Hands-On Sessions: Sign Up Now!

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:

  1. UR Financials Overview
  2. Log into the UR Financial system
  3. Use the Search feature to locate 2 reports
  4. Running the Monthly Ledger report
  5. Hands-On Practice
  6. Running the Transaction Details report
  7. Hands-On Practice

Note: Completion of all prerequisites are required before attending a Hands-On session.

We look forward to seeing you there!

Instructor-Led Training Dates Included in User Training List

As part of the UR Financials rollout, instructor led classroom training (ILT) will be offered to all users who will be hands-on in the new system.  There are eight (8) different classes designed to provide customized guidance on how to perform specific processes and tasks in the new financial system.

The User Training List has been recently updated to provide the names of all users who will be in the new financial system and training dates for each required ILT class. All ILT classes listed are considered required, except for the Reporting with Excel class.  This optional class will have training dates announced in December, 2014.  Look for your name and classes assigned to take.

Remember:  To prepare for all instructor-led classes, the Introduction to UR Financials eLearning is required to complete prior to registering for class. Currently the Assessment is turned off.  This eLearning will be formally released in October via the Blackboard LMS with the Assessment link activated at that time.

Keep posted to UR Financials and Demo Days for more updates on the eLearning, certification and registration process.

Please contact us with any questions.

Join Us for September 17/18/19 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 September installation focusing on Data Conversions with information on upcoming Hands-On Sessions, the Monthly Ledger Report, 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 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
  • Applying UR Financials – Hands-On Session Information
  • Data Conversion Update and Tools
  • Monthly Ledger Report
  • Training Update
  • Future Demo Day Topics
  • Q&A

Sign Up for Demo Days This Week!

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.

Join Us for August 20/21/22 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 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 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 Overview
  • Project Update
  • Data Conversion Plan
  • Training Update
  • Future Demo Day Topics
  • Q&A

Training Materials Now Available

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.

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 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 Overview
  • Project Update
  • Data Conversion Plan
  • Training Update
  • Future Demo Day Topics
  • Q&A

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.

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 

Join Us for April 16/17/18 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 March installation focusing on Accounts Payable Process Changes, Financial Form samples, 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 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 Overview
    –   Project Update and Delay Rationale
    –   Impact to Project Deliverables
  • Training Demonstration
  • Forms Update
  • Future Demo Day Topics
  • Q&A

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

Join Us for March 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. 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 March installation focusing on Accounts Payable Process Changes, Financial Form samples, 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 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 Overview
    –   Testing Update
    –   Project Timeline
  • Updated Financial Forms
  • Accounts Payable Process Changes
    –   How Invoices are Sent to Accounts Payable
    –   How to Monitor AP Processes
    –   Documentation and How to Get It
    –   How Invoices are sent to Accounts Payable
    –   Settlement Process and How to Monitor It
  • Training and Communications Updates
  • Future Demo Day Topics
  • Q&A