The presenter led the meeting, introducing the purpose of the webinar series focusing on various workday-related topics. Emphasizing community-building, they introduced a new ticketing system called Team Dynamics for report assistance requests. They outlined the agenda covering Workday reports, security roles, naming conventions, and searching. Discussion included hierarchical access levels' impact on organizational visibility, stressing alignment with desired visibility.
The presenter detailed the process of requesting Workday access, emphasizing the need for legitimate business justifications and walked through request creation, approval, and verification steps. They also demonstrated tracking request statuses using the system.
Delving into Workday reports intricacies, they categorized them into standard, custom, and UAF-specific reports, offering advice on financial reporting and data analysis. Best practices for saving and organizing reports were discussed, including the use of shortcuts, favorites, and categorization for easy retrieval.
Helpful Links
User Solutions
https://workday.uark.edu/
Feedbear
https://uark.sharepoint.com/sites/askus/SitePages/UAF-Workday-Ideas.aspx
Workday Resources
https://uark.sharepoint.com/sites/wdt
TeamDynamix (TDX) - Services/Help Page
https://uark.teamdynamix.com/TDClient/33/Portal/Requests/ServiceCatalog?CategoryID=40
Register for Workday Wednesday Webinars
https://calendars.uark.edu/event/workday_wednesday_webinar_1880
Workday Wednesday Webinar Archive
https://video.uark.edu/category/Professional+Development%3EUser+Solutions/337112642
Process to request security roles:
https://uark.sharepoint.com/sites/wdt/SitePages/Security-Roles.aspx#request-to-add-remove-security-roles
More on Workday Reports
https://uark.sharepoint.com/sites/wdt/SiteAssets/Forms/AllItems.aspx?id=%2Fsites%2Fwdt%2FSiteAssets%2FSitePages%2FWorkday%2DReports%2FWorkday%2DReports%2DOverview%2Epdf&parent=%2Fsites%2Fwdt%2FSiteAssets%2FSitePages%2FWorkday%2DReports