In order to meet a business need for entering future dated Period Activity Pay involving grants, Enterprise Business Solutions (EBS) recently resolved an issue related to a hard stop that occurred when end users entered expired grants on future dated Period Activity Pay.
The removal of the hard stop for expired grants will enable end users to create Period Activity Pay for dates through which they anticipate the grant will be extended. In cases where grants are not extended by the first payroll or through the tuition payment date for the Period Activity Pay, the default organization assignment worktags for the period where the grant is expired will be used.
The "Equity Balances by Balancing/Carry Forward Worktags - Summary" report has been created as a simplified version of the "Equity Balances by Balancing/Carry Forward Worktags" report. It is intended as a high-level analysis for department leaders to run and it provides available balances by unique worktags combinations. The report provides basic information about beginning balances, transfers, revenue, expenses, and encumbrances with a remaining balance available. The report also has very few prompts which cater to a simplified user experience.
The report will be migrated to production during the week of March 20.
Several new fields will be added to the "New Hires, Additional Job and Change Job by Organizations" report. The new fields to be added will display a worker’s current base pay, annualized current base pay, and annualized proposed base pay. These fields are being added to allow for more analysis of current pay vs. proposed pay as well as to offer more visibility of annual pay for nonexempt workers.
Dates are extremely important for processing and reporting on transactions. Please use special care when entering and approving transactions to ensure use of the correct dates. A new "Transaction Dates in Workday that Drive Accounting" guide is available in the Administrative Resource Center (ARC). This document outlines which transaction dates drive operational accounting entries in Workday. Using the quick guide should help prevent operational journal errors from occurring.
New training modules on Adaptive Planning are now available in BuckeyeLearn . The modules listed below are recommended for Ohio State employees needing to use Adaptive Planning for the Spring 2023 planning cycle.
Policies owned by Business and Finance will no longer be hosted on the B&F website. Instead, they will be hosted by the University Policy Office at policies.osu.edu . The B&F website information will continue be available as usual since the document links will be changed to point to the new host. However, any personal browser bookmarks will need to be updated. The website work should be completed by Friday, January 27 .
Effective Friday, January 20 , Position Restriction costing allocations can use grants. Any new positions that are grant funded can now be set up at the Create Position step. Cost Center Managers are not required to update the previously recorded costing allocations to accommodate the new functionality.
The Workday issue with payroll encumbrance adjustments has been resolved and the Controller's Office ran the process successfully on February 18. Payroll encumbrance balances now represent approved activity through that date.
Original post:
The Controller's Office is currently unable to run payroll encumbrance adjustments due to an issue within Workday. Workday plans to deliver a fix the weekend of February 10, and it will require testing before going into production . All payroll encumbrance balances represent approved activity through January 3 . Any changes to hires, terminations, funding, FTE, or pay rates after January 3 will not be reflected in the General Ledger or in the "Positions for Plan" reporting until the issue is resolved. We apologize for any inconvenience. The payroll encumbrances will be updated as soon as possible.