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User Training List
We have just published the preliminary list of participants for all UR Financials Instructor-Led Classes. Please visit the Training Page to access this list and search by your name to view classes that you are scheduled to attend.
Please use the contact us link for any questions you may have.
Special Interest Group (SIG) meeting– Accounts Payable
Thursday, July 24th from 1:00pm – 2:00pm at the Alumni and Advancement Center on East River Road, Seminar Room (101)
The focus of this meeting will be a discussion on Documentation with examples of Transaction Types, Forms update, Future Topics and Key Dates. A project update will be given at the beginning of the meeting.
Preliminary slides for the meeting have been posted in the Resources > Accounts Payable SIG tab.
FRS Subcode to Workday Worktags Crosswalk – Update
An updated cross reference between FRS subcodes and Workday worktags has been added to this website. The Excel spreadsheet allows users to look up their favorite FRS subcodes and determine the corresponding Workday Spend Category, Revenue Category, and Ledger account. As additional subcodes are added to FRS, the UR Financials team will update the cross reference to reflect the changes.
Refer to the crosswalk spreadsheet here, under the FRS Subcode to Workday Worktags Crosswalk heading. Data represented from Cognos as of June 25, 2014 (FY2012, FY2013 and FY2014 with New subcode description or attribute change)
Feedback or questions, please use the Contact Us link on the UR Financials website
Forms Are Changing – Sneak Peek!
Due to the change in our Chart of Accounts to the new Financial Data Model (FDM), Forms Are Changing! Visit the Forms page for a sneak peak of some updated forms and let us know what you think.
Special Interest Group (SIG) – Accounts Payable
Thursday, June 26th from 1:00pm – 2:00pm at the Alumni and Advancement Center on East River Road, Seminar Room (101)
The focus of this meeting will be a discussion on the system’s AP Configuration Status and the Settlement Process in UR Financials using Workday. A project update will be given at the beginning of the meeting.
The slides for the meeting have been posted in the Resources > Accounts Payable SIG tab.
UR Financials Ledger Accounts, Spend & Revenue Category Listing – Just Updated!
An updated job aid is available that shows ledger accounts and their associated spend or revenue categories, if applicable. This Excel spreadsheet allows users to look up ledger accounts and categories based on the nature of the transaction. As additional ledger accounts and categories are created, the UR Financials project team will update this job aid to reflect those changes.
Refer to the crosswalk spreadsheet here. Data represented from Workday as of June 20, 2014.
For feedback or questions, please use the Contact Us link on the UR Financials website.
Demo Day Follow-up and Survey
For June’s Demo Days events, the UR Financials project presented a review of our financial data Conversion Plan demonstrating the FRS data migration approach to the new financial data model (FDM). To highlight this effort, J.C. Stevens discussed his review and evaluation of converted data for the Simon School. Also presented was a Project and Training development and delivery update for the January, 2015 Go Live.
We will continue to hold these open informational sessions monthly to share project updates and cast a spotlight on topics that are important to you.
Thank you for those that participated in last week’s Demo Days. We hope you found the presentation useful and we look forward to your feedback. If you attended one of the sessions offered, please take a couple of minutes to complete this survey so we can continue to tailor these events to your needs.
If you were not able to attend, you can access the presentation on the UR Financials website. We are in the process of compiling answers to the questions we received and will be posting them to the FAQs.
If you have any questions, please let us know through the Contact Us form on the website.
Please join us for June Demo Days
In November 2012, the UR Financials project was launched to replace the current Financial Records System (FRS) with Workday. As part of the project effort, monthly Demo Days events were held to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.
Please join us for the June Demo Days installation focusing on a Data Conversion Plan discussion as well as a Training and Project Update. We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.
Wednesday 6/18: Alumni and Advancement Center Seminar Room 101, 1:30 – 2:30PM
Thursday 6/19: River Campus, Gleason Room G318/418, 3 – 4PM
Friday 6/20 Medical Center, Class of ’62 Auditorium Room G-9425, 3 – 4PM
There are still open seats left! Please sign up for an option of your choice and preview presentation materials.
