LSP Tip: Turn off TEAMS Auto-Scheduling for Calendar Invites

We've heard from a few of you asking how to disable TEAMS from auto-scheduling when you send a calendar invite.
It can create confusion if your invite was intended for an in-person or Zoom meeting instead.


Here is where to uncheck it in the Outlook desktop client:

Here is where to uncheck it in OWA (Outlook Online):

NOTE- OWA allows you to automatically configure Zoom for invites should you choose to leave it checked.

Workday Financials: A "Day in the Life"

The sun is out, the days are warming up, and suddenly it's a lot more obvious that July 1, the launch date of Workday Financials, will come sooner rather than later.  In fact, we're about two months out!

This close to go-live, you may be trying to envision how you'll do your work in Workday as opposed to Oracle.  While leaders in schools and units are still working on the nuances of mapping Oracle roles to Workday Financial roles (they're getting very close!), you can get a sneak peek by taking a look at our "Day in the Life" Security Role Summaries.

These roles are the basis for the training assignments you will receive in May.  In other words, because training is role-based, the training you need will be based on the work you'll need to do in the system (or, your role).  

Please take a look at the summaries to get familiar with how some roles are different (and maybe the same) in Workday.  We also recommend checking out the Oracle to Workday Financials Terminology Crosswalk, available on the Business Terms website.  

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To read more about your role in Workday in the future, click here, then choose "What will I do in Workday Financials?"

Training begins in May (but you can save the dates now!)

Contributed by Patty Marbury

Training for Workday Financials will begin on May 2!  The course schedule for role-based Instructor-led training has been posted on the Workday Finance Training webpage.  Registration will be open before the end of this week; the list of sessions you see here is shared to help you plan your schedule accordingly.

Introduction to Workday Financials, a pre-requisite course to any other required training, is available now in Workday Learning -- just search the course title!

Some reminders about training:

• Courses will be offered as Insturctor-led and web-based/self-paced.  Although you are welcome to attend an instructor-led session and complete the web-based course, you only need to complete one to meet the training requirement for the role.
• Instructor-led courses are offered virtually and will include hands-on activities and opportunities for question and answer.
• Self-paced courses include process overviews and demos for participants to review at their own pace and repeat as needed.  You will be able to ask questions and get answers using askfinance@virginia.edu 
• Training is role-based, and you will be enrolled in a Learning Program based on your role in Workday Financials. (Want to read more about the roles in Workday Financials?  View our "Day in the Life" Security Role Summaries.)

As always, you can reach out to me with questions, or contact askfinance@virginia.edu

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Click here to view the training calendars

Click here to view the Security Role Summaries

FST Update April 7, 2022

 

No time to read all the text? Check out Five things to Know about FST

Or listen in to WFST, the FST Radio News Broadcast

User Experience Review Testing Wraps Up

Wrapping up UER means that the over 400 folks across UVA who volunteered to help us take the system and our training team’s drafts of quick reference guides, or QRGs, for a test drive, have finished up walking through common transactions in the Workday Finance system, and we’ve learned a lot from their feedback. We’ll use that feedback to inform not only the quick reference guides, which are one of the methods we provide training support, but also, we’ll use the feedback to inform all training materials.  Read more about UER here.

Training Update

The training team is providing a comprehensive plan to get folks at UVA feeling confident about doing their jobs within Workday Financials.  They’re very close to publishing their schedule of instructor-led training, and they’re working on a whole slate of web-based, self-guided training that folks can take advantage of, too.  Read the latest Training Update.

Security Roles, or, "What will I be doing in Workday?"

The sprint effort to get Oracle roles mapped to Workday security roles finished up earlier in March, and pretty soon, folks should start hearing from their managers and leaders what their roles will be within the system.   You can read more about the roles and get a little more info about how that translates into training here.

Crosswalk of Oracle to Workday Finance Terms

The Business Terms site, established at the beginning of the year, takes all of the "Workday Words" we had been collecting, plus all the other terms we use in the course of business at UVA, and pulled them together into one online resource that serves as the definitive dictionary for how we talk about business at UVA.  Our stakeholders made us aware that it would be helpful still to have a more definitive crosswalk between the old Oracle terms and the new Workday terms, so we built a crosswalk for your use, and you can find it posted on the homepage of the business terms site. Visit the site.

Fund Ownership Availability

In the future state, units will be able to see funds available without needing to wait for a year-end settlement and carryforward calculations.  It will be much clearer who owns the fund balances as well as where the funds have transferred and how much has been spent.  The new model, while great for transparency and reduction of manual tracking of funds, does represent a significant shift in the way we think of budgets, so some support material is definitely needed.  Read more about the change and how we will support it.

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