Tagged: Workday

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt.

The FY26 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV.  The listing of affected reports is shared in the full post along with details about updating saved filters.

Your Workday profile is getting personal, but in a professional way. Learn how adding a photo can help build connection, reflect Ohio State’s values, and put your best face forward.

Ready to boost your productivity and stay ahead of the curve? In this session, you’ll get a first look at three powerful tools designed to streamline using Workday, enhance external collaboration and bring AI into your daily workflow. From simplifying routine tasks with Workday Everywhere, to expanding your reach with Google Productivity Tools, and tapping into the potential of Gemini—our newest AI assistant—this is your chance to explore what’s next in workplace innovation.

From September 1–5, we’re celebrating the people and systems that make payday possible. Get ready to show appreciation, share kudos, and learn how payroll powers our university and the nation. Let’s celebrate that satisfying “just got paid” feeling of excitement and recognize the incredible efforts behind it!

During the week of August 18, a new report named "Find Cash Sale Details - OSU" was released. This new report returns one line per cash sale line and includes pertinent details regarding customer, status, line description and amounts, tax information, transaction-related date fields and worktag details. The required security group necessary to execute this report is Company Financial Analyst. This report replaces the existing "Cash Sales for Organization" report which is scheduled to be retired on Friday, September 5.

Two new reports are now available in Workday for departments utilizing Workday Accounts Receivable. These reports are designed to help you monitor aging invoices by Customer, filtered by individual Department or Earnings Operation. Because Accounts Receivable activity appears on the Balance Sheet, Balancing Worktags are necessary to generate accurate reports. If your area doesn’t have enough detail in its Balancing Units, consider speaking with your Senior Fiscal Officer about creating additional Balancing Units to improve reporting precision. See the full post for additional details.

As autumn term begins, there are several updates from the Office of Technology and Digital Innovation (OTDI) you should be aware of as an instructor. Learn more about new features in CarmenCanvas like discussion checkpoints and differentiation tags; changes to digital accessibility policies and how they impact your course content; Mediasite improvements and the retirement of Mosaic; the university’s AI Fluency initiative and Google AI tools; and so much more.

Tired of wrestling with messy Workday data? If you've spent hours cleaning Journal Line data just to get it into shape for Tableau Prep, you're not alone. Now there is a certified, more plug-and-play Workday data source that works seamlessly with Tableau Prep. No extra coding or no data headaches. Read the full post to learn how this new data source can work for you.

Tired of switching between apps? The Workday Everywhere app brings key Workday features right into Microsoft Teams, helping you stay focused and efficient. Check payslips, view tax information, submit and approve Workday time off requests, and more, all without leaving Teams. Perfect for managers and casual users alike! Read the full post and learn how to get started and what to expect using the Workday Everywhere help materials.