The financial close for January, 2015 in UR Financials (Workday) is now final. You can now run your monthly ledgers and other reports.
We will be reviewing the new Reporting worklet and be available to answer your questions at upcoming User Call In sessions and Reporting Workshops. Please sign up on the website if you plan on attending.
Please join us for the January’s installation focusing on Post Go Live Support including Workshops offered and Frequently Asked Questions for the UR Financials system.
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, our new financial system, is running live in our production environment.
All certified users can log into the system at this time. This refers to users that have completed the following:
If you have not completed the above items, please do so now.
Provided is a list of Certified Users as of March 2, 2015. After achieving certification, access should be provided 1-2 business days later.
If you have any questions, please contact your local Project Champion.
To help you prepare for the UR Financials system going live on January 5th, we have posted these articles on the following topics:
Please cascade this information to interested parties and keep posted to this site as we announce more guidance and support for this transition.
FY15 July Through October Converted Data available in the Conversion /Hands On Workday Environment
FY15 converted data is now available in the Conversion/Hands On environment in Workday. We have loaded and validated July through October data with the exception of Grants related balance sheet and revenue data.
For those individuals that were able to attend the Reporting Hands On sessions back in October, you should have some familiarity in running the reports that were demonstrated. For others unable to attend the sessions, we have posted the Hands On session material as a guide for running some of the reports. In addition, it will be beneficial to review the eLearning course for additional introductory information on the UR Financials application.
User security has been updated in this environment based on the returned COGNOS Security Access forms that have been returned.
If you have questions, please Contact Us.
Back in September we replaced the structure of this existing spreadsheet with a new layout. This crosswalk spreadsheet now has two tabs to represent Integrations that flow through Workday (January 1, 2015) and the Converted Balances that we are migrating to Workday (July 1 – December 31 2014). Note that each tab includes both SL & GL subcodes. Utilize filtering to perform searches.
Converted Data will be translated from FRS to Workday terms using the “Balance Conversions” tab for July 1 thru Dec 31 2014 balances. Starting in January 1, 2015, all transactions will use the “Integrations” tab for the second half of FY2015 and ongoing. The major differences with these two tabs are how Property, Plant & Equipment are handled.
Visit the Tools page and scroll down to the FRS Subcode to Workday Worktags Crosswalk section to access this crosswalk. Once opened, use this spreadsheet to look up favorite FRS subcodes to determine the corresponding Workday Spend Category, Revenue Category and Ledger account. As additional subcodes are added to FRS, the UR Financials project team will update the cross reference to reflect these changes.
Data represented from Cognos as of November 7, 2014 (FY2014 and FY2015 with New subcode description or attribute change)
Some FRS subcodes have been consolidated under one Spend or Revenue Category. There are also new Spend and Revenue Categories that don’t currently exist in FRS as subcodes. This is by design as we move to the new Chart of Accounts in UR Financials.
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.
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 October installation focusing on Financial Forms and Post Go Live Support with an update on UR Financials’ Hands-On session progress, 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, participant access has been increased to 125 virtual seats, 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.
Based on your feedback, we are pleased to offer the following Hands-On session in UR Financials. These are designed to enhance your understanding of the new financial system and corresponding Chart of Accounts. For these sessions, converted FRS data and the Workday Financial Data Model (FDM) have been loaded into a UR Financials environment for your preview and practice.
Sign up for an option that is most convenient for you. There are eight (8) identical Hands-On sessions being offered.
Prerequisites: Prior to a Hands-On session, the following MUST be completed:
Agenda: Hands-On sessions will cover the following topics:
Note: Completion of all prerequisites are required before attending a Hands-On session.
We look forward to seeing you there!
The Financial Data Converter Tool has been updated as of September 11, 2014. Not only have the mapping for FRS ledger and accounts to the new Workday FDM been updated, but the interface has recently been improved. Based on your feedback, a field has been added which will supply the Spend or Revenue category description for easy understanding of the new codes. Use this tool to help translate your current FRS codes to the new FAO and Spend/Revenue category.
As announced at the August Demo Days, the UR Financials project team has developed 2 new COGNOS reports which brings in not only the FRS chart of accounts but also the Workday Financial Data Model equivalent values based on the mapping table. In essence, this provides COGNOS users with a crosswalk version of their current FRS/COGNOS data in UR Financial terms. These are useful reports to validate the mapping for your FRS accounts to the Workday FAOs in the new financial system.
The production versions of the FRS terms to UR Financial term reports are now located in COGNOS. You can access these reports based on your current security permissions thru the below path:
https://cognos.dw.its.rochester.edu
go into the #Financial reports/Workday folder, then FRS to Workday comparison reports- Public use folder
Budget values – FRS to Workday terms
Actual expenses – FRS to Workday terms
Please report any issues to the UR Financials mailbox via the Contact Us link.
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.