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). There are three types of users with training solutions developed for each.
Core Users – creates and/or approves financial transactions within UR Financials
Report Users- receives and/or runs reports within UR Financials
Form Users – Impacted by the Chart of Accounts change to the NEW Financial Data Model.
Who will be trained?
A User Training List has been created as a preliminary list of employee names selected to attend specialized classes for UR Financials. The eLearning and Forms training are available now, using the links below.
This list has been updated as of September 30, 2014.
How will training be delivered?
The chart below shows each user type intended for instructor-led training (ILT) and the core courses assigned. Use the links below to launch training released early.
|Audience Type||Training Solution||Delivery location|
|Core Users and Report Users
|eLearning prerequisite for all Instructor led training – Includes job aid, Assessment is active in October||*Introduction to UR Financials|
|Core Users, Report Users
(Required) and Excel Users (Not Required)
|Classroom Instructor-Led Training by Role – includes manuals and job aids||Science Park/Tech Park|
|Video training on the new UR Financials Chart of Accounts AND instruction on how to complete certain forms with COA changes. These will be accessible by all via the UR Financials Training Page.||Form Instructional Videos|
|All||Web based content that includes; UR Financials tips and tricks, project developments, user meetings, etc.||Online @ UR Financials Website|
When will Instructor-led training begin?
Training will follow a Just In Time approach and begin 3 months prior to Go Live starting with the formal release of our eLearning course – Introduction to UR Financials for certification. This eLearning will be the prerequisite for all classes listed below. The following is a high level schedule of the Instructor-Led Training (ILT) courses for the UR Financials (Workday) training rollout.
|Classroom ILT Course||Length of class||Offered|
Prerequisite for all :
|45 minutes||Starting October, 2014 (with Certification)|
|1 Full day||December 2nd OR 4th, 2014 (one day only)|
|Banking and Settlement||5 hours||December 8th, 2014|
|Grant Management||ORPA 1/2 day,
ORACS 1 Full Day
|December 1st, 2014
December 5th, 2014
|Journal Entry Processing||1 Full day||December 9, 10, 11, 15, 16, 2014 (one day only)|
|Journal Entry Company Level Reporting||4 hours||January 14, 15, 16, 19, 20, 2015 (one day only)|
|updated Non-Company Level Reporting||1 Full day||Starting November 2014|
|Reporting with Excel||2 hours||Starting January 2015|
Please use the Contact Us link for any training questions or comments you may have.