NewsLink Articles
Costing Allocation Enhancement: Earnings Excluded from Salary Over the Cap
Recently, earnings paid via any method other than period activity pay, that are excluded from salary over the cap and funded by a grant, were inappropriately treated as salary over the cap.
This issue required a payroll accounting adjustment to move the expense from the department to the grant.
Workday has delivered a fix which will correctly exclude the earnings from salary over the cap in most scenarios for actuals and encumbrances. More information is forthcoming and will be discussed during the portion of the November Finance Office Hours session, regarding how to identify affected payments from prior pay periods.
Supplier Invoices Approval Routing
Effective November 19 and going forward, all supplier invoices where a requisitioner is unassigned (or blank), the cost center manager will be automatically assigned to the supplier invoice for approval.This solution will affect any new supplier invoices that are received. It will not affect any supplier invoices that are already in progress. In progress supplier invoices will need to be manually reassigned by emailing CIO-WorkdaySupplyChainSupport@osu.edu.
Grants Administration Updates
Check out the full NewsLink article for details about recent updates of interest for Grants Administrators.
- Budget vs. Actuals by Object Class timeout issue resolution
- Subaward and supplier contract improvements
- Award close-out progress
- Changes to security roles for Principal Investigators
Spend Category Request Form Update
The spend category request form has been updated to include expense item. An expense item, not a spend category, is a required selection on spend authorizations and expense reports. The new request type under “Create Request” in Workday is called “Create New or Edit Existing Spend Category or Expense Item."
The FDM Request Process for New Worktag Values in the Administrative Resource Center (ARC) has been updated. Note: the original link shared in the 11/15 NewsLink email was incorrect and has been revised.
General Funds and General Funds Allocation Job Aid
A new General Funds and General Funds Allocation job aid is available (https://admin.resources.osu.edu/workday/workday-for-core-users-finance/general-funds-and-general-funds-allocation) in the Administrative Resource Center (ARC). The job aid provides examples of moving general funds with the appropriate usage of ledger accounts throughout the fiscal year.
Asset Physical Custody Report
The "Asset Physical Custody" Report has been updated in production. A summary of changes is listed.
- Prompts for Cost Center Hierarchy and Cost Center Hierarchy Level 6 were previously not returning results for shared assets, this has been rectified.
- A new Prompt has been added which will allow users to search by any worktag used in the asset.
- Help Text has been added to this report.
Report: In Progress Business Processes by Cost Center for Company Level Security
The "In Progress Business Processes by Cost Center for Company Level Security" report is used by Company Financial Analyst and Expense Data Entry Specialist to see in progress business process transactions for their Cost Centers. It provides information on the business processes listed and where they are in the process. Note: this report cannot accommodate funding processed on itemized expense reports at this time. These items show as blank costing. Be cautious when you run the report by Cost Center Hierarchy or Cost Center as you may inadvertently exclude some transactions.
- Expense Reports
- Miscellaneous Payment Requests
- Spend Authorizations
- Accounting Journals
Changes to Supplier Invoice Overdue Approvals Reports
The "Supplier Invoice Overdue Approvals – P2P" report has been decommissioned. Going forward, users should run the report "Supplier Invoice Overdue Approvals" which has been enhanced with the change highlights detailed in the full NewsLink article.
Workday unavailable due to planned monthly maintenance - Sat. 11/20 from 2 a.m. to 10 a.m.
Workday will be unavailable due to planned monthly maintenance on Saturday, November 20, from 2 a.m. to 10 a.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.
Health System Supply Chain users should note important information contained in the full NewsLink article.
Research Reporting Office Hours
Grants Administrators and Fiscal staff are encouraged to attend the second Research Reporting Office Hours session on Tuesday, December 7, from 11 a.m. to noon. The agenda will include a demonstration of using additional Workday reports needed for answering common questions about your grants.