Last updated: February 8, 2024
Find online, flexible training workshops available to support the UBC community.
The Financial Operations training provides foundational knowledge supplementing the Workday knowledge base articles and courses offered by the Integrated Services Centre (ISC). The goal of these courses is to provide policy and procedural information to assist the community in performing specific tasks at work. Our current courses include:
Financial Operations: Setting up a Supplier: Foundational Overview
In this online facilitated workshop, faculty and staff will gain a better understanding of setting up a supplier
Please note: this session focuses on business policies and processes and is not a functional walkthrough of completing tasks in Workday. For Workday functional support, please contact the Integrated Service Centre.
Financial Operations: Reimbursing Expenses – "Carpe Per Diem"
In this online facilitated workshop, faculty and staff will gain a better understanding of expense reimbursement requirements.
Please note: this session does not address cash-advance reimbursements and is not a functional walkthrough of completing tasks in Workday but instead focuses on the business policies and processes. For Workday functional support, please contact the Integrated Service Centre.
Financial Operations: Using your UBC Visa for Maximum Impact - Your Responsibilities as a Card Holder
This self-paced, on-demand module helps UBC Visa cardholders and delegates better understand the university’s Visa program policies and their responsibilities as a cardholder.
Please note: this session focuses on the business policies and processes and is not a functional walkthrough of completing tasks in Workday. For Workday functional support, please contact the Integrated Service Centre.
Supplier Invoice Request Module: "No-invoice" Solutions
This session benefits UBC Faculties or Staff who deal with suppliers and have experienced events where there are no receipts to confirm the payment. This course will especially help you on identifying the situations or events where you can use the SIR Module; as well as recognizing other features from it; such as acceptable documents, not allowable documents, and more.
Please note: this session focuses on the business policies and processes and is not a functional walkthrough of completing tasks in Workday. For Workday functional support, please contact the Integrated Service Centre.
Creating Accounting Journals Using EIB
This self-directed session is recommended for staff involved in the creation and maintenance of Accounting Journals. When you need to create multiple journals, EIB is the answer! The session walks you through each step and provides helpful tips for minimizing common errors and simplifying the process.
ISC Workday Training
The ISC has prepared a list of online training courses for the community — from navigating the Workday system as a faculty or staff to viewing your pay and tax documents and completing finance-related tasks in Workday — available on UBC Workplace Learning (WPL).