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Administrative Transformation Project

Workday is coming to the Universities of Wisconsin on July 7. Get more information and training resources

What is ATP?

Administrative Transformation Program (ATP) is on a mission to rebuild finance, human resources, and research administration systems at every institution within the Universities of Wisconsin System. The goal is to reduce the complexity of the current administrative environment and refocus valuable staff time on UW's mission of education, research and outreach. To make this vision a reality, Universities of Wisconsin is working with stakeholders across the System to standardize processes and implement Workday and the Huron Research Suite

For more information, check out the Universities of Wisconsin Workday Website.

Workday is coming July 7th! Need support?

To help prepare for the upcoming transition to Workday, UW-Green Bay HR and the Controller's Office are excited to share post-go live learning opportunities for faculty and staff to become familiar with Workday in various formats:

  • Drop-In Session: drop-in at your convenience within the scheduled hours to receive one-on-one support. These session topics are designed to align with relevant processes occurring during that period (timesheet/leave entry, expense reimbursement, approvals, etc.). However, you are welcome to stop in for any Workday-related assistance you may need!
  • Virtual Assistance: utilize the Microsoft Bookings links within the schedule below for a one-on-one virtual alternative to HR drop-in sessions.
  • Group Session: attend a large group session with instruction on a specific topic or process within Workday. 

Before attending sessions, please explore the KnowledgeBase for job aids, how-to videos, and more to guide you through different Workday processes. Please bring a device when attending a session so that you can access Workday.

Human Resources Workday Support Schedule:

Session TopicTraining Session DateTimeLocationFormatIntended Audience
Timesheet Entry (Facilities)Tuesday, July 8, 20258:30 - 9:30 amIS 1129ADrop-In SessionFacilities Staff Only
Timesheet Entry (Facilities)Tuesday, July 8, 20253:00 - 4:00 p.m.IS 1129ADrop-In SessionFacilities Staff Only
Timesheet Entry (Facilities and Police)Tuesday, July 8, 202510:00 - 11:00 p.m.KEC Special Events RoomDrop-In SessionFacilities and Police Staff Only
Timesheet EntryWednesday, July 9, 20251:00 - 4:00 p.m.Cofrin Library Lab 304Drop-In SessionNon-exempt (hourly) employees
Timesheet EntryWednesday, July 9, 2025VariousBook for 7/9Virtual AssistanceNon-exempt (hourly) employees
Timesheet EntryThursday, July 10, 20259:00 a.m. - 12:00 p.m.Cofrin Library Lab 304Drop-In SessionNon-exempt (hourly) employees
Timesheet EntryThursday, July 10, 2025VariousBook for 7/10Virtual AssistanceNon-exempt (hourly) employees
Timesheet Entry & Manager Time ApprovalFriday, July 11, 20259:00 a.m. - 12:00 p.m.Manitowoc Campus - Room F170Drop-In SessionManitowoc staff and supervisors
Timesheet Entry & Manager Time ApprovalFriday, July 11, 20251:00 - 4:00 p.m.Sheboygan Campus - Room 2223Drop-In SessionSheboygan staff and supervisors
Supervisor Topics, including Time/Leave ApprovalMonday, July 14, 20259:00 a.m. - 12:00 p.m.1954 RoomDrop-In SessionSupervisors
Supervisor Topics, including Time/Leave ApprovalMonday, July 14, 2025VariousBook for 7/14Virtual AssistanceSupervisors
Supervisor Topics, including Time/Leave ApprovalTuesday, July 15, 20251:00 - 4:00 p.m.1965 RoomDrop-In SessionSupervisors
Supervisor Topics, including Time/Leave ApprovalTuesday, July 15, 2025VariousBook for 7/15Virtual AssistanceSupervisors
General Workday Navigation/Updating Your Personal ProfileThursday, July 17, 20252:00 - 4:00 p.m.1965 RoomDrop-In SessionAll employees
General Workday Navigation/Updating Your Personal ProfileThursday, July 17, 2025VariousBook for 7/17Virtual AssistanceAll employees
General Workday AssistanceTuesday, July 22, 2025VariousBook for 7/22Virtual AssistanceAll employees
General Workday AssistanceThursday, July 24, 2025VariousBook for 7/24Virtual AssistanceAll employees
Submitting LeaveTuesday, July 29, 20251:00 - 4:00 p.m.Cofrin Library Lab 304Drop-In SessionExempt (salaried) employees
Submitting LeaveTuesday, July 29, 2025VariousBook for 7/29Virtual AssistanceExempt (salaried) employees
Submitting LeaveWednesday, July 30, 20259:00 a.m. - 12:00 p.m.Cofrin Library Lab 304Drop-In SessionExempt (salaried) employees
Submitting LeaveWednesday, July 30, 2025VariousBook for 7/30Virtual AssistanceExempt (salaried) employees
Performance Evaluation Process in Workday for SupervisorsThursday, August 7, 202510:00 - 11:00 a.m.MAC Hall 217 (Teams link TBD)Group SessionSupervisors
Performance Evaluation Process in Workday for SupervisorsWednesday, August 13, 20252:00 - 3:00 p.m.MAC Hall 217 (Teams link TBD)Group SessionSupervisors
Introduction to Workday LearningTuesday, September 9, 202510:00 - 11:00 a.m.Alumni Room - University Union (Teams link TBD)Group SessionAll Employees

