Day 1 Workday Checklist for Costing and Budget Managers

Tags workday

Quick Reference Guide

Objective or Task

Complete required Day 1 tasks to validate costing, budget, and supervisory organization data in Workday.

Instructions

Log In to Workday

  1. Log in to Workday using your UofL single sign‑on credentials.

Review Employee and Position Data (Budget Managers Only)

  1. Enter RPT032 All Position HR Worker Extract in the Workday search bar.
  2. Open the report.
  3. Review employee and position data returned for positions you can access.
  4. Confirm information is accurate.

Review Position Costing Allocations

  1. Enter RPT045 All Position Costing Allocation in the Workday search bar.
  2. Open the report.
  3. Select workers to review.
  4. Enter an effective date.
  5. Review costing allocation details for each position.

Review Jobs by Supervisory Organization

  1. Enter RPT051 All Jobs by Supervisory Organization in the Workday search bar.
  2. Open the report.
  3. Select the appropriate supervisory organization.
  4. Review job details, FTE, and compensation information.

Review Funding Source Availability (Budget Managers Only)

  1. Enter RPT080 Costing Funding Source Availability in the Workday search bar.
  2. Open the report.
  3. Review organization codes and status.
  4. Review assigned costing managers for each funding source.

Review Supervisory Organization Roles

  1. Enter the name of your Supervisory Organization in the Workday search bar.
  2. Select the supervisory organization from the results.
  3. Open the Roles tab.
  4. Review Assigned roles.
  5. Review Inherited roles.
  6. Confirm the correct individuals have access to initiate and manage actions.

Review Key Reports by Role

  1. Review reports available for Costing Manager and Budget Manager roles.
  2. Identify reports required for your daily responsibilities.
  3. Access additional reports as needed.

Review Available Training Materials

  1. Review training resources available for your Workday role.
  2. Identify required or recommended training for Costing Managers.
  3. Identify required or recommended training for Budget Managers.
  4. Complete training as needed.

Outcome

Your Day 1 checklist for Costing and Budget Managers is complete, and costing allocations, supervisory roles, and financial data in Workday are reviewed and ready for ongoing management.

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