Thursday, December 14, 2023

Reporting & Analytics Release Notes for December 14

December 14 Release Notes

Finance Reporting & Release Notes for December 14 have been posted to the UVAFinance website. This update includes significant new reports and modifications that have been released between October 5th and December 8th as well as known issues that we are investigating or working on currently.

  • NEW Award Authorized vs. Plan Amount - Check if the Award budget amount matches the authorized amount of the Award.
  • NEW Supplier Invoices with Cancelled Payments for OSP - a report of Supplier Invoices that have been reissued or have multiple settlements.
  • FDM Reference – Funds - Added the new Sponsored Programs Fund Hierarchy.
  • FDM Reference – Project - Added the “Project Budget Manager” and “Project Budget Specialist” fields to the report.
  • FDM Reference – Cost Center - Added the “Last Functionally Updated” field if you need to check when a cost center name or hierarchy may have been changed.
  • Grant Budget vs Actual - Added an “As of Budget Amendment Date” prompt so that reports can be run with the budget as it was at the same point in time and period used for Expenses. 
  • NEW Workday RAD for PIs - This new app is a streamlined version of the existing RAD app for use by PIs.  Upon login by the PI, the app will dynamically filter the data to only their Awards.  Be on the lookout for more info coming in January 2024.
  • Workday Account Certification Dashboard - Added a new Sheet to track the status of grant-related Account Certifications.
  • Workday FDM Reference -
  • Added the new Sponsored Programs Hierarchy on the Funds sheet
  • Removed Inactive worktags.  If you need to view inactive tags, use the FDM Reference reports in Workday.
  • Workday Journal Lines - The “Details” Sheet now requires you to select an MBU before the chart will display data.  This was done to improve performance.  You can select one or more MBUs, apply other filters, and select multiple periods as needed.
__________________________________________________________________________
See the full release notes online.

Workday

Workday enhancements include two new reports:

Plus, several new fields and prompts have been added to existing reports such as:

Be sure to read the full release notes for a more complete list of the enhancements.

UBI enhancements include one new app:

 There are a variety of other updates to existing apps including:


A friendly reminder that you always find this information and more reporting resources at:
Business Intelligence & Analytics | UVA Finance (virginia.edu)
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Giving Thanks for Our AP Temps

Thank you, AP temps!

You know what it's like:   you take PTO, knowing you'll have to wade through a pile of accumulated emails upon your return.  But this past Thanksgiving holiday, the accounts payable team (and our vendors) did not have to work through an avalanche of emails when they returned from break, thanks to our wonderful team of AP temps!
As many of our readers know, we've had a diligent team of temp workers helping with invoicing while the Procurement team searches for a permanent solution (see more on the Procurement Optimization effort on the blog).  Since their arrival, the temp team has kept up with the payables inbox, providing great service for our vendors and allowing the Procurement team time to focus on other pressing issues affecting both vendors and our UVA customers.   
The Temp Team went above and beyond while the University took Thanksgiving break.  The team divided and conquered to keep the payables inbox from getting backed up, while still taking time off for the holiday.  When everyone came back from break, they were shocked to find the inbox was at ZERO! 
We're so grateful to this team for their dedication!
The AP Temp Team consists of Brittany Ripple, Sarah Outten, Becky Clore, and Dani Kamb.

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2-Approver Expense Report Solution on the Horizon

The 2-Approver Solution is on the way!

We are pleased to share that in January 2024, we'll be able to roll out a process to ensure expense reports have two approvers.  
You may remember that the original process from earlier this year was rolled back due to the difficulties it imposed on a few of our cost centers across UVA.  Happily, the revised process will take into account those concerns; in fact, we're grateful to report that our dedicated team of folks who tested the new process are from those areas that experienced the most difficulty.  
We look forward to sharing the new process and our plan to support you.  Expect more detailed information when we are back from the holiday break.

Our testers included:

  • Linda Donohue (Advancement)
  • Lorrie Jean (A&S Dean's Office)
  • Terry Ludovissy (A&S Biology)
  • Judy Masi (A&S Blandy)
  • Daniel Gostin-Yong (A&S Dean's Office)
  • Justina Duncan (President's Office)
  • Andrus Ashoo (Provost's Office)
  • Lauren Rhodes (Provost's Office)
  • Cathy Froelich (SCPS)
  • Judy Grigg (School of Medicine)
  • Zach Cardella (School of Medicine)
  • Ben Baer (SEAS)
  • Unique Braxton (SEAS)
Thank you to the folks listed above for their partnership with us.  We appreciate the time you took to help us tailor the best solution possible!

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Wednesday, December 13, 2023

Introducing UVAFinance: Ben Tolson and Dawn Wood


Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team members to get to know. To understand how these colleagues are situated within the greater UVAFinance structure, check out this resource on the UVAFinance website. (Keep in mind that it's not an org chart, but rather a map of what functions of central finance exist in which general areas.)


Let's go!

_______________________________________________________

Ben Tolson, Business Systems Analyst

What do you do as a Business Systems Analyst? 

I think my boss Scott Adams, says it best:  our job is to help everyone else do their job better. Whether it's process improvement, helping build applications, improving Salesforce, etc. --- we're doing our best work when we're helping everyone else do their jobs more efficiently and with more needed information.

Who do you work with on a regular basis? 

The Business Services Team works closely with Andrew Sallans and the User Success Team, since we jointly manage Salesforce.  Andrew's goal is similar to ours:  delivering service across UVAFinance in a way that embodies our values.  Where the User Success Team is more externally focused, helping UVAFinance understand how we work with other areas, Business Systems is more internally focused, taking the information from Salesforce and asking how we can use that to work best with our stakeholders. 

What seasons are busiest, or what rhythms exist in your job? 

I've only been in this role for six months, so I'm not sure I have a grip on the yearly flow, but I think we're similar to the broader UVAFinance rhythms.  We make sure everything is in place to help with things other departments are undertaking,  like budget season, annual cardholder training, and so on.  We also have a pattern of reviewing the process once it's done, to see if there's anything we can improve. 

What might surprise people about the work you do?

One thing is that we touch more or less every department in UVAFinance.  Because of that, we need to be dilettantes and have a basic understanding of what every team does.  We have amazing people in UVAFinance who have an incredible depth of knowledge in their area but need to be able to speak their language and understand, at least a little, what their work is and how they function to best help them.  This lets us build the best processes for the work they do. Our knowledge of lots of different areas allows us to break down silos.

What do you like best about working in UVAFinance? 

I like being part of the connective node that helps highlight and create cross-functional opportunities -taking the great things one group is doing and using them to help another group.  You have to see things from a broad perspective and be able to draw connections, and that's something I really enjoy.

How do you connect your work with the UVAFinance values?

I try to embody them from the standpoint of excellent service and support and building strong relationships.  The project I worked on this fall is a great example of our values:  the Customer Portal for the Solution Center is an example of innovation to provide the best service, and it definitely involved building relationships with our stakeholders via focus groups.  I think you can connect anything you do with the values by approaching the work from a values-driven mindset.  It's not what you do, it's how you do it. 
_______________________________________________________

Dawn Wood, User Success Agent Associate

What do you do as a User Success Agent Associate? 

The User Success Team provides customer service to internal and external users about anything related to central finance, and also some random things.  In addition to finance questions, we also get calls from suppliers who need to know where to deliver orders, calls about prescriptions, and many other unrelated topics.  My colleague Moserah once said our team is kind of like the "sorting squirrels" in Willy Wonka, and that's true!  We're on the front lines of communication for everyone within Finance, so I'm a jack of all trades, a traffic cop, or whatever is needed. 

Who are the people you work with on a regular basis? 

We literally work with every department or unit you can think of!  Sometimes the phone calls we get are a result of people being unsure of who to go to and we have a central number listed.  We facilitate getting folks connected to the right people, even when it's in another area.  We also work with lots of internal departments to help them identify where business transactions are hung up, so we're connecting people with those who can help move it along.  We provide guidance to all users, sharing quick reference guides, training materials, and more.  When there's an opportunity to address a knowledge gap that our stakeholders have, I try to take that moment and provide helpful information to the best of my capabilities.  We try to solve their problem but also supply them with the tools to handle it if it comes up again.  And of course, we work closely with our colleagues on the Ask HR team all the time.

What seasons are busiest, or what rhythms exist in your job? 

We definitely see trends based on the rhythms of the academic community:  month end, the arrival of account certifications, tax season, etc.  As graduation approaches, we get questions about procedures and events.

What might surprise people about the work you do? 

We wear so many hats!  Also, I think it's remarkable that we built up the knowledge and tools we have in place from the ground up.  We were all brand new people who came in ready to pull knowledge as quickly as we could to help people with the transition to Workday Finance.  Now, we're going back and streamlining and updating our resources so we can be of even better help.  Now that we know all we know, we're in the phase of continuous improvement.  We have so much in terms of resources now, and I love knowing that I've been a part of the inception of what the User Success Team is and what it will become.  I'm proud to be a part of this team!

What do you like best about working in UVAFinance? 

I love working in Central Finance so much.  The longer I'm on this team and get to engage with the different departments and collaborate with others, I feel more connected to this group of people than I ever have in a work environment.  It's so warm and supportive here, and I feel like I could share any issues or concerns in front of our leadership.  It's also awesome to see my teammates move on to other roles and thrive and grow.  We've all come so far!

How do you connect your work with the UVAFinance values?  

The most important thing to me is based in integrity, and doing the right thing when nobody is looking.  Conducting myself with integrity and respecting others, are the values I hold close to my heart with every customer engagement I have. 
_____________________________________________________________________________


UVAFinance Mission & Values / UVAFinance Organizational Structure / Past Introductions can be found on our site under "Resource Shelf"

Would you like to be featured in Introducing UVAFinance? Want to suggest a colleague to be featured? Email bv8h@virginia.edu
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SWaMFest Success!


Procurement's Joel Krieder moderates a panel at SWaMFest 2024
Photo courtesy of Digital Image House

UVA was a major presence at this year's SWaMFest in Richmond, with 22 members of UVAFinance attending.  The yearly event, which is co-hosted by all VASCUPP members, drew over 700 attendees this year, with 120 vendors on site.  

In addition to networking, SWaMFest also offers small business owners a variety of professional development opportunities.  This year's keynote speaker was Devon Henry, the CEO and President of Team Henry Enterprises, along with director, writer, and activist Rain Pryor, daughter of comedian Richard Pryor.  Educational sessions included topics such as construction, IT, Supplier Diversity, Artificial Intelligence, RFPs and Cooperative contracts, social media, eVA software, and more.

SWaMFest will return to Richmond in 2024.

UVA has big plans for Supplier Diversity in 2024!  Read more on the blog.

________________________________________________________________________

SWaMFest in the news:  https://www.wtvr.com/news/local-news/swamfest-2023-main-street-station-richmond-virginia-november-2-2023

See pictures from SWaMFest: https://photos.digitalimagehouse.com/swamfest2023/keynotespeakersbreakoutsessions/

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Tuesday, December 12, 2023

Buy Office Supplies, Support Minority-Owned Small Business


A new punchout catalog with RGH Enterprises (RGH) will allow UVA schools and units another option when it comes to purchasing office supplies.
RGH, a minority-owned small business out of Baltimore, has a strategic alliance with Staples. This means buyers have access to the vast array of office supplies Staples offers, combined with local customer care and distribution provided by RGH.


RGH offers overall savings on supplies, quick and custom delivery, and support when you're in need of something that's hard to find. The punchout catalog will go live in Jaggaer on December 15.




Here’s the details:
  • When you first go into the RGH catalog, you will be asked for your delivery zip code. This helps ensure the inventory and expected delivery date information is as accurate as possible.
  • The pricing you see is your program’s price.
  • Each item will provide an expected date of delivery, often the next business day. Orders need to be submitted before 3 pm local time to meet the expected delivery date.
  • Once you have submitted an order it cannot be changed. Please return an unwanted item and reorder if applicable.
  • Delivery is free on supply orders with an order minimum of $25.
  • Search for items using the Products menu in the top left menu, or by keyword in the Search field. Filters are available to help you narrow options to find the item you need.
  • Create personal shopping lists to make ordering favorite items even easier.
  • You will receive email notifications as your order is received by RGH and processed.
  • RGH has a strategic alliance with Staples for distribution, delivery, and account support
See more details about working with RGH on our website.

UVA is proud that our contracted office supply companies make it easy for buyers on Grounds to support diverse firms, with RGH as a minority-owned business and the Supply Room as a woman-owned business. We look forward to providing more partnerships that suit University needs and support our local SWaM companies!
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What's Next for Supplier Diversity

Procurement's Supplier Diversity department is looking forward to the new year.  With new team members in place, and a strong commitment to increasing our engagement with local, small, woman-owned, and minority-owned businesses, we're primed for big things!

The University of Virginia already spends $44.7 million with local suppliers.  As a part of efforts tied to President Jim Ryan's local economy working group, however, we have committed to increasing the proportion of funds going to local businesses.  You can learn more about this working group on this UVA site. 

What else is upcoming? 

  • The return of the local/SWaM Supplier Expo
  • A refresh of the Supplier Training course
  • Expanded outreach to local business
  • A push to certify local and SWaM businesses we already work with
  • Provide local business data and searches to our schools and units (that's you!)
What's already happening that you can be involved with: 
  • Encourage local businesses to connect with UVA Procurement for direction to opportunities and resources via askfinance@virginia.edu
  • Share any groups or engagement opportunities related to local and SWaM businesses to Ajoni Wynn-Floyd in Supplier Diversity.

We're excited to share more with you in 2024!
______________________________________________________________
Want to know more about Supplier Diversity at UVA?  Check out Shannon Wampler's presentation and/or the slides she shared from the December 6 Fiscal Administrators Meeting.   Find both at this UVAFinance site (click on "Fiscal Administrators").


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New Split Screen Function in Workday Finance

The next time you're working with an invoice in Workday Finance, try out the new split screen feature Workday just released!    
If you'd like to see a demonstration of this feature, check out the recording from our December 6 Fiscal Administrators meeting (available at this link on our website under "Fiscal Administrators").  Donna Cruzado of the Workday Support Team walks us through it at about minute 22. 

Click on image for a larger view

You'll see an option in the upper right-hand corner that allows you to expand the view to show attachments. This way, you can view the Invoice information with the attachment, side by side.  If there are multiple attachments on the invoice, you can switch between viewing any of them.  

As of now, this feature is limited to use with supplier invoices and adjustments, but we're recommending to Workday that they consider implementing it with purchase orders and internal service delivery.  

TAKE A LOOK: 


Here's where you find the arrow that allows you to split your screen.






And here's what the screen looks like with both screens open, side by side. 

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Monday, December 11, 2023

T&E Card: Transferring Departments

When a T&E Cardholder transfers departments, they must complete the card transfer process for their new department. Here's what the process involves:

  • Canceling the current T&E card
  • Expensing all current T&E card Transactions
  • Applying for a new T&E card that reflects the new department’s information
  • Receiving a new T&E Card
The cardholder can bypass the T&E Card Training Requirement when applying for a new card if their training is already up to date. The complete instructions are found on the T&E Card’s Transfer Card page.


If you have transferred departments and are unsure if your card’s department information is current, please review the Active Cardholder Search to verify the department associated with your card. If your department information is not current, you must complete the Transfer Card process.
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Financial Planning & Analysis Welcomes Lorrie Jean


Lorrie Jean is new to the Office of Financial Planning & Analysis (as you read this, she's only been here a week or so). Still, she's quite experienced when it comes to UVA, having served in various roles in Arts & Sciences for almost 23 years before joining UVAFinance. 

As a Finance Manager in OFP&A,  Jean has already jumped into several projects, assisting with FY23 fund mismatches and fund balance cleanup.  She says she was drawn to the role for its growth opportunities and is looking forward to building on the perspective she has from being in a school and using her experience to help others. 

"Working in a school before I moved to central finance helps me think globally," she says.  

Jean credits her longevity at UVA to its mission.  "UVA's mission of education, healthcare, and research makes our work exciting, and keeps your brain moving," she says, adding that "you're part of something important."

When she's not focused on finance, Jean enjoys traveling.  She just returned from South America, where she happened to catch The Cure in concert three times (in Peru, Uruguay, and Chile).  When she returns from her adventures, her toy poodle, Tib, is there to greet her. 


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Thursday, December 7, 2023

Treasury Welcomes Tracy Marcotte

The Marcotte Family (that's Tracy on the far left)

UVAFinance's Treasury team recently welcomed Tracy Marcotte as their newest Senior Treasury Analyst.  This is Marcotte's second position at UVA, as she comes to us from Facilities Management, where she was a Budget Analyst for Project Services. 

Marcotte brings a wealth of experience in data analysis.  As a "numbers and spreadsheets" kind of person, she says her 20-year career in finance began when she was in the army and progressed to positions in private companies and higher education.  

Marcotte says she looks forward to learning more about the challenges and complexities of her new position.  

"I'm very excited about working in Treasury and continuing my growth at UVA," she says.  "I want to be able to provide our customers an understanding of data that is useful, actionable, and easy to understand."

When she's not knee-deep in data, Marcotte enjoys hiking and exploring the outdoors.  She and her husband have three grown children:  a daughter who works at UVA Pharmacy and twin sons who are away at college.  

Marcotte and her husband are frequent travelers, (Germany Ireland, Spain, and Portugal, just to name a few), and she enjoys preparing the new foods she's tried while traveling once she is back home.  "I had the best chicken vindaloo ever in Toronto and I've been trying to recreate it ever since," she laughs.

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Prioritize Your Professional Development

Contributed by Patty Marbury

  • All staff have access to centrally funded Education Benefit funds. Up to $2,000 may be used for professional development. The last day to submit an education benefit request in Workday for the 2023 calendar year is December 15, 2023, even if the program will not be completed until 2024, and if the start date is not more than 90 days from the date the request is submitted. See https://hr.virginia.edu/career-development/education-benefits-1 for more information.
If you have any questions about professional development or the process to plan for it, please reach out to me at pam5w@virginia.edu.   

With the never-ending tasks and deadlines facing most of us, it can be easy to forget about our own professional development.  Today I want to remind you to take a moment and consider the courses, conferences, and other programs available to help you develop your skills and enhance your career.

Here are a few things to keep in mind as you make a professional development plan: 

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Monday, December 4, 2023

Wellness Resources: December 2023

When You Need a Peaceful Moment
Additional Well-Being Resources

This series of brief videos developed by FEAP aims to help you catch your breath and reset your nervous system.

Explore the exercises.

Managing Social Anxiety

In this webinar recording hosted by UVA's Bethany Teachman, you will learn strategies to manage social anxiety. View the recorded webinar.


Did you know that studies show that with consistent practice, cultivating joy reduces stress, helps us sleep better, increases our energy levels, and even enhances immune system function? Start cultivating joy in your life and experience greater happiness through practicing mindfulness.

Sign up for eM Life (free), a live, virtual mindfulness solution provided by Hoos Well. Then check out the brief practice Grateful & Happy or the on-demand program 7 Days of Harmonious Holidays.
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Reminders Before Holiday Break

Don't forget!

We hope you're getting ready to enjoy a break for the Winter Holidays.  Before you set that out-of-office message, here are two quick reminders: 

  • If you're taking extended time off as the holiday approaches, remember to delegate your Workday duties as appropriate.  Many people add PTO days to the holiday time UVA grants (and we love to see it!).  You can ensure your area's business processes don't stall while you're out by temporarily electing a delegate in the system.  (More information about delegation on the UVAFinance website.)
  • This January, a new penalty goes into effect for T&E Cards with transactions aged 90 days or older.  Avoid having your card canceled:  expense those older T&E card transactions if you have them!  (Read more about this on the blog.)
We wish you a happy holiday season!


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Tuesday, November 28, 2023

From Organizational Excellence: Learning from Failure

Fail up!

Learning from Failure
Sponsored by UVA Organizational Excellence


An interactive session focused on communicating the art of learning from failure. Individuals will learn how to view setbacks as opportunities for growth, which will instill resilience and a growth mindset. Additionally, individuals will be guided in self-reflection and be provided tools for informed decision-making, enabling them to become not only successful individuals but also failure-tolerant leaders.

Presenters: Jeffrey Lovelace, Associate Professor of Commerce, McIntire School of Commerce
When: January 17, 2024, 11:00 a.m. to 12:00 p.m.
Details: Holloway Hall - Room 116, Bavaro Hall (In-Person)

Register Now
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UVAFinance Welcomes Olga N. Weider as Associate Vice President of Operations/University Controller


Olga N. Weider will join UVA as the new Associate Vice President of Operations and University Controller on January 22. 


Executive Vice President and Chief of Operations J.J. Wagner Davis expressed her enthusiasm for the choice of Weider, saying “I am thrilled Olga is joining our wonderful UVAFinance team and could not be happier with the selection,” Davis said. “She brings a strong foundation of financial leadership and a deep understanding of the complexities of higher education finance. I look forward to seeing her thrive with the team.” 

Weider joins UVAFinance with a wealth of experience and a proven track record in financial management, having served as Assistant Vice President/University Controller at the University of Florida in Gainesville.  She brings an extensive career in financial management as well as expertise in continuous improvement and building strong teams. She holds a Master of Business Administration from Louisiana State University and a Bachelor of Accounting from the University of South Florida.   

“I am excited to be a part of the University of Virginia Finance team,” said Weider.  “Together we will make a long-lasting impact in support of the University community.” 

As AVP of Operations, Weider will be responsible for overseeing and optimizing the operational functions within UVAFinance, leading those teams in their pursuit of efficiency and excellence so important in these key areas that serve the University’s mission.   

“Olga’s strategic mindset and commitment to best practices make her an excellent fit for UVAFinance, and I'm extremely excited to have her join the team!” said Augie Maurelli, Vice President for Finance and Chief Financial Officer.


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Monday, November 27, 2023

3% Maximum Merchant Credit Card Surcharge Allowed

Be aware of the guidelines.


Effective April 15, 2023, Visa reduced the permissible merchant surcharge to the lower of: (a) the actual rate charged to the merchant by Visa, or (b) 3%.


If you receive a bill from a vendor asking for more than a 3% merchant surcharge, please email the vendor name, contact information, and invoice (if available) to card@virginia.edu.

This information is also available on the Bank of America Resource page.
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Friday, November 17, 2023

Introducing Finance: Bess Landolt and Chris Peper




A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.
Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team members to get to know. To understand how these colleagues are situated within the greater UVAFinance structure, check out this resource on the UVAFinance website. (Keep in mind that it's not an org chart, but rather a map of what functions of central finance exist in which general areas.)


Let's go!

_______________________________________________________

Bess Landolt, Solution Center Payroll Specialist

What do you do as a Solution Center Payroll Specialist?

I review inquiries that come to Payroll for issues that need to be resolved, and then I collaborate with other departments or others in Payroll to ensure that we take care of the concern as efficiently and quickly as possible. Though many inquiries begin with us, it “takes a village” to make sure all pieces of an employee record are in place for proper payment.

Who do you work with on a regular basis?

The Payroll team has a lot of cross-over with HR, including the Compensation team, Benefits team, and the Talent Support group. We also work directly with employees or departments to guide them in the needed steps to resolve a problem or to connect them with those who can best assist them

What seasons are busiest, or what rhythms exist in your job?

Every week, there is at least one pay group that is being paid, so there is no real slowdown for the Payroll team. Some weeks, we have as many as 4 payrolls in progress, plus additional off-cycle payments for special cases. The start of the semester can be a bit busier than usual with newly hired employees coming aboard, but the weeks fly by each year because we are busy every week.

What might surprise people about the work you do?

People might be surprised that we have a relatively small team, but we process thousands of payments for over two billion dollars annually. We merged 3 payroll groups when transitioning to the Workday payroll platform (the Medical Center’s payroll team, the Academic payroll team, and the University Physician’s group payroll team.) Though we have some presence in the office each week, we have largely been a remote operation since 2020.

What do you like best about working in UVAFinance?

UVA Finance has a wonderful group of people working in it. Everyone is kind, supportive, and helpful. I appreciate our focus on being collaborative partners and our recent work using the DISC analysis tool to help us all understand our own and others’ communication styles. 

How do you connect your work with the UVAFinance values?

These efforts to build a better understanding of our teammates and be collaborative both within Finance and outside of our own department help us to better serve the finance needs of the University.
_______________________________________________

Chris Peper, Director of Budgets and Planning

What do you do as the Director of Budgets and Planning?

I always feel like this is both the easiest and hardest question to answer. In short, as the Director, of Budgets & Planning OFP&A, I help folks with their budget planning and execution. More specifically, I collaborate with units across the Academic Division to assemble the institution-wide budget and multi-year financial plan from the unit level up to the larger institutional perspective. I also help initiate OFP&A’s change efforts in budgeting and planning in partnership with the Academic Division units, working with them to improve the overall quality of the annual budgets and multi-year financial plans, improve the quality of the budget conversations with leadership, and reduce duplication and waste in OFP&A and unit processes.

In executing that role, I engage with internal and external stakeholders to provide objective, accurate, and timely information, analyses, and decision-support tools while ensuring a high degree of transparency, collaboration, and compliance.

If that sounds a lot like a job description, you’re not wrong.

Who do you work with on a regular basis?

Within UVA Finance, OFP&A engages regularly with the Business Intelligence, Financial Accounting & Reporting, and Treasury teams. The Workday FDM is much more apparent than the Oracle GL/GA accounting system we converted from, so routine collaboration with these teams has been essential to enhance understanding of the financial data and help units solve issues and answer questions associated with the conversion. Working closely with these teams has also helped OFP&A (and vice versa) develop our understanding of university accounting and state financial reporting requirements, and the interface of that information with budget and planning and managerial reporting.

Additionally, each member of the OFP&A team has their respective unit budget assignments and Reshma Gali (OFPA Budget Analyst) and I partner to work with several schools (Arts and Sciences, Education, & Data Sciences), the Provost’s Office and its reporting units, including the Vice President for Research, and the Miller Center.
 
What seasons are busiest, or what rhythms exist in your job?

Honestly, it’s been busy all year round since the Workday conversion and update to Adaptive Insight 3.0, but typically, OFP&A is busiest during the annual budget process, which is from late August through early June. The budget process ramps up as we approach the unit submission deadline (1st week of February) and continues with budget analysis and unit budget meetings until the budget is formally approved by the BOV in early June.
 
What might surprise people about the work you do?

What surprises me (and probably most UVA finance professionals) is how we’ve all incorporated words like “debit” and “credit” into our daily vernacular since conversion to Workday. That said, I really do like the new system. For sure it’s been a big adjustment, but that’s true of any ERP conversion. But I really like the transparency of the new FDM and the transactional efficiencies in Workday. Without question, I have gained a deeper understanding of university fund accounting, and the flow of funds within the University. Much of that is also due to coming from a school finance position into a central role, but the new system has helped expand my knowledge considerably.
 
What do you like best about working in UVAFinance?

I really like my OFP&A team. It’s a solid collection of personalities, interests, and skills and we complement each other’s abilities well. Consistent collaboration with the other UVA Finance areas and units in the field is also a bonus of my role. All these interactions contribute to ideals that are important to me in the workplace: collaboration, problem-solving, identifying & implementing efficiencies, learning, continuous improvement, and service. Combining all that with being able to work with a strong finance leadership team and daily interaction with a variety of different business models within the university (auxiliaries, schools, research institutes, administrative units) is why I like my job. 

How do you connect your work with the UVAFinance values?

At the core, I want to ensure that I exhibit qualities that demonstrate I’m a genuine, valued, and trusted partner within the university finance community. A bit of great and good if you will.
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UVAFinance Mission & Values / UVAFinance Organizational Structure / Past Introductions can be found on our site under "Resource Shelf"

Would you like to be featured in Introducing UVAFinance? Want to suggest a colleague to be featured? Email bv8h@virginia.edu



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Wednesday, November 15, 2023

Wellness Resources: November 2023

TROUBLE SLEEPING?
Attend the Establish Healthy Sleep Habits webinar to help you achieve restful sleep by leveraging resources through the Virgin Pulse Sleep Guide. Proper sleep can help you improve your health, perform your best, and derive greater enjoyment from your waking hours.


Date: Nov 7, 2023 at 12 PM

The Sleep Guide is accessed through the Hoos Well Portal. Click this link to learn more about the portal and set up an account.

FREE GROUP EXERCISE CLASSES

Join a free in-person (or virtual) drop-in class, including Body Pump, Yoga, Strength Training, and more. Hoos Well offers the classes in partnership with Virginia Recreation (UVA Rec).

Spouses enrolled in a UVA Health Plan may also participate.

Click HERE for more information. Click HERE to view the drop-in class schedule.


HEALTHY THANKSGIVING RECIPES

Thanksgiving is a time to celebrate and express gratitude with family and friends around the dinner table. While most of us will often eat more than we usually do, it doesn’t mean our choices can’t taste good and be healthy at the same time. Try one or more of these more healthy Thanksgiving recipes to serve at your dinner table this Thanksgiving.

NEW CLASS FROM FEAP! STRENGTHS & SABOTEURS:Unlock New Levels of Productivity and Fulfillment

Join FEAP's 4-week course to uncover and harness your unique strengths, silence inner saboteurs, and navigate challenges with confidence. Shift focus towards your natural talents for increased productivity and fulfillment. Don't miss out! Sign up today with Mary Sherman and Beth Frackleton. Register today!
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Anjali Karnik Joins Payroll Team

Anjali by the bay

UVAFinance's Payroll Services Team welcomed new Payroll Specialist Anjali Karnik this October.  Karnik came to UVA most recently from a stint assisting the payroll team at Meta.  She brings a wealth of experience in accounting, banking, and payroll.

Coming from a family of financial professionals, Karnik knew she wanted a career working with numbers early on.  Her eventual choice to focus on payroll stems from how closely it's tied to the workforce: "Payroll connects Finance and Human Resources," she comments, adding that it's that balance she particularly enjoys.

Although she finds her software knowledge and skillset have easily transferred from private industry to higher education, she has noted the fast-paced nature of UVA's payroll department.  "There are so many types of payroll we run here!" she says.

Karnik enjoys going on adventures such as hiking and camping with her two daughters: Arya, 14, and Anika, 9.  She also likes listening to music and cooking, and has recently begun experimenting with Mediterranean recipes.   She lives in Freemont, in the San Fransico Bay area, and recommends you check out the restaurant Amber-India for great Indian American cuisine, the next time you're in town.


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Tuesday, November 14, 2023

Payroll Welcomes Gregory Overton

The Overtons



UVAFinance's Payroll Services Team welcomed Gregory Overton to the team as a Senior Payroll Specialist this past October.  Overton, who hails from Baltimore, has come to the team most recently from Johns Hopkins University.  Before that, he was with ADP for nearly 12 years. 
Overton was drawn to working at UVA because of the opportunity to grow with the organization.  As he points out, "longevity is my thing" when it comes to career choices.  He joined ADP at 20 and worked up from the warehouse to be a client services representative and then a payroll professional.  
"Once I fell into payroll, I loved it," Overton explains.  Beyond his enjoyment of analyzing numbers, he also found that solving customer problems was satisfying for him.  
In addition to being a numbers devotee, Overton is also a self-proclaimed sports junkie.  He and his wife Erinne have two children:  Gregory Jr., 7, and Emery, 3.  When he's not catching up with his favorite teams, he also enjoys collecting rare vinyls.  
As a long-time Baltimorian,  he advises that the next time you visit the city, you check out Harbor East, just a few blocks down from the Inner Harbor site.  

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Monday, November 13, 2023

2024 Fiscal Administrator's Meeting Dates

Contributed by Stacey Rittenhouse

Below is the schedule for the 2024 Fiscal Administrators meetings. The Zoom link is included below that will work for each meeting. The link and agenda will be sent before each meeting. All meetings are scheduled for 10:00AM.


Mark your calendar so you won't miss it!
  • January – No meeting
  • February 7
  • March 6
  • April 3
  • May 1
  • June 5
  • July – No meeting
  • August 7
  • September 4
  • October 2
  • November 6
  • December 4
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Reminder Regarding Holiday Gifts

Contributed by Mark Cartwright

As we approach the festive season in many parts of the world, it is natural for gifts and other business courtesies to be offered by our vendors. While we are grateful for these business partnerships and appreciate the opportunity to celebrate this season by showing our mutual respect and esteem, it is important that we avoid situations where it could even appear that we are showing favoritism, requesting or accepting any kind of improper advantage, or otherwise engaging in conduct that is inconsistent with our values. 

To that end, we want to take this opportunity to remind you of the guidelines set out in UVA’s policy addressing the acceptance of gifts and special benefits from vendors. 

Here are a few key principles: 
  • University employees can only accept gifts or benefits on behalf of the University, not personally.
  • Acceptable gifts, or benefits, should be of nominal value. Examples include perishable or consumable gifts (think flowers, Christmas cookies, baked goods, and so on!) that can be shared within a department or group. 
  • Other examples include items of acceptable, nominal value gifts include those bearing advertising, such as magnets, calendars, or note pads. 
  • Meals or beverages from vendors when offered to a large group of people at a trade show, exhibit or other professional meeting are also acceptable. 
  • Employees should not accept cash or cash equivalents such as gift cards. 
  • Trips and travel expenses, whether offered as reimbursement or as gifts, should not be accepted. 
Of course, we cannot cover every situation in an email, so we encourage you to read our gift policy, available at https://uvapolicy.virginia.edu/policy/FIN-019, for more guidance. Please keep in mind that the University’s policy is intended only to protect you and UVA.

Acceptance of gifts or other special benefits from vendors can give the appearance of impropriety and compromise the University’s integrity and image. In certain circumstances, individual employees could even be held personally liable, all of which we want to avoid. 

If you have questions or concerns, please feel free to reach out to me. Thank you again for your continued partnership and enjoy the season!
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Tis the Season to Be Out of Office: Don't forget to Delegate!



The winter holiday season is almost upon us!  
If you're planning on taking more days off in addition to UVA holidays during November and/or December, don't forget to delegate!  
The Workday Delegation feature allows temporary re-assignment of tasks so your business processes don't stall.
Refresh yourself on the details of delegation on the UVAFinance website.


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Split Transaction Awareness: T&E Card Limits and Compliance

Purchases should not be "split" into multiple payments to circumvent the T&E Card’s spending limit or requirements to seek competition. 

Cardholders can submit a Card Change Request Form any time to request a higher spending limit as needed. Requests will first be reviewed by the cardholder’s supervisor and then be processed within one business day.
The T&E Card’s spending limits can be viewed on the Active Cardholder Search. The card’s spending limits are displayed in the format of Per Transaction Limit/Monthly Limit (e.g. 10,000/25,000).


The Change Card Limit page provides further information regarding the card’s spending limit and limit increase requests.

Split transactions are reviewed regularly and will result in a card violation if it is determined that the cardholder intentionally circumvented their card’s spending limit.  Please let us know if you have questions or concerns; the T&E Team is happy to help you!
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Holiday Lunch & Learn from UVA Sustainability


Are you a purchaser or event planner at UVA? 

