Workday & Adaptive Progress Tracker (proposed)

Issue: Details about costing allocation (i.e., when does it occur and who does what) were unclear. Resolution: Developed auditory reports and guidance for SET leaders. Offered a training session on 8/9/22 for Finance leaders to provide visibility of the Finance Dashboard. Date Resolved: 8/11/2022 Impacted Audience: Finance SET Leaders Finance Finance, Reporting, Workday

Issue: Details about costing allocation (i.e., when does it occur and who does what) were unclear. Resolution: Created a Knowledge Article with clarified SOPs and details titled, “Position Organization Assignments & Costing Allocations.” Position Organization Assignments & Costing Allocations Date Resolved: 7/21/2022 Impacted Audience: HR Business Center HR Finance, Workday

Issue: End-users couldn’t find Knowledge Article for how to change a supervisor for a vacant position, only for a filled position. Resolution: SOPs were outlined and a new Knowledge Article was created titled, “Change Supervisor for Filled or Vacant Position.” Change Supervisor for Filled or Vacant Position Date Resolved: 8/1/2022 Impacted Audience: All Campus HR Staffing and Compensation, Workday

Issue: There was not an accessible list of common financial reports available to the community. Resolution: Created and distributed a targeted Knowledge Article with a list of common financial reports and their respective links titled “Common Financial Reports.” Common Financial Reports Date Resolved: 7/28/2022 Impacted Audience: Finance and Budget Analysts Finance FDM, Reporting, Workday

Issue: There was no supporting documentation regarding retro-pay, ensuring Workday pay is accurate, creating a Workday Help case and routing to payroll. Resolution: Created and distributed the targeted Knowledge Articles and communication regarding retro-pay details. Date Resolved: 7/19/2022 Impacted Audience: All Campus Workday System Issue Staffing and Compensation, Time Off, Workday

Issue: The automated email to managers for approving requested time off was unclear. Resolution: Modified the automated message to managers for clarity. Date Resolved: 7/21/2022 Impacted Audience: Managers Workday System Issue Managers, Time Off, Workday

Issue: There was not a clear “End Job” or resignation process description for end-users in Workday. Resolution: The SOPs on retirement were updated and Knowledge Articles were created for how to resign and retire. ResignationRetirement Date Resolved: 8/23/2022 Impacted Audience: All Campus HR Staffing and Compensation, Workday

Issue: Due to the missing security role assignments, there wasn’t a process and approach for reassigning business processes that reached higher levels. Resolution: A Workday process was utilized to reassign all business processes as of 7/27/22, and a targeted communication was distributed to impacted audiences. Date Resolved: 7/27/2022 Impacted Audience: Finance Business Center Finance Security Roles, Workday

Issue: Lack of clarity regarding SET Security Roles and definitions for the Workday team and SET leaders to update the gaps in security permissions. Resolution: A report was pulled together to identify the gaps in security permissions and distributed to finance leaders. The updated security workflows were sent to SET leaders and those in the impacted roles. Date Resolved: 7/27/2022 Impacted Audience: Finance Business Center Finance Security Roles, Workday

Issue: HR Coordinators were not aware of how to provide access to delegating tasks in Workday. Resolution: The following Knowledge Articles were created to address the delegation issues: Delegate TasksInbox Delegation-Time Absence Approval for ManagersInbox Delegation-Time Absence Approval for Business Center and kNEXT Date Resolved: 8/4/2022 Impacted Audience: All Campus Workday System Issue Task Delegation, Workday