New to UR Financials? Click here if you are new to the UR Financials website
This two (2) hour Excel for UR Financials class is offered to supplement your UR Financials Reporting skills. Please review the course outline to determine if this class is appropriate for you. If so, you must complete all the prerequisites before taking the class. Please visit the Sign Up page for complete details.
Seating is limited with ONLY be 250 seats offered for this class. When registering, ONLY take one seat per person as it’s first come first serve.
NOTE: A 48 hour cancelation policy is in place. If you cancel last minute, or do not show, you are taking a seat from another.
To help you prepare for the UR Financials system going live on January 5th, we have posted these articles on the following topics:
- UR Financials (Workday) to Go Live On January 5, 2015 and Forms
- Please Register (and Attend) UR Financials Training Classes
- Converted Data Ready for Review
Please cascade this information to interested parties and keep posted to this site as we announce more guidance and support for this transition.
The UR Financials (Workday) application will be going live and available to trained users on January 5, 2015. There are approximately 950 users that need to attend a report training class in order to be able to run financial reports. The list of individuals to be trained is posted on the Training Page. If you are one of the individuals that need to attend training, please Sign Up for one of the 50 class events as soon as possible. There are a limited number of seats available per class and in total. Once registered, please attend the class. Attendance is mandatory for individuals to gain access to the production environment.
Note: eLearning Class Prerequisite Reminder
If you have not taken the eLearning course (and certification) “Introduction to UR Financials”, please do so. As a reminder, you must take this course and pass the certification before attending any instructor led class.
If you have questions, please use the Contact Us.
Rochester Tech Park Training Center will be now available for UR Financials classes starting in December. All Non-Company Level Reporting classes delivered in December through February will be held at this new training location in Gates.
Rochester Tech Park Training Center Address: 779-903 Elmgrove Rd, Bldg.1, Rochester Tech Park, Rochester, NY 14624
Parking is free and onsite with directions provided here.
For those that signed up for Non-Company Level Reporting classes to be delivered in December, please update your calendars to reflect this change.
If an Outlook invitation was sent to you for your specialized class, please follow the location details listed there.
We hope you enjoy your class.
There are a few seats available for the Non-Company Level Reporting class in November. Sign-Up now if you have completed all of the required Prerequisites!
- Currently have COGNOS access, or completed a COGNOS/Workday request form at http://www.rochester.edu/its/acs/dw_cognos_access_form.html
- Completing the 45 minute Introduction to UR Financials eLearning course in Blackboard. Details on how to locate eLearning are found on UR Financials
- Passing the required Introduction to UR Financials assessment (test) with a grade of 80% or higher. Details on how to locate the assessment are found on UR Financials
- Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead. Details can be found on UR Financials
Recent Change: Please know that November classes ONLY will be at 315 Science Parkway with FREE/Onsite Parking. No shuttle service will be needed, or provided.
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.
The remaining class offerings have been added to the Non-Company Level Reporting class for the months of January and February, 2015. Sign Up now for a session that is right for you. Once on the signup page you will need to scroll down towards the bottom of the page to see the additional dates offered. Remember to update your personal calendars with the date and time you have selected.
To determine if you have selected the right session for your needs in the new system – either Basics or Basics+ Advanced reporting, refer to the Non-Company Level Reporting course outline. As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section. If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.
Finally, please notice the new location for the December through February, 2015 classes: Rochester Technology Park Building 1, Elmgrove Road, Rochester, NY with free parking onsite.
We have had tremendous response for the Non-Company Level Reporting class registration. Soon you will see adjustments in seating for current offerings of the Non-Company Level Reporting class Basics sessions and Advanced sessions. Also more sessions will be offered in the January/February timeframe with another announcement coming soon.
As a reminder, please ensure you have selected the right session either Basics or Basics+ Advanced for your needs in the new system. Refer to the Non-Company Level Reporting course outline to determine this. As a suggestion, if you run monthly ledger reports in COGNOS for only a few FRS accounts, we recommend that you take only the Basic section. If you support a department or multiple departments and perform detailed financial analysis, we recommend that you take the Advanced class which includes the Basic section.
Note: Individuals on the User Training List who are assigned to the Non-Company Level Report training in January with these dates below should not sign up for sessions using SigUpGenius website.
These users will be invited via Microsoft Outlook invitation from UR Financials email mailbox directly. If you are one of these users and have registered using SigUpGenius website, please cancel your registration in SignupGenius in December you will receive an Outlook invite for your January class.
As part of the UR Financials project effort, monthly Demo Days events are held to introduce UR Financials (Workday) and demonstrate its functionality as our new financial system.
