NewsLink Articles

Report Enhancements: Credit Card Transactions – OSU and Find Credit Cards – OSU:

The "Credit Card Transactions – OSU" and "Find Credit Cards – OSU" have been enhanced with two additional fields. 

• Cardholder/Card Manager Email: This field may be useful when the Expense Payee and the Cardholder are not the same individual. 
• Card Type: This field will identify the card type assigned by the PCard Office (i.e. Department Card). 

Additionally the field "Corporate Credit Card Billing Account" has been relocated after the "PCard Cost Center" column. 

Report Enhancement: Managerial Gift Report: 

The Managerial Gift report has been enhanced to provide greater level of detail via the drill down functions within Workday. Individuals can now drill down by Worker to view additional details on personnel expenses on Gifts. 

Report Enhancement: Internal Service Provider Billing:

A new prompt has been added to the Internal Service Provider Billing report. Users now have the option to select a checkbox if they wish to exclude split-funded purchase order lines from the report output.

Wondering how changing your benefits selections or tax withholdings might impact your paycheck? Are you interested in determining what your pay increase will be with your recent overtime hours? Introducing Model My Pay, a new Workday tool now available that allows you to apply various hypothetical changes to your earnings, benefits, or tax elections to calculate paycheck estimates before making any actual changes. To learn more about this helpful planning tool access an informational video at BuckeyeLearn or review the Model My Pay job aid.

As part of a standardization project, the business teams have been reviewing notifications for the Requisition and Purchase Order Business Processes to help create consistency across each process. These enhancements will be completed on Monday, October 9. The change described below will be made to help improve the end user experience.

• The “Requested on behalf of” will be notified if someone else (the initiator) starts a requisition on behalf of them.
• The requisition requester (and Requested on behalf of if applicable) will be notified if the amount of the requisition is changed by someone downstream.
• The requisition requester (and Requested on behalf of if applicable) will be notified if anyone other than the requester of a requisition cancels or denies the requisition.
• For Requisitions, only PCard, Inventory Replenishment and Change Order Requisitions the system will notify the requester (and Requested on behalf of if applicable) at completion of the business process. For everything else notification will go out at the issuance of a Purchase Order.
• Prior approvers will all now be notified if a subsequent approver denies the requisition.

See the full post for a reminder about how Workday notifies initiators, reviewers and approvers as a Workday transaction moves through a business process.

Administrators should advise travelers to exercise caution when working in the Expenses Hub. Upon selecting the “Actions” button for Spend Authorizations, the banner action prompt and other instructional text should be reviewed before selecting “Ok” to confirm the correct business process is initiated.   

Spend Authorizations that have been prematurely closed are unable to be restored to “Approved” status and will not allow Expense Reports to be linked to the Spend Authorization. If a Spend Authorization has been closed in error, the Spend Authorization number should be referenced in the memo or comments of the Expense Report and a new Spend Authorization should not be submitted.

This issue has been added to the Enterprise Business Solutions (EBS) gap list for consideration and improvement by Workday. For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.