Finance

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

October reporting updates

Human Resources CR HCM Faculty without Academic Appointments This new report is available for select academic groups and returns any faculty member without any academic appointment(s). CR ACA Academic Appointees This new report is now available for select groups. It returns academic appointees and all current appointments including tenured and tenure track faculty, non-tenure track faculty, […]

Categories: Workday

Two reports help identify unrecorded bank statement lines

Modernization and the Controller’s Office have worked together to develop two reports to assist in the process of claiming unrecorded bank statement lines. The following reports are now available to departments: CR FIN Unreconciled Bank Statement Lines This report can be used to identify new bank statement lines which have not yet been recorded. This […]

Categories: Workday

October training materials update

Recent changes include functionality updates from September’s Workday Feature Release updates, and PCard approval process enhancements. Here are the new and updated training materials and resources for October: General Workday My Tasks (Inbox) and Notifications How to Access and Navigate the Expenses Hub Finance Procurement Card Transaction Verification Create External Committee Member Grants Create Award […]

Categories: Workday

Workday Success Stories: Workday makes planning easier for WSU departments

From daily tasks to important annual events, Workday enables departments to more easily plan for and conduct activities across all functional areas. Since the launch of Workday, WSU staff and the Modernization team have worked together to determine timelines for Finance and HCM events that occur on a monthly, semester, or yearly basis. Through integrated […]

Categories: Elevating Cougs, Workday

Elevating Cougs for departmental grants staff and PIs: at a glance

Departmental grants administration staff are essential to ensuring the accurate and timely management of millions of grant dollars awarded each year to WSU researchers. Staff and faculty holding roles including Grant Manager and Principal Investigator (PIs) perform a variety of grants-related tasks in Workday including: Costing Allocations Effort Certification Approving transactions and accounting adjustments Using […]

Categories: Elevating Cougs, Workday