Controller's Office Workday Support Schedule:

Session TopicTraining Session DateTimeLocationFormatIntended Audience
Accounts Payable - Voucher EntryMonday, July 7, 20251:00 - 2:00 p.m.Teams MeetingDrop-In SessionStaff that enter accounts payable invoices - Payment to individuals, Direct Payments, and payments to external vendors
Expense Reports - TravelMonday, July 7 20253:00 - 4:00 p.m.Teams MeetingDrop-In SessionStaff that have expense reimbursement requests to enter
DepositsTuesday, July 8, 20252:00 - 3:00 p.m.Teams MeetingDrop-In SessionStaff that accept credit cards or cash receipts - get assistance in completing the new deposit slip, assigning the cash sale item and creating the revenue transfer
Purchasing - Requisition ValidatorTuesday, July 8, 20253:00 - 4:00 p.m.Teams MeeetingDrop-In Session** Meeting request will be sent to employees with Requisition Validator security role
Accounts Payable - Voucher EntryWednesday, July 9, 20259:00 - 10:00 a.m.Teams MeetingDrop-In SessionStaff that enter accounts payable invoices - Payment to individuals, Direct Payments, and payments to external vendors
Purchasing - Requisition ValidatorWednesday, July 9, 202511:30 - 12:30 p.m.Teams MeeetingDrop-In Session** Meeting request will be sent to employees with Requisition Validator security role
Purchasing - Requisition ValidatorThursday, July 10, 20251:00 - 2:00 p.m.Teams MeeetingDrop-In Session** Meeting request will be sent to employees with Requisition Validator security role
Expense Reports - TravelThursday, July 10, 20253:00 - 4:00 p.m.Teams MeetingDrop-In SessionStaff that have expense reimbursement requests to enter
Purchasing - Requisition ValidatorFriday, July 11, 20259:00 - 10:00 a.m.Teams MeeetingDrop-In Session** Meeting request will be sent to employees with Requisition Validator security role
Supervisor Topics, including Time/Leave ApprovalMonday, July 14, 20259:00 a.m. - 12:00 p.m.1954 RoomDrop-In SessionSupervisors
Accounts Receivable InvoicingTuesday, July 15, 20259:00 - 10:00 a.m.Teams MeetingDrop-In SessionStaff that have invoices that need to be issued to outside entities
Accounts Payable - Voucher EntryTuesday, July 15, 20251:00 - 2:00 p.m.Teams MeetingDrop-In SessionStaff that enter accounts payable invoices - Payment to individuals, Direct Payments, and payments to external vendors
Journal Entries/Accounting AdjustmentsWednesday, July 16, 202511:00 a.m. - 12:00 p.m.Teams MeetingDrop-In SessionStaff that need to process accounting journal entries (replaces the current chargeback process and Cost Transfer tool)
Expense Reports - TravelThursday, July 17, 20251:00 - 2:00 p.m.Teams MeetingDrop-In SessionStaff that have expense reimbursement requests to enter
Accounts Payable - Voucher EntryTuesday, July 22, 202510:00 - 11:00 a.m.Teams MeetingDrop-In SessionStaff that enter accounts payable invoices - Payment to individuals, Direct Payments, and payments to external vendors
Internal Service DeliveryTuesday, July 22, 20252:00 - 3:00 p.m.Teams MeetingDrop-In Session** Separate meeting request will be sent - for staff from the following areas:  Parking, IT, Police
Financial ReportingWednesday, July 23, 20252:00 - 3:00 p.m.IS 1034 (Green Bay Campus)Drop-In SessionStaff that want assistance setting up financial reports in Workday (as WISER's replacement)
Financial ReportingThursday, July 24, 202511:00 a.m. - 12:00 p.m.IS 1034 (Green Bay Campus)Drop-In SessionStaff that want assistance setting up financial reports in Workday (as WISER's replacement)
Financial ReportingMonday, July 28, 20259:00 - 10:00 a.m.IS 1034 (Green Bay Campus)Drop-In SessionStaff that want assistance setting up financial reports in Workday (as WISER's replacement)
Salary Transfer RequestMonday, July 28, 20251:00 - 2:00 p.m.Teams MeetingDrop-In Session** Separate meeting request will be sent to staff - based on security role assigned
Journal Entries/Accounting AdjustmentsTuesday, July 29, 20259:00 - 10:00 a.m.Teams MeetingDrop-In SessionStaff that need to process accounting journal entries (replaces the current chargeback process and Cost Transfer tool)
Financial ReportingWednesday, July 30, 20251:00 - 2:00 p.m.IS 1034 (Green Bay Campus)Drop-In SessionStaff that want assistance setting up financial reports in Workday (as WISER's replacement)

