UW Research

Workday Finance & Research

This page brings together information and resources to help the UW research community navigate the July 2023 transition to Workday Finance.

Recently updated or released:

Refer to Page Revisions for more details.

Contents

Escalating Problems & Getting Help

Troubleshooting

When you encounter problems with Workday Finance, or other integrated systems, please refer to the following guidance:

  • Report issues using the UW Connect Finance Portal. The problem reports will go to your School/College Shared Environment. 
  • Check with your unit to make sure there are no approvals pending (e.g. for invoices) or corrections needed to Award Setup and Modification Requests. Reminder: Principal Investigators (PIs) are required to approve subrecipient invoices on a bi-monthly basis using Workday.
  • Refer to SAGE Features & Prioritized Issues, GCA Known Issues, and Finance Reporting Known Issues (campus network or VPN required). The problem you are facing may have a workaround or fix in the works.  

Urgent Requests 

If you experience delays in getting the support you need, or for other pressing matters, refer to central office urgent request processes:

Escalation Process

If your project is at risk of losing funding, collaborators, or vendors, refer to the “How do I escalate an urgent sponsored research problem?” FAQ for a step-by-step escalation process.

Attend Meetings, Office Hours, and Forums

Live events are great opportunities to ask questions and get help from experts.

Expand for a list of live events

Meetings 

Office Hours

Forums

Changes & Resources 

New & Notable

  • Review the How to Navigate Grant Hierarchies in Workday job aid. In Workday, grant managers are intended to be assigned exclusively via Grant Security Hierarchy (GSH). All award lines are assigned to a GSH in Workday, and every GSH can have individual staff members given the Grant Manager role. Any staff members with the Grant Manager role for a given GSH will be shown as grant managers for all award lines assigned to that GSH.
  • An update to the Grant Manager Dashboard in Workday improves visibility into outstanding invoices for all grants, but especially those in Closeout in Progress or Expired status.

Explore the Changes & Resources subpage for a list of key resources for the Plan/Propose, Setup, Manage, and Closeout research lifecycle stages.

Award Data & Reporting

Download a copy of the Award, Proposal & Related Requests (select “Under Construction” in the “Key Reports” folder) workbook for local analysis. It contains eGC1s, awards, ASRs, MODs, subawards, and Non-Award Agreements (NAAs) since FY24.

Review GCA’s Recommended Reports for a list of Workday and BI Portal reports that GCA recommends to campus users.

The Workday Grant Manager Dashboard is available to support grant managers.

The Grant Planning and Forecasting Tool, Post Award Dashboard, and Principal Investigator Dashboard are also helpful for grant management.

Refer to the “What tools and resources are available for award data and reporting?” FAQ for a list of resources.

Weekly Volume

Refer to the following pages for information about Award volume:

Page Revisions 

Expand for a detailed list of revisions to this page.