See the full post for more details about recent and upcoming reporting changes, including reports where users will need to update saved filters.
Find Supplier Invoice Request Summary and Detail Report Enhancements:
Enhancements have been made to both the "Find Supplier Invoice Request (SIR) Summary - OSU" and "Find Supplier Invoice Request (SIR) Detail - OSU" reports.
Coming Soon: Business Processes Awaiting Action Dashboard Changes:
To improve performance on the "Business Processes Awaiting Action" dashboard, changes will be made to the Requisition report on the dashboard.
Coming Soon: Saved Filters on Find Supplier Invoice Reporting:
On March 18 , changes will be made to prompts on the "Find Supplier Invoice Summary - OSU" and "Find Supplier Invoice Details - OSU" reports.
Coming Soon: Business Process Approval Times - Supplier Invoice Reporting:
To coincide with changes to workflow on supplier invoices, the Grants Operation Center Rep approval time will be added to both the "Business Approval Times - Supplier Invoice Summary" and "Business Process Approval Times - Supplier Invoice Detail" reports during the week of March 18 .
Changes are being made to help users leverage the Requisition Worklet to manage their requisitioning process.
Users of the "Create Requisitions" task will now see a "Try new Experience" button. This will redirect them to use the Requisition Worklet. Additionally, for Requisition Worklet users, on the top of the page to the left of the shopping cart, a new question mark icon will be available that when clicked will provide basics on how to use the tool. Stay tuned for more detailed information regarding the buying experience.
Beginning Friday, March 15 , all non-PO internal supplier invoice lines over $5,000 tied to the OSP Grant Hierarchy will route to the Grants Shared Service Center for review prior to posting. This review is to help ensure that grants are charged only approved internal billing rates, charges are in compliance with the grant agreement, and have appropriate supporting documentation. If there are no published rates and/or the rates do not match what is itemized on the requisition/quote or invoice that supports billing to OSP grants, the Grants Shared Service Center will be sending back the transactions.
A new Tableau report is now available to end users in "Enterprise" folder. This report allows users to customize worktags for finance data. Users can select worktags from the column headings and they will remain displayed on the page. Users can select up to 10 custom columns and those can be filtered from the details pane. The report displays beginning balance, activity, and ending balances for the worktag combinations selected.
The report can be found using the path Finance and Supply Chain Domain > Financial Accounting/General Ledger > Financial Balances Summarization with Flexible Selectable Columns . For those with access, the Tableau link is https://dataviz.rae.osu.edu/#/workbooks/9485/views .
OTDI’s Enterprise Business Solutions (EBS) team has made a few updates to the academic unit structure where academic appointments are maintained in Workday. The naming convention has been updated for 55 existing Academic Units, such as “Medicine, College of” to “College of Medicine” and added 53 new academic units, such as university centers and institutes.
Colleges and units may now add academic appointments as appropriate to the new academic units for their faculty in Workday. Faculty will be able to see these new academic appointments in their Workday profile as well as on Find People once the colleges and units make the changes.
This data is maintained and updated by the colleges and units as decisions are locally managed. A list of the changes will be emailed to the HR Business Partners. In addition, you will see changes to the prompts in the “OAA - Academic Appointments” report in Workday; please be mindful during your next report run. This information is also being shared through HR Now.
Whether you’re new to leading people or have years of experience, you have access to resources to continuously grow and expand your skills. A training on Ohio State’s technology platforms, tools and resources is available to help people leaders use administrative technology. This eLearning covers the tools needed to perform your work and manage employees. Managers, manager liaisons and administrative professionals can participate in the on-demand BuckeyeLearn training to review topics such as HR Connection requests, Workday basics, Microsoft 365, BuckeyeLearn and more.
A new Workday internal career site has tools to help employees easily navigate and apply for open opportunities across Ohio State. The “Career” section is the primary spot for information related to open faculty, staff and student positions and can be found by clicking the “Menu” icon in the upper left corner of Workday. It includes resources and training for career growth, job referral information, career level definitions, an overview of applications and enhanced search capabilities for academic and health care internal job postings. In addition, updating personal education and work history makes it easier to apply for internal positions. More information is available on the HR website .
What you need to do:
Share this information with faculty and staff in your college or unit.
The Workday "Effort Certification Status Report – OSU" has been updated to ensure terminated employees are included. Previously, when using cost center or cost center hierarchy with the Org Assignment Cost Center Hierarchies prompt, terminated workers would not di spl ay. Now, terminated workers will di spl ay based on the worker position data on their last day as active employees. This change allows you to use the Org Assignment Cost Center Hierarchies prompt without missing terminated employees. Please contact OSPGrantsAccounting@osu.edu with any questions.
New “stand-in” supplier called “SIR New Supplier Request - SPL-0000012” was created to aid end users in submitting payment requests via "Supplier Invoice Request" when a new supplier is being requested.
Spend Authorizations and Expense Reports now permit the designation of a specific position for payees who hold spl it positions. The new "Position" field will only be visible on the header of the Spend Authorization or Expense Report when the payee is a worker with spl it positions. Selection of a position will designate the default worktags on the lines, drive the business process approvals, and ensure that the correct manager receives the notification when a spend authorization is created. If the position designation is changed after lines are entered on the Spend Authorization, the default worktags for that position will only apply to new lines and no overrides to information already populated will occur. When a Spend Authorization with a position designation is linked to an Expense Report, the position designation will automatically populate and cannot be changed, ensuring position consistency across both transactions.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
