Training for Central Office
As a Central Office user, please take your recommended on-demand computer-based training courses. You may also be encouraged to listen to recordings from previously-held training courses. Please ask your business owner for the the session enrollment link(s).
Human Capital Management (HCM) Courses
The courses listed below are Human Capital Management (HCM) courses geared toward Central Office users.
| Course Name | Course Description | Recommended Roles | Optional Roles |
|---|---|---|---|
| Job Requisitions for Central | This course helps you understand the next steps in managing and posting job requisitions within Workday. You will learn how to manage postings, complete central administrative functions, establish search committees (UMCP only), and process other related actions. | Central Recruiting Partner | Central Compensation Partner |
| Absence Management for Central | This course helps you manage absences, including time off and leave of absences (LOA) in Workday. You will learn how to enter LOA on behalf of an employee, approve LOA and LOA return requests, and view key absence-related reports. | Central Absence Partner, FML Analyst | N/A |
| Manage Learning | This course has two parts. The first segment (approx. 4 hrs) teaches Learning Coordinators how to create digital and blended courses, as well as manage enrollments in Workday Learning. The second part (approx. 2 hrs) teaches Learning Coordinators and Learning Instructors how to schedule course offerings and manage grading and attendance. | Learning Administrator, Learning Coordinator, Learning Instructor | N/A |
| Non-Disciplinary & Disciplinary Action | This course helps you issue non-disciplinary actions in Workday. This includes initiating and reviewing Counseling, Letter of Expectations, and Performance Improvement Plans. This course also helps you issue disciplinary actions in Workday. This includes initiating and reviewing Oral Reminders, Written Reprimands, Suspension, and Separation templates. | Staff Relations Partner, Central Staff Relations Partner | N/A |
Finance Courses
The courses listed below are Finance courses geared toward Central Office users.
| Course Name | Course Description | Recommended Roles | Optional Roles |
|---|---|---|---|
| Supplier Onboarding | This course helps you understand the process of onboarding suppliers in Workday. You will learn how supplier accounts are created, how to review prospective supplier requests and supplier requests, how elements of the supplier record default on transactions, and how to capture Conflict of Interest information during the process. You will also learn how to run and view helpful reports related to onboarding suppliers. | Accounts Payable Data Entry Specialist, Accounts Payable Manager, Dining Services Accounts Payable Data Entry Specialist, Dining Services Accounts Payable Manager, FM Accounts Payable Data Entry Specialist, FM Accounts Payable Manager, Library Accounts Payable Data Entry Specialist, Subrecipient Administrator, Supplier Administrator, Supplier Administrator - Procurement, Supplier Conflict Administrator UMCP, Supplier Administrator UMES, Systems Control, UMES Supplier Administrator | N/A |
| Supplier Maintenance | This course helps you understand the process of maintaining supplier information in Workday. You will learn how to edit and make changes to supplier accounts, navigate the supplier reporting functions, and run reports. | Accounts Payable Data Entry Specialist, Accounts Payable Manager, Dining Services Accounts Payable Data Entry Specialist, Dining Services Accounts Payable Manager, FM Accounts Payable Data Entry Specialist, FM Accounts Payable Manager, Library Accounts Payable Data Entry Specialist, Subrecipient Administrator, Supplier Administrator, Supplier Administrator - Procurement, Supplier Conflict Administrator UMCP, Supplier Conflict Administrator UMES, Systems Control, UMES Supplier Administrator | N/A |
| Procurement for Buyers | This course helps you understand and manage the overall procurement process in Workday, from sourcing to issuing the purchase order. You will learn how to create a change order, review and issue a purchase order, and more. | Buyer | N/A |
| Supplier Contracts | This course helps you manage supplier contracts in Workday. You will learn how to create, edit, amend, and close single-line and multi-line contracts. | Buyer | N/A |
