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 […]
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 […]
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 […]
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 […]
Recent changes include updates to Academic Appointments, graduate assistantships, HR Person Types, and usability updates. Here are the new and updated training materials and resources for September: Finance Custom Object for Gifts – Associated Pooled Gift ID Mass Close Spend Authorizations HCM Add an Academic Appointment Update an Academic Appointment Graduate Position and Compensation – […]
Since the launch of Workday, a growing number of Principal Investigators (PIs) at WSU have begun to use reports to support their grants management activities. As of September 2023, at least 100 PIs at WSU run their own reports in Workday, often several times per month. This represents about 8% of all PIs at WSU. […]
With support from the Grants Reporting Workgroup, Modernization has created a new integration that posts a nightly update to the obligations ledger, automatically encumbering the available balance in object 14 Award Restrictions. These are funds that are held in a restricted category either because they are going to be awarded to a subrecipient, or because […]
Human Resources CR ACA Tenured Faculty This report is now available and provides details for faculty who have successfully achieved tenured status. CR ACA Emerit Faculty This report is now available and provides details for retired faculty who are granted emeritus status. CR HCM Employee Snapshot Vesting Date has been added to this report. Please […]
Here’s the new and updated reports for the month of August. Human Resources CR ACA Tenure Track Faculty This report is now available and contains details for faculty with tenure track appointments. Finance CR FIN Find Customer Contracts and CR PRO Find Supplier Contracts We’ve added addresses for supplier, bill-to customer, and/or ship-to customer to […]
Recent changes include new reference guides for Procurement Concepts, Banking Services, updates to Academics in HCM, Security Roles, Salary Over the Cap and PAP, and usability updates. Here are the new and updated training materials and resources for August: General Security Roles How can I find my payslips and tax documents from before Workday launch? […]