Frequently Asked Questions -B

General ● Roles and Delegation ● Mobile Functionality ● PTO and Time Tracking ● Accounting Journals ● Cash Receipts ● Requisitions, Purchase Orders, and Supplier Invoices ● Spend Authorizations, Advances, and Expense Reports ● Financial Reporting

General

  • 1. Why was Workday selected?

    After reviewing options to upgrade current software or implement a new solution, Wake Forest University selected Workday for its ease of use, innovative technology, cost effectiveness, and proven higher education track record. Among its catalog of more than 1,350 customers, Workday has an industry-leading 97 percent satisfaction rating.

  • 2. Which systems will Workday replace?

    Workday will replace multiple separate systems, including:

    • Banner (Finance and Human Resources modules)
    • WF@Work through WIN
    • NOVAtime
    • Works
    • Deacon Depot
    • SilkRoad OpenHire and RedCarpet
  • 3. Who will be using Workday?

    All faculty, staff, and student workers will use the new system to access personal, financial, and benefits information. Human Resources and Financial Services teams will use Workday to perform all functions related to recruiting, benefits administration, data analysis, payroll, and expense management.

  • 4. When will Workday be available?

    Workday will be available July 2, 2018, with the Budget and Planning functional area added in 2019. View full timeline »

  • 5. Which functional areas of Workday will be implemented?

    The following lists the functional areas the University is implementing, along with the components of each category.

    Human Capital Management (HCM):

    • Benefits Enrollment
    • Compensation Changes
    • Onboarding
    • Performance
    • Recruiting
    • Time Off
    • Updates to Personal Information

    Payroll:

    • Direct Deposits
    • Payslip Viewing
    • Time Tracking

    Finance:

    • Business Assets
    • Expense Transfers
    • Grants and Endowments
    • P-Card Statements
    • Purchase Orders
    • Purchase Requisitions
    • Supplier Invoices (Accounts Payable)
    • Travel Expenses

    Budget/Planning:

    • Annual Budget Cycle
    • Pay Increases
  • 6. How will today's processes change?

    The current processes will be redesigned, based on Workday’s best practice recommendations, to better support our campus community. This will result in more efficiency and accuracy, while affirming the University’s commitment to sustainability.

  • 7. Will there be notifications that will alert users to access the system to complete action items?

    Faculty, staff, and student employees will have notification options and may choose what will work best for them. Individuals may use the Workday inbox, establish notifications for each action item, or receive a daily digest email that lists open items in their approval queue.

  • 8. Will training be offered to supervisors so they can help their teams use Workday?

    Yes; training will be offered to all faculty and staff.

  • 9. Is the University exploring Workday student?

    In November 2016, over 80 Wake Forest faculty and staff participated in a number of sessions demonstrating the existing and planned capabilities of the Workday Student application. Provost Kersh is forming a working group to explore the future capabilities we need or require as a university in a student information system.

Delegation

PTO and Time Tracking

Mobile Functionality