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

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.

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.

subscribe_post

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.

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 

Notice – UR Financials “Go-Live” Postponed

Together, we continue to make significant progress with the financial system replacement project. Thank you for your continued engagement. Functionality and quality have been, and remain paramount, in our implementation of Workday Financials. Through extensive testing, several items have surfaced that are taking some time to resolve in partnership with Workday before going forward. For example, during recent testing of the Workday financial system, the processing time we experienced was much longer than we considered acceptable. In order to improve the system performance, Workday has fast-tracked this issue as a top priority for their technical team. We fully anticipate a successful resolution to this and all significant issues. However, we do not believe adequate time remains in the current plan to fully test these changes. Therefore, after a thorough discussion with the Executive Steering Committee we have decided to postpone go-live from our originally planned date of July 1, 2014 to later in the fiscal year.

We would ask that we all continue on pace with current work plans. Interim dates established for interfaces, testing, and other work requests largely remain unchanged and require continued effort. Within the next four to six weeks, we expect to publish revised plans with a new go-live date after individual items have been resolved and tested. We will keep you posted as we progress, proactively reach out to those impacted by this change in deployment date, and look to your continued support going forward. This slight delay will help assure a better implementation which should enhance the end user experience for our University community at go-live and beyond.

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

Check out our new website features!

We have added two exciting features to the UR Financials website, both located on the right hand side of most pages including the landing page.

The Hot Topic column displayed within a  yellow panel at the top allows you to quickly view information on the latest topic posted and links you to a post providing additional details and guidance.

A Glossary Search tool, powered by Data Cookbook, located further down has replaced the Glossary previously listed in our website navigation. It differs from a site search in that it queries UR Financials and FRS terms and returns their definition. Just type a term in the search field and select the Search button. The definition appears directly below. It’s that easy!  A link of the term also appears.  When selecting this link users will be directed to the full Data Cookbook website and a login may be required.

Finally, the Workday Login page and Forms page have been updated.  The Workday Login page has been renamed to reflect the new financial system brand now entitled UR Financials. In addition to this, the Forms page has been promoted to the top navigation for ease of use.  Visiting this page will be the first step in working with any form impacted by the new coding structure or Financial Data Model (FDM).

Please take a moment to explore these new features and get acquainted with them. We hope you find them useful!

Just Released: The Financial Data Model Video!

Have you heard about the new Financial Data Model used with Workday?
We invite you to preview our most recent video located on our Video Snippet page, under the Training navigation.  This 5 minute overview highlights our change from the FRS Chart of Accounts to the new Financial Data Model (FDM) designed for the Workday system. To assist in understanding this new coding system, the video also provides an overview on conversion tools developed for your use when translating FRS codes to the Workday FDM.  Contact us and let us know what you think.

And the winner is…

Thank you to all who responded to our poll to select the topic for our Demo Days events in February! Based on your votes, we will be discussing the Financial Data Model (or Workday Chart of Accounts) and process and policy changes. We hope you will join us for this important session which will help you better understand the underlying foundation of Workday, as well as the changes you can expect to see at go-live.

Please be on the lookout for event dates and locations. We look forward to your participation!