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.
The Institutional Data Policy (IDP) course is required annually for anyone with access to restricted data which includes those with access to Workday beyond self-service features. See IDP Training on the Cybersecurity site for more information.
The annual review for Workday users will coincide with the April 29, 2022, due date established for non-Medical Center staff (the annual review cycle for Medical Center staff remains the same).
New tips and tricks information is being added to the Business and Finance website which will provide users with an overview of business processes and a crosswalk to additional resources. The first item being added is Supplier Invoice Process Tips and Tricks.
April Finance Office Hours will be held from noon - 1:30 p.m. on Tuesday, April 19. The topics discussed will be focused on year-end activities. Use the MS Teams link to join.
A list of Workday Finance and Supply Chain reports is now available. The listing includes report definition and typical security roles which are broken down into three main categories: Accounting, HR for Finance Reporting, and Operational. This inventory will evolve as new reports are created or enhancements are made.
This article shares information about key dates for Summer 2022 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.