The Payments Team is diligently working to prepare and support year end close practices in Accounts Payable, Card Services, Travel and Reimbursements for the Controller’s Business Services. They will be distributing reports for outstanding verifications to all Procurement cardholders and CTA custodians beginning next week. On Thursday, they will be hosting an open office hours […]

Several new resources help explain commonly asked questions about gifts and endowments. You can find all of these in the Workday Knowledge Base. New Knowledge Base articles: Understanding the gift conversion from legacy to Workday Understanding differences between endowed gifts and current use gifts Workday Gift Account Crosswalk The Workday Glossary is also updated with […]

As you are probably aware, the effort certification process kicked off last Friday on May 21. Since this is our first effort certification process in Workday, we know you may have questions. Please join us for an effort certification demo and Q&A at our next open office hours on Thursday, June 3, from 2-3 p.m. […]

This week’s Tips and Tricks features a resource for new employees: A list of Workday tasks new employees can complete themselves, along with descriptions and links to their course materials. This list of Employee Self-Service tasks is sorted by different topical areas. It’s also available to download.

It’s almost month end close, which means it’s time to process or cancel your open accounting journals. Journals that are in the “In Progress” status prevent the month from being closed. Please process or delete any In Progress journals by the end of the day on Monday, June 7. This includes journals that have been sent […]

We’ve replaced two payroll reports with one new one to accommodate security requirements and make it easier to look back at hours for employees. CR PAY 1050 Overview replaced both CR PAY Hours Paid Summary for Fixed Term Hourly and Student Undergraduate Employees and CR PAY Hours Worked Summary for Non-Student and Student Hourly Employees. […]

We created Ledger 6073 – Gift Fee on Endowments so gift fees associated with endowment contributions would be tracked in a separate ledger account. This will help in reporting by excluding amounts relating to endowments from the calculation of remaining spendable values available. With this change, fees previously posted to Ledger 6071 – Administrative Fees Expense were reclassified to Ledger […]

We’ve replaced the “All Current Jobs” tab in an employee’s Workday profile with a custom tab labeled “Positions.” This provides more details than All Current Jobs did, including splitting salary and allowance/ADRs into separate totals. It also added the business title so you can tell multiple hourly positions apart, and added some costing data that […]

Our first effort certification process in Workday kicks off this Friday, May 21. With the implementation of Workday, we combined the two summer periods in legacy to one period, reducing the certification process to three times per year. Principal Investigators (PIs), especially those with large research portfolios, should expect to receive notifications in their Workday […]

Known Issue: Projected time off balances are showing incorrectly in managers’ inboxes in Workday. Estimated Time to Resolution: June 5, 2021.