Overview

• July 2024 is Go Live Workday Implementation for Finance and Human Resources
• This main Finance article provides a collection of Workday resources, training materials, and FAQs, organized by topic.

Table of Contents - article sections:

Section links within this article:

• Central Hub for Workday Resources: MinnState Friends of NextGen site
• Financial Management: Hours, Location and Contact
• Sign into Workday
• Accounting
• Accounts Payable
• Budget
• Gift Card and Award Process
• Glossary for Workday Finance
• Grants
• Procurement and Purchasing
• Student Worker
• Travel and Expense Reimbursement
• Workday

Financial Management: Hours, Location, Contact

• Hours
  • In-Person Hours: Monday - Thursday: 8:30 a.m. - 2:00 p.m., 3:00 p.m. - 4:30 p.m.
  • Virtual Hours: Monday - Friday: 8:30 a.m. - 5:00 p.m.
• Location: Founder's Hall, 3rd Floor
• Telephone: 651.793.1878

Minnesota State Connect Site: Central Hub for Workday Resources

• The Minnesota State Connect site is a central resource hub to provide Workday information, job aids, business process documentation, guides, videos, and learning resources to support campus users across Minnesota State.
• Workday Finance Minnesota State Connect - Workday documentation and resources related to Finance

Sign into Workday

• Direct link to Workday: http://www.myworkday.com/minnstate/login-saml2.htmld
• Credentials: StarID@minnstate.edu and StarID password
• You will be prompted to use multifactor authentication (MFA)

Accounting

• WIP

Accounts Payable

• Accounts Payable (Metro KBA)

Budget

• FY25 General Fund Budget Loads (Metro KBA)
• ISRS Cost Center Mapping in Workday (Metro KBA)
• ISRS Object Code to Workday Mapping (Metro KBA)
• Get Started: Workday Budget vs. Actual Workday Reports (Metro KBA)
• Session Schedule - Get Started: Budget vs. Actual Workday Reports (Metro KBA)

Gift Card and Award Process

• Gift Card and Award Process (Metro KBA)

Glossary for Workday Finance

• Workday Finance Glossary
• Glossary sections include: Assets, FDM, Grants, Inventory, Projects, Revenue
• Included are corresponding ISRS terms where applicable

Grants

• Creating Award Billing Schedule and Managing Budget (Demo Video)
• Grants Workday Wednesday 1/04/2023 session

Procurement & Purchasing

• Purchasing Guidelines (Metro KBA)
• Searching for Purchase Orders (Metro State demo video)
• Credit Card (P-Card) Requests in Workday (Job Aid)
  • Outlines process for submitting a Credit Card Request in Workday
• Procurement Cards (Demo Video)
  • P-Card transactions from US Bank will be integrated into Workday
  • Reconcile P-card Transactions (Metro State demo video)
• Requisitions (Demo Video)
• Purchase Requisitions and Orders- Create a requisition, view requisition, and view purchase orders (Job Aid)
• Create a receipt (Metro State demo video)

Student Worker

• Student worker timesheet submission will not be affected by July 2024 Workday implementation and will remain in eTimesheet/ISRS.

Travel and Expense Reimbursement

• Expense Reimbursements (Metro KBA)
• University Reimbursement Protocol (Metro KBA)
• Employee Expense Reimbursement (Job Aid)
  • Walks through the process of spend authorizations and expense reports
• Employee Expense Reports and Spend Authorizations (Demo Video)
  • This process will be electronic

Workday

• Workday FM Refinement In Progress (Metro KBA)