Workday Finance Training Role Matrix

To register for Workday’s current instructor-led training (ILT) courses,  webinar  sessions, computer-based learning (CBLs), and curriculum (mixed – ILT and CBL course) visit the   Workday  Finance  Training Catalog   for additional details. 

Workday FDM 101 is a required pre-requisite    for Workday  Finance  training. To launch this CBL, log into ULearn and search using the keywords: “FDM 101.” 

Accountant   |   Cost Center Manager   |   Cost Center Sponsored Program Manager 
Deposit Specialist   |   Employee as Self   |   Expense Data Entry Specialist
Finance Reviewer    |   HR Partner & HRBPI & FBPI   |   ISP Analyst   |   ISP Manager   
Manager    |   Procurement Data Entry Specialist   |   Program Manager   
Program Reviewer   |   Receiver   |   
Senior Business Manager 
   

Accountant   

This role can   initiate  accounting journals for assigned Cost Center(s) or Cost Center Hierarchy. This role assumes the person assigned understands fundamental accounting concepts (i.e. debits, credits) and the Workday Financial Data Model (FDM).

To learn more information specific to this role, click here.
Click here for Accountant Training

 
Cost Center Manager (CCM)   

This role can   initiate  and   approve  certain Workday HR business processes for workers in their Cost Center(s) or Cost Center Hierarchy, including assigning costing allocation, changing organization assignment, creating  payroll accounting  adjustments, processing period activity pay and requesting a one-time payment. This role will also receive notification of compensation and other information for workers in their Cost Center(s).    

A CCM will have approval rights on all non-grant related financial transactions in Workday. 

Click here for CCM Training

 
Cost Center Sponsored Program Manager (CCSPM)   

This role can   approve  several Workday  Finance  business processes for assigned Cost Centers including grant-related purchase requisitions, expense reports, spend authorizations, PCard transaction submissions, supplier contracts, Internal Service Delivery, some Sponsor Invoices, and accounting journals.

To learn more information specific to this role, click here.
Click here for CCSPM Training
CCSPM Training:  

Workday for Approvers  CBL

Related Training:

Workday Foundational Concepts CBL


Deposit Specialist   

This role   initiates  recording “after the fact” cash deposits or withdrawals that appear on the   Daily Bank Report  sent by the Office of the Treasury. These transactions are formerly known as “cash journals.”

To learn more information specific to this role, click here.
Note:  On the Medical Campus, this role is held in Medical  Finance  only.
Click here for Deposit Specialist Training
Deposit Specialist Training:  

Workday: Ad Hoc Bank Transactions  (Gables/RSMAS only)

Related Training:

Workday Foundational Concepts CBL

 
Employee as Self  

This role is automatically assigned to employees when they are hired and removed when terminated.

This role allows employees to   initiate   a number of transactions on their own behalf, including payment elections, requests for time off, purchase requisitions, spend authorizations, expense reports, and PCard and travel card reconciliations.

Click here for Employee as Self Training

 
Expense Data Entry Specialist   

This role can   initiate  expense reports (formerly eBERFs) on behalf of someone else. This role can also   initiate  a check request (formerly eCheck) to reimburse for expenses related to University activities, including travel to campus.

All employees will have the ability to initiate his/her own expense report.

To learn more information specific to this role, click here.
Click here for Expense Data Entry Specialist Training
Expense Data Entry Specialist Training:  

Workday: Expenses

Workday: Check Requests (Formerly eChecks)

Related Training:

Workday Foundational Concepts CBL

Workday Update: Expenses


Finance Reviewer 

This role views some  HR/Payroll  information related to HR business processes. See previous descriptions:   http://workday-finance.it.miami.edu/resources/roles/index.html

Click here for  Finance  Reviewer Training
Finance  Reviewer Training:   

Business Intelligence  (BI)  (Coming Soon)

Business Intelligence (BI): FDM Update Video (Coming Soon)

Related Training:

Workday Foundational Concepts CBL


HR Partner, HR Business Process Initiator (HRBPI), &  Finance  Business Process Initiator (FBPI)   

These roles initiated some  HR/Payroll  business processes. See previous descriptions:   http://workday-finance.it.miami.edu/resources/roles/index.html

Click here for HR Partner, HRBPI, & FBPI Training 


Internal Service Provider (ISP) Analyst   

This role can create internal catalogs and Internal Service Documents (ISDs) in Workday.

 To Learn more information specific to this role, click here .
Click here ISP Analyst Training 


Internal Service Provider (ISP) Manager   

This role can create and approve internal catalogs and Internal Service Documents (ISDs) in Workday.

To learn more information specific to this role, click here.
Click here ISP Manager Training 


Manager  

These roles initiated some  HR/Payroll  business processes. See previous descriptions:   http://workday-finance.it.miami.edu/resources/roles/index.html

Click here for Manager Training


Procurement Data Entry Specialist   

This role can both   initiate  PCard transaction submissions and purchase requisitions on behalf of other employees in an assigned organization.

This role can also   initiate  a check request (formerly eCheck) to reimburse for expenses related to University activities, including travel to campus.

To learn more information specific to this role, click here.
Click here for Procurement Data Entry Specialist Training
Procurement Data Entry Specialist Training:  

Workday: Procurement

Workday: Check Requests (Formerly eChecks)

Related Training:

Workday Foundational Concepts CBL

Workday Update: Procurement 


Program Manager 

This role   approves  business process related to his/her assigned Program and has access to reports and other information about the Program in Workday.   

Click here for Program Manager Training
Program Manager Training:  

Workday for Approvers  CBL

Related Training:

Workday Foundational Concepts CBL


Program Reviewer 

This role replaces the “Responsible Person” in FRS and is able to   view  financial information about assigned Program(s). This is not an approver role and will not see compensation details unless coupled with the  Finance  Reviewer (FR) role.
Click here for Program Reviewer Training

 
Receiver 

This role   verifies  that certain goods or services have been physically received and are appropriate for use (i.e. they ;are not damaged or defective). This role does not approve payment, but verifies the receipt of already approved goods or services.   

Receiving will be   required  for certain purchases before payment to a;supplier can be made, including consulting agreements, trackable assets/capital equipment, and non-capital equipment and furniture.
To learn more information specific to this role, click here.
Click here for Receiver Training 
UM Receiver Training:  

Workday for Receivers CBL  

Related Training:

Workday Foundational Concepts CBL


Senior Business Manager (SBM)   

This role can approve certain Workday HR business processes (including editing position restrictions, creating positions, and compensation-related processes) as well as certain Workday  Finance  business processes including purchase requisitions greater than or equal to $25,000,   spend authorizations   equal to or greater than $2,500, and non-grant related expense reports greater than or equal to $10,000.

Click here for SBM Training