Preparing for WorkDay-HR. Coming Fall 2018
Online Demos | PDF Handouts | Events Calendar | more ...
Workday User Fair for All Employees and Managers, Oct. 19
Employee and Mananager - Self Service Tools and Resources
Resources Summary for Managers:
https://workday.utexas.edu/resources/training/employee-manager-selfservice
Workday Training for All Employees
All employees will use Workday for timesheets starting in November. Attend one of the following training events, watch online, or view eLearning on how timesheets will work in Workday. The current timesheet system will retire on Oct. 31. All timesheets must be submitted and approved by Oct. 31. Learn More About Employee Training Events and Online eLearning
Workday Training for Managers
Learn More About Manager Training Events and Online eLearning
Fill out your timesheet on a weekly basis.
For office managers, please ensure the timesheet is added to your appropriate groups with EG1 screenChange Coming Sept 22,2018. All employees who complete weekly timesheets will need to beginb using Duo software and Two Factor Authentication to be able to complete timesheets in UTDIRECT.
Due: September 22, 2018 - All employees who complete timesheetsHow do I set up two factor authentication?Two Factor AuthenticationFor direct assistance with Duo, contact call 512-475-9400.Two-Factor Authentication.Getting Started-Administrative Resources
- Getting Started - Administrative Staff (Many resources you'll need are listed here)
- Getting Started with DEFINE (common Screens) and other tips, including how to use DEFINE, navigation tips, information about Desks/Views, changing Desks/Views, and the most common screens you use every day.
- Common Documents PDF (DEFINE, HRMS, FRMS, etc)
- Getting Started Account Tips (PDF)
- Liberal Arts Job Aids
- Liberal Arts - Training Newsletter
- Getting Started with HRMS (for staff creating/approving appointment documents)
- Handbook of Business Procedures (Essential resource for all staff in administrative positions. This includes both important poliices and rules inlcuding but not limited to the document processing aspects of various business activities
Employee and Mananager - Self Service Tools and Resources
Learn how to use DEFINE if your job requires this skill.Videos | Handouts | Quick Tips
While DEFINE has a few hundered commands and has many features, the ones you use regularly are listed on our Quick Tips page.Learn how to create one of the most common documents for your job, for example for general administrative positions, the VP2 payment document for reimbursements. Please also take the time to review the handout (DE 217/VP1/VP2 Vouchers) for this document, it's contains useful information about this document which also is useful in other contexts with other documents.
Learn about VPE documents and Official Occasion Forms
Learn the accounts for your office, including the primary differences among accounts, including:
DE 301-Introduction to Accounting (PDF)
Account Fund Types - Handbook of Business Procedures
Learn the accounts for your office, including the primary differences among accounts, including:
DE 301-Introduction to Accounting (PDF)
Account Fund Types - Handbook of Business Procedures
Liberal Arts - Job Aid - Getting Started with Accounts (PDF)
Liberal Arts - Job Aid - Getting Started with GBM/GTM Screens (PDF)
Liberal Arts - Job Aid - Accounts - Fund Types (PDF)
Account Fund Types - Handbook of Business Procedures
In addition to the standard UTDIRECT resources for account balances, the college maintains a convenience website for each/all offices to view their current account balances, budgeted accounts history, and daily transaction details (by office rather than unit code), updated weekly.
- Staff Level View: COLA-Account Balances (website) by UTEID
- Faculty Level View: COLA - Faculty Support Account Balances (website) by UTEID
- When accessing the site from off campus, please turn on VPN service first.
- Each dept/office directly controls faculty authorizations for the faculty view for dedicated faculty support accounts. For additional staff level authorizations, please contact John for additional details.
New in Summer 2018 - Project Level Forecasting Reports for Departments using the COLA Office Dashboard system. When accessing from off campus, be sure to turn on VPN service. Contact John for configuration, set up, and training to tag accounting entries for reports.
Timesheet Changes Coming Sept 22,2018. All employees who complete weekly timesheets will need to beginb using Duo software and Two Factor Authentication to be able to complete timesheets in UTDIRECT.
Due: September 22, 2018 - All employees who complete timesheetsHow do I set up two factor authentication?Two Factor AuthenticationFor direct assistance with Duo, contact call 512-475-9400.Two-Factor Authentication.
Preparing for WorkDay-HR. Coming Fall 2018
John Ward
Liberal Arts, Human Resources
232-2476
