Workday Spotlight: P-Cards, Budgets, and Delegations

PROPEL LMU | After nearly two years of planning and development, Workday is arriving on the bluff June 28. In this month’s Workday Spotlight, LMU This Week examines how the new system will manage P-Cards, budgets, and delegations.

The vast majority of staff and faculty members will retain their existing P-cards after the migration to Workday. LMU will email a new P-card agreement to every individual registered for a P-Card.

Cards will be deactivated EOD Friday, June 25, and reactivated as soon as your signed P-Card agreement is received, starting July 6. The Controller’s Office will send you more information regarding this transition in mid-June.

If you have scheduled recurring charges during the “offline” period from June 26 to when your P-card agreement is received, please notify your vendor(s) that the charges will be declined, so they can plan accordingly.

Only a small subset of individuals, identified by their job role for frequently traveling and making department purchases, will receive a secondary card to separate their travel and expenses charges from procurement charges. These individuals will be communicated with directly, about changes to their P-cards.

Please note, if you accrue P-card charges during the month of May, those expenses will be entered in Concur. If you accrue charges during the month of June, those will be submitted via Workday, starting on July 6.

For questions related to P-card transactions, please contact

In Workday, budget managers will now be able to process their own budget amendments, rather than submitting a request through the Central Budget office. Workday will also notify individuals when their budget is lacking sufficient funds for a purchase, providing departments greater visibility and oversight of their group’s finances.

Further information unique to budgetary roles and responsibilities will be sent directly to budget managers in mid-May. For all other questions, please email

One of Workday’s defining features is its ability to offer greater self-sufficiency for an individual to complete their job tasks, including delegations.

Many job processes allow temporary delegations, when the primary task owner is out on vacation, sick, or otherwise absent. To view which processes permit delegations and other frequently asked questions, please refer to the Workday Delegations handout, available at