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Workday makes it easy for staff and supervisors to view and manage their personal information and take care of job-related business processes.
Workday will be Wofford College’s system of record. Phase 1 includes human resources, payroll and finance. Phase 2 will include student records and financial aid – no launch date has been announced yet.
Staff can manage their personal information within Workday, such as update emergency contacts and view tax information.
Additionally, Workday can be utilized as an employee directory, when needing to find contact information for other staff, faculty, adjuncts and student workers.
Staff can view their salary, update direct deposit payment elections and update W-4 information.
Eligible staff can view benefit information for themselves and eligible dependents, as well as update beneficiaries. Staff can add or change benefits for themselves or eligible dependents due to a life event such as marriage, divorce, birth or adoption.
Budget managers, known as Financial Analysts in Workday, can view their department’s financials, including budgets and expenditures.
Expense reports in Workday replace the previous Expense Reimbursement Form. Employees will no longer have to send paper copies of receipts to the Business Office. All out-of-pocket expense reimbursement requests will be submitted electronically through the Workday expense report.
Additionally, the expense report will be used to review, code and attach receipts for p-card transactions. Users will no longer complete these items in Truist Enterprise Spend Platform. P-card transactions must be reconciled 5 days following the month end. However, preferably more often (weekly or bi-weekly) if staff have a large number of transactions.
Purchase orders are easy to track and maintain in Workday, and the information gets stored historically for reference. Repetitive purchase orders can be copied and updated, saving time.
Purchase orders begin in Workday as purchase requisitions. With regards to the budget, a purchase requisition is considered a commitment, then when it gets converted to a purchase order, it becomes an obligation.