Changes To User Preferences Effective June 11, 2018

On Monday, June 11th, we implemented a new module (Procurement) in Workday for a handful of pilot areas.  We will be making some changes to user preferences that will impact ALL users going forward that we want to make you aware of

  1. Any user currently responsible for approving journal entries will receive an immediate email (with link to the transaction) notifying them that action is required in their Workday inbox
  2. Any user that currently has reports scheduled or grants that have an award amendment that has been processed will receive a “Daily Digest” around 5pm each day that contains all the aforementioned items
  3. Any initiator of a journal or one of the areas implementing the procurement module on Monday will receive a “Daily Digest” notifying them of approved transactions.

Additional Quick Reference Cards are available here

Both of these settings will be applied to ALL users.  Starting on Monday, June 11th, anyone wanting to reset their user preference back can do so by following the instructions in the attachment. You can also access your notification settings using the Manage Preferences link at the bottom of any notification.

In order to better identify the source of Workday notifications for internal and an increasing number of external recipients, several elements of the standard email notification will change, including:

  1. From Name: University of Rochester (Workday)
  2. From Email: noreply@myworkday.com
  3. Footer: Updated with University name and address
  4. Reply-To Email: noreply@rochester.edu (not shown)

Please contact the UR Financials Support Team (URFinancialsSupportTeam@UR.Rochester.edu) if you have questions or need assistance.   Thanks

UR Financials User Group Meeting – March 21st from 1:30-2:30pm in Med Center Room 2-7536

We will be having our next UR Financials User Group Meeting on March 21st from 1:30-2:30pm in the Med Center Room 2-7536.  We have provided a Zoom link below in the event that you need to participate remotely.

Draft Topics to Include:

  1. Workday 30 Features and Changes
  2. UR Financials In Person Training Schedule
  3. UR Financials On Demand Training Videos
  4. Preview of Upcoming Workday Projects
  5. Questions and Answers

Locations: 

Conference call information: Dial in: 1-646-876-9923, Access Code 525-078-5501#

User Group Material will be posted on the website prior to the meeting.

Looking forward to seeing everyone in person!

New UR Financials (Workday) User Interface Appearing on December 14th

UR Financials (Workday) has a scheduled user interface change that will be implemented on Thursday, December 14th.  The user interface change is necessary before the next Workday release in March 2018.  The user interface will look different than the current interface.  Detailed changes and a map depicting the changes are in the attached document.

WD29 User Interface Refresh

Questions, please  UnivITHelp@rochester.edu

 

New UR Lease Administration Project Underway

UR The Financial Accounting Standards Board (FASB) has issued new lease accounting guidelines that will directly affect operating leases with terms exceeding 12 months, particularly in areas with contractual / embedded lease agreements.

If you have any lease contractual agreements originating outside of Treasury, Real Estate, IT or are unsure if you manage a lease, please contact us at URLeaseAdministration@ur.rochester.eduThe UR Lease Administration team will follow the necessary steps and action to ensure those affected by the new standard are well informed and guided through a smooth transition process.

For more information and the timeline that follows this project, visit: http://www.rochester.edu/adminfinance/urfinancials/ur-lease-administration-project/. If you have any questions or concerns, contact us at: URLeaseAdministration@ur.rochester.edu.

UR Financials Assistance Update

The UR Financials email address/mailbox (urfinancials@UR.Rochester.edu) has been decommissioned. Emails sent to urfinancials@UR.Rochester.edu can no longer be responded to. For any questions or concerns with UR Financials, please begin to follow the updated guidelines below.

If you experience an issue not addressed in the self-help materials or after consultation with a project champion, please call your Help Desk for assistance:

IT Help Desk
(585) 275-2000

Medical Center (ISD) Help Desk
(585) 275-3200

A member of the Project Team will contact you regarding your question or concern once a ticket has been opened.

April 19th User Group Meeting

Please join us for this month’s UR Financials User Group meeting. This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time: April 19th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation Medical Center:  room 2-7544, (view the second floor CEL Department Map)
  • Remote participation. Zoom participants click here, enter your name and e-mail if prompted. (no password required)

Conference call information: Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 28 New Features
  • The Life of a Project FAO
  • Upcoming Events

Presentation materials will be accessible through this link.