New FDM resources have been posted on the UVAFinance website. Starting from the Workday Financials card on the homepage, then clicking on "FDM Worktags," you'll be able to access helpful materials such as quick reference guides, crosswalks, FAQs, templates for requesting and changing worktags, and more.Here's a quick link: https://uvafinance.virginia.edu/workday-financials/fdm-worktagsSome of the resources are new, and some have been relocated from the CommunityHub in advance of its A
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Contributed by Amanda Lockhart DavisWhen it comes to entering invoices, I can understand the urge to clear your desk as soon as you're able, but there's one specific area around which we urge some caution.When you're entering invoices into Workday, please be aware of fiscal year boundaries when it comes to stipends. When you enter stipends with due dates past the current fiscal year, those entries have a possibility of being paid very early, which we want to avoid. Please f
Kiss and her husband at Angkor WatKriszti Kiss is all about new beginnings. Back in 2016, when UVA was in the early stages of the Managerial Reporting Project, aimed at improving reporting and data analytics across the enterprise, Kiss was on the team. She also helped launch University Business Intelligence (UBI), the custom tool that resulted from that team’s efforts.Kiss also assisted with the groundwork and launch of ExpenseUVA, and just a little later, she was one of the first members of th
In the last blog digest, we shared the Reporting & Analytics Release Notes for March 9. If you didn't get to take a look, here are a few highlights you might've missed: The Quick tip of the month: Saved Filters (Workday) and Bookmarks (UBI) – remember that if you regularly the same report with the same filter(s) for CC, Grants, or other worktags, you can save your filters using the Saved Filters option in Workday or using Bookmarks in UBI. Bookmarks in UBI can be share
As part of the ongoing effort of supporting Continuous Improvement, the Finance Change Enablement & Continuous Improvement team is piloting two improvement initiatives to help schools/units identify improvements/optimizations internally. The groups are focusing on two areas of great interest to UVA in general: Account Certification and Reporting.1. School of Medicine Continuous Improvement Working Group: Account Certification processThis group's focus is on improving unders
President Ryan, Bianchetto, faculty awardee Barbara Brown Wilson, and VP for DEI & Community Partnerships Kevin McDonaldUVAFinance's recently retired Melody Bianchetto was honored earlier this month as the staff recipient of UVA's Annual John T. Casteen III Diversity, Equity, and Inclusion Award. There were over 44 nominees for this prestigious award. You can read more about Bianchetto's efforts and those of the other fantastic winners of this year's awardees
Active Attacker Prevention and Response TrainingTuesday, April 11, 11:30 am – 12:30 pmNewcomb Hall South Mtg. Rm.Since 2020, the Department of Safety & Security has conducted multiple Active Attacker Prevention, Response, and Notification trainings for over a thousand members of the University community. Although incidents of active attackers at universities and medical centers are statistically rare, the impact on the individuals and communities affected cannot be overstated. In that regard
Alicia Mellenthin and payroll go way back . . . all the way back, in fact, to when she was 14 years old, doing the payroll for her parents' taxicab company in Dubuque, Iowa (fun fact: she also did dispatching and drove a bit when she was older)."I've been doing payroll so long it's become second nature," says Mellenthin.This March, Mellenthin brought her wealth of skills and experience in the industry to UVA as she took up a position as a Senior Compliance Analyst. In her position, s
Contributed by Raegan Harouff Gaye Employee Award Taxable for Gift Cards of Various AmountsIf gift cards of varying amounts are purchased in one transaction using the T&E card, please itemize different gift card amounts so the recipients are taxed correctly. For example: If you purchase one $100 gift card and one $200 gift card in the same transaction (on the same receipt) and you don't itemize, Workday will divide the total into equal amounts and tax each recipient for $150 rather than one
When your vendors have questions about doing business with UVA, have them contact UVAFinance directly using askfinance@virginia.edu or 434-924-3400. That way we can work with them directly and you don't have to be in the middle. Our User Success agents can answer many questions right away, or they can put your vendor in touch with an expert in procurement as needed.When you're doing business with a new supplier and want to ensure they're registered with PaymentWorks, avoid havin
COLON CANCER AWARENESSIt’s Colon Cancer Awareness Month and we’re highlighting the importance of screenings. Did you know you’re at an increased risk of getting colon cancer if a family member has had it? Even if you don't have a family history of colon cancer, it’s recommended that you get screened at age 45. UVA Health is ready to answer your questions about screenings. Call434.297.8427 or email crcscreening@virginia.edu. Be sure to speak with your primary care provider about which o
UVAHR's March Employee Spotlight was none other than our own Myron Ballard, Finance Project Associate. Read more about what he does, why he loves it, and why project management is important on the UVAHR website. Plus, you'll get to see some of his amazing artwork!We're grateful to have Myron on our team.
