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 appropriate action taken no later than 5 p.m. June 28 to prevent unnecessary spend from carrying over to the next fiscal year. Refer to the Fiscal Year End Close Overview webpage for instructions and deadlines and log into Collibra to review functional area and associated business terms with definitions for RPT6938.
Payroll Deadlines
See Payroll Deadlines for a complete list of biweekly and monthly deadlines. Log into Collibra to review functional area and associated business terms with definitions for the following reports listed below:
- June 12: Time Tracking Mass Submit by 5:00 p.m.
Unsuccessfully submitted time will NOT be included in the Mass Submit. Run RPT6360 – WU – Unmatched Time Clock Events report to identify unmatched time blocks prior to Mass Submit deadlines. - June 13: Time Tracking/Absence Approvals by 11:59 p.m.
Run RPT6357 – WU – Unapproved Time Off Requests to identify workers with pending time off requests prior to time tracking and absence approval deadlines. June 15: Payroll Close and Payroll Costing Allocations by 3:00 p.m.
Run RPT5967 – WU – Audit Missing Costing Allocations by Top Level Departmental Supervisory Org to identify workers that are missing payroll costing allocations.
Monitor Contingent Worker Contracts
Departmental HR Partners and Departmental HR Leads can run RPT6723 – WU – Contingent Workers with Expiring Contracts monthly to find supported contingent workers with expiring contracts. If the worker will be contracted beyond the contract expiration date, use the Change Contingent Worker Details task to extend the contract. Refer to the Change Contingent Worker Details tutorial and log into Collibra to review functional area and associated business terms with definitions for RPT6723.