Tess led a workday financial reporting open office hours session, focusing on the development of four driver work tag reports in the development environment. The team discussed various issues related to the reports, including bugs, data retrieval, and reporting gaps, with Tess promising to address these concerns and provide additional training. The conversation ended with Tess announcing a session on labor reports and encouraging attendees to submit ServiceNow tickets for any discrepancies they encounter.
Watch the Recording: Driver Worktag Reports Demo
Passcode: 7w?N.xRz
In the financial reporting forum, Rick and Tess discussed the importance of accessing reports in Workday, highlighting key features of the system and recommending on-demand courses for better understanding. They also explained the differences between data in KFS and Workday, the transition of various reports from Kfs to the new UMD Top Financial Management Reports dashboard in Workday, and how to set up and use a report in the system. Tess demonstrated how to navigate and analyze financial data using a system, and presented various reports and their functionalities, emphasizing the importance of using the correct hierarchy for balance sheet reports.
Watch the Recording: Financial Reporting Beginner Training
Passcode: suW8E&^u
Tess Moeller led a discussion on reporting security in Workday, explaining the concept of role-based security and how to request access to specific reports. She also addressed various issues raised by participants, including access to certain reports, payroll issues, and the visibility of specific units in departments. The conversation ended with Tess advising Jodith from Physics to submit a new service ticket for her access issues.
Watch the Recording: Security
Passcode: ?SiDJX5=
The EthicsPoint manual is a "how-to" training document for EthicsPoint, a UMD compliance reporting system, managed by Management Advisory Services (MAS). The manual can be found here:
This class will provide financial data analysts and information seekers access to the newly created KFS090 Management Reporting tool. These reports are the cornerstone of financial reports used to assess trends and financial performance against key metrics, such as the budget and operating revenue. The class participant will learn how to access the report, navigate to a selected report, expand, and collapse folders, apply filters, download, and print reports. Class participants need to have access to the KFS90 Financial Management Reports. If you need access or if you are not sure you have access, please email: fds-request@umd.edu to gain access. This class has a run time of 1.0 hour.
This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.
This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.
Attendees should have a basic understanding of how to navigate through KFS prior to taking this training. Additionally, a laptop and access to KFS Reports are required for training.
To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.
This guide provides an overview of the Budget Amendment (BA) and how to process the BA form in KFS. Please send questions regarding the training guide to bfa@umd.edu
This hands-on training introduces participants to the basic report options in KFS for unrestricted funds. Participants will be introduced to KFS report terminology, the Overview reports and structure, and how to run and download reports.
This training is recommended for UMD staff with no prior experience, limited or infrequent experience, or those who otherwise require a basic introduction to KFS reporting.
Attendees should have a basic understanding of how to navigate through KFS prior to taking this training. Additionally, a laptop and access to KFS Reports are required for training.
To sign up for training, please go to UMD’s Training Calendar (training.umd.edu) and search for available dates/times.