UVAFinance team members, we still have a few slots open for our spring headshot session on April 26. If you need a headshot, please visit our Sign Up page and see if we have a slot that works for you. If you are an employee who comes to Grounds ONLY for the twice-yearly All-Hands meetings, we will have a special headshot session just for you in May (more details on that later). Questions? Contact Brandi Van Ormer
Kay Johnston, an accountant in Recreational Sports, recently found herself staring down almost 2000 lines of payroll adjustments. Pressed for time and operating with the understanding that these could only be done one at a time, Johnston and her supervisor Erica Perkins were quite reasonably alarmed. Thankfully, Perkins reached out for help and UVAFinance trainer Erika Priddy pitched right in. Priddy confirmed payroll adjustments can't be done in a mass upload to Workday F
When we think of Twinkies, golden spongecake with a sugary white filling usually comes to mind. Whether you think they're delicious or dubious (I mean, they're supposed to outlast the apocalypse, right?) we can all probably agree that Twinkies aren't good for us.UNLESS you're in Workday. Then, Twinkies are pretty much always good for you. In Workday, "Twinkie" refers to the little rectangle with three dots that appears next to any blue text or magnifying glass icon . . . a
Change management was a big part of Finance Strategic Transformation. Members of the UVAFinance Change Team Angela Knobloch, Patty Marbury, and Brandi Van Ormer shared lessons learned from that experience at EACUBO's 2023 Workshop in Boston in a session called "Transforming the Experience of Stakeholder Change."___________________________________________________UVAFinance Team members: Did you or your colleagues present at a conference or do something otherwise cool?
An update from Amanda Lockhart DavisAs I mentioned in my recent update to you, our stakeholders, our team has been organizing and prioritizing our workload, pinpointing the issues causing the most pain and getting solutions in place as quickly as possible. I'm pleased to let you know today that we've put one of those solutions in place. Because of the difficulties with our optical character recognition (OCR) provider, we're bringing invoice processing back in-house. This requir
In the last blog digest, we introduced you to the Workday Support Team. This team works behind the scenes to work out issues with Workday Finance, implement new functionality, review and adjust current configuration and business processes, and partner with stakeholders to assist in process simplification.So how do you work with the Workday Support Team if you need their assistance?The team uses Salesforce to identify issues and requests that need to be addressed, you can send your re
Finance Reporting and Analytics Release Notes for March 9th have been posted to the UVAFinance website. This update includes significant new reports and modifications that have been released since February 9th as well as known issues that we are investigating or working on currently. A friendly reminder that you can always find this information and more reporting resources at Business Intelligence & Analytics | UVA Finance (virginia.edu)Quick Tip of the Month: Saved Fil
Joey Carls, User Success Manager of the Ask Finance Team, shares updated guidance on how our AskFinance team works with you, our finance partners.What happens after I send a case to AskFinance? Following the submission of a case to askfinance@virginia.edu, you will be sent an automated message with your case number. You may respond to this email to provide additional details on your case so we encourage you to hold it until your case is resolved. The user success team will work with you to gath
Director of Disbursements Amanda Lockhart Davis asked her team to share some of their top suggestions for smoother sailing when working with AP transactions. See their first crop of tips and tricks on the blog here. Invoice/Payment Research:You can see when/how a payment was made on an invoice by clicking the “activity” tab.Invoice Payment Status Lookup: https://invoices.uvafinance.virginia.edu/Suppliers:When to use which registration form in Payment Works:
The Hite FamilyAs the claims adjuster for the University of Virginia, Todd Hite handles claims for everything except matters involving medical center patients. As he explains it, this means claims adjusting for anything involving anything UVA owns, including property, cars, buildings, and more, from UVA-Wise all the way to a research station in Alaska. Hite has been with the University in the Office of Property & Liability Risk Management for almost six months and has a 20-y
UVAFinance is now using a third-party service to provide payment card administrative services to UVA schools and units that take electronic payments. Due to the growing technical complexity required for the position as well as the increased complication of payment platforms and processors, UVAFinance made the decision to secure the services of Arrow Payments, a company that currently provides administration services to a number of major universities including Cornell, Northeastern, Purdue,
Need some help navigating the resources available to find your expendable fund balances? There are new resources available on the UVAFinance website to help with this:Expendable Fund Balance Quick Reference Guide: Includes three different ways to pull expendable fund balance data (via Workday or UBI). Direct Link to the QRG.Expendable Fund Balance One-Pager: Explains the terminology, accounting, and report parameters at work with expendable fund balance. Direct Link to the