Tagged: Finance

A new training curriculum is now available to help users better understand and use the reports within the Earnings Operations Reconciliation Dashboard. These modules provide step‑by‑step guidance to support your monthly earnings reconciliation activities.

A new report group is now available to help users track manually entered journal lines, accounting adjustment lines, and payroll accounting adjustments that have been approved. The report group, titled "Completed Financial Transactions Report Group," can be accessed through the "Schedule a Report" task. See the full post for details about prompts, report output, and more.

Two new prompts have been added to the "Payroll Accounting Adjustment Status" report. The first is a prompt for the "Security Group Awaiting Action." This will allow users to isolate in-progress adjustments based on which group is pending approval. The second prompt will be a checkbox-style prompt called "Include Questionnaire Data" which is described in the full post. With these additions, the “Payroll Accounting Adjustments with Questionnaire Answers” report will be retired on Friday, February 20.

Currently, the "Initiated By" prompt in requisition reporting returns records where the entered name appears as the "Requisition Requestor." Beginning Friday, February 13, this will change. The "Initiated By" prompt will instead return requisitions where the entered name is listed as "Created By" rather than the Requisition Requestor.

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 are also available. 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.