Before You Begin
- Ensure you have a valid UofL user account and login credentials.
- Some training modules may require specific security roles or permissions.
- Review available training resources if you are new to Workday Financials.
Objective or Task
Learn how to locate and use Workday Financials training resources, including videos, quick reference guides and checklists for common financial tasks.
Instructions
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Access the Training Portal
Go to the Workday Financials Training Resources page.
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Log in to Blackboard for Training
Click the Blackboard link on the training resources page.
Log in and select Organizations in the left menu.
Scroll to search for Workday Finance.
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Begin with the Workday Finance Toolkit
Open the Workday Finance Toolkit for foundational training and resources.
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Access the Calendar for Virtual Training Sessions
In the menu, click Calendar to view and register for upcoming virtual training sessions.
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Browse Available Topics
Review categories such as:
- Purchasing and requisitions
- Expense reports
- Budget management
- Supplier management
- Financial reporting
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Open Training Materials
Click on a topic to view available resources.
a. Some items link to interactive modules or toolkits.
b. Others provide downloadable PDFs or step-by-step guides.
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Search for Specific Tasks
Use the search bar to find instructions for tasks like submitting an expense report, creating a requisition, or running a financial report.
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Download Reference Guides
Save or print quick reference guides for future use.
Outcome
After completing these steps, you will be able to access and use Workday Financials training materials to complete financial tasks confidently and accurately.
Further Readings
Need Additional Help
• Contact the ITS HelpDesk: Call 502-852-7997 during business hours:
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o Saturday: 7:00am – 5:00pm
o Sunday: 10:00am – 10:00pm
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o Closed on Thanksgiving, the day after Thanksgiving, and Christmas.
o If you have an emergency during off hours, call the HelpDesk to be transferred to an on-call technician, or leave your request on voicemail. Your call will be returned the next day starting at 7am unless you specify a time.
• Live Chat: Chat with the ITS HelpDesk at https://apps.louisville.edu/it/livechat/phplive.php during business hours.
• Submit a Ticket: Use the self-service portal at http://service.louisville.edu to log requests or check the status of existing tickets.
• In-Person Support: Visit the iTechConnect 1:1 help located on the lower level of the Miller Information Technology Center, Belknap Campus, during business hours.