News: Workday

  • Report Enhancement: Flexible Payroll Expense Data (Tableau Report)

    Richard Hunter | August 18, 2023
    The "Flexible Payroll Expense Data" report allows users to customize worktags to display when reviewing payroll expenses. As of Monday, August 21, 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 column selections will ...

  • New Reporting on Business Process Approval Times Now Available

    Richard Hunter | August 18, 2023
    As of Monday, August 21, a new series of reports will be available that offer insight into the amount of time transactions spent in pending approval steps during workflow. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders. F...

  • FDM Worktag Reference Guide Updates: Driver and Related Worktags

    Richard Hunter | August 18, 2023
    The downloadable FDM worktag reference guide has been updated to include information on “Driver” and “Related” worktags and how they function. It is highly recommended for related worktags to only be used if that is going to be the associated worktag value 100% of the time. It is important to understand that related worktags will replace any ...

  • Role Pairing Removal for Cost Center Manager and Fund Transfer Approver

    Richard Hunter | August 18, 2023
    As of Tuesday, August 8, the Cost Center Manager role is no longer paired with the Cost Center Fund Transfer Approver role. The Cost Center Director role will continue to be paired with the Cost Center Fund Transfer Approver role. Access will not be automatically removed for existing assignments to Cost Center Manager, but no additional pairing assignments for the CCM will o...

  • New Workday Alerts During Period Close for "Created" and "In Progress" Journals/Fund Transfers 

    Richard Hunter | August 18, 2023
    Starting in September (during August month-end close), initiators and approvers of journals and fund transfers that are in a "created" or "in progress" status on business day 4 will see new Workday alerts/notifications. It is important to take immediate action on these items prior to 4 p.m. on business day 5 to avoid these entries being canceled or moved to the next period. ...

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