1. Make a Favorite in Workday

    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.

  2. To Get A Contract Signed

    Feb 19, 2021

    Currently, contracts for purchases (including meeting space rentals, even $0) can only be processed through Workday Requisitions. (Create Requisition).

    Obtain a vendor setup form to be attached to the Create Requisition entry, as a PO# will be needed and added to the invoice to be sent to  for payment (Net 60 for EFT, Net 90 for check payments).

    $0 contracts can be submitted on a $0 requisition, no vendor setup form needed.

  3. To EDIT a Workday Entry

    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.

  4. How to Cancel a Miscellaneous Payment

    Feb 12, 2021

    Open the Miscellaneous Payment from INBOX, click on the ... 3 dots to the right of the magnifying glass- this should take you to Revise Miscellaneous Payment, again click on the ... 3 dots to the right of the  magnifying glass- then you should now see Actions, click in Actions and then Miscellaneous Payment> Cancel, Confirm Cancel window opens, Click on OK.

  5. Create Miscellaneous Payment- Background Check Refunds

    Feb 12, 2021

    4-H Background Check Refunds done with a “Create Misc Payment”

  6. Change Order for Purchase Orders

    Feb 12, 2021

    Change Order for PO:

    Create Requisition – open a second window with Workday to find existing PO so the FDM #s can be duplicated exactly in this new request to ADD money to an existing PO.

    Will look as if ordering something NEW- be sure to put in ALL MEMO fields even though not marked as required, these act as the Business purpose (copy to Word so you can just paste each time!).

  7. Invoice Submission Requirements

    Jan 26, 2021

    All invoices should be sent directly by our vendors to in their original electronic (PDF) format. If AP is unable to receive the original electronic document, AP must have a "clean" copy that has been scanned at a resolution of 300 dpi and must be free of handwritten information. Appreciate any help from our departments by requesting invoices be sent directly to

  8. Contact Marketplace Team with Supplier Catalog Questions

    Jan 25, 2021

    If you experience issues with round-trip (punch-out) functionality or cannot find a supplier catalog or item, please do not contact the supplier directly. Your help contact is based on your funding unit. For UNIV funding units, contact the Marketplace Team=  [NEWSLINK 1.25.2021]
  9. Confirm "Deliver To" Location Shows Floor and Room#

    Jan 25, 2021

    When placing orders or entering requests, the system now requires the 'deliver to' address to show the floor and room# - the easiest way to make these changes is to X out what is there, and type in county name or office name and hit enter and it should bring up a couple of choices, be sure to select the one with the Room and Floor #s...

  10. AP - Accounts Payable

    Jan 21, 2021

    PO invoices can continue to be emailed to Existing PeopleSoft PO numbers are still valid for open POs/invoices. There will be a new PO number format in Workday with your new POs. Suppliers should be notified at time of PO dispatch that invoices will need to be sent to AP.