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 […]
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 […]
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 […]
Adaptive Planning is a budget tracking and planning tool that integrates with Workday. It will enable us to forecast budget models and make smarter decisions based on real-time data. We’re currently in Phase 2, working on bringing Adaptive Planning online for the project team, and testing the integrations and data between Adaptive Planning and Workday. […]
If requesting a one-time payment that is a gross-up, you must have this submitted and approved on or before the last day of the pay period in which it is to be paid. If you request a one-time payment gross-up in a retro period, or if the one-time payment gross-up is not approved on or […]
We’ve made a couple changes to how different Workday security roles interact with the Complete Federal Withholding Elections process to streamline cancellations and reduce confusion. Employees can now cancel this process on their own When a new employee onboards, they are prompted to complete their federal withholding elections. The employee can now cancel this business […]
The My Custom Report Library app enables employees to easily view a list of the custom reports to which they have access. Nearly 20 categories of custom reports spanning finance, HR, grants management, and payroll can be accessed within the My Custom Report Library. Employees who run reports related to financial worktag data will find […]
Position Budget launched in Workday on July 15. Employees who missed the live training sessions, or who wish to review training and support materials, can find them below: Reference guides: Create Position Budget Create Position Budget Amendment Recorded training and course presentation: Position Budgeting in Workday training As a reminder, here are the Workday reports […]
Adaptive Planning is a budget tracking and planning tool that integrates with Workday, helping to forecast budget models and make smarter decisions based on real-time data. The first phase of Adaptive Planning included the launch of Position Budget. You can read more about Position Budget, and find training and resources, here. Phase 2 of the […]
We are updating the process to edit assets in workday to ensure accurate auditing. Currently, users holding the Workday security role Business Asset Tracking Specialist can directly edit assets. We’ve discovered that it is possible for assets to move from one coordinating cost center to another without the Property Team knowing. This negatively impacts the […]