| Supplier Invoicing & Other AP Payments | This course helps you understand the various AP transaction types in Workday, and the process for creating, editing, and reviewing ad hoc payments, supplier invoices, and invoice adjustments for both procurement-related and non-procurement related invoices. | Accounts Payable Data Entry Specialist, Accounts Payable Manager, Dining Services Accounts Payable Data Entry Specialist, Dining Services Accounts Payable Manager, FM Accounts Payable Data Entry Specialist, FM Accounts Payable Manager, Library Accounts Payable Data Entry Specialist, Supplier Invoice Intake Specialist | Systems Control |
| Business Assets for Central | This course helps you understand how to manage university purchased, federally owned, and donated business assets. You will learn how to register, issue, edit, dispose, and reinstate an asset, and assign accounting and depreciation information to an asset. | Business Asset Accountant, Business Asset Tracking Specialist | N/A |
| Customer Payments & Collections | This course helps you understand customer payments and collections in Workday. You will learn how to record and apply payments, record customer overpayments, process refunds, write off bad debt, and create deposits. | Accounts Receivable Specialist, Accounts Receivable Operations Lead, Systems Control | Accounts Receivable Configurator |
| Accounting Journals for Central | This course provides an in-depth look at accounting journals, only available to central users. You will learn how to create journals, reverse journals, and review journal errors using advanced accounting functionality, book codes, ledgers, and journal sources unavailable to departmental users. | Accountant, Accounting Manager, Business Asset Accountant, Gift Accountant, Grant Accountant, Payroll Accountant, Plant Accountant, SPAC Accountant | N/A |
| Projects in Workday | This course helps you understand key terminology, concepts, and the overall process flow of creating and managing projects and project finances in Workday. Two sessions will be held (one for construction projects, one for fabricated projects) to help users learn to create projects, create and amend project budgets, create funding sources and funding source rules, and process funding sources. | Project Creator, Business Asset Accountant, Plant Accountant | FM Accounts Payable Data Entry Specialist, FM Accounts Payable Manager, USM Debt Accountant |
| Subaward Setup | This course helps you understand subaward setup in Workday. You will learn how to create subrecipients, maintain subawards, and amend supplier contracts. | Subaward Specialist | N/A |
| Award Setup (excluding Subawards) | This course helps you understand award setup in Workday, excluding subawards. You will learn how to review an award, create a billing schedule, create an award budget, and correct an award. | Award Contract Specialist | N/A |
| Sponsored Billing | This course helps you understand sponsored billing in Workday. You will learn how to report on ready-to-bill expenditures, manage billable transactions, create sponsor invoices, and record letter of credit draws. | Award Billing Specialist, Grant Accountant | N/A |
| Receivables | This course helps you understand receivables in Workday. You will learn how to manage payments in Workday and award credit balances via returns, refunds, and invoice adjustments. | Accounts Receivable Specialist (Sponsored) | N/A |
| Effort Certification for Central | This course helps you understand effort certification in Workday. You will learn how to run and recertify effort certifications. | Effort Certification Manager | N/A |
| Working Fund Reconciliation | This course helps you understand working fund reconciliation and related processing in Workday. You will learn how to reconcile bank statements in Workday, find the information needed for year-end reconciliation with the state, create ad hoc bank transactions and expense departments. As part of reconciliation, we will cover various actions, including escheatment and hold payment, that are done after a transaction has been completed or paid. | Cash Manager, Cash Manager - UMCES AL Working Fund, Cash Manager - UMCES CA Working Fund, Cash Manager - UMCP ICA Working Fund, Cash Manager - UMCP Working Fund, Bank Reconciliation Specialist | Cash Analyst |
| Payment Processing (Settlement) | This course helps you understand how to process various types of payments in Workday. You will learn how to create ad hoc payments as well as approve and process requests for working funds. | Cash Manager, Cash Manager - UMCES AL Working Fund, Cash Manager - UMCES CBL Working Fund, Cash Manager - UMCES HPL Working Fund, Cash Manager - UMCES CA Working Fund, Cash Manager - UMCP ICA Working Fund, Cash Manager - UMCP Working Fund, Settlement Specialist | Cash Analyst |