Tagged: Workday

A new Auditor of State (AOS) fraud training Tableau report has been created to assist managers with monitoring that employees have completed this required training. Please see additional information about the report and access request information on the Reporting Inventory page (see full post for link). Ohio law requires public university employees to complete Auditor of State fraud reporting training every four years (starting in October 2024). Units should periodically review the Tableau report and follow up on any outstanding training requirements to support compliance with state requirements.

The second of Workday's two major releases of enhancements and new functionality in 2026 will move to production on Saturday, September 19. Workday will be unavailable from 2 a.m. to 5 a.m. while the release is applied. This release includes updates to the Workday user experience, including refreshed visual design elements like rounded page elements, menus, and buttons and changes to My Tasks and Notifications. More details and a job aid link are available in the full post.

The Controller’s Office has updated the downloadable Unit Monthly Reconciliation Checklist to ensure report names and reference links are current. In addition, a new step has been added that directs users to a helpful Tableau dashboard to assist finance managers in verifying that Auditor of State (AOS) fraud training requirements are up to date. Read more for links.

Effective August 18, a revised Earnings Operations policy has been issued. Changes were made to clarify earnings operations requirements and advance compliance with current Office of Management and Budget Uniform Guidance, the authoritative set of rules and requirements for federal awards management. Check out the full post for key changes and be sure to read the policy in its entirety to familiarize yourself with the changes.

Additional improvements (Phase 2) have been made to the "Personnel/Non-Personnel Expenditure Summary" Workday reports. Phase 1 details were shared in June. Link is in the full post. The "Personnel Expenditure Summary" now gives the user the ability to break out Cost Share and Sponsor costs. And the report run time has been improved for both reports!

The "Costing Allocation Distribution % * Position FTE" column has been removed from the "Payroll Funding - Costing Allocations for Filled Positions" report to provide a more streamlined and accurate view of costing allocations, particularly for workers with split appointments. While earnings costing associated with allowance plans continues to be displayed on the report, users should refer to the worker’s profile in Workday to view the associated pay details of allowance plans.

The Worker Security Assignments report is now available in Workday. This report can be used as an alternative to the weekly Excel file refreshed by the Enterprise Business Solutions team. However, because it queries a large data set, it may run slowly at times. Read on to learn more about the report's features and which roles can access it.

A new column has been added to the "Business Process Approval Times - Supplier Invoice Request Detail" and "Business Process Approval Times - Supplier Invoice Request Summary" reports. This column captures the approval time for the Buyer approval role and was added to report on the recently implemented approval step for supplier invoice requests that exceed the bid limit.

The "Find Purchase Orders - Detailed Location Information" report has been enhanced to include the Purchase Order Line Requested Delivery Date field on the output of the report. This addition enables users to identify purchase order lines that have reached their requested delivery date but have not yet been received. It also allows for easier comparison between the requested delivery date and the actual receipt date.

This post shares information about key dates for Autumn 2026 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.