Workday Implementation

Workday Report Crosswalk - Updated 10/17/25

Finance Reports  HCM Reports

Finance Reporting

Finance Reporting

Workstream Legacy Report Name Legacy Report Description Workday Report Name Workday Report Type W&M Functional Area
Financials Finance: Operating Ledger -- Account Activity by Fund Type Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Expense Budget Variance; \nBudget vs. Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: General Ledger -- Account Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite (Look for Trial Balance by Program) Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Account Balance by Fund Type Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Operating Ledger -- Account Balances by Index Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. WM Budget vs Actual by Cost Center - Designated Clone of Workday Standard Report Budget
Financials Finance: Operating Ledger -- Account Balances by Organization Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. WM Budget vs Actual by Cost Center - Designated Clone of Workday Standard Report Budget
Financials Finance: Grant Management -- Account Summary Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Grant Management -- Account Type Summary Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Fixed Assets -- Adjustments Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Find Assets Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Athletics Budget Detail -- Admin Budgets Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. CR30 Athletics Budget Detail - Admin Budgets Custom Report Athletics
Financials Finance: General Ledger -- Appropriation / Allotment Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. CR32 General Ledger Appropriation / Allotment Custom Report Financial Operations (Financial Systems)
Financials Finance: General Ledger -- Appropriation / Allotment Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. General Ledger for General Ledger Management Workday Standard Report Budget
Financials Finance: Transactions -- Appropriation / Allotment Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. General Ledger for General Ledger Management Workday Standard Report Financial Operations (Financial Systems)
Financials Finance: Transactions -- Appropriation Available Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. CR32 General Ledger Appropriation / Allotment Financial Operations (Financial Systems)
Financials Finance: Transactions -- Bank Reconciliation Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Ad Hoc Bank Audit Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- BOV Private Fund Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Expense Budget Variance; \nBudget vs Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: Budget Detail -- Budget Status by Account Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. WM Budget vs Actual by Cost Center - Designated Clone of Workday Standard Report Budget
Financials Finance: Budget Detail History -- Budget Status by Account Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Includes all years of budget history in Banner. Expense Budget Variance; \nBudget vs Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: Budget Detail -- Budget Status by Fund Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Expense Budget Variance; \nBudget vs Actual by Cost Center Budget
Financials Finance: Budget Detail History -- Budget Status by Fund Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Includes all years of budget history in Banner. Expense Budget Variance; \nBudget vs Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: Budget Detail -- Budget Status by Index Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. CR56 Budget Detail - Budget Trend by Index Custom Report Budget
Financials Finance: Budget Detail History -- Budget Status by Index Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Includes all years of budget history in Banner. Expense Budget Variance; \nBudget vs Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: Budget Detail -- Budget Trend by Account Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Actual vs Budget vs Prior Year Custom Report Budget
Financials Finance: Budget Detail -- Budget Trend by Fund Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Actual vs Budget vs Prior Year Custom Report Budget
Financials Finance: Budget Detail -- Budget Trend by Index Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Actual vs Budget vs Prior Year Custom Report Budget
Financials Finance: Fixed Assets -- Buildings Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Fixed Assets -- Capitalized Acquisitions Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- CARDFUND YTD Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. CR32 General Ledger Appropriation / Allotment Financial Operations (Financial Systems)
Financials Finance: Endowment -- Category Value Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Find Gifts by Organization Workday Standard Report W&M Foundation
Financials Finance: Operating Ledger -- Chart E Fund Restrictions Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Find Funding Source Workday Standard Report W&M Foundation
Financials Finance: Vendor Payments -- Check Register Explore details and summaries of payments to vendors. Includes a Check Register, Invoices by Account, and Invoices by Vendor View Check Register Workday Standard Report Procurement/AP
Financials Finance: Fixed Assets -- Custodians Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Operating Ledger -- DC Cardinal Expenditures (Upload) Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. WM Expenditures for Cardinal - Upload Custom Report Financial Operations (Financial Systems)
Financials Finance: Transactions -- Deposit Revenue Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Indexed RDS Comparison for Customer Deposits for Company Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Fixed Assets -- Disposals Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Find Assets - Prompt: Asset Status (select Disposed/Removed) Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Budget Detail -- Divisions and Units Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Extract Cost Center Hierarchy Workday Standard Report Budget
Financials Finance: General Ledger -- Draw Down Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. (Grants Draw Details by Awards)\n"Draw" Tasks and Reports (10) Workday Standard Report OSP
Financials Finance: Transactions -- E&G Budget Transactions Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. CR221b Budget Detail - Transaction Detail Clone of Workday Standard Report Budget
Financials Finance: Encumbrances -- Encumbrance Items Review details and track statues of Purchase Orders. Includes a master list of Encumbrances with adjustments and liquidations, and a detailed listing of Purchase Order items and their associated costs. WM Purchase Orders Clone of Workday Standard Report Procurement/AP
Financials Finance: Endowment -- Endowment Fund Type Group Value Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Gift Share Balance Report Workday Standard Report W&M Foundation
Financials Finance: Endowment -- Endowment Fund Type Value Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Gift Share Balance Report Workday Standard Report W&M Foundation
Financials Finance: Fixed Assets -- Equipment Managers Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Fixed Assets -- ETF Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. WM Business Asset Master Financial Operations (Financial Reporting)
Financials Finance: Grant Management -- Expense Summary by Fund Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Athletics Budget Detail -- Expense Tracking Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. CR97 Athletics Budget Detail - Expense Tracking Custom Report Athletics
Financials Finance: Athletics Budget Detail -- Expenses and Revenues Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. Budget vs Actual by Cost Center;\nBudget vs Actuals by Revenue Category Clone of Workday Standard Report Athletics
Financials Finance: Operating Ledger -- FR Account Balances Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Income Statement Custom Report Financial Operations (Financial Reporting)
Financials Finance: Operating Ledger -- FR Maximus Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Expenses by Cost Center Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Operating Ledger -- FR Student Aid Accruals Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Ledger Detail Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- FS Group Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Financial Accounting, Consolidated Trial Balance, Allocation Detail (& Summary) by Cost Center and Ledger Account Workday Standard Report W&M Foundation
Financials Finance: Operating Ledger -- Fund Balances by Organization Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Actual vs Budget vs Prior Year Custom Report Budget
Financials Finance: Budget Detail -- Fund Categories Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Extract Fund Hierarchy Workday Standard Report Budget
Financials Finance: General Ledger -- Fund Group Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial balance;\nAward Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Transactions -- Fund Snapshot Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Trial Balance - Composite Custom Report Financial Operations (Financial Systems)
