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.

Grant Management Monthly Transaction Report Bursted

Today, all Grant Management report users will find the Monthly Transactions Printable (NCL) URF0943 report(s) bursted to the W: Drive within Workday.

The UR Financials Reporting team has created a Report Group specifically for Grant users based on this report.   This is by exception only.
Cost Center Managers can create their own report group by following steps outlined in the Creating a Report Group (Cost Center Financial Analysts): Step Guide

To view bursted report(s) in the Workday W: Drive, follow these steps:

  1. Log onto UR Financials
  2. Click My Account icon profile and select W: Drive
  3. Under File Name, click on the bursted report you want to open
  4. Click Report icon to open

This report has been set to persist for only 30 days in your W: Drive within Workday. If you would like to keep this report, please save it to your hard drive on your local computer.

Remember: all other reports need to be run manually.

You may notice in your My Account menu that you now have Notifications. These are generated for each report bursted to your W: Drive.  Please follow the steps outlined in Self Help (FAQs) on how to access Notifications.

If you have any questions on this, Please Contact Us

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.

UR Financials Live for Certified Users

UR Financials, our new financial system, is running live in our production environment.

All certified users can log into the system at this time.  This refers to users that 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 not completed the above items, please do so now.

Provided is a list of Certified Users as of April 24, 2015 2:30PM.  After achieving certification, access should be provided 1-2 business days later.

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

Preparing For Go Live: How to Check Your Grades in Blackboard

It’s important to be aware of your grades for any UR Financials course in Blackboard.  Grades of an 80% or higher are necessary to fulfill training prerequisites and certification for the UR Financials system which goes live on Monday, January 5th.

How to Check your Grades in Blackboard:

  1. Inside the Blackboard system, in the upper right corner of your screen, select the dropdown arrow next to your name
    grade check3
  2. Then chose the Grade icon on the left navigation of the dropdown menu.
    grade icon
    This will take you to the My Grades page detailing all your grades in Blackboard.  Here is where you will find your UR Financials course grades as well.

If you received an 80% or higher on your assessments, congratulations – you have passed!  If you have not passed, and used all your attempts, please Contact Us.

Happy Holidays!

 

Preparing for Go Live: Sign Up for Training

To prepare for accessing your financial transactions using UR Financials, don’t forget to sign up for the UR Financials Non Company Level Reporting class.  Seating is limited to one registration per person with either a half-day, or full-day session option.

NOTE: If you don’t have a COGNOS account currently, you will need to request access to UR Financials before you take any training, or assessments.

Below are the prerequisites for class:

  1. Having a current COGNOS account, or completing the UR Financials Workday Access form
  2. Completing the Introduction to UR Financials eLearning course
  3. Passing the required Introduction to UR Financials Assessment with a grade of 80% is required prior to registering for this class
  4. Submitting your approved COGNOS Security Verification report with appropriate signatures to your Divisional Finance lead.  Details can be found on the UR Financials Access page

Remember, these are mandatory prerequisites and need to be completed before taking class.  We hope you enjoy class.

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.

Excel Class Sign Up

This two (2) hour Excel for UR Financials class is offered to supplement your UR Financials Reporting skills. Please review the course outline to determine if this class is appropriate for you. If so, you must complete all the prerequisites before taking the class.  Please visit the Sign Up page for complete details.

Seating is limited with ONLY be 250 seats offered for this class. When registering, ONLY take one seat per person as it’s first come first serve.

NOTE: A 48 hour cancelation policy is in place. If you cancel last minute, or do not show, you are taking a seat from another.