General FAQs
Some worktags will have similarities in the name, but the number string will be different.
The best way to identify your new worktags will be the crosswalk, which will
be provided closer to go-live. This will help you understand which worktags
relate to the existing funding strings.
If a transaction has an inaccurate worktag, the approver can send it back to the
person who created the request.
All worktags are accessible by everyone in the organization, ensuring everyone can
quickly accomplish their work. Features such as My Worktags, thoughtfully
structured drop-down selections, and dynamic searching enable everyone to
quickly find the worktags they need.
Yes, Workday lets you easily track all your financial transactions through the approval
process. Additionally, notifications and dashboards provide real-time updates
at a glance.
Users who need to view salary information as a part of their job duties will have
the security access required to view salary information for the employees
that they support, both within their department and across the University.
Workday will automatically add additional worktags based on the driver worktag entered.
In cases where you need to select additional worktags that don't auto-populate,
the system will prompt you to enter any missing worktags. This will help
ensure that all worktags are in place and improve consistency with financial
activities across WVU.
Workday provides several ways to ensure a transaction has the right worktags. Related
worktags auto-populate after a driver worktag is selected so you don't need
to choose them. Many business processes that use worktags will include reviews
and approvals, which let users update worktags before a transaction is finalized.
Validations during transactions will also ensure that any additional worktags
you select are appropriate for the transaction.
The project team is conducting an extensive mapping exercise to connect driver worktags
to the appropriate related worktags. As new driver worktags for Grants, Gifts,
Programs, and Projects are added after go-live, a standard process will be
followed to continue mapping the driver worktag to the related worktag.
Line items as they are today will be rearranged and categorized at a higher level
in Workday, with spend categories capturing details. So, worktags in Workday
will capture the same information we capture today with account numbers,
just categorized a little differently.