Adaptive Planning includes features to enhance and standardize budget planning, forecasting, and reporting across the Universities of Wisconsin.
Finance
Check out what’s changing with university credit cards
Learn how Purchase Cards and Shared Liability Cards (currently Corporate Cards) will be reconciled in Workday.
Check out hiring, staffing, and onboarding changes coming with Workday
Learn how Workday will streamline hiring and onboarding processes and consolidate information for internal job searches.
Check out what’s changing for administrative support staff; how we process payments; plus, procurement in Workday
Prepare for Workday by reviewing What’s Changing resources for administrative support staff and for employees who initiate, place, or approve purchases or approve payments.
Start preparing for Workday training today
See what’s included in Workday training and what you can do now to be ready when training starts in March 2025.
Get ready for Workday training with new finance topics
If you work with budgets or forecasts, learn how Workday and Adaptive Planning will give you the data and tools you need to view timely data and create focused reports. Plus, discover how the system will standardize the way the Universities of Wisconsin invoice foundations for gifts.
Prepare for Workday training — learn what’s changing!
See what’s changing with expense reports, grants management, and requesting new FDM accounting values with the latest releases in our What’s Changing series.
Workday wordplay: Finance edition
Take a few more steps on the pathway to training when you learn these basic Workday finance terms.
Check out what’s changing with approvals and delegation in Workday
Learn how Workday will automate approvals for hundreds of finance, HR, and research administration tasks — and let someone else take action in your absence.
Check out what’s changing with reporting and the EAP
See how decades of Universities of Wisconsin data will be stored and accessible for future analysis and reporting.