Issue 4

Welcome to Workday Watch—a new resource designed to keep you informed with timely updates and helpful insights. Each edition is shaped by the questions and feedback we receive through the Workday Support Portal. Whether you’re navigating new processes or seeking clarity on recent changes, Workday Watch aims to provide the guidance you need, when you need it most. 

The Workday Support Portal serves as your centralized gateway for submitting questions, tracking requests, and finding solutions to common challenges within the Workday system. 

For the fastest support, please avoid emailing individuals with your questions—this can slow down their ability to respond to tickets and may delay your resolution. Submitting a ticket through the support portal ensures your request is routed efficiently and addressed in the order it was received. Remember: tickets always take priority over direct messages.

When to submit requests via Workday and NOT the support portal:

Security requests – For audit and internal control purposes, all Workday security role changes must have documented approvals, just like Banner. Please follow these quick instructions to submit accounts receivable, finance, grant, and HCM security requests for approval. 

The updated Travel Exception Calculator Forms are now on the Launch website. Please delete previous versions, as these new forms contain accurate and more efficient information. 

New “Student Hiring” Section on the Launch Site!  
We’ve added a new Student Hiring section to the training website! Here you’ll find the Hire Student Worker Job Aid and the Student Hiring Training PowerPoint. 

Plus — check out our Microlearning Video Series, where Part I of the Hiring Students training is now available. Part 2 will be available next week! 

Remember, when you see tasks assigned to you in your My Tasks box, those are your action items to complete. Don’t hesitate or assume someone else is handling them—these processes move forward when you do. Taking timely action ensures workflows continue smoothly for everyone involved. 

How to see who else is assigned to a task besides you:

The Workday Change Management Team is excited to announce a virtual feedback session dedicated to all things finance, happening on August 19 at 2pm. This gathering is specifically designed for those who regularly handle financial tasks in Workday and are eager to contribute to the evolution of our system. 

Whether you've encountered challenges, discovered helpful features, or noticed areas where additional resources would be valuable, your perspective is essential. By sharing your experiences with the new system, you’ll help us refine our training materials and identify gaps that need attention. 

Date: August 19 
Time: 2:00 pm 
Format: Virtual in Teams 

The Accounting and Adjusting Journals Business Process was updated last week to reflect a streamlined approval workflow. You may notice fewer approvers listed when submitting journals moving forward. 

Please note: If a journal was submitted before the update, the new workflow will not apply due to Workday’s effective dating. To use the updated process, the journal must be canceled and resubmitted.

Did you know you can now quickly see every report currently available to you in Workday? By running the "All Reports I Can Run" report, you’ll get a complete list of all reports you have permission to access. This makes it easier than ever to find the reports you need without searching individually. 

Simply search for "All Reports I Can Run" in the Workday search bar to get started! 

If you think your security roles in Workday are incorrect, let us know! Note: if a job aid lists more than one security role, you only need one of those to be able to access what you need to.  

New Access: If you’re unable to access a Workday app, service, or feature you typically use, it may be due to missing or incorrect security roles. Refer to the relevant job aid for a list of required security roles and follow the access request process outlined below.  

Already Have the Role: If you’ve already been granted the appropriate security role in Workday, but are still experiencing issues, please submit a Workday support ticket with specific details about the problem.  

Requesting Access: For audit and internal control purposes, all Workday security role changes must have approvals documented, just like Banner. Given that the financial accounting and HR organizational structure is different between Banner and Workday, the configuration was not a one-to-one match. Please follow these quick instructions to submit a security request for approval. Thank you! 

To enhance access to essential job aids and support ongoing improvements in our training resources, this document provides a clear outline identifying the specific job aids required for each process.

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