Finance

Two new Adaptive budget versions now available

Two new budget versions are now available in Adaptive Planning. The two new versions are as follows: FY2024 – Amended Finance Budget Budget Amendments from Workday will be reported on the Financial Budget Amendment Sheet FY2024 – Amended Position Budget Position Budget Amendments from Workday will be reported on the Position Budget Sheet Both versions […]

PIs to receive Financial Data View Only role

In partnership with college Finance Officers and Provost leadership, going forward in Workday, faculty who are Principal Investigators (PIs) on active grants will be automatically assigned the Financials Data View Only (FDV) role to enhance their ability to view finance data for their grant and non-grant accounts. WSU provides security roles to faculty to enable […]

Categories: Workday

Verify scheduled hours per week for hourly workers

Scheduled hours per week, which calculates into FTE, should be accurately reflected on each person’s record, for each of their positions, for all faculty and staff, non-permanent scheduled and non-scheduled, as well as, professional hourly and students. While this value already impacts decisions made in Workday, including benefits eligibility, it has recently begun being utilized […]

Categories: Workday

Award setups to include Cost Share budget breakdowns

Coming soon, the Award Setup process will enable the inclusion of cost share budget breakdowns in the Budget Setup tab in MyResearch. The cost share budget information submitted during an award setup will then be automatically included in Workday budgets for grants. This allows for better reporting in Workday on progress toward meeting cost share […]

Issue Resolved: Adaptive Planning Position Budget Sheet Data

Known Issue: An issue with data in the Position Budget Sheet has been reported and a maintenance activity has been scheduled for Friday, 11/17 to fix the issue. Time to Resolution: Resolved Details: A fix was deployed on 11/17 that resolved a data issue in the Position Budget Sheet that was discovered to be the […]

December training materials update

Recent changes include the addition of Procurement Workflows and third party funding for travel, updates to shift differential, and a large array of usability updates. Here are the new and updated training materials and resources for December: General Find The Next Steps in an In-progress Business Process Transaction Submitting Defects, Enhancements, and New Report Requests […]

Categories: Workday

Known Issue: Adaptive Planning Position Budget Sheet Data

Known Issue: An issue with data in the Position Budget Sheet has been reported and a maintenance activity has been scheduled for Friday, 11/17 to fix the issue. Time to Resolution: Friday, 11/17 Details: A data issue in the Position Budget Sheet has been reported and after review was discovered to be the result of […]

Calendar Planning & Best Practices resources

It’s easy to remember the tasks and reports we run every day, but what about those critical events that happen less frequently? We’ve developed resources to help you better plan for the following key HCM and finance events in Workday: Weekly Monthly Quarterly Semesterly Annual Do you know which reports and processes you need to […]

Categories: Workday

Workday Adaptive Grants Forecasting coming January 2024

In August 2023, Modernization and Deloitte announced their collaboration to develop a new grants forecasting tool, called Workday Adaptive Grants Forecasting, for WSU. We are excited to provide the following update, including a planned launch date, for this new resource. Modernization would first like to thank the members of the WSU community who provided valuable […]

November training materials update

Recent changes include functionality updates and new guides for the Elevating Cougs conference, Open Enrollment, Grant information in the Award Header, and usability updates. Here are the new and updated training materials and resources for November: General Find Who Holds Which Workday Support Roles for your Employee Record Paylock Checklist for Departments Security Roles Workday […]

Categories: Workday