Forums & Other Virtual Sessions
In addition to taking your on-demand courses and exploring the Learning Hubs, there are other opportunities to learn more about Workday.
These include Grants Forums, Workday Financial Reporting Forums, and the Time Entry in Workday Forum for Timekeepers.
Grants Forums
We held live Webinars for the Grants Forums on September 17, 2024 and September 24, 2024. These sessions included key Grants information for Grants Managers and Principal Investigators, an overview of the Dashboard for Principal Investigators and Grant Managers, as well as a question and answer session.
You can watch the full webinar sessions by clicking the links below, or you can explore the resources on this page to get a brief overview of what was covered. Remember to complete the Grants for Departments self-paced computer-based training course and check out the Grants Learning Hub.
| Session | Date | Description | Session Materials |
|---|---|---|---|
| Grants Forum for Grant Managers | September 17 | This 60-minute virtual Workday session for Grant Managers provides an overview of Sponsored Award financial and programmatic management, the award setup process, and subcontract financial management with basis limit functionality. You will also learn more about grants management in Workday, highlighting:
Additionally, this session covers reports with real-time data, including the Budget to Actuals and the Dashboard for Principal Investigators and Grant Managers. |
|
| Grants Forum for Principal Investigators | September 24 | This 45-minute virtual Workday session for Principal Investigators will provide an overview of Sponsored Award financial and programmatic management. We will highlight award-related notifications, subcontract financial management, effort certification, and reports with real-time data, including the Budget to Actuals and the Dashboard for Principal Investigators and Grant Managers. |
|
Workday Financial Reporting Forum
These one-hour Zoom sessions hosted by UMD’s Finance Division were held in September to help users understand Workday data, leverage Workday analytics, and navigate Workday financial reporting data.
Session Materials
Time Entry in Workday Forum for Timekeepers
In this one-hour webinar timekeepers will gain a deeper understanding of time entry in Workday, correcting employee’s time, working with meal breaks and premium time codes, and approving time.
To prepare for this session, take the Time Tracking and Absence Management for Departments on-demand computer-based training course and check out the Time and Absence Learning Hub. We also recommend you review the Time Tracking in Workday video series coming in early October.
| Date | Registration Link |
| Monday, October 14th |
|
Forum Q&A
Yes! Sessions will be recorded and shared with audiences and shared on this page.
Forum Invitations were emailed to users who hold the Principal Investigator or Grant Manager security roles in Workday. Anyone who is currently listed as a PI in Kuali Research (KR) holds the Principal Investigator security role in Workday. Anyone who is currently listed as a fiscal officer of a grant in KFS holds the Grant Manager security role in Workday. If you are currently not identified as a fiscal officer in KFS, but will need the Grant (or USource, Project, or Gift) Manager security role in Workday, please update this information in KFS, as driver worktag manager roles will be converted directly from KFS at Go Live.
Learn more about security roles using the Security Learning Hub.
Please email elevate@umd.edu so that we can address your questions.