News

 End-to-End testing has finished Cycle 3 and the team is ready to rollout the next step. With the help of our exemplary Change Leaders, we have identified personnel across Grounds who will be key to the next step in the testing process: User Experience Review.The User Experience Review (UER) Kick-Offs will be held in two sessions on February 28th. UER is the final testing cycle of specifically selected scenarios. This testing will provide system exposure and gather valuable feedback and dat
Testing time has arrived and systems that send or receive information via Workday must complete that specific testing by April 30. Running through testing scenarios now provides for more successful operations post July 1’s go-live.To prepare, please finalize remediation of systems within your units and ensure they are ready and scheduled for testing. Scot Thornton, SRN Lead, is available to provide support if your units are not yet scheduled for testing.For additional support and tools, visit he
UVAFinance has participated in social media with a Twitter account and has just recently expanded our reach by launching a LinkedIn page. We invite you to access the page here and click on "follow" to keep up with what we are sharing with stakeholders. Even better, we invite you to share the page with your networks encouraging others to follow along. We aim to utilize online partnerships to grow followers and connect us with potential new team members as well as educate stakeholders on our
"How will Finance Strategic Transformation impact my job?  How will what I do each day be different because of FST?"Those questions are at the top of many minds as spring arrives at UVA and the go-live of Workday Financials is on the horizon for this summer. While we can't say exactly how everyone will be impacted just yet, we're getting close!The work currently being done in the Security Role Mapping Sprint that began in January will make it clearer to schools and units how their team memb
Contributed by Patty MarburyAs you have likely heard, Security Role Mapping is sprinting toward having most of UVA's roles mapped by March 11. Since Workday Finance training is based on the specific roles you will have, this effort is really important, as it determines what courses you will complete as we approach July 1, 2022. It is our goal to help you be prepared and able to successfully perform your work in Workday.So let's talk about that training! As we create content the training team is
The FDM Sprint may be over, but the Foundation Data Model team is still hard at work.  The team is working with SIS and other units to provide guidance on GL revenue mapping (read more about that here), and they're capturing entries in Oracle for mapping and budget conversion.  Our schools and units are also working to review their mapping and refine it, knowing that March 17 begins the FDM Frost, the last day they can request new worktags.  Because final budget conversion wi
There are so many things to keep track of as we move toward go-live on the first of July.  One item we're expecting further clarity on soon is GL balance conversion and ensuring that converted balances are directionally correct.The FST team is working to refine the mapping rules and test the conversion of expendable fund balances.  Our goal is to have something for our schools and units to review by mid-March.  What can you be doing now?  A great thing schools and units
The Adaptive Team and their intrepid band of testers are deep in end-to-end testing of the version of Adaptive Planning that will integrate with Workday Financials upon its July 1 go-live date.  Similar to the testing process with Workday Financials, once end-to-end has wrapped up, the team will move into User Experience Review (UER) of Adaptive.  During UER, schools and units will get to interact with the new functionality that this Adaptive 3.0 version will offer.  Check ou
As we get nearer to July 1, 2022, minds may be turning more often toward the particulars of making the jump from Oracle to Workday. Cutover (how we often refer to the turning off of the old system and the turning on of the new one) may be a shadowy idea to many of us, but FST project Cutover Lead Madhu Iyer began planning for it in detail upon his arrival late last year.Iyer is working with FST team to capture all the tasks from each workstream for accurate cutover planning and anticipates shar
 Running short on time?  Read "Five Things to Know about FST" for a quick update, or listen in to WFST Radio.Training We’re all about quick reference guides, or QRGs, right now.  The trainers are working with the functional team to get an avalanche of  QRGs ready for User Experience review by the end of February. With User experience review or UER, starting this March, those QRGs will be very useful to those folks across grounds who are going to get into the system
 1.  The Training Team is producing quick reference guides (QRGs) to be used not only to facilitate training but also to assist testers across grounds during User Experience Review (UER) this March.  The training team is also preparing Expense Ambassadors to assist stakeholders with the transition from Chrome River to Workday  Financials.  2.  The Security Role Mapping (Workflow Control & Approvals) Sprint is progressing, with a goal of all schools and unit
Let's say you are hiking a new mountain trail, anticipating the view from the final destination but you are also a bit nervous about finding your way and staying on the designated trail. Will it be clear? How will you know how far you've hiked? Will you know when you are close to the top?Click the image for a larger viewIt's a little like making our way to the go-live date with Workday Financials. We essentially know where we are going but reminders and clear directional information can be helpf
