Currently, Purchase Requisitions, Spend Authorizations, Non-PO Invoices, and Expense Reports without Spend Authorizations are reported on the weekly grant transaction confirmation email sent out to Principal Investigators (PI) for their relevant Grants. Additionally, Misc. Payment Requests will start to be included on this report during the month of February. This is the final update and will ensure that our PIs can review all non-personnel charges against their Grants via this weekly reporting.
Currently, purchase requisitions and spend authorizations are reported on the weekly confirmation email sent out to Principal Investigators (PI) on their relevant Grants. Additionally, non-PO Invoices and Expense Reports without Spend Authorizations will start to be included during the month of October. This is to ensure that our PIs can review additional non-personnel charges against their Grants via this weekly reporting.
A new monthly Workday notification and email reminder will be sent to individuals with effort certifications pending their approval for 30 or more days.
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 two Principal Investigator spend authorization and expense report notification improvements listed have been recently implemented.
Spend authorization and expense report notifications were updated to include the grant numbers from the transactions. Expense report notifications will only be sent if there is not a linked spend authorization or if the expense report total is over $500 and the cost center is not CC10982: ERIK | Office of Sponsored Programs Administration.
The timeout issue with the Faculty Financials/Other Funding Reports within the Grants Administration and Principal Investigator (PI) Dashboards has been resolved.
Join us on Thursday, December 9 from 10-10:45 a.m. to learn how Principal Investigators can better manage their grants in Workday. We’ll walk through how to use a helpful summary of reports to harness Workday’s real-time data. Registration is not required. Use MS Teams to join the session. Please use the survey link to submit your questions in advance .
