Tagged: NewsLink

The "Grant - FDM Values" report has been updated to include a prompt for Grant Hierarchies. This is to allow users to only return grants contained within a given hierarchy or hierarchies entered in the prompt field.

To support a more efficient and user-friendly process, updates to the PCard Tracking Log went into effect on February 20. See the full post for the "What's New" details along with helpful reminders.

Effective February 20, the business process workflow within the PCard Maintenance Request was modified to remove Cost Center Manager and Senior Fiscal Officer approvals for two specific maintenance selections: University Business Address Changes and PCard Cancellations. See the post for more details and a job aid link.

The Software Preapproval Process (SPP) in Workday is currently in soft launch. This new approval process streamlines the software purchasing process and aligns the required legal, security, and accessibility processes. Based on feedback received over the past several months, enhancements to the user experience and process flow will be implemented effective March 1.

If your department receives any Form 1099s for the university, please forward to the Tax Office at tax@osu.edu. The Tax Office reviews these to determine if there is any withholding that can be deducted on the university's tax return.

Workday Strategic Sourcing Supplier Relationship Management was implemented on Thursday, January 29. This modern, secure portal is the new, unified “front door” for all OSU and Health System suppliers. Check out the full post for links to help materials including job aids and a BuckeyeLearn course.

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.