The template to upload journal entries via Enterprise Interface Builder (EIB) is changing. Beginning at 5 p.m. on Friday, July 12 , you will need to use the new template. The current template will not work after 5 p.m. on July 12. The current information found at the Upload Journal Entries (EIB) in the Administrative Resource Center (ARC) will be updated at the time.
What's changing? We are updating the template to the newest version, adding statistical book code to the drop down, adding budget date to the lines, and adding a Grant Treatment column.
Please note that the equity roll-forward of FY25 beginning equity balances will not occur until after second close, which is at 5 p.m. on the evening of Thursday, July 18. As a result, reporting will be affected until the equity roll-forward process is complete.
A new Supplier Invoice Business Process for Capital Expenses job aid (login required) has been published in the Administrative Resource Center (ARC) for University Company users. It provides instructions for how to determine if a supplier invoice will be capitalized and to what ledger account it will post.
The detailed FY25 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website for download in Excel format. Note: In FY25, Assets and Depreciation close will occur on Day 5. Previously, these activity groups closed on Day 3 and 4, respectively.
The Forward Accruals and 9 over 12 Academic Pay Period job aid in the Administrative Resource Center (ARC) has been updated with a more realistic example for Forward Accruals. Please review if you have an interest in learning more about the forward accrual calculation.
Effective Monday, June 3 , the Tableau report "Delegation History - OSU" has been enhanced to include the new fields and search features listed below.
A new field “Specified Business Process Types” has been added to the report. The new field groups business process delegations into the business process types of: Finance HR, Time Off, and Other. If a user has delegated all business processes for approval, then all four categories will display in the "Specified Business Process Types" field. If a user has delegated only certain business processes, then based on their delegation selections the field will populate only the corresponding process types. The “Specified Business Process Types” filter has also been added to the report.
The worker profile fields listed below were added to the report to provide additional transparency.
Delegating Worker Job Profile
Delegate Job Profile
The “For All Business Processes” field was removed from the filter section.
Beginning on Friday, May 24 , delegation will be enabled on several Workday business processes. Prior to this change, delegation was only enabled on time tracking and financial business processes. These changes will make the functionality available to human resources business processes.
If you have a step in the process, you will be able to use the "Request Delegation" task to temporarily delegate your work to an appropriate individual because you will be out of the office or otherwise unavailable to complete or approve transactions in Workday. Delegation will be available for the business processes listed below. See the full post for a delegation job aid link as well as more details about the benefits of this expanded functionality.
Add Additional Job Assign Costing Allocation (Cost Center Manager was added with the position control project) Change Job Change Organization Assignments for Worker Create Payroll Accounting Adjustments Edit Position Edit Position Restrictions Job Requisition Offer Period Activity Pay Request Compensation Change Request One-Time Payment
Effective May 24, 2024 , a revised interim Earnings Operations policy will be issued. Changes were made to advance compliance with current Office of Management and Budget Uniform Guidance, the authoritative set of rules and requirements for federal awards management, and thereby reduce the risk of waste and misuse of federal funds. These changes are listed below.
Refreshing the definitions of the different types of earnings operations. Requiring earnings operations to use the proper accounting processes. Requiring earnings operations to post their fees publicly. Providing guidance around the tracking and recording of capital assets. Requiring ERIK approval of any earnings operation that plans to charge federal grants.
To compliment the changes in the policy, a training on Earnings Operations is available in BuckeyeLearn.
Below are details about reporting changes as of May 20. See the full post for specific details about the changes.
Supplier Invoice Reports Updated to replace Deprecated Field: Several reports have been updated to remove deprecated field Supplier Category and replace it with an alternate field Supplier Category for Supplier. End users with saved filters will be impacted but a targeted email went out to this population on Monday, May 13.
Coming Soon: UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations: A new report will soon be released to help end users identify transactions and their encumbrances that will roll forward add the end of the fiscal year. The new report is called "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations."
Project Sources and Uses Updates : The Report Project Sources and Uses has been updated and enhanced. Users with saved filters may need to use the "Manage My Saved Filters" task to update their filter to the new Time Period to prevent it from being overridden when using a saved filter.
As a part of fiscal year-end activities, subaward supplier contract encumbrances will be closed out for FY24 and re-opened in FY25.
An encumbrance will not roll-forward into FY25 if a subaward supplier contract has an "Amendment in Process" status. This issue was confirmed in testing. As a result, the Office of Sponsored Programs (OSP) is providing guidance for subaward supplier contract amendments as detailed in the full post .
