Training

UBC Finance offers a number of training sessions to equip staff in the administration of their finance functions. A list of courses from basic accounting to accessing UBC’s online systems is offered on a regular basis free of charge.


Finance Training 

Finance Training can be found on demand in Workday through the report, My UBC Workday Training.

This report returns a list of enrollment links for Workday Training courses that are relevant to you. This list is based on your employment criteria (e.g, salaried/hourly/faculty/staff) and current Workday security roles (e.g, Manager, Timekeeper, HR Analyst, etc.)

Additional useful resources may be found below. 

Finance Resources & Community of Practice

Finance Community of Practice is hosted by FoM, Procurement Partner, Anna Grewal and others.  If you are interested in attending the informative and well-attended Workday AP Q&A sessions visit, Finance Community of Practice: Events.  This page includes other upcoming events, as well as, access to past sessions’ presentations and recordings.  

WHAT: Workday AP Q&A

WHEN: Quarterly, Third Thursday 

TIME: 10:30am to 12:00 pm. 

Courses & Descriptions

CoursesDescription
WorkDay Accounting Journals FAQ builds upon May 16 session.
DATE: Tues. Oct 17 2023
Oct 17-Recording Accounting Journals FAQ
Passcode: K%5!nKD*
Slide Deck includes Q&A 
WorkDay Accounting Journals Training Session
Date: May 16, 2023
WorkDay Accounting Journal is replacing the Journal Voucher Form. 

WorkDay AJ’s are effective now, but if you have already submitted a JV form, do NOT duplicate in Workday. 
The JV Form will be discontinued May 31, 2023. 
Slide Deck with Step-by-Step Instructions
Transcript includes questions.  
Recording: WorkDay Accounting Journal 
Finance Acct Journals Training Session.mp4
START: 6 min 35 sec
24 Min – Demo 7-Payroll Accounting Journal
39 Min – Methods to search for the Journal#
41 Min 1-Campus Manual
40 Min – Errors & Alerts
60 Min – Q&A 
Payroll Q&A Session
Date: May 4, 2023 
Dawn Irmscher, UBC Payroll Director
Recording:https://ubc.zoom.us/rec/share/NVYbeO1Gp7UZhhpl33Mulneoir4s2b1rKmNSPvOxpVdxjDTtOSIeU2-laGiTiqE8.rNWo43ao6kzxYrev  Passcode: 6S6YeG&L 
Payroll Slide Deck

Before contacting a Payroll Team Lead, first submit a ticket to:
UBC Self-Service Portal.
Remember to reference your ticket number in the email. 

UBC Self-Service Portal
> Select Workday Support >  Category: Payroll > Urgency 
FoM A/R Customer Invoicing Process
Date: Jun 20, 2022 

 FoM AR Team_2022_06_20.pdf – When available, the PDF will be updated with responses from June 20 Q&A.
​Meeting Recording:
https://ubc.zoom.us/rec/share/Sbyv9Pik8kd0wfj7mOrCKNRbpuP-EiN6S0VGbpqeAG6V05UAAhWzLYpgN5-0eTvp.mUEif4vu0eL_SYMR?startTime=1655757279000 
Workday Basics (https://wpl.ubc.ca/browse/irp-training/courses/wpl-irp-wdb)Learn about the basic functionality of Workday
Workday Training by Security Role –
My UBC Workday Training
This report returns a list of enrollment links for Workday Training courses that are relevant to you. This list is based on your employment criteria (e.g, salaried/hourly/faculty/staff) and current Workday security roles (e.g, Manager, Timekeeper, HR Analyst, etc.)
Workday for ManagersTeam management, review/approvals, and other manager related topics
Workday Finance FoundationsUBC Faculty, Staff and Student Employees will learn about Finance key concepts including Workday’s Foundation Data Model and terms such as Worktags and Cost Centres. In this course we will cover Workday Finance foundational concepts and terminology.
Workday Research GrantsOverview of research grants dashboard, grants’ security roles defined and assignment, setting up contingency workers.
As Presented June 25, 2021 to BCCHR by Ms. Allison Kim
UBC Research Post Award Seminar​Webinar training session and materials for Grant Manager Delegations, Grant Ledgers, Research Subject Payment Guidelines & CFI Structure in Workday. 
Hosted by UBC Research.