In This Issue:
- Fixes to Payroll Ledger Reports via the ERP Report Runner webpage
- Leslie Saucedo, Payroll Director, to retire at the end of February
- Electronic Form 1095-C Available in Workday
- The Basics of Inbox Filtering in Workday
- New Training WIG: Change Job – Request Transfer for an Inbound Supervisory Organization
Fixes to Payroll Ledger Reports via the ERP Report Runner webpage to Improve User Experience
Several fixes have been applied to the Payroll Ledger Reports currently available via the ERP Report Runner web page. The Payroll Ledger Reports include Actuals, Actuals-Fringes, Encumbrances, and Encumbrances-Fringes and have been restructured to ensure data is consistently listed in the correct columns. Additionally, the Payroll Ledger Report by Worker is more widely available and includes Funded By Managers, HR Analysts, HR Partners, HR Executives, HR Academic Partners, and HR Academic Executives.
Leslie Saucedo, Payroll Director, Retiring After Over 18 Years of Service to UT Austin
After over 18 years of service to the university, Leslie Saucedo will retire from her position as the Director of Payroll Services at the end of this month.
Leslie served as Director for the last 11 years, and 7 years as Assistant Director prior to that. Before coming to UT Austin, Leslie worked at Texas State University where she started as a work-study student in her first semester and worked her way up to Assistant Director of Accounting, with primary responsibility over payroll operations.
Leslie’s leadership was absolutely instrumental in the development and launch of Workday in November.
Read Leslie’s full announcement along with quotes from the community.
Electronic Form 1095-C Available in Workday
Human Resources sent an email message to Form 1095-C recipients with instructions on how to claim the Form 1095-C in Workday. Read the message with instructions.
Please note that retirees and terminated workers must search “My ACA Forms” in the search bar to locate their tax forms.
For answers to FAQs related to Tax Forms in Workday, visit the Workday Tax Forms page.
The Basics of Inbox Filtering in Workday
Inbox filters enable you to limit the action items you see in your Inbox. You can define an Inbox filter for specific business processes, then define conditions that must be met for the Inbox to display the action item. Workday resets to your full Inbox view after you leave your session. The Inbox filter is available on the Inbox Actions tab. It cannot be shared with others.
There are some global filters in Workday that allow you to sort by favorites, items Effective in the Past, Effective Today, and Effective this month. There are two new global filters in Workday:
- All Tasks Except Timesheets displays all actions in a user’s inbox except timesheets.
- My Direct Reports allows you to see action items pertaining to direct reports.
This WIG provides step by step information on how to set up other filters such as filters for organizations or by job family.
New Training WIG: Change Job – Request Transfer for an Inbound Supervisory Organization
This newly published Workday Instructional Guide (WIG) focuses on the Change Job business process related to requesting a transfer for an inbound supervisory organization. This process is initiated by the following Workday roles: Academic HR Partner, Academic HR Executive, HR Associate, HR Partner, and HR Executive.
Feb. 21 – Onboarding and I-9 Info Session
This session will include information regarding Workday tasks and best practices for onboarding and I-9 processing.
Feb. 22 – Onboarding and I-9 Second Change Virtual Lab
In case you missed this week’s info session on Onboarding and I-9s, you can can get a recap and ask additional questions related to onboarding and the I-9 process at this week’s virtual lab.
Release Notes Available Online/Via Daily Email
Release Notes, which include known issues, fixes, improvements, and links to new guidance are posted daily to the Workday Release Notes page. You can also subscribe to receive a daily release notes issue.