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At the April Fiscal Administrators meeting, the group had some great questions about Payment Works that we thought would be helpful to share with the larger finance community (those Fiscal Admins are on it -- if you aren't already coming to FA meetings, you don't know what you're missing).  Check out past meeting recordings and materials on the UVAFinance website under "Fiscal Administrators," and if you're not on the mailing list, contact AskFinance and ask to be added.How do I f
As of 9 am Wednesday, April 12, all UVAFinance Team members have a climate survey from Augie Maurelli in their inbox  Please follow the link to the Qualtrics survey and share your feedback by April 19 at 5pm.  If you don't see the survey in your inbox, check first to make sure it didn't get filtered into another folder or your junk mail, then contact Jill Simpson and she'll make sure you get a copy to complete.Thanks for sharing your thoughts in advance of our Spring All Hands mee
Contributed by Mark CartwrightThe University of Virginia has joined the Sustainable Purchasing Leadership Council, a who’s who of private sector, higher ed, government, and non-profit advocates. Higher Ed members include Yale, Harvard, Princeton, MIT, NYU, Stanford, Emory, and Georgia Tech.The SPLC connects members to best-in-class sustainable procurement expertise including one-on-one training, a network of engaged peers, and practical guidance that includes case studies, webinars, contract lan
 Finance Reporting & Analytics Release notes for April 10 have been posted to the UVAFinance website.  This update includes significant new reports and modifications that have been released since March 9th as well as known issues that we are investigating or working on currently. This was a BIG month with lots of new reports and updates to pre-existing reports. Some highlights of note:Fund Balance by Major Business Unit: A new report in Workday that gives a managerial sum
Save the date:  Thursday, August 3, 10 am - 2 pm, Newcomb Hall BallroomAfter the three-year Covid-induced hiatus, we are eager to the Travel & Expense Expo back to Grounds.The Expo consists of a vendor fair showcasing nearly 40 contracted Travel & Expense suppliers.Throughout the day, we will also host workshops about travel and expense-related topics. This event is for travelers, travel arrangers, and anyone interested in T&E at UVA!
 Earlier this April, UVAFinance Solution Center User Success Agent Teri Bowen took on a new role within Treasury.  In her new position as a treasury analyst, Bowen will analyze the University's daily bank accounts and assist with daily cash positioning, develop relationships with the University's banking partners, process debt services and other treasury payments, and much more.  She'll also help triage the Treasury Salesforce queue.That responsibility isn't the only way her
When there is an administrative delay in setting up the Award and Grant(s) in Workday Financials, costs are generally held in a non-sponsored worktag until moved to the newly set up grant. Please follow the abbreviated steps below to submit the cost transfers (payroll and non-payroll) as exceptions to the standard and retroactive cost transfer processes. Please note, the “Administrative Exception” should not be used if the grant has been available for use in Workday for over 90 days.Pa
Requesting role changes can be a little confusing:  which process do you use?  Do you contact the Finance Solution Center or use Request-Based Access?Use Request-Based Access in Workday for most role requests and for role removal.  RBA captures all approvals in the process and provides an audit trail, which is very important.  Bear in mind that roles are tied to positions in Workday, so when someone changes a position, they lose their roles in Workday.  Only if
On April 19, the Online Community, or CommunityHub, will sunset, but don't worry: resources you've accessed on that platform have moved to other locations you use frequently.  So where do you find your stuff?It depends on what you're looking for!Finance ContentMuch of the Finance content on CommunityHub was FST-related and has been archived.  Content that was still relevant to the work we do, such as information related to the FDM, it has been moved to the appropriate area on the UVAF
New FDM resources have been posted on the UVAFinance website.  Starting from the Workday Financials card on the homepage, then clicking on "FDM Worktags," you'll be able to access helpful materials such as quick reference guides, crosswalks, FAQs, templates for requesting and changing worktags, and more.Here's a quick link: https://uvafinance.virginia.edu/workday-financials/fdm-worktagsSome of the resources are new, and some have been relocated from the CommunityHub in advance of its A
 Contributed by Amanda Lockhart DavisWhen it comes to entering invoices, I can understand the urge to clear your desk as soon as you're able, but there's one specific area around which we urge some caution.When you're entering invoices into Workday, please be aware of fiscal year boundaries when it comes to stipends.  When you enter stipends with due dates past the current fiscal year, those entries have a possibility of being paid very early, which we want to avoid. Please f
Each year, UVA Sustainability partners with organizations on Grounds and across the Charlottesville-area community to host Earth Day Every Day, a month-long celebration of our shared environment. Earth Day Every Day includes dozens of events and activities -- something for everyone -- including volunteer litter clean-up days, workshops, art-making, tours, career fairs, and much more.See this year's lineup on the UVA Sustainability website.____________________________________________________
