A new Inbox Filter for Workday was created April 28 for use on match exceptions, specifically within the CCH7 cost center hierarchy. This new match exception lookup is tied to the requisition line and requisition line distribution business objects. The naming convention for this filter is “XCF_EMI_Match_Exception_CCH7.” Instructions for using it appear in the Create, Edit and Apply an Inbox Filter job aid.
For your awareness, a Workday enhancement to the Worker Profile page was applied on April 28, 2022. The Summary section of the Worker Profile page now includes the Job Details and Contact Information that was initially only included in the Overview and Job sections of the Worker Profile page. In addition to now appearing in the Summary section, the Job Details and Contact Information will continue to be displayed in the Overview and Job sections of the Worker Profile.
What you need to do:
For select Finance and Supply Chain business processes, if a user has more than one security role for approval at different steps in a process, one approval now applies to all approval steps. For example, a cost center manager who also holds the role of grant manager will only approve once. For future approvals, the previous approval will apply. The business processes listed in bullet points are impacted by this approve once change, which has been added to Workday production as of Friday, April 29.
One of the methods used by the Office of Technology and Digital Innovation (OTDI) to safeguard Ohio State’s restricted data (e.g. student, alumni, faculty and staff information, patient medical records, research data, etc.) is the annual review of user access for the university Workday Financials, Human Resources, Medical Center Financials, and Student Information Systems (SIS).
The template to upload journal entries via EIB is changing. Beginning at 5 p.m. on Thursday, April 21, you will need to use the new template. The current template will not work after 5 p.m.
Starting April 25, for those who order special order gases from the UNIV Gas Cylinder Warehouse, there are new instructions for Workday requisitions. This new internal supplier process will allow the orders to be emailed to the Gas Warehouse and will help streamline the process. These differ between on campus and off campus locations, so read carefully.
There is a new inbox filter for Workday that can be used for requisitions at the CCH7 cost center hierarchy level.
The naming convention for this filter is XCF_EMI_Requisition_Final_CCH7. The instructions for using the filter are in the Create, Edit and Apply an Inbox Filter job aid.
When creating a new inbox filter:
Encumbrances for blanket purchase orders associated with fiscal year 2023 will first post to fiscal year 2022 until a manual job is run at month-end to move the encumbrance into fiscal year 2023. The process will look for any blanket purchase orders created after 4/18/22. It's also important to remember the FY23 UNIV Blanket Order Processing Time Period information shared earlier in the month.
The Clinical Trials Reference Document on the Administrative Resource Center (ARC) has been updated to provide a high-level overview of the current process for grants with clinical trials. Most of the steps take place outside of Workday, though they impact what happens in Workday. A few comments about accounting are now included throughout the overview.
In part four of our three-year look back at Tableau series, comments from the Tableau 2022 survey will be shared to gain insight into the data and analytics goals of Ohio State thought leaders, business partners, and members of the Tableau community who responded to the survey. Read more.