Beginning Wednesday, November 20 , users will be required to enter the five required worktags (company, cost center, fund, balancing unit, function) for costing allocations and period activity pay. These worktags must be entered on each row of costing. If you have any questions regarding worktag entry, please reach out to your Cost Center Manager.
The Tableau report "Flexible Payroll Expense Data" has been enhanced with the addition of a new tab titled "Flexible Payroll Actuals- Annual Trend." In this tab users can compare payroll spend data by fiscal year.
The "Find Supplier Invoice Request (SIR) Summary - OSU" report will be enhanced with an additional set of date prompts.
Prompt "Supplier Invoice Request Completed Date on or After" and "Supplier Invoice Request Completed Date on or Before" fields are added which allows users to run the report by when the supplier invoice request completed consistent with other procurement reporting.
Updates were made to Module 1 of the 2 part Internal Order Billing BuckeyeLearn training . These updates reflect invoice workflow changes that were made in May 2024 and provide a better learning format for end users.
A new BuckeyeLearn Curriculum called " The Buying Experience " is now live. This is a 6-module curriculum covering the most used Requisition types for new employees. These can be taken as a full curriculum, or each one can be watched as a stand-alone course.
In preparation for new storage limits coming in June 2025 , OTDI is publishing articles that will help you take steps to reduce the number of emails and files you are storing. This article explains how to use retention tags and policies to manage folders or messages. University Libraries is offering a class to help you learn more on Thursday, Nov. 21. Bits and Bytes: Best Practices and Practical Tips for Managing Electronic Records and Email at OSU will equip you with skills to identify which emails, texts, and chats qualify as records, apply retention tags to streamline storage, create organized filing schemes, use standardized file naming, and access resources for further guidance.
The Office of Technology and Digital Innovation has been on a journey with the Office of Faculty Affairs team within the Office of Academic affairs to revolutionize the way Ohio State faculty members track and showcase their achievements using Interfolio, our Faculty Information Systems (FIS). Interfolio supports faculty throughout their entire lifecycle as they seek grants, submit journal articles, apply for awards, manage promotion and tenure materials, and share their contributions to the university and beyond.
Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.
These fields will still appear on existing reports.
To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the Reporting and Analytics Environment (RAE).
This data source will be updated as new plan lines are loaded in Workday. The Tableau Data Source name is Workday - Adaptive Operating Plan lines. This data source will be available to all Finance users who have access to this folder “Financial Accounting/General Ledger.” See the full post for the listing of data source items being loaded.
