Create Request for an Off-Site Event

This job aid provides step-by-step instructions for obtaining approval for an off-site event in Workday.

Overview

This job aid provides step-by-step instructions for obtaining approval for an off-site event in Workday.

Details / Instructions

1. In the Workday homepage search bar, type in Create Request and select the Create Request task.
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2. Navigate the Request Type field by clicking the menu icon  and clicking All or typing a key word like "off" or "event" in the search bar.
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3. Select Off-Site Event Request.
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4. Click Ok.
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5. If the request is performed on someone else’s behalf, list their name in the On Behalf Of field. Otherwise, leave the field empty.
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6. Fill in the following required information in their designated field:
   • Department or Unit Hosting the Event
   • Event Name
   • Event Date(s)
   • Event Description
   • Preferred Venue
   • Justification for an off-site event
   • Department/Unit Head sponsoring the request
7. Enter any comments and upload an attachment as needed before clicking Submit.
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8. Wait for a notification via Workday regarding your request's status.
9. If the request is denied or sent back, refer to the approver's comments for next steps.
10. If the request is approved, a cost center procurement specialist will be notified, and you may create a requisition for the event by doing the following:
    • From the Workday homepage, select the Tasks icon in the upper right corner.
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    • Select Create Requisition for Event: Request Process: Off-Site Event Request.
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    • Click Create Requisition and, if needed, refer to the Purchase Requests knowledge base article for additional guidance.
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See Also

Purchase Requests