Financials Finance: Endowment -- Fund/Program Value Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Find Gifts by Organization; \nGift Share Balance Report Workday Standard Report W&M Foundation
Financials Finance: Athletics Budget Detail -- Game Expenses Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. Budget vs Actual by Cost Center Clone of Workday Standard Report Athletics
Financials Finance: General Ledger -- GASB Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Endowment -- Gifts by Quarter Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Find Gifts by Organization; \nGift Share Balance Report Workday Standard Report W&M Foundation
Financials Finance: Transactions -- GL Transactions Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Trial Balance Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Grant Operating Ledger -- Grant Billing by Month Track budget, expenditure, revenue, encumbrance, and balance summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes Grant and Fund summaries by Billing Category and a list of Billing Category definitions. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Grant Operating Ledger -- Grant Billing Categories Track budget, expenditure, revenue, encumbrance, and balance summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes Grant and Fund summaries by Billing Category and a list of Billing Category definitions. Extract Awards Workday Standard Report OSP
Financials Finance: Grant Operating Ledger -- Grant Billing Summary Track budget, expenditure, revenue, encumbrance, and balance summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes Grant and Fund summaries by Billing Category and a list of Billing Category definitions. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Grant Transactions -- Grant Fund Balances RPT 129 - Award Balances;\nRPT 129 - Grant Balances Custom Report OSP
Financials Finance: Grant Management -- Inception-to-Date Detail Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Grant Management -- Inception-to-Date Summary Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. WM Award Budget to Actuals Workday-Delivered Custom Report OSP
Financials Finance: Operating Ledger -- Index Balances by Organization Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Expense Budget Variance;\nBudget vs Actual by Cost Center Clone of Workday Standard Report Budget
Financials Finance: Encumbrances -- List of Encumbrances Review details and track statues of Purchase Orders. Includes a master list of Encumbrances with adjustments and liquidations, and a detailed listing of Purchase Order items and their associated costs. WM Purchase Orders Custom Report Procurement/AP
Financials Finance: General Ledger -- Local Funds Negative Cash Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Find Journal Lines;\nTrial Balance Clone of Workday Standard Report Budget
Financials Finance: Fixed Assets -- Master Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. WM Business Assets Master Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Miscellaneous Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Custom Report Financial Operations (Financial Reporting)
Financials Finance: Athletics Budget Detail -- Missing Activity by Index Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. Ledger Detail Clone of Workday Standard Report Athletics
Financials Finance: General Ledger -- Multi-Year Sums Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Custom Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Prior Year Comparison (My new sheet) Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite (Clone for Year to Year) Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Operating Ledger -- Prior Year Comparison (My new sheet) Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Income Statement Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Transactions -- NCAA Exp/Rev by Sport Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Income Statement Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Transactions -- NCAA Review Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Find Journal Lines Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Negative Cash -- Financial Reporting label Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Negative Cash Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Net Assets Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Business Assets;\nAsset Net Book Value Summary Workday Standard Report W&M Foundation
Financials Finance: Fixed Assets -- Non-Capitalized Acquisitions Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Transactions -- OL Transactions Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. WM Expenditures and Revenue by Cost Center Financial Operations (Financial Reporting)
Financials Finance: Grant Transactions -- Operating Ledger Transactions Find journal lines - Grants, award journal lines, cost reimbursable line status\nGrant Transactions Report (with Detail) Clone of Workday Standard Report OSP
Financials Finance: 1099 -- Payment Detail Review payments by reporting year to confirm 1099 reportability. Includes W&M Employee position number to assess whether payments should be reported on 1099 or W2. 1099 Audit Report Clone of Workday Standard Report Procurement/AP
Financials Finance: General Ledger -- Periodic Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Endowment -- Pool Value Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Find Investment Pool Transactions; \nPool Balance by Investment Classification Workday Standard Report W&M Foundation
Financials Finance: Transactions -- Prior Year Invoice Accruals Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. CR190 - Transactions -- Prior Year Invoice Accruals; \nCR190A Supplier Payments;\nCR190B Supplier Invoice Payments;\nCR190C Ad Hoc Payments Custom Report Financial Operations (Financial Reporting)
Financials Finance: General Ledger -- Quarterly AR Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. Trial Balance - Composite Custom Report Financial Operations (Financial Reporting)
Financials Finance: Athletics Budget Detail -- Revenue Tracking Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. CR195 Athletics Budget Detail - Revenue Tracking Custom Report Athletics
Financials Finance: Fixed Assets -- SCHEV HEETF Inventory A Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. WM Business Asset Master Financial Operations (Financial Reporting)
Financials Finance: Transactions -- Scholarship Clearing Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Award Spend Restriction Audit Report Clone of Workday Standard Report W&M Foundation
Financials Finance: Transactions -- Scholarship Tuition Fees Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Actual Expense Ledger by Account Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Transactions -- Scholarships 714210/714250 Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Actual Expense Ledger by Account Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Fixed Assets -- Surplus Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Athletics Budget Detail -- Team Budgets Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. CR217 Athletics Budget Detail - Team Budgets Custom Report Athletics
Financials Finance: Fixed Assets -- Text Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Budget Detail -- Transaction Detail Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. WM Budget vs Actual by Cost Center - Designated;\nWM Expenditures and Revenues by Cost Center;\nCR221a Actuals Detail - Transaction Detail;\nCR221b Budget Detail - Transaction Detail Custom Report Budget
Financials Finance: Athletics Budget Detail -- Transactions Track Budgets, Expenses, and Revenues by Chart W Athletics Organizations. Includes lists for missing Activity codes by Index and Department. Budget vs Actual by Cost Center Clone of Workday Standard Report Athletics
Financials Finance: Grant Management -- Transactions Review transaction details and summaries of funds associated with the Banner Finance Grants module (Sponsored Programs, Capital Projects, Study Abroad Revenue Funds). Includes summaries by Fund, Account, and Account Type. Grants Management Report Workday Standard Report Budget
Financials Finance: Asset Inventory -- Undisposed Equipment Manage the inventory of Fixed Assets assigned to a particular Organization. Find Assets - Prompt: Asset Status (select everything but Disposed/Removed) Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Transactions -- Unfunded Scholarships Review, track, analyze. and/or query Banner Finance transactions for the last three Fiscal Years. Includes Bank Fund Inquiries, Bank Reconciliations, Deposit Revenues, Bank Deposits, and Rule Class Audits. Actual Expense by Ledger Account Clone of Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Endowment -- Units Purchased Track Endowment Unit, Book, and Market values. Includes values by Pool, Category, Income Credit Organization, Fund, and Endowment Fund Type. Evaluate gifts by quarter. Find Investment Pool Transactions Workday Standard Report W&M Foundation
Financials Finance: Fixed Assets -- Vehicles Review a comprehensive list of Fixed Assets. Includes acquisitions, disposals, adjustments, buildings, vehicles, surplus, custodians, and equipment managers. Track assets by location and asset text records. Fixed Assets Workday Standard Report Financial Operations (Financial Reporting)
Financials Finance: Budget Detail -- Vendor Detail Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. WM Supplier Payment Detail Procurement/AP
