Workday Demos

GBAS Workday Demos

The GBAS PowerUp! sessions are available and targeted to the Gator Business Administrator Services community. If you’d like to become a member of GBAS, please access our listserv here. We will post the session recordings weekly. Registration for all sessions closes at 5 p.m. on the Friday before the event. 

  • November 6, 2025
    • This session, recorded at the Fall 2025 GBAS Institute, provides a general introduction to the Workday platform.
    • Session recording
  • March 11 – Driver Worktags: How will I enter Worktags in Workday?
    • This session focuses on how departments will enter data into Workday. We will discuss the concept of “Driver Worktags” and how they assist end users in entering transactions. As we continue the journey from Peoplesoft to Workday, this session will help explain data entry strategies and inform decisions on future mappings.
    • Session recording
  • March 18 – Purchasing at UF – Part 1: Catalog and Non-Catalog Requisitions & Invoices
    • This session focuses on how departments will request goods and services in the future state. We will walk through when to use catalog vs. non-catalog requisitions, how purchase orders and invoices are generated and processed, and what departments should expect after submitting a request. The emphasis will be on roles, responsibilities, and what actions departments will take rather than system navigation.
    • Session recording
  • March 25 – From Job Code to Job Profile: What’s Changing and Why
    • This session will provide an overview of the key differences between the current-state Job Code information and the future-state Job Profile architecture. Participants will gain an understanding of expanded job summaries and descriptions, compensation details, and job classifications. The session will also cover how Job Profiles align to Job Families and Job Family Groups, and how they integrate into position descriptions within the system. By the end of the session, participants will have a clear understanding of how the future-state Job Profile model supports consistency, transparency, and effective position management.
    • Session recording
  • April 1 – Traveling at UF: Travel & Expense Reimbursements
    • This session explains how travel approvals and reimbursements will work in the future state. We will discuss spend authorizations, expense reports, supporting documentation, and traveler and delegate relationship and responsibilities, as well as what differs from current processes.
    • Session recording
  • April 8 – Building the Requisition: From Draft to Live
    • This session will walk through the full job requisition process in Workday—from creating a draft, the steps to getting it approved as well as the final posting. We’ll cover how to set up a clear, accurate job requisition, navigate required fields, move through approvals, and handle common roadblocks along the way. Designed for hiring managers and HR partners involved in the recruiting process, this session focuses on practical tips and a real example to help you move job requisitions forward quickly and confidently.
    • Session recording
  • April 15 – Purchasing at UF – Part 2: Supplier Invoice Requests & Commodity Card Reconciliation 
    • This session covers transactions that do not begin with a requisition. We will review when to use a Supplier Invoice Request, how departments will submit and support payments, and how commodity card transactions will be reviewed and reconciled in Workday. The goal is to clarify appropriate use, required documentation, and departmental accountability.
    • Session recording
  • April 22 – Building the Academic Appointment 
    • Participants will learn when an academic appointment is required, the key fields that must be completed, and how to ensure job profiles and academic units are aligned correctly. The session will also cover common errors, approval routing, and tips to prevent delays. By the end, attendees will understand the basic steps needed to successfully initiate and submit an academic appointment in Workday. This session is designed for staff who provide administrative and HR support for faculty, post docs, and graduate students within their respective units.
    • Session recording
  • April 29 – Hierarchies in Workday
    • One of the true powers of Workday are the Hierarchy features. This session will dive into an example set of Hierarchies. We will explore what is a Hierarchy in Workday as well as the mechanics of how to report on a Hierarchy. Additionally, we will show an example of a Hierarchy reorganization and how that impacts transactions from a historical perspective.
    • Session recording
  • May 6 – End-to-End Time Tracking: Time Entry to Manager Approval
    • This session will demo a walkthrough of basic time entry for a non-exempt worker, including check-in and check-out functionality and manual micro edit time and absence entry through the time entry process. Participants will see how time worked and time off are entered, reviewed and submitted within the system. We will demo one way to approve the time, through the Time and Scheduling Hub for managers
    • Session recording
  • May 13 – Faculty Experience
    • This session focuses on how information in Workday will be presented to faculty in a clear, accessible way. Participants will gain a better understanding of the faculty experience and how the system supports faculty with relevant information and improved visibility.
