Summary
This guide explains how to prepare for Workday Finance go-live for grants and outlines the required day one actions. It is intended for faculty, staff, and administrators who manage or support grants. Following these steps helps ensure a smooth transition from PeopleSoft to Workday and supports accurate grant financial management.
Body
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Objective or Task:
Complete required setup and readiness steps for Workday Finance grants go-live.
Before You Begin:
- You have active Workday access
- You completed required Workday training
- You reviewed fiscal year-end deadlines for grants
Instructions:
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Log in to Workday Finance and verify access.
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Confirm you can successfully access your assigned Workday functions.
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Review training materials, job aids, and quick reference guides.
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Complete all required training modules for your role.
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Configure your Workday workspace by setting up favorites and shortcuts.
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Review available Workday resources and announcements for grants.
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Open and review the Foundational Data Model (FDM) workbook.
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Learn updated terminology and data structure used in Workday.
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Review major system changes including: a. Transition from PeopleSoft to Workday Finance
b. Updated grant financial processes
c. New reporting capabilities
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Confirm all required transactions were completed before go-live deadlines.
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Do not enter transactions during the system blackout period.
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Resume grant-related work in Workday after go-live.
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Use Workday to complete grant activities such as: a. Requesting purchases
b. Managing budgets
c. Tracking grant financials
d. Approving expenses
e. Running reports
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Monitor post-go-live deadlines for grant-related journal entries and approvals.
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Identify the correct support channel for any grant-related questions.
Outcome:
You successfully access Workday Finance and complete required day one preparation steps for grants. You understand new processes, can navigate key resources, and are ready to manage grant financial activities in Workday.