Further education for purchasing card expense reports and those working more closely with HR, Finance, and Research processes will be provided and communicated by UW Shared Services or the applicable UW-Green Bay office. HR Talent Partners will also be spending time within their associated departments to offer additional Workday-related support on topics such as onboarding, recruitment, performance evaluations, and general HR processes.

I have a question about Workday, where do I go?

  1. Attend one of the sessions outlined in the calendar above.
  2. Check out KnowledgeBase Job Aids. This website is a resource for finding job aids, how-to videos, and more to help you work with Workday.
  3. If you need assistance after go-live, please use the GetHelpUW ticketing system. Indicate what you would like help with, and the system will generate answers to commonly asked questions. If the information you need is not provided, you can describe your issue and submit a ticket.
  4. Check out the full Workday course catalogue to see if there is a training course on the topic you have questions about: https://www.wisconsin.edu/workday/workday-training/course-catalog/.
  5. If you have additional questions, after using the resources listed above, please reach out to atp@uwgb.edu, the applicable UW-Green Bay office (HR, Controller, etc.), or a member of the Campus Readiness Team listed below.

UW-Green Bay's ATP Campus Readiness Team is responsible for supporting the UW-Green Bay community throughout the transition to Workday and Huron Research Suite. Campus readiness team members participate in meetings, ensure completion of campus readiness activities, and communicate with faculty and staff about ATP updates, changing business processes, and end-user training

Members include:

Campus Readiness Lead, HR, and Communications ~ Melissa Nash, Assistant Chancellor for Talent & Technology

Finance ~ Kent Bond, Assistant Chancellor for Finance/CFO

Finance  ~ SuAnn Detampel, Controller

HR ~ Kimberly Deering, HR Systems Manager

Budget ~ Lisa Jackovich, Budget Director

Academic Affairs ~ Courtney Sherman, Associate Provost

Grants & Research ~ Roger Wareham, Director, Office of Grants & Research

Grants & Research ~ Taylor St. Onge, Grants Accountant

Information Technology ~ Mike Bubolz, Chief Information Officer

Information Technology ~ Virginia Englebert, Director of Enterprise Applications & Integration

Registrar ~ Dan Vande Yacht, Registrar

Campus Readiness Team Support ~ Tracy VanErem, Financial Specialist II

June 6, 2025 ~ Workday Update 

Workday and RAMP go live one month from tomorrow! 

What is Workday?

Workday is the system all 13 Universities of Wisconsin institutions will use to standardize and streamline finance, human resources, and research administration processes. This includes accounting, managing time off, completing payroll, recruiting, expense reimbursements, performance evaluations, closing out research awards, and many other processes. Learn more at the UW Workday Website.

What is RAMP?

