New ATP Information page on L&S KB
Posted: 2024-05-08 15:02:59 Expiration: 2024-05-22 15:02:59
Down the right side of the L&S KB main page is a link to the new "ATP Information for L&S" page. From here you may access information on ATP related activity including a schedule of L&S Workday demos as well as links to past demo recordings and material.
Below is what you will see on the ATP Information for L&S page.
Here is a link to the page that will be maintained and updated. This is an internal site.
L&S ATP Readiness Leads will be working over the next few weeks to add helpful information into blank areas.
Department Tasks
Here you will find the list of in progress, upcoming, and closed tasks we invite departments to take part in. Your participation will hopefully help to increase your readiness for Workday.
Please reach out to Dani Delmore if you have questions on any of these tasks, or any other content on this page.
| Status | Details |
|---|---|
In Progress |
|
Upcoming |
|
Closed |
|
L&S Workday Demos
L&S administration will be holding demonstrations of the Workday system to provide opportunities to see the system in action, as well as offer up time for questions.
Below is a schedule of upcoming demos. Once the demo has taken place, we will link the recorded session.
| Date & Time | Session Title | Description | Recording |
|---|---|---|---|
|
April 1st, 2024 (2:00 - 3:00) |
Workday Expense Module Demo for L&S Staff | Michele Gundrum, the L&S Business Services Director, gives a demonstration of the Workday replacement for e-reimbursement and p-card processes. | |
|
April 15th, 2024 (2:00 - 3:30) |
External Billing, Cash Sales, and Internal Service Delivery Demo for L&S Staff | Tricia Johnson, who is the Finance Associate Director for non-sponsored accounts receivable and billing, as well as a member of the ATP Finance Strategy Team gives a demo of the Workday functionality that will replace internal and external billing. | |
|
April 29th, 2024 (2:00 - 3:00) |
Workday Costing Allocation Demo for L&S Staff | Kesha Weber, L&S Budget Planner, gives a demo of the Workday functionality that will replace changing payroll funding. |
Presentation Slides |
|
May 20th, 2024 (2:00 - 3:00) |
Workday Demo: Enter & Approve Absence Requests & FTE Change, Ending of Job, and Termination | Sue Hook, HR Associate Director, and Ben Weisse, Assistant Dean, Faculty HR, will demonstrate upcoming functionality in Workday. In this first HR focused session, they will show how to enter and approve absence, as well as complete a FTE change, end a job, and terminate employees. |
Recording Presentation Slides |
|
June 3rd, 2024 (2:00 - 3:00) |
Workday Adjust Payroll Costing Allocation Demo for L&S Staff | James Hovland, L&S Budget Planner, gives a demo of the Workday functionality that will replace the process for salary cost transfers. |
Recording Presentation Slides |
|
June 17th, 2024 (2:00 - 3:00) |
Workday Demo: Starting a Recruitment | Sue Hook, HR Associate Director, and Ben Weisse, Assistant Dean, Faculty HR, will demonstrate upcoming functionality in Workday. This demo will be focused on how to start a recruitment. |
Recording Presentation Slides |
|
June 24th, 2024 (2:00 - 3:00) |
Workday Accounting Adjustment Journal Demo for L&S Staff | Jana Valeo, Budget Office Financial Manager, gives a demo of the Workday functionality that will replace the process for non-salary cost transfers. |
Recording Presentation Slides |
General ATP Information
Administrative Transformation Program official site - New to ATP? Check out this website to learn more about what the project is all about!
Workday Terminology and Crosswalk - Search the list to find definitions for some common Workday terms, as well as the corresponding terms used now, where applicable. For example, some campuses use the words “pay statement” to describe what Workday calls “pay slip.”
Ancillary System List and Dispositions - The Administrative Transformation Program partnered with business and system stakeholders from every UW institution to identify more than 1,800 ancillary systems for disposition. Check to see if your system is listed here. If not, please reach out to Dani Delmore to get it added.
Areas of Interest
IT Community Resources
[Content placeholder inside panel L&S IT Community Resources. This content will be shown/hidden as the panel is toggled.]
HR Community Resources
Coming Changes in Process with Workday:
Billing Community Resources
Here are a few links to review that can help you to prepare for changes to your billing processes and systems.
- What's Changing for Internal and External Billing, and Point of Sale Processes
- Below are a few links to process maps developed by ATP for different billing scenarios that may apply to your department.
- Scenario 1: Billing/Accounts Receivable with an ancillary billing system, leveraging Workday invoice
- Scenario 2: Billing/Accounts Receivable with an ancillary billing system generating invoice (only applicable in the case of systems that handle HIPAA or proprietary data)
- Scenario 3: Billing/Accounts Receivable, no ancillary billing system
Finance Community Resources
[Content placeholder inside panel Finance Community Resources. This content will be shown/hidden as the panel is toggled.]
-- L&S KB: Dani Delmore