The Updated Request for Advance Travel Tickets (F2) Form is Ready for Use

Starting with travel arrangements being made this week, you should download and use the latest version of the Request for Advance Travel Tickets (F2) form located on the Finance Forms page.

The F2 forms has been slightly updated to reflect the new Financial Data Model (FDM) utilized by UR Financials. This is the first of several forms that will be updated to accommodate the FDM.

Check back here for more announcements on other updated forms, as they become ready for use.

Please contact us if you have any questions.

December 3rd AP SIG Meeting with WebEx signup

Please join us for the December AP SIG meeting where we will cover material pertinent to our AP activity transition that has already in progress.

You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx.  Please Sign-Up here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The new meeting password is: Workday1

Conference call info is included below: Dial in: 1-888-330-3581Access code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • Project Updates
  • Documentation recap
  • Journal Sources recap
  • Header Memos, Line Memos and other memo-like fields recap
  • Go-live transition dates recap
  • SOLO Spend Categories

December UR Financials Classes to be held at Rochester Tech Park

Rochester Tech Park Training Center will be now available for UR Financials classes starting in December.  All Non-Company Level Reporting classes delivered in December through February will be held at this new training location in Gates.

Rochester Tech Park Training Center Address:  779-903 Elmgrove Rd, Bldg.1, Rochester Tech Park, Rochester, NY 14624

Parking is free and onsite with directions provided here.

For those that signed up for Non-Company Level Reporting classes to be delivered in December, please update your calendars to reflect this change.

If an Outlook invitation was sent to you for your specialized class, please follow the location details listed there.

We hope you enjoy your class.

 

November 20 Depositor SIG Meeting with WebEx signup

Please join us for the October meeting where we will start to discuss more details regarding what is changing for depositors.

You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx.  Please Sign-Up here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: Workday2

Conference call info is included below:
Dial in: 1-888-330-3581Access code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

Sign Up for Demo Days Today

As part of the UR Financials project effort, monthly Demo Days events are held to introduce UR Financials (Workday) and demonstrate its functionality as our new financial system.

Please join us for the November 19/20/21 installation focusing on the 312 Form with a Project and Training update. Please review the presentation materials prior to the session.

We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.

Wednesday 11/19 Alumni and Advancement Center Seminar Room 101

NOTE: Time is different than last month.  Meeting time is again from 1:00 – 2:00 PM.  Please update your calendar to reflect this time change.

For those partaking in this meeting via WebExClick Here and enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Thursday 11/20: River Campus, Schlegel room S207, 3 – 4 PM
Friday 11/21: Medical Center, Class of ’62 Auditorium room G-9425, 3 – 4 PM

There are still open seats left! Please access this website to sign up for an option of your choice.

Non-Company Level Report Training – November seating available

There are a few seats available for the Non-Company Level Reporting class in November.  Sign-Up now if you have completed all of the required Prerequisites!

Prerequisites:

  1. Currently have COGNOS access, or completed a COGNOS/Workday request form at http://www.rochester.edu/its/acs/dw_cognos_access_form.html
  2. Completing the 45 minute Introduction to UR Financials eLearning course in Blackboard.  Details on how to locate eLearning are found on UR Financials
  3. Passing the required Introduction to UR Financials assessment (test) with a grade of 80% or higher. Details on how to locate the assessment are found on UR Financials
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on UR Financials

Recent Change:  Please know that November classes ONLY will be at 315 Science Parkway with FREE/Onsite Parking.  No shuttle service will be needed, or provided.

Join Us for November 19/20/21 Demo Days

You may be familiar with Demo Days or have participated in one of these events, designed to introduce Workday and demonstrate its functionality.

Please join us for the November installation focusing on the 312 Form with an update on Post Go Live Support, Conversions, Project Status and Training.

We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, just before the meeting start time, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Project Update
  • Data Conversion Update
  • Post Go Live Support
  • 312 Form guidance and impacts
  • Training Update
  • Future Demo Day Topics
  • Q&A

November 6th AP SIG Meeting with WebEx signup

Please join us for the November AP SIG meeting where we will discuss go-live transition dates for AP activities/forms as well as review documentation and field mappings.

You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx.  Please Sign-Up here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The new meeting password is: Workday1

Conference call info is included below:
Dial in: 1-888-330-3581Access code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • Project Updates
  • Documentation recap
  • Journal Sources recap
  • Header Memos, Line Memos and other memo-like fields recap
  • Go-live transition dates
  • Key Dates

Take the UR Financials Survey Before it’s Closed

Thank you to all that have taken the project survey opened on October 16th. As a reminder, there is only one week left before the survey is closed.  Your feedback is important.

Our first survey was distributed in April and we received positive and encouraging feedback. Your responses will allow us to continue to tailor project activities to your needs.

Please click here to take the anonymous survey by October 31st, 2014. 

Side note: we have had technical difficulties with releasing the survey for last week’s Demo Days.  We appreciate your patience as we resolve this and post accordingly.

More Date Added for Non-Company Level Reporting class

The remaining class offerings have been added to the Non-Company Level Reporting class for the months of January and February, 2015. Sign Up now for a session that is right for you.  Once on the signup page you will need to scroll down towards the bottom of the page to see the additional dates offered. Remember to update your personal calendars with the date and time you have selected.

To determine if you have selected the right session for your needs in the new system – either Basics or Basics+ Advanced reporting, refer to the Non-Company Level Reporting course outline.  As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section.   If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.

Finally, please notice the new location for the December through February, 2015 classes: Rochester Technology Park Building 1, Elmgrove Road, Rochester, NY with free parking onsite.

 Tech Park Build1

Registration for Non-Company Level Reporting class – More seats to come

We have had tremendous response for the Non-Company Level Reporting class registration. Soon you will see adjustments in seating for current offerings of the Non-Company Level Reporting class Basics sessions and Advanced sessions.  Also more sessions will be offered in the January/February timeframe with another announcement coming soon.

As a reminder, please ensure you have selected the right session either Basics or Basics+ Advanced for your needs in the new system.  Refer to the Non-Company Level Reporting course outline to determine this.  As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section.   If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.

Note:  Individuals on the User Training List who are assigned to the  Non-Company Level Report training in January with these dates below should not sign up for sessions using SigUpGenius website.

1/6/15 OR
1/7/15 OR
1/8/15 OR
1/12/15 OR
1/13/15 OR

These users will be invited via Microsoft Outlook invitation from UR Financials email mailbox directly.  If you are one of these users and have registered using SigUpGenius website, please cancel your registration in SignupGenius in December you will receive an Outlook invite for your January class.

Sign Up for Demo Days Today

As part of the UR Financials project effort, monthly Demo Days events are held to introduce UR Financials (Workday) and demonstrate its functionality as our new financial system.

Please join us for the October 22/23/24 installation focusing on Forms with a Project and Training Registration and Assessment update. Please review the presentation materials prior to the session.

We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.

Wednesday 10/22 Alumni and Advancement Center Seminar Room 101

NOTE: Time is different than last month.  Meeting time is from 1:00 – 2:00 PM

For those partaking in this meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Thursday 10/23: River Campus, Gleason 318/418, 3 – 4 PM
Friday 10/24: Medical Center, Helen Wood Hall, 1W304 Auditorium, 3 – 4 PM

There are still open seats left! Please access this website to sign up for an option of your choice.

October 23 Depositor SIG Meeting with WebEx signup

Please join us for the October meeting where we will start to discuss more details regarding what is changing for depositors.

You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx.  Please Sign-Up here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • Documentation
  • Cash Close Timing
  • Updated Forms
  • Journal Sources
  • Automated Postings
  • Q&A