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Highly anticipated finance reports coming to Workday

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 […]

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Effort to clean up outstanding actions in Workday

You may notice the canceling or advancing of actions on processes in Workday. Thousands of old processes appear to be stuck at one step or another and are causing a backlog. Actions that appear unneeded, such as onboarding events for terminated workers, or pending hires for individuals that have already been hired through a different […]

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Spring Feature Release brings Workday updates

The next Feature Release will take place over the weekend of March 11 and 12. This is Workday’s first of 2 bi-annual updates for 2022. Here are some things you can expect after the update: VISIBILITY IMPROVEMENTS FOR BUTTONS, CHECK BOXES, AND RADIO BUTTONS Radio buttons and check boxes: A bolder outline makes these easier to see, […]

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Issue Update: Workday Knowledge Base search restrictions

Known Issue: Not all users are able to see all search results when searching the Workday Knowledge Base. Because of this, we have removed the search bar. All users can still search for all Workday materials by using the search field on the Workday Service Desk. Estimated Time to Resolution: Unknown. Details: As reported previously, some users cannot see all […]

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New Supplier Invoice split screen feature

Try out a new split screen feature when you edit or view a supplier invoice or invoice adjustment that contains an attachment. This new feature enables users to: Add an attachment to an invoice in progress and save it, then view the attachment on the split screen. Expand or collapse an attachment. Flip through the […]

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Enhancements made to contract request process in Workday

We’ve made a new field available to support the contract request process. For those who initiate contract requests or need to report on contracts, the Resolution Details field provides additional information about the progress of the request (e.g., Contract number assigned-work in progress, Accepted for Bid or RFP, Requisition requested, etc.). Prior to this change, only limited […]

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New process to record expense recoveries on grants

We’ve implemented a new process to record expense recoveries on grants in Workday (for example, when we receive a refund from a supplier). This new process takes advantage of new Workday functionality for supplier refunds. Record Cash Sale will no longer work to record expense recoveries on grants. This is because when the standard Record […]

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New gift resources

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 […]

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Effort certification demo on June 3

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. […]

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New Gift Fee account

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 […]

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