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Launched in July 2023, Workday Finance replaced many of UW's legacy finance, planning, and budget tools.  The transformation to a single financial system of record for all of UW will enable teams to reduce risk through predictable, real-time, and informed decisions while increasing transparency, integrity, and synergy.  

Tacoma Fiscal Services serves as your Shared Enviornment, supporting local activities and liaising with business process owners.  

More information about the program, updates, and training opportunities are listed below and will be updated in the future.     

Questions about Workday Finance? Contact our team at tacfiscal@uw.edu or request support via Microsoft Bookings.

Tacoma Focused Resources

  • Worktags and hiearchies
    • Current Resources
      • R1349 Cost Center and related FDM Worktags
    • Transition Resources (not current)
      • Cost Center Hierarchy -- Visual representation of cost center and cost center hierarchy relationships including RefIDs and cost center manager assignments that will be used at go-live.
      • Worktag and Hierarchy Workbook -- Data representation of cost center and cost center hierarchy relationships.  Includes listing of all mapped program, activity, and assignee worktags.
  • Legacy Budget to Worktag Translation
    • Budget to Worktag Mapping (transition resource) -- Associated all legacy budget numbers to worktag values.   Worktag values may have changed since mapping.  Reference worktag and hierarchies resources above.
  • Security Roles

Events and Deadlines

Tacoma Process-Focused Workshops

Employee Compensation Compliance (ECC) (October 2024)
Recording, Coordinator Pre-Review Job Aid, Certifier Certification Job Aid, Book Support Session

Adaptive Planning -- Introduction (August 2024)
Slide Deck, Recording

Reconciliation and Preparing for Fiscal Year-End (April 2024)
Slide Deck, Recording, Monthly Reconciliation Checklist, Reconciliation Status Tracker, Bonus slides: Procurement Year End Reports

Resources for Principal Investigators (April 2024)
Slide Deck, Recording

Correcting Transfers (November 2023)
Slide Deck, Recording, Payroll Accounting Adjustment Form, Reclass Form

Reporting, Part 2 (November 2023)
Slide Deck, Recording, UW Finance Reporting Wiki

External Invoicing (October 2023)
Slide Deck, Recording, External Invoice Template

Foundational Data Model Changes (October 2023)
Slide Deck, Recording, Worktag Update Template, Book Review Appointment

Procurement (August 2023)
Slide Deck, Recording

Reporting (August 2023)
Slide Deck, Recording, UW Finance Reporting Wiki

Foundational Data Model (FDM) Presentation (June 2023)
Slide Deck, Recording, Questions & Answers

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Past Events - Slides and Recordings

Finance Transformation Update for UW Tacoma - May 2022

Finance facilitated a series of stakeholder engagements in early May to provide updates on Finance Transformation. Change Manager Megan Younkin presented updates from the program team, and we held time for open questions and answers.

Resources: Slide Deck, Presentation Recording, Presentation Transcript

  • UWFT Program Objectives & Timeline
  • Shared Environment Overview
  • What We Know / What We Don’t Know Yet
  • End-User Engagement (What’s Coming and When?)
  • Where to Go For Additional UWFT Information

Workday Core Concepts: Security - March 2022

Resources: Slide Deck, Presentation Recording

  • Introduce how security roles are implemented
  • Provide information on Employee Mapping Tool, assisting with assignment of security roles

Workday Core Concepts: Business Processes - November 2021

Resources: Slide Deck, Presentation Recording

  • Introduce processes -- steps required to accomplish tasks across functions
  • Demonstrate examples of business processes in Workday Financial

Workday Core Concepts: Foundation Data Model (FDM) - August 2021

Resources: Slide Deck, Presentation Recording

  • Basics of the FDM which will replace our current chart of accounts
  • Workday definitions and demonstrations

Financial Transformation Overview for UW Tacoma - March 2021

Resources: Slide Deck, Presentation Recording

  • Providing a high-level overview and update on program activities
  • Introducing key concepts that will be expanded on in future sessions
  • Providing resources and previewing upcoming engagement and training activities
  • Identifying pending program decisions will determine future-state workflows