This page brings together resources that we believe are most relevant to faculty. Links within this page typically will take you to a relevant training guide, video or self-paced training offering.
How do I log in to Workday?
Use this link, enter your Clemson University credentials, and use Duo to authenticate (link to guide).
What are some of the first things I should do in Workday?
Check out the Workday Quick Start Guide. It’s a great place to start!
What do I do if I need help or have another question not answered here or in other training resources?
With the move to Workday, Clemson also moved to using ServiceNow to provide quick responses to individual questions. See this guide, Submit a Case in ServiceNow, for step-by-step instructions.
Where can I find guides to perform common tasks?
We have a complete training library that can be found here. But we’ve also curated and have listed below direct links to guides we believe will be most helpful to faculty:
- Approving Tasks
- Guide: Approving Tasks in Workday
- Expense Reports
- Guide: Create an Expense Report
- Video: Expense Reports (travel and non-travel)
- Self-Paced Training Course: Managing Expenses
- Fast Facts: Expense and Travel Fast Facts
- Guide: Review and Approve Expense Reports
- Grants
- Guide: Workday for Principal Investigators
- Self-Paced Training Course: Workday Finance: Managing Grants and Award for PI’s
- Hiring Students
- Guide: Hire Student Employees
- Video: Hire Students in Workday
- Guide: Manage Onboarding for New Hires
- Guide: Onboarding Status Report for Managers
- Guide: Manage Onboarding for New Hires
- Mobile App
- Procurement
- Guide: Create a Requisition
- Video: Purchasing in Workday
- Guide: Create a Receipt
- Fast Facts: Procurement Fast Facts
- P-Cards
- Guide: Verify P-Card Transactions
- Guide: P-Card Transaction Report
- Fast Facts: Procurement Card (P-Card) Fast Facts
- Reports
- Guide: Navigate a Report in Workday
- Video: Reporting in Workday
- Fast Facts: Reporting Fast Facts
- Report Inventory Search Tool
- Spend Authorization (Travel Request)
- Guide: Create a Spend Authorization (Travel Request)
- Video: Expense Reports (travel and non-travel) – includes information Spend Authorizations (Travel Requests)
- Fast Facts: Expense and Travel Fast Facts
- Time Tracking
- Time Off and Leave of Absence
- Guide: Manage and Approve Time Off
- Fast Facts: Time Off and Leave of Absence Fast Facts
What are worktags and how do I know which ones to use for financial and HR transactions?
The Foundation Data Model (FDM) replaces Clemson’s Chart of Accounts (CoA) and serves as the foundation for all transaction processing and reporting in Workday. The FDM is made up of worktags – keywords assigned to each transaction to identify and categorize it for budgeting, reporting and accounting. This creates a classification that allows information to be easily found, filtered, analyzed and summarized. Many worktags auto-populate in Workday, reducing errors and time in daily tasks.
Check with your finance point of contact he/she will be able to help you determine which worktags to use.
Some resources related to the Foundation Data Model (FDM)
Can I delegate tasks to others?
A faculty or staff member may establish a delegate for up to 180 days, at which point, the delegation assignment must be renewed in Workday. Delegation allows individuals to authorize another employee to assist with tasks in one of two ways:
- Start on My Behalf – This delegation option allows an individual to have a delegate initiate a task on their behalf (e.g., creating an expense report). A delegate can either save the task for the user’s final review or submit the task for approval.
- Do My Tasks on My Behalf – This delegation option allows a delegate to approve tasks on an individual’s behalf (e.g., approving timecards). This option helps ensure important processes or workflows continue when you are temporarily out of the office or otherwise unavailable. If you choose to delegate this way, you will see a checkbox labeled “Retain access to delegated tasks within My Tasks.” Individuals are encouraged to keep this box checked, as unselecting it will remove their ability to do tasks on their own.
Faculty and staff should adhere to these best practices when utilizing Workday’s delegation features.
- Use delegation to ensure work continues. Limiting delegations to only necessary tasks helps prevent confusion and avoids overloading colleagues.
- When establishing a delegation, confirm with that colleague that they understand the responsibility you have asked them to perform and that they are willing to manage that responsibility.
- Delegating tasks should be done with thoughtful consideration and care. Delegating a task does not remove an individual’s accountability for the action and data involved.
- Each college may have additional expectations related to Delegation in Workday, please contact your college leadership for more information.
Resources related to delegation:
- Guide: Delegating Approvals
- Guide: Delegate Expense Reports
- Guide: Delegate Spend Authorizations (Travel Requests)
- Guide: Delegate P-Card Verification
- Guide: Delegate Timecard Approval
Step-by-step instructions for most tasks in Workday are available in the Workday Training Library. If you have a question that is not answered here or via a training guide or self-paced training submit a ServiceNow case.