Financials Finance: Budget Detail History -- Vendor Detail Track and compare Fiscal Year-to-Date Budgets, Expenses, and Revenues. Includes statuses, projections, detailed transaction lists, vendor payment lists, and Index-related problems. Includes all years of budget history in Banner. WM Supplier Payment Detail Procurement/AP
Financials Finance: 1099 -- Vendor Summary Review payments by reporting year to confirm 1099 reportability. Includes W&M Employee position number to assess whether payments should be reported on 1099 or W2. 1099 Audit Report Workday Standard Report Procurement/AP
Financials Finance: Grant Transactions -- W&M VDOE RPT 248 - VDOE Custom Report OSP
Financials Finance: Operating Ledger -- WMF Balances by Purpose/Restr Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Endowment Accounting, Gift Balance Report Workday Standard Report W&M Foundation
Financials Finance: Operating Ledger -- WMF Expenditures by Category Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. Endowment Accounting, Gift Balance Report Workday Standard Report W&M Foundation
Financials Finance: General Ledger -- Year-to-Date Balances Review General Ledger Fund and Account periodic and year-to-date balances by Fiscal Year and/or Period. Includes negative cash balance funds, balances by Fund Type, balances by W&M Foundation Financial Statement Groups, and budget status by check totals. CR252 - GL Year-to-Date Balances Custom Report Financial Operations (Financial Reporting)
Financials Human Resources: Labor and Benefits Distribution -- Account FY Distribution FY Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report University Operations
Financials Human Resources: Payroll Distribution Detail -- FR Labor & Benefit Accruals Financial Reporting Payroll Accrual Custom Report Financial Operations (Financial Reporting)
Financials Human Resources: Payroll Distribution Detail -- FR Pensions Employer Share / Employee Share CR402 Pension Detail Employer Share / Employee Share Custom Report Financial Operations (Financial Reporting)
Financials Human Resources: Labor and Benefits -- L&B Accruals WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Human Resources: Labor and Benefits -- L&B by Account WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Human Resources: Labor and Benefits -- L&B by Employee WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Human Resources: Labor and Benefits -- L&B by FOPAL WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Human Resources: Labor and Benefits -- L&B by Index WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Human Resources: Labor and Benefits -- L&B by Payroll Number WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
Financials Finance: Detail -- ID: Argos - 298ACBE1-904B-4197-ABFA-C39818FBAE0D (Cardinal Expenditure Reconciliation) Fin - Data Control.Cardinal Expenditure Reconciliation.Detail WM Expenditures for Cardinal Reconciliation Clone of Workday Standard Report Financial Operations (Financial Systems)
Financials Finance: Exceptions -- ID: Argos - FA9C08BE-8822-4E5C-A020-CC666E9BFDC8 Fin - Data Control.Cardinal Expenditure Reconciliation.Exceptions WM Expenditures for Cardinal Reconciliation Financial Operations (Financial Systems)
Financials Finance: Exceptions CSV -- ID: Argos - B5643F9F-41F8-4477-A525-992F1B00A3C6 Fin - Data Control.Cardinal Expenditure Reconciliation.Exceptions CSV WM Expenditures for Cardinal Reconciliation Financial Operations (Financial Systems)
Financials Finance: Summary -- ID: Argos - 344AA469-CEC2-470E-B16F-A080DA053BC5 Fin - Data Control.Cardinal Expenditure Reconciliation.Summary WM Expenditures for Cardinal Reconciliation Financial Operations (Financial Systems)
Financials Financials: Daily Chrome River AP/Travel Transaction Report -- ID: Argos - C721D89A-B73E-4344-9361-3B8D957BCD94 Scheduled Processes.Chrome River Report.Daily Chrome River AP/Travel Transaction Report WM Travel Expenses Paid or Processed Clone of Workday Standard Report Financial Operations (Travel)
Financials IT: Employee Name Changes Report for Procurement -- ID: Argos - 41711E6C-19B2-40EA-BD63-785030583087 Scheduled Processes.Employee Name Change.Employee Name Changes Report for Procurement Name Change Report Workday Standard Report Procurement/AP
Financials Financials: Grant Indexes missing Grant PI Approver Report -- ID: Argos - 97969FF8-5E41-4173-B99A-A68B6114AB7D Scheduled Processes.Grant Indexes missing Grant PI Approver.Grant Indexes missing Grant PI Approver Report Extract Grants Workday Standard Report OSP
Financials Financials: Data Feed -- ID: Argos - C435AA90-96F4-4070-917E-497A7D92E192 Scheduled Processes.Grant Reports.Data Feed Extract Awards (Look at Award Number) Workday Standard Report OSP
Financials Financials: HR-Payroll Pay Period Comparison -- ID: Argos - CA01FEC2-AE58-4BC3-AA93-374B755440D4 Scheduled Processes.Pay Period Comparison for Audit.HR-Payroll Pay Period Comparison WM Compensation Changes HR
Financials Time Certifications W&M and VIMS OSP - created and run manually using Form Fusion Effort Certification Clone of Workday Standard Report OSP
Financials fwrbdst W&M Monthly Budget Status Report (Banner ePrint) CR667 W&M Monthly Budget Status Report Custom Report Financial Operations (Financial Systems)
Financials fwrprpa_w FWRPRPA - Prompt pay Banner reports WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Procurement/AP
Financials fwrprpa_v FWRPRPA - Prompt pay Banner reports WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Procurement/AP
Financials fwrprpa_ap FWRPRPA - Prompt pay Banner reports WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Procurement/AP
Financials fwrprpa_m FWRPRPA - Prompt pay Banner reports WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Procurement/AP
Financials fwrprpa_s FWRPRPA - Prompt pay Banner reports WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Procurement/AP
Financials Finance: Vendor Spend -- Account Analysis Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Account Descriptions Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by Account Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by Category Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by Chart Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by Index Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by Organization Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Spend by SWaM Type Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Procurement/AP
Financials Finance: Vendor Spend -- Vendor Detail Invoice payments that have not been cancelled and whose account code falls within the range of 712000 - 72328Z WM Supplier Payment Detail Custom Report Procurement/AP
Financials FWRPRPA - Prompt pay Banner reports (fwrprpa_XL) fwrprpa_XL WM Paid Invoices Compliance Summary; \nWM Paid Invoices with Supplier Invoice Lines Custom Report Procurement/AP
Financials fwpebld Automated eBuilder Finance integration.\nJob runs daily (M-Fr), anytime after checks - executes p_wm_fwpebld. \nUses email listserv letting recipients know file was not created and if possible with file attached when created. File can be created with Workday report. W&M integration team will create report and integration delivery Custom Report University Operations
Financials Chrome River - International Report - Reves Center Report Required by Reves center to send Nick Vasques all Pre-Approvals for International Travel - This is currently scheduled and we send it to him every Monday morning. This is currently being run in Chrome River. WM International Travel Spend Authorizations Clone of Workday Standard Report Financial Operations (Travel)
Financials Open Approvals- Weekly Report Report to see how long reports have been pending with an authorized approver - we send emails every friday to alert approvers to approve as reports have been sitting for 10 days. This is currently being run in Chrome River. Business Process Transactions of Type Awaiting Action Clone of Workday Standard Report Financial Operations (Travel)
Financials Taxable Meals Finance: Transactions -- OL Transactions - Taxable Meals Bookmark\n\nReport to identify all taxable meals approved (search parameters required) - monthly report WM Travel Taxable Meals Clone of Workday Standard Report Financial Operations (Travel)
Financials Travel Advance Detail - All Travel Cash Advances Accounts Receivable: Travel Advances and Direct Deposits -- Travel Advance Detail\n\nReport to identify all cash advances approved in Banner to keep track of them with expense reports WM Approved Cash Advances with Outstanding Balance Clone of Workday Standard Report Financial Operations (Travel)
Financials Violators Over 60 Days Report required to find out employees who are submitting reports past the 60 day IRS guideline. This is currently being run in Chrome River. WM Find Expense Reports - Travel Clone of Workday Standard Report Financial Operations (Travel)
Financials Chrome River - Airline Usage Report contains the costs of how much the unviersity pays for airline usage and by airline View Airlines Workday Standard Report Financial Operations (Travel)
Financials Banner GASB Module - Financial Statements Banner has a separate GASB (Governmental Accounting Standards Board) module/process that produces financial statements based on various attribute values on Fund, Program, etc. WD Delivered Report Category of Financial Accounting Custom Report Financial Operations (Financial Reporting)
Financials CDS Tax Overdue Invoices on Hold Report Current CDS Tax AM process sends notification to Data Control when an invoice(s) remain on hold for over 24 hours. Supplier Invoice Work Area (Under Priority section use Work Queue Tag of "Previously on hold for CDS") Workday Standard Report Financial Operations (Financial Systems)
Financials wmcardinal_fwkcard.p_wm_get_deposit_det Generates weekly deposit totals, by company, for transmission to Cardinal CR INT008 WM Deposit Totals by Company for Cardinal Upload Custom Report Financial Operations (Financial Systems)
Financials Capital Outlays Budget, Actuals, Commitments transactional reporting of Capital Projects, Maintenance Reserve, etc. WM Capital Outlays Actuals; \nWM Capital Outlays Budget; \nWM Capital Outlays Obligations; Custom Report Budget
Financials Supplier Invoice Lines for Wire Payments Disbursements/AP to capture invoices paid via wire so we can try to processed JV's for the wire fees after the fact Supplier Invoice Lines for Wire Payments Workday-Delivered Custom Report Procurement/AP
Financials Finance: Operating Ledger -- DC Cardinal Expenditures (Program Summary) Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. WM Expenditures for Cardinal - Program Summary Clone of Workday Standard Report Financial Operations (Financial Systems)
Financials Finance: Operating Ledger -- DC Cardinal Expenditures (Fund Summary) Track Operating Ledger Budgets, YTD Actuals, Encumbrances, and Balances in a variety of formats, including by Index, Fund Type, Fund, Organization, and Account. Includes restrictions for Chart E Funds. WM Expenditures for Cardinal - Fund Summary Clone of Workday Standard Report Financial Operations (Financial Systems)
Financials Extract Grants FDM See Extract Gifts FDM report in PROD. Request was made for similar Grants FDM report. WM Extract Grants FDM Custom Report OSP
Financials Extract Projects FDM See Extract Gifts FDM report in PROD. Request was made for similar Projects FDM report. WM Extract Projects FDM Custom Report Budget
Financials Extract Designated FDM See Extract Gifts FDM report in PROD. Request was made for similar Designated FDM report. Extract Designated FDM Workday-Delivered Custom Report Financial Operations (Financial Systems)
Financials Driver Worktag Configurations Report to populate Journal EIB Extract Gifts FDM; \nExtract Designated FDM Custom Report Financial Operations (Financial Reporting)
Financials All Facilities Employees (TDX#2304) FAMIS All of the Facilities Employees, total hours by pay type for each employee that can be run for each pay period. Extract Time Blocks for FAMIS Reconciliation University Operations
Financials Extract Gifts FDM Huron created Extract Gifts FDM Extract Gifts FDM Workday-Delivered Custom Report Budget
Financials Extract Time Blocks for FAMIS Reconciliation Payroll Reconciliation for FAMIS WM Extract Time Blocks for FAMIS Recon\nWM Extract Time Blocks for FAMIS Recon Matrix Custom Report University Operations
Financials VA State Tax Withholdings (FGITBAL) VA State Tax Withholdings (FGITBAL) WM State Tax Withholdings Summary; \nWM State Tax Withholdings from Journal Lines for Payroll Custom Report Financial Operations (Financial Reporting)



HCM Reporting



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HCM Reporting

Workstream Legacy Report Name Legacy Report Description Workday Report Name Workday Report Type W&M Functional Area
HCM Human Resources: Labor and Benefits Distribution -- Account FY Distribution Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
HCM Human Resources: HR Employee Management -- Active Jobs Information for management of employees by schools, departments, and organizations. WM All Active Employees Clone of Workday Standard Report HR
HCM Human Resources: Human Resource Management -- Active Jobs Information for management of employees by Cabinet Members and Human Resource Consultants. WM All Active Employees Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- All Positions Manage benefits, deductions, profiles and position details for HR staff use WM View All Positions Clone of Workday Standard Report HR
HCM Human Resources: HR Employee Management -- All Positions Information for management of employees by schools, departments, and organizations. WM View All Positions Clone of Workday Standard Report HR
HCM Human Resources: Human Resource Management -- All Positions Information for management of employees by Cabinet Members and Human Resource Consultants. WM View All Positions Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Charts Manage benefits, deductions, profiles and position details for HR staff use FTE Report;\nAll Positions;\nAll Position Restrictions Costing Allocations;\nAll Workers Costing Allocations;\nTrended Turnover Summary;\nWorkers by Organizations - Indexed Workday Standard Report HR
HCM Human Resources: Employee Position -- Contract Salary Track changes in departmental data for employees and their positions. WM Employee Change History Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Contract Salary Manage benefits, deductions, profiles and position details for HR staff use Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: Payroll Processing -- Deductions Explore payroll transactions, deductions, and earnings for employees. Limited to activity within the past 4 years. Earning / Deduction Payroll Balances for Worker Workday-Delivered Custom Report Payroll
HCM Human Resources: Labor and Benefits Distribution -- Distribution By Payroll Number Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
HCM Human Resources: Labor and Benefits Distribution -- Distribution By Payroll Number Details Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number WM Gross Pay and Benefits;\nWM Payroll Details by Cost Center;\nWM Payroll Details by Worker Clone of Workday Standard Report HR
HCM Human Resources: HR Employee Management -- Employee Additional Information Information for management of employees by schools, departments, and organizations. Trended Turnover Summary;\nWorkers by Organizations - Indexed;\nWorkers with Flexible Work Arrangements Clone of Workday Standard Report HR
HCM Human Resources: Employee Position -- Employee Labor Track changes in departmental data for employees and their positions. WM All Workers Costing Allocations Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Employee Labor Manage benefits, deductions, profiles and position details for HR staff use WM All Workers Costing Allocations Clone of Workday Standard Report HR
HCM Human Resources: HR Employee Management -- Employee Overview Information for management of employees by schools, departments, and organizations. Headcount by Supervisory Organization Hierarchy and Month;\nTrended Turnover Summary;\nWorkers by Organizations - Indexed Clone of Workday Standard Report HR
HCM Human Resources: Labor and Benefits Distribution -- Employee Pay Period Distribution Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number Payroll Costing by Organization Workday Standard Report HR
HCM Human Resources: Labor and Benefits Distribution -- Employee Pay Period Distribution Details Track payroll labor and benefits distribution for employees. Explore by account, fiscal year, employee or by payroll number Payroll Costing by Organization Workday Standard Report HR
HCM Human Resources: HR Employee Management -- Employee Pivot Tables Information for management of employees by schools, departments, and organizations. Headcount by Supervisory Organization Hierarchy and Month;\nHires and Terminations by Quarter;\nTrended Turnover Summary;\nWorkers by Organizations - Indexed Workday Standard Report HR
HCM Human Resources: Human Resource Management -- Employee Pivot Tables Information for management of employees by Cabinet Members and Human Resource Consultants. Headcount by Supervisory Organization Hierarchy and Month;\nHires and Terminations by Quarter;\nTrended Turnover Summary;\nWorkers by Organizations - Indexed Workday Standard Report HR
HCM Human Resources: Employee Position -- Employee Position Track changes in departmental data for employees and their positions. WM All Active Employees Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Employee Position Manage benefits, deductions, profiles and position details for HR staff use Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: Employee Position Detail -- Employee Profile Manage benefits, deductions, profiles and position details for HR staff use Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: Employee Position -- Employees by Class Track changes in departmental data for employees and their positions. Worker Change History Report;\nWorker's Job History Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Employees by Class Manage benefits, deductions, profiles and position details for HR staff use Worker Change History Report;\nWorker's Job History Clone of Workday Standard Report HR
HCM Human Resources: Employee Position -- Employees by last paid date Track changes in departmental data for employees and their positions. Worker Change History Report;\nWorker's Job History Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Employees by last paid date Manage benefits, deductions, profiles and position details for HR staff use Worker Change History Report;\nWorker's Job History Clone of Workday Standard Report HR
HCM Human Resources: Human Resource Management -- Employment Changes Information for management of employees by Cabinet Members and Human Resource Consultants. Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: HR Employee Management -- Employment History Information for management of employees by schools, departments, and organizations. Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: Human Resource Management -- Employment History Information for management of employees by Cabinet Members and Human Resource Consultants. Worker Change History Report;\nWorker's Job History HR
