Get ready for Workday training with new finance topics

ATP is here to help you get ready for Workday training in March 2025.

In just a few minutes each month, you can learn about the high-level changes coming with Workday. Review the What’s Changing topics to see brief videos or skim printable overviews to get the basics.

To best prepare for training, check out the resources for your role to learn what Workday means for you.

Get started today by reviewing the newest topics in the What’s Changing series:

Budgeting and Forecasting

Workday and Adaptive Planning will replace PlanUW; Shared Financial System (SFS); CAT, the Compensation Administration Tool; and JET, the Journal Entry Tool used for budget transfers at UW-Madison. See how the two new systems will integrate information for timely budgets and forecasts and create robust reports.

Who needs to know: Staff and leadership who create, use, or report on budgets and forecasts

Invoicing for Gifts

Workday will provide one shared database for all foundations and standardize the process for invoicing, tracking, and reporting on gifts.

Who needs to know: Expense foundation specialists and customer billing specialists who handle billing to UW foundations


Check out What Workday Means for You to learn more about the changes coming with Workday.