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 Find important monthly close deadlines that impact your work on the UVAFinance website: https://uvafinance.virginia.edu/workday-financials/monthly-close-activi…;

 Contributed by Joey CarlsIt has been six months since the launch of the UVAFinance Solution Center and we are excited to share that we have supported our community with over 17,000 cases. We appreciate the patience and grace you have given us during our early days and as we launched Workday Financials.Here are a few highlights since the launch of Workday Financials:In July and August, the solution center was handling an average of 840 cases per week. During the months of September and Octo

Here's a tip from the Procurement Team:  when you create a requisition in Marketplace, and it kicks it into Workday Financials, you may find later that you need to edit that requisition. The important distinction is that you need to do your editing of the requisition in marketplace, NOT in Workday – so if you need to add, change, or replace something, go to Marketplace to do that so there won’t be lags or failures in the purchasing process.

The FY23 Budget Kickoff is scheduled for November 2, 2022, but don't wait until then to get into Adaptive and get started!Training for Adaptive Planning 3.0 is available in Workday (online, on-demand) and can be accessed by anyone, although access to the tool itself is dependent on approval from your school or unit.  For more Adaptive Planning Resources and training, visit the UVAFinance webpage. ________________________________________________________________________Did you know?

 Senior Compliance Analyst Clara Tang shared some of her time this month to talk with us about something that is important not only to her work but to all of us at UVA:  internal controls.Get the key points of our conversation below, and/or listen in to her talk it through* in the link above.What is ARMICS?ARMICS stands for Agency Risk Management and Internal Controls Standards, and this is a requirement for every state agency within the Commonwealth of Virginia.  The AVP of Finan

User adoption is a significant part of a successful Workday Financials deployment. With this in mind, the FST change management team recently compiled an adoption assessment to examine user adoption. This assessment gathered information on stakeholders' current comfort with the new system and also  considered the required next steps to help people feel more comfortable.For the assessment, the team gathered data from numerous sources, including office hours, focus groups, school and unit lea

 Time crunched?  Us, too.  Here are just Five Things to Know About Finance this week.1.  Yes, the FST project is in the "stabilization" phase, but that doesn't mean we're lessening the availability of support.  The Team will continue to host office hours, work intensively on unresolved issues, and provide a high level of user assistance.2. October Office hours are available, and if you're not sure which ones to attend, use our handy cheat sheet to pick the right sessions

This update includes significant new reports and modifications that have been released from September 9th to October 10th as well as known issues that we are investigating or working on currently.Our Reporting User Group is currently working on a Day in the Life FAQ on reporting. This guide will match up 1-2 reports with the most frequent daily questions that fiscal administrators and business officers need to address. Our goal is to provide you with a slimmed-down digest of go-to reports sele

UVAFinance's Senior Financial Controls Coordinator Christine Kennedy-Tyburski is working with UVAFinance departments on an important but often-overlooked task:  Policy Review.Accurate policies are always a priority, but this year it will be especially critical to make sure their language and definitions align with Workday Financials and other FST-related improvements.  Areas are reviewing their policies to find those that should be retired, those that require minor changes, and th

Since September 30, security requests for Adaptive have been processed through the systems access request worklet in Workday, using the same process as all other security requests.Review the Workday System Access Request QRG here.Note that users requesting an Adaptive security role will still be required to complete the Introduction to Budgeting at UVA learning program (Introduction to Budgeting at UVA and Introduction to Workday Financials.Related Content:  Best practices for role requests

Workday Digital Assist (WalkMe) provides immediate guidance in the Workday System itself.  Users must install WalkMe in their browser to be able to utilize the full functionality of the tool.  If you see Need Help? in the top right when you're in Workday, you have the extension and you're good to go!  If not, click this link and you can get the extension: https://hr.virginia.edu/workday-central/workday-digital-assistWalkMe provides: A Need Help Menu:  Menus on the

 Wednesday, October 12 from 11:30am-12:30pmUVA Bookstore – Mezzanine LevelMust register here by Oct 7Join the UVA Bookstore, UVA Sustainability, and UVA faculty for a lunch and book talk celebrating the publication of "Environmental Justice and Resiliency in an Age of Uncertainty.” The talk will include author and editor, Celeste Murphy Greene, plus co-authors, Dr. Michael Brown and Dr. Angela Orebaugh, discussing topics such as climate justice, health equity, smart cities, and the history

