NewsLink

There is a new inbox filter for Workday that can be used for requisitions at the CCH7 cost center hierarchy level.

The naming convention for this filter is XCF_EMI_Requisition_Final_CCH7. The instructions for using the filter are in the Create, Edit and Apply an Inbox Filter job aid.

When creating a new inbox filter:

Encumbrances for blanket purchase orders associated with fiscal year 2023 will first post to fiscal year 2022 until a manual job is run at month-end to move the encumbrance into fiscal year 2023. The process will look for any blanket purchase orders created after 4/18/22.

The Clinical Trials Reference Document on the Administrative Resource Center (ARC) has been updated to provide a high-level overview of the current process for grants with clinical trials. Most of the steps take place outside of Workday, though they impact what happens in Workday. A few comments about accounting are now included throughout the overview.

The Institutional Data Policy (IDP) course is required annually for anyone with access to restricted data which includes those with access to Workday beyond self-service features. See IDP Training on the Cybersecurity site for more information.

New tips and tricks information is being added to the Business and Finance website which will provide users with an overview of business processes and a crosswalk to additional resources. The first item being added is Supplier Invoice Process Tips and Tricks.

A list of Workday Finance and Supply Chain reports is now available. The listing includes report definition and typical security roles which are broken down into three main categories: Accounting, HR for Finance Reporting, and Operational. This inventory will evolve as new reports are created or enhancements are made.  

This article shares information about key dates for Summer 2022 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.