Please join us for the October 22/23/24 installation focusing on Forms with a Project and Training Registration and Assessment update. Please review the presentation materials prior to the session.
We have heard your positive feedback and are pleased to be offering three identical sessions to make it easier to attend.
Wednesday 10/22 Alumni and Advancement Center Seminar Room 101
NOTE: Time is different than last month. Meeting time is from 1:00 – 2:00 PM
For those partaking in this 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
Thursday 10/23: River Campus, Gleason 318/418, 3 – 4 PM
Friday 10/24: Medical Center, Helen Wood Hall, 1W304 Auditorium, 3 – 4 PM
There are still open seats left! Please access this website to sign up for an option of your choice.
You have taken the Introduction to UR Financials eLearning course and passed the required associated assessment. Now it’s time to register for the Non-Company Level Reporting instructor-led training class.
Completing the Introduction to UR Financials eLearning course and a passing the required associated assessment with a grade of 80% is required prior to registering for this class.
When you are ready to register you will notice two offerings of the Non-Company Level Reporting class; a basic and advance session. To determine the registration option that is best for you, please review the Non-Company Level Reporting course outline.
There are several offerings, but you need only attend one, so Sign-Up for an class option that is most convenient for you.
Classes will be conducted at 315 Science Parkway, Building C for November classes only. This location no longer uses shuttle service due to the transition to their new facility next month. Parking is now free and onsite at this location. Classes from December to February will be held at Rochester Tech Park.
Class times: (Don’t forget to add this to your calendar after registering of class)
|Non-Company Level Reporting Basics||Non-Company Level Reporting Advanced|
|Start time||8:30 AM||8:30AM|
|End Time||12:00 noon||4:00PM*|
*Lunch will be provided for the Advanced Non-Company Level Reporting class only
Stay tuned for more information to come on classes and as always, Contact Us with any questions you may have.
The UR Financials implementation is progressing towards its final phases. As many of you are aware, this system will replace FRS, our aging legacy financial system, by January, 2015.
Once again we solicit your feedback in an effort to ensure necessary levels of preparedness. Your continued response allows us to tailor project activities to your needs.
Please take five minutes to answer the anonymous survey through the link above. The survey will be available until October 31, 2014 .
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.
- UR Financials Project Update
- Data Conversion Update
- Hands-On Session Progress
- Post Go Live Support
- Training Assessment and Instructor-led class Registration Update
- Future Demo Day Topics
The Hands-On sessions have had wonderful reviews and due to popular demand, we have made room for more. More seating and sessions! Seating has increased to a total of 30 attendees for remaining classes this month, as well as adding three (3) new Hands-On sessions to the October schedule.
Sign up to see the additional seats and chose one that is most convenient for you.
Prerequisites: Prior to any Hands-On session, the following MUST be completed:
- View the Introduction to UR Financials eLearning
- Review your FRS/COGNOS to UR Financials FDM Report now available in COGNOS and bring to your Hands-On session
- Practice translating your FRS accounts to the new Workday Chart of Accounts using the FDC Tool
- Successfully log into the UR Financials system at least 2 days prior to your session (instructions to come in a follow-up communication)
Note: Completion of all prerequisites are required before attending a Hands-On session.
Please Contact Us with questions. We look forward to seeing you there!
In August the Introduction to UR Financials eLearning was released early for your casual review. As the system implementation date approaches, the required assessment has now been activated to begin your UR Financials certification. An 80% grade is necessary to certify and you have two attempts to achieve this. Remember, a passing grade is a required prerequisite for all instructor led class registrations.
Later this month there will be an announcement on the registration process for all classes. If you are unsure of your class assignments, please refer to the User Training List.
If you are ready to take this 10 question assessment, or would like to retake the eLearning course, please logon to Blackboard using your URMC AD accounts if a URMC employee, or your HRMS NetID and password and follow the steps below:
- After logging into Blackboard, Go to the UR Course Outline section of Blackboard and select the UR Financials Training link
- There are 2 folders listed. Select the Introduction to UR Financials (eLearning) folder link
- Within this folder, there are two (2) items listed. Select either the Introduction to UR Financials eLearning course link to begin the 45 minute course, or select the Introduction to UR Financials (eLearning Assessment) link to take the test.
Tip: If you are not familiar with using the Blackboard system, please know that links do not appear blue and underlined. To access folders, courses, tests, etc., please select the folder or test name.
For assistance with Blackboard, please contact the help desk. For questions regarding classes or certification, please Contact Us.