Workday New User Interface Launches August 17th

On August 17th, UR Financials (Workday) will have an updated user interface and landing page as announced in previous User Group meetings. No longer will users see the My Workday 2.0 page after log in, but will instead land on a Home page with a new look and feel.

Listed below are Workday user interface highlights for August 17th:

  • Workday landing page will now be the Home page
  • Worklets will still be available, but will display as round icons. Each worklet will be represented as a different image. Select the image icon to see Worklet report listings

WD 24 Home page simplier


  • Announcements may be created and will display within the Announcements worklet.  These may be color coded based on message content and timing.  Select the individual announcement to read message details.wd24 announcements

TIP: The Announcements worklet itself does not contain any visual indicator when a message has been added, removed, or updated to the list.  Open this worklet often to see new messages added, removed, or updated regarding UR Financials.


  •  Grants Management Reports worklet, Common Financial Reports worklet and Capital Project Reports worklet will all be located within the Financial Reports worklet icon
    • Within each sub-worklet, reports list will still display

wd24 worklet


  • New navigation using a built in back button WD24 Back Nav will return users to the Home page after selecting a worklet icon.

 

More user interface changes are scheduled for Workday’s next release, coming this September and will be announced here.

For questions on these changes, Contact Us, or
UnivIT: (585) 275-2000 or email: UnivITHelp@ur.rochester.edu
URMC: (585) 275-3200 or email: HelpDesk_ISD@urmc. rochester.edu

Join Us – User Group Meeting on August 19th

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.  August’s meeting will begin with announcements, followed by updates on Reporting Workshop results, Training strategy and Workday 25 new user interface. Spotlight topic will be on Accounts Payable.

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

Locations: 

  • In person participation
    Medical Center:  School of Nursing, Loretta C. Ford Education Wing, 1W502 Classroom
    (directions – at bottom of linked page)
  • Remote participation
    WebEx
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday24

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Reporting Workshop Summary
  • Training Strategy
  • UR Financials Functionality Enhancements
  • Accounts Payable
  • Upcoming Events

Presentation materials will be accessible through this link.

Common Financial Reports Simplified

Five months of using the UR Financials system has illuminated how to refine reports and implement additional features making them easier to use. This Summer we continue reporting improvement efforts through a series of reporting enhancement design sessions.  These will be conducted with a select focus group dedicated to improving UR Financials reports.

Reporting modifications and simplified report retrieval structures (Worklets) approved from these sessions will be communicated to all users every 1-2 weeks within the UR Financials Newsletter. Once reports are finalized, training materials will be updated to reflect approved enhancements.

For more on the progress of this effort, information will continue to be provided in upcoming User Group meetings held the third Wednesday of every month.  The next User Group meeting will be held on July 15th.  More details will be published soon on how to participate.

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.

User Group Meeting Today

Please join us for the first UR Financials User Group meeting – held today, May 20th.
We will kick off the meeting with an update on accomplishments post go live, followed by a discussion on Reporting Workshops and UR Financials Communications. Also highlighted will be a review of Workday enhancements to come.

Please review the presentation materials prior to the session.

For those partaking in this meeting via WebExclick here and enter your name and e-mail if prompted. The meeting password is: Workday24

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

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

Sign up for Inaugural User Group Meeting

Please join us for the first 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.  May’s meeting will focus on UR Financials Communications and Reporting.

Please, sign-up here to participate in person, or remotely on:
May 20th from 1:30 – 2:30 PM. (This group meets once a month)

For those partaking in the meeting via WebEx – click hereand enter your name and e-mail if prompted.
The meeting password is: Workday24
Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Reporting Workshops
  • UR Financials Communications
    • Newsletter
    • Financial Close Notifications
  • UR Financials Functionality Enhancements
  • Upcoming Events

Presentation materials will be accessible through this link.

Reporting Workshops in May

Additional Reporting Workshops are being offered in May to active users in the UR Financials production system.

