- PCard Verification Reminders for Grant WorktagsThe following reminders are for financial administrative assistants (FAAs) and grant managers who review and approve PCard transactions with grant worktags. Reminders PCard verifications cannot be edited or rescinded after they have been initiated. Changes can only be made after the business process is complete. Individuals with the cost center journal specialist role should…
- Update to Spend Authorization Routing in WorkdayNSHE has updated the Workday routing process for spend authorizations requesting a cash advance. The Spend Authorization task creates a pre-authorized commitment to incur an expense for a specific department activity and allows for a cash advance to be requested when needed. Authorizations can be initiated by workers or on behalf of workers. When the spend authorization is created on…
- Workday Training: Creating Journal Entries and Accounting AdjustmentsThe Financial Services accounting team is pleased to offer a training session for those with a cost center journal specialist role in Workday. Creating Journal Entries and Accounting Adjustments This session will cover how to analyze and review accounting transactions, create manual journal entries and accounting adjustments (including payroll accounting adjustments), and configure…
- Workday Onboarding Task NotificationsAll onboarding tasks must be completed by new employees within the first week of employment. The following information is intended to help supervisors and employees understand when and why they receive updates from Workday and the action they should take. Managers Workday runs a report every Monday and sends out notifications to managers who have employees within their supervisory…
- Job Requisition ReminderWhen a job requisition has been filled, remember to decline the remaining candidates in Workday. If there are a large number of remaining candidates, contact your department’s primary recruiter for assistance.
- Workday Release 2023R2 UpdateWorkday has upgraded several features to maximize the user experience. The changes took effect on September 11 and include the following: My Task Automated Refresh Task view will automatically remove completed tasks and seamlessly incorporate any new tasks since a user’s last refresh. This ensures task lists remain current and relevant. Advanced Search…
- Workday Security Roles Series: Part 7This seventh and final installment of the Workday Security Roles series shares seven important details to ensure accurate, efficient, and effective security that will keep transactions running smoothly. Research the roles necessary for the position Read the security role descriptions on the Workday webpage Refer to the descriptions detailed in the first five security role messages…
- Workday Security Roles Series: Part 6The sixth installment of the Workday Security Roles series shares seven security reports in Workday. These reports are available based on position roles. Of particular interest to supervisors are the second and third reports found below because the HCM manager roles have been granted additional security access to this data. Role Assignment for Worker Position This is a Workday delivered report…
- Workday Security Roles Series: Part 5The fifth installment of the Workday Security Roles series highlights two common finance position-based Workday security roles and seven functions available to these roles. One is a supportive role and the other is an important approver role. Financial Administrative Assistant (FAA) The financial administrative assistant (FAA) role is assigned to positions that support their…
- Workday Security Roles Series: Part 4The fourth installment of the Workday Security Roles series highlights the two most important finance position-based Workday security roles and seven functions available to these roles. Human Resources (HR) Finance Coordinator The HR finance coordinator role is assigned to positions that have the authority and accountability to approve and commit funding for personnel transactions. The…
- Workday Security Roles Series: Part 3The third installment of the Workday Security Roles series highlights two common HCM position-based Workday security roles and seven functions available to these roles. Human Capital Management (HCM) Administrative Assistant The Human Capital Management (HCM) administrative assistant (AA) role is assigned to workers who support their organizations with HR functions. This role is assigned to the…
- Workday Security Roles Series: Part 2The second installment of the Workday Security Roles series highlights two of the most common position-based Workday security roles and seven functions available to these roles. Employee and Contingent Worker "As Self" Roles Every employee and contingent worker receives "as-self" roles that allow them to complete the following Workday transactions: View and modify personal data (e.g.,…