Beginning with go-live on January 7, all new project requests (capital or non-capital) will take place in the Adaptive Planning module of Workday. The Project Request link on the Facilities Operations and Development (FOD) website will direct users to the Adaptive Planning login. Any capital/non-capital project request submitted before January 7, 2021 that did not have a project budget estimate approved by November 23, 2020 will need to be re-entered in Workday Adaptive Planning. Anyone with questions should contact Cyndi Fout ( fout.9@osu.edu ).
The Reports and Report Crosswalk job aid is now available in the Administrative Resource Center (ARC). This document provides a listing of reports available in Workday and Tableau that will be of interest to college and unit fiscal staff, leaders, and managers. It also provides a crosswalk between legacy reports and Workday/Tableau reports.
PeopleSoft Finance (FNOSU) will only be available to a designated group of general ledger users starting Friday, January 1, 2021. From January 1 until June 30, 2021 all current PeopleSoft Finance users will have access to a non-production database for inquiries.
To access these databases beginning January 1, please go to the Key PeopleSoft Superlogin page: http://go.osu.edu/pslinks
For the designated GL Users click on FNOSU For Inquiry access click on FN8QAD
The online Workday Calendar , provided by the Enterprise Project, shares a full listing of deadlines and system freeze dates as part of the move to Workday. Below is a listing of deadlines highlights happening from December 29 through January 8, 2021.
December 29:
Last day for units to approve eRequests to reallocate credit card charges
December 30:
Last day to approve pending requisitions and purchase orders Last day to approve manual invoices Last day to submit bill-only requisitions Last day to resolve match exceptions
December 31:
Last Day for access to production PeopleSoft (except for users performing GL close activity) Last day to make deposits in PeopleSoft Last day for central finance users to update PeopleSoft assets Last day for AR to collections cutoff in SIS Last day to approve procurement, travel, expense cost transfers Last day to approve expense transfers (Grants)
January 2:
Last day to submit and approve time in eTimesheet
January 3:
Workday HR and Payroll go-live
January 4:
Final bank statement loaded to SunGard for 12/31 statement Last day to submit OBA Last day for "prepaid" in PeopleSoft for FY21 Period 6 ("utilization", needed to stop sponsor billing)
January 5:
Last day to submit IDB
January 7:
Workday Finance and Supply Chain go live
January 8:
Last day for users to access PeopleSoft Finance (Except for Central Users performing final FY21 Period 6 Close Activities) and eMaterials
This is a reminder that reports will be available at go-live on January 7, but will not be applicable for Year to Date/Life to Date reporting until all historical data loads are complete. Grants historical data will be available January 20 and GL data through December 2020 will be available January 25.
The online Workday Calendar , provided by the Enterprise Project, shares a full listing of deadlines and system freeze dates as part of the move to Workday. Below is a listing of deadlines highlights happening through January 2021.
December 14:
Last day to submit eRequests (including eStores orders and reimbursements)
December 16:
Last day to submit manual invoices to Accounts Payable
December 17:
Last day for college/VP unit approval of eRequests
December 20:
Last day to use existing pre-printed envelopes with chartfield bar codes (UniPrint has stopped accepting orders for pre-printed envelopes)
December 21:
Last day for campus Service Centers to process eStores orders Last day for PREP payment entry Last day for one-time vendor adds for refunds through PREP New Metered Mail Request form using the worktag format will be available and required
December 29:
Last day for units to approve eRequests to reallocate credit card charges
December 30:
Last day to approve pending requisitions and purchase orders Last day to approve manual invoices Last day to submit bill-only requisitions Last day to resolve match exceptions
December 31:
Last Day for access to production PeopleSoft (except for users performing GL close activity) Last day to make deposits in PeopleSoft Last day for central finance users to update PeopleSoft assets Last day for AR to collections cutoff in SIS Last day to approve procurement, travel, expense cost transfers Last day to approve expense transfers (Grants)
January 2:
Last day to submit and approve time in eTimesheet
January 3:
Workday HR and Payroll go live
January 4:
Final bank statement loaded to SunGard for 12/31 statement Last day to submit OBA Last day for "prepaid" in PeopleSoft for FY21 Period 6 ("utilization," needed to stop sponsor billing)
January 5:
Last day to submit IDB
January 8:
Last day for users to access PeopleSoft Finance (Except for Central Users performing final FY21 Period 6 Close Activities) and eMaterials
As of Saturday, December 12, the PeopleSoft HR system is no longer available for employees to create transactions. However, HR professionals who have a non-employee self-service security role for PeopleSoft will continue to have view-only access until June 30, 2021.
Additionally, a few individuals in HR Connection and Payroll Services will maintain PeopleSoft HR production access for the purpose of performing year-end and exception processing. If you have been identified as someone who will maintain this access, you have been notified separately.
To access HR Peoplesoft AFTER 12/12, please visit the PeopleSoft Superlogin page at go.osu.edu/pslinks
For view-only access (all HR Professionals with a non-employee self-service security role) click the HRPAY link. For limited production access (targeted group of HR and Payroll professionals) click the HROSU link.
The online Workday Calendar , provided by the Enterprise Project, shares a full listing of deadlines and system freeze dates as part of the move to Workday. Below is a listing of deadlines happening during December.
December 1:
HR Action and Green Action become read only Position Control System (PCS) becomes read only
December 4:
Last Day for Employees to submit a life event change in Employee Self Service Last Day for benefits enrollment and changes in Employee Self Service
December 6:
Last day for applicants to apply to job postings in PeopleSoft and PeopleAdmin
December 7:
Last day for employees to submit eTravel (Campus, Health System)
December 10:
Last day to key Department Budget Table (DBT) updates in PeopleSoft Last day to complete recruiting activities in PeopleSoft Last day to process a hire in PeopleSoft (employee start date no later than 1/31/2021) Last day to enter Direct Retro Distributions (DRDs) in PeopleSoft
December 11:
Last day to access Employee Self Service Last day for units to approve eTravel (Campus, Health System) PeopleSoft HR unavailable to faculty and staff Last day to amend OSP awards in PeopleSoft Last day to enter new gifts in PeopleSoft Last day for units to approve travel request in eTravel for submission to service center Last day to submit personal information changes in Employee Self Service
Deccember 14:
Last day to submit eRequests (including eStores orders and reimbursements)
December 16:
Last day to submit manual invoices to accounts payable
December 17:
Last day for college/VP unit approval of eRequests
Effective November 18, the AMEX card was retired for use with sponsored projects by principal investigators. A replacement option is available through the PCard Program. Apply now for a new OSP PCard for use beginning December 28.
For the interim, an eRequest for a purchase order can be submitted for purchases through December 14. If emergency purchases are needed after December 14 and before January 7, contact Office of Sponsored Programs (Purchasing) .
