Workday Resources

Login to Workday Financials.

Links marked with * require sign-in with Harvey Mudd Google account.

Resources

• Ad-Hoc Payment Form (PDF) – used for reimbursements to students
• TCC Project website, training, and resources
• Spend and Revenue Category List (Excel) as of May 6, 2019

Guides

• Workday Quickstart (PDF)* as of July 7, 2023
• How to bookmark the Workday Financials website (PDF) as of July 7, 2023
• How to set up Email Notifications (PDF) as of July 7, 2023
• How to Navigate Workday (PDF) as of July 7, 2023
• How you Delegate your Workday Inbox and Tasks (PDF) as of July 7, 2023
• How to Add a New Supplier (PDF) as of July 7, 2023
• How to Create a Journal (PDF) as of July 7, 2023
• How to Change Supplier Information (PDF) as of July 7, 2023
• How to enter an Invoice to Issue Payment (PDF)* as of July 7, 2023
• Reports
  • Report Mining in Workday (PDF) as of July 7, 2023
  • HMC Non-Operating Activity Report (PDF) as of July 7, 2023
  • HMC Operating Activity Budget to Actual Report (PDF) as of July 7, 2023
  • HMC External Grant Budget to Actual Report (PDF) as of July 7, 2023
  • HMC Transaction Detail Report (PDF) as of July 7, 2023
• Procurement
  • How to Create Requisition via Supplier Website (Punchout) (PDF) as of July 7, 2023
  • How to Create Requisition (PDF) as of July 7, 2023
  • How to Create Purchase Order (PDF) as of July 7, 2023
  • How to Create Change Order (PDF) as of July 7, 2023
  • How to Create Supplier Invoice from PO (PDF) as of July 7, 2023
• Expenses
  • How to Switch your account to another HMC Employee (PDF)* as of July 7, 2023
  • How to Create Expense or Purchase Card Report (PDF)* as of July 7, 2023
  • How to Create a Mobile Receipt (PDF)* as of July 7, 2023
  • How to Review and Approve Expense Reports (PDF)* as of July 7, 2023
  • How to Change Payment Elections as of July 7, 2023

Videos

• Tips and Tricks on Spend and Revenue Category List as of September 7, 2017
• How to Run the HMC External Grant Budget to Actual Report as of January 19, 2018

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