Forms and Financial Transactions

Financial Services




Forms and Financial Transactions

 
Welcome to the new Forms and Financial Transactions website that now includes Workday information.  We will continue to update this page with forms, videos and job aids as they become available.  Items in red are linked to the associated documents.
 
Logging in to Workday
You can log in to the Workday site for Brock at https://wd3.myworkday.com/brocku
On your mobile phone, download the Workday app, enter "brocku" as tenant and use "https://wd3.myworkday.com" as the website.
 
Training Courses
Many University faculty and staff have already registered for the two-hour workshops that explain how to use the new system, and more sessions are scheduled for early May. All faculty and staff are encouraged to sign up for one of them. Registering is easy. Go to brocku.ca/hr/training/focus/ and choose one of the Workday Core Navigation and Finance workshops. Purchase Requisition courses are also available.  
Handouts will be provided at the sessions, but if you prefer to work through the material on your own, click on the links below to view the slides from the training sessions.
FIW101 Core Navigation and Finance
FIW201 Requisitions
FDM (Financial Data Model) Session (see also the FDM Job Aids near the bottom of this page)
 
Purchase and receive reimbursements for goods and services    
Purchase requisition      
Create purchase requisition (incl catalogues) Workday Job Aid Video
Find requisitions Workday Job Aid  
Receive goods Workday Job Aid Video
Order from a  catalogue Workday Job Aid Video
Create returns Workday Job Aid  
Match exceptions Workday Job Aid  
Requisition templates and saving past requisitions Workday Job Aid  
Expense report      
Create expense report for expense reimbursements Workday Job Aid Video
Create expense report for purchasing card transactions Workday Job Aid Video
Approve expense reports Workday Job Aid Video
Cheque requisition      
Request invoice payment, participant payment or honorarium Form    
Related documents      
Attach this form in place of an itemized receipt when an itemized receipt is unavailable  Form    
Request alcohol expense Form    
Pay using wire transfers (non-US and non-CAD) Form    
Create supplier request Workday Job Aid  
Check supplier invoices Workday Job Aid  
Purchasing policies and procedures Link    
Personnel reimbursement policies and procedures Link    
Kilometer charts for travel reimbursement Document    
Meal rates outside of Canada Appendix C Document    
Meal rates outside of Canada Appendix D Document    
Request cash advances (including travel advances)      
Cash advance for faculty and staff (spend authorization) Workday Job Aid  
Participant cash advances (participants in research who are not faculty or staff) Form Instructions  
Transfer funds between accounts      
Journal entry (transfer funds between actual accounts) Form    
Budget transfer (transfer funds between budget accounts) Form    
Receiving cash and charging customers      
Create invoice for external customers who purchase Brock goods and services Form    
Record cash, cheque, credit, and debit card deposits to be submitted to Finance Form    
Use petty cash (cash floats)      
Petty cash procedures Document    
Request petty cash float - to establish, increase or decrease a petty cash fund Form Instructions  
Create petty cash voucher - to be completed before the custodian makes payments from the petty cash fund Form Instructions  
Reimbursement of petty cash funds - to replenish existing petty cash funds Form Instructions  
Petty cash confirmation form - submit to Financial Services for Year End Form    
Cash and Investments Policies and Procedures Link    
Core Workday Accessibility and Navigation      
PC access - use Workday on Mac or PC internet browser Workday Job Aid  
Mobile access- use Workday app on tablet and smartphone Workday Job Aid  
Workday navigation - search and core functions of Workday Workday Job Aid  
Access request - request access to a cost centre, project or program in Workday Access Request Job Aid  
Workday Community Workday Job Aid  
Delegations Workday Job Aid  
Using Ziggi HD Plus Camera   Job Aid  
Filtering Workday emails in Outlook   Job Aid  
FDM and Reports      
FDM - account management structure in Workday Workday Job Aid  
Reports and dashboards - basic reports Workday Job Aid  
Reports and dashboards - management report Workday Job Aid  

Note 1:  Form indicates that faculty and staff will need to email or interoffice mail perscribed form with supporting document to Finance.  Finance will then input information into Workday.