Phase 2 (Fixing)
Phase 2 (Fixing) began Spring 2025 (March – April) prioritizing the opportunities identified in Phase 1 and determining the order in which they will be addressed. It is important to note that not all of the 157 opportunities will be tackled in Phase 2. We have been able to eliminate several opportunities already as either resolved or duplicative. (May – Dec) focuses on implementing solutions for these opportunities to improve our data integrity issues and enhance the service that we provide to our university.
Below is a chart of Workday fixes to date. The left-hand column briefly describes the problem identified; the right-hand column indicates the nature of the solution. This chart will be updated weekly.
Change Sought |
Improvements for Workday Users |
Workday-Blackboard Integration – Workday was not communicating to Blackboard when students dropped classes, resulting in outdated rosters and irrelevant course notifications for students. |
This task is completed for all known instances and anticipated future instances. Blackboard team requests information from faculty and staff if they experience any ongoing difficulty. |
Sponsor Contracts – need for customization and enhancement of Workday’s student sponsor invoice layout in order to print sponsor invoices directly out of Workday. |
Completed. A custom invoice layout has been created and invoices are now being automatically generated from Workday instead of manual creation outside of the system. |
Allocations – Inactive allocations were showing up in a list of active allocations. |
Problem fixed. No impact for end users.-B |
Expenses Custom Report Need – Desire for detail on pending transactions for in-progress expense reports. |
Functionality already exists. There is an Expense Hub that employees can use to track their expense reports or they can run “Find Expense Reports.” |
Open transactions Custom Report Opportunity – Desire for report to see payment source of pending transactions |
Functionality already exists. There is a current report called “Pending Transactions by Cost Center/Grant” that can be run to find any pending transaction in Workday by Cost Center or Grant. |
Submitting Invoice via Workbench Pain Point |
Both AP and Purchasing do not feel there is any problem with this process. |
Benefits Plan – Benefits elections not accessible after last Workday update |
Benefits and Pay Hub currently being designed will address this problem. |
Academic Plan Business Process – Deny – Desire to provide advisor ability to deny academic plan approvals. Advisors were originally only able to approve or send back the request for Approval of Academic Plan. |
Completed The option to deny an Academic Plan is now active for academic advisors. |
1098Ts – Desire to omit printing of 1098-Ts that students had elected to receive electronically |
Completed. |
Security Configuration to support student customer services |
Completed. There is now enhanced security for student employee supervisors to be able to more accurately budget federal work study awards. No impact on students. |