Finance

Adaptive Planning project in phase 2

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 […]

Categories: Workday

New request process for Edit Asset

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 […]

Categories: Workday

Changes in Workday to support 11-hour travel rule

This month, we implemented a new Workday enhancement to ensure compliance with the IRS 11-hour travel rule, which impacts reimbursements for meals during non-overnight, single-day travel. Employees who are in travel status for fewer than 11 hours during a single-day trip will not receive reimbursement for meals. Reimbursements for employees travelling over 11 hours are […]

Categories: Workday

Issue Resolved: Reports unable to download from Workday

Known Issue: Workday is no longer experiencing issues preventing exporting reports to Excel. Estimated Time to Resolution: This issue is resolved. Some instability may continue throughout the afternoon. Workday and WSU will continue to monitor the situation. Details: As reported earlier, custom reports (any report beginning with “CR”) were unavailable to download as Excel files […]

Categories: Workday

Position Budget launches in Workday

Position Budget launched in Workday today. Thank you to everyone who helped test, share feedback, and provide data to make position budgeting in Workday a reality! Here are 2 new reference guides to help set up and maintain position budget: Create Position Budget Create Position Budget Amendment Space is still available in the training session […]

Categories: Adaptive Planning

New MyResearch integration reduces administrative burden

A new integration between Workday and MyResearch, which launches July 12, will reduce administrative burden for WSU staff involved in grant management, including departments. This new integration will make award setups more efficient, letting WSU researchers focus more on research. This integration provides a single point of intake for grant information, reducing the confusion and […]

Categories: Workday

Tax improvement projects begin this summer

A series of 3 tax improvement projects are coming up, improving how taxes are handled in Workday. These projects will simplify many processes involving taxes, including how they’re calculated and reported. The following updates will launch in Workday in late 2023: Tax 2.0, a series of improvements to how taxes are calculated in Workday A […]

Categories: Workday

Purchasing Services to close old purchase orders

Purchasing Services will mass close all purchase orders (POs) older than July 1, 2021, in Workday. This action will help clean up budgets, receipt accrual expenditures, and obligations. This will happen by June 30, 2022. Some purchase orders migrated from legacy did not get closed out, and there are large dollar amounts connected with these […]

Categories: Workday

Processing error correction

The month of February was inadvertently opened in the month of May due to a processing error. This resulted in a handful of departmental transactions posting in February that should have posted in May. You might see in and out entries to correct the transactions when you are reviewing reports. This is where we reversed […]

Categories: Workday

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., […]

Categories: Workday