Tagged: Workday

Future-dated appointments are now removed from the Personnel Expenditure Summary report’s FTE column, and Trainee Stipends (Object Class 4200) expenses have been moved from the Non-Personnel Expenditure Summary to the Personnel Expenditure Summary. Object Class was added to the Drill Down for Non-Personnel Expenditure Summary.

The “Forecast Plan Name” default prompt value has been updated to reflect the FY26 Spring Forecast being loaded on several Sources and Uses reports listed in the full post. Additionally, users utilizing saved filters for these reports may wish to update their saved filter using the “Manage my Saved Filters” task as previously saved filters will override the new defaults.

The "Find FDM Requests" report has been updated to include the most recently added request types of "FDM Request: Create New or Edit Existing Balancing Unit" and "FDM Request: Worktag Inactivation." Prompts will no longer default values except for the "Initiated On or After Date," which will default to the beginning of the current fiscal year. The output of the report has an added column to display "All Accessible Comments" so users may review the new worktag value or comments from the business process.

A new Costing Allocation training module (go.osu.edu/costingallocations) is available in BuckeyeLearn. This 30-minute online course explores the various ways payroll costing allocations are applied and their hierarchical stages. After completing this course, users will be able to explain the key concepts of costing allocations and describe the costing allocation hierarchy.

Initial FY27 payroll commitments are scheduled to be run on June 20. Please be aware that due to system constraints, FY26 payroll commitments will not zero out until an integration with a journal source of "Payroll Encumbrance Accrual Reversal" runs (scheduled for July 6). Correcting entries for any over liquidations will also post on July 6. Due to this issue, encumbrance adjustments will not run between June 21 and July 6 when the year-end close work is complete. The regular encumbrance adjustments schedule will resume on July 7. Reporting for University and OSP will be affected until this date.

New approval and review steps for purchase requisitions are coming soon and will be rolled out in two phases this year (July 1 and September 1). Phase 1 will simplify approvals and shift some responsibilities, while phase 2 will fine-tune the process, clarify responsibilities, and add controls where needed.

Effective July 1, 2026 the Bid Waiver and Board of Trustees Resolution Waiver processes will officially transition into Workday, bringing significant improvements to how waiver requests are submitted, tracked, and approved. OSU Wexner Medical Center Employees should continue to work with their Medical Center Supply Chain team on all bid waiver needs. See the full post to learn more about what this change means for the university and what benefits will be realized.

A new Alcohol Service Pre-Approval Request will launch in Workday on July 1, 2026, in alignment with the revised Alcohol and Other Drugs policy. The new process will provide a more consistent way to review and approve alcohol service at applicable university-sponsored events. The Workday form will guide users through event-specific questions and route requests based on the appropriate review path. See the full post for more details.

As a part of fiscal year-end activities, subaward supplier contract encumbrances will be closed out for FY26 and re-opened in FY27. An encumbrance will not roll-forward into FY27 if a subaward supplier contract has an "Amendment in Process" status. This issue was confirmed in testing. As a result, the Office of Sponsored Programs (OSP) is providing the guidance shared in the full post for subaward supplier contract amendments.

Please refer to the Unit Year-end Checklist (link in full post) for important year-end dates, timeline information and tasks that need to be performed. Change Order purchase orders that are in progress as of June 30 do not roll forward. Procurement and expenses close will occur at noon on Tuesday, June 30. Like last year, to avoid potential accounting issues, we are asking that no transaction approvals, changes, or cancellations occur after that time until the roll forward is complete the following day. This includes Requisitions, POs, Change Orders, Supplier Invoices (for both Internal and External Suppliers), Miscellaneous Payments and Expense Reports. It's highly recommended to have FY26 procurement and expense transactions fully approved by the end of the day on Monday, June 29. The university will not issue any purchase orders from noon on Tuesday June 30 until midnight (12 a.m.) on Wednesday, July 1. Learn more in the full post.