Program #72046-FRM Workday Support-Finance FY 2025 Adopted

Sep 4, 2026

Workday Finance Support program for Central Finance maintains, troubleshoots, and enhances Workday finance functionality to strengthen use of the County ERP system. The ERP Finance Support team supports planning, design, build, testing, and ongoing integrity of the foundational finance data model, while delivering operational help and learning resources. It covers custom reports, system configuration for twice-yearly updates, internal controls through security and processes, and ongoing training and stakeholder collaboration. Performance metrics track ticket processing, update configuration success, learning hours, and user satisfaction.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages2

Reading Time5 min

AccessFree to download

Executive Summary

Program Description

Workday Functionality Supported

Key Functions

Performance Measures

Performance Measures Descriptions

Legal / Contractual Obligation

Revenue/Expense Detail

Significant Program Changes

Program \#72046-FRM Workday Support-Finance FY 2025 Adopted Department: County Management Program Offer Type: Operating Related Programs: Program Characteristics: Program Contact: Heather Drake Program Offer Stage: Adopted Executive Summary Workday is part of the County’s enterprise resource planning system (ERP) . Workday is designed to be managed and supported by business operational staff in Central Finance. The ERP Finance Support team provides strategic and operational leadership; maintains, troubleshoots, and enhances Workday finance functionality; and provides operational and learning support to finance staff to help the County use our ERP system to its fullest potential. Program Description The ERP Finance Support team maintains, troubleshoots, and enhances Workday finance functionality to help the County use the ERP system to its fullest potential. This program supports planning, design, build, and testing of Workday configuration and custom reports. It maintains the system’s foundational finance data model. It includes a variety of operational and learning support services that range from responding to individual end user questions to preparing online self-service learning materials to delivering in-person training sessions. It supports active participation in the larger Workday Community and direct advocacy with Workday for functionality enhancements that would benefit County operations. Workday functionality supported by this program offer includes: Allocations, Banking and Settlement, Business Assets, Customer Accounts (Accounts Receivable), Facilities Tasks, Finance Data Model, Financial Accounting, Grants Management, Inventory, Procurement, Projects, Project Assets, and Supplier Accounts (Accounts Payable) . The ERP Finance Support team performs the following key functions: 1) Analyze, design, build, test, and configure all changes made to the existing system, including features from mandatory, twice-yearly Workday system updates. 2) Maintain ERP’s foundational finance data model. 3) Maintain system business processes and security approach to establish internal controls over finance transaction process. 4) Create new custom reports and maintain existing custom reports. 5) Meet regularly with finance stakeholder groups to create transparency and stakeholder involvement in decision making about which configuration projects will best meet the County’s business needs. 6) Provide operational and learning support to County finance users that creates a culture where people feel safe asking questions and trust they will receive quick and accurate assistance. | Performance Measures | | | | | | | --- | --- | --- | --- | --- | --- | | Measure Type | Performance Measure | FY23 Actual | FY24 Budgeted | FY24 Estimate | FY25 Target | | Output | Number of customer tickets processed | 1,355 | 1,400 | 1,266 | 1,300 | | Outcome | Percentage of features in mandatory, twice-yearly Workday updates analyzed and successfully configured | > 95% | > 95% | > 95% | > 95% | | Output | Student hours of learning support provided | N/A | 750 | 1,000 | 1,000 | | Outcome | Percentage of finance user survey respondents satisfied with support provided | 77% | > 90% | 82% | > 90% | Performance Measures Descriptions Number of customer tickets measures operational customer service needs such as security role approvals, cost object creation, and break/fix incidents. Feature analysis and configuration is essential for maintaining the integrity and reliability of Workday as our financial and human resources system of record. Legal / Contractual Obligation Revenue/Expense Detail | | Adopted
General Fund | Adopted
Other Funds | Adopted
General Fund | Adopted
Other Funds | | --- | --- | --- | --- | --- | | Program Expenses | 2024 | 2024 | 2025 | 2025 | | Personnel | $1,145,100 | $0 | $1,195,647 | $0 | | Contractual Services | $25,000 | $0 | $15,000 | $0 | | Materials & Supplies | $53,849 |

FAQs

What responsibilities does the ERP Finance Support team perform for Workday finance?

The team maintains, troubleshoots, and enhances Workday finance functionality, including planning, design, build, testing, and configuration of Workday features and custom reports. It also maintains the foundational finance data model and supports operational and learning services for finance staff.

Which Workday finance areas are supported by this program?

Supported areas include Allocations, Banking and Settlement, Business Assets, Customer Accounts (Accounts Receivable), Facilities Tasks, Finance Data Model, Financial Accounting, Grants Management, Inventory, Procurement, Projects, Project Assets, and Supplier Accounts (Accounts Payable).

What performance measures are tracked in the FY25 adopted program?

Measures include the number of customer tickets processed, the percentage of features in mandatory twice-yearly Workday updates analyzed and successfully configured, student hours of learning support provided, and the percentage of finance user survey respondents satisfied with support.

Sep 4, 2026

Upload by Caleb Sterling