Finance Resources for Workday

The university transitioned to Workday in November 2020. Review information on key changes and business process adjustments.

Review finance information for Workday through UBC's Self-Service Portal (CWL required).

To provide the finance community with information on key changes to finance business processes, these pages detail what has changed, what has not changed, who is affected, and what action to take for each key area.

Use these tools to review the relationship between PeopleSoft chartfields and Workday worktags, and explore what reports are available in Workday.

Apr. 18, 2024

Don’t forget to include the seal number on your green deposit bag

As part of the HSBC Canada transition to Royal Bank of Canada (RBC), grey coloured tamper-proof deposit bags have been changed to green bags as of...
Apr. 12, 2024

HSBC-RBC Transition project website is now live

The Royal Bank of Canada (RBC) acquisition of HSBC Bank Canada (HSBC) was legally completed on March 28, 2024. A new HSBC-RBC Transition project...
Apr. 12, 2024

UBC Third Quarter 2023/24 Financial Report is now available

The university's third quarter 2023/24 financial report is now available on the UBC Finance website. In addition to the annual budget and financial...
Apr. 25, 2024
Data Entry
Apr. 30, 2024
Period+1 Opens for All Companies
Apr. 30, 2024
Payroll Activities Closed
Apr. 30, 2024
Payment date for employees
May. 1, 2024
Cutoff for Supplier Invoice Approvals