June reporting updates

Here are modified reports for the month of June.

Report Modifications

Human Resources

  • CR HCM Employee Snapshot
    • Expected End Date and Actual End Date are now included as columns in this report. These are from the hourly or salary compensation plan for the worker’s position(s). These dates are not returned for other compensation plans (e.g., allowances).
  • CR HCM Employee Fixed Term Position End Date Approaching By Sup Org in Date Range
    • Expected End Date and Actual End Date are now included in this report.  These are from the hourly or salary compensation plan for the worker’s position(s) and as of today (when the report is run). These dates are not returned for other compensation plans (e.g., allowances).
  • CR PAY Payroll No Retro Processing Prior To Date for Group of Workers
    • This report is for the HR Partner or Comp Partner to look at an employee’s “No Retro Processing Prior To Date” prior to assigning a retroactive compensation change. There are several business processes that can affect how far back in pay history that a change can be made.
    • Running this report before making retroactive compensation changes will help departments work with Payroll Services to ensure retroactive compensation is paid correctly as a portion could require manual input from Payroll Services.

Finance

  • CR PRO Find Supplier Contracts
    • We added the supplier contract’s Business Associate Agreement (BAA) as a column to this report. We also added a prompt that limits returned results to only contracts with a Business Associate Agreement when checked.
  • CR PRO Supplier Payments
    • We optimized this report for performance. The report now correctly filters by the Beginning and Ending Payment Date prompts, and includes the Cost Center and Function worktags on the Supplier Invoice Lines.
    • We added the customer contract’s Business Associate Agreement (BAA) as a column to this report. We also added a prompt that limits returned results to only contracts with a Business Associate Agreement when checked.
  • CR PRO Find Purchase Order
    • This report now includes the Obligation Amount Remaining. We also added the prompt “Include Purchase Order Lines?”. When this prompt is checked, the report will also return purchase order line details.
  • CR GRA Grant Expenditure Detail by Principal Investigator
    • This report now includes the sponsor type (based on the Award’s sponsor) as a column. This field is an optional prompt.
  • Dashboard GRA Award Budget to Actuals (dashboard) and CR GRA Award Budget to Actuals Summary (report)
    • We reformatted both the SPS and PI versions to present award financial data more clearly and reduce the number of clicks needed to see available balances by grant worktag. Changes include moving cost share expenses from the Award Budget to Actuals worklet to a new Cost Share worklet that includes the cost share obligation and unmet cost share figures. This allows the dashboard to render with the Award Budget to Actuals Summary worklet already open to the grant level, saving users time, and ensures cost share expenses do not distort the available balance amount shown in the grand total row. Please note: Workday does not allow us to configure the size or arrangement of the worklets on the dashboard; they will automatically resize and rearrange based on your screen width and browser’s zoom settings. We encourage you to use the View More option at the bottom of each worklet to see the individual worklets in a full screen if desired.
  • CR GRA SPS Award Financial Summary
    • We enhanced this report to significantly decrease the run time, giving users the option to run the report in their browsers and drill into live data.
    • We optimized this report for performance. The report now correctly filters by the Beginning and Ending Payment Date prompts, and includes the Cost Center and Function worktags on the Supplier Invoice Lines.
  • CR FIN Find Customer Contracts
    • We added the customer contract’s Business Associate Agreement (BAA) as a column to this report. We also added a prompt that limits returned results to only contracts with a Business Associate Agreement when checked.

View all reporting updates at modernization.wsu.edu/tag/reporting.