Click here to access Workday.

  • Use the “Create Expense Report” task in Workday to enter expenses (out-of-pocket or P-Card)
  • Follow the steps in the Using Expense Reports in Workday training guide
  • To ensure accuracy, use the Expense Report Checklist
  • Expense reports are automatically saved as drafts. As soon as you click OK on the initial page, a draft version of the expense report is saved
  • Expense Reports containing personal expenses must be reviewed and approved by the employee for payroll deduction
    • If prepared by a delegate, the delegate must email the employee to let them know they have an EXP to approve
  • Attach supporting documentation and applicable receipts at the expense level. Only the conference agenda or meeting invites should be attached under the Attachments tab

Send email to sombusiness.office@yale.edu with Name and Netid for both you and delegate

  • Use the “Create Expense Report” task in Workday to enter expenses (out-of-pocket or P-Card)
  • Follow the steps in the Using Expense Reports in Workday training guide
  • To ensure accuracy, use the Expense Report Checklist
  • Expense reports are automatically saved as drafts. As soon as you click OK on the initial page, a draft version of the expense report is saved
  • Expense Reports containing personal expenses must be reviewed and approved by the employee for payroll deduction
    • If prepared by a delegate, the delegate must email the employee to let them know they have an EXP to approve
  • Attach supporting documentation and applicable receipts at the expense level. Only the conference agenda or meeting invites should be attached under the Attachments tab





Create a Supplier Invoice Request (SIR)


Create a supplier request in Workday


Create a Supplier Invoice Request (SIR)













SOM Business Operations Service Catalog