The Office of the Controller continues to improve and refine Workday Worktag functions based on user needs and feedback. The latest improvement: dividing Project Worktags and converting some into new Financing Source Worktags.
“Several departments needed to use more than one Project Worktag type for their request, but in the previous interface users could not select multiple options,” said Terri McLaggan, Accounts Payable and Corporate Card manager. “Turning some Project Worktags into the new Financing Source Worktags was an easy way for the Office of the Controller to make Workday easier to use and more functional.”
While Worktag names will remain the same, the type has changed for some.
“If your Project Worktag was converted to a Financing Source Worktag, make sure you select the Financing Source Worktag Type in future requests,” McLaggan advised. “Otherwise, submissions could be returned for Worktag corrections.”
Other FAQs
Will this affect all Workday users?
- Yes. The new Worktag options will be used for all transactions, including payroll. All teams should review their Worktag processes and selections to maintain consistency.
What are some examples or instances in which people would need to use multiple Worktag types?
- For example, departments such as University Athletics often need to use multiple types for submissions and reporting purposes related to payroll, supplier invoice requests, bank deposits, P-card transactions, travel and reimbursements, etc.
Which project Worktags specifically have been turned into Financing Source Worktags?
- Visit the “Project | Financing Source” tab on the Workday Worktag Banner Translation Tool to see which Worktags were converted.
Will this have any impact on people who submitted requests before the change took effect?
- This will not impact previous submissions, except for the fact that those items that already posted in this fiscal year will be moved to the new Worktag.
Will this change be outlined in a new Job Aid?
- There is a new Job Aid on the Office of the Controller website.
