, fund#s, org#s, etc.
- Review/Entry Fillable Form - In-office review before purchase, aid for entering into Workday
- Program Values- for old list- put in Translator Tool to get Program FDM Values for Workday
- Program FDM Values - in Workday- this list is an ever-changing list so may not be complete
- Spend Categories - in Workday
- CFAES Workday Revenue Category Translation - Short List
- CFAES Workday Expense Category Translation - Short List
- Extension Cost Center Excel List
OPERS form - use with Vendor Setup Form for Individuals /Sole Proprietors
NelNet:
IT Transformation: