Tuesday, March 29, 2022

Wellness Resources April 7, 2022

 




BOOST YOUR FINANCIAL WELL-BEING

Upcoming reward-eligible financial well-being webinars will help you learn to invest in your future, manage income and debt, and save for education costs.
VIEW UPCOMING WEBINARS


BECOME A MORE MINDFUL LEADER

The next Advanced Mindful Leadership Training course, presented by Hoos Well in partnership with the UVA Mindfulness Center, begins March 28 at 4:00 pm. Through discussions and experiential learning, participants will learn skills to cultivate positive emotions, manage difficult situations more effectively, and communicate more mindfully. There is no cost to participate, but there is a prerequisite.
READ DETAILS AND APPLY TO MINDFUL LEADERSHIP TRAINING


YOU CAN EARN HOOS WELL REWARDS

Eligible Hoos Well participants can earn up to an annual maximum of $500, and rewards are deposited directly into the employee’s paycheck. Participants who earned rewards during the first quarter of 2022 will receive an email in mid-April indicating which paycheck will include the rewards. To earn rewards in the next quarter, participate in reward-eligible activities between April 1 - June 30.


LEARN HOW TO MOVE FORWARD FROM DIFFICULT TIMES

FEAP and Hoos Well invite you to a reward-eligible webinar exploring trauma-based knowledge to help you move forward from difficult times. Understand how our brains respond to trauma and learn skills that can help override automatic reactions.
LEARN MORE AND REGISTER FOR A WEBINAR OFFERED ON APRIL 13 & APRIL 25
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Thursday, March 24, 2022

Five Things to Know about FST: March 24, 2022

 


1.  FST Fridays are coming!  Make plans to join us this April for FST Fridays to get an inside look at Workday Financials before Training arrives in May.  Get the details and see the schedule.

2.  Testing & Review: UER (User Experience Review) on the Workday Tenant continues and the Training Team is refining the QRGs (Quick Reference Guides) for use in May.  The System Remediation effort is also entering the testing phase so we're sure everything will integrate properly at go live on July 1. 

3.  Adaptive Planning is deep in UER.  If you'd like to see a preview of Adaptive 3.0, the tenant they're reviewing, we've got your sneak peek.  

4.  Sprint Statuses: The Security Role Mapping Sprint has finished, after a draft of UVA's new security roles was submitted by all schools and units.  The FDM (Foundation Data Model) Mapping effort, which finished its sprint earlier this year, has entered frost.  

5.  UVA's Board of Visitors applauded FST efforts by the FST Team and everyone working with the project across Grounds.  See the video.

Click the image for a larger view


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FST Update: March 24, 2022

 



No time to read all the text?  Check out Five things to Know about FST

Training & User Experience Review

User Experience Review, which we usually shorten to UER, is going on now in the Workday Tenant. This means that over 400 folks from across Grounds are trying out the system doing routine transactions to see how we need to shape our training materials. They’re using quick reference guides, or QRGs, the training team prepared, and the training team is in all of the UER sessions to guide people through the review, answer questions, and refine the QRGs based on how the reviews go.

In addition to preparing the QRGs, the Training Team is also putting together instructor-led training, self-paced web-based training, and the content for Workday Assist that will help people at the point where they’re doing a transaction in the system.

More about Training   

Announcing FST Fridays!

 Folks across Grounds have another opportunity to take a look at some common functions within Workday via weekly sessions the Change Management Team will hold each Friday.   Everyone is invited, so we hope you make plans to come to as many as you’re interested in.



Adaptive Planning 3.0 Preview

Adaptive Planning is also in UER right now. Adaptive Team is looking forward to the three point oh version of Adaptive that will integrate with Workday Financials on July 1. There’s lots of increased functionality that current users will see once the two are live and integrating. If you’d like to read more about what those enhancements are, or even check out a video preview, click the link below.



Sprints: Security Role Mapping and FDM

The Security Role mapping
sprint is ending, and FDM is heading into the frost phase.  

