May 2019

WORKDAY 101 FOR OHIO STATE ADMINISTRATIVE PROFESSIONALS

1. About the Enterprise Project

2. Workday3. Important Things to

Know4. Workday Navigation5. Next Steps

AGENDA

ABOUT THE ENTERPRISE PROJECT

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A Better Ohio State Experience• Advance the university’s mission

• Enable the strategic plan

• Deliver consistent processes and experiences

• Drive effective decision making

=Modern Technology+Exceptional

Service

The Enterprise Project is a business transformation that will improve the Ohio State experience and advance operational excellence through Workday and other modern, effective services and technology.

ENTERPRISE PROJECT

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• Deans & VPs• Senior Fiscal Officers• Senior HR

Professionals

PROJECT PARTNERS

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We’re working with many of your colleagues now:

• IT Leaders• Subject Matter Experts• Change Coordinators

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Appointed by area leaders to partner with the Organizational Change Management team on the people side of changeA complete list of coordinators is available on the project web site at enterprise-project.osu.eduResources – Change Network

CHANGE COORDINATORS

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• Kicks off October 2019• Increased communications and outreach

to all faculty and staff• You may receive questions throughout the

campaign from employees you support, so keep an eye out for the communications

UNIVERSITY-WIDE MARKETING CAMPAIGN

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Modernizing Administrative Experiences and Processes

WORKDAY FOR FINANCE AND HUMAN RESOURCES

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WHAT IS WORKDAY?

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The benefits of Workday for Ohio State include:• Updates automatically twice a year to keep systems current• Mobile and secure access to information • Improved data utilization and reporting• Greater visibility into university transactions and processes

Workday is a cloud-based application that will serve as a single system for Ohio State’s finance, supply chain, HR, payroll and student information and processes.

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I NEED TO…TODAY

eTravel

submit a travel request.

PeopleSoft

view my paycheck.

eLeave

take family/ medical leave.

HRA or Green Sheet

hire someone.

eRequest or eMaterials

buy a stapler.

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I NEED TO…WITH WORKDAYsubmit a travel request.

view my paycheck.

take family/ medical leave.

hire someone.

buy a stapler.

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• Accounts receivable • Budget, planning

and forecasting• Comprehensive

capital• Supply chain /

procurement • Debt management

• Grants management (post-award)

• Travel and expense• Banking and

settlement • Endowment

accounting • Financial accounting • Asset management

• Project management and execution

• Financial data and reporting

SCOPE – FINANCE AND SUPPLY CHAIN MANAGEMENT

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• HR operating model• Recruit to hire• Onboarding• Non-employee

populations• Compensation

administration • Benefits

administration

• Position management

• Retirement administration

• Annual merit compensation process

• Terms and transfers• Fee authorization

• Learning• Payroll processing • Time tracking and

absence management

• Payroll accounting and commitments

SCOPE - HUMAN RESOURCES AND PAYROLL

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2021-2022

Workday Student:

SUMMER 2020

Workday Financials, Supply Chain, HR and Payroll:

WORKDAY GO LIVE

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WORKDAY CORE CONCEPTS FINANCE

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WORKDAY CORE CONCEPTS HR

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System Configuration and Data Organization

IMPORTANT THINGS TO KNOW

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WORKDAY IS CONFIGURABLE

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• Think of a condominium: The floor plan cannot be customized, but the interior design and room layouts can be configured to the owner’s preferences.

• Workday offers configurable frameworks that allow Ohio State to make modifications to meet our unique needs.

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FOUNDATION DATA MODEL (FDM)

- Supervisory Organizations

- Financials

- Academic Foundations

Workday Human Capital Management

(HR)

Workday Financials

Workday Student

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ORGANIZATIONS IN WORKDAY

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• Workday uses the Foundation Data Model (FDM) as a multi-faceted classification system that allows users to attach common keywords, or “worktags,” to transactions.

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TRANSLATION TO WORKDAY TERMS

will be a … in Workdayplanfoundation data model (FDM)worktagcost centergrant

In PeopleSoft currently, a…budget

chart of accountschartfield segment

department / org.project

Workday Navigation

LET’S TAKE A LOOK!

• Stay connected to the project through the website and newsletter

• Offer insights into your units throughout the project

• Reach out to your Change Coordinator with questions

NEXT STEPS

Subscribe to the Enterprise Project Digest:go.osu.edu/EPdigestsubscribe

Contact us at:enterprise-project@osu.edu

THANK YOU!