Tagged: Finance

New columns have been added to the "Payroll Funding – Costing Allocation for Filled Positions" report to provide greater transparency into how costing is calculated for each worker and costing line. Details about the columns are listed in the full post. Help text has also been added to the report to explain how this calculation works for both hourly and salaried workers.

A suite of eight new reports specific to earnings operations are now live. BuckeyeLearn courses showing a demo of each new report will be launched later in January. See the full NewsLink post for a full list of reports and descriptions.

The newly released "Find Assets Details – OSU" report provides detailed asset information. It includes the same data as the "Find Assets Summary – OSU" report (formerly named "OSU – Find Assets") with an additional feature described in the full post.

The FY26 Autumn Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." See the full post for a list of affected reports.

A new column has been added to the output of the "Business Process Approval Times - Requisition Detail" and "Business Process Approval Times - Requisition Summary" reports. The new column is for the approval time of the HS Spend Category Commodity Manager approval role. This has been added due to the recent addition of this approval step to the requisition business process.

Have questions about Workday financial reports? Join the Controller's Office for the first Quarterly Financial Reporting Office Hours at 10 a.m. on Wednesday, November 19. See the full post for details on how to join. Specific instructions are included for both the Wexner Medical Center and university communities.

Beginning with the November 2025 sales month, there are important changes related to the sales tax process, as shared in the full post. Units must ensure that accrued sales tax (ledger account 20500) for the November sales month is recorded/approved in the general ledger for the November accounting period no later than 4 p.m. on December 5, 2025. This new deadline ensures the tax liability is recorded in the proper period (the month of sale or invoice) and aligns with the monthly fiscal close deadline (business day 5). See the full post for more details including a download link to the Sales Tax Reporting form that must also be submitted by close of business on December 5.

Have questions about Workday financial reports? Starting Wednesday, November 19, join quarterly office hours hosted by the Controller’s Office to receive updates, ask questions, and share feedback directly with the reporting team. The Office Hours will be open to all consumers of financial reports and will initially be held on a quarterly basis.

Due to the Academic Winter Recess (December 26 - January 1), several updates have been made to the FY26 Period Close Department Fiscal Payroll Processing Calendar. See the full post for details.

We’re excited to announce the launch of a new Earnings Operations curriculum, designed to support individuals who are new to finance or fiscal roles within an Earnings Operation or involved in establishing a new one. This curriculum features a comprehensive set of training modules covering essential topics that affect earnings operations. See the full post for links to curriculum modules, helpful guides, and tipsheets.