Schools and units have
produced their first draft of who’s in what roles in their areas, and while
adjustments might still be made, that’s what the training team will use to make
sure folks across UVA get the right training to do their job, because our
training is role-based.



The  FDM
Frost means that schools and units can no longer submit NEW worktags so that
the FST team can do the next stage of work within the Workday Financials
tenant.  They can still refine their
mapping until May 10, when the Freeze begins.

Read more about the Security Role Mapping Sprint

Read more about FDM Frost




Need some encouragement as FST enters the home stretch?

 Melody
Bianchetto and Adam Daniel, the FST project’s co-sponsors, recently did an FST
update to the Board of Visitors, and the BOV Finance
committee burst out into applause.  BOV members were
really impressed by everyone’s commitment to really transforming, and the
desire we all have to help make UVA great and good.  If you’d like to see to this presentation and
hear the board’s comments, click the link below.

Hear the BOV's comments



click image for a larger view

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FST Update: March 24, 2022

 



No time to read all the text?  Check out Five things to Know about FST

Training & User Experience Review

User Experience Review, which we usually shorten to UER, is going on now in the Workday Tenant. This means that over 400 folks from across Grounds are trying out the system doing routine transactions to see how we need to shape our training materials. They’re using quick reference guides, or QRGs, the training team prepared, and the training team is in all of the UER sessions to guide people through the review, answer questions, and refine the QRGs based on how the reviews go.

In addition to preparing the QRGs, the Training Team is also putting together instructor-led training, self-paced web-based training, and the content for Workday Assist that will help people at the point where they’re doing a transaction in the system.

More about Training   

Announcing FST Fridays!

 Folks across Grounds have another opportunity to take a look at some common functions within Workday via weekly sessions the Change Management Team will hold each Friday.   Everyone is invited, so we hope you make plans to come to as many as you’re interested in.



Adaptive Planning 3.0 Preview

Adaptive Planning is also in UER right now. Adaptive Team is looking forward to the three point oh version of Adaptive that will integrate with Workday Financials on July 1. There’s lots of increased functionality that current users will see once the two are live and integrating. If you’d like to read more about what those enhancements are, or even check out a video preview, click the link below.



Sprints: Security Role Mapping and FDM

The Security Role mapping sprint is ending, and FDM is heading into the frost phase.  

Schools and units have produced their first draft of who’s in what roles in their areas, and while adjustments might still be made, that’s what the training team will use to make sure folks across UVA get the right training to do their job, because our training is role-based.

The  FDM Frost means that schools and units can no longer submit NEW worktags so that the FST team can do the next stage of work within the Workday Financials tenant.  They can still refine their mapping until May 10, when the Freeze begins.

Read more about the Security Role Mapping Sprint

Read more about FDM Frost


Need some encouragement as FST enters the home stretch?

 Melody Bianchetto and Adam Daniel, the FST project’s co-sponsors, recently did an FST update to the Board of Visitors, and the BOV Finance committee burst out into applause.  BOV members were really impressed by everyone’s commitment to really transforming, and the desire we all have to help make UVA great and good.  If you’d like to see to this presentation and hear the board’s comments, click the link below.

Hear the BOV's comments



click image for a larger view

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Continuous Improvement Corner: Identifying Zoom meeting owners

Have you ever been in a Zoom call where there was confusion about who had permission to record, share their screen, and make other changes to the meeting? After two years of working from home, we’ve likely all experienced this at one point or another.

Angela Knobloch, FST Change Management Team Lead and Head of the Continuous Improvement Committee, uses an easy way to assuage this confusion. Her quick continuous improvement tip, described below, can be found in the invitation for the upcoming FST Friday meetings.

The body of the invitation email should include a list of the meeting owners (hosts) and the admin owner (person who created the Zoom meeting). That way, everyone knows who to contact with questions and who can help with technical and scheduling issues.

Adding this information might seem like a small change, but sometimes small changes can make a huge difference.
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What's Next for FST's Change Readiness Assessment?

Even though the fourth round of Change Readiness Assessment (CRA) is over, the FST Team is still tracking unit readiness.

At each combined Steering Committee and Advisory Group meeting between now and go-live, members of the Project Team will give updates on key readiness areas. Change Leaders will then have a chance to update their Readiness Dashboards during the meeting. Information gleaned from these dashboards will inform the Project Team’s future approach to communication, change management, and training.

More in-depth readiness tracking will come in May with the fifth and final round of CRA before go-live. The Change Management Team is still determining how to approach this upcoming round of CRA, keeping in mind that graduation activities make May a busy time for many units across the University.


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Wednesday, March 23, 2022

Adaptive Planning: A Preview of What's to Come

Even while in the midst of User Experience Review, the Adaptive Planning Team made time early in March to show users a preview of the functionality they could enjoy with Adaptive 3.0, the version of Workday's budgeting software that will integrate with Workday Financials when it goes live in July 2022. 


View the preview of Adaptive Planning 3.0 in the Online Community



As many will recall, the adoption of Adaptive Planning at UVA has been a many-step process, beginning with a pilot at three schools and moving through testing, emergency adoption during the pandemic, and most recently, end-to-end testing and UER of the latest version of the software.

So what's new in Adaptive Planning 3.0?

  • reference data from the HR side of the Workday platform to inform budgeting
  • the ability to balance transfers across UVA based on each area's input sheet
  • Multi-year Financial planning and model scenarios
  • Compensation input sheets 
  • Option of budgeting at the Month level
  • Option for collecting internal request information for compensation and non-compensation
  • and more!

Those involved in UER and viewing the preview also had the opportunity to see the new FDM functioning within Adaptive.  

There are some considerations UVA budget folks might want to keep in mind after Adaptive 3.0 goes live on July 1: 

  • You'll need to add the "Transfer To/From Cost Center" and ensure that all transfers in/out are budgeted if known
  • Updates to the budget will need to be made to reflect the new, more granular cost codes
  • You'll need to review the initial conversion of Employee to position and update your budget as necessary for the correct Workday positions by employee
  • You might need to update Function
  • If a One to Many relationship in the current state prevents you mapping to FDM prior to the Freeze, you'll need to update that after go-live
  • Units should maintain a list of changes since the submission of the original budget.  After stabilization post-go-live, adaptive will remain open with snapshots taken throughout the year; no changes made after a snapshot is taken will be included in that snapshot.  

The Adaptive Team and everyone who's been involved in the piloting, testing, and review processes are pretty excited about the functionality our new budgeting software provides already, and we're looking forward to sharing the "future state" version with you this July!





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Training Update: Methods and Foundations

 Contributed by Patty Marbury

This is your brain on WD training.
I've hopped on the blog several times now to talk about training and, more specifically, the ways in which it will be delivered (see this piece for my last update). As you know, training for Workday Financials will be available starting in May 2022, and continue up to and post-go-live.

We’ll be offering both Instructor-led and self-paced training. Any instructor-led training class that we offer will also be offered as a self-paced option so that we can accommodate different learning preferences and the hectic schedules of our stakeholders. To ensure that everyone has a basic understanding of our new chart of accounts before they learn about their role in Workday Financials, all training will require the completion of a prerequisite self-paced course – Introduction to the Workday Financials.

Here are the What, Who, and Hows of these two types of training: 

Instructor-Led Training (ILT)

  • What:  Virtual* sessions delivered by an instructor, including demos, hands-on practice, and supporting Quick Reference Guides
  • Who:  End users will attend training based on their assigned role(s)
  • How:  Instructor-led training will be available via Zoom, in person (by request), training materials such as QRGs and hands-on activities in the Workday tenant.  Enrollment in courses will be done through Workday Learning.
*In-person sessions may be offered upon request.  More information will be coming on these sessions.

