Tips & Tricks: Viewing My Tasks (Inbox) notifications older than 30 days

Recently, the Workday Inbox became My Tasks, improving layout and giving users more options for organizing and navigating their tasks. Some functions and features have changed, including how to view archived tasks older than 30 days. The Archive feature in My Tasks lists users’ archived tasks from the last 30 days. To view tasks older than 30 days, users […]

Categories: Workday

Tax 2.0 demo session available on-demand

Tax 2.0 simplifies how Workday calculates taxes for WSU, including changes to account posting rules, and the way we interact with requisitions, purchase orders, supplier invoices, and procurement card verifications. Watch this recorded demo session to learn about new features and updates related to tax calculations. All department buyers, P-card data entry specialists, and P-card […]

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Issue Resolved: Don’t change PCard transactions with grant worktags after approval

Known Issue: Changing a PCard transaction that has grant worktags after it’s been approved causes imbalances in revenue and expenses. Estimated Time to Resolution: Resolved. Details: Workday has corrected this problem. PCard transactions can now be updated using the Change option via the approved PCard transaction’s related actions button. The Adjust Accounting option using the related […]

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September reporting update

Here are the reporting updates for the month of September. Human Resources CR COM Positions Missing Compensation This new report helps departments find employees who may not be paid by identifying positions missing current compensation plan assignments. Current Period Activity Pay assignments are also included in the report, to help identify those employees missing compensation […]

Categories: Workday

Update to Expense Report routing

Beginning September 12, Workday delivers the ability to route Expense Reports based on employee positions. When completing an Expense Report for an employee with multiple positions, a new field is available allowing the process initiator to select which position travel relates to. Once a position is indicated, the Expense Report will route to the manager […]

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New receipt scanning feature in Workday Mobile

An upcoming receipt scanning feature in Workday Mobile will make the process of adding receipts to expense reports quicker and easier. Beginning September 10, WSU employees will use a new OCR, or Optical Character Recognition tool, to photograph or upload legible images of receipts to Workday using the mobile app. This new technology scans the […]

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Workday revamps inbox with requested new features

As part of the fall Feature Release on September 10, Workday is making significant updates to the inbox to improve layout and give users more options for organizing and navigating their tasks. New features include: The name of the Workday Inbox changing to “My Tasks” A new inbox-specific search field Filters that are easier to […]

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Updates to Global Navigation display

An upcoming update to the Global Navigation display makes it easier to find and access some features and menus on the Workday home page.  Starting September 10, the Global Navigation icon, located in the upper left-hand corner of the Workday home page, will now feature the word “Menu” to help users locate the icon and […]

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Payroll Prompt changes

On Friday, September 9th, we’ll update prompt labels for the reports listed below: CR PAY Employee Hours for OSHA 300 Reporting CR PAY Payroll Accounting Detail CR PAY Payroll Accounting Journal Details – In Progress Payroll (aka PEARS) Examples of updates include changing “Periods” to “Period” and removing “or leave blank for all”. We are […]

Categories: Workday

Tax 2.0 project moves forward

The Tax 2.0 Project will streamline and simplify how Workday calculates taxes. Work on Tax 2.0 continues, with launch coming in October 2022. Beginning October 1, the requirements for entering and calculating sales and use tax will be simplified. Workday will calculate sales or use tax on the following: Requisitions Purchase Orders Supplier Invoice Requests […]

Categories: Workday