HCM Human Resources: Employee Position -- Filled Positions Track changes in departmental data for employees and their positions. View All Positions;\nHeadcount & Open Position Analysis;\nPosition Summary;\nStaffing Activity;\nStaffing Activity Summary Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Filled Positions Manage benefits, deductions, profiles and position details for HR staff use View All Positions;\nHeadcount & Open Position Analysis;\nPosition Summary;\nStaffing Activity;\nStaffing Activity Summary Clone of Workday Standard Report HR
HCM Human Resources: Student Employment -- Inactive Student with jobs Review payroll, HR and limited enrollment data for employees in the student ecls only. All Ineligible Student Employees;\nUpcoming Student Employment End Dates;\nView All Positions;\nHeadcount & Open Position Analysis;\nPosition Summary Clone of Workday Standard Report Financial Aid
HCM Human Resources: Payroll Documents -- Payroll Documents Information on Payroll Checks and Direct Deposits including check reconciliation and check history. View Check Register Clone of Workday Standard Report Financial Operations (Financial Reporting)
HCM Human Resources: Employee Position -- Position Budget Track changes in departmental data for employees and their positions. WM All Workers Costing Allocations Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Position Budget Manage benefits, deductions, profiles and position details for HR staff use Find Position Budgets and Amendments;\nFind Position Budgets and Amendments for Organization;\nManager Position Budgetary Balance Report;\nManager Position Budgets;\nPosition Budgetary Balance Report;\nView Position Budget Group HR
HCM Human Resources: Employee Position -- Positions by contract type Track changes in departmental data for employees and their positions. WM All Active Employees Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Positions by contract type Manage benefits, deductions, profiles and position details for HR staff use Active Employees - Indexed HR
HCM Human Resources: Employee Position -- Remote Work Status Track changes in departmental data for employees and their positions. Workers with Flexible Work Arrangements HR
HCM Human Resources: Employee Position -- Terminated Employees Track changes in departmental data for employees and their positions. Trended Termination Details HR
HCM Human Resources: Employee Position Detail -- Terminated Employees Manage benefits, deductions, profiles and position details for HR staff use WM All Terminated Employees Clone of Workday Standard Report HR
HCM Human Resources: Timesheets -- Time Charts Review timesheet submission data for employees. Search for View Alerts, Scheduled Alerts, and filter on the word Time Workday Standard Report Payroll
HCM Human Resources: Timesheets -- Timesheet and Payment Review timesheet submission data for employees. Search for View Alerts, Scheduled Alerts, and filter on the word Time Workday Standard Report Payroll
HCM Human Resources: Timesheets -- Timesheets Review timesheet submission data for employees. Search for View Alerts, Scheduled Alerts, and filter on the word Time Workday Standard Report Payroll
HCM Human Resources: Payroll Processing -- Transactions Explore payroll transactions, deductions, and earnings for employees. Limited to activity within the past 4 years. Earning / Deduction Payroll Balances for Worker Workday-Delivered Custom Report Payroll
HCM Human Resources: Employee Position -- Vacant Positions Track changes in departmental data for employees and their positions. Critical Open Positions;\nNon-fillable Positions by Organization, Worker Type, and Reason Clone of Workday Standard Report HR
HCM Human Resources: Employee Position Detail -- Vacant Positions Manage benefits, deductions, profiles and position details for HR staff use Critical Open Positions;\nNon-fillable Positions by Organization, Worker Type, and Reason Clone of Workday Standard Report HR
HCM Faculty: Faculty Contacts -- Faculty Contacts (List) Review Contact information for academic use such as following up on late grades, student concerns or other academic needs. Includes course assignments for faculty, home department assignments and rank/tenure. Active Employees - Indexed Clone of Workday Standard Report IR
HCM Faculty: Faculty Verification -- Pre-Tenure Review faculty positions to maintain accuracy in support of Fall Faculty Verification. Includes salary, professorships, overloads, rank/tenure, degree credentials, courses, pre-tenure reviews. Explore targeted inconsistencies like faculty without courses, instructors without position, unexpected rank assignments and error checking tools. Upcoming Tenure Probationary End Dates Workday Standard Report IR
HCM Human Resources: Employee Profile Audit Report -- ID: Argos - 2ADC4831-E4E4-4E09-890A-59A12E186AA7 HR - Finance and Administration.Employee Profile Audit Report.Employee Profile Audit Report WM Employee Change History Clone of Workday Standard Report HR
HCM Human Resources: Direct Deposit Data Entry Transactions -- ID: Argos - 9BADF6B3-F355-4D27-A889-D8E1618B7956 HR - Payroll Only.Direct Deposit.Direct Deposit Data Entry Transactions Audit Missing Payment Elections Workday Standard Report Payroll
HCM Human Resources: Employees with Active Jobs but No Direct Deposit -- ID: Argos - C6F75F7D-2489-45B9-A5A3-81DB40671C9B HR - Payroll Only.Direct Deposit.Employees with Active Jobs but No Direct Deposit Audit Missing Payment Elections Workday Standard Report Payroll
HCM Human Resources: ACA Hours - Exception Report -- ID: Argos - FC54BF50-0EBD-407A-9351-EB839CD7FBA9 Human Resources/Payroll.Private.ACA Hours (Affordable Care Act).ACA Hours - Exception Report Positions and their FTE;\nPayroll Costing by Organization;\nACA Qualified Employees Enrollment Count;\nView ACA Measurement Period;\nView ACA Transmission Workday Standard Report HR
HCM Human Resources: ACA Supervisor Notification -- ID: Argos - 4A377A17-5879-4A48-93E6-2DFA0E14CB59 Human Resources/Payroll.Private.ACA Hours (Affordable Care Act).ACA Supervisor Notification Positions and their FTE;\nPayroll Costing by Organization;\nACA Qualified Employees Enrollment Count;\nView ACA Measurement Period;\nView ACA Transmission Workday Standard Report HR
HCM Human Resources: Admin & Prof Faculty For PPFA Site Report -- ID: Argos - 7674F4C2-7331-4EFE-9E73-02BB732A202F Human Resources/Payroll.Private.Admin & Prof Faculty For PPFA Site.Admin & Prof Faculty For PPFA Site Report Active Employees - Indexed;\nHeadcount;\nHeadcount Report;\nMatrix Organization Workday Standard Report HR
HCM Human Resources: Classified, Operational, and Hourly report -- ID: Argos - A43537B7-1E5E-4287-840B-727C74458301 Human Resources/Payroll.Private.Admin & Prof Faculty For PPFA Site.Classified, Operational, and Hourly report Active Employees - Indexed;\nHeadcount;\nHeadcount Report;\nMatrix Organization Clone of Workday Standard Report HR
HCM Human Resources: New Hire Admin & Prof Faculty For PPFA Site -- ID: Argos - AAD2154B-2515-4F1D-98C4-CC6EA191F563 Human Resources/Payroll.Private.Admin & Prof Faculty For PPFA Site.New Hire Admin & Prof Faculty For PPFA Site Active Employees - Indexed;\nHeadcount;\nHeadcount Report;\nMatrix Organization Clone of Workday Standard Report HR
HCM Human Resources: 457 Contribution Limits -- ID: Argos - 2E249347-8864-4261-B78D-5DAD83E9ED1C Human Resources/Payroll.Private.Benefit and Deduction Information.457 Contribution Limits WM 457 Contribution Limits from Worker Clone of Workday Standard Report HR
HCM Human Resources: Active Health and Waive -- ID: Argos - 7D35A813-F5AD-45B8-9957-20685D257552 Human Resources/Payroll.Private.Benefit and Deduction Information.Active Health and Waive Benefit Elections with Elect and Waive ON\nWorkers Waiving Health Care Workday Standard Report HR
HCM Human Resources: Add-Replace Entries -- ID: Argos - 50CB075B-1D8B-41FE-927A-FC05041D78EB Human Resources/Payroll.Private.Benefit and Deduction Information.Add-Replace Entries Benefit Changes;\nBenefit Corrections in Progress Audit;\nBenefit Events Status Report;\nBenefit Jobs Eligibility and Position Summary;\nBenefits Eligibility by Benefit Group;\nBenefits Eligibility by Worker;\nBenefits Premium Report - Health Care;\nBenefits Premium Report - Insurance;\nEligible Workers with no Open Enrollment;\nInsurance Election Changes;\nOpen Enrollment Status Report;\nTerminated Employees Eligible for Benefits;\nTerminated Employees with Benefits;\nWorkers no longer eligible for Open Enrollment;\nWorkers Waiving Health Care;\nWorkers with Enrollment Events on Hold;\nWorkers with Multiple Enrollment Events Workday Standard Report HR
HCM Human Resources: LTE-LTR Eligibility -- ID: Argos - BE60C84C-B49A-45FA-8215-D13E81B5B9F5 Human Resources/Payroll.Private.Benefit and Deduction Information.LTE-LTR Eligibility Benefit Changes;\nBenefit Corrections in Progress Audit;\nBenefit Events Status Report;\nBenefit Jobs Eligibility and Position Summary;\nBenefits Eligibility by Benefit Group;\nBenefits Eligibility by Worker;\nBenefits Premium Report - Insurance;\nEligible Workers with no Open Enrollment;\nInsurance Election Changes;\nOpen Enrollment Status Report;\nTerminated Employees Eligible for Benefits;\nTerminated Employees with Benefits;\nWorkers no longer eligible for Open Enrollment;\nWorkers with Enrollment Events on Hold;\nWorkers with Multiple Enrollment Events Workday Standard Report HR
HCM Human Resources: Medicare Report -- ID: Argos - B0D17588-62B8-4891-A312-63FD7C93156F Human Resources/Payroll.Private.Benefit and Deduction Information.Medicare Report Medicare Enrollment;\nView Medicare History;\nAudit - Medicare Integration Personal Data Differences Workday Standard Report HR
