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.”

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

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


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
CCM Training:  

Workday: Accounting Journals

Business Intelligence (BI)

Workday for Approvers Webinar (Coming Soon)

Navigating Workday for DMAS Users Webinar (Coming Soon)

Workday Update: HR Business Processes Webinar

Workday: Payroll Accounting

Related Training:

Workday Foundational Concepts CBL

All available business process courses and practice labs available for Finance roles 


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.

Click here for CCSPM Training
CCSPM Training:  

Workday for Approvers Webinar (Coming Soon)

Related Training:

Workday Foundational Concepts CBL


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).

Click here for Accountant 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.

Click here for Expense Data Entry Specialist 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.

Click here for Procurement Data Entry Specialist Training


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.”

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

Workday Finance Practice Lab: Journals


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


UM 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.

Click here for UM Receiver Training 

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 Webinar (Coming Soon)

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
Program Reviewer Training:  

Navigating Workday for DMAS Users Webinar (Coming Soon)

Workday Finance Reporting Webinar (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 

 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


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