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As the new year approaches, the Payroll Department reminds you to review your Federal tax withholding. You may need to submit a new W-4 form if you have experienced any changes in your filing situation this year (e.g., got married, have a secondary source of income, have new dependents, etc.).You can update your W-4 Form any time in Workday by typing ‘Withholding Elections’ in the search bar at the top of your Workday home screen.Please be aware that Payroll is not authorized to provide tax advi

Since the transition to Workday Financials, a few processes have been rockier than others, and one of the more difficult ones has been Account Certification. We will continue to track issues with Account certification on the UVAFinance website. When we talk with affected colleagues about Account Certification, here are the top pain points folks mention:Omission of payroll, SIS details, and fund balance/budget vs. actuals in the Account Certification view.Numerous manual processes, such

Don't worry; it's a valid code!  Back when we were going through the FDM mapping exercise, the PG00847 DO NOT MAP code was created to tag PTAOs we thought were no longer in use.  These aren't unallowed codes; instead, they are meant as a "red flag" to signal that the transaction needs to be checked.  These often result from PTAOs we thought weren't in use anymore but were somewhere in a database to be used for a recurring charge.  If you need to change for ISD billi

We continue to track and report on Spend issues caused by the conversion from Oracle to Workday Financials on the UVAFinance website (match exceptions, old purchase orders, etc.).  See all the latest here, including resources to help, as reported in the November 2 Fiscal Administrator's meeting (aren't you going to the Fiscal Administrator's meeting?  You should!  You can see the slides here, (just click on "For Fiscal Administrators," but you can attend via Zoom and get

November 2 was UVA's official Budget Kickoff session.  What's up next in tuition, fee, and budget key activities? November 11: Student tuition and fee committee meeting10 days public notice: public comment session on proposed increase range for undergraduate tuition and feesLate November / Early December: Finalize tuition and fee proposalDecember 8-9: Board of Visitors considers tuition and fee proposalMarch 3: Budget and Multi-Year Financial Plans (MYFPs) dueJune 1-2: Fiscal Year 2024

UVA is committed to complying with all applicable laws, regulations, and policies. The UVA Compliance Helpline is a confidential channel for employees to report unethical, illegal, or suspicious behavior.Visit report.virginia.edu or call (800) 235-8700 to submit a concern. Both allow for anonymity (if desired) and are available 24/7. The University’s integrity relies on you. If you see something, say something.

Since July 11th we’ve had ~3000 attendees participate in open office hours! As people are beginning to feel more confident and many questions have been addressed attendance has significantly decreased.To continue to support our stakeholders as we go through this learning journey, instead of open office hours, we will be offering individual 1:1 time with UVAFinance training team members in November and December for assistance with specific questions.To schedule a meeting, visit the Workday Financ

 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.

 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

 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

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

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

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!

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