Joey Carls joined UVAFinance as Finance User Success Manager on January 31, bringing experiences from his role as Director of Operations in the UVA School of Education and Human Development.In his previous position, he directly supported school leadership and unit administrators with the operational calendar and tracking, process improvement, employee onboarding, space planning, and safety. His team also supported school faculty, staff, and students with facilities matters, faculty affairs, even
Five years ago, a team of more than 60 "Expense Ambassadors" - those working in fiscal roles across Grounds - partnered with the Travel & Expense Core Team to help ensure Chrome River was rolled out effectively in each of their areas. Building on that success, FST is working with the Expense Ambassadors to help navigate the expense management side of Workday Financials. Some are returning Expense Ambassadors and many are new to the team, but all have expertise in their area and are fa
The current round of Change Readiness Assessment (CRA) officially kicked off this week with the first of four planned focus groups. The Change Management Team will not send out a survey for this round of CRA. Instead, the team will hold focus groups and use two tools to examine change readiness across the University: a monthly Readiness Dashboard and a Leadership Checklist. The Dashboard will measure progress across different priority areas throughout the project and will help ass
An inaccurate representation of Security Roles in the MatrixIt's only been since January 24 that the Security Role Mapping sprint began, yet work is racing forward at a clip.  Around 150 mappers attend the All-Pods meeting each Monday, and a significant portion of those folks also attend Office Hours each Wednesday.  If you would like to be added to either meeting, just drop us a line at [email protected]'ve built up a large library of resources in the Online Community; s
Did you know that UVA policy prohibits the use of space heaters on Grounds? Space heaters are extremely energy-intensive, so by following policy and “breaking up” with your space heater, you can be a part of leading UVA to a more sustainable future. If you have a space heater in your UVA office or dorm, trade it in (no questions asked!) during the month of February and receive a free energy-efficient warming alternative. Sign up here
 As previously reported, the FDM Mapping Sprint wrapped successfully in mid-January.  While FDM Mapping work will continue until the Freeze on May 10, the sprint reached its goal of 85% mapping completed.  85% sounds great, but there are a few further details that illustrate the amount and quality of work completed in this six-week time frame: 450 cases closed in Salesforce - these are questions from mappers that were answered by the sprint team4.9/5 satisfaction rate fr
 This past November, Jacob Mair, Elissa Morton, and Katie Walker spearheaded a sprint in partnership with the FST functional team leaders to get FDM Mapping over the line of 85% completion by the end of the year. The short version of the story is that the sprint was a success:  pods from across Grounds met together weekly and participated in weekly office hours, and by mid-January, the sprint successfully finished. A key part of the sprint's success was (you guessed it!) Salesforc
In this episode, we welcome members of UVAFinance's Inclusive Excellence Committee and Equity Action Team to discuss the trajectory of diversity and inclusion efforts in UVAFinance.  Our guests are Melody Bianchetto, ToShun Campbell, LaVerne Harris, and James Cobb.LISTEN IN HERE!Resources Mentioned: More on the UVAFinance blog about Inclusive Excellence activities: http://uvafinance.blogspot.com/search/label/Inclusive%20ExcellenceMore on the UVAFinance Website about DEI (scroll down a
It's all about quick reference guides (QRGs) with our training team right now.  The team is writing an avalanche of QRGs with the aim to have them reviewed by the FST Functional team in mid-February and complete by the end of February.  The QRGs will be invaluable for User Experience Review (UER) this March, as testers will be able to use them to perform transactions in Workday using the QRGs as guides.QRGs are a foundational piece of our overall training effort, so completin
Annual training is required for all cardholders and will be available February 1-28, 2022. Training will be assigned to cardholders in Workday.If you are no longer using your T&E card, please follow this link to cancel your card: https://uvafinance.virginia.edu/resources/te-card-change-requestIf you will be on leave in February, please contact us at [email protected] to prevent your card from being canceled for not completing annual training.
UVAFinance announces the upcoming retirement of Gary Young, the dedicated leader of UVA’s Finance Fixed Assets Accounting & Reporting Group.Young has been at UVA for nearly 18 years and has established, staffed, and developed the Fixed Assets team.  Under his leadership, the team developed successful relationships across Grounds and beyond, recorded and calculated over 40,000 units of fixed assets and capital equipment, equalling over $4 billion in aggregate.  We invite you to
 1.  Mapping Sprints: The FDM Mapping Sprint has wrapped, achieving the goal of 85% mapping complete.  While FDM mapping work will continue, the focus of the sprints will shift to Security Role Mapping.  Read more on the blog. 2.  Testing: As end-to-end testing of the Workday Financials tenant draws to a close, the team is gearing up to extend opportunities to UVA folks to take part in User Experience Review. Read more about end-to end testing and UER.3. Adaptive Pl