Workday Create & Review Requisition Virtual Tour Recordings

October 7, 2020

In March 2020, a Workday upgrade was implemented that included changes to the Create Requisition and Requisition Approval process. The following virtual session recordings, highlighting updates from the March upgrade are now available on the Workday Training site.

The Create Requisition video recording will follow the requisitioner through the new screens including:

a)   Guided Requisitioning

b)   Ship to & Deliver to Fields

c)    COA Worktags

d)   Adding a Non-Catalog Item to your Cart

e)   Shopping Cart

f)    Checkout Page

g)   Searching for Suppliers

This video is particularly valuable for those who create requisitions frequently with split charging instructions and/or multiple COA accounts. 

The Review Requisition recording follows the requisition approver through the new screens in the requisition approval process including: shipping address, goods, services, check out, edit address, edit requisition, and requisition approval.

For assistance with the Create Requisition process, contact the Finance Support Center through email at sharedservices@yale.edu or 203-432-5394.