Web-Based Training (WBT)

  • What:  Self-paced learning with supporting Quick Reference Guides
  • Who: Roles with a high volume of users, when training is not required, and when training may need to be available at the moment when a user is performing the task (i.e., Expense).
  • How:  Web-based training will be available through Workday learning with access to Quick 
    Reference Guides.

You’ll also be able to access help right at the point where you're working in the system through Workday Digital Assist (WDA). You can see how WDA works by checking it out in our Workday human resources system right now!

With the variety of training modalities plus the office hours we're planning after go-live and our Finance Solution Center, I think you'll find that you and your teams are very well supported as we move into the future state of finance at UVA. As always, let me know if you have questions or concerns!






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May 16 ETF Commitment/Spending Deadline

Contributed by Joyce Gredler

If you've been around UVA for any amount of time, you're aware that there's always a late spring rush to get ETF commitments and spending in under the wire.  Usually, we can some flexibility on the due date, but this year, due to the Workday Financials implementation, the deadline of May 16 is set in stone. 

Our ETF coordinators around Grounds get regular reminders from me on this subject, so if you've already taken the May 16 deadline into consideration and acted accordingly, thank you!  

If you still have ETF purchases in process, here's what to keep in mind: 

1.  For any new orders, be sure to secure a FIRM delivery/installation date that is before May 16. 

2.  If an order you've already placed on ETF hasn't arrived or won't be delivered before May 16, contact your ETF coordinator for further action.   

3.  Please check your open orders to ensure that you have a firm delivery date prior to May 16.  

We appreciate your effort on this.  If you have questions or concerns, reach out to your area ETF coordinator, or get in touch with me

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UVAFinance: Spring Fling planning details are coming together!

We are a month away from our in-person UVAFinance Spring
Fling gathering on April 27, 2022. 

Currently, our draft timeline for the day is as follows:



  • Early morning to late morning – All-Hands UVAFinance
    meetings at Newcomb Hall
  • 11:30 am to 1:00 pm – Lunch Social / 3 Food Trucks –
    Carruthers North Lower Parking lot
  • 2:00 pm to 3:00 pm – Department Meetings – Carruthers
    Meeting Rooms
  • 3:00 pm to 4:00 pm – UVAFinance Managers Monthly Meeting -
    Carruthers









Parking at Carruthers that day will be in the North Upper Lot
only with overflow at UHall. Remember, you will need to pay for parking if you
currently do not have a permit.



Parking at Newcomb will be provided and instructions to park will
be circulated soon. 

Can't wait to see everyone in April!

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UVAFinance: Spring Fling planning details are coming together!

We are a month away from our in-person UVAFinance Spring Fling gathering on April 27, 2022. 

Currently, our draft timeline for the day is as follows:

  • Early morning to late morning – All-Hands UVAFinance meetings at Newcomb Hall
  • 11:30 am to 1:00 pm – Lunch Social / 3 Food Trucks – Carruthers North Lower Parking lot
  • 2:00 pm to 3:00 pm – Department Meetings – Carruthers Meeting Rooms
  • 3:00 pm to 4:00 pm – UVAFinance Managers Monthly Meeting - Carruthers

Parking at Carruthers that day will be in the North Upper Lot only with overflow at UHall. Remember, you will need to pay for parking if you currently do not have a permit.

Parking at Newcomb will be provided and instructions to park will be circulated soon. 

Can't wait to see everyone in April!

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Update from the Finance Solution Center

Contributed by Joey Carls

The Finance Solution Center launched askfinance@virginia.edu on Monday, March 14. We are already seeing the benefits of a central point of contact for support requests and have responded to over 180 user requests for support. Over the past two weeks, we have seen a 14.5% increase in cases originating with the User Success Team, and that percentage will continue to grow as we refine and expand our catalog of services.

