News: Workday

  • Recent and Upcoming Reporting Enhancements as of Sept. 23

    Richard Hunter | September 18, 2024
    Sources and Uses - Variance Analysis ChangesBased on user feedback, the "Sources and Uses – Variance Analysis" report was updated during the week of October 7 to provide a streamlined solution for viewing Actuals and Encumbrance columns side by side. Encumbrance and Pre-Encumbrance columns have been added alongside the existing Actuals and Plan columns. This will allow users to compare actuals ...

  • Travel Policy Updates

    Richard Hunter | September 18, 2024
    Effective Tuesday, October 1, 2024, the Travel Policy will be updated to reflect guidance for childcare costs and travel costs for children as outlined in the Code of Federal Regulations. Changes are listed below.Adding definitions for child, conference, and researchPermits travel costs for children when a university employee is traveling for research with a trip duration of 6 months or morePermi...

  • Reminder: FDM Worktag Clean Up/Inactivation

    Richard Hunter | September 5, 2024
    The Controller's Office recommends that units do a periodic review for worktags that are no longer being used and submit inactivation requests through an FDM Request in Workday. Prior to submitting worktag inactivation requests, please ensure that the Inactivation Checklist has been completed and the balances are clear.Note that the checklist was recently updated to differentiate report...

  • Recent and Upcoming Reporting Enhancements as of Sept. 9

    Richard Hunter | September 5, 2024
    Below are details about recent and upcoming report changes.Find Journals - OSUThe "Find Journals - OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Cost Center" and "Worktags."Report Retirement ReminderThe reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organizations" will be retired on Friday, September 27....

  • Purchase Order Auto-Close Functionality

    Richard Hunter | September 5, 2024
    During the week of September 9, Ohio State will start utilizing the auto-close functionality provided by Workday for university purchase orders for goods. When a university purchase order for goods meets the criteria listed below, they will automatically close.Fully received: where all quantities ordered have been marked received in WorkdayFully invoiced and paid: when all the quantitie...

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