Support and training resources
For detailed walkthroughs of Workday transactions, please refer to the videos and downloadable job aids below. Please contact us with any issues you might encounter.
Workday operational contacts
Workday operational contact list Updated: 3/5/20
Getting started with navigation and tools
Setting account preferences and passwords
Modifying personal information
Modifying account preferences (including search & email notification settings)
Using your Inbox
Org charts and reporting structures
Mobile app setup
Downloading the Workday mobile app (note: type risd for the organization ID as you log in to the mobile app. We will add this information to the job aid asap.)
Summary of finance tasks after the launch of Workday
Download this helpful comparison of how key finance tasks were done pre-Workday and will now be managed after April 1.
Expenses and spend authorizations
Creating expense reports (desktop) Updated: 9/05/19
Creating expense reports with T&E card transactions or scanned receipts Added: 12/02/19
Creating expense reports (mobile) Updated: 9/05/19
Creating expense reports for another worker Updated: 9/05/19
Creating spend authorizations
Approving spend authorizations
Approving expense reports Updated: 9/05/19
Managing pay options
Student Hire Workflow Updated: 8/24/2020
Hiring a student worker Updated: 8/18/2020
Use this job aid if hiring a student for their first RISD job.
Adding a job for a student worker Added: 10/03/2019
Use this job aid if hiring a student who has previously worked at RISD.
End additional job for a student worker Added: 8/31/2020
Use this job aid to remove an additional job for a student worker.
Procurement and Accounts Payable
Workflows (this section added 8/26/19)
Procurement Work Flow Chart
Expense-PCard-Supplier Invoice-Miscellaneous Payment Request Updated: 9/28/2020
Add an alternate shipping address for purchases Added: 6/24/20
Create a Miscellaneous Payment Request - Student Example Added: 9/28/2020
Create a Miscellaneous Payment Request - Non Employee Other Example Added: 9/28/2020
Request a supplier invoice
Create a Miscellaneous Payment Request and Miscellaneous Payee Updated: 10/13/2020
Create Requisition Changes - Comparison Document Updated: 3/6/20
Creating a procurement requisition Updated: 3/6/20
Creating a punchout requisition Updated: 3/6/20
Verifying a new status procurement card verification Updated: 2/11/20
Finding a draft status procurement card verification transaction Updated: 2/11/20
Requesting a supplier invoice request
Creating a new supplier request
Creating a receipt Updated: 9/05/19
Time entry and time off
Job aids for all employees
Requesting time off for all employees
Job aids for all managers
Approving time off requests Added: 7/2/19
STUDENT WORKERS: Please see all related information on our page for students.
Consult a member of the Workday Engagement Network (WEN)
Thirty-six members of the Workday Engagement Network (WEN) are trained to help and ready to answer your questions. Find the WEN member in your department or division who can support your transition to the Workday environment.