This presentation is to provide an update of the UR Financials Project, along with an overview of the Workday Training strategy. The presentation will show the training approach and recommended curriculum identified to date.
This demonstration is to provide a view of the Workday Reporting Strategy, along with an overview of Workday Reporting capabilities. The demo will show prototypes of Monthly Ledger, Monthly Transactions Report and the power of Worktags.
This demonstration is to provide a view of the Journal Entry Processing in the Workday application. We will be reviewing key process changes, journal entry workflow and integration workflow. The demo will contain several real U of R examples.
This demonstration is to provide a view of the AP Supplier Invoice Initiation and approval workflow capability in the Workday application. We will be going over two business processes and many real U of R examples.
Security was the main focus of the June Demo Days. Role based security and user based security was discussed. A role security hierarchy was shown and inherited versus assigned security forms were explained.
The May Demo Days demonstrated how Workday utilizes inquiry functionality to quickly and easily pull specific data for reference. Worklets were discussed and demonstrated. Some notable features included drillable fields that are available to take a closer look at specific values of interest, search functionality, and some basic analytics that can be used to look up pertinent information easily.
The April Demo Days explained how Workday uses business processes. More specifically, it demonstrated the approval process of an invoice entered in Workday. Auditability and increases in efficiency Workday provides us were highlighted throughout the presentation.
The March Demo Days touched on many topics but some highlights were we discussed new terminology and presented a cross walk table between old and new vocabulary, explained related (inherited) worktags, ran a basic financial report, and lastly demoed the entry of a journal entry in Workday.
The February Demo Days’ focus was on the new chart of accounts or what we now refer to as the new financial data model (FDM). The intent was to explain how the FRS account number and sub code “code block” will be recoded through the use of Workday delivered Worktags.
This was the first introduction of Workday for most members of the University of Rochester community. It was intended to merely be a first glance at what Workday is and the strategy of its replacement of FRS. Basic navigation and terminology was reviewed at a high level.