{"id":866,"date":"2015-07-10T14:24:55","date_gmt":"2015-07-10T21:24:55","guid":{"rendered":"https:\/\/www.hmc.edu\/bao\/?page_id=866"},"modified":"2026-03-03T08:45:15","modified_gmt":"2026-03-03T16:45:15","slug":"forms-and-job-aids","status":"publish","type":"page","link":"https:\/\/www.hmc.edu\/dco\/workday-financials\/forms-and-job-aids\/","title":{"rendered":"Workday Resources"},"content":{"rendered":"\n<p class=\"is-style-mudd-highlighted-content\"><strong><a href=\"https:\/\/www.myworkday.com\/theclaremontcolleges\/login.flex\">Login to Workday Financials<\/a><\/strong><\/p>\n\n\n\n<p>Links marked with * require sign-in with Harvey Mudd Google account.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"secure\" href=\"https:\/\/drive.google.com\/file\/d\/0B1h1CZZTGTVhVXBUTjQ5cFlKZ2M\/view?usp=sharing&amp;resourcekey=0-maxT_Zc_sBd_ItVASCku1w\">Ad-Hoc Payment Form (PDF)<\/a> &#8211; used for reimbursements to students<\/li>\n\n\n\n<li><a href=\"http:\/\/workdayinfo.claremont.edu\/\">TCC&nbsp;Project website<\/a>, training,&nbsp;and resources<\/li>\n\n\n\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1l4lhYfwNmfzXz6jmohRVfyHQzQ4n7-RW\/edit?usp=drive_link&amp;ouid=103680951403088285303&amp;rtpof=true&amp;sd=true\">Spend and Revenue Category List (Excel)<\/a> as of February, 26, 2026<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Guides<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1DajI9zWKQ-b9nG67UrMC682kh3oGrOWM\/view?usp=drive_link\">Workday Quickstart (PDF)<\/a>* as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1a19_o8w1qDxbYpldRFe981LUkkply7uV\/view?usp=drive_link\">How to bookmark the Workday Financials website (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a class=\"secure\" href=\"https:\/\/drive.google.com\/open?id=1H2UoFLbcrc1ywn8JShaVRXX98eibBriT\">H<\/a><a href=\"https:\/\/drive.google.com\/file\/d\/1DT3clqB0_WsKaHuMq7HyxocLbvoHbxvX\/view?usp=drive_link\">ow to set up Email Notifications (PDF)<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1kwncxNp1kz1Ukxk3irNkZmiG5Jm6WOIg\/view?usp=drive_link\">How to Navigate Workday (PDF)<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/17dBABr-mGRBAr9m-K0GTegsAyWdJvBQH\/view?usp=drive_link\">How you Delegate your Workday Inbox and Tasks (PDF)<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1rYKgtvFAC6VZ8v-f_NppybvTJfZWrXnP\/view?usp=drive_link\">How to Add a New Supplier (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1C9O-yy8Pf3vTGs48Uj39w2LwFz49yRRX\/view?usp=drive_link\">How to Create a Journal (PDF)<\/a> as of  July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/11oOPYIFFDFXIVMmBgJeoR-og_P2j7mec\/view?usp=drive_link\">How to Change Supplier Information (PDF)<\/a>\u00a0as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1OVzlNAF0TF43kIfh5mQUDryPKmWvao6g\/view?usp=drive_link\" data-type=\"link\" data-id=\"https:\/\/drive.google.com\/file\/d\/1OVzlNAF0TF43kIfh5mQUDryPKmWvao6g\/view?usp=drive_link\">How to Void and Reissue Check (PDF)<\/a> as of October 3, 2025<\/li>\n\n\n\n<li>Reports\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1zTyTjW2A2Y0z_4fYB2LCe-PFLqLkDjSR\/view?usp=drive_link\">Report Mining in Workday (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1He0dHEbmdRVTfXXmEsfFj0fH6REtX8yw\/view?usp=drive_link\">HMC Non-Operating Activity Report (PDF)<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1SrFBod867I8iM5wCVVwqaGITSrKCHrBU\/view?usp=drive_link\">HMC Operating Activity Budget to Actual Report (PDF)<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1bOPGIxZc1GVXs6A7DHJlpGSjgVJjfX8B\/view?usp=drive_link\">HMC External Grant Budget to Actual Report (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1hglXQe8jExM3eQGFSQXq__jshrxXvnin\/view?usp=drive_link\">HMC Transaction Detail Report (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Procurement\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/11XjJ3EbWXTCr4cRjNUz6ZI5aIyx6toyc\/view?usp=drive_link\">How to&nbsp;Create Requisition via Supplier Website (Punchout) (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1SA7c-u3oTC1tbaoZ4W89MiFjWJhUYs9V\/view?usp=drive_link\">How to&nbsp;Create Requisition (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1QYOWCrKTePTck0jF97NjQkBFOTf-8pWi\/view?usp=drive_link\">How to&nbsp;Create Purchase Order (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1OrFBkMCJyWbMAh8HR-3eMp_eI42xsEst\/view?usp=drive_link\">How to&nbsp;Create Change Order (PDF)<\/a>&nbsp;as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1-A4DujzRT3eWVSdNOWuqHU7kVL-L6vYB\/view?usp=drive_link\">How to enter an Invoice to Issue Payment (PDF)<\/a> (How to Create a Supplier Invoice) as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/18i6BvMw3FLIJuzkoaR8K7nSMci9DnOFw\/view?usp=drive_link\">How to&nbsp;Create Supplier Invoice from PO (PDF)<\/a> as of July 7, 2023<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Expenses\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1I4DckHEb6KtICKoEgaEiX-EHxVWucwbm\/view?usp=drive_link\">How to Switch your account to another HMC Employee (PDF)*<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1swdBTJwWSt9ME4fBn9ua6B71uZIVjRzo\/view?usp=drive_link\">How to Create Expense or Purchase Card Report (PDF)*<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1JgNcP0gliWT41oyPr1us_VPwIoD-KWqx\/view?usp=drive_link\">How to Create a Mobile Receipt (PDF)*<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1TxVRkJ5hUZqg7QUmZQfXGDGBJAMWo5b0\/view?usp=drive_link\">How to Review and Approve Expense Reports (PDF)*<\/a> as of July 7, 2023<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1alKa5xq7RFdZ7lGDesPINhxxW6fJ2Bet\/view?usp=drive_link\">How to Change Payment Elections<\/a> as of July 7, 2023<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Videos<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a class=\"secure\" href=\"https:\/\/drive.google.com\/open?id=12Gi2ExaGW1wP-i_ZLHpuR3yRGrFJHPjI\">Tips and Tricks on Spend and Revenue Category List<\/a> as of September 7, 2017<\/li>\n\n\n\n<li><a class=\"secure\" href=\"https:\/\/drive.google.com\/open?id=1yCzQ3_pBMSw1TJfss-gDHu6ugoB2A-Xg\">How to Run the HMC External Grant Budget to Actual Report<\/a>&nbsp;as of January 19, 2018<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1UVWF0mr5k0HnLdoeRj4ech1Lr-v-nDiF\/view?usp=sharing\" data-type=\"link\" data-id=\"https:\/\/drive.google.com\/file\/d\/1OVzlNAF0TF43kIfh5mQUDryPKmWvao6g\/view?usp=drive_link\">How to Record a Cash Sale <\/a>as of March 15, 2023<\/li>\n<\/ul>\n\n\n\n<p>For issues regarding Workday login and web browsers, please contact <a href=\"mailto:&#104;&#101;l&#112;d&#101;&#115;&#107;&#64;h&#109;c&#46;ed&#117;\">&#104;e&#108;&#112;&#100;&#101;&#115;k&#64;hmc.edu<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Login to Workday Financials Links marked with * require sign-in with Harvey Mudd Google account. Resources Guides Videos For issues [&hellip;]<\/p>\n","protected":false},"author":196,"featured_media":0,"parent":853,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-866","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/pages\/866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/users\/196"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/comments?post=866"}],"version-history":[{"count":17,"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/pages\/866\/revisions"}],"predecessor-version":[{"id":3041,"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/pages\/866\/revisions\/3041"}],"up":[{"embeddable":true,"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/pages\/853"}],"wp:attachment":[{"href":"https:\/\/www.hmc.edu\/dco\/wp-json\/wp\/v2\/media?parent=866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}