HCM Human Resources: Securian - December Salary Update -- ID: Argos - 990C7E09-675B-4E7C-A96B-2DC4500D32B7 Human Resources/Payroll.Private.Benefit and Deduction Information.Securian - December Salary Update Benefit Census;\nBenefits Eligibility by Worker;\nEnrollment Count;\nView Benefit Jobs Workday Standard Report HR
HCM Human Resources: Vendor Invoice -- ID: Argos - 19700EFA-8704-4AE0-9AB4-7DF56A2C0EF5 Human Resources/Payroll.Private.Benefit and Deduction Information.Vendor Invoice WM Find Benefit Elections Custom Report HR
HCM Human Resources: Benefits Retirement Counseling Report -- ID: Argos - 58DCA6AF-C384-442C-B39E-DFD1E424329B Human Resources/Payroll.Private.Benefits Retirement Counseling.Benefits Retirement Counseling Report Benefit Census;\nBenefits Eligibility by Worker Workday Standard Report HR
HCM Human Resources: Reached Limit Report -- ID: Argos - 75F28D3B-44B2-4A0C-B0E6-DF531BBC09BF Human Resources/Payroll.Private.Benefits Supplemental Retirement.Reached Limit Report Benefit Changes;\nBenefit Corrections in Progress Audit;\nView Payroll Limit Overrides for Worker Custom Report HR
HCM Human Resources: Timesheet Hours Transaction Report -- ID: Argos - BAFC484A-2D72-4E79-8D77-E25687321335 Human Resources/Payroll.Private.Earnings Transaction DB.Timesheet Hours Transaction Report Search for View Alerts, Scheduled Alerts, and filter on the word Time Workday Standard Report Payroll
HCM Human Resources: FOIA Report -- ID: Argos - 79482D1F-C7EC-41C7-92AD-08CA15397730 Human Resources/Payroll.Private.FOIA.FOIA Report WM All Workers Compensation Details, Additional Jobs, Period Activity Pay (PAP), and One-Time Payments (OTP) Custom Report HR
HCM Human Resources: Addresses and Phone Numbers -- ID: Argos - 0D8FA0D3-5A93-4421-93C8-9E432F316B58 Human Resources/Payroll.Private.HR Client Partner Employee Information.Addresses and Phone Numbers Active Employees - Indexed;\nHeadcount;\nHeadcount Report;\nMatrix Organization Workday Standard Report HR
HCM Human Resources: Birthdays -- ID: Argos - 8FC6FFB1-0FD3-49C7-88AE-0EDEC372776E Human Resources/Payroll.Private.HR Client Partner Employee Information.Birthdays Birthdays for this week and next;\nMy Team Anniversaries;\nMy Team Birthdays Workday Standard Report HR
HCM Human Resources: PEAEMPL Dates -- ID: Argos - 9305668E-3F8B-4A1E-96FE-A85D98A135AB Human Resources/Payroll.Private.HR Client Partner Employee Information.PEAEMPL Dates Headcount by Years of Service Workday Standard Report HR
HCM Human Resources: Comp Leave Report -- ID: Argos - 69D250C3-6F6E-402B-A67C-2FEE547EA9AF Human Resources/Payroll.Private.Leave Balances.Comp Leave Report Calculated Balances for Organization (by Worker);\nCarryover Balances for Organization (by Carryover Date) Workday Standard Report HR
HCM Human Resources: Benefits Agency Transfers Notification -- ID: Argos - 31A6F33A-00C9-4B7A-BC80-EE8C216C57CC Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Benefits Agency Transfers Notification New Hire Employment;\nEnrollment Event Rule HR
HCM Human Resources: Employee Transfers (Any Agency) Notification -- ID: Argos - C00BD728-505B-4756-9C45-F79306E93D20 Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Employee Transfers (Any Agency) Notification WM Active Employees - EE Transfers Clone of Workday Standard Report HR
HCM Human Resources: Exception - FLSA Work Week and Org Mismatch -- ID: Argos - 417B709E-CDA6-4E12-9149-C0CAA84EF368 Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Exception - FLSA Work Week and Org Mismatch FLSA Calendar Changes by Worker;\nFLSA Processing Status for Group of Workers Workday Standard Report HR
HCM Human Resources: Exception - Overload or Secondary with no Primary Job -- ID: Argos - BF9E9BAE-9BAB-4455-B7C4-A9E559946D7C Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Exception - Overload or Secondary with no Primary Job WM All Active Employees Clone of Workday Standard Report HR
HCM Human Resources: Exception - Primary Job and Employee ECLS Mismatch -- ID: Argos - 97610D99-7FBA-4966-B0BA-3A9579929D13 Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Exception - Primary Job and Employee ECLS Mismatch WM Extract Worker Job Details Clone of Workday Standard Report HR
HCM Human Resources: FMLA Tracker Export -- ID: Argos - 55476934-28F8-41D1-8101-11690727A051 Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.FMLA Tracker Export Leave Results for Worker;\nWorkers on Leave;\nWorkers Returned from Leave;\nWorkers Returning from Leave Workday Standard Report HR
HCM Human Resources: Future Dated Records -- ID: Argos - C963DD91-5AD2-4098-9CEE-BAE2B130BB68 Human Resources/Payroll.Private.NBAJOBS PEAEMPL with Reports.Future Dated Records Compensation Setup Data Audit;\nScheduled Future EIBs Exception Audit;\nScheduled Future Reports Exception Audit;\nEmployees Eligible for Next Compensation Grade;\nEmployees with Compensation for Additional Jobs Audit;\nFuture Payment Audit;\nFuture Payment Plan;\nFuture Payments;\nOut of Order Compensation Changes;\nView Future Payment Plan Assignments;\nView All Jobs Clone of Workday Standard Report HR
HCM Human Resources: New Hires Benefits Reminder -- ID: Argos - C56E9E0F-E32F-484A-9086-239478B947A2 Human Resources/Payroll.Private.New Hires.New Hires Benefits Reminder New Hires Enrolled in the Past Month by Benefit Plan;\nPassive Open Enrollment - Did or Did Not Take Action;\nHires and Terminations by Quarter Workday Standard Report HR
HCM Human Resources: New Hires Weekly Report -- ID: Argos - 72F13EA1-B4C4-44C0-914C-39815F8992DE Human Resources/Payroll.Private.New Hires.New Hires Weekly Report New Hires Enrolled in the Past Month by Benefit Plan;\nPassive Open Enrollment - Did or Did Not Take Action;\nHires and Terminations by Quarter Workday Standard Report HR
HCM Human Resources: F1-J1 Visa Exception Report -- ID: Argos - 4FCE8D3C-7196-4B1F-A3C4-61D0FE1B6B24 Human Resources/Payroll.Private.Payroll Deduction Totals.F1-J1 Visa Exception Report Alert-Expiring Worker Visa Workday Standard Report Payroll
HCM Human Resources: Payroll Deduction Monthly -- ID: Argos - BE886705-A8FA-45F6-86B4-26EDCA122968 Human Resources/Payroll.Private.Payroll Deduction.Payroll Deduction Monthly Pay Calculation Results - Deduction Register - WD Workday-Delivered Custom Report Payroll
HCM Human Resources: Scheduled Advancement WMG Deduction -- ID: Argos - C6D6216A-3EDA-4DB5-93A2-015A51DAD79A Human Resources/Payroll.Private.Payroll Deduction.Scheduled Advancement WMG Deduction WM Pay Calculation Results - Deduction Register - WD - Last Completed Pay Period\n\nScheduled Report: College Gifts (WMG) - WM Pay Calculation Results - Deduction Register - WD - Last Completed Pay Period Clone of Workday Standard Report Payroll
HCM Human Resources: PEAEMPL Not Terminated Report -- ID: Argos - 94AF39FA-9202-4F3B-8235-3A3D5911D81E Human Resources/Payroll.Private.PEAEMPL DB.PEAEMPL Not Terminated Report Active Employees - Indexed;\nView All Jobs Workday Standard Report HR
HCM Human Resources: Remote Work Expired -- ID: Argos - EE2ED6C4-93C5-45C7-93C6-9B0838D4E2D3 Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Remote Work Expired Workers with Flexible Work Arrangements Clone of Workday Standard Report HR
HCM Human Resources: Remote Work Upcoming Expiration -- ID: Argos - C7DF6E80-D29C-4BE1-9BCF-2D5976CB2A8F Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Remote Work Upcoming Expiration Workers with Flexible Work Arrangements Clone of Workday Standard Report HR
HCM Human Resources: Temp SSN Notification - EE and Supervisor -- ID: Argos - ED0DC551-59D6-4254-9F1D-C6BDF079BCBB Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Temp SSN Notification - EE and Supervisor ID Information;\nU.S. All Workers SSN with Form I-9 History;\nWorkers with Invalid National IDs;\nWorkers with the Same National ID;\nPre-Hire ID Information Workday Standard Report HR
HCM Human Resources: Temp SSN Notification - HR and Payroll -- ID: Argos - 744E34CE-B83C-4952-AD60-DF8A8FA3C092 Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Temp SSN Notification - HR and Payroll ID Information;\nU.S. All Workers SSN with Form I-9 History;\nWorkers with Invalid National IDs;\nWorkers with the Same National ID;\nPre-Hire ID Information Workday Standard Report HR
HCM Human Resources: Temp SSN Notification - Registrar -- ID: Argos - 803EADB1-EDAD-498D-ACD5-B71D46FC8ECC Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Temp SSN Notification - Registrar ID Information;\nU.S. All Workers SSN with Form I-9 History;\nWorkers with Invalid National IDs;\nWorkers with the Same National ID;\nPre-Hire ID Information Workday Standard Report HR
HCM Human Resources: Temp SSN Notification - Student Employment -- ID: Argos - 227DFF7C-3B69-490B-8326-EF65ABD6F84E Human Resources/Payroll.Private.Remote Work and Temp Social Notifications.Temp SSN Notification - Student Employment ID Information;\nU.S. All Workers SSN with Form I-9 History;\nWorkers with Invalid National IDs;\nWorkers with the Same National ID;\nPre-Hire ID Information Workday Standard Report HR
HCM Human Resources: Terminated Employees Report -- ID: Argos - 5A3C93D0-347A-4A5F-8FA8-50420A7F898B Human Resources/Payroll.Private.Terminated Employees.Terminated Employees Report Terminated Employees Eligible for Benefits;\nTerminated Employees with Benefits HR
HCM Human Resources: Multiple Super-Approved Time Sheet Per Quarter -- ID: Argos - BD122CEB-3044-4C0D-A2C1-3AEF10FFCCAD Human Resources/Payroll.Private.Time Sheet Transactions.Multiple Super-Approved Time Sheet Per Quarter WM Alert - Workers with Time Submitted but not Approved Clone of Workday Standard Report Payroll
