Reporting

February reporting updates

Here are the reporting updates for the month of February. Finance CR FIN Position Budget Lines by Worktag  We’ve updated this report to show a position’s hourly rate (if hourly) or annualized base pay (prorated for FTE/position term if salaried). Note: The rate or base pay could appear multiple times if the position is on […]

Categories: Workday

February training materials update

Recent changes include usability updates, process updates, new reports, and addition of helpful information. Here are the new and updated training materials and resources for February: General User Information Delegation Finance Create Supplier Request Create Request for Supplier Change Create Supplier Invoice Request Create, Approve, Change, or Close a Spend Authorization Create, Approve, Change, or […]

Categories: Workday

Known Issue: January 2022 ledger period inadvertently opened

Known Issue: Modernization was recently made aware of an accounting issue which occurred during normal monthly ledger period status updates. The Controller’s Office and Modernization are currently investigating to identify impacted transactions. Time to Resolution: February 5, 2023 Details: During normal monthly ledger period status updates, the January 2022 ledger period was inadvertently opened, allowing […]

Categories: Workday

January reporting updates

Here are the reporting updates for the month of January. Report Modifications Human Resources CR HCM Employee Snapshot We’ve added a new column, Primary Work Email. CR ACA Named Professorships  This report lists Named Professorships, any related Gift, and details for the Gift. It is now available. Finance CR PRO Find Credit Card Transactions This […]

Categories: Uncategorized

New grant reference guides for PIs

We’ve collaborated with the Voiland College of Engineering and Architecture to create a series of new grants reference guides for Principal Investigators (PIs). The following reference guides are now available to assist PIs in performing grant-related tasks: View Grant Available Balances in Workday View Grant Expenses for the Prior Month in Workday Scheduling a Report […]

Categories: Workday

New spend categories and validations for stipends

New spend categories have been created in an effort to improve 1099 tax reporting capability and ensure allowable funding on stipends. These categories are currently in effect. In addition, validations preventing incorrect funding moving forward will become effective February 1, 2023. Below are the new spend categories, uses, and taxability: Spend Category Description Allowable Funds […]

Categories: Uncategorized

January training materials update

Recent changes include new HCM, Finance and Grants guides; minimum wage impacts to compensation ranges and steps; new spend categories; updated screenshots and terminology and usability updates. Here are the new and updated training materials and resources for January: General User Information Workday Glossary Workday My Tasks (Inbox) and Notifications View and Print W-2 Year […]

Categories: Workday

December reporting updates

Here are the reporting updates for the month of December. Report Modifications Human Resources CR COM OTP Recruitment Incentives This report lists employees who have received one-time payments for referral or hiring incentives. It is available to a variety of roles including HR Partner and Manager. CR REC Referrals This report lists referred candidates in […]

Categories: Uncategorized