The Research Administration Management Portal (RAMP) is the new grants management system that will replace the current pre-award grants management process (called the Extramural Transmittal Form, or ETF, at UW-Green Bay). RAMP supports new grant and agreement processes at all UW System institutions and data will pass to Workday when funds are awarded. This integrated system will standardize the proposal development, routing, and approval process; incorporate fiscal and non-fiscal regulatory compliance information; and track proposal, agreement, and award activity. As with the current system, the Office of Grants and Research (OGR) team will take the lead in guiding proposal routing but the process will look a bit different beginning in early July! The OGR team will work individually with those impacted by RAMP.

When is Workday “Go Live”?

The University of Wisconsin-Green Bay will transition to Workday on July 7, 2025. There will also be a transition period, called “cutover,” leading up to go live. During cutover, certain staffing, finance, and personnel actions will become unavailable. The comprehensive list of cutover dates for HR are located at HR Workday Transition Plan and Finance are located at Year End Cutover Dates.

What training is required and/or available?

Every employee is enrolled in courses relevant to their position and responsibilities. Employees can find assigned trainings in their Universities of Wisconsin instance of Canvas. Additionally, all employees have the option to self-enroll in additional training courses. We recommend that all employees complete “Workday Fundamentals: Workday for all employees” and all managers complete “Workday Fundamentals: Workday for Managers”. Those two courses touch on actions every employee and manager will complete. The full Workday course catalogue can be found here: https://www.wisconsin.edu/workday/workday-training/course-catalog/.

Training for human resources, finance, purchasing, and research administrators, as well as new faculty and staff, will be offered throughout the summer and early fall. In addition, UW-Green Bay HR & Finance teams will be holding open labs and just-in-time training sessions for specific key topics. More information on these training dates will be delivered in mid-June as the Workday implementation date approaches.

Can I access a training version of the Workday platform?

Yes! The Workday Training Sandbox (Demo) is available and can be used to enhance computer based trainings (CBTs), webinars, or instructor led Workday trainings. Employees with a start date before January 2025 will be able to log in. Select the Single Sign On option and use your network ID.

The information in the training sandbox is based on data from January of 2025, and is an approximate reflection of the actions you will be able to take in Workday. Since this is a training tenant, some details will not be current and key personal data has been replaced with generic information. Your information is likely to look different once we have transitioned to workday.

I have a question about Workday, where do I go?
  1. Start with the KnowledgeBase Job Aids. This website is a resource for finding job aids, how-to videos, and more to help you work with Workday. A handful of the most common job aids are also translated into a variety of languages, such as Hmong and Spanish, to reach more stakeholders across the state.
  2. If you require further assistance on training, please use the User Support ticketing system. Indicate what you would like help with, and the system will generate answers to commonly asked questions. If the information you need is not provided, you can describe your issue and submit the ticket. This ticketing system will also be the primary place for user questions about Workday after go-live.
  3. If you have additional questions, after using the resources listed above, please reach out to atp@uwgb.edu, the applicable UW-Green Bay office (HR, Controller, etc.), or a member of the Campus Readiness Team listed below.

February 4, 2025 ~ Workday Training Update 

Workday will go-live at all 13 Universities of Wisconsin (UW) institutions in July. This project, which impacts Human Resources, Finance, Purchasing, and Research Administration activities, will standardize and modernize our business processes across the UW. Thanks to the tireless efforts of your UW colleagues, we will begin working in the system in July 2025. 

To help prepare you for the transition to Workday, the Administrative Transformation Program (ATP) team has created training courses, job aids, and other resources. 

Workday for all UW Employees

All faculty and staff will use Workday to perform Employee Self-Service tasks, including: 

Able to DoAble to View
  • Submit your time worked
  • Request time off
  • Update your address and personal information
  • Initiate requisitions to purchase goods or services
  • Submit expense reports
  • Complete performance reviews
  • Apply for internal jobs
  • Sign up for and complete training (Learning Management)
  • And more! 
  • Leave balances
  • Payslips
  • Organization chart 
  • Workday training history
  • And more!
Workday for Managers

All managers will use Workday to perform Manager Self-Service tasks, including: 

Able to DoAble to View
  • Approve timesheets
  • Create work schedules
  • Approve time-off requests
  • Assign learning courses to staff
  • Generate reports with real-time data
  • Create and approve expense reports
  • And more!  
  • Team Absence Calendar
  • Team work schedule
  • New hire onboarding progress
  • Organization chart
  • And more!
Training for Employee Self-Service and Manager Self-Service

Formal training is not required to complete Employee Self-Service and Manager Self-Service tasks in Workday. However, engaging in training courses will help prepare you and support your transition to Workday. Further details including job aids, how-to-videos, and other resources to guide you will be available in May 2025.

