National Payroll Week 2023 begins on Monday, September 4!
Since our organization supports many systems and processes that enable university faculty and staff to be paid, National Payroll Week is important to us all!
In 1996, the American Payroll Association founded National Payroll Week to coincide with the celebration of Labor Day.
As of Friday, September 1, the "Managerial Trial Balance" report behavior will change when viewing equity balances.
Prior to the change, equity balances would calculate "beginning balance â net margin" to derive an ending equity balance. After this change, the equity balance on the trial balance will always reflect the beginning balance numbers. Going forward, you must take your equity balance and subtract your net margin from it (sum of Revenue and Expenses) to obtain the derived equity balance as of the date you run the report.
The "Flexible Payroll Expense Data" report allows users to customize worktags to display when reviewing payroll expenses. As of Monday, August 21, the Tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all column selections will appear above the column’s headings and will remain displayed.
As of Monday, August 21, a new series of reports will be available that offer insight into the amount of time transactions spent in pending approval steps during workflow. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders.
The downloadable FDM worktag reference guide has been updated to include information on “Driver” and “Related” worktags and how they function. It is highly recommended for related worktags to only be used if that is going to be the associated worktag value 100% of the time.
As of Tuesday, August 8, the Cost Center Manager role is no longer paired with the Cost Center Fund Transfer Approver role. The Cost Center Director role will continue to be paired with the Cost Center Fund Transfer Approver role.
Starting in September (during August month-end close), initiators and approvers of journals and fund transfers that are in a "created" or "in progress" status on business day 4 will see new Workday alerts/notifications. It is important to take immediate action on these items prior to 4 p.m. on business day 5 to avoid these entries being canceled or moved to the next period.
Last updated 10/13/23
In order to support training for the new Internal Order Billing process go-live in October, the Controller's Office will be slightly delaying the closure of internal purchase orders during August close and September close. Internal purchase orders for August will be closed on Tuesday, September 5 (as opposed to 8/31), and internal purchase orders for September will be closed on Monday, October 2 (as opposed to 9/29). This will ensure there is adequate test data in the training tenant.
Equity Balances by Balancing/Carry Forward Worktags - Summary
The "Equity Balances by Balancing/Carry Forward Worktags - Summary" has been enhanced to provide additional insight, and align with other reports in the Equity Balances Suite of reports.