Over the next few weeks, you will begin hearing from a number of new user success agents when emailing askfinance@virginia.edu: Dawn Wood, Teri Bowen, Carrie Crosby, and Rasha Ahmad. We look forward to more robust introductions of each of them as the team becomes more established. This customer-oriented, enthusiastic team will no doubt serve as excellent ambassadors for UVAFinance. A special shout out to Anders Coe who has graciously supported our transition as we started the onboarding process for user success agents.

A priority as we move through the next few weeks will be the continued expansion and refinement of our tier 1 service catalog and consolidation of e-mail pathways for user support. By the end of next week, we will have reduced the number of inbound e-mail addresses for finance support by 10 which will greatly reduce confusion among users when seeking assistance. We look forward to working with our partners across UVAFinance to continue this great work and enhance the level of support received by our users across the University and externally.

We are excited about the work ahead of us and look forward to working closely with you!
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Tuesday, March 22, 2022

UVA Board of Visitors Praises FST Effort

Something rare happened after FST project Co-Sponsors Melody Bianchetto and Adam Daniel presented a project update to the Board of Visitors Finance Committee on March 4:  a spontaneous round of applause.

Board members were reacting to the truly transformational nature of the project, the team's efforts navigating complexities and risk, and the close collaboration between the project team and partners in schools and units. 

If you're reading this, you've likely been involved in the FST effort, and we invite you to spend some time with the video of the presentation and the Board's response, linked below.  Thank you for all you've done to get us this far, and remember that your efforts to make UVA great and good are not going unnoticed.

 



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Monday, March 21, 2022

SRN: Moving from Build Phase to Testing

 



It's time to start testing! Systems Remediation has just 5-6 weeks remaining for testing and that means all
systems should be scheduled for time to run the processes. For any unscheduled systems, please reach out to Scot Thornton at pne9nk@virginia.edu. To ensure proper testing and preparation, any system still in the Build Phase should be finalized as soon as possible. 

                                                                                                               

SRN By the Numbers

Green (on track): 7 of  9 systems
Remediation part of the FST project work:  20 of 25 systems
Amber (moderate risk): 1 system
Red (high risk): 0
Not yet started:  52 of 65 systems






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SRN: Moving from Build Phase to Testing

 



It's time to start testing! Systems Remediation has just 5-6 weeks remaining for testing and that means all systems should be scheduled for time to run the processes. For any unscheduled systems, please reach out to Scot Thornton at pne9nk@virginia.edu. To ensure proper testing and preparation, any system still in the Build Phase should be finalized as soon as possible. 

                                                                                                               

SRN By the Numbers

Green (on track): 7 of  9 systems
Remediation part of the FST project work:  20 of 25 systems
Amber (moderate risk): 1 system
Red (high risk): 0
Not yet started:  52 of 65 systems






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FDM Mapping enters time of Frost

As of March 17, the FDM Mapping process officially entered a slowed-down period known as frost.  During the time of frost, schools and units are no longer able to submit new worktags so that the next stages of work can be done by the FST Team.  

As the FST Team does its work getting the FDM ready in the Workday Financials tenant, schools and units can still review and refine their FDM mapping, making it as solid as possible before May 11, when a period of Freeze begins.

Reaching the frost phase of FDM mapping is a huge milestone as we prepare to go live with Workday Financials on July 1, 2022.  We appreciate everyone who has worked so hard on the new chart of accounts. 



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Security Role Mapping Sprint crosses the FInish Line

As of the end of last week, 37 security role-to-position mapping files from all UVA schools and units have been submitted.  This marks the end of the six-week Security to Role Mapping Sprint, but work continues on the FST Team side of things.  

The files will now be checked for any obvious errors and then loaded into the tenant for quick analysis using some of Workday Finance's delivered reports.  The team is also getting an audit tool ready to check the files for any issues with separation of duties so any critical risks can be addressed before go-live.

 Every week, multiple times per week, there were around 160 folks who joined in to ask questions, share ideas, and collaborate together to map their current positions to new Workday Finance Roles.  This work is so important to the development of our role-based training being offered this May.

