On April 5, we launched the first phase of a new integration between MyResearch and Workday to automate the award setup process for new awards. This is in response to feedback from Sponsored Programs Services (SPS) and areas requesting solutions to increase the speed and accuracy of new award setups. The integration creates a draft […]

In response to abundant community feedback and requests for a report similar to the legacy Webi Budget Statement, we are excited to announce the coming release of two highly anticipated Workday reports: CR FIN Sources and Uses Summary and CR FIN Plan to Actuals Summary. These reports will be released May 6, 2022. We are […]

Delegation is direct a link between two employees: the person responsible for the tasks and their delegate. It is not automatically carried from person to person. In order to perform tasks on behalf of an employee, you must be assigned as as their delegate. Here’s an example: One employee, Person A, requests another employee, Person […]

Did you know you can’t hold a delegation for a separated person? Once an employee has separated from WSU, their Workday inbox can no longer be accessed via delegation. If a security role will be empty after an employee leaves WSU, work with your Security Partner to request the roles needed before the employee’s separation […]

After 3 years of publishing at least once per month, we’re retiring the Modernization newsletter to focus on project-specific communications. The April 2022 newsletter will be our last issue. Thank you to all of our subscribers for your readership and suggestions for improvement! Read on for where to get information going forward. Subscribe to the […]

Coming this month, Departmental Buyers will have the ability to create Change Orders for Purchase Orders (POs) over the direct-buy limit of $10K. The intended effect of this update is to streamline the Change Order process by reducing the wait time spent in the Central Buyer queue pending processing. With this revision, the Departmental Buyer […]

We’re making it easier to find guidance for completing tasks in Workday by adding links to Reference Guides and support materials directly in the system. To access a support material within Workday, select the hyperlink in the help text that appears as follows: Direct links to materials are currently available in Workday for most finance, […]

Here are the reporting updates for the month of April. Report Retirement CR GFT Financial Assignee as Current User Summary This report will be retired on 5/2/2022.  Please use CR GFT Gift Summary to view gift transactions.  To view available spendable balances, please use CR GFT Spendable Summary.  Report Modifications Compensation Profile Menu Based on […]

We’ve begun the process of withdrawing the Award Analyst role from Workday. The removal of this role will streamline Workday security roles and reduce administrative burden in Sponsored Programs Services (SPS). SPS and Modernization recommend the Financial Data View Only role for the purpose of viewing SPS reports, in place of the more limited Award […]

Select administrative roles now have the ability to view workers’ legal and preferred names by using the new “Worker Names” tab available in the Personal section of employee profiles in Workday. If you’re an administrator, learn more about accessing the tab in this new reference guide. All WSU employees can learn more about legal and […]