    • Session recording
  • May 20 – Requisition Submission & Assignment: From Cart Reassignment to Workday Routing 
    • This session focuses on how requisitions are assigned and submitted across catalog and non-catalog purchasing, including cart reassignment in Jaggaer and routing in Workday.
    • Session recording
  • May 27 – Purchasing with Grants – Requisitions
    • This session focuses on how the Grants Worktag interacts with Spend business processes, specifically within requisitions. It will demonstrate how grant setup influences transaction behavior, including routing, approvals and compliance requirements. Attendees will gain an understanding of how purchasing on a grant may differ from non-grant transactions, and what to expect when initiating and processing requisitions tied to grant funding.
    • Session recording
  • June 3 – New Hire Benefits Enrollment & Change Benefits Process 
    • This session will walk through the process of a new hire benefits enrollment from the perspective of the employee and also the perspective of the campus Benefits Partner. Additionally, we will show how an employee or campus Benefits Partner can submit a benefits life event and the approval process that goes along with that task.
    • Session recording
  • June 10 – Navigating Time Off in Workday: Request to Approval 
    • This session will walk through the process of submitting a time off request in Workday’s Absence Management system, including how workers (mostly exempt), select absence types, view balances and enter time off request dates. Participants will also see how requests route through the approval workflow and how managers review, approve, deny, or send back requests for correction. In the process, participants will also get to see the Absence Calendar and view the Team Absence Calendar. We will touch on how the leave of absence request process is the same as the time off request process without walking through the whole thing as well.
    • Session recording
  • June 17 – Part 1: Hiring New Workers & Onboarding Setup 
    • This session will cover the transition from Recruitment into Ready For Hire, Hire Approval and Onboarding Setup
    • Session recording
  • June 24 – Part 2: Onboarding for a New Hire 
    • This session will cover the tasks required for new worker onboarding and monitoring onboarding progress for new workers
    • Session recording
  • July 8 – Administering Named Professorships
    • This webinar demonstrates how a named professorship gift is created and tied to a purpose code that drives notifications and setup to the Professorship Administrator who manages the academic side after the named gift is established. It also walks through how the Academic Faculty Partner identifies new gifts via reporting and initiates named professorship academic appointments.
    • Session recording
  • July 15 – Recruiting & Candidate Management
    • Explore how Workday helps you to review applicants, advance candidates through the hiring process and make offers. This demo will highlight key recruiting and candidate management functionality designed to improve efficiency, enhance the candidate experience and support consistent hiring practices across the university.
    • Session recording
  • July 22 – What’s New With Graduate Assistants
    • See how Graduate Assistant appointments and reappointments are generated, delivered and electronically acknowledged in Workday Academics, creating a more streamlined and transparent experience for both initial appointments and renewals. Discover how Graduate Assistants can easily manage time off in Workday with self-service requests, easy corrections, tracking approvals and viewing absences through personal and team absence calendars.
  • July 29 – Received! Driving Payments Through Workday Receiving
    • Learn how receiving supports the procure-to-pay process and why departmental participation is critical in the future state. This session will demonstrate how and when to create receipts in Workday and discuss the role receiving plays in invoice processing.
  • August 5 – Ready For Takeoff: Creating Travel Spend Authorizations in Workday
    • Begin the travel lifecycle by creating Spend Authorizations in Workday for both domestic and international travel. This session will demonstrate how travel is planned, submitted and approved prior to booking and reimbursement activities.
  • August 12 – Wrapping Up The Trip: Expense Reports & Card Reconciliation
    • Follow the next step in the travel lifecycle by creating Expense Reports and reconciling travel-related expenses in Workday. This session will demonstrate how approved travel is translated into reimbursable expenses and highlight key steps in the expense reporting process.
  • August 19 – Job Changes in Workday: FTE, Location, Supervisor Changes
    • This session is for will guide HR users through various “Change Job” business process workflows related to changing aspects of a worker’s record in Workday. This course should be attended by HR system users who will be involved with initiation, review and/or approval of change job transactions.
  • August 26 – From Request to Ready: Supplier Onboarding in Workday
    • See how departments, suppliers and the Core Office work together to onboard new suppliers in Workday. This session will provide a practical walkthrough of the supplier onboarding experience and highlight key roles and responsibilities throughout the process.

 

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