Thank you to everyone who participated in this sprint! 




_____________________________________________________________

Read more on training here


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Friday, March 18, 2022

Cutover Planning: Getting ready to go live with Workday Financials


The process of switching the old system (Oracle) off and turning the new system (Workday Financials) on is called cutover.  It's a simple name for a very complex process that is not at all as easy as flipping a switch.  


There are frost and freeze dates within systems as transactions are moved from the old system to the new, which results in the need for much coordination, communication, and syncing of details.

The Cutover team has been working on a plan since December, meeting with process owners to understand all the factors they'll need to consider for cutover.  They've continued to revise the cutover plan from their ongoing work to arrive at a meaningful plan and timelines that can be shared with our partners across UVA.

As Cutover plans are firmed up and made ready to share, you can expect consistent updates on the process.  We'll share timelines, FAQs, and a variety of forums where you can get your questions answered.  

Cutover may be complicated, but it's a critical and exciting step in moving from our current state to the future state.  We look forward to moving through the experience with you!



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User Experience Reviews in Full Swing


The FST team has hosted almost 30 User Experience Review sessions and participants are getting more familiar with the upcoming transition to Workday Financials. The UER sessions are specific to processes such as creating and updating gifts, account certification, creating accounting journals and adjustments, and more.

Instructors host a virtual session in which users get familiar with a particular tenant and they can review scenarios with the instructor. The participants get time to work through their own scenarios with access to resources such as the UVA Business Terms site and quick reference guides. 

If participants run into issues or have questions, they can log in during office hours with the instructor to ask questions and get assistance. These guided experiences enable users to better understand how to prepare for the use of the system and share information with their departments or units. Participants also provide detailed feedback so FST is able to actively update the sessions going forward to better deliver the information and provide tailored assistance. 

UER participation is integral to the FST rollout of Workday Financials and the time put into these sessions is an investment in ensuring a smoother go-live and system use. The FST team is grateful to all 400+ participants and appreciates their thoughtful feedback and questions. 







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Share with your Networks

As we post new job opportunities, we'll be turning to you for some help. That's right - you! By sharing these opportunities on your personal LinkedIn page, you help demonstrate the culture of UVAFinance and grow our reach to attract the right candidates.

Currently, we are looking for a talented Payroll Analyst and we are just starting to gain some traction on LinkedIn. To broaden the scope, we invite you to share the position to help us get views across a variety of networks. To do this:
  • Just under the post, click “Share”
  • From there, you can add some text such as “UVAFinance has an exciting opportunity to join our team as either a Payroll Cost Allocation Analyst Sr or Payroll Cost Allocation Analyst. UVAFinance is a phenomenal place to lead, grow, and work in a welcoming and supportive environment where everyone feels empowered to be their authentic selves and share ideas. We embrace a commitment to diversity, equity, and inclusion and invite qualified applicants to apply and for anyone to share this opening with their networks.”


We are excited to see how your involvement helps impact recruitment. Thank you for your help! 




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Share with your Networks

As we post new job opportunities, we'll be turning to you for some help. That's right - you! By sharing these opportunities on your personal LinkedIn page, you help demonstrate the culture of UVAFinance and grow our reach to attract the right candidates.

Currently, we are looking for a talented Payroll Analyst and we are just starting to gain some traction on LinkedIn. To broaden the scope, we invite you to share the position to help us get views across a variety of networks. To do this:
  • Just under the post, click “Share”
  • From there, you can add some text such as “UVAFinance has an exciting opportunity to join our team as either a Payroll Cost Allocation Analyst Sr or Payroll Cost Allocation Analyst. UVAFinance is a phenomenal place to lead, grow, and work in a welcoming and supportive environment where everyone feels empowered to be their authentic selves and share ideas. We embrace a commitment to diversity, equity, and inclusion and invite qualified applicants to apply and for anyone to share this opening with their networks.”

