Sign Up for March’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
March’s meeting will begin with announcements, followed by feedback on current Instructor led training (survey) and the Workday upgrade from March 14th.  A review of the new Accounts Payable correction process will be discussed, then wrapping up with a report demonstration from Rebecca Hart on Managing Operating Programs.

There are still open seats left! Please sign-up for an option of your choice:

Meeting date/time:
March 16th
from 1:30 – 2:30 PM.

Locations: 

  • In-person Participation:
    Medical Center:  1-9545 Natapow Conference Room, (view of room and Map)
  • Remote Participation:
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (updated password)

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

Presentation materials have been posted on Resource>User Group page.

UR Financials to Modify Its Look Today, March 14th

UR Financials will undergo some cosmetic and functional changes to the Home page, Reporting and Announcements. Changes are listed below in detail.

Home Page

UR Financials can now be branded with University of Rochester imagery. Below details how the home page will be customized in three different ways:

banner1.       The top center of the Home page will no longer show the Workday image, but will now show the University of Rochester logo.

2.       Below the UR logo, University images will appear that will periodically change. UR Financials Announcements will also appear in this area.

3.       The Home Button previously to the left of the Search bar will show the Workday “W” logo and performs the same function.

Reports

Grid (column) personalization will now be an option on most reports. This feature provides users the ability to visually modify columns shown in report results. Note: All columns will be visible in a grid by default.
Changing columns will not impact data as this is just a visual change and only seen by the user.

before grid

The Show/Hide Columns icon is located in the upper right of the report result grid.

1.       Select the icon to view a drop-down list of all report column titles.

grid

2.       Check only the columns desired to appear on the report.

3.       Select the Done button to save and see changes made. A quick message will appear stating “Changes have been saved” under the U of R logo.  These changes will persist and show the next time the report is run.

Tip: The icon turns light blue when selections have been made

4.       Return to the Show/Hide Columns icon (now blue) to make further changes

after grid

Note: This feature is not available on all reports

Announcements

Announcements will become more interactive and will now be able to link to items such as; reports, external links and tasks. After March 14th, when viewing announcements in the UR Financials system, select the announcement for further viewing of information or possible links.

Additional Changes for March 14th

Read more about changes to the FAO attribute location
Read more on new layout options for Awards (Grant Analysts)

If you have questions please email URFinancials@UR.Rochester.edu.

 

Alert: UR Financials Intermittent Sign On Issues Experienced in all Browsers

ALERT:  The UR Financials system is experiencing sporadic log on issues with all browsers at this time (Thursday, 3/10/16 3:12 PM EST).  This may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Join Us – User Group Meeting on March 16th

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

Meeting date/time:
March 16th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  1-9545 Natapow Conference Room
    , (view of room and Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25 (new password)

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Workday Updates from March 14th
  • Accounts Payable Error Correction Process
  • Training Survey Results
  • Report Demonstration with Rebecca Hart (Part 2 of 3)
    – Managing Operating Programs
  • Upcoming Events

Presentation materials will be accessible through this link.

FAO Attributes Found in New Location on March 14th

Due to the UR Financials Upgrade on March 14th, the FAO attribute location will change.  When viewing FAO attributes (Including Grants), the related worktags will now appear differently within the UR Financials system.

For example, within the View Grant screen, the related worktags are no longer seen at the top of the page, but now can be viewed by either selecting the Related Actions button on that Grant, or opening the newly created Related Worktag tab at the bottom of the screen.

FAO location change 1FAO location change 2

Use this View Grant and Award Job Aid for detailed steps on this change.

For non-Grant FAOs, such as Operating Programs, worktags will now appear in the lower half of the screen after searching for the FAO using the UR Financials system search bar.

FAO location change 3

If you have questions please email URFinancials@UR.Rochester.edu.

 

Change to Layout Options for Awards on March 14th

There has been a change to the layout options for the Award Line tab, within the View Award screen. This Award Line enhancement improves user interface performance for awards with many award lines (Grants).

