Training
Creating a purchase order that will be delivered to someone else
Ensure deliveries are received by the right person and that they can create the receipts required to facilitate payment.
Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
91–100 of 477 resources
How-to
Creating a requisition in Workday
Learn to create different types of requisitions to purchase in Workday, including Marketplace (Jaggaer) orders, non-catalogue orders, and special cases. Includes a checklist, frequently asked questions (FAQ), and links to a searchable library of training guides with step-by-step instructions and screen shots.
Training
Creating a supplier invoice from a receipt
Staff who have P2P FAO/Cost Center initiator role can enter their own invoices into Workday or send them to Accounts Payable to enter them. If you prefer to enter your own invoices, please be sure the Supplier does not also send them to Accounts Payable to avoid duplication.
Training
Creating and using requisition templates
Learn how to create templates for FAOs, worktag splits, and requisitions.
Training
Creating receipts needed for payment processing
Learn how to create receipts required for many transactions, reconciling the most common cause for match exceptions and unpaid invoices.
Training
Creating requisitions for different types of goods and services
Find instructions, details, and screenshots to walk you through different processes for: software maintenance, equipment maintenance, progress payments, non-catalog items, prior non-catalog reqs, service line, or a single project with one labor rate.
How-to
Crime prevention and safety tips
Learn more about how we maintain safety across all of our campuses and find practical tips to help you prevent crimes, respond to emergencies, and stay safe.
Policy or guideline
Crowd manager procedures
This procedure establishes guidance on how to comply with the New York State Fire Code section 403.12.3 and 3106.4.3 for crowd managers. All events in indoor assembly occupancies serving over 500 people or more than 1000 people outdoors will must adhere to this procedure. The crowd manager is responsible for keeping diligent watch for fires and assist in the evacuation of the room/space/tent during emergencies.
Tool
Daily Crime Log
The previous 60 days of criminal incidents reported to Public Safety occurring on campus, on public property immediately adjacent to campus and within the department’s patrol jurisdiction.
Training
Delegations for expenses
Learn how to temporarily assign tasks and approvals to another user, ensuring critical business processes continue without delay.