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Please note a recent change to the August UR Financials Calendar:
Seating for the Grants SIG meeting on August 26th is full at this time and is by invitation only due to limited seating. Thank you for your interest! Please continue to check the Calendar for more meetings and Demo Day demonstration opportunities coming soon.
As part of the UR Financials 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.
August’s installation has been changed to focus on the UR Financial Survey Results, areas of opportunity and the action items that we have identified to address them. Please review the presentation materials prior to the session AND come prepared to provide feedback. This will be an interactive event.
Wednesday 8/20: Alumni and Advancement Center Seminar Room 101, 1:30 – 2:30 PM
Thursday 8/21: River Campus, Gleason 318/418, 3 – 4 PM
Friday 8/22: Medical Center, G-9425 Class of ’62 Auditorium, 3 – 4 PM
There are still open seats left! Please access the UR Financials website to sign up for an option of your choice.
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 August 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
Are you interested in learning more about how the new financial system works? We have released a series of educational tools early to orient and prepare users for the new financial system. These are all available on the UR Financials Training page.
1. Introduction to UR Financials (Prerequisite to all instructor-led classes) *
This 45-minute e-learning course explains what UR Financials (Workday) is and how to use it. Topics include:
- Explanation of the new Financial Data Model (FDM)
- How to translate FRS account information to the new Chart of Accounts
- How to log in, navigate, and search the new system
- How to run a basic report in the new system
2. Introduction to Forms (Prerequisite to all form instructional videos)
This video explains the impact of the new Chart of Accounts on your FRS accounts and commonly used forms. Topics include:
- Explanation of the new Financial Data Model (FDM)
- Translation tools that will convert FRS accounts to the new structure
- How to apply translation tools to the updated financial forms
3. Form Instructional Videos
This video series details what will be changing in individual finance forms. (Draft forms are also available for preview on the UR Financials Training page.)
More information is to come on dates, times, and registration for instructor-led classes that will be held in November-December.
* NOTE: Users who will be taking instructor-led classes will need to complete a certification test at the end of the Introduction to UR Financials e-learning course. This test will be released in October. Please know, you may review the e-learning course multiple times prior to taking this test.
Thank you to all that have taken the survey opened last Thursday. As a reminder, there is only one week left before the survey is closed. Your feedback is important to us!
Our first survey was distributed in April and we received positive and encouraging feedback. Having completed several milestones since then and increasingly sought to engage the user community, we would like to gauge your perceptions around the upcoming change. Your responses will allow us to continue to tailor project activities to your needs.
Please click here to take the anonymous survey by August 14, 2014.
As many of you are aware, efforts to replace FRS, our aging legacy financial system, have been underway. In November 2012, we kicked off our UR Financials project geared at implementing Workday throughout the University. The system will be operational by January 1, 2015.
In an effort to ensure necessary levels of preparedness as we progress through the implementation, we are soliciting your feedback again. Your responses continue to allow us to tailor project activities to your needs.
Please take five minutes to answer the anonymous survey through the link above by August 14, 2014 . All participants will be entered into a drawing for five prizes so don’t miss this opportunity!
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.
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
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.
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.
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.
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