Research Administrators and Principal Investigators love the Research Administrative Dashboard; so much so, in fact, that it was a top priority after the go-live of Workday Financials to rebuild the dashboard with Workday data. RAD 2.0 was released as soon as possible in autumn 2022, and RAD 3.0 was released in February, with more improvements still to come. Want to see what's available in the third iteration of RAD? Read last week's blog post, and/or check out this quick
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Great job, everyone, on submitting your FY24 Budget and MYFP! At this point in the process, the budget team will be conducting quality checks, taking the FY24 original snapshot, and preparing for budget meetings, which begin on March 14. What's next? We'll prepare for budget approval at the June Board of Visitors meeting, and make preliminary decisions on funding requests.
Updated July 19, 2023: The FY24 Budget Book is posted.
It’s March, so no matter what that groundhog said, spring is approaching, and so is our next series of Sprint Discussions. Building on our Allyship discussions from February, we’ll be moving on to the topic of fear in March.What kind of fear are we talking about? So many different kinds: Social fear that moderates societal behaviorFear in black employeesFear of black menFear of interacting with other racesFear for our childrenFear of moving beyond our comfort zonesFear of demographic chan
It's not light reading, but it's definitely interesting and has lots of great reference material. View UVA's 2021-22 Financial Report on the Financial Reporting & Accounting portion of the UVAFinance website. Here's a direct link for your convenience.
Kristin Dinwiddie, UVAFinance Senior Manager of Risk Control, received the 2022 UVA Youth Protection Champion of the Year award!This is a new award from the Department of Safety & Security, created in recognition of a partner or stakeholder at the University who has consistently championed youth protection efforts across Grounds.Dinwiddie played an instrumental role in connecting many programs and events with the Office of Youth Protection and supported the Office's goal of delivering safe a
Contributed by Amanda Lockhart DavisI've had the pleasure of being here at UVA since early December, digging into the nuts and bolts of my job as Director of Accounts Payable, getting to know my team, and learning about the needs of our customers. I joined the procurement team knowing we'd be working through the continuous improvements that come after a large system implementation and the associated business process changes. After these first few months of getting settled
The University of Virginia announced on February 21 that Augie Maurelli has been appointed vice president for finance and chief financial officer.Maurelli is an experienced financial leader in higher education and has served as associate vice president for financial operations at the University since December 2019. He previously served as associate vice president for strategy and operations in University Finance at the University of Delaware and held leadership roles in athletics both there and
Amanda Williamson just joined UVAFinance as a Senior Sourcing Specialist with Procurement & Supplier Diversity Services. Just prior, she was a Finance Generalist for UVA's Facilities Management. Before working in finance, Williamson worked for both the academic and hospital service desks. Williamson's experience across Grounds has helped prepare her for her new role, specifically her understanding of policies and procedures."In this position, I am performing cradle-to-grave functions for the
Trainers and functional experts in finance and OSP, working with our support folks on the Ask Finance team and OSP-Help have been working together to sort out the grants-related questions that come into both areas. Their aim is to best serve you, our partners across Grounds. A lot of the confusion around grants stems from the two units sitting organizationally, plus the transition from Oracle to Workday Financials.In some instances, your grant questions could either be answered by UVA
Mark Cartwright, Director of Supplier Diversity, has stepped into the role of Interim Director of PSDS as the search for a permanent Director of PSDS continues. Cartwright, who has led Supplier Diversity for over a year, has a long and varied background in leading procurement teams in both academia and private companies. His experience includes launching the supplier diversity program at Virginia Tech and a stint as Special Assistant to the Governor of Virginia, heading up the Commonwealth’s s
There were so many updates in last week's Finance Reporting & Analytics Release Notes, you may have missed one of the most interesting highlights, the new Expense Budget Vs. Actual, or Simple "BBA" report. This new Budget Variance report provides a simple view of Expenses in a format that is modeled on the old “BBA report” in UBI and Recon@. It shows the fiscal year Budget, MTD and YTD Actuals, open Commitments & Obligations, and variance by Spend Line Item and Category. You can u
One of the most well-loved and useful UBI modules for UVA researchers and research administrators has long been the Research Administrative Dashboard or RAD module. With its ability to give clear grant and post-award insights, it's easy to see why everyone thought it was, well, pretty rad. After Workday Financials went live in July 2022, the Business Intelligence & Data Analytics Team went to work quickly to reassemble the dashboard, this time pulling the necessary data from
