See this spreadsheet for Gift Attribute Types.
Resources
This document gives the basics of designated worktags.
A Cost Center (CC) is an area within a school/unit that owns a subset of revenues and/or expenses. They report funds available and manage multiple fund sources. The legacy Oracle term Organization most closely translates to Cost Center in Workday Financials terms, but some schools and units have broken their organizations into smaller section to take advantage of Workday's increased cost center functionality. Therefore, you may find that one Oracle org is split into multiple Cost Centers in Workday Financials.
Here are some things to consider when creating a Cost Center:
This document gives summaries, examples, and max field lengths for all FDM Worktags
This reference document contains some of the most common scenarios for function use. Function classification guidelines and examples with the purpose of establishing consistent function worktag usage across UVA Schools and Academic Departments.
This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of Creating a Billing Schedule for Customer Contract in Workday. By the end of this QRG, you will be able to create a billing schedule to manage the billing installments established in the customer contract.
Most likely, this is due to a Period Activity Pay (PAP) that was rescinded.
FDM worktag request instructions and general naming convention guidelines for worktag requests. Financial Data Model or FDM.
What are the FDM naming standards and Guidelines? Financial Data Model naming standards and guidelines.
Naming Convention Basics.pdf168.44 KB
Each school/unit will designate one individual to act as the administrator for the MBU and collect, review, and submit the Template. Requests should be submitted once per week for the MBU. The MBU FDM Administrator should work with their school/unit to consolidate efforts and ensure requests align with your unit’s philosophy for the FDM (Financial Data Model).(Edited June 11, 2024)
Use this form to request a change for a medical center passthrough request. FDM Requests
Use this form to adjust a cost center labor suspense request.
Challenging the status quo is a critical component of continuous improvement. It starts with recognizing that the way something has “always be done” may not be the best approach for the future, even if it made perfect sense for “x” years.
Here are three ways to challenge the status quo:
- Invite different perspectives – ask others what they think
- Ask more questions – try using “what if?” in your next meeting
- Be ready to help the change – be open-minded to ideas
A continuous improvement mindset truly transforms a culture when it is embraced in a day-to-day basis. It requires intentional reflection and a willingness to adjust based on new information.
To achieve transformation, our future-state processes need to move beyond “lift and shift,” where we merely improve the automation of a transaction. As you’re examining processes, think about the future-state considerations below:
Navigating change, no matter how worthwhile it is, always includes some discomfort. In the current state of things, we have a measure of certainty. We know what to expect; we understand the steps in our processes, even if they aren’t the most effective.
When a triggering event occurs (not necessarily THE change itself, but something that indicates change is coming) it drops us into a period that feels chaotic. Unexpected and expected triggers both have this effect. Well-planned
How to use Kanban boards with your Team
Sample Interview questions to assess the interviewee's continuous improvement mindset
Encouraging a CI Mindset in Your Team