To help users better understand Procurement, Asset Management, Travel, and PCard functionality in Workday, standing office hours are being offered for each area. Office hours will begin with a brief demonstration and then be open for questions. In some instances, breakout rooms will be created to better answer targeted questions. To join a session, see the full article for Microsoft Teams and Zoom links.
Units can make purchases on assets now, but new assets will not be created in Workday until January 18. If you experience issues with round-trip (punch-out) functionality or cannot find a supplier catalog or item, please do not contact the supplier directly. Your help contact is based on your funding unit. For UNIV funding units, contact the Marketplace Team For Health System/OSUWMC funding units, contact 614-293-4357 (HELP) As of January 8, only Central Accounting users have access to PeopleSoft Financials (FNOSU). All other financial users can access the non-production databases available at go.osu.edu/pslinks . Designated GL users should select FNOSU. For inquiry access select FN8QAD.
Beginning with go-live on January 7, all new project requests (capital or non-capital) will take place in the Adaptive Planning module of Workday. The Project Request link on the Facilities Operations and Development (FOD) website will direct users to the Adaptive Planning login. Any capital/non-capital project request submitted before January 7, 2021 that did not have a project budget estimate approved by November 23, 2020 will need to be re-entered in Workday Adaptive Planning. Anyone with questions should contact Cyndi Fout ( fout.9@osu.edu ).
The Reports and Report Crosswalk job aid is now available in the Administrative Resource Center (ARC). This document provides a listing of reports available in Workday and Tableau that will be of interest to college and unit fiscal staff, leaders, and managers. It also provides a crosswalk between legacy reports and Workday/Tableau reports.
PeopleSoft Finance (FNOSU) will only be available to a designated group of general ledger users starting Friday, January 1, 2021. From January 1 until June 30, 2021 all current PeopleSoft Finance users will have access to a non-production database for inquiries.
To access these databases beginning January 1, please go to the Key PeopleSoft Superlogin page: http://go.osu.edu/pslinks
For the designated GL Users click on FNOSU For Inquiry access click on FN8QAD
The online Workday Calendar , provided by the Enterprise Project, shares a full listing of deadlines and system freeze dates as part of the move to Workday. Below is a listing of deadlines highlights happening from December 29 through January 8, 2021.
December 29:
Last day for units to approve eRequests to reallocate credit card charges
December 30:
Last day to approve pending requisitions and purchase orders Last day to approve manual invoices Last day to submit bill-only requisitions Last day to resolve match exceptions
December 31:
Last Day for access to production PeopleSoft (except for users performing GL close activity) Last day to make deposits in PeopleSoft Last day for central finance users to update PeopleSoft assets Last day for AR to collections cutoff in SIS Last day to approve procurement, travel, expense cost transfers Last day to approve expense transfers (Grants)
January 2:
Last day to submit and approve time in eTimesheet
January 3:
Workday HR and Payroll go-live
January 4:
Final bank statement loaded to SunGard for 12/31 statement Last day to submit OBA Last day for "prepaid" in PeopleSoft for FY21 Period 6 ("utilization", needed to stop sponsor billing)
January 5:
Last day to submit IDB
January 7:
Workday Finance and Supply Chain go live
January 8:
Last day for users to access PeopleSoft Finance (Except for Central Users performing final FY21 Period 6 Close Activities) and eMaterials
This is a reminder that reports will be available at go-live on January 7, but will not be applicable for Year to Date/Life to Date reporting until all historical data loads are complete. Grants historical data will be available January 20 and GL data through December 2020 will be available January 25.
The online Workday Calendar , provided by the Enterprise Project, shares a full listing of deadlines and system freeze dates as part of the move to Workday. Below is a listing of deadlines highlights happening through January 2021.
December 14:
Last day to submit eRequests (including eStores orders and reimbursements)
December 16:
Last day to submit manual invoices to Accounts Payable
December 17:
Last day for college/VP unit approval of eRequests
December 20:
Last day to use existing pre-printed envelopes with chartfield bar codes (UniPrint has stopped accepting orders for pre-printed envelopes)
December 21:
Last day for campus Service Centers to process eStores orders Last day for PREP payment entry Last day for one-time vendor adds for refunds through PREP New Metered Mail Request form using the worktag format will be available and required
December 29:
Last day for units to approve eRequests to reallocate credit card charges
December 30:
Last day to approve pending requisitions and purchase orders Last day to approve manual invoices Last day to submit bill-only requisitions Last day to resolve match exceptions
December 31:
Last Day for access to production PeopleSoft (except for users performing GL close activity) Last day to make deposits in PeopleSoft Last day for central finance users to update PeopleSoft assets Last day for AR to collections cutoff in SIS Last day to approve procurement, travel, expense cost transfers Last day to approve expense transfers (Grants)
January 2:
Last day to submit and approve time in eTimesheet
January 3:
Workday HR and Payroll go live
January 4:
Final bank statement loaded to SunGard for 12/31 statement Last day to submit OBA Last day for "prepaid" in PeopleSoft for FY21 Period 6 ("utilization," needed to stop sponsor billing)
January 5:
Last day to submit IDB
January 8:
Last day for users to access PeopleSoft Finance (Except for Central Users performing final FY21 Period 6 Close Activities) and eMaterials
As of Saturday, December 12, the PeopleSoft HR system is no longer available for employees to create transactions. However, HR professionals who have a non-employee self-service security role for PeopleSoft will continue to have view-only access until June 30, 2021.
Additionally, a few individuals in HR Connection and Payroll Services will maintain PeopleSoft HR production access for the purpose of performing year-end and exception processing. If you have been identified as someone who will maintain this access, you have been notified separately.
To access HR Peoplesoft AFTER 12/12, please visit the PeopleSoft Superlogin page at go.osu.edu/pslinks
For view-only access (all HR Professionals with a non-employee self-service security role) click the HRPAY link. For limited production access (targeted group of HR and Payroll professionals) click the HROSU link.
