Functionality Updates

For information about planned Workday maintenance, outages, or system failures, visit the ITS System Status Page

View active and resolved Workday updates, below.

Active

Posted: Friday, October 13, 2017 - 3:38pm
Last Updated: Monday, February 5, 2018 - 9:01am

The Workday Reporting Team has been working on updating the Portfolio reports to include commitments from GSPS and F&A (or Indirect Costs) on all commitments and obligations, including Payroll, P2P, and GSPS. We wanted to update you on a few... Read more

Posted: Monday, November 6, 2017 - 9:34am
Last Updated: Monday, November 6, 2017 - 9:34am

An error in the Excel Template for the Portfolio Report was discovered.  This affects PI’s that have a single Grant and one or more YD or Gift accounts.  The Grant will be overwritten on the Portfolio Summary tab.  The Excel Template has been... Read more

Posted: Thursday, July 27, 2017 - 4:10pm
Last Updated: Tuesday, October 17, 2017 - 9:15am

There is a known defect in Workday that requires multiple approvals on supplier invoices and invoice requests hitting multiple cost centers, where the same person is the approver for multiple cost centers. Workday@Yale is in touch with Workday... Read more

Posted: Wednesday, July 19, 2017 - 9:03am
Last Updated: Wednesday, October 4, 2017 - 11:07am

Workday@Yale recommends closing web browsers each day to ensure optimal performance. Clearing your web browser’s cache may improve speed. For questions about clearing cache, contact the ITS Help Desk.  Additionally, If you are running a report (... Read more

Posted: Thursday, September 28, 2017 - 10:17am
Last Updated: Thursday, September 28, 2017 - 10:17am

There is a reported issue that relates to entering cost-sharing charging instructions.  For all grants newly created in Workday (and not converted from Oracle), there was an oversight at setup and non-sponsored Funds were not added as allowable. ... Read more

Posted: Monday, September 25, 2017 - 1:05pm
Last Updated: Monday, September 25, 2017 - 1:05pm

The ledger account and spend category for Temporary/Casual workers are currently associated with the Job Category of the worker’s position; for example, a Temporary/Casual worker filling a Service Worker position is posted to 72003: Service Worker... Read more

Posted: Friday, September 1, 2017 - 2:20pm
Last Updated: Friday, September 1, 2017 - 2:20pm

Because the “Accelerated/Decelerated Spending on Awards” report was not returning inception-to-date expenses, it was removed from viewing in Workday. The report, used by central offices and business operations, has been corrected in a development... Read more

Posted: Tuesday, August 15, 2017 - 4:51pm
Last Updated: Tuesday, August 15, 2017 - 4:51pm

Some Workday users scheduled their portfolio reports but found no data when they opened the reports in the W Drive. These users are encouraged to visit Create and Schedule Portfolio Reports for Principal Investigators and download and SAVE the "PI... Read more

Posted: Wednesday, July 19, 2017 - 9:42am
Last Updated: Thursday, August 3, 2017 - 4:35pm

Due to a Workday defect, delegates attempting to print an expense report may not see all of the details of that expense report in the print layout for delegates. Workday@Yale is working with Workday to resolve the issue as quickly as possible. In... Read more

Posted: Thursday, July 20, 2017 - 3:30pm
Last Updated: Thursday, July 20, 2017 - 3:51pm

University policy states that when per diem (meals only) for long-term travel exceeds 30 days, the traveler may only receive 50 percent of the published per diem rate (meals plus incidentals).  For travel that exceeds 30 days, an expense report... Read more

Posted: Monday, July 17, 2017 - 11:54am
Last Updated: Monday, July 17, 2017 - 11:54am

If a user has both a P2P Cost Center $1K Approver and P2P Cost Center $10K Approver role, when a transaction between $1K and $9,999 is routed to them as a $1K Approver, their approval will satisfy both the $1K and $10K approval. However, if a... Read more

Resolved

Posted: Tuesday, August 15, 2017 - 4:39pm
Last Updated: Thursday, February 8, 2018 - 3:10pm

The PI Prompts for the “Detail Transaction – Yale” report, which uses the Worker Business Object, allows the user to pick a name from all Workers within the University. However, if the PI (Worker’s) Cost Center Membership value does not align with... Read more

Posted: Wednesday, January 31, 2018 - 10:02am
Last Updated: Thursday, February 1, 2018 - 10:15am

Workday has issued a product alert relating to the export of data from Workday to Excel, which could impact those who use Workday in this manner. When exporting report data from the Workday User Interface (UI) into Excel, some data may be omitted... Read more

Posted: Wednesday, June 28, 2017 - 1:43pm
Last Updated: Monday, December 18, 2017 - 3:33pm

For new Requisitions, the Requester's name is the default "Ship-to Contact" and the Requester's Work Space is the default "Deliver-to Location." Also, the "Ship-to Address" is derived from the Requester's HR Job Record. Requisitions For new... Read more

