Workday Platform Optimization

Workday Platform launched on January 3, 2024. The first six months post-go-live is the stabilization period during which the project team addresses issues where Workday is not functioning as designed or is a critical operational issue. The most significant of these are shared on the known issues page.

The Workday governance and project team has also begun preliminary work on Workday optimization which includes improvements to Workday functionality that were not in the initial project plan and are not critical for GVSU operations. Below are the top items that are currently being considered for optimization efforts. These items have been identified based upon a number of factors including the impact to end users, the level of effort to address, the availability of needed resources, etc.

If you have any questions or optimization requests, please complete the Workday Contact Form or contact Finance or HR directly.

Workday Optimization Items

Optimization Item

Team

Description

Status*

Estimated Resolution Timeframe**

GVSU Purchase Order Balance Report

Finance

A new Workday report is being created to include payment status and details.

Work in Progress

October 2024

Payment Refunds Workflow

Finance

The Miscellaneous Payment Business Process within Workday will be used for non-tax reportable payments including refunds.

Work in Progress

October 2024

PCard Applications

Finance

The request framework that is currently used for Supplier Change Requests, Requesting New Worktags and Department Journal Requests will be utilized to create applications and change requests for the following: Purchasing Card, Declining Balance Card, and Expense Card applications.

Pending

January 2025

Invoices with No Requisitions

Finance

Invoices received by Accounts Payable with no Purchase Order must currently be emailed to departments to have a PO created and submitted back to AP via email. The Finance team will investigate possible options to route these invoices within Workday.

Work in Progress

June 2025

Workday Notification: Time Approval Needed

HR

This functionality would send a Workday notification to managers when it is time to approve their team's time entries. Currently HR Business Partners are emailing managers when approvals are not completed in a timely manner. 

Pending

TBD

Unit Head HR Approvals

HR

The HR team is reviewing a Unit Head security role which will allow adding Unit Head approval as a step within Human Resources Business Processes (BPs).  (This item is separate from but related to the Unit Head Financial Approvals item.)

Pending

TBD

*Status – Optimization items have been reviewed by the Workday Governance Group. Status definitions include: 

  • Pending: pending further review by the project team to confirm viability of the intended solution and/or next steps 

  • Work in Progress: next steps have been identified and begun 

  • Complete: the resolution has been implemented 

  • Cancelled: it was determined that the intended solution was not viable 

 

**Estimated Resolution Timeframe – Many items will need to undergo further review. Outcomes and timeframes are tentative and subject to change.

Completed Workday Optimization Items

Optimization Item

Team

Description

Status

Resolution Timeframe

Workday Notification: Time Off Request Responses

HR

This functionality would send a Workday notification to employees when their Manager or Timekeeper approves or declines their time off request.

Complete

September 2024

Workday Bi-annual Release Updates

Finance, HR, IT

Workday administers bi-annual releases in March and September. The Finance, HR, and IT teams are reviewing and testing updates that will go live on September 21, 2024.

Complete

September 2024

Workday Finance Notifications

Finance

The Finance team is updating a number of Workday notifications related to Finance transactions.

Complete

September 2024

Unit Head Financial Approvals

Finance

The Finance team is testing a Unit Head security role which will allow adding Unit Head approval as a step within Business Processes (BPs) related to expenses, invoice processing, and grants. (This item is separate from but related to the Unit Head HR Approvals item.)

Complete

September 2024

Workday Notifications

IT

Some Workday notifications are sent via email. The templates for these email notifications are being updated to a more consistent format.

Complete

June 2024



Page last modified October 1, 2024