While instructor-led training for Workday Financials is no longer being offered, there are still lots of ways for you to learn more about the system and get the help you need.  Self-Paced Courses  The self-paced courses below are recommended for employees looking for a refresher or to learn more about a particular topical area:​Account Certification​Approving Transactions as a Cost Center Manager​Expense Reports​Purchase Requisitions – Employee as Self​Workday Reporting​Note

Office Hours will continue this October; see the full schedule here.  You'll see a wealth of sessions on a variety of topics. Not sure which session will best address your questions?  Use the handy "cheat sheet" below!Questions about the account certification process, accounting journals, or accounting adjustments? Check out Accounting Office Hours.Questions about budget management or Adaptive? Check out Budget Office Hours.Questions about requesting new values, edits to existing

October 4, 2022Dear Colleagues, If you're involved in FST project Governance or you have been following project news closely in the UVAFinance blog, you may have heard that we'll be transitioning from the "hypercare" phase of the project into "stabilization" as we head into October. The stabilization phase, which will take us through 2022, is the final phase of FST before we transition to operational state. I wanted to take a moment to assure you that we absolutely realize that this phase o

 On September 29, the UVAFinance team gathered at Darden on Grounds to spend a day reviewing the progress over the last few months and working together on plans for future success. Angela Knobloch, Senior Director of Change Enablement and Continuous Improvement, moderated a Q&A with the leadership team providing everyone with insight and perspective on the many changes teams have gone through over the last four years.Bird Guess, President and CEO of Racial Equity Group, who has been wor

Jill Simpson has joined UVAFinance after spending time with UVA Facilities Management as the Executive Assistant to the AVP/CFO, doing project-based work across all FM units.The UVAFinance team is thrilled to have her as the Executive Assistant to the Vice President for Finance and Simpson is looking forward to the dynamic work UVAFinance manages."I have only been here for a week but know my work will entail advanced and diversified support to the VP while collaborating across the organization,

Monthly close activities will be performed on September 30th. Please be advised of the following deadlines and cut-offs:Accounting Journals and Accounting Adjustments will be closed on Friday, September 30th at 4pm. All Accounting Journals and Accounting Adjustments (e.g. supplier invoice and expense report adjustments) must be approved by Friday, September 30th at 4pm, otherwise they will be canceled by Central Accounting as they will prevent the period to be close

 1.  The FST Team is progressing with the backlog of cases during the "hypercare" phase of the project.  Functional experts, the training team, and many extra finance folks are pitching in to work extra hours helping the Finance Solution Center answer your questions and alleviate issues.2. Resources and help are available.  Check out the Workday Finance Training page for Office Hours schedules, quick reference guides, links to online training, and video demonstrations. 

Mara Hilliar started as a temporary employee with the Secretary of the Commonwealth’s office in August of 1988 and with 30 years of service on the books, she retires this month. "Working for all three branches of Virginia’s government including the Governor’s cabinet, I have worn many, many hats over the years such as executive assistant to the president/chief of staff, adjunct instructor, office manager, administrative staff specialist, assistant editor and researcher for the Blue Book of the C

UVAFinance Team, we're looking forward to seeing you at Darden on Thursday, September 29 at the annual Fall Meeting.  You should have received an agenda for the day, as well as parking instructions and other details, as attachments to the meeting invitation.  If you are a fully remote employee, we will have limited availability for headshots during the event.  Please reach out to bv8h@virginia.edu if you are interested.See you soon!

Thompson and FamilyThough new to UVAFinance, Tosh Thompson is no stranger to UVA. With over 13 years, most recently at the UVA Heat Plant, Thompson was ready for something different that provided more of a challenge. In his role within Procurement and Supplier Diversity Services, Thompson will work mostly with Joel Krieder and Song Song. As a Sourcing Specialist, Thompson’s primary responsibilities are to turn requests for money/products into orders, read contracts, and to be a good steward

The Office of Financial Planning & Analysis recently scored a two-for-one on process improvement when the team used new tools to enhance yearly settlement reports and delivered those reports to schools and units in record time.The BackgroundA key element of Finance Strategic Transformation was the movement from budgetary spending authority to base spending authority, or the transition to a "hard funding" budgetary model.  As a result of this change, schools and units will have the abili

The UVAFinance Equity Action Team looks forward to our early-fall book club discussion on October 6 at 4:30pm.The book we're discussing is Razorblade Tears, by S. A Cosby. The book is an intriguing and fast-paced crime novel set here in Virginia and dealing with themes of racism, classism, homophobia, and parenting.Check out this video interview Cosby did about his book for more insight into the story. the inspiration for his character, and why he relates to Bruce Springsteen's "Glory Days."&nbs