By now, we all have had time to familiarize ourselves with CarmenZoom. While we have all surely had a meeting or two on the platform, many students and staff alike are unaware of the continually improving accessibility features offered through Zoom. Let’s take some time to dive a bit deeper into...
Managers play an important role in guiding new employees as they pursue successful and fulfilling Ohio State careers. There are many resources managers can leverage to welcome and transition new team members. Personalize a welcome message in Workday and make sure the new employee completes important onboarding tasks. Additionally, guides are available to identify important steps to complete at various points in the new employee’s onboarding. More information is available on the HR website .
Be sure to share this information with managers in your college or unit.
The Flexible Payroll Expense Data report allows users to customize worktags for payroll expenses. The tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all the column selections will appear above the column’s headings and will remain displayed. Attend the August 2023 Office Hours for a demo of the enhanced view. In addition, check out the full NewsLink post to see a visual comparison of the old and new report interface.
A new series of reports will soon be released to provide approval times for each approval step on various transaction types. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders.
For each transaction type, two different report styles will be available. The " Detail " reports will provide the amount of time the transaction spent pending approval from each approval step in the workflow, as well as the approving workers for each transaction. The " Summary " reports will provide a high level overview of the average approval times for each approval step per cost center hierarchy. These Summary reports will also be placed on a dashboard so that all of the reports can be housed in one location.
Look for a forthcoming Newslink article to be published once the reports are released.
Three new reports are available in Workday that are based on existing reports, but are configured to allow for trending and comparison of financial information on a monthly and annual basis. See a description of each new report below.
Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending:
This report is configured to provide income statement activity by month for a specific Fiscal Year based on the Fiscal Year for the period selected in the report prompt. The report will return a new set of "Sources and Uses" columns for each month/period in the Fiscal Year that was selected.
Equity Balances by Balancing/Carry Forward Worktags - Annual Trending:
This report is configured to provide three years of income statement activity in the style of the Equity Balances reporting suite. The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.
Sources and Uses - Annual Trending:
This report is configured to provide three years of income statement activity in the style of the Sources and Uses suite. The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.
New tips and tricks information on the Requisitions process has been added to the Business and Finance website . This provides users with an overview of the business process and a crosswalk to additional resources.
The previously reported issue related to Miscellaneous Payment Requests has been corrected. To recap, The Enterprise Business Solutions (EBS) team received reports from Accounts Payable of a high volume of Manual Send Backs, automated by Workday, when certain attributes were updated on the Payee record, while Miscellaneous Payment Requests were "In Progress."
Workday no longer sends back the requests unless the Payee address or bank account information is updated.
As always, we appreciate the Ohio State Workday user community's patience as we worked to resolve this issue.
Our warehouses have thousands of items including beverages, breakroom supplies, buffers, chemicals, copy paper, gas cylinders, gloves, lab supplies, nitrile, office products and OSU branded items.
Read the full post for instructions on performing a quick and effective search of Ohio State Stores products available to order through Workday.
The OTDI team works regularly to enhance IT services at the university. One of the most recent enhancements includes moving to a new policy for Microsoft 365. This new policy will allow faculty, staff, and students to...
Many within the university community are still trying to adapt to the sharing and collaboration features in Microsoft 365. To help everyone to feel comfortable enough with these tools to fully take advantage of them, the university has been offering training sessions over the last few years to...
