Reporting

FY23 year end memos memos and cutoff dates available

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 […]

Categories: Workday

Modernization launches new Grants Reporting Workgroup

Modernization has partnered with grants management experts from across WSU to form a workgroup, focused on improving grants reports. The new Grants Reporting Workgroup launched in early May, and began by providing feedback and offering suggestions to improve the performance and usability on select grants reports frequently run by departments. Modernization is excited to share […]

Categories: Workday

New report helps departments reconcile supplier payment info

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 […]

Categories: Workday

May reporting updates

Here are the reporting updates for the month of May. Human Resources CR ACA Academic Tenure Units We’ve added a prompt for Academic Track Type to this report. Columns counting tenured and tenure track appointments have also been added. CR HCM Employee Snapshot We’ve recently found that terminated workers weren’t being returned for the chosen Snapshot […]

Categories: Workday

May training materials update

Recent changes include instructions for new request types and service desk tickets, information about Holiday credits for nonpermanent employees, Adaptive Planning access, new Workday Concepts guides, and usability updates. Here are the new and updated training materials and resources for May: General Security Requests Workday Security Concepts: How it Works and How to Request Security […]

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Extended finance hierarchy numbering format in effect

The recent creation of a new cost center capped WSU at the current numbering structure limits for this hierarchy.  As a result, we’re renumbering the program hierarchy to accommodate continued growth, while also enhancing the coding to connect with related cost centers. The new structure includes “PGH” followed by 5 numbers. In this structure, the […]

Categories: Workday

April reporting update

Here are the reporting updates for the month of April. Human Resources CR COM One-Time Payments This new report returns One-Time Payments with a scheduled payment date in the prompted date range. CR HCM Mail Stop We’ve added prompts for “Supervisory Organization” and a checkbox for “Include Subordinate Organizations” to this report. These new prompts allow […]

Categories: Workday

Updates to View Time Off Balances guide

We’ve updated the View Time Off Balances reference guide to include two new reports, Worker Time off Balances, and My Time Off Balances Details. These reports provide specific details about time off balances and possible upcoming forfeiture of time off. The Worker Time Off Balances report may be used by department administrators to receive time […]

Categories: Workday

New report provides information on Named Professorships

We’ve developed a new report, titled CR ACA Named Professorship, which is now available for selected roles. Faculty may be awarded an Academic Appointment called a Named Professorship. This new report provides information about the status of Named Professorship positions in your area. Learn how to use this report by reviewing this new reference guide […]

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Helpful Tips for Reorganizations in Workday

In response to community feedback, we’ve developed a new reference guide with helpful information about what to expect when performing a financial or supervisory reorganization in Workday. The new guide covers considerations that should be taken for finance, human resources (HCM), security, and reporting, as well as links to other guides that may be helpful […]

Categories: Workday