We are excited to see how your involvement helps impact recruitment. Thank you for your help! 




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High Quality Workplace Conversations – The Power of Choice

Do you want to increase your ability to have high-quality conversations in the workplace? Do you often find yourself having conversations that seem to be lacking in collaboration, innovation, and creativity? If so, please join an interactive workshop to learn about how the science of collective intelligence and positivity can be applied to increase the quality of our workplace conversations for better organizational outcomes.

Ed Hess, Professor Emeritus, Darden School of Business (To learn more about Ed, visit his bio)
Mary Brackett, Senior Associate, Office of Organizational Excellence

When: April 6, 2022, 10:30 a.m. to 12:00 p.m.
Where: Harrison Library-Small Auditorium / In-Person


Sponsored by UVA Organizational Excellence.   Register here.
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Join us for FST Fridays in April!

 



Would you and your team members like a sneak peek into common Workday experiences? If so, then we hope you'll join us for FST Fridays in April!

The FST Change Team is happy to invite the UVA community to these Friday sessions to get an inside look at Workday Finance before training begins in May. These informal sessions will cover common business transactions related to the FDM, buying and paying, and expense reports (plus more!).

Take a look at our FST Fridays calendar and read more about the sessions on the UVAFinance website. No invitations will be sent; instead, links to join each session are posted on the website and we'll keep reminding folks to attend.

MORE INFO: Visit https://uvafinance.virginia.edu/finance-strategic-transformation/about and click "Join us for FST Fridays in April!"

We look forward to a big crowd at these sessions, so make plans to join us!
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Tuesday, March 15, 2022

FST 101: Seventeen and a half minutes to get you up to speed

 Are you or a colleague suffering from "too much regular work to do to focus on Finance Strategic Transformation?"

Have you not really engaged with any work on the Finance Strategic Transformation project yet, but know that you need to catch up before go-live?

Do you sometimes wonder if FST and Workday Financials are the same thing?

Do you worry you're behind on what's going on with FST and need to know how to get up to speed?


We have a resource that will help!  Check out this brief video that will walk you through the basics of Finance Strategic Transformation (what it is, what's happening now, where we're going, and where we've been) and the best ways for you to keep up to date on the areas that interest you most. 

This video is great for someone who hasn't been very involved with the project so far.  Feel free to share with anyone you think would find it helpful!



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Wednesday, March 9, 2022

Five Things to Know about FST: March 10, 2022

 


1.  Over 400 UVA folks are engaging in User Experience Review of both the Workday tenant and Adaptive Planning.  Their experiences will be used to refine training.  Want to read more?  Check out this Adaptive UER post or this Workday UER post

2. The Role Mapping Sprint reaches a big milepost on March 11, the date by which sprint participants will submit a draft of their role-to-position mapping from Oracle to Workday.  This information is key to building role-based training.  Want to read more?  Check out this post.  

3.  Training & Support will be widely available in a variety of different ways from both the FST Training Team and our new Finance Solution Center.  Training begins in May and the Finance Solution Center is soft-launching on March 14.  Want to read more?  Check out this post on training or this post on the Finance Solution Center. 

4.  The Reporting & Analytics Team is working to make sure users have the Workday reporting & analytics capability they need at go-live, including the needs they have incorporating HR and Student data.  Want to read more? Check out this article on the blog. 

5. Close measuring of organizational readiness is being done by our Change Partners, Steering Committee, and FST team.  Month-by-month, they are tracking progress on critical areas of readiness ahead of go-live on July 1, 2022.  Want to read more?  Check out this post.



Click the image to see a larger view

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FST Update: March 10, 2022

 


No time to read all the text?  Check out Five things to Know about FST
Or listen in to WFST, the FST Radio News Broadcast

User Experience Review

We are undergoing User Experience Review, or UER,  with both Workday Financials and Adaptive Planning, our budgeting software. Both the Workday tenant and the tenant of Adaptive 3.0, which is the version of Adaptive Planning that will integrate with Workday Financials, have gone through end to end testing and are on to User Experience Review.  

