Workday Job Aids
- Travel - Blanket In-State Mileage
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Creating a Spend Authorization and Expense Report in Workday for Blanket Travel
Click Here for Video
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- Delivery Address Update
- BCI Background Check Reimbursements
- 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
Translator Tool image to show what can be looked up for new values
Old lists of account numbers from Chartfields, to use Translator Tool to get new Worktags
Standard Expense Account Numbers
Standard Revenue Account Numbers
IT Transformation:
- OCIO IT Purchases - common IT-related items listed per who can order as of March 2021
Finance Update: Dec 2020 EAC
Legacy Resources: (not for current system needs)
Critical Procurement Guidelines (updated 4/3/20)
IE Setup Guide: for Use With: eRequest, eStores, eTravel
Travel:
- Travel Job Aid
- Travel Reimbursement Tips
- Columbus Hotel Reservations Through eStores
- Travel Approver Job Aid
- Blanket T# Decision Tree
- Tax Exemption - Out of State
- Hotel/Motel Tax - Sales Tax Exemption form
- Per Diem Rates
eRequest:
eReports
Financial:
- CFAES Electronic Exception Form/DocuSign
- Expense/Revenue and Fund Transfers
- How to Print a Purchase Order from PeopleSoft
- How to Request a Change Order on a Purchase Order
- Magnetic Springs Water Company: Creating TERM Purchase Orders
- Skilled Trades Service Agreement Request
- Submitting Purchase Order Invoices for Payment
- Tracking Release Time via eReports
- Vendor Maintenance and Setup Form
- Vendor Payment Status
- Voucher Approval
NelNet:
Checking Accounts:
Resources:
- Checking and PCard Restrictions
- Non-Capital Equipment Log FAQs
- Finding Contacts for Our Supplier Companies in eStores
Presentations:
HOW TO SPEND YOUR FUNDS-an Overview of Gift Spending February 12, 2020