We're signing off!  Thank you to our listening audience and have a wonderful holiday season.

Resources mentioned:  

2023 Engagement

Workday Finance Training (Time w/a Trainer)

Patty and Brandi remind you of Time with a Trainer one on one sessions plus new and updated resources.  We wish you a wonderful Thanksgiving season.

Resources Mentioned:

Time with a Trainer

Match Exception Resources

Non Catalog Requisitions

Account Certification

Day in the Life of Fiscal Administrator (for fund balances)

Spend Resources

Deferred Items (Click on "Items in Progress")

As FST Stabilization progresses, Office Hours morph into "Time with a Trainer," we continue to track problem areas and deferred pieces of the project, and the Reporting & Analytics Team turns out helpful updates and solutions.  Plus, the beginning of the budget season and sugar season!

 

Resources mentioned: 

Workday Finance Training Page (To sign up for Time w/a Trainer)

Reporting Resources Page

Track Procurement, Account Cert issues, plus Deferred Items (click on Items in Progress)

On the docket in today's broadcast: an update from the Ask Finance Team, resource reminders, a great new FAQ from the Reporting & Analytics Team, and more.  Listen in!

Resources Mentioned:

Workday Finance Training Resources

Reporting & Analytics Resources

Joey Carls' Ask Finance Team Update

Delegation Update

It's all about support for users of Workday Financials on this week's WFST Radio Broadcast.  Brandi and guest host Karen Templeton point users to resources old and new that will help users get their work done using the new system, plus, they cover the high points of the latest Reporting & Analytic release.  Hooray for new and better reports!

 

Resources Mentioned: 

October Office Hours / Office Hours Cheat Sheet

Self-paced courses / Quick Reference guides (both by topic - just expand the accordion for your area of interest to see multiple resources on that area)

More info on WalkMe and how to download the extension

Reporting & Analytics Release Notes for October 10

On this week's WFST Broadcast, we share how the FST Team is working through outstanding issues and cases during the period of hypercare, as well as news on new Workday Financials Reports, what's going on with Adaptive Planning, and what to look forward to now that Focus Groups are done. 

Resources Mentioned: 

Resources on Workday Finance Training Page

FST News Ticker

Spend Issues page

System Status/Known Issues

Reporting & Analytics Release Notes

September means we're in the last month of hypercare -- next for the FST project is Stabilization.  Patty and Brandi share updates, resources, and information to help you out during this period of troubleshooting and getting acquainted with Workday Financials and Adaptive Planning. 

 

Resources Mentioned: 

September Office Hours Schedule

Workday Release 2 on September 10

T&F Portal

Security Role Requests

FDM Requests Open

It's fall, y'all.  Patty and Brandi have news about Spend issues, Account Cert deadlines, and why Finance Transformation is like having a baby.

Resources Mentioned: 

Action Plan to address Spend issues

 Workday Release

Account Cert info & resources

Historical Grants Data

Adaptive & Budget Launch

Workday & UBI Reporting Updates

Security Request Best Practices

Patty's back and we've got the latest on what you can expect next from FST.  We talk about some things that might help you and your team during the next few months, some tips on working in Workday Financials, the next big step for Adaptive 3.0, and more.  

Resources Mentioned: 

What's next w/FST / Help during the transition

Workday Reporting Functionality

What's next with Adaptive 3.0

Fund Balance Realignment Update

Keeping Track of your Approvals in WDF

How does Request-based access work?

Mary Wagamon subs in for Patty Marbury this week to share the latest and greatest with Brandi.  We celebrate the Adaptive 3.0 launch, the continued success of Workday Financials, and share some encouragement about the Adoption Phase.

Resources Mentioned: 

Workday Finance Training Page

Adaptive Planning Launch

Updates :  Deliver-To issue is resolved, Vendor Invoice/Payment is back, Month-End Close Deadlines