News

We are excited to announce that Kevin Crabtree has moved on to be a Strategic Sourcing Director in Procurement. Previously, Crabtree was the Category Manager for Services and Athletics.He started in his new role on ­­July 10. He says he's most excited about stabilizing and improving the purchasing experience for departments by listening to University-wide feedback on what's working and what's not working."Procurement is here to help departments buy the goods and services they need in order for t

Buying at UVA just became a little easier due to the overhaul of the Goods & Services Guide, which finished just this week after four months of intensive collaborative work by Procurement, as well as the Business Systems Team.What Changed?Updated goods/services descriptions with clearer languageOne preferred method of payment (two at the most)Ability to search on title with auto-populationUpdates to sync with Workday Financials terminology and fieldsThe overhaul process began in March, with

 Upcoming Wellness WebinarsBeyond Speaking and Listening: Transforming our Habits of Communication by Deepening Self-Understanding and Connection. Tune in on July 26 at 12:00 pm. Click HERE to register.Turn Your Savings Into Retirement Income.Tune in on July 12 at 2:00 pm or 8:00 pm. Click HERE to register.Invest For Success: Five Principles You Need To Know.Tune in on July 19 at 10:00 am or 12:00 pm. Click HERE to register.Don't Forget: Free Virginia Recreation Classes Join Virgi

The payroll costing allocation categories "Worker Position" and "Worker Position Earning" are very different and not interchangeable.  In general, "Worker Position" is the category most of us will use most often.  "Worker Position" represents the standard pay, benefits, etc. that are applied to most regular positions.Assigning a "Worker Position Earning" costing allocation should only be done for pay categories that will be accounted for on a different worktag string than their "Worker

Starting this week, Accounts Payable has changed the settlement run from daily back to its pre-Workday-go-live schedule of three times per week (Monday, Wednesday, and Friday).  If you have any questions or concerns, please feel free to contact us via askfinance@virginia.edu.

We are about three weeks out from the Fourth Annual Travel & Expense Expo, and we can't wait to see you there! If you haven't already, please RSVP as soon as possible at this link.The Expo will be held August 3, from 10 am to 2 pm at Newcomb Hall. We'll have over 35 travel-related vendor exhibits, Passport Services, Real ID processing, great seminars, plus lots of giveaways and raffles! Prizes you can enter to win this year include free airline tickets, hotel stays, and a wine tour. Chec

Click image for a larger viewLast week, PSDS was alerted by Sedgwick regarding a product correction for Cholostech LDX Cassettes.  You can see this notice here (behind NetBadge).Know that in the future, product recalls and other similar notices are shared as a banner announcement in the UVAMarketplace.  (See an example of the UVAMarketplace announcements, visible upon logging into the system, to the left.)

We're on the very edge of our first fiscal year-end close in Workday Financials.  Thank you to everyone for your hard work and collaboration during this first critical year.  Here are the final deadlines to keep in mind: While certain activity has an earlier cut-off, all remaining activity groups and transaction types will be closed on June 29th at 4pm. Please refer to the Year End Closing Calendar for details regarding earlier cut-offs for specific activities. All transactio

After an extended stint on the Business Intelligence team, where she assisted with the optimization of procurement data during the transition from Oracle to Workday Financials, Shannon Wampler has returned full-time to Procurement and Supplier Diversity Services in the role of Supply Chain Business Analyst.Wampler’s long history with Supplier Diversity and her perennial dedication to assisting the local business community makes her a perfect fit for this position, as does her skill with data ana

SWaMFest is the premier networking, educational, and professional development event for small, women-owned, and minority-owned businesses, and it’s happening on Wednesday, November 1st, and Thursday, November 2nd, in Richmond . . . and you’re invited!Come and network with colleagues in VASCUPP, visit with our vendors, get some time out of the office, and get more than a little team building in, too. UVA had over 25 attendees onsite last year, and we’d love to see you this fall. Why attend SWaMf

Ajoni Wynn-Floyd’s passion is connection. Whether it’s helping small business owners find resources, locating grant information for someone who needs it, or finding an answer for a frustrated customer, she enjoys making connections and delivering good news for those who need it.Her drive to help people has led her to pursue a career helping small and diverse businesses, and this spring, she brought her talent and experience to a new role in Supplier Diversity Services at UVA as Community Engagem

As we prepare for the FY23 year-end close, the Workday Support Team uncovered two possible issues regarding change orders requested on rolled-forward purchase orders (POs) during testing. Issue One: Standard POs If a change order is processed on a rolled-forward PO that is partially billed, the change order will increase the obligation to the total amount of the PO. This will happen regardless of the amount rolled forward. To avoid this, departments should not apply change orders on lines that a

UVAFinance congratulates financial analyst Franky Kong of Procurement & Supplier Diversity Services for earning the Virginia Institute of Procurement certification as a Virginia Contracting Associate.  The VCA certification is the first step in a career path for public procurement professionals. It involves online course work, a two-day classroom session, and successful completion of an in-depth exam to achieve.Well done, Franky!

