January reporting updates

Below are the new and updated reports for the month of January.

Human Resources

  • CR TTK Monthly Time and Time Off Summary
    • Monthly hour limits for 2024 have been set in this report.
  • CR HCM Unpaid Positions with Fixed Term Dates
    • This new report provides unpaid positions in a selected date range, and includes fix term end dates, if applicable.
  • Dashboard BEN Benefits Partner
    • We’ve added CR BEN Events with Benefits Partner Details to the report menu list under section Benefit Audit Reports.

Finance

  • CR PRO Find Supplier Invoices
    • This report was updated to include new prompts for Accounting Date and Payment Date.
    • Accounting Date was added as a column to the right of the Invoice Date.
  • CR PRO Find Suppliers
    • We’ve added a new column to this report displaying State Agency Number.
  • CR REF Spend Categories
    • We identified and resolved an issue causing IRS 1099 Category of “Box 1: Nonemployee compensation” to be incorrectly displayed as an IRS 1099-MISC Category, instead of an IRS 1099-NEC Category.
    • This report was updated to properly show “Box 1: Nonemployee compensation” as an IRS 1099-NEC Category.
  • CR FIN Find Position Budgets and Amendments for Organization
    • This new report replaces CR FIN Position Budget Lines by Worktag.
    • The checkbox prompt Show Plan Entry Lines? can be toggled off/on to show/hide plan entry line detail (originally available in CR FIN Position Budget Lines by Worktag).
      • The report CR FIN Position Budget Lines by Worktag, will be retired on 2/4/24
  • CR FIN Sources and Uses Summary
    • We’ve fixed a bug causing non-expense ledger accounts to be included in the Budget column. These budget lines have been removed.

Grants

  • Dashboard GRA Grants Administrator
    • On this dashboard, we’ve formatted the Expiring Costing Allocations’ worklet percentage to be a percentage and not a number (ex: .05 is now displayed as 5%).
  • CR GRA SPS Effort Certification Status with Created Date
    • This new report is now available and can be used to find Effort Certifications for a specific period based on date prompts.
  • Updates have been made to the following grant reports to include cost share budget breakdowns. This follows process changes to begin entering cost share budgets on new award setups in Workday. Please share feedback and suggested changes through the Workday service desk. 
    • CR GRA SPS Award Cost Share Monitoring Summary
      CR GRA Award Lines Budget to Actuals Summary
      CR GRA Award Lines Financial Summary
      CR GRA PI Award Budget to Actuals Summary
      CR GRA PI Award Cost Share Summary
      CR GRA SPS Award Budget to Actuals Summary
      CR GRA SPS Award Cost Share Summary

Payroll

  • CR PAY All Current and Future Worker Costing Allocations with Current Organizational Defaults
    • We’ve added prompts for positions’ employee type and Supervisory Organization to this report.

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