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Financial training available in Workday Learning
February 21, 2024
Over 15 finance-related courses are now available in Workday Learning. Some of these are newly developed courses and some are updated versions of courses that existed previously in TMS.
Managers should review the courses and work with their teams to enroll staff into any course(s) that support their day-to-day work responsibilities and/or their development plans.
Training opportunities include:
|
Course |
Description |
Audience |
Delivery Type |
Duration |
|---|---|---|---|---|
|
This course is an in-depth overview of the Account Holder Report (AHR), providing users with instructions on running and reviewing a package of reports with detailed and summarized financial transaction activity. |
All university employees responsible for running Account Holder Report |
Self-directed (eLearning) |
30 Minutes |
|
|
Creating Expense Reports - NEW |
In this course, you’ll learn about creating expense reports. Not only will you learn about the basic steps for creating expense reports in Workday, but you’ll also learn to write a strong business purpose, a requirement for every expense report. You’ll also learn useful tips for success to help ensure your expense reports get approved the first time around. |
All university employees who create expense reports, including on behalf of another employee as a delegate. |
Self-directed (eLearning) |
60 Minutes |
|
In this course, you’ll learn how to use Power BI Desktop to modify standard interactive reports to meet your own specific business needs. Customizing interactive reports allows you to add and remove columns and create visuals to see data in a way that makes sense for your department. Finance Power BI Interactive Reports is a prerequisite for this course. |
All university employees generating reports in Power BI |
Self-directed (eLearning) |
60 Minutes |
|
|
Engaging Effectively with Yale Policies and Procedures - NEW |
In this course, you will learn how to engage effectively with policies, procedures, and forms to support the university’s mission and fulfill your financial roles and responsibilities. |
All staff with financial roles and responsibilities. |
Self-directed (eLearning) |
30 Minutes |
|
Finance Overview - NEW |
This course provides an overview of the mission, goals, structure, and budget of Finance across Yale University. |
All Yale University staff with financial roles with a special focus on new hires. |
Self-directed (eLearning) |
80 Minutes |
|
In this course, you will learn about the reports and the data available on the Power BI Report Server. You’ll learn how to access, filter, and run the standard reports. This module is designed for both basic and advanced users and it is a prerequisite for Customizing Interactive Reports with the Power BI Desktop. |
All university employees generating reports in Power BI, with the role of CCFA. |
Self-directed (eLearning) |
60 Minutes |
|
|
This course provides awareness, guidance, and information that will help ensure employees are able to identify the possibility of fraud within or outside the organization and understand their responsibility to report suspected fraud. |
All university employees |
Self-directed (eLearning) |
30 Minutes |
|
|
This course provides relevant business office staff with a basic understanding of gifts administration, new gift set up, roles and responsibilities, and fiduciary stewardship for cost center’s restricted gifts. |
All university employees managing gifts and endowments |
In-Person |
120 Minutes |
|
|
This course defines and outlines the internal control framework that supports Yale University’s daily work and the achievement of operational objectives. This course will guide you through key roles, responsibilities, and expectations for Yale community members involved in operations. |
Lead Administrator |
Self-directed (eLearning) |
45 Minutes |
|
|
This course defines and outlines the internal control framework that supports Yale University’s daily work and the achievement of operational objectives. This course will guide you through key roles, responsibilities, and expectations for Yale community members involved in operations. |
Lead Administrator |
Self-directed (eLearning) |
45 Minutes |
|
|
This course provides a basic understanding of the Chart of Account (COA) structure and an awareness of the resources available to support the effective use of the Chart of Accounts at Yale. In this course, you will learn how to define the individual COA segments, outline the accounting components that make up Yale’s general ledger structure, and learn where to find and how to use COA tools and resources. |
All active employees at Yale University with accounting responsibilities |
Self-directed (eLearning) |
30 Minutes |
|
|
PCI (Payment Card Industry) compliance standards exist to help protect cardholder information and to keep the organization processing the cards safe from breaches in information. This training is required for anyone accepting and processing card payments (credit and debit) when conducting University Business. This training is not for the usage of University P-Cards (Purchase Cards). |
University staff who accepts payment using charge cards |
Self-directed (eLearning) |
30 Minutes |
|
|
This course is for Purchasing Cardholders and their assistants to ensure a clear understanding of their responsibilities as cardholders and university employees who are using the university PCard and the Expense Management System (EMS). |
All university PCard holders |
Self-directed (eLearning) |
20 Minutes |
|
|
In this course, you will learn about Policy 3210, and its associated procedures to help you recognize situations that require purchase contracts and prepare the appropriate documentation. |
Anyone who purchases goods or services. |
Self-directed (eLearning) |
60 Minutes |
|
|
This course addresses the procedures to use when creating services contracts and the specific information you should gather. Purchase Contracts Part 1 must be completed before taking this course. |
Anyone who purchases goods or services. |
Self-directed (eLearning) |
60 Minutes |
Except where noted as “in person”, most courses are eLearning and can be accessed at any time.