If you would like hands-on support and practice running reports in the production environment, sign up for any of these 2 hour sessions.  Each are designed to be interactive and answer questions you may have on common financial reports in the UR Financials system.

A copy of the presentation slide deck can be downloaded from our Support > Workshops page.

Quick Reference Card for Viewing Supplier Payments and more

To continue UR Financials learning, new and updated Quick Reference Cards (QRC) can be found on the Training Materials page.

New/Recently Updated Quick Reference Cards:

These pdf documents have been designed to provide brief, step by step guidance on commonly performed tasks and reports. Updates are based on feedback from users and updates to the UR Financials system.  New QRCs are being developed for common reports and frequently asked questions.

Look for more Quick Reference Cards to come on the Training Materials page.

Inbox viewing in Workday: Full view upon selection

Your Workday Inbox viewing has slightly changed.  No longer will an arrow be used to select and view your entire message.

inbox wd24

Now your message will automatically appear to the right of the screen once selected from your Inbox.

  1. To expand the message view, select the Full screen Viewing Mode icon (double headed arrow) next to the gear Actions icon Inbox expand
  2. Select the icon once more (toggle) to return the message size to its original size

For more tips, please visit the Tips and Tricks section of the UR Financials Newsletter emailed to users every Friday.

 

My Workday 2.0 includes Grant Management Dashboard: Worklets 5 or less

Worklets on the My Workday 2.0 home page allows for quick access to your favorite links.  The My Workday 2.0 home page has undergone some recent changes listed below:

  1. Only allows up to five (5) Worklets to show at one time for all users
  2. Now automatically includes the Grant Management Dashboard for Grant users

worklets wd24

If more than 5 Worklets are configured on the My Workday 2.0 page, please prioritize the Worklets selected to only show the five needed. If you have more than five listed, the remaining Worklets will not appear.
To do this, Configure Worklets  to modify the type and order as you would like them to appear on your My Workday 2.0 page. This includes the Grant Management Dashboard that has been automatically provided to all Grant users now in Worklet form.

Sign Up for URF Training Now While Seating is Available

Classes for this implementation’s training rollout are running until mid-February, 2015.  To get access to our new financial system and learn how to run reports against financial transactions, sign up for the class today!

  • UR Financials Non Company Level Reporting classRequired for UR Financials access.  Seating is limited to one registration per person with either a half-day, or full-day session option.
    TIP:  If your session is not available, but a seat for the day is, sign up for that open spot and in the comments, list if you would need to stay the “FULL DAY”, or “HALF DAY”
  • Excel for UR Financials. Optional, 2 hour class

 

Remember: Training Certification is required for access to the UR Financials system.
To gain access to UR Financials the following MUST be completed:

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

After this Training rollout, NCL Report training will be offered again on a monthly basis starting this Spring.

We hope you enjoy class.

Notification of Certification for UR Financials

Confirmation of your UR Financials training certification is being announced through the Certified Users list on our UR Financials login page.  This list shows users who are certified for access to the Workday system.

This list is being updated daily as many are becoming certified and gain access to the financial system every day.  View the list after you pass your Non Company Level Reporting class assessment to see if you are marked as certified for access.

Once you see you name posted, please allow 1-2 days for processing before you log into the UR Financials system.  Remember, you log in is the same as your HRMS NET ID and password.

 

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

Can’t Log in? – Certification for UR Financials Requirements

Need access to the new financial system, or think you should?  Remember, training certification includes taking and passing both the Introduction to UR Financials eLearning AND the Non Company Level Reporting class for non company level users.

Certification to access UR Financials for non-company level users requires the following items to be completed:

  1. Has a current COGNOS account, or Workday Access Form submitted
  2. Taken training and passed all necessary training assessments in BlackboardThis includes the Introduction to UR Financials eLearning AND the Non Company Level Reporting class tests for non company level users.
  3. Submitted an approved COGNOS Security Verification Report

To check your grades in Blackboard for UR Financials Certification, follow these quick instructions.