UA Division of Agriculture Introduction to Key Workday

UA Division of Agriculture Introduction to Key Workday Concepts & Terms Including a “Deeper Dive” into FDM & Supervisory Organizations (especially as they relate to AES) November 20, 2019 By Patty Siebenmorgen

Key Concepts & Terms

Key Concepts Ø Legacy System = BASIS (or Banner) Ø Current State = How we currently do business as individual campuses (using our Legacy System(s)) – AES is currently part of UAF campus for business purposes Ø Future State = How we will do business as a System (using Workday)

Key Workday Terms § Foundation Data Model (FDM) § Chart of Accounts (basically our CCNs, BUs, and Account numbers) § Company § Individual Campus (we will be UADA, others are UAF, UALR, UAMS, etc. ) § Cost Center § Department or Budgetary Unit § Work Tag § A categorization/dimension added to a transaction to support reporting (similar to a #hashtag) (examples are Company and Cost Center)

Key Workday Terms (ctd) § Worker § Any individual who is “in” Workday (has a Workday account for some business purpose) -- whether paid or unpaid § Contingent Worker § A worker who is unpaid in Workday (like our Affiliates) § Manager § Anyone who supervises one or more direct reports (workers). Every worker must have a manager. § Supervisory Organization § Organizational chart specifically tied to our managerial structure. It places employees into a hierarchy that provides structure for employee management. It is used, among other things, to assign security roles, and transaction routing.

Foundation Data Model (FDM)

Common Worktag Dimensions Company Site (CS) Cost Center (CC) Fund (FD) NACUBO Function (FN) REEport Project Program (PG) Designated (DS) Project (PR) Gift (GF) Grant (GR)

Sample Worktag Values • Company • UADA • UAF • UAMS • Site • AES • CES • NACUBO Function • Land Grant Research (REEport) • Instructional • Public Service • REEport Project • 0100 • 2469 • Cost Center • UADA|AES|ANSC|Animal Science • UADA|CES|ANSC|Animal Science • UAF|TANS|Animal Science • Fund • Unrestricted |General Unrestricted • Restricted|Federal Grants and Contracts • Restricted|Private Gifts, Scholarships and Other

Worktag Crosswalk Examples § Program (0103, 0113, 0323, 0333, 0343, 0383 -ABI) § Departmental § Faculty/Admin § Graduate Assistants § Tobacco (ABI) § Designated (0143) § Reserve § RIF § Vehicle Revolving § Service Centers § Internal Grants § Project (0143, 0703, 0803) § Start Up Funds § Plant Funds

Worktag Crosswalk Examples (ctd) § Gift (0383 -non ABI, 0393) § Direct Gifts § ADC Linked Cost Centers § Grant (0133, 0403) § Cost Share § Sponsored Research Grants

Translations from BASIS To Workday

0103 11040 24 2469 State BAEG § Company § UADA § Site § CS 027 AES § Cost Center § CC 012385 UADA|AES|BAEG|Biological and Agricultural Engineering § Fund § FD 101 Unrestricted|General Unrestricted § NACUBO Function § FN 0280 Land Grant Research (REEport) § REEport Project § 2469 § Program § PG 000335 UADA|AES|BAEG|State M&O

0103 11049 24 2469 BAEG Faculty/Admn § Company § UADA § Site § CS 027 AES § Cost Center § CC 012385 UADA|AES|BAEG|Biological and Agricultural Engineering § Fund § FD 101 Unrestricted|General Unrestricted § NACUBO Function § FN 0280 Land Grant Research (REEport) § REEport Project § 2469 § Program § PG 000346 UADA|AES|BAEG|State Faculty/Admn

0143 11040 25 2469 BAEG RIF § Company § UADA § Site § CS 027 AES § Cost Center § CC 012385 UADA|AES|BAEG|Biological and Agricultural Engineering § Fund § FD 103 Unrestricted|Designated § NACUBO Function § FN 0220 Individual and Project Research § REEport Project § 2469 § Designated § DS 02438 UADA|AES|BAEG|RIF

0143 29019 24 2510 ANSC Start up/Zhao § Company § UADA § Site § CS 027 AES § Cost Center § CC 012393 UADA|AES|ANSC|Animal Science § Fund § FD 103 Unrestricted|Designated § NACUBO Function § FN 0280 Land Grant Research (REEport) § REEport Project § 2510 § Project § PR 00942 UADA|AES|ANSC|Start up/Zhao

0403 05690 24 2609 US/USDA/ARS/58 -5030 -6 -076/SHI § Company § UADA § Site § CS 027 AES § Cost Center § CC 012391 UADA|AES|HORT|Horticulture § Fund § FD 201 Restricted|Federal Grants and Contracts § NACUBO Function § FN 0280 Land Grant Research (REEport) § REEport Project § 2609 § Grant § GR 004293 US/USDA/ARS/58 -5030 -6 -076/SHI

0133 05690 23 2609 US/USDA/ARS/C/S/58 -5030 -6 -076/SHI § Company § UADA § Site § CS 027 AES § Cost Center § CC 012391 UADA|AES|HORT|Horticulture § Fund § FD 128 Unrestricted|Cost Share § NACUBO Function § FN 0220 Individual and Project Research § REEport Project § 2609 § Grant § GR 003232 US/USDA/ARS/C/S/58 -5030 -6 -076/SHI

Supervisory Organization (Sup Org) Demonstration

Questions? ?