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 changes to the NEW Financial Data Model.
How will training be delivered?
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.
|Audience Type||Training Solution||Time Offered|
|Core Users and Report Users
|Introduction to UR Financials eLearning – includes job aid||3 months Prior to Go Live|
|Classroom Instructor-Led Training by Role - includes manuals and job aids||1 month prior to Go Live|
|Classroom Instructor-Led Training by Role – includes manual and job aid||2 months prior to Go Live|
|Report Users in Excel
|Classroom Instructor-Led Training by Role – includes manual and job aid||2 weeks post Go Live|
|Video training on the new UR Financials Chart of Accounts AND instruction on how to complete certain forms with COA changes||On demand, 2 weeks prior to Go Live|
|All||Training Webpage on UR Financials Website||Ongoing|
When will Instructor-led training begin?
Training will follow a Just In Time approach and begin 3 months prior to Go Live. As a result of requirements gathering and feedback, 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 above.
|Classroom ILT Course||Length of class||Offered|
|Accounts Payable||1 Full day||December 2014|
|Journal Entry Processing||1 Full day||December 2014|
|Banking and Settlement||1/2 day||December 2014|
|Grant Management||ORPA 1/2 day,
ORACS 1 Full Day
|Reporting||3/4 day||Starting November 2014|
|Reporting with Excel||2 hours||January 2015|
Please use the Contact Us link for any training questions or comments you may have.