Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
Procurement transaction approval reference guide
Step-by-step instructions with screen shots for accessing, reviewing, delegating, and approving transactions in Workday.
Professional services agreement
This must be completed and signed in order to submit a Non-Catalog Service Requisition to hire an independent contractor.
Purchase order and receipt maintenance for departments
Review comprehensive guidance on scope and compliance, department expectations, and more.
Purchase order: change order guidelines
Learn the acceptable reasons for requesting a change to a Purchase Order (P.O.) and about the submit, review, and update process in Workday.
Purchase orders and reqs: what to do when someone leaves your department
Ensure seamless P2P transitions with guidelines for training and transferring in-progress requisitions and Purchase Orders.
Qualified Supplier lookup tool
Search for the top 10 Qualified Suppliers based on Spend Category, Commodity, or Diversity designation. You can create a purchase requisition immediately when you use an existing Qualified Supplier.
Receipts reference guide
Review comprehensive guidance on creating receipts, making cancellations or adjustments, reporting, monitoring activity, and more.
Reconciling a monthly ledger (FAO)
Review transactions for validity, posting accuracy, and budget alignment.
Report supplier performance issue
Use this form to request Purchasing Department support for investigating, negotiating, and resolving issues with a supplier.