UR Financials Reporting Training Schedule for 2020

We have scheduled UR Financials report training for the first half of 2020.  Registration is available in MyPath by searching on “UR Financials” and select the “NCL Basic” course.  All instructor led training classes will be at College Town on the 3rd floor, room 3102 which is just beyond the break room on the right inside the double doors.   Class size is limited due to room capacity.

Thursday, January 23, 2020 from 9:30-12:00

Tuesday, February 11, 2020 from 9:30-12:00

Wednesday, March 18, 2020 from 9:30-12:00

Thursday, April 16, 2020 from 9:30-12:00

Tuesday, May 19, 2020 from 9:30-12:00

Tuesday, June 16, 2020 from 9:30-12:00


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

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


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.


  • 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.

Financial Data Model Crosswalks updated

The following three (3) crosswalks and job aid listing has been updated on the Tools page as of July 23, 2015.

  • FRS Department to Workday Cost Center Crosswalk
  • FRS Account to UR Financials FAO Crosswalk
  • UR Financials Ledger Accounts, Spend & Revenue Category Listing (JOB-AID)
  • FRS Subcode to Workday Worktags Crosswalk

These crosswalks are used for FAO, Worktag, Ledger Accounts and Spend / Revenue Category reference. Each have their own guidance and disclaimers as noted on the Tools page.

UR Financials Live for Certified Users

Provided is a list of Certified Users as of August 5, 2015 9:53 AM.  After achieving certification, access to UR Financials should be provided 1-2 business days later.

Certified users have completed the following:

  1. Have a Workday Access Form submitted and approved
  2. Completed all necessary training
    1. This includes the Introduction to UR Financials eLearning  in Blackboard
    2. AND the Non Company Level Reporting class for non company level users.
  3. Passed all necessary training assessments in Blackboard
    1. This includes the Introduction to UR Financials eLearning assessment
    2. AND the Non Company Level Reporting test for non company level users.

If you have any questions, please contact your local Project Champion.

January 2015 Financial Close – Reporting Now Available

The financial close for January, 2015 in UR Financials (Workday) is now final.  You can now run your monthly ledgers and other reports.

We will be reviewing the new Reporting worklet and be available to answer your questions at upcoming User Call In sessions and Reporting Workshops.   Please sign up on the website if you plan on attending.

Join Us For January 21/22/23 Demo Days

Please join us for the January’s installation focusing on Post Go Live Support including Workshops offered and Frequently Asked Questions for the UR Financials system. 

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, please Click Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • UR Financials Project Update
  • Post Go Live Support Update
  • Frequently Asked Questions
  • Q&A

Announcements on Forms, Training and Conversions

To help you prepare for the UR Financials system going live on January 5th, we have posted these articles on the following topics:

Please cascade this information to interested parties and keep posted to this site as we announce more guidance and support for this transition.

Converted Data Ready for Review

FY15 July Through October Converted Data available in the Conversion /Hands On Workday Environment

FY15 converted data is now available in the Conversion/Hands On environment in Workday.  We have loaded and validated July through October data with the exception of Grants related balance sheet and revenue data. 

For those individuals that were able to attend the Reporting Hands On sessions back in October, you should have some familiarity in running the reports that were demonstrated.   For others unable to attend the sessions, we have posted the Hands On session material as a guide for running some of the reports.   In addition, it will be beneficial to review the eLearning course for additional introductory information on the UR Financials application.

User security has been updated in this environment based on the returned COGNOS Security Access forms that have been returned.

If you have questions, please Contact Us 


FRS Subcode to Workday Worktags Crosswalk — UPDATED

Back in September we replaced the structure of this existing spreadsheet with a new layout. This crosswalk spreadsheet now has two tabs to represent Integrations that flow through Workday (January 1, 2015) and the Converted Balances that we are migrating to Workday (July 1 – December 31 2014). Note that each tab includes both SL & GL subcodes. Utilize filtering to perform searches.

Converted Data will be translated from FRS to Workday terms using the “Balance Conversions” tab for July 1 thru Dec 31 2014 balances. Starting in January 1, 2015, all transactions will use the “Integrations” tab for the second half of FY2015 and ongoing. The major differences with these two tabs are how Property, Plant & Equipment are handled.

Visit the Tools page and scroll down to the FRS Subcode to Workday Worktags Crosswalk section to access this crosswalk. Once opened, use this spreadsheet to look up favorite FRS subcodes to determine the corresponding Workday Spend Category, Revenue Category and Ledger account. As additional subcodes are added to FRS, the UR Financials project team will update the cross reference to reflect these changes.

Data represented from Cognos as of November 7, 2014 (FY2014 and FY2015 with New subcode description or attribute change)

Some FRS subcodes have been consolidated under one Spend or Revenue Category. There are also new Spend and Revenue Categories that don’t currently exist in FRS as subcodes. This is by design as we move to the new Chart of Accounts in UR Financials.

Take the UR Financials Survey Before it’s Closed

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.

Join Us for October 22/23/24 Demo Days

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 Hereand enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access 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
  • Q&A

Hands-On Sessions: Sign Up Now!

Based on your feedback, we are pleased to offer the following Hands-On session in UR Financials. These are designed to enhance your understanding of the new financial system and corresponding Chart of Accounts. For these sessions, converted FRS data and the Workday Financial Data Model (FDM) have been loaded into a UR Financials environment for your preview and practice.

Sign up for an option that is most convenient for you.  There are eight (8) identical Hands-On sessions being offered.

Prerequisites:  Prior to a Hands-On session, the following MUST be completed:

Agenda:  Hands-On sessions will cover the following topics:

  1. UR Financials Overview
  2. Log into the UR Financial system
  3. Use the Search feature to locate 2 reports
  4. Running the Monthly Ledger report
  5. Hands-On Practice
  6. Running the Transaction Details report
  7. Hands-On Practice

Note: Completion of all prerequisites are required before attending a Hands-On session.

We look forward to seeing you there!