Enterprise Project and Workday

Optometry Workday Videos

College Webinar Demos and Ask Us Anything Sessions

• • Requisition Experience in Workday, Demo – May 2023– This video shares the difference in how suppliers are categorized in Workday and how to enter in Supplier Website requests, Catalog Requests and Non-Catalog Requests for the May 2023 Workday update. Also shown is the Requisition Template feature to copy past requisitions.
  • AAO Conference Expense Report (Reimbursement) Demo
  • Optometry Ask Us Anything Workday and Demo 10.14.21
  • Business Leave Demo College Session 2-9-22 – This video is from the all college demo session explaining what the new required Business Leave task is for and provides a demo of entry and approval. For a job aid on this see: Business Leave | Administrative Resource Center (osu.edu)

Basic Navigation and Resources

• • Workday Basics video – A video from the Administrative Resource Center that demonstrates of the basics of using Workday including navigation, terminology and frequently used features.
  • Updating My Workspace in Workday – This short video provides a demo on how to update your work space (floor and room) in Workday. Everyone needs to update his or her work space. For a job aid on this see: Change / Update Work Space on a Worker | Administrative Resource Center (osu.edu)
  • Updating Search Preferences in Workday – This short video provides a demo on how to update your search preferences in Workday so your results are not limited to certain categories. For a job aid on this see: Change Your Preferred Search Category | Administrative Resource Center (osu.edu)
  • What is the Administrative Resource Center or ARC – This short video provides a demo on how to access the ARC and search for information/job aids. Home | Administrative Resource Center (osu.edu)
  • Finding Transactions in Workday – This short video provides a demo on how to find Requisitions and Expense Reports in Workday.

Worktags

• • video(s) coming soon

Procurement/Supply Chain

• • Create and Use Requisition Templates in Workday – This short video provides a demo on how to create and use a requisition template for non-catalog requisitions. This is useful if you order the same goods/service frequently or want certain information to default in your requisition. For a job aid on this see: Create and Use Requisition Templates | Administrative Resource Center (osu.edu)

Expense Reports

• • video(s) coming soon

Travel

• • video(s) coming soon

How do I log into Workday?

• You can log into Workday by:
  • going to https://workday.osu.edu/
  • through Compass at https://compass.osu.edu/

What is the Enterprise Project?

• 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.  It includes optimizing finance, HR, payroll, student services and IT business processes; replacing core administrative systems (currently PeopleSoft) with Workday; and improving decision-making through a single source of trusted administrative data.
• A single system for the entire organization.
  • Ohio State is implementing Workday for the university and Wexner Medical Center’s financial, human resources, payroll and student information systems. That means one system for all of your Ohio State business support needs: one version and one experience for one Ohio State community.
• More information can be found here: https://enterprise-project.osu.edu/about/about

What is Workday?

• Workday is administrative technology that will serve as a single system for the university’s business operations in finance, human resources, payroll and supply chain. Beginning January 2021, Workday will replace outdated technology to create a better Ohio State experience. Faculty, staff and student employees will use Workday to update personal information, request leave, select benefits and more.
• Modernizing administrative systems and increasing the effectiveness of business processes will support the university’s operational excellence goals.
• More information can be found here: https://enterprise-project.osu.edu/about/workday-explained

What is the Foundation Data Model (FDM) and what are Worktags?

• The Foundation Data Model is a multi-faceted classification system that allows users to attach common keywords, or “worktags,” to transactions. By labeling information with worktags that are shared between business areas (Finance, HR, Payroll and Student), the university can effectively report and analyze data.
  • Worktags are descriptors assigned to a transaction that provide information for reporting and analysis purposes. Worktags will be grouped into three categories:
  • Standard worktags – Workday delivers these as part of the established system requirements.
  • Ohio State defined worktags – A certain number of worktags will be created to meet the university’s specific reporting needs.
• Not used worktags – Ohio State will not use these standard Workday worktags.
• More information can be found here: https://enterprise-project.osu.edu/scope/workday/fdm-overview

How Do I Access My Translated Worktags?

• The college has created a translation tool in the form of an Excel spreadsheet. It is located in the I: Drive – Workday folder at I://Workday. The name of file is:
• “Chartfield to FDM Worktag Translations ALL COLLEGEE.xlsx”

To connect to the I Drive you must be directly connected to the Optometry network or connected via VPN.

Resources for Workday

There are a few helpful resources for Workday.

• The project website: https://enterprise-project.osu.edu/
• The Administrative Resource Center (ARC): https://admin.resources.osu.edu/user/login?destination=/services

Training

Workday uses security roles that are assigned to a person based on the tasks they need to complete. Training is assigned based on the security role. Check your transcript in BuckeyeLearn for training assigned to you.

How to get help with Workday

If you are having trouble logging in to Workday, call 614-688-4357 (HELP).

Visit admin.resources.edu.edu (ARC) and select Workday to find answers to most of your questions.

If you cannot find the answers to your questions on the ARC:

• For HR and Payroll support, check the HR Connection portal. This hosts articles and helpful quick links, and also allows you to submit an inquiry for HR and payroll services. You can also call 614-247-6947 (myHR).
• For Finance and Supply Chain support, you may call 614-247-7000 and follow the phone prompts.

The College of Optometry has assigned change coordinators to assist with Workday implementation.

Jim Woods – overall issues

Tiffany Garner – Supply Chain and Finance

Karla Gengler-Nowak – Research Administration

Laura Debney – Human Resources