Tagged: Workday

Spend Exceptions Dashboard Decommissioning:

The dashboard "Spend Report Exceptions" will be decommissioned on Friday, December 29. End users should utilize the new "Exceptions Dashboard" for viewing policy exceptions for requisitions, expense reports, and supplier invoice requests. A report group could also be scheduled for viewing exceptions. To run the report group, use the Schedule a Report task and enter "Exceptions Report Group" in the report name. The report group can be run in real time or scheduled for a later or reoccurring date. 

During the week of December 11, enhancements will be made to select Buckeye Buy items that will allow the commodity code to automatically populate on purchase requisitions. During the transition, requests to add or update affected items will be held until maintenance is complete. The estimated maintenance complete date is Friday, December 15. 

For UNIV purchases only - If the commodity code is not automatically populated, the commodity code field is not required. 

Retiree Group Term Life Insurance coverage has a new billing process for the first billing quarter of 2024. The new process will begin Friday, Dec. 1, and provides a more streamlined process with additional payment options. As a reminder, retirees elect coverage in Workday following a September implementation.

Customer deposit transactions created and submitted on or after Friday, December 1 will have a transaction ID generated called "Customer Deposit ID." The Customer Deposit ID will be like other transaction IDs within Workday and will uniquely identify the deposit. The Customer Deposit ID will be preceded by "CD" and it will be followed by 8 numeric digits. The new Customer Deposit ID will be displayed on various deposit-related reports. Multiple cash sales can continue to be tied to a single customer deposit transaction.

A new Workday access request form is now available in ServiceNow. The new form introduces features to help you find the right Workday role, including the ability to filter available roles by business area and user audience. The form also allows you to see a mapping of common Workday activities and the access needed to complete them.

Effective the week of November 13, new exception fields will be created for Requisitions and Supplier Invoice Requests to help users with their exception tracking. 

In "Requisitions," Service Centers will now be able to: 

Cost Center - FDM Values Report:

In preparation for Position Control enhancements, a new "Central Review Required" field has been added to the output of the "Cost Center - FDM Values" report. This field will be used to identify whether a cost center will require central review within the job requisition business process.  

Find Purchase Order Summary - OSU:

Shortly after the September 2023 release, in some cases, when a Period Activity Pay is initiated as part of a hire or add job, an error message may occur during the Cost Center Manager approval step. 

The message displayed is “The entered information does not meet the restrictions defined for this field.” Cost Center Managers are unable to bypass the message. A ticket has been logged with Workday. 

A new Workday access request form will be launched on Monday, November 13. The new form introduces features to help you find the right Workday role including filters and a list of common Workday activities mapped to the access needed to complete them. 

For more information about the added features, see Step 2 of the Request Workday Access – New Form job aid. 

As of Friday, November 3, the "Calculate Current Year Retained Earnings" checkbox will be retired by Workday. 

Using this checkbox tells the report to calculate ending equity balances by taking beginning equity balance – net margin. Those who still need comparable behavior may utilize the "General Ledger Balance – Balance Sheet Details" report which will calculate ending equity in this manner. Please review the October Finance Office hours for a demo of this change.