Kellyn, Stephen, Bella & NovaKellyn Bennett Morris is well-prepared to deliver great customer service in her new role as a User Success Agent in the Finance Solution Center. Morris’s two previous roles have had an intense focus on building relationships with people, often in times of stress.Her first job out of high school was at Batesville Market, helping a close friend’s mother start her business during the pandemic. During that critical startup time, and as local folks increasingly leaned

Workday's request business process is now the one-stop-shop method to request Payroll Accounting Adjustments for UPG, the Medical Center, yourself, or an employee who has been terminated or transferred out of your area.  Previously, this would have been done via a variety of methods depending on your need, but now, due to the new Workday functionality, it can be handled one consistent way.  (Note that Payroll Accounting Adjustment Specialists in schools and units can still process

It's hard to believe that we're only a month out from the Fourth Annual Travel & Expense Expo.  If you haven't already, make plans to attend on August 3 at Newcomb Hall.  Vendor exhibits will be available from 10 am - 2 pm, with lots of giveaways and drawings for prizes available.  We'll also have light refreshments as well as passport services and Real ID applications.  Watch the blog and other UVAFinance communications for a seminar schedule as the date g

 Earlier this month, Myron Ballard was elected by his UVAFinance colleagues to represent them in the UVA Staff Senate. In fact, this is the second time Myron has been elected (once before when he worked with the School of Engineering) and he is excited to continue serving his community. This is no small feat, and starting in August, Ballard will take on an important role in cultivating UVAFinance alongside the greater UVA community. He reflected that the best thing about the Staff Senate wa

As Fiscal Year End approaches, don't forget to close your POs.  Workday Financials does not have an auto-close feature like Oracle did (we'll be working on that, though, in the future).  We understand it may not be possible to get everything closed before year-end, so here are some priorities and guidelines: POs associated with grants will be automatically closed unless you tell us to roll them over, so review your open grant-related POs with end dates before June 1, 2023, an

Once Workday Financials went live, that wasn't all for collaboration between UVAFinance and our finance partners across Grounds.  We've continued to collaborate in the spirit of continuous improvement to make processes better and share best practices.  Case in point is everyone's favorite, account certification.  Although Workday Financials is a cloud-based system that we share with lots of other entities (meaning we can't customize it like we were used to doing with Oracle),

This July, the Finance Solution Center will take over payroll inquiries from the HR Solution Center.  As you might imagine, payroll falls into a grey area between finance and HR.  Generally speaking, if it's a money question (things like the numbers on your pay slip, your W2, your W4, etc.), it's a finance question, and if it's a benefits matter (things like insurance and PTO), it's an HR question.  The good news is, you don't have to worry about going to the right Solut

As Fiscal Year-End draws nigh, the Clean-Up Squad is burning through a mountain of transactions to make sure things go as smoothly as possible!  Note especially the close Purchase Orders -- these are just individually closed POs.  We've mass closed about 75,000.  If you need the Clean-Up Squad's help closing POs ahead of Fiscal Year-End, email us at askfinance@virginia.edu  Here's what things are looking like as of June 14:Task BehaviorCountAdjust Accounting5,480Ass

The HoogenboomsEarly this May, Dan Hoogenboom re-joined the University as a project manager in UVAFinance, bringing experience gained from stints in both engineering consulting and community/economic development planning. Sandwiched in between those positions was his previous time at UVA, in the College of Arts and Sciences, where he was a fiscal administrator.Hoogenboom’s work experience managing projects, people, finances, and above all, the needs of various stakeholder groups, makes him a gr

After we close the books on this fiscal year, there will be a brief period when adjustments can be made in order to address budget deficits.  Departments can perform these transactions between July 1 and July 14.  Here are a few guidelines to follow:Transfers should be the primary activity being performed.Do not change the fund source.All transactions will be routed to central finance for approval.Accruals should not be initiated within departments.Activity during this two-week ti

UVAFinance is celebrating the season of graduation with our team members who have graduated or had close family members graduating this year.  Head over to our Flickr album to see this year's shiny new Class of 2023 photos.  Congratulations, we're so proud of you!_____________________________________________________Related Content:  Inspiring Positive Change: UVAFinance's Ann Criser-Shedd