UR Financials Newsletter Vol. 1 11.15.2022

In this issue:

• Workday Expenses
  • Additional Workday Expense ILT (instructor-led training) sessions have been added to MyPath
  • Workday Expenses Enhancement
    • Student expense reports, the F34 form is replaced by the Workday task
  • Reminder: Next steps as a delegate
• Reminder: Where to send common inquiries

Additional Workday Expenses ILT sessions

In response to high demand, additional Instructor Led Training sessions have been added.  Register in MyPath.

Workday Expenses Enhancement

STUDENT EXPENSE REPORTS, the F34 form is replaced by the Workday task Create Expense Report for Non-Workers

• • Students (undergrad and grad) cannot enter their own expense reports in Workday.
  • They must setup their own payment elections for Expense Payments in Workday
  • Students do not have to setup delegations

A worker who has the Workday Role of Organization Requisition Initiator or Organization Supplier Invoice Request Initiator has access to the task Create Expense Report for Non-Worker.  The expense report for Non-Workers requires the initiator to select the Payee Type (Student) and the Pay To name.

Reminder: Next Steps as a Delegate

Once the delegation is setup, to create an expense report on behalf of another worker:

1. 1.  Log into workday
   2.  Select the profile icon> switch accounts> select the worker’s name
   3.  From the delegation dashboard select create expense report
   4.  When you’re done, switch accounts back to yourself

**** this is also how you would find expense reports for another worker to make changes, and view the status or payment information

Page 6 of the Delegation reference guide:

Reminder: Where to send common inquiries