Tagged: Workday

The Expense Office has launched a new webpage that provides guidance and resources for processing Non-Travel Reimbursements and Miscellaneous Payments including links to processing tools and job aids, reporting options, frequently asked questions, and news updates. 

Mark your calendars and join us for the new monthly Travel, PCard, and Expense Office Hours! Starting July 2024, the Travel, PCard, and Expense Office will be hosting office hours as a joint session. This is a great opportunity to stay connected to current news, updates, and ongoing processing support.

A new Supplier Invoice Business Process for Capital Expenses job aid (login required) has been published in the Administrative Resource Center (ARC) for University Company users. It provides instructions for how to determine if a supplier invoice will be capitalized and to what ledger account it will post.

A new statistics book code will go into production on Wednesday, July 3. This has been created to separate statistical entries from the actuals ledger. Some examples include "OSU Health System statistics" and "OSP – research for third party cost share." Due to this change, users may notice this new statistics book code while selecting book code prompts on various financial reports. Please also be aware that due to the new book code, the Journal EIB template will be changing on Friday, July 12. This post will be will be updated with additional details.

The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024.

The detailed FY25 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website for download in Excel format. Note: In FY25, Assets and Depreciation close will occur on Day 5. Previously, these activity groups closed on Day 3 and 4, respectively.

Two helpful reports are available to assist with year-end business document clean up that was first shared in April (see original post).

The "UNIV Remaining Encumbrances - Requisitions, POs, Spent Authorizations" report helps end users identify transactions and their encumbrances that will roll forward at the end of the fiscal year.

Currently, when Period Activity Pay is initiated, the costing allocation details are required to be entered. We are excited to share that a change is being made starting Thusday, June 20 that will allow Period Activity Pay to be initiated without the costing allocation details. This will then allow the downstream approvers, HR Consultant, or Cost Center Manager, to add the costing allocation information during their review. The costing allocation information must be entered to successfully complete the Period Activity Pay business process.

The relocation process has been built into Workday and the HR website has been updated to provide an enhanced experience for new employees and hiring managers. The most recent update includes enabling employees to submit their reimbursements directly in Workday, which builds on additional improvements to incorporate the entire relocation process in Workday. This change is reflected on the HR website, as well as the Relocation Policy, 2.30.

The Forward Accruals and 9 over 12 Academic Pay Period job aid in the Administrative Resource Center (ARC) has been updated with a more realistic example for Forward Accruals. Please review if you have an interest in learning more about the forward accrual calculation.