Join UVA Sustainability on December 6th for a special Holiday Lunch & Learn about sustainable gifting and event planning on Grounds (and at home)! 

Registration is required by November 30.

Green Holiday Gifts and Events Lunch & Learn:  Read more and register.
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Also from UVA Sustainability:  Top Things You Never Have to Buy at UVA
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Top Things You Never Have to Buy at UVA

Contributed by UVA Sustainability

You can be green and save money at the same time by checking out the Reuse Store or the ROSE Store's offerings the next time you're shopping for office items.  

Here are the top things you can get FREE from these stores' inventory:

  • Office chairs
  • Filing cabinets
  • Bookshelves
  • Computer Monitors
  • Binders
  • Desk organizers
  • Pens

Sound interesting?  Check out UVA Sustainability's post on their blog for more information.

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Also from UVA Sustainability:  Holiday Lunch & Learn on Green Giving & Events!

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Wednesday, November 8, 2023

Introducing UVAFinance: Linda Estepp and Jack Jensen



A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.


Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team members to get to know. To understand how these colleagues are situated within the greater UVAFinance structure, check out this resource on the UVAFinance website. (Keep in mind that it's not an org chart, but rather a map of what functions of central finance exist in which general areas.)

Let's go!

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Linda Estepp, Local Support Partner

What do you do as a Local Support Partner?

Local Support Partners, or LSPs, are part of a partnership with all schools and units and ITS; we're registered with ITS as a person providing technological support for an internal department.  We're the first line of support when something goes wrong with your laptop, printer, the conference room technology, etc.  We also provide guidance on what technology is available to assist with their specific needs. 

Who do you work with on a regular basis? 

I work with all finance departments, plus Student Financial Services (SFS), the University Registrar (UREG), and Information Security.  And of course, I work with my teammates Mike Hayton and Micah Boothe. 

What seasons are busiest, or what rhythms exist in your job?  

Our time is regulated by our customers' needs, so day to day, it varies.  We are busy at the end of the fiscal year, and busy during registration because we support SFS and UREG.  It's been interesting how the hybrid work environment has impacted us:  people aren't always in set spaces, sometimes they are only in the office for a short while and need something looked at.  It has changed the dynamic somewhat.

What might surprise people about the work you do? 

One thing that might surprise people is that not all technical support people at the University are LSPs.  Another interesting fact is that we onboard an average of five new users per month.

What do you like best about working in UVAFinance? 

I used to support just Procurement, all by myself.  Now that I work for UVAFinance as a whole, I get to work with other LSPs and that has helped me as a professional.  I have colleagues who do the same work as me to consult with and troubleshoot with.  

How do you connect your work with the UVAFinance values? 

Our team really does try to provide excellent service and support, and through our work, we want to be a trusted partner for our UVAFinance teammates. 

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Jack Jensen, Training & Development Specialist

What do you do as a Training & Development Specialist?

My job primarily involves developing training classes and training materials, which include Quick Reference Guides (QRGs) and Frequently Asked Questions (FAQs). My areas of responsibility include departmental training for Procurement and Accounts Payable functionality, and the finance side of the Payroll functionality, which is mainly Costing Allocations and Payroll Accounting Adjustments. I have been heavily involved in the development and delivery of the Lean training classes. I also serve as a departmental problem-solving contact in these areas.

Who do you work with on a regular basis? 

In my training development role, I work closely with our other trainers and functional Subject Matter Experts to make sure we are providing consistent, accurate, and thorough training materials. I also work closely with departmental finance professionals to provide them with the information and training that they need, and to help them resolve problems that they encounter in their daily work.

What seasons are busiest, or what rhythms exist in your job? 

I wouldn’t say that we really have a busy season. Obviously, we were extremely busy during the Workday development and implementation process. That has slowed down considerably as everyone is getting used to the nuances of Workday. We are now beginning to focus more on other training initiatives, such as starting up the Lean training again.  

What might surprise people about the work you do?

A good portion of my daily work is working 1:1 with departmental finance professionals to answer questions that they may have and help them solve problems that they encounter. I have an hour blocked off in my schedule four days a week for 1:1 time with departments.

What do you like best about working in UVAFinance?

Without question, it’s the people. I have been blessed with some incredible colleagues and a wonderful director in our training department. I couldn’t ask for a better team. Everyone in central finance has been so helpful and nice to work with. While I really enjoy training development, the part of my job that I enjoy the most is the 1:1 problem-solving with departments. I have developed some strong working relationships with a number of people in departments across grounds and enjoy my small part in helping them do their jobs well.

How do you connect your work with the UVAFinance values?  

The UVAFinance Values are at the heart of what we do in the training department. Values of continuous improvement, service excellence, collaboration, and delivery of accurate, consistent, and reliable information are who we are and what we strive for.

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UVAFinance Mission & Values UVAFinance Organizational Structure Past Introductions can be found on our site under "Resource Shelf"

Would you like to be featured in Introducing UVAFinance? Want to suggest a colleague to be featured? Email bv8h@virginia.edu




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