Special Interest Group (SIG) – General Ledger / Chart of Accounts

UR Financials – GL / COA SIG Meeting
Tuesday June 4th from 9 – 10 am held at the Alumni & Advancement Center building in Seminar Room 101.

The General Ledger / Chart of Account Special Interest Group members will discuss the following agenda.

  • Brief Financial Data Model (FDM) Overview
  • Conceptual view of Workday’s Spend Categories
  •  Business and Professional ONLY
    • Review Spend Category values
    • Discuss use of 4th digit in current subcodes

All GL / COA SIG meeting documents can be found on the Resources > General Ledger/Chart of Accounts SIG tab.

Special Interest Group (SIG) – General Ledger / Chart of Accounts

Tuesday May 21st from 9 – 10 am a meeting will be held at the Alumni & Advancement Center building in Seminar Room 101.

The General Ledger / Chart of Account Special Interest Group members will discuss the following agenda.

  • Brief Financial Data Model (FDM) Overview
  • Conceptual view of Workday’s Spend Categories
  •  Salaries and Wages ONLY
    • Review Spend Category values
    • Discuss use of 4th digit in current subcodes

All GL / COA SIG meeting documents can be found on the Resources > General Ledger/Chart of Accounts SIG tab.

UR Financials User Survey Results

We recently completed our first stakeholder survey regarding the financial system replacement project, UR Financials. We received 655 responses and the overall response indicates awareness and engagement in the project is off to a very good start. To ensure necessary levels of preparedness as we progress through the implementation, we will be soliciting your feedback at regular intervals.  This initial survey will serve as a baseline and allow us to identify areas that may require more focus in the coming months.

Below is the breakdown of respondents by University area and years of FRS experience.

By University Area:
Central Administration: 20%
River Campus: 25%
Medical Center: 55%

By Years of FRS Experience:
0-5 Years: 50%
6-10 Years: 16%
11-15 Years: 11%
16-20 Years: 7%
20-25 Years: 6%
Over 25 years: 10%

Some key observations from the survey results include:

  • An overwhelming majority (84%) are aware that our legacy financial system (FRS) is being replaced, though a smaller group is aware that risk mitigation is the primary emphasis in defining project scope (67%).
  • While early, already a majority of respondents have a sense of how their role will be impacted by this change (60%).  This is a high number at this early stage, and we will continue to broadly communicate additional details as role and process changes are being considered.
  • Nearly all respondents (92%) expressed a willingness to learn new skills in the pursuit of strengthening the University.

Over the coming months, we will be taking the following action steps to address your feedback:

  • Communicating increasing details about the changes to individual roles and university processes you can expect and how those will impact you and your work.
  • Broadening visibility and participation in various special interest groups to incorporate your feedback into the project activities.
  • Continue outreach efforts such as regular demonstrations and meeting with standing committees to assure broad transparency to project activities and decisions.

In return for survey participation, five individuals were randomly drawn for a prize.  Winners were contacted to receive their prizes which were U of R umbrellas.

We look forward to your continued engagement and support. Please let us know if we’ve left out anything you’d like to know by using the Contact Us link.

Upcoming Demo Days – May 14, 2013

You may be familiar with Demo Days or have participated in one or more of these events, designed to introduce Workday and demonstrate its functionality. Over the course of our Demo Days in April, May and June, we are highlighting three key benefits of Workday: auditability, inquiry functionality and the framework for security and workflow.

Please join us for the second Demo Day in this series, focusing on the Workday inquiry function.

Date: Tuesday, May 14, 2013
Time: 1:30 to 2:30 PM
Location: Alumni and Advancement Center on East River Road in the Seminar Room (#101)
Space is limited. Please sign up to reserve a seat or a spot on the WebEx.

To access the 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: 1-866-603-2932; Access Code: 6534022

Meeting Agenda

  • Workday Search Box
  • Worklets
  • Drill Features & Inquiry Options
    • Drill From Worklets
    • Basic Inquiry
    • Advanced Inquiry
    • Drill From Reports (e.g. Trial Balance)
  • Benefits of Workday Inquiry
  • Attachments
  • Demo

Presentation materials will be available prior to the Demo Day through this link.

 

Special Interest Group (SIG) – General Ledger / Chart of Accounts

The General Ledger / Chart of Account Special Interest Group members will discuss Workday’s functionality. The meeting will be held at the Alumni & Advancement Center building in Seminar Room 101.  Starting Tuesday May 7th and occuring bi-weekly from 9 – 10 am throughout the UR Financials Project implementation.

UR Financials Project Calendar –> Link