Join Us for June 18/19/20 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. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.
Please join us for the June installation focusing on a Data Conversion Plan discussion, along with a Project and Training update.
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, please Click Here, and enter your name and e-mail if prompted. The meeting password is: workday
Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022
Meeting agenda is posted below. Presentation materials will also be accessible through this link.
- UR Financials Overview
- Project Update
- Data Conversion Plan
- Training Update
- Future Demo Day Topics
- Q&A
Changes to the UR Financials Newsletter
In December 2013, the project team received feedback asking for an easier way to receive project information. In response to this feedback, the team began sending a UR Financials Newsletter semimonthly that included project news and information about upcoming events for users of the finance system.
In our efforts to continually strive for timeliness, clarity, and efficiency, we will discontinue the UR Financials Newsletter on June 10, 2014. Instead, everyone who currently receives the Newsletter will now receive updates via email as articles are posted to the UR Financials website. Rather than receiving news semimonthly, you will receive it as it happens. No action is required.
Below you will find a sample of what the new email updates will look like.
If you have not previously received the UR Financials Newsletter and would like to receive email updates, enter your name and email address in the Subscribe field located in the upper right corner of this website. If at a later date you want to unsubscribe, please contact us at urfinancials@ur.rochester.edu.
We welcome your feedback on this new communication feature.
UR Financials Go-Live Postponed to January 1, 2015
The go-live date for the new finance system, UR Financials, has been delayed to January 1, 2015. To ensure a smooth transition from FRS to UR Financials, additional time is needed to validate system performance and complete thorough testing, data conversion, and system integrations. This delay will not affect the scope of system functionality at go live nor exceed the project budget. Please contact the UR Financials team with any questions or concerns.
Demo Days on May 21, or May 22 – Join Us for a Reporting Demonstration!
Demo Day presentations occur monthly and are designed to provide a project update, and/or demonstrate functionality of our upcoming UR Financials system. This month we will offer TWO sessions due to the upcoming holiday.
Please join us for the May installation focusing on a Workday Reporting Update and Demonstration as well as a Project Update with adjusted timeline.
Identical Demo Day events will be offered on May 21st and May 22nd. Please Sign-Up Here for an option that is most convenient for you.
For those partaking in the meeting via WebEx, please Click Here, and enter your name and e-mail if prompted. The meeting password is: workday
Conference call info is included below: Dial in: 1-888-330-3581; Access Code: 6534022
Meeting agenda is posted below. Presentation materials will also be accessible through this link.
- UR Financials Overview
– Project Timeline
– Integration Update - Workday Reporting Strategy
– Reporting security - Workday Reporting Demonstration
– Highlight Key Reporting Features
– Run and Review a Non-Company FAO Activity Report
– Review a Monthly Ledger Report - Q&A
- Wrap Up
The FRS Account to UR Financials FAO Crosswalk – Update
The preliminary cross reference between FRS accounts and Financial Activity Object (FAO) is available for use. The Excel spreadsheet allows users to look up their FRS accounts and determine the corresponding UR Financials FAO. As additional accounts are added to FRS, the UR Financials project team will update the cross reference to reflect the changes.
FRS Accounts pulled from Cognos as of 4/24/14 (Open, Frozen status) — Does not include Net Investment in Plant (NIP) FRS accounts.
Refer to the crosswalk spreadsheet here.
Feedback or questions, please use the Contact Us link on the UR Financials website
UR Financials Project – Go Live Delay Update
We last communicated on April 1 2014 that the July 2014 go-live of the UR Financials project will be postponed until later in the fiscal year. We expect to delay approximately 4-6 months. The delay will not affect the scope of system functionality at go-live, but it will help ensure a better implementation that should enhance the user experience at go-live and beyond.
We continue to make significant progress on the issues we identified during testing while also keeping on pace with planned development and testing. We expect to resolve all major issues by early May 2014 so that we can resume with additional testing. Based on the progress made resolving the issues, we will publish revised plans with a new go-live date in May 2014.
Please forward questions you may have using the Contact Us link on the UR Financials website.
Doug Wylie and John Barden
Project Management, UR Financials