The gift card reporting process has changed with Workday Expenses. When expensing gift cards for employees paid using a T&E card, please use the expense item Employee Award Taxable. Enter the names of each gift card recipient and the dollar amount of the gift card. This information will be included in a feed to Payroll, resulting in the employee having a gift tax deducted from their pay. The previous process of submitting this information to AskHR@virginia.edu is no longer required. If
The gift card reporting process has changed with Workday Expenses. When expensing gift cards for employees paid using a T&E card, please use the expense item Employee Award Taxable. Enter the names of each gift card recipient and the dollar amount of the gift card. This information will be included in a feed to Payroll, resulting in the employee having a gift tax deducted from their pay. The previous process of submitting this information to AskHR@virginia.edu is no longer required. If
The gift card reporting process has changed with Workday Expenses. When expensing gift cards for employees paid using a T&E card, please use the expense item Employee Award Taxable. Enter the names of each gift card recipient and the dollar amount of the gift card. This information will be included in a feed to Payroll, resulting in the employee having a gift tax deducted from their pay. The previous process of submitting this information to AskHR@virginia.edu is no longer required. If
Finance Reporting and Analytics Release Notes for February 9 have been posted to the UVAFinance website. This update includes significant new reports and modifications that have been released since January 12th as well as known issues that we are investigating or working on currently.This update includes a new Expense Budget vs. Actual or Simple "BBA" report for Workday! Quick Tips of the Month: · When using the Prompt fields in Workday
The May FamilyThe New Year brought a variety of different financial activities, less familiar worktags, and a lot more zeroes into Sarah May’s life, all via her new position in UVAFinance as a Senior Financial Analyst in Financial Reporting and Accounting. May joined UVAFinance at the end of January, coming from UVA Athletics, where she served in various roles for nine years, most recently as Associate Athletics Director for Business Operations. May says that while she greatly enjoyed her
Director of Disbursements Amanda Lockhart Davis asked her team to share some of their top suggestions for smoother sailing when working with AP transactions. Here's their first crop of tips and tricks; we'll have more to share in coming blog digests.Look out for more from Davis in a future digest and meetings in the next month as she shares the next steps for UVA's disbursement strategy.And now, the tips!Invoice processing:Supplier invoices must include a uniquely assigned invoice num
UVAFinance invites our partners across Grounds in wishing Nicole Ferretti well as she makes plans to join Collaborative Solutions, a Workday partner, later this month as Senior Principal Consultant.Earlier this month, Ferretti reached her eight-year anniversary with UVA, having joined the University as Assistant Vice President for Financial Planning & Analysis. Most recently, she served as the Financial Lead for the Finance Strategic Transformation Project, an experience which will ser
Contributed by Danielle HancockThe function worktag is easy to overlook. It often auto-populates, but you do still need to review it, because it describes the "why" of an expense. Function describes the mission or purpose of an expense, which is key for reporting for NACUBO, GASB, state reporting, and a host of other types of reporting. So that's pretty important! Let's take a look at how you may encounter function and some resources that can help:Function is required on all expenditure transa
In the last blog digest and in our most recent Fiscal Administrators' meeting, we shared some updates and helpful tips on request-based access for our finance systems. Based on the questions that popped up during Fiscal Admin (a great group to ask pertinent questions!), here are a few more helpful nuggets of info regarding security roles and system access: If you're requesting multiple roles that require training, all training will need to be completed before the request is approved.&
Prior to joining the UVAFinance Procurement and Supplier Diversity team, Sara Johnson-Ward worked as the Senior Contracting Officer at the Virginia Indigent Defense Commission (VIDC), also known as the State Public Defender. For most of her career, she has worked for the State of Virginia, with her longest tenure serving at the Virginia Museum of Fine Arts. She was a buyer for the Thomas Jefferson Memorial Foundation and established a book distribution agreement with the University of Virginia P
It's not even been a week and we miss her already! If you'd like to relive last week when we said our fond goodbyes to Melody Bianchetto as VP of Finance (with the understanding that they're just "see you soons" in terms of her being our fellow Wahoo and neighbor), check out these Flickr photostreams and prepare to get a little misty-eyed:Melody's Carruthers LuncheonMelody's JPJ Reception__________________________________________________________Related Content: Melody Bianchetto
The Training Team has made their February calendars (and in some cases, beyond) available to the UVA community on the Workday Finance Training page. If you find yourself needing a boost on a finance task, facing a conundrum on a transaction, or needing confirmation that you've done something correctly, slide on into their schedule for a little one-on-one time!Visit the Workday Finance Training Page and scroll down to Time with a Trainer to check trainer availability by subject area.