Principal Investigators (PIs) can easily access balance information for state accounts, grants and more in Workday by using Dashboard GRA Principal Investigator. Dashboard GRA Principal Investigator brings together data on your Grants, Programs and Gifts to help PIs access balances, who is being paid on their accounts, and other helpful links and information. To get […]
The management of personnel and financial data in Workday involves not only the timely entry and upkeep of current data, but also the regular review and cleaning of unused and empty data sets. Reasons for this regular maintenance of Workday data include impacts to WSU’s business operations, state and federal compliance, and strategic initiatives. This […]
Below are the new and updated reports for the month of July: Finance CR FIN Find Expense Reports Two additional columns were added to this report: one used by Central AP, and the other a “Last Updated” timestamp. CR PRO Find Requisitions The report status field now defaults to the relevant requisition status options. Default […]
As of June 28, Dashboard GRA SPS Award Budget to Actuals and Dashboard GRA PI Award Budget to Actuals have been combined into Dashboard GRA Award Budget to Actuals. This dashboard is the first to be combined in a new effort to consolidate Sponsored Programs Services (SPS) and Principal Investigator (PI) versions of Workday reports. […]
Dashboard GRA Principal Investigator has generated around triple the typical usage of its predecessor since it’s launch 8 weeks ago, following the implementation of a variety of new worklets intended to better meet the needs of research faculty. Learn more about these changes here. The previous version of the dashboard for Principal Investigators (PIs) saw average […]
To improve user experience, the CR PRO Find Requisitions report status field now defaults to the relevant requisition status options. Default statuses will appear in the Status search bar in gray. Select the X icon next to the status to remove any default status options. Questions? Reach out via the Workday Service Desk.
Recent changes include the next phase of usability and accessibility improvements, a new HCM guide, updates related to the addition of Quick Tips to select Workday processes, and various process updates. Here are the new and updated training materials and resources for July: General Complete Payment Elections for Direct Deposit Modify Personal Information Finance Create, […]
Below are the new and updated reports for the month of June. Finance CR ROL Cost Center Hierarchy Role Assignments This new report shows finance roles that are inherited or assigned at the CCH level. CR FIN Financial Related Worktags We’ve enhanced this report to allow users to prompt for Related Fee Assessments. The report […]
Modernization and University Accounting have partnered on a project to reorganize ledger accounts in Workday into Ledger Account Summaries that better align with reporting needs for financial statements. Ledger Account Summaries roll up select accounts from the Washington State University Chart of Accounts into groups for financial statement reporting. To accompany these updates, we’ve created […]
In a continued effort to improve access to grant information within Workday, two new reports are now included on the Grant Composite View. These reports provide a faster way get from a grant worktag to an associated award, and help users locate key grant details and view budget balances when reviewing transactions. Users can navigate […]