Finance

Did you know that many expense items and spend categories have descriptions?  To view the spend category or expense item description while completing an expense report in Workday, click the Related Actions button (the three dots in the orange rectangle) next to the spend category/expense item name.  A pop-up will appear that includes the spend…

There are several “UCF Extract” reports in Workday for the UCF community that provides information on all active grants and cost centers. Users can access the quick and easy reports by using the Workday search bar to access these two reports, which also help identify Foundation Data Model (FDM) values. Report details include:

As of June 27, the previously used Adaptive User Login is no longer available and all users must access the Adaptive Planning application within Workday using your App Menu or Workday search bar. All current Adaptive users have immediate access to the new application. Future users will be able to obtain access per Central Budget…

Worktag templates are now available on the FDM Dashboard in Workday to help streamline new worktag requests. Staff should utilize these templates when requesting a new worktag value in Workday. To access the templates, navigate to the “Other Resources” section on the Financial Initiative/Activity tab on the FDM Dashboard as shown in the image below:…

It’s our first fiscal year end since Workday Go-Live and it’s time to close the books! UCF’s fiscal year ends on June 30 and financial transactions in the Workday system will be impacted. All finance business centers (FBCs) have been provided a Fiscal Year-End (FYE) Closing Schedule to help guide users on these deadlines. Over…

We are pleased to announce that the Foundation Data Model (FDM) Dashboard is now available for Workday users. The FDM Dashboard allows users to review information regarding specific financial worktags for topics such as: Financial Initiative/Activity, Gifts/Grants, Projects, Funds/Programs, Designations and Cost Centers/Divisions. The FDM Dashboard knowledge article provides information on how to access and…

Starting February 20, gift compliance approval will be automated in Workday. This will ensure that donor intent is verified at all dollar amount levels during the submitted system business process. The approval step will be applicable to all gifts and viewable in your Workday My Tasks (Inbox). This automated gift manager approval step impacts the…

The electronic W-2 tax form for the past calendar year (2022) is now available for viewing and printing in Workday. For those who did not elect the electronic format, paper W-2 forms will be postmarked no later than January 31. Instructions on how to access your W-2 form in Workday can be found by viewing…

Announcement on behalf of Kim Banks, Senior Assistant Vice President of Budget Planning and Analysis, and Danta White, Senior Assistant Vice President and University Controller Financial Affairs is pleased to announce the availability of a new finance knowledge article that outlines the steps for recording refund and reimbursement checks using the Workday Record Cash Sale…

Adaptive Planning training options are now available! Training is designed for budget directors, budget managers and budget analysts to better assist with annual forecasting and budgeting processes in preparation for the relaunch of Adaptive Planning on October 27. The following training is now available: Live Demonstrations: Live demonstrations of specific tasks are being held virtually…