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Transforming HR and finance
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Purchasing or claiming expenses

From February 2027, buying goods and claiming expenses will move from long email chains and complicated approval layers to standardised, easy steps in Workday. In-system policy guardrails will also make for more streamlined processes by catching mistakes before they happen.

Direct access for expenses
Every member of staff will be responsible for their own expenses, with a move to a 'claim on the go' culture to quickly capture details and scan receipts in Workday (on the app if preferred).
Procurement cards
Reconciliations will also move into Workday (instead of Barclaycard Spend Management), so card approvers won't need to manage their own login cards and card readers.
Simpler approvals
Transactions will be routed automatically in Workday to the appropriate staff member for a single approval, such as an admin manager or the budget holder, depending on the cost.

Purchasers will still use free-format or catalogue orders, and a new integration with Creditsafe will auto-check various details of approved suppliers. We'll still use the fixed delivery locations we have now, but there'll be a free-text field in the Workday process to add contextual notes for suppliers to follow (such as 'This delivery is for the attention of XXXXX').

We're also amending a policy point, no longer allowing expense claims for 'subsistence alcohol' (had with a meal on a business trip), to align with recent changes among most grant funders and some Russell Group members.

Benefits for the York community

  • Process tracking: you'll be able to monitor the status and next steps of your transactions in Workday, with automated notifications and nudges to help you keep track of actions.
  • Improved auditing: with more consistency, transparency and automated tax allocation (based on transaction types), we'll be in a much better position to easily report on our finances.

Continuing the conversation

Full details and step-by-step guidance will come through the functional training from November onwards. If you or your line manager would like to share any thoughts before then, please do discuss them with local representatives in the Change Network to feed back to the team.

You can also use our Staff Learning Collection for practical resources on change and personal development for you and those you work with, and explore the full range of wider wellbeing support on offer.

Programme timeline

Common questions