In This Issue:
- Process for Retroactive Transactions in Workday
- Process to Rescind Completed Transactions in Workday
- Workday User Fair Oct. 19
- Spreadsheet of All Training Links Available Online
- System Notifications Related to the Research Management System (RMS), the Organizational Hierarchy System (OHS), and the *DEFINE CA3 Command
- Workday Town Hall Video Available – Includes Information on Critical Transaction Process, Emergency Check Process, Retroactive Transaction Process, and Rescind Completed Transactions Process
Process for Retroactive Transactions in Workday
After Workday go live, any new transaction not converted into Workday with an effective date prior to 11/1/2018 may require special handling by the Workday Operational Support Team. Keep in mind the following for transactions that are entered in Workday with effective dates prior to 11/1/2018:
- Any transaction entered into Workday with an effective date prior to 11/1/2018 must be approved at least five business days prior to the payroll deadline in order to be paid/take effect on that payroll.
- Any transactions effective in the prior fiscal year may require additional documentation or prior approval.
- Transactions that change compensation or leave status with an effective date prior to 11/1/2018 will require special handling by the Workday Operational Support Team before the CSU can enter them into Workday.
- Time entry cannot be entered into Workday retroactively, regardless of role. To enter or adjust time prior to 10/29/2018, the Request for Retro Time Entry Prior to 10/29/2018 worksheet will need to be completed.
Guidance, including a matrix to help manage these retro transactions and forms to submit to operational support to help process retroactive transactions, is available on the Workday Help & Support page.. Check back next week for more detailed guidance on documentation required when submitting a retro transaction.
Process to Rescind Completed Transactions in Workday
In Workday, any completed transaction that requires an edit or a correction may require special handling by the Workday Operational Support Team. If it is determined that the Support Team must rescind the transaction due to an error, the unit must re-enter the transaction after the rescind is complete. Guidance, including a decision tree to assist with determining if the unit can adjust the transaction on their own or submit for a rescind, is available on the Workday Help & Support page.
Workday User Fair Scheduled for Oct. 19, Texas Union Santa Rita Room, 11 AM – 2 PM
Intended to be a casual way for all employees to learn about timesheets in Workday, their worker profile, and how to navigate Workday. This User Fair will be a great opportunity for employees to meet members of the Workday team, pick up some Workday swag, and enjoy some refreshments. Please mark your calendars and help us promote this event with employees in your unit.For more information, please visit https://workday.utexas.edu/events/33
Spreadsheet of All Training Links Available Online
A spreadsheet with links to all online training is available on the Workday@UT training website. This spreadsheet will allow you to sort and filter by area, file type, and file name. We will be updating it frequently so we recommend bookmarking the link.
System Notifications Related to the Research Management System (RMS), the Organizational Hierarchy System (OHS), and the *DEFINE CA3 Command
Due to technical cut over to Workday, some systems and functionality will become unavailable or will retire with the launch of Workday. Below is more information on functionality related to RMS, OHS, and CA3 becoming temporarily unavailable during Workday cut over. For information on cut over, review the cut over calendar.
Unit code creation and update functionality associated with RMS will become temporarily unavailable while the University moves to Workday during the following times:
- 6am, Saturday, 11/03/18 – 12pm, Saturday, 11/03/18
- 8pm, Sunday, 11/04/18 – 8am, Monday, 11/05/18
Unit code creation and update functionality associated with OHS will become temporarily unavailable while the University moves to Workday during the following times:
- 6am, Saturday, 11/03/18 – 12pm, Saturday, 11/03/18
- 8pm, Sunday, 11/04/18 – 8am, Monday, 11/05/18
The *DEFINE CA3 command will become temporarily unavailable while the University moves to Workday during the following times:
- 8am, Saturday, 11/03/18 – 12pm, Saturday, 11/03/18
- 8pm, Sunday, 11/04/18 – 8am, Monday, 11/05/18
Workday Town Hall Video and Presentation Available
Video and the presentation from the Oct. 16 Town Hall is available and includes information on Critical Transaction Process, Emergency Check Process, Retroactive Transaction Process, and Rescind Completed Transactions Process.