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. Log into Collibra to review functional area and associated business terms with definitions for RPT6938.
Update Absence Requests When Performing Change Job
Departmental HR Partners will now be prompted to complete the new Update Time Off Requests to Do step when performing a Change Job business process for a worker that is changing pay groups (for example, from biweekly to monthly). Absences submitted within the pay period of the job change may have converted to the incorrect absence plan which would impact the worker’s pay. Run the Time Offs Audit report to identify and correct absences submitted within the pay period of the job change. Refer to the demo video linked from Related Resources on the Time Off Balance Transfer tutorial and log into Collibra to review functional area and associated business terms with definitions for the Time Offs Audit report.
Expanded Search Results Impact Some Report Prompts
The modifications to search results as part of the March 11 Feature Release have impacted some report prompts. Use the tips below for limiting search results for some reports. Log into Collibra to review functional area and associated business terms with definitions for RPT5557 and RPT5166.
Process Confirmation on Pro Forma Effort Certification Task
When Payroll Accounting Calculations are kicked off, the Pro Forma Effort Certification task will automatically provide a result for each employee with a pay result as Actuals. To view open pay cycles, review Payroll Deadlines or run RPT5961 – WU – Pre-Payroll Results for Supervisory Organization. When obligations are liquidated at payroll close, this task replaces the results with real Actuals on distribution reports like RPT4710 – WU – Payroll Distribution Detail. Log into Collibra to review functional area and associated business terms with definitions for RPT5961 and RPT4710.
Verify Pre-Payroll Results After Processing of On-Demand Checks
Departmental HR Partners and Departmental HR Partner Leads should run RPT5961 – WU – Pre-Payroll Results for Supervisory Organization after on-demand checks for the supervisory organization have been processed and also the day before Payroll close to verify on-cycle checks are correct. This verification can identify possible errors in manual entries if retro was not available to process the on-demand check request. Refer to the Payroll Processing in Workday reference guide. Log into Collibra to review functional area and associated business terms with definitions for RPT5961.