A new monthly Workday notification and email reminder will be sent to individuals with effort certifications pending their approval for 30 or more days.
Earnings units subject to sales tax must ensure a cost center journal is recorded monthly for sales tax payable to Debit 42000 Revenue and Credit 20500 accrued sales tax. This has been added to the Monthly Unit Reconciliation Checklist .
Please enter the journal ID on the sales tax form and submit your sales tax information monthly to salestax@osu.edu .
The Controller’s Office centrally relieves this payable monthly to reflect that sales tax has been remitted to the state.
Cost Center Managers and Service Centers have a responsibility to ensure the appropriate spend category is used on all transactions.
Pay special care to non-catalog requests with items with a useful life of one or more years that are over the greater than $5,000 threshold and ensure an appropriate trackable spend category is used; otherwise, the transaction will not route for registration. The "Spend Categories – FDM Values" report can be run with a filter on "Spend Category is Trackable" to identify trackable spend categories.
It is recommended to run "Find Supplier Invoice Details – OSU" monthly for your CC/CCH with a Line Spend Category Hierarchy of "Non-Trackable" to review for any greater than $5,000 missed items that need to be manually registered.
It is also recommended to run "Find Expense Report Details – OSU" monthly for your CC/CCH to review for any greater than $5,000 missed items that need to be manually registered.
The Workday report "OSU Plan vs Actuals by Cost Center" will be decommissioned on October 9.
Individuals should utilize the report "Plan vs Actuals by Plan Worktag" as the alternative. If you have saved filters for "OSU Plan vs Actuals by Cost Center" they should be moved to the replacement report prior to October 9.
Microsoft has added features to Microsoft 365. Now you can create Shared Channels in Teams for users outside the team, use Bookings on the web instead of via the mobile app and display your work location in Teams and Outlook.
To support training related to upcoming changes in the internal order billing process, the Workday training tenant refresh schedule has been updated. Rather than the usual weekly refresh to update the tenant with a new copy of the live Workday environment, training tenant refreshes have or will occur on several upcoming dates. See full post for details.
A new Aggregate tab default view is now available. The new view: summarizes effort certification events by earnings period in one view, displays rows by Grant and Award Types (sponsor, cost share, Non OSP, Department Funded), and eliminates extra data displayed in the Details tab (for example, less relevant worktags, separate rows for each pay component, etc.).
The implementation of the new Aggregate tab view coincides with the June 2023 - August 2023 certification period published in early September 2023. It is also available for prior certifications but reports already approved do not need to be recertified.
The "Find Spend Authorization Summary – OSU" report has been enhanced with a new additional field in the report output. New field name is “In Progress Linked Expense Reports.”
There are two linked fields in the report “Draft Linked Expense Reports” and “In Progress Linked Expense Reports.” Both will be populated in the report when the expense report status is “Draft” or “In Progress.” These two fields can be used when reviewing Spend Authorizations that can be closed and are no longer needed.
National Payroll Week 2023 begins on Monday, September 4 . Take a moment to give some thanks to our colleagues in Payroll Services in honor of National Payroll Week. Our Payroll friends ensure you receive your paycheck accurately and on-time, every time.
You say you’ve never heard of this holiday? Beginning in 1996, the American Payroll Association (APA) founded National Payroll Week to coincide with the celebration of Labor Day. We've given a NewsLink shout out to National Payroll Week for many years as a way to give thanks while adding some variety to the usual deadline and system change information shared .
Did you know that through payroll withholding, America’s workforce and our payroll professionals contribute, collect and report 70% of the annual revenue of the U.S. Treasury, amounting to roughly $2.4 trillion per year ? See the full article to learn more and even enjoy the NPW theme song !