HCM Human Resources: Super Approved Time Sheet -- ID: Argos - 9DAF49C1-B3C0-495D-B4F6-485066B26AA0 Human Resources/Payroll.Private.Time Sheet Transactions.Super Approved Time Sheet WM Alert - Workers with Time Submitted but not Approved Clone of Workday Standard Report Payroll
HCM Human Resources: Facilities Overtime Report -- ID: Argos - F342308F-C8D9-419B-8C8B-B3AD66AE9576 Human Resources/Payroll.Private.Timesheet Earnings.Facilities Overtime Report Payroll Costing by Organization;\nAllocation Detail by Cost Center and Ledger Account;\nAllocation Summary by Cost Center and Ledger Account Workday Standard Report HR
HCM Human Resources: High Pay Def Earnings -- ID: Argos - FE7292DB-B734-464C-A886-E39148450F09 Human Resources/Payroll.Private.Transaction Payroll Audit.High Pay Def Earnings Bonus and One-Time Payments;\nCompensation Changes;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOne-Time Payment History;\nOne-Time Payments Eligible for Clawback;\nOut of Order Compensation Changes;\nWorker Change History Report Workday Standard Report HR
HCM Human Resources: High Pay Positions -- ID: Argos - 3D4258E6-2C42-42C3-89FE-0F09FFEB6936 Human Resources/Payroll.Private.Transaction Payroll Audit.High Pay Positions Bonus and One-Time Payments;\nCompensation Changes;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOne-Time Payment History;\nOne-Time Payments Eligible for Clawback;\nOut of Order Compensation Changes;\nWorker Change History Report Workday Standard Report HR
HCM Human Resources: Lump Sum Report -- ID: Argos - 56F8BAD5-A3DB-42F0-80FC-210D4EE74E4F Human Resources/Payroll.Private.Transaction Payroll Audit.Lump Sum Report Bonus and One-Time Payments;\nCompensation Changes;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOne-Time Payment History;\nOne-Time Payments Eligible for Clawback;\nOut of Order Compensation Changes;\nWorker Change History Report Workday Standard Report HR
HCM Human Resources: Student Employment Report -- ID: Argos - 253AE64C-AF17-4BF0-A76C-F3E2736665CA Human Resources/Payroll.Private.Transaction Payroll Audit.Student Employment Report Bonus and One-Time Payments;\nCompensation Changes;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOne-Time Payment History;\nOne-Time Payments Eligible for Clawback;\nOut of Order Compensation Changes;\nWorker Change History Report Workday Standard Report HR
HCM Human Resources: Upload Data - Lump Sum Reporting -- ID: Argos - 04827DA7-61F1-4F0E-A2B9-68A0D39A548B Human Resources/Payroll.Private.Transaction Payroll Audit.Upload Data - Lump Sum Reporting Bonus and One-Time Payments;\nCompensation Changes;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOne-Time Payment History;\nOne-Time Payments Eligible for Clawback;\nOut of Order Compensation Changes;\nWorker Change History Report Clone of Workday Standard Report HR
HCM Human Resources: YTD Overtime Pay Report -- ID: Argos - 20C823CD-233E-4F4E-B6D5-A4208F9524D2 Human Resources/Payroll.Private.YTD Overtime Report.YTD Overtime Pay Report Payroll Costing by Organization;\nAllocation Detail by Cost Center and Ledger Account;\nAllocation Summary by Cost Center and Ledger Account Workday Standard Report HR
HCM Human Resources: I9 Exception Reporting Report -- ID: Argos - 56479ADE-3957-4547-B6AE-D1FDE2F9261E Scheduled Processes.I9 Exception Reporting.I9 Exception Reporting Report Audit Form I-9;\nAudit Form I-9 Receipts;\nForm I-9 Audit Trail;\nForm I-9 Internal Audits;\nForm I-9 Process Status;\nMass Print Form I-9 for Workers;\nU.S. All Workers SSN with Form I-9 History;\nU.S. Electronic Form I-9 Verifications;\nU.S. Employees with Form I-9 Expiring Documents;\nU.S. New Hires Missing an Electronic Form I-9;\nView Form I-9 for Worker Workday Standard Report HR
HCM Human Resources: A&S Faculty Notification 12 mo (Do not schedule) -- ID: Argos - 635E246D-129F-47EB-9671-5042AD9AF5BD Scheduled Processes.Salary Notification FY24.A&S Faculty Notification 12 mo (Do not schedule) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: A&S Faculty Notification 9 mo (TO BE SENT) -- ID: Argos - D7FA51BB-9C81-4D38-A2E2-7A121EC6B44A Scheduled Processes.Salary Notification FY24.A&S Faculty Notification 9 mo (TO BE SENT) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: A&S Faculty Notification LWOP (TO BE SENT) -- ID: Argos - 68C254DC-383F-4BE6-93C2-B3A192AD529B Scheduled Processes.Salary Notification FY24.A&S Faculty Notification LWOP (TO BE SENT) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: GRI Salary Increase Notification - No Bonus (Do not schedule) -- ID: Argos - ABF832B4-F4E0-463A-82A2-94860E832791 Scheduled Processes.Salary Notification FY24.GRI Salary Increase Notification - No Bonus (Do not schedule) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Salary Increase Notification - No Bonus (Do not schedule) -- ID: Argos - 6EDFBF96-C0DF-4154-A687-8D0C978185A4 Scheduled Processes.Salary Notification FY24.Salary Increase Notification - No Bonus (Do not schedule) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Salary Increase Notification Bonus (Do not schedule) -- ID: Argos - B46B0C6D-06B7-49AB-827C-47439B1F1B7D Scheduled Processes.Salary Notification FY24.Salary Increase Notification Bonus (Do not schedule) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Salary Increase Notification LWOP (DO NOT SEND) -- ID: Argos - CC79F9B7-F368-4325-A8AF-7943216F7281 Scheduled Processes.Salary Notification FY24.Salary Increase Notification LWOP (DO NOT SEND) View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: A&S Faculty Notification -- ID: Argos - D083FC77-D018-4D9B-9E40-BE9EB0A0C0DB Scheduled Processes.Salary Notification.A&S Faculty Notification View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: A&S Faculty Notification LWOP -- ID: Argos - 1FC58A00-8F87-4AD5-829B-258C54261612 Scheduled Processes.Salary Notification.A&S Faculty Notification LWOP View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Salary Increase Notification -- ID: Argos - F014BABB-7F96-4A77-8877-FBEC1082488A Scheduled Processes.Salary Notification.Salary Increase Notification View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Salary Increase Notification LWOP -- ID: Argos - FC9F95E2-0748-4C1E-A513-607192FB498F Scheduled Processes.Salary Notification.Salary Increase Notification LWOP View Compensation Review Statements Workday Standard Report HR
HCM Human Resources: Total Compensation Statement -- ID: Argos - 6B928E10-0A8C-4864-A743-44B05CAF8671 Scheduled Processes.Total Compensation Statement 2023.Total Compensation Statement Total Rewards;\nView Total Rewards Export Workday Standard Report HR
HCM PeopleAdmin - C&C: Pending Action (status and count of C&C reviews) PeopleAdmin Compensation Analysis;\nCompensation Changes;\nCompensation Spreadsheet;\nCompensation Summary;\nCompare Workers;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOut of Order Compensation Changes Workday Standard Report HR
HCM PeopleAdmin - C&C: Position Activity PeopleAdmin Compensation Analysis;\nCompensation Changes;\nCompensation Spreadsheet;\nCompensation Summary;\nCompare Workers;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOut of Order Compensation Changes;\nView All Positions Workday Standard Report HR
HCM PeopleAdmin - C&C: New Positions PeopleAdmin Compensation Analysis;\nCompensation Changes;\nCompensation Spreadsheet;\nCompensation Summary;\nCompare Workers;\nEmployee Compensation Audit;\nIn Progress Compensation Changes;\nOut of Order Compensation Changes Workday Standard Report HR
HCM PeopleAdmin - TAT: Applicant Demographics PeopleAdmin Pre-Hire Demographics by Organization Details Workday Standard Report HR
HCM PeopleAdmin - TAT: Veteran Questions PeopleAdmin Employment Demographics;\nPre-Hire Demographics by Organization Details;\nVeteran Hire Benchmark;\nVETS-4212;\nVETS-4212 Monthly Headcount for Minimum and Maximum Workday Standard Report HR
HCM PeopleAdmin - TAT: Hiring Proposals (status and count of HPs) PeopleAdmin Job Requisition Aging;\nJob Requisition Aging - Indexed;\nJob Requisitions with Masked Recruiting Override;\nManage Job Requisitions - Indexed Workday Standard Report HR
HCM PeopleAdmin - TAT: Referral Sources PeopleAdmin Internal Sourced Candidates;\nReferrals;\nReferral Activity Leaderboard;\nReferrals Without Job Applications;\nSource Effectiveness;\nSource to Pipeline Workday Standard Report HR
HCM PeopleAdmin - TAT: Affirmative Action Plan Reporting PeopleAdmin Employment Demographics;\nEmployment Equity Report;\nGender Equality Report;\nHires by Race and Gender;\nLabor Movement Report;\nNew Hire Employment;\nPromotions by Race and Gender;\nPre-Hire Demographics by Organization Details;\nEEO-1 Component 2 Employee Data;\nEEO-1 Component 2 Employee Data by Establishment or Location;\nEEO-1 Employment Data;\nEEO-1 Employment Data - Performance Enhanced;\nEEO-1 Employment Data Audit;\nEEO-1 Employment Data by Establishment or Location;\nEEO-3 Members;\nEEO-4 Full-Time Employees;\nEEO-4 New Hires;\nEEO-4 Other Than Full-Time Employees;\nEEO-5 New Hires Full-Time;\nEEO-5 Staff by Employee and Time Type Workday Standard Report HR
HCM PeopleAdmin - TAT: Time to Fill PeopleAdmin Trending Time to Fill Critical Positions;\nTrending Time to Fill Critical Positions - Indexed;\nAverage Time to Fill Positions Workday Standard Report HR
HCM All Salaries and All Positions.txt HR - SQL WM All Salaries; \nWM View All Positions Clone of Workday Standard Report HR
HCM Benefits - PTRBDCA Health Plans Options and Amounts.sql HR - SQL All Deductions Workday Standard Report HR