Enhancements contain the following:

  • Validations moved to the “submit” bar function
  • Error messages are actionable and specific
  • Alternate views available; single selection or grid view (see images below)
    o   Improves performance for managing awards with fifty plus award lines

 view award

How to change Award Line tab view

  1. Run the View Award report for an Award and select Award Lines Tab
  2. Select the Single Selection view optionSS icon
  3. Select the Grant to show the Grant details

Single Selection View:

view award 2

Grid View (traditional):

view award 3

If you have questions on these changes, please email URFinancials@UR.Rochester.edu.

Alert: Intermittent Sign On Issues Experienced in all Browsers

ALERT:  UR Financials is experiencing sporadic log on issues now using any browsers at this time (Monday, 2/29/16 10:30 AM EST) that may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Alert: Intermittent Sign On Issues Experienced in UR Financials

ALERT:  UR Financials is experiencing sporadic log on issues at this time (2/26/16 11:02 AM EST) that may prevent users from accessing the system.  This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Security Audit Forms Due on Monday

The UR Financials Security Audit process is wrapping up.  All applicable documents are due by Monday February 29th, otherwise access will be turned off until received.

Ensure your access remains active by sending in your documents today.

Read more for instruction on how to complete this process.

If you have questions please email URFinancials@UR.Rochester.edu.

UR Financials Conducts its Annual Security Audit

It’s time for our annual security verification process for all UR Financials users. Over the past year, employees may have transferred, or left the University without updating their security. This initiative is to validate security for accuracy and completeness within the system. This annual security audit is required for all current Workday users.

User accounts needing adjustment will require the completion of a Workday Security (Access) Form  to document changes needed.

All users should complete the steps below with a signed security verification form returned no later than February 29th.

To begin, complete the following steps:

  1. Run the View My Role Assignments report within the UR Financials system.
    view my role
  2. Once this report is run, select the Print button in the lower left corner of the screen to print this Role Audit report. This will automatically print as a PDF type form with approval lines for manager signature.Tip: This PDF report will also be saved to the Workday W: drive and can be retrieved there.
    role audit form
  3. Review the Organization Type, Organization and Roles Name assigned for appropriateness and accuracy.
  4. If security listed is correct, sign and date, then obtain manager approval. Follow instructions listed at bottom of the Role Audit report for submission. Skip to step 6.
  5. If a correction is needed, check the I need to add or remove access” check box on the Role Audit report then, complete a UR Financials Workday Access Form to document changes needed and gain all approvals necessary on that form.

Use this short list of Role definitions list below to determine if you have requested the correct role for access. Linked here is a complete list of roles and definitions.

role types

6.  Send form and/or report to:
UR Financials Security Attn: Traci Slingerland College Town
44 Celebration Drive
Box 278966 

–OR-
Email a scanned copy to URFinancialsSecurityTeam@UR.Rochester.edu

Note: For Role Audit reports with no corrections send the Role Audit report only.  For Role Audit reports that need corrections send both the Role Audit report and UR Financials Security form.

Remember, all users should have signed UR Financials user security verification forms by Monday, February 29th.

If you have questions please email URFinancials@UR.Rochester.edu.

Sign Up for February’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
February’s meeting will begin with announcements, followed a process demonstration on How to Request a Cost Transfer – The Journal Entry Process. Finally, there will be a discussion on the Reconciliation process for Non Grant FAOs.

There are still open seats left! Please sign up for an option of your choice:

Meeting date/time:
February 17th
from 1:30 – 2:30 PM.

Locations: 

  • In-person Participation:
    Medical Center:  2-7534, (view the second-floor CEL Department Map)
  • Remote Participation:
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (updated password)

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

Presentation materials will be posted on Resource>User Group page.

Join Us – User Group Meeting on February 17th

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

Meeting date/time:
February 17th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  2-7534, (view the second floor CEL Department Map)
  • Remote participation.
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (new password)

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Workday Updates
  • How to Request a Cost Transfer – The Journal Entry Process
  • Report Demonstration with Rebecca Hart (Part 1 of 3)
    – Reconciliations for Non Grant FAOs
  • Upcoming Events

Presentation materials will be accessible through this link.