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
Core Users
Classroom Instructor-Led Training by Role  - includes manuals and job aids 1 month prior to Go Live
Report Users
Classroom Instructor-Led Training by Role – includes manual and job aid 2 months prior to Go Live
Report Users in Excel
(Not Required)
Classroom Instructor-Led Training by Role – includes manual and job aid 2 weeks post Go Live
Forms Users
(Not Required)
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
December 2014
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.