Workday for Finance, Human Resources, Purchasing & Research Administration Staff

If you work in finance, human resources, purchasing, or research administration, most of the work you perform today will move into Workday. Training begins in March, and you will have access to Workday to practice over the four months before go-live. Several modes of training will be available, including computer-based training courses, live webinars, instructor-led courses, and office-hour sessions to answer your questions. Additional resources include how-to videos and job aids.

Training for Human Resources, Finance, Purchasing, and Research Administration 

Employees eligible for Workday training, which begins in March, will be notified on February 19.

Questions About Workday Training?

A new Workday website is being developed and will include help resources and information about who to contact for training assistance. You will receive a reminder and link to the website when your training officially begins. 

How to Prepare for Workday

To help you prepare for the changes ahead, check out What Workday Means for You. You will find videos, overviews, and short demonstrations that highlight the changes for your role. 

RAMP for Research Administration Staff

RAMP training will occur April-June for employees who work in research administration. Employees who are impacted by RAMP will receive correspondence in late March. 

If questions arise during the Workday implementation, please contact a member of the Campus Readiness Team (listed below) or email atp@uwgb.edu

The support and engagement of our institution is critical to the success of this endeavor. We want to thank you in advance for your participation in this effort to better serve our faculty, staff, and students.

UW-Green Bay ATP Campus Readiness Team

January 27, 2024 ~ Faculty & Instructional Academic Staff Update

The UW-Green Bay Readiness Team and other institutional stakeholders are actively preparing for the Administrative Transformation Program (ATP) implementation, which will take place in July of 2025. 

What’s Changing for Faculty & Instructional Academic Staff

We are excited to announce the following videos and one-pagers developed in the past month on topics specifically for Faculty & Instructional Academic Staff:

•    Check Out What’s Changing: Workday for Faculty

Watch an overview of important faculty actions that will happen in Workday. Then dive deeper by reviewing resources related to faculty-specific topics

•    Check out What’s Changing: 9-over-12 Pay Schedule Option for 9-Month Employees

Starting with the 2025-26 academic year, 9-month faculty and academic staff may choose to defer 25% of their salary and receive it over the summer. Get introduced to the key concepts of the new 9-over-12 pay schedule option in Workday in this short video.

*Please note that there are no action items needed at this time related to the 9-over-12 pay schedule option. More information, including individualized details between 12 vs. 9-month gross pay schedules, will be provided to 9-month employees closer to the 2025-2026 Academic Year.

•    Check out What’s Changing: How We Manage Info About Positions and Academic Appointments 

When Workday goes live in July 2025, Universities of Wisconsin employment information will be entered and stored in one system. Workday’s structure will include details about faculty positions and academic appointments — and link the two.

Please see below for links to other previously published “What’s Changing” videos:

Cutover

Changing software systems is a bit like moving into a new house. You think about what to pack first and last — and when to disconnect the utilities in your old home. At the same time, you decide when to connect the new utilities and what you need to unpack first to get up and running in your new home. Moving our business processes into Workday requires the same kind of thinking.

Cutover is the time established for moving our business processes from the current technology systems like Human Resource System (HRS) and Shared Financial System (SFS) to Workday. Cutover activities are deliberately sequenced and scheduled for the months leading up to and following our Workday go-live in July 2025. The cutover plan details when we will stop entering information into old systems and begin entering information into Workday.

To find out more about the cutover schedule and how it may impact you, please see the Workday Implementation Cutover webpage for updates. Additional specific information related to cutover for financial transactions will be provided by the Controller’s Office.

May 2, 2024 ~ Administrative Transformation Program (ATP) & Workday

The Administrative Transformation Program (ATP) will be replacing much of the outdated technology we use today with the cloud-based Workday enterprise resource planning (ERP) system and a Huron Research Suite solution (Research Administration Modernization Project, or RAMP) to manage financial, human resource, and research administration activities.

