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May 28, 2021
“My, Find, View, and Edit” Key Words in Workday
Workday uses specific key words to allow you to find or edit your reports/task in the system. “My” used to work to find any of the reports/task you ran but with the updated security roles for the Office Associates, this search no longer works. The best way to find the items you created in Workday is to do a “Find” or “View”.
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Apr 27, 2021
For now, use these reports in Workday to help find balances, income and expense entries... and keep looking for reports to give us what we need for reconciling our funds...
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Mar 24, 2021
Whether looking for Staples, Lowes or other contracted suppliers -including internal such as UniPrint or ComDoc- follow these steps:
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Mar 23, 2021
Before logging into Workday, be sure you have the associated transaction receipts available in electronic format for upload.
On your Workday HOME screen click on ‘Request Travel or Purchase’, choose Request an expense reimbursement and/or process PCard transactions – OR just at the HOME screen SEARCH for “Create Expense Report” - IF NO CHARGES SHOW UP ON LEFT SIDE OF SCREEN, then there isn't any 'PCard Expensing' to be done.
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Feb 19, 2021
In Workday, Click on Blue Cloud in upper right corner (which is your Profile), then click Favorites, in next window click Manage Favorites, click 3-dots with lines so you can type in what you would like to make a favorite (IE: Create Expense Report, View Supplier, Create Requisition, etc..) and when it populates the choices, checkmark the one you want, OK. Go back to HOME screen (Block ‘O’) and click on FAVORITES there to see the Actions or Views links there.
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Feb 19, 2021
Currently, contracts for purchases (including meeting space rentals, even $0) can only be processed through Workday Requisitions. (Create Requisition).
Obtain a vendor setup form to be attached to the Create Requisition entry, as a PO# will be needed and added to the invoice to be sent to apinvoices@osu.edu for payment (Net 60 for EFT, Net 90 for check payments).
$0 contracts can be submitted on a $0 requisition, no vendor setup form needed.
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Feb 18, 2021
To make a CHANGE to a Workday entry, you need to be in the EDIT screen. Find your entry by searching for "My Expense Reports" or type of entry you created- you will see that you are in the VIEW screen -and in the red bar look for ACTIONS and click the 3 dots... after it- and choose CHANGE.
You should now see that you are in the EDIT screen and should have access to make the changes, even after it has been approved.
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Feb 12, 2021
Open the Miscellaneous Payment from INBOX, click on the ... 3 dots to the right of the magnifying glass- this should take you to Revise Miscellaneous Payment, again click on the ... 3 dots to the right of the magnifying glass- then you should now see Actions, click in Actions and then Miscellaneous Payment> Cancel, Confirm Cancel window opens, Click on OK.
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Jan 25, 2021
When placing orders or entering requests, the system now requires the 'deliver to' address to show the floor and room# - the easiest way to make these changes is to X out what is there, and type in county name or office name and hit enter and it should bring up a couple of choices, be sure to select the one with the Room and Floor #s...
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Nov 24, 2020
WORKDAY: Calendar, Training and Resources
CALENDAR - Workday Dates- Procurement & Travel
