Workday Highlight – The Integrated Glossary

The Glossary provided for this project is a helpful tool that defines terms that are used in the project with special consideration for the upcoming Workday system.  Team Leads, who are experts in these concepts, vetted each definition and will continue to offer their insight.  Scroll through the Glossary to discover terms that are unique to the Workday system – such as “worktag” or a new definition for “cost center”.  Both of these terms (and there are others!) represent concepts that are brand new to the University’s financial data environment.  If you’re unfamiliar with how FRS concepts translate to Workday, the Glossary can help you untangle the terms.

Large, mutli-team projects like this one bring together people who are not familiar with the language of each other’s work.  For folks who do not have a technical background, the Glossary defines “financial data converter” and “bi-directional translation”.  For non-finance folks, “F&A rate” is conveniently defined. We aim for the Glossary to provide a common ground for the University community and future Workday users.

If you see a term that you’d like more clarification on or if you’d like to have terms added to our Glossary, please use the Contact Us tab to relay your requests.  The Glossary will grow and change throughout the project.  Your input is always welcome in the process.

Demo Days Recap – March 20, 2013

The third installment of the Demo Days series was held on March 20th at the Alumni and Advancement Center Auditorium from 1:30 pm to 2:30 pm.  A crowd of over 110 University community members took part in the live demonstration of Workday’s functionality while 37 more attendees joined the event using the WebEx option.  An in-depth project progress report was delivered by project management with an active Question and Answer session.  A highlight of the presentation was the live demonstration of General Ledger-specific functionality including the creation of a Journal Entry and a Supplier Invoice.  It was great to see so many people and questions; your input will assist the growth and succes of the UR Financials project!

A copy of the presentation slides can be downloaded here:
UR Financials – Demo Days March 20, 2013

Demo Days are held at the Alumni and Advancement Center on the third Wednesday of each month (when possible).  These meetings are ideal opportunities to witness Workday in action and to interact with the UR Financials project team.  Check this site for upcoming agenda items and use the Contact Us tab if you would like to attend the next Demo Day presentation on April 17th, 2013.

March 20th Demo Days Update – Room Change

The March 20th UR Financials Demo Day presentation will be held in a different room than previously communicated.  The event will be held in the Auditorium, Room 108 of the Alumni and Advancement Center building on East River Road from 1:30 to 2:30 PM.  This is just a few feet down the hall from the previous location (Seminar Room).

We apologize for any inconvenience.

Demo Days Agenda – March 20th, 1:30 PM to 2:30 PM

Alumni and Advancement Center, East River Rd, Seminar Room (#101) – The UR Financials project team will demonstrate basic Workday functionality.  The following topics will be highlighted in the demonstration:

  • The UR Financials Project Scope
  • Creating a Journal Entry
  • Creating a Supplier Invoice
  • Create a “Budget to Actual” report

Meeting invitations will be sent for our live audience while WebEx will be available for those who cannot personally attend the presentation.  Project team members will be on hand for your questions. Please contact amy.baker@rochester.edu to reserve a seat or for WebEx information.

Workday Highlight – Technical Management & Integration

The Technical Management and Integration team within the UR Financials team holds a special responsibility for the life of the project: to transition from the Financial Records System (FRS) to the incoming Workday system.  With this introduction are tireless efforts of research, testing, revising and documentation.  Over the forty years of its existence, FRS created hundreds of lines and links to auxiliary systems such as HRMS, Cognos, COEUS and FAMIS, among others.  Those links require careful attention to ensure that data is transmitted seamlessly and that all business processes may be maintained over the transitional period and beyond.  Once the links are created and tested, the Integration team will continue to support the Financial Data Converter to maintain the translation of information from FRS to Workday and from Workday to FRS.

Though often surrounded by the designs, architecture plans and risk-mitigation procedures, the UR Financials Integration team stands front and center with their meticulous and expert utilization of our data and we salute them for their efforts!