Divisional Subject Matter Experts (SMEs)
The ATP team has built a hypercare structure that includes divisional subject matter experts. For questions and assistance with Workday business processes, please reach out to one of the individuals below (each of whom is part of a campus-wide Finance Facilitation team, where they can escalate issues as appropriate).
- Internal Service Delivery & External Customers (internal/external billing)
Gabija Sinickaite & Sandy Peterson - Expenses (reimbursement & purchasing card)
Jay Beiser & Sandy Peterson - Financial & Payroll Accounting (cost transfers)
Tissa Jojo Thottan & Sandy Peterson - Supplier Invoices (DPs/PIRs) & Supplier Management
Jenny Nelson & Sandy Peterson - Requisitions & Change Orders
Dave Stange & Sandy Peterson - Data & Reporting
Ann Bourque & Cheryl Gabel - Gifts
Cheryl Gabel & Deb Juneau
Helpful Links
CALS Virtual Workday Support Drop-In Sessions
Expenses (reimbursement & P-card reconciliation):
Workday for Finance FAQs
|
- Sign into Workday, and type “create expense report” into the search bar at the top of the page, or click on “Menu” and then the “Expenses Hub” app and then “Create Expense Report.”
- Scroll down to the bottom of the “Create Expense Report” page, and you’ll see any P-card transactions that are awaiting reconciliation.
- Check the box of the transactions you wish to reconcile. It is recommended that you select transactions based on funding (for example, if you have six transactions and you want three of them to go on one funding source and three on another, you should complete two expense reports – one for each funding source).
- The rest of the reconciliation process is exactly the same as creating an expense report – view those instructions in the UW Workday job aid website.
- Sign into Workday, and type “create expense report” into the search bar at the top of the page, or click on “Menu” and then the “Expenses Hub” app and then “Create Expense Report.”
- Follow these instructions to complete your expense report.
- Sign into Workday, and click on “Menu” and then the “Procurement & AP UW” app.
- Click on “Request Catalog Items & Access ShopUW+” in the “Connect to ShopUW+” tile.
You can use the SFS to Workday crosswalk.
Please fill out this form, which will route to the division, campus, and WEST team for review/approval.
Please fill out this form, which will route to the division, campus, and WEST team for review/approval.