Learning Workday – July 2026
Learning a new system can take some time and may feel overwhelming. We recommend learning one step at a time and as each new Workday First occurs. This page offers what is transitioning to Workday this week with links to supporting resources.
Business Services
- Review the job aids on creating an Expense Report for Pcard and reimbursements and a Supplier Invoice Request for payments.
- Attend office hours if you have questions.
- Register for upcoming trainings.
- Take note of upcoming deadlines:
Pcard Reconciliation and Out-of-Pocket (OOP) Reimbursement
- Last day to reconcile Pcards and Out-of-pocket expenses due in Wells Fargo July 6
- Last day to approve purchases in Wells Fargo July 10
- Access to Wells Fargo removed July 11
- New Pcard and OOPs submitted in Workday Now
Vendor (Supplier) Invoices and Standard Engagement Contracts (SECs)
Invoices and SECs must be submitted for payment using Workday. See Support and Training Options below for office hour and training times.
Budget reporting
- Last budget reports emailed from Banner July 20
- Budget reporting out of Workday Available on-demand with real-time data
HR and Payroll
Time Off
- All eligible staff, both non-exempt and exempt, should enter July 3 has Holiday Paid time off.
- Note to eligible CBU and Public Safety staff: Your manager will enter applicable holiday time on your behalf.
- College holidays can be entered in bulk through December 31, 2026.
- On the same Time Off request, navigate through your absence calendar and select all college holidays to enter 2026 Holiday Paid time at once.
Performance Reviews
- We will continue to use the Google Doc forms to complete this year’s cycle. The 2026-2027 cycle will be managed in Workday.
Support and Training Options
- Workday Support Resources
- Workday Request Ticket
- Office Hours
- Invoice and SEC payment requests – July 7 10:00 and 3:00, one hour each
- Pcard and OOPs expense reports – July 14 and 16 at 2:00
- Register for Upcoming Zoom Trainings – Sessions will be recorded and shared following the event
- Recruiting for Hiring Managers – July 9 at 9:00
- Submitting invoices and SECs for payment – July 9 at 1:00
- Pcard Reconciliation and Expense Reports – July 15 at 1:00
- Time Off Entry for employees – July 20 at 1:00
- Recorded Trainings
- Spring Bloom Sessions for Faculty, Chairs, Staff, and Managers/Supervisors
- Workday Firsts
- Posting Student Jobs
- Manager Forms: Job status changes, One-time payments, Staff departures