Help Docs
Workday - Expense Report Quick Guide
Please see attached document.
Workday - Inventory - Add New Purchase Items Help Doc
Use this help doc to submit new items to add to our inventory purchase item list in Workday. INSTRUCTIONS: · Log into Workday · In the Search bar at the top · Type the following to find the template for the new items · The following will then appear ...
Workday - Review Supplier Invoice - Task/Event - Contract Labor Invoices
If you have received a task to review a Supplier Invoice related to Contracted Labor, it is asking you to provide a PO number and add the Service Contract number for processing the invoice. If you already have a PO number: Enter the PO number and add ...
Workday - Helpful Reports for Purchase Orders, Receipts and Invoice Tasks
Here is a list of helpful reports users can use to find Purchase Orders, Invoices to aid in processing receipts, match exceptions, etc. Report Name (Type in Workday Search field) Description Find Payments This will show payments made by company for ...
Workday - Credit Memo Process
***This process applies to Credit Memos only*** Credit Memos will come to property General Manager or Property Finance Approvers as Supplier Invoice tasks: To process, please navigate within the task to update the Cost Center, Spend Category and ...
Workday - Create Confirming PO for Contract Labor Staffing Invoices
Please see attached document.
Workday - Create a Receipt Help Doc
Creating a receipt on a Purchase order is accessed through the "Create Receipt" task OR by using the related actions button next to the PO number. This document will focus on using the "Find Purchase Orders" report to pull a report with a list of ...
Workday - New GM/AGM Training Path
New GM / AGM Training path is located on the Workday Inside HHM Hotels page. Click here and then click on the link noted below to access training videos and quick guides.
HHM SL GL History COA with BRAINS Mapping Codes
Please see attached document.
Workday - Find Suppliers Help Doc
Please see attached help doc....
Workday - Inventory - Process Invoice w/Confirming PO Missing Items
For inventory Properties, we loaded items based on purchase history so there may be missing items in the catalog. As we move through launch, there may be items on your invoices that are not in the catalog / purchase item list. Your purchases will ...
Workday - Processing Pre-Paid (Multi-Period) Requisitions
In Workday, expenses that are spread over multiple accounting periods (Pre-Paid) are updated by the accounts payable team on the related invoices. ***In order to qualify for prepaid allocation across multiple accounting periods, the amount per period ...
Workday - Avendra Catalog Supplier List
Here is the list of suppliers with Catalog Items in the "Search Catalog" option while creating a requisition. Supplier US Canada ALBERT USTER IMPORTS, INC. /New Yes Assa Abloy Hospitality Yes Yes Astor Chocolate Yes Yes Buckhead Meat & Seafood ...
Workday - Misc Payments - Guest/Group Refunds and Petty Cash
Please see attached document to help with processing miscellaneous payments for expenses, guest / group refunds. Drop Files to Attach
Workday - Get Help
For help with all things Workday, please follow the below path to get to the correct teams support page: Choose the appropriate support page for your question or issue. Review the Knowledge base for help docs and videos or open a ticket if you cannot ...
Workday - Aptech P/ PVNG Historical GL to Workday FDM Mapping
Please see attached mapping document for legacy system GL to FDM in Workday.
Workday - Outlet Worktags on CC200 Food and Beverage Line Items
To assign outlet tags to your procurement transactions in Workday apply them on the Requisition Header or on the individual line items: If the entire requisition is for the same outlet, you can add the outlet and cost center on the header: This will ...
Workday - Outlet Worktags - CC200 - Companies with Allowed Outlets
The purpose of this help document is to provide guidance for companies using the Food and Beverage cost center CC200 **Outlet Worktags are required on all transactions associated with CC200 Cost Center "Food and Beverage" ***To find the outlets ...
Workday - Create Requisition Templates
Please see attached quick guide for createing requisition templates and shared requisition templates.
Workday - Contract Labor and Job Title Worktags
All requisition line items coded to spend category, "Contract Labor" require a Job Title worktag. Below is an example of a Shared Requisition Template for Room Attendant and Laundry Attendant contract labor supplier. The same concept applies to ...
Workday - Create Requisition - Punchout
To connect with a punchout supplier that is active for your company... 1. Search "Create Requisition" in the search bar and select the task: 2. Choose your requisition type. Do not use "Confirming" requisition types for punchouts: 3. Choose, "Connect ...
Workday - Cancel /Adjust Receipt
Receipts may need to be cancelled or adjusted in order to clear a match exception or due to receipt processed in err. To cancel or adjust a receipt follow the steps below. ****Note that receipts for line items previously received but price adjusted ...
Clear Browser Cache, Temp Internet Files and Cookies
For better overall browser health and functionality, it is best to run through this process once per week. This will help many web based platforms function more efficiently. Go to the Settings link on the top right in Google Chrome and then select, ...
Workday - My Requisitions, Process History
To check in on progress of your requisitions and see where they are in the approval process use the following steps: Search for "My Requisitions" in the search bar and click on the highlighted report noted below: In the report, you can see status and ...
Workday - Companies with Allowed Outlets
To see the Allowed outlets for a company use the "Companies with Allowed Outlets" report: This will show all valid outlets for the specified company or multiple companies:
Workday - Solomon GL to Workday FDM Mapping
See attached spreadsheet for Solomon GL mapping to Workday FDM .
Workday - Edit/Manage Requisition Templates
To view and manage Requisition Templates.... 1. Type "Requisition Template" in the search bar and select the report highlighted below: 2. Under "My templates" you can click on the related actions icon next to your template, hover over Requisition ...
Workday - Task Delegations Help Doc
In Workday, you can assign tasks to peers or supervisors while you are out of the office. Search "My Delegations" in the search bar and click on the report: Click "Manager Delegations" Fill in the necessary information noted below and submit: The ...
Workday - Punchout - Nicholas & Company Help Doc
Please see attached document.
Workday - Create Change Order Help Doc
Change orders are processed on Purchase Orders. Why process change orders? Price or Quantity Changes, Product Substitutions: If the price or quantity changes from requisition to invoice and it triggers a match exception based on 50.00 variance, a ...
Workday - Non Catalog Items Help Doc
Use Non Catalog option to create requisitions for items that are not in the catalog. 1. Update your header info, requisition type, etc... 2. Select "Request Non Catalog Items: 3. Fill in the item, spend category, search for your supplier... 4. Fill ...
The Blue Book - USALI Account Codes
Please see attached guide for accounting coding.
Workday - Search Catalog Items - by Supplier and Item Tags
1. Start with "Create Requisition" Task and choose your requisition type, click OK: 2. Choose "Search Catalog" 3. Use the filters on the left of the screen to sort items. There thousands of items so it is best to use these filters. Be sure to use ...
Workday - Solomon Department to Workday Cost Center Conversion
Please see attached document:
Workday - Print PO to PDF
To manually print a PO to PDF follow these steps: Click on the related actions button next to the PO number, hover over Purchase Order and select "Printable Version" On the next screen...click OK: Click Refresh until the PO PDF loads: You can now ...
Workday is Live & Loading!
Please see attached announcment and update regarding the Workday Launch...
Workday - Set Notifications Job Aid
Please see attached help document.
Workday - Mass Approve Set Up Quick Guide
Please see attached help document:
Workday - Adjust Notification Settings Quick Guide
Please see attached help document:
Task Delegation Quick Guide
Please refer to the attached document... Drop Files to Attach
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