HCM Budget - NBAJOBS and Funding with Tenure Records.sql HR - SQL Will be replaced by available WD reports, worklets, or dashboard Workday Standard Report HR
HCM Budget - Vacancy Rate.sql HR - SQL Vacancy Savings by Cost Center Workday Standard Report HR
HCM Cardinal Audit Queries.sql HR - SQL - Cardinal WM HR Cardinal Audit Active Employees Position and Salary;\nWM HR Cardinal Audit Inactive Employees Custom Report HR
HCM CHRO Trx Team Metrics.sql HR - SQL Staffing Activity Summary;\nView User Activity Workday Standard Report HR
HCM GOAMEDI - Disability.sql HR - SQL Count of Workers with Disabilities Workday Standard Report HR
HCM HR Fact Book.sql HR - SQL Headcount;\nHeadcount Analysis;\nHeadcount Analysis for My Organizations Workday Standard Report HR
HCM NBAJOBS and Base Job.sql HR - SQL WM All Active Employees Clone of Workday Standard Report HR
HCM NBAJOBS and Default Earnings.sql HR - SQL Bonus & One-Time Payment History;\nBonus and One-Time Payments;\nOne-Time Payment History;\nOne-Time Payment Plan;\nOne-Time Payments Eligible for Clawback Workday Standard Report HR
HCM NBAJOBS and Labor Distribution.sql HR - SQL All Workers Costing Allocations Workday Standard Report HR
HCM NBAJOBS and PEAFACT.sql HR - SQL View Academic Affiliate Contact Information;\nView Affiliate History;\nView Affiliate History by Category;\nAcademic;\nAcademic Faculty - Time in Rank;\nAcademic Tracks by Academic Unit;\nAcademics by Gender / Ethnicity;\nAcademics by Track Type / Rank;\nAcademics Tenured in This Academic Year;\nAppointee Work Status By Period;\nAudit - Employee Academic Pay Settings;\nEmployee Academic Pay Settings by Organization;\nFind Academics;\nNamed Professorship Detail Report;\nNamed Professorship Detail Report by Academic Units and Subordinates;\nProbationary End Date Extensions;\nTenure Track Academics;\nTime in Rank;\nTime on Tenure Track;\nTime to Tenure;\nUpcoming Academic Reviews;\nUpcoming Tenure Probationary End Dates;\nUpcoming Appointment End Dates;\nView All Appointments for Academic Unit Hierarchy;\nView All Appointments for Appointee;\nView All Named Professorships;\nView Instructor Course Section Load;\nView Non-Instructional Days;\nWork Status for Academic Unit;\nYears Tenured Workday Standard Report HR
HCM PDADEDN.sql HR - SQL Pay Calculation Results for Worker;\nYTD Payroll Totals for Workers;\nCompare Periods for Worker;\nView Flexible Payments and Deductions Workday Standard Report HR
HCM PEAEMPL.sql HR - SQL Worker Profile Workday Standard Report HR
HCM PEALEAV.sql HR - SQL Accrual and Time Off Adjustments/Overrides;\nLeave Results for Organization;\nLeave Results for Worker Workday Standard Report HR
HCM PEAREVW - Telework (now captured in PEAEMPL SDE).sql HR - SQL Workers with Flexible Work Arrangements Workday Standard Report HR
HCM PEIEHIS.sql HR - SQL Worker Change History Report;\nWorker's Job History Workday Standard Report HR
HCM PEILHIS.sql HR - SQL Accrual and Time Off Adjustments/Overrides;\nCalculated Balances for Organization (by Worker);\nTime Off Results Detail;\nTime Off Results Summary Workday Standard Report HR
HCM PHIACCR.sql HR - SQL Accrual and Time Off Adjustments/Overrides;\nCalculated Balances for Organization (by Worker);\nTime Off Results Detail;\nTime Off Results Summary Workday Standard Report HR
HCM PHRHIST and PHRDEDN - Covered Payroll for Financial Reporting.sql HR - SQL Payroll Costing by Organization;\nAllocation Detail by Cost Center and Ledger Account;\nAllocation Summary by Cost Center and Ledger Account Workday Standard Report HR
HCM PPAIDEN.sql HR - SQL Personal Information;\nProposed/Current Personal Information Changes Workday Standard Report HR
HCM PTRBDCA.sql HR - SQL All Deductions;\nAll Pay Component Groups Workday Standard Report HR
HCM PTREARN.sql HR - SQL All Earnings;\nAll Pay Component Groups Workday Standard Report HR
HCM PTRUSER and NTRAPRX - Proxy Clean Up.sql HR - SQL Current Delegations Workday Standard Report HR
HCM Service Awards.txt HR - SQL Headcount by Years of Service Workday Standard Report HR
HCM Timesheets - Proxies.sql HR - SQL Current Delegations Workday Standard Report HR
HCM PWRDERR WM Payroll Error Report Payroll Audit Exceptions - WD (Delivered Report) Workday Standard Report Payroll
HCM PWRMDED Find Missing Deductions View Workers with Missing US Tax Elections; \nActive Employees Missing Benefit Elections Workday Standard Report HR
HCM PWRVETS Vets100A report - Annual veteran reporting WM Annual Veterans (VETS-100) Custom Report HR
HCM PWRVNHR Virginia New Hire Report WM Virginia New Hire Reporting Custom Report HR
HCM Cardinal Payroll Health File of health premiums downloaded from Cardinal by Payroll, reconciliation process compares and produces a report that is sent to BES with explanation of discrepancies > PWRCHFR.\n\nPWPCARD creates the .dat file that Data Control picks up. Benefits Premium Report - Health Care;\nWM Health Deductions Payroll Results Lines;\nWM Journal Lines Healthcare Deductions for Last Completed Payroll;\nWM Journal Lines Healthcare Deductions for Last Completed Payroll - Aggregated by Company and Type Custom Report Payroll
HCM VRS Snapshot Reconciliation Report (PWRSNAP) Downloading files from VRS of expected retirement contributions (PWRSNAP), these are then loaded to a temp table in Banner and used to compare to Payroll data. The differences are generated to a discrepancy report for analysis. WM Journal Lines VRS Deductions for Last Completed Payroll;\nWM Workers Benefit Elections Enrolled as of Date Custom Report HR
HCM Benefits Worker IDs WM All Worker IDs Clone of Workday Standard Report HR
HCM PWRFLEX Cardinal/Inspira Payroll Flex WM Flex Inspira Payroll Results Lines;\nWM Journal Lines Inspira Flex Deductions for Last Completed Payroll;\nWM Journal Lines Inspira Flex Deductions for Last Completed Payroll - Aggregated by Company and Code Custom Report Payroll
HCM Student: Enrollment Management -- Primary Instructor Overview Assess enrollment and credit hour trends by unit, course, or instructor (Fall 2006 to present). Includes enrollment fill rates, collapsed cross-listed counts and enrollments, COLL curriculum participation, and instructors with rank and tenure. Explore trends over time for courses taught, enrollment by tenure category, cross-listed collaborations, and faculty teaching outside of their home unit. All Academic Appointments Workday Standard Report Provost
HCM Student: Enrollment Management -- Primary Instructor without HR Record Assess enrollment and credit hour trends by unit, course, or instructor (Fall 2006 to present). Includes enrollment fill rates, collapsed cross-listed counts and enrollments, COLL curriculum participation, and instructors with rank and tenure. Explore trends over time for courses taught, enrollment by tenure category, cross-listed collaborations, and faculty teaching outside of their home unit. All Academic Appointments Workday Standard Report Provost
HCM Student: Enrollment Management -- Instructors Assess enrollment and credit hour trends by unit, course, or instructor (Fall 2006 to present). Includes enrollment fill rates, collapsed cross-listed counts and enrollments, COLL curriculum participation, and instructors with rank and tenure. Explore trends over time for courses taught, enrollment by tenure category, cross-listed collaborations, and faculty teaching outside of their home unit. All Academic Appointments Workday Standard Report Provost
HCM Quarterly VA Unemployment filing to VEC Tax Filing Quarterly Data for Workers;\nTax Filing Quarterly Data by Company;\nPrompting for Payroll Tax Authority VA and Taxes SUI (ER) Clone of Workday Standard Report Payroll
HCM PWPMOPL - Minnesota Life - Optional life payroll deductions Minnesota Life - Optional life payroll deductions\nThis report is run after each payroll and uploaded to Minnesota Life for the amounts collected. WM Optional Life Insurance Custom Report Payroll
HCM Withholding Order Reference IDs by Employee Report A reference ID lookup for all withholding orders to be used to populate IDs into the Payroll History file Withholding Order Reference IDs by Employee Workday-Delivered Custom Report Payroll
HCM Enrollment Management Analysis: Course Overview Assess enrollment and student credit hour trends by unit or course. Includes high level analytics with drill down options from School to Department to Courses. All Academic Appointments Workday Standard Report Provost
HCM Salaried exempt employees with additional hourly jobs Salaried exempt employees with additional hourly jobs WM Exempt Employees with Additional Hourly Jobs Custom Report Payroll
HCM Benefit Annual Rate (BAR) Report Validation Report WM Benefit Annual Rate (BAR) Custom Report HR
HCM Creditable Compensation Memo This report will be used to report on creditable compensation as of the report prompt effective date. The user running this report needs to update the prompt date to be the first business day of the month (FBD). The creditable compensation amount becomes the credit memo EIB that Payroll will load each pay period. WM Creditable Compensation Memo Payroll Input Custom Report HR
HCM All Academic Appointments Accesses Academic Appointment as the primary object and returns one row for every update made to an appointment track. Includes all historical and future appointment changes for all active and inactive appointment tracks. Does not contain any built-in prompts. Use this data source to report on all academic appointment details. Add a sort to group historical appointments by track. Add a filter to select only the current appointment row. All Academic Appointments Workday-Delivered Custom Report Provost
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