Kiss and her husband at Angkor WatKriszti Kiss is all about new beginnings. Back in 2016, when UVA was in the early stages of the Managerial Reporting Project, aimed at improving reporting and data analytics across the enterprise, Kiss was on the team. She also helped launch University Business Intelligence (UBI), the custom tool that resulted from that team’s efforts.Kiss also assisted with the groundwork and launch of ExpenseUVA, and just a little later, she was one of the first members of th
In the last blog digest, we shared the Reporting & Analytics Release Notes for March 9.  If you didn't get to take a look, here are a few highlights you might've missed: The Quick tip of the month:  Saved Filters (Workday) and Bookmarks (UBI) – remember that if you regularly the same report with the same filter(s) for CC, Grants, or other worktags, you can save your filters using the Saved Filters option in Workday or using Bookmarks in UBI. Bookmarks in UBI can be share
As part of the ongoing effort of supporting Continuous Improvement, the Finance Change Enablement & Continuous Improvement team is piloting two improvement initiatives to help schools/units identify improvements/optimizations internally.  The groups are focusing on two areas of great interest to UVA in general:  Account Certification and Reporting.1.  School of Medicine Continuous Improvement Working Group: Account Certification processThis group's focus is on improving unders
President Ryan, Bianchetto, faculty awardee Barbara Brown Wilson, and VP for DEI & Community Partnerships Kevin McDonaldUVAFinance's recently retired Melody Bianchetto was honored earlier this month as the staff recipient of UVA's Annual John T. Casteen III Diversity, Equity, and Inclusion Award.  There were over 44 nominees for this prestigious award.  You can read more about Bianchetto's efforts and those of the other fantastic winners of this year's awardees
Active Attacker Prevention and Response TrainingTuesday, April 11, 11:30 am – 12:30 pmNewcomb Hall South Mtg. Rm.Since 2020, the Department of Safety & Security has conducted multiple Active Attacker Prevention, Response, and Notification trainings for over a thousand members of the University community. Although incidents of active attackers at universities and medical centers are statistically rare, the impact on the individuals and communities affected cannot be overstated. In that regard
Alicia Mellenthin and payroll go way back . . . all the way back, in fact, to when she was 14 years old, doing the payroll for her parents' taxicab company in Dubuque, Iowa (fun fact:  she also did dispatching and drove a bit when she was older)."I've been doing payroll so long it's become second nature," says Mellenthin.This March, Mellenthin brought her wealth of skills and experience in the industry to UVA as she took up a position as a Senior Compliance Analyst.  In her position, s
Contributed by Raegan Harouff Gaye Employee Award Taxable for Gift Cards of Various AmountsIf gift cards of varying amounts are purchased in one transaction using the T&E card, please itemize different gift card amounts so the recipients are taxed correctly. For example: If you purchase one $100 gift card and one $200 gift card in the same transaction (on the same receipt) and you don't itemize, Workday will divide the total into equal amounts and tax each recipient for $150 rather than one
There has been confusion between assigning delegates and selecting an alternate delegate. When you delegate transactions in Workday you are choosing someone to act on your behalf. If a backup is needed for the person to whom you delegate, you can enter additional names in the Delegate field. A delegate cannot further delegate or choose a backup for tasks that have been delegated to them.What is an Alternate Delegate?When delegating transactions, you are required to either check the box to Use De
When your vendors have questions about doing business with UVA, have them contact UVAFinance directly using [email protected] or 434-924-3400.  That way we can work with them directly and you don't have to be in the middle.  Our User Success agents can answer many questions right away, or they can put your vendor in touch with an expert in procurement as needed.When you're doing business with a new supplier and want to ensure they're registered with PaymentWorks, avoid havin
COLON CANCER AWARENESSIt’s Colon Cancer Awareness Month and we’re highlighting the importance of screenings. Did you know you’re at an increased risk of getting colon cancer if a family member has had it? Even if you don't have a family history of colon cancer, it’s recommended that you get screened at age 45. UVA Health is ready to answer your questions about screenings. Call434.297.8427 or email [email protected]. Be sure to speak with your primary care provider about which o
 UVAHR's March Employee Spotlight was none other than our own Myron Ballard, Finance Project Associate.  Read more about what he does, why he loves it, and why project management is important on the UVAHR website.  Plus, you'll get to see some of his amazing artwork!We're grateful to have Myron on our team.
UVAFinance team members, we still have a few slots open for our spring headshot session on April 26.  If you need a headshot, please visit our Sign Up page and see if we have a slot that works for you.  If you are an employee who comes to Grounds ONLY for the twice-yearly All-Hands meetings, we will have a special headshot session just for you in May (more details on that later).  Questions?  Contact Brandi Van Ormer
Kay Johnston, an accountant in Recreational Sports, recently found herself staring down almost 2000 lines of payroll adjustments.  Pressed for time and operating with the understanding that these could only be done one at a time, Johnston and her supervisor Erica Perkins were quite reasonably alarmed.  Thankfully, Perkins reached out for help and UVAFinance trainer Erika Priddy pitched right in.  Priddy confirmed payroll adjustments can't be done in a mass upload to Workday F