Recent changes include new guides for updating employee profiles, time and absence, security, Adaptive Planning workflows, and usability updates. Here are the new and updated training materials and resources for May: General What Can an Employee as Self Do in Workday? Workday Glossary Finance 1099 Miscellaneous Adjustments Audit Access for Pcard and CTA Create a […]
Cost Center Managers and Grant Managers are highly encouraged to attend Salary Over the Cap training on Thursday, July 15, from 9-10 a.m. Registration is now available in Percipio. This training covers how to enter and update Costing Allocations for employees with an Institutional Base Salary (IBS) rate exceeding the current DHHS Salary Cap […]
We’ve created a new reference guide with instructions for processing Workflow in Adaptive Planning by submitting and approving sheets for various level owners. View the guide here. This guide is for designated users of Adaptive Planning, a budget tracking and planning tool that integrates with Workday. WSU implemented Adaptive Planning in April 2023. Learn more. […]
Payroll and Modernization are partnering together to hold a Costing Allocations Q&A session Wednesday, June 14, 2023 from 10-11 a.m. Those with Costing Allocation questions who are interested in attending are encouraged to register via Percipio. During this session, we’ll cover: Costing Allocation Hierarchy Tips/Tricks for Costing Allocations Common Costing Allocation Mistakes Salary Over the […]
This summer, we’re excited to begin offering Optimization Consultations, a new opportunity for areas to connect with the Modernization team to maximize their use of Workday. If your area has been struggling with a specific function, or if you simply want to find ways to be more efficient in how you use Workday, Optimization Consultations […]
We’ve created a new guide highlighting three reports helpful for locating business documents in Workday, which may assist in preparing for fiscal year end. CR PRO Find Spend Authorizations, CR PRO Find Requisitions, and CR PRO Find Purchase Orders allow areas, departments, and unit administrators to find any Spend Authorization, Requisition, or Purchase Order using a […]
2023 fiscal year end cutoff dates and memos are now available on the General Accounting website. Modernization has also created a new reference guide highlighting reports helpful for locating business documents in Workday during fiscal year end. Learn more here. These resources were previously distributed to the Controller’s Office listserv. Questions regarding these memos and […]
Since the launch of Workday in 2020, we’ve been keeping track of the ways our new system has changed how we work at WSU. As a testament to the hard work and perseverance of WSU staff and faculty, we are excited to launch a new series, Workday Success Stories. These stories highlight the measurable improvements […]
On March 1, we released an update to the Financial Data View Only role. This update ensured the appropriate protection of sensitive banking information. As a follow-up to that update, we are sharing the following report to aid in reconciling supplier payment information. Departments may use the custom report CR PRO Supplier Invoice Payments, which can […]
Adaptive Planning launched successfully on April 6, allowing the WSU community to better forecast budget models and make smarter decisions based on real-time data. While the project is winding down, resources are still available to Adaptive users to learn more about this exciting new tool. If you’re an Adaptive User, you can review recorded trainings […]