User Experience Review is not an additional phase of testing, where we test the processes and capture requirements. It’s not training, either. It’s just a chance for end-users to get exposure to the system and provide input into training materials. They’re using the Quick Reference Guides, or QRGs, developed by the training team, to work through scenarios in the tenant, and that helps the training team immensely.

Adaptive UER will run the whole month of March, while Workday UER sessions will continue through April. We’re really grateful to the over 400 people taking part!


Organizational Change Readiness

The Change Management side of the project team has assessed our stakeholders’ readiness and throughout the project with a series of Change Readiness Assessments, or CRAs, which many have taken part in. Readiness was recently assessed once more, only instead of surveys, the team worked closely with Change Leaders and Steering Committee Members across Grounds to assess critical areas of readiness, such as FDM mapping, getting their other systems ready to integrate with Workday instead of Oracle, process transformation, engagement with their stakeholders, and other important categories. They’ll continue assessing these areas on a month-by-month basis.

We’ll use the readiness information we’re gathering to make sure we’re properly engaging and preparing the people who are affected by the change.

More about Change Readiness Assessment #4

Training & Support

As you've likely already heard, training will become available in May and will be given in a variety of modalities.  We'll have instructor-led training, web-based training, quick reference guides, demos, and office hours.

As the training team is making plans to make sure everyone has access to the training they need to do their jobs and the information they’ll need while they’re working, UVAFinance is also setting up a Finance Solution Center to reduce confusion amongst our users in the schools and units and get their common questions answered quickly.  The Finance Solution Center is going through a soft launch starting March 14 – even though the team is still being assembled, we’ll be launching askfinance@virginia.edu as the first human point of contact to UVAFinance

Read more about the Finance Solution Center

Security Role-to-Position Mapping (Workflow Control & Approvals)

 Security Role-to-Position Mapping is continuing. March 11 is the date that schools and units need to submit their first draft of their mapping of Oracle roles to Workday Roles. Because our training will be role-based for Workday Financials, just like it was for Oracle. Because some roles have changed and processes have changed, we need the new mapping to be able to identify who needs what training within the system.

Reporting & Analytics

The Reporting and Analytics team is working hard to make sure users are equipped with what they need at go-live. That team has been working to accommodate both the reporting and analytics needed for the finance launch, but also making sure users will have what they need in terms of their broader needs, like Human Resources and Student data.


Business Terms Site

As UVA gets ready to do business in a new era, with all the insight that Workday Financials and Adaptive Planning provide, it’s important that we all remember that not only are processes and roles changing but also that the terms we use to refer to common business processes are changing, too.
Throughout the project, using resources like Workday Words, we’ve tried to highlight some of these term changes. At this stage in the process, however, we have a more fully-formed resource out there, the Business Terms Dictionary, which is now the source of truth for our business vocabulary at UVA.

Read more about the site's functionality.




Click the image for a larger view.

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A Message of Thanks to those involved with FST

 


It feels like as each week passes, the FST project team and our partners across Grounds see an increase in project complexity, in problems to be solved, and in deadlines to be met. You're under a tremendous amount of stress, you're still being patient with one another, helping out wherever you're needed, and generally functioning with an admirable level of dedication and determination.


The work you're doing will enable UVA to be truly great and good-- your work is the foundation upon. You likely hear the leadership team and functional leads thank you often in various forums, but you should also know that others are singing your praises and appreciating your efforts, including UVA's leadership. President Jim Ryan and EVP-COO JJ Davis recorded the video linked above and below to personally express their thanks for your extraordinary effort.



VIDEO LINK: https://drive.google.com/file/d/1nyXzetbVHi8VorYw2SgT07uNlzY_kcmn/view


Thank you again! We couldn't accomplish this transformation without each and every one of you.

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