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: The next session will be scheduled Fall 2024. Date TBC
TIME: 10:30am to 12:00 pm.
Courses & Descriptions
| Courses | Description | |
|---|---|---|
| Finance Q&A Session March 14, 2024, 11:00 am HOSTS: Andrew Glynn and Thomas Straley | Recording: March 14 Finance AP Q&A PASSCODE: *Hn81yB! Transcript: March 14-2024-AP Q&A Slide Deck: Pending | |
| WorkDay Accounting Journals FAQ builds upon May 16 session. DATE: Tues. Oct 17 2023 | Oct 17-Accounting Journals FAQ 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 in effect now. The JV Form was 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 Managers | Team management, review/approvals, and other manager related topics | |
| Workday Finance Foundations | UBC 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 Grants | Overview 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. |