Training Materials & Templates
Security Role you will need
To process Budget Amendments, users in s/c/d will need one of the following security roles: Budget Amendment Initiator (Division) or Budget Approver (Division). Please work with your Dean's office to initiate role assignment requests in Workday.
Enter Budget Amendment in Workday
Please refer to the job aid linked below to enter budget amendments directly in Workday. If you are moving salary budget, ensure to move fringe budget using composite fringe benefit rates, file link to be added soon.
EIB Upload Template
To upload Budget Amendments using EIB template in Workday, users in s/c/d will need the Budget Approver (Division) security role. Please work with your Dean's office to initiate role assignment requests in Workday. Please refer to the KB linked below
Transfers between UW System Institutions
Transfers from UW-Madison to another UW institution are to be submitted to budgettransfer@wisconsin.edu for processing using the form below. Copy MBO's Kim Harrington at kim.harrington@wisc.edu. Please work with MBO with questions and assistance.
