Workday Quick Tips
- For a definitive resource for all things related to the Workday Foundation Data Model (FDM), checkout the FDM Handbook (spreadsheet download). It’s located on the B&F website, under “Type: Forms.”
- Administrative Resource Center (ARC) additions:
- For information regarding a one-time payment that was completed with incorrect costing worktags, read this FAQ item.
- For information regarding petty cash account reconciliation and replenishment, review this job aid.
- 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
- For Health System/OSUWMC funding units, contact 614-293-4357 (HELP)
When approving a Workday transaction (Requisitions, Spend Authorizations, Expense Reports, etc.) make sure you are staying within your Inbox transaction view when adding attachments/updating information. Once you are completed, you will click the Approve button and workflow will proceed to next step. If you go to Edit or Change the transaction and add an Attachment/make edits from there, you will be presented with a Submit button. When clicking Submit, workflow will restart.