Author: jsharon

Upcoming Accelerated Close Process for 2025Beginning with January 2025 Close occurring in February 2025, the Financial Accounting Period Close process will be accelerated. The Financial Accounting Period Close reference guide will be updated by late January 2025 with close activity deadlines that align with the new timeline. To prepare for these adjustments, those with Reviewer or Approval roles […]

The following reports have been modified to move the Contingency Funding line item from the Expenses block to its own separate line item. This change will align with other reporting that groups contingent funds separately from expenses to reflect a true free balance for WashU Medicine. The regrouping will not affect reporting results for other […]

Use the Create Request: Payroll Accounting Adjustment (PAA) Request tutorial to request help for transferred or terminated workers who are no longer in the business area and when security access is no longer available. Run RPT4710 – WU – Payroll Distribution Detail, then use the Payroll Accounting Adjustment Worksheet in Box. Next Steps

The Office of Data Governance is thrilled to announce the launch of our new Collibra User Interface (UI), designed to transform your data governance experience. After extensive research and user feedback, we’ve designed a sleek, intuitive environment to enhance your usability and efficiency.  Collibra’s new UI isn’t just an update; it’s a reimagining of how […]

New Report to View All Searchable Reports  Run RPT7461 – WU – My Searchable Reports to view all searchable reports in one place based upon the signed in user’s security. Leave all prompts blank to see all searchable reports. The ability to run a report is contingent on one’s security roles and fields on the reports. […]

Update to the Pending Onboarding Status Report To increase transparency during the Hire and Onboarding business processes, RPT6377 – WU – Pending Onboarding Status Report now features an additional column, Supplement B (Section 3) Completed for Hire. This column indicates the completion status of Supplement B (Section 3) for rehires during the I-9 verification process. Managers […]

Action Required: Review Pending Financial Transactions  Run RPT6938 – WU – FIN – Financial Transactions In Progress by School to provide detail on outstanding transactions and with whom items are awaiting action. Those with Reviewer or Approval roles must review transactions to ensure timely processing and approvals. All transactions need to be reviewed with appropriate action taken no later […]

Review Pending Financial Transactions Run RPT6938 – WU – FIN – Financial Transactions In Progress by School to provide detail on outstanding transactions and with whom items are awaiting action. Those with Reviewer or Approval roles must review transactions to ensure timely processing and approvals. All transactions need to be reviewed with appropriate action taken no later than 5 […]

Action Required: Review Pending Financial Transactions Run RPT6938 – WU – FIN – Financial Transactions in Progress by School to provide detail on outstanding transactions and with whom items are awaiting action. Those with Reviewer or Approval roles must review transactions to ensure timely processing and approvals. All transactions need to be reviewed with appropriate action taken no […]

Action Required: Review Pending Financial Transactions Daily Run RPT6938 – WU – FIN – Financial Transactions in Progress by School to provide detail on outstanding transactions and with whom items are awaiting action. Those with Reviewer or Approval roles must review transactions daily to ensure timely processing and approvals. All transactions need to be reviewed with […]

Updated Rule for Freight Match Exception  In order to decrease the amount of freight related match exceptions for approval, a $100 allowance for freight is added. Now, only Supplier Invoices (SIs) with a freight amount greater than 10% of the Total Purchase Order (PO) amount AND over $100 on non-blanket PO invoices will require a match […]

Begin Auditing Faculty AppointmentsHR Partners and Academic Partners must review and confirm academic appointment data for all supported workers by March 13, 2024, for the upcoming FY25 Faculty Reappointment process. Refer to the updated Faculty Reappointment Processing Guidelines reference guide and the Manage Academic Appointment tutorial. Run RPT5944 – WU – Academic Appointment Detail Report for a list of current academic appointment details […]

Begin Auditing Faculty AppointmentsHR Partners and Academic Partners must review and confirm academic appointment data for all supported workers by March 13, 2024 for the upcoming FY25 Faculty Reappointment process. Refer to the updated Faculty Reappointment Processing Guidelines reference guide and the Manage Academic Appointment tutorial. Run RPT5944 – WU – Academic Appointment Detail Report for a list of current academic […]

Find Missing Worker Data with RPT7086 HR Partners can run RPT7086 – WU – Workers with Missing Data Elements to audit for workers with missing data such as Social Security Number, Date of Birth, Gender, Citizenship Status and more. Run this report routinely, especially during Year-End Close activities. Log into Collibra to review terms and definitions for RPT7086. […]

An effective data stewardship community elevates a Data Governance Program with a lens for proactive collaboration and striving for continuous improvement. Some key aspects include:      Data Collaboration: Foster collaboration between data stewards, data owners, and data users to facilitate data-informed-decision-making.  Continuous Improvement: Regularly review and refine data stewardship practices based on feedback and changing business needs.  Data […]

Artificial Intelligence (AI) at its core is a mathematical equation. Al takes a large amount of data, analyzes it, and produces predictions. Ensuring these predictions are accurate is where a governance framework can help. Data governance addresses concerns surrounding AI by increasing transparency and accountability by creating policies and processes. Overall, strong governance is necessary […]

The importance of data quality cannot be overstated. Accurate, reliable, and consistent data builds the foundation for sound data-informed decision-making, successful business operations, and trust of stakeholders.   WashU’s Data Governance Program focuses on building data proficiency, especially as Artificial Intelligence (AI) and predictive analytics grows. To be successful, data quality must remain a top priority […]

The Collibra Browser Extension is an extension for Chromium-based browsers, such as Google Chrome and Microsoft Edge. This extension allows quick access to Collibra’s Data Intelligence Cloud so you can search for business terms, definitions, and acronyms from any web page, without having to open the Collibra application.  You can download and install the Collibra […]

The Global Search feature within Collibra has proven to be both popular and helpful for most Business Users.  We’re excited to inform you how using a new filter can further improve your user experience and search results.  We recently developed a new Global Search filter to remove the Operational Data Catalog metadata from the Global […]

RPT2941 – WU – Worker Change History – Updates to Worker Change History Report  New Prompts: – Date and Time Completed (Before and After)– Business Process Reason– Employee/Contingent Worker Type (Current and Proposed) Log into Collibra to review terms and definitions for RPT2941. RPT7172 – WU – Recently Recruited Staffing Additions Incumbent Worker New Report to View […]