The Workday implementation relies on ATP’s people-first approach to ensure we realize the benefits of improved processes, efficiencies, consistency, and transparency. Representatives from our campus have served on Design Focus and Validation Groups, as well as a Campus Readiness Team, which will provide updates as we prepare for Workday end-user training in March of 2025, ahead of Workday go-live in July 2025. You can watch some short videos about ATP and Workday. You’ll find more great information about ATP and Workday by visiting the ATP Website.

The ATP website provides an overview of upcoming changes to business processes for Finance, Human Resources, and Research Administration, as well as news and resources for staff.

If you’re looking for another way to get a first look at what’s happening, start with the following fliers that provide an overview about ATP and Workday.

To find out more information about ATP, including information about the UW-Green Bay Readiness Team, project timeline, and links to more details regarding transformations within Finance, Human Resources, and Research Administration, please take a look at the UW-Green Bay ATP website.

The support and engagement of our campus is critical to the success of this endeavor. We want to thank you in advance for your participation in this effort to better serve our faculty, staff, and students.

July 21, 2023 ~ Stay Informed on Administrative Transformation Program (ATP) & Workday

Be sure to stay in the know regarding the Administrative Transformation Program (ATP) and Workday by signing up for ATP Touchpoints to get the latest program updates, Workday demos and more.
 
The ATP Website provides an overview of the upcoming changes to business processes for Finance, Human Resources, and Research Administration, as well as news and resources for staff.
 
Additionally, each month, ATP introduces a new topic of Workday functionality with a demonstration of a related business process in Workday Walkthroughs. This is your best opportunity to see Workday prior to end-user training, which begins in March 2024. Recordings of Workday Walkthroughs are available to anyone with a UW login ID.

June 19, 2023 ~ Update Administrative Transformation Program & Workday

Dear UW Green Bay Community:
 
Are you just beginning to learn more about the Administrative Transformation Program (ATP) and Workday or wondering where to start? Begin with these short videos about ATP and Workday. You’ll find more great information about ATP and Workday by visiting the ATP Website.
 
The ATP website provides an overview of upcoming changes to business processes for Finance, Human Resources, and Research Administration, as well as news and resources for staff.
 
If you’re looking for another way to get a first look at what’s happening, start with the following fliers that provide an overview about ATP and Workday.

Additionally, each month, ATP introduces a new topic of Workday functionality with a demonstration of a related business process in Workday Walkthroughs. This is your best opportunity to see Workday prior to end-user training, which begins in March 2024. Recordings of Workday Walkthroughs are available to anyone with a UW login ID.
 
The support and engagement of our campus is critical to the success of this endeavor. I want to thank you in advance for your participation in this effort to better serve our faculty, staff, and students.
 

May 19, 2023 ~ Introduction of Administrative Transformation Program (ATP) & Workday

The Universities of Wisconsin are committed to the advancement of our shared mission across the state. To ensure future success, we must be forward thinking about the infrastructure required to support business processes and technology for all the UW campuses.

In 2019, the Board of Regents approved the creation of the Administrative Transformation Program (ATP) and charged the team with establishing a plan to streamline and standardize finance, human resources, and research administration processes across the entire Universities of Wisconsin. This change is needed because our current technology and systems:

  • Limit our access to reliable data
  • Create burdensome workflows for administrative staff
  • Introduce security risks
  • Do not allow us to meet the ever-evolving requirements of higher education

ATP will replace much of the outdated technology we use today with the cloud-based Workday enterprise resource planning (ERP) system and a Huron Research Suite solution (Research Administration Modernization Project, or RAMP) to manage financial, human resource, and research administrative activities.

The Workday implementation relies on ATP's people-first approach to ensure we realize the benefits of improved processes, efficiencies, consistency, and transparency. Representatives from our campus have served on Design Focus and Validation Groups, as well as a Campus Readiness Team, which will provide updates as we prepare for Workday end-user training in March of 2024, ahead of Workday go-live in July 2024.

To find out more information about ATP, including inforamtion about the UW-Green Bay Readiness Team, project timeline, and links to more details regarding transformations within Finance, Human Resources, and Research Administration, please take a look at our newly-created UW-Green Bay ATP website.

The support and engagement of our campus is critical to the success of this endeavor. We want to thank you, in advance, for your participation in this effort to better serve our faculty, staff and students.