Workday Grant Administrator Updates

Grant Managers Tips & Announcements

A Grant Mangers Tips & Announcements box has been added to Workday homepage of users with the Grant Manager role.

Note that the information posted here will also be available in the Grant Administrator Reports Worklet and cross-posted on the RA Blog for users that do not have the Grant Manager Role. The most recent Grant Administrator Update currently posted in Workday can also be viewed here.

Updates to the Grant Administrator Reports Worklet

Workday users will now be able to see two new sections at the top of the Grant Administrator Reports Worklet: Announcements and Grant Administrator & Tips.

Announcements

The Announcements section will focus on additions and updates to the Grant Administrator Reports Worklet. The announcements should be visible to all users with access to the Grant Administrator Reports Worklet. Any announcements will also be cross-posted on the RA Blog.

Grant Administrator & Tips

This section will be used to periodically post comprehensive Workday updates with a focus on grants. Any updates published here will also be cross-posted on the RA Blog. The most recent Grant Administrator Update currently posted in Workday can also be viewed here.

Academic Employee Report

The Academic Employee Report has been added to the Grant Administration Worklet. This report may be run by the Academic Employees Worktag and a report will be generated for all Programs and Gifts that have a related Academic Employee Worktag. This report includes RID, IIA, Startup,  and other Programs and Gifts with an Academic Employee Worktag.

Updates to the Budget to Actuals – Grant Report

The Workday Budget to Actuals – Grant Report has been updated to include the following columns, Expiration Status and Days to Grant Expiration:

Additionally, the Ledger Detail will now show two additional columns, Operational Transaction and Supplier:

Report to Check IIA Balances

As RID & IIA Distributions continue to post in Workday (see RID & IIA Distributions blog post), units can use a variety of Workday reports to check IIA account balances. A simple report that may be used for IIA account balances is the Program and Gift Balance Report.

Important Considerations

Units are advised to add the Grant Administrator Reports Worklet to their Workday homepage to keep up to date with the most recent additions to this suite of grant reports. To add the Worklet, please review the post, Workday Grant Administrator Reports Worklet.

Access to the reports included in Grant Administrators Reports Worklet is determined by the user’s Workday role. Depending on your access, you may have access to all or just a portion of the reports.