Workday Shortcuts to Procurement Services Tasks, Reports, and Even cyBUY!
Have you tried the new My Shortcuts feature in Workday? My Shortcuts became available with the most recent Workday update and it allows you to create direct links to your 10 most commonly used tasks, reports, or even external links to a menu in the Workday header.
Not only does My Shortcuts make things that you use frequently easier to access, these 10 items are accessible from any screen in Workday, which means there is no need to return to the home screen between reviewing reports or completing tasks.
It does take a minute to set up your My Shortcuts, but they will save you time every time you want to review a report, complete a task, or buy something in cyBUY! Step by step instructions for setting up your My Shortcuts are available on the Information Technology Services Webpage.
Here are some of the Procurement Services Team’s favorite My Shortcuts:
Tasks:
Connect to Supplier Website – To order or check what items are available through cyBUY.
Request Non-Catalog Items – To request goods or services that are not able to be purchased through cyBUY, Central Stores, or Chemistry Stores, or allowed on a procurement card.
Reports:
My Requisitions – This report can be used to see any requisition on which you are listed as the requester
ISU Find Credit Card Transactions Report – This report can be used to view credit card transactions.
ISU Supplier Contract with Worktags – This report can be used to view supplier contracts by business unit, cost center, or Worktag. *This report may not be available to all users.
ISU cyBUY PO and PCV Transaction – This report can be used to view the PCV transactions associated with a cyBUY order. *This report may not be available to all users.
External Links:
WorkCyte Website – Support Options –To view or review Workday Job Aids.
Transportation Services – To make a vehicle reservation with Transportation Services.
Printing Services – To order or request a quote from Printing Services.
Chemistry Stores – To order or check what items are available from Chemistry Stores.
Central Stores – To order or check what items that are available from Central Stores.
Book Store – To order items from the University Book Store.