Posted: Monday, December 11, 2017 - 2:33pm
Last Updated: Monday, December 18, 2017 - 3:28pm

Gift Accounting is “de-activating” and “re-activating” Gifts which need COA changes.  If you are processing a gift transaction mid-day, you may receive an error message indicating the Gift is “invalid.”  If possible, please  wait until the next day... Read more

Posted: Tuesday, December 12, 2017 - 2:13pm
Last Updated: Monday, December 18, 2017 - 3:27pm

Since 7/1/17, student compensation loads have used incorrect Fund numbers in the COA charging instructions when charging includes Yale Designated.  The Chart of Accounts segments of Yale Designated and Fund are linked, however, student compensation... Read more

Posted: Thursday, September 21, 2017 - 4:17pm
Last Updated: Monday, December 11, 2017 - 12:11pm

This issue was resolved on 10/12/17. Some users attempting to run financial reports in Pinnacle are not seeing cost centers they have access to. Pinnacle inherits permissions from Workday via an interface. Workday is working to resolve this issue... Read more

Posted: Thursday, September 28, 2017 - 10:15am
Last Updated: Friday, December 8, 2017 - 12:25pm

There can be multiple reasons that would cause a validation error related to Award dates.  In some cases, this is due to the grant not being linked to an award which could be valid.   For instance, if the grant was converted, but no longer active,... Read more

Posted: Monday, October 2, 2017 - 4:17pm
Last Updated: Friday, December 8, 2017 - 12:16pm

Viewing large reports is now easier. A new feature allows individuals to customize column preferences by freezing columns on many Workday reports. Reports may contain multiple columns, requiring users to scroll left and right to view data. Columns... Read more

Posted: Tuesday, October 31, 2017 - 1:55pm
Last Updated: Friday, December 8, 2017 - 12:11pm

If you are having difficulties finding PO’s, Awards, etc. within Workday when you think you have the correct role to be able to view them, follow the below steps to ensure that your Search Preferences are configured correctly. Change the preference... Read more

Posted: Monday, November 6, 2017 - 9:36am
Last Updated: Friday, December 8, 2017 - 12:01pm

At this time both the Find Journals by Cost Center – Yale and the Find Journal Lines by Cost Center – Yale will show journal entries in various statuses of completion.  Use the prompt for Journal Status to refine your search as needed to identify... Read more

Posted: Thursday, September 28, 2017 - 10:25am
Last Updated: Wednesday, December 6, 2017 - 2:27pm

This issue was resolved on 11/29/17: Some P-Card transactions are showing incorrect city, state (and country) combinations in the origination and destination city. Yale is working with Workday to resolve this issue. There is no action required to... Read more

Posted: Tuesday, December 5, 2017 - 11:29am
Last Updated: Tuesday, December 5, 2017 - 11:29am

The Workday Reporting Team has been working on updating the Portfolio reports to include commitments from GSPS and F&A (or Indirect Costs) on all commitments and obligations, including Payroll, P2P, and GSPS.  We wanted to update you on a few... Read more

Posted: Thursday, September 28, 2017 - 10:30am
Last Updated: Monday, December 4, 2017 - 11:44am

ACH payment notifications are experiencing intermittent issues. Invoices, expense reports, and spend authorizations paid via direct deposit are impacted. The payments are being made correctly, but some email notifications of these payments are not... Read more

Posted: Wednesday, November 22, 2017 - 10:06am
Last Updated: Wednesday, November 29, 2017 - 9:42am

On November 7th cases of cardholders not receiving their weekly PCard notifications were reported.   Although cardholders were not receiving the notification, delegates were still being notified.  The issue is believed to have started in October and... Read more

Posted: Tuesday, November 21, 2017 - 9:07am
Last Updated: Tuesday, November 21, 2017 - 9:07am

When a Cost Center P2P PO Specialist generates a PO Change request and uses the Save for Later function, they do not have the ability to go back to edit and complete the PO change request.  This PO change request in draft status must be cancelled by... Read more

Posted: Wednesday, November 15, 2017 - 7:00pm
Last Updated: Monday, November 20, 2017 - 1:26pm

Users can now select a Business Form Layout when scheduling the FSR using a saved filter. Previously, the Business Form Layout was not an available option to select.

Posted: Wednesday, November 15, 2017 - 7:00pm
Last Updated: Monday, November 20, 2017 - 1:09pm

New and updated workflow routing is only applicable to the following business processes Requisitions PO Change Order Expense Reports Supplier Invoice Requests (CR) Supplier Invoices Currently, if any of the above business process transactions are... Read more

Posted: Thursday, November 16, 2017 - 12:53pm
Last Updated: Thursday, November 16, 2017 - 12:53pm

Work spaces (room numbers) may be quickly added or updated in the new Change Work Space business process.  The Change Work Space training guide has been updated accordingly.