Training

Training will follow a multi-level, multi-dimensional, phased approach to prepare users for their roles and responsibilities impacted by the new UR Financials system (Workday). For example, Instructor-led training (ILT) classes have been specifically designed for individuals that will be using UR Financials at Go Live, versus video instruction addressing the new Chart of Accounts and Form use, accessible by all from this website.  Educational opportunities will begin 3 months before cutover from FRS to UR Financials (Workday) with more learning opportunities post go-live which are outlined below.

Who will be trained?
The chart below shows each University area intended for instructor-led training (ILT) and the core courses assigned. Coming Soon will be a list of employee names selected to attend these specialized classes.

Instructor-Led Course Offerings for Financial Transaction Training in Workday
As a result of requirements gathering and feedback from the UR Financials Special Interest Groups, we have identified the following Instructor-Led Training (ILT) courses for the Workday training rollout.  This is a closer view of the classroom ILT training solution mentioned in the Training Solutions and Timeline section below. We welcome your feedback.  Please use the Contact Us link for any training questions or comments you may have.

Classroom ILT Course Length of class Offered
Accounts   Payable 1 Full day TBD
Journal Entry Processing 1 Full day TBD
Banking and Settlement 1/2 day TBD
Grant Management 1 Full Day TBD
Workday Reporting 3/4 day TBD
Workday Reporting with Excel 2 hours TBD
Financial Close Processing  3 days TBD

Training Solutions and Timeframe
The following is listing of training solutions which will be rolled out to Workday users during the following timeframe:

Training Solution Offered Audience
Training Webpage on UR Financials Website Ongoing Everyone
eLearning:  Introduction to UR Financials 3 months Prior to Go Live Required for All UR Financials users
Classroom Instructor-Led Training by Role
(includes manuals and job aids)
2 months prior to Go Live All UR Financials users
UR Financial Reporting with Excel 2 month prior to Go Live All Financial Report Users
Form Video training on the new UR Financials Chart of Accounts TBD Users of Forms with account code changes
Workday Release Upgrades Twice per year (training will be continually evaluated and reviewed for user impact) Dependent upon functionalities upgraded