NewsLinkprovides news and information about Workday and other Ohio State administrative systems. Updates are collected twice a month, or more frequently as needed, and pushed out to system users by direct email. Bookmark and check this page frequently for the latest information. The next NewsLink email updates are scheduled for Monday, May 17 and Monday, May 31.
Please note: The Ohio State University Wexner Medical Center's purchasing information for employees is available through the MyTools Supply Chain page.
To convert equity most accurately from a Financial Statement perspective and ensure all balances tie back to the college or unit where the current state fund is owned, the decision was made to convert all revenue and expense accounts (non-General Funds Spending Authority (GFSA) and non-Office of Sponsored Programs funds) using owner org. To help translate PeopleSoft data on ledger org instead of owner org to obtain cash balances, an Income Statement and Ledger Org report have been built. The report can be found using Tableau (Tableau access and authentication is required).
Plans for the next phase to include Spend and Revenue Category will be completed by early June and a new version of the report(s) will include this information and will be shared at that time. Please direct any questions regarding the reports to CTL_BusinessProcesses@osu.edu.
The Office of the Controller will be hosting a Finance Office Hours geared towards Cost Center Managers and Accountants on Tuesday, May 25 from 10:30 a.m to noon. Representatives from the Controller’s Office, Office of Financial Planning and Analysis (FP&A), Supply Chain, Payroll and Enterprise Business Services (EBS) will be available to provide updates and answer questions.
Workday will be unavailable due to planned quarterly maintenance on Saturday, May 22, from 2 a.m. to 2 p.m.
Kronos and external dormakaba time clocks will be available, but employees using Workday to clock in and out should enter their hours once Workday is available again. See the full NewsLink article for additional Health System Supply Chain user downtime reminders.
Previously, when users clicked “Save for Later” on the review step of a Miscellaneous Payment Request, the request would incorrectly cancel the event and update the Document Status value to “Draft.” Now, when users select “Save for Later” during the review step, the request updates the Document Status to “In Progress.” Users will then see the business process step as “Saved for Later.”
For colleges and units submitting Internal Service Delivery (ISD) for low dollar amounts, you can now submit under one Internal Service Delivery transaction. The routing has been updated for approval at the line level and not on the ISD total amount, regardless of the number of lines. It’s still recommended to create a single unique ISD for any line amount that’s greater than or equal to $3,000 to ensure the appropriate approval is obtained.
On Thursday, April 29, an issue was discovered where some users received notifications in error related to Supplier Invoice Request cancellations and denials. The users affected were primarily employees with the Health System (HS) and OSU Physicians (OSU-P), as well as campus employees who have security roles allowing them to order for HS or OSU-P.
This issue has been resolved so new notifications should be generated in error.
The Data and Analytics team is offering one-hour Tableau hands-on help sessions. Initial sessions will be held weekly. The agenda for the sessions includes how to request appropriate access, walking through Tableau login steps, how to interact with data sources, how to use common reports, and how to save report filters. Time will also be allotted for an open question and answer period. See the full blog post for the MS Teams session link to join.