Reporting

2024 Fiscal Year End memos, dates, and resources

2024 Fiscal Year End cutoff dates and memos are now available on the General Accounting website. Modernization has also created a reference guide which includes relevant reference guides and helpful reports for fiscal year end actions and reporting needs in Workday. Explore the guide here. These resources were previously distributed to the Controller’s Office listserv. To […]

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Improved PI Dashboard now live

Improvements to the existing PI Dashboard, “Dashboard GRA Principal Investigator,” are now live. These improvements are in response to Principal Investigator (PI) and Area Finance Officers (AFO) feedback regarding the need for faculty to be able to view state account and grant balances in a single convenient location. Learn more about these changes here. Principal […]

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May training materials update

Recent changes include updates to Time and Leave guides for the new Absence Calendar experience and to Academics and Staffing guides for the new Contract Length field. Here are the new and updated training materials and resources for May: HCM Add or End Additional Job Add an Academic Appointment Change Job (Employee or Contingent Worker) […]

Categories: Workday

May reporting updates

Below are the new and updated reports for the month of May. Human Resources CR TTK Hourly Employee Hours and Estimated Cost This report has been updated to include sick leave hours, estimated cost of sick leave hours, and total columns for hours and estimated cost of total hours. CR REC Recruitment New fields were […]

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Training for new PI grants dashboard available May 30

Principle Investigators (PIs) are encouraged to attend a training session to learn more about using the improved PI dashboard, “Dashboard GRA Principal Investigator,” which will launch in late May. Learn more about the upcoming changes to the dashboard here. PIs can now register for the session, which will take place May 30 at 11 a.m., […]

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April reporting updates

Below are the new and updated reports for the month of April. Human Resources CR TTK Time Block Time Entry Tags We’ve added a new column, “Time Block Calculations,” to this report.  CR HCM Faculty without Academic Appointments A new column was added indicating Area. CR HCM Workers with Telework This new report enables users […]

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April training materials update

Recent changes include updates following March’s Feature Release (link to Feature Release Hub), a new guide for viewing your compensation, additions to the Employee Performance Reviews, Create PAA, My Tasks, and Grants Management guides. Here are the new and updated training materials and resources for April: General Tools and Navigation View Your Compensation in the […]

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March reporting updates

Below are the new and updated reports for the month of March. Finance CR PRO Find Purchase Orders A column for Due Date was added to this report, appearing after Document Date. CR FIN Sources and Uses with Last Year Summary This new report displays two years of data by using the values from the […]

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Year over Year Financial Comparison Reports now available

We’ve expanded on the most frequently run report in Workday, CR FIN Sources and Uses Summary, and introduced two new financial reports that allow you to compare financial data to past periods. Both reports function like the existing Sources and Uses report, with the addition of data from previous years based on the Period and […]

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March training materials update

Recent changes include expanded information for recording time worked on holidays, new Payment and 1099 guides for Central units, new Employee Types guide, Grants management updates, and a new Faculty Audit report. Here are the new and updated training materials and resources for March: General Finance Create a 1099 Run Create a Corrected 1099 Run […]

Categories: Workday