Main Content
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.
- Current Resources
- 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
- Transition Excel file disabled March 2024. Run Workday Report R0995 Position Role Assignments by Role, Worker, Organization instead
- UW Tacoma Security Role Assignment Guidance
- Security Roles to Training Courses - Listing of training courses by security role. Roles assigned after go-live are not assigned on Bridge but available on the UW Connect Finance Portal.
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
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