UW Finance Transformation (UWFT) is working to support the launch to Workday Financial in July 2023. This redesign of our finance-related policies and processes, with the help of new technology will increase transparency, integrity and synergy. The transformation to a single financial system of record for all of UW will enable teams to reduce risk through predictable, real-time, and informed decisions.
More information about the program, updates, and training opportunities are listed below and will be updated in the future.
Questions about UWFT? Contact our team at tacfiscal@uw.edu.
Enterprise Resources
Glossary of Workday and FT Terms
FDM Translator
Note: This resource is currently out of date. Please reference the Budget to Work Tag Mapping workbook for the most up to date values. Use this tool to translate between legacy finance chart of accounts (org code, budget, etc.) to the future state FDM; for remediation, conversions and integrations.
Accounting Worktags
Includes detail on revenue categories, revenue category hierarchies, spend categories, spend category hierarchies, and spend category attributes.
Resource Fund Relationships
Includes detail on fund and resource types, including which resources are associated with what funds.
Current State to Workday Finance Crosswalk
A job aid meant to help connect current state tasks, terms and functionality to what it will be in the future state Workday Finance system.
For more information, visit the UWFT Change Network.
Tacoma Focused Resources
Cost Center Hierarchy
Visual representation of cost center and cost center hierarchy relationships including RefIDs and cost center manager assignments that will be used at go-live.
Worktag and Hierarchy Workbook
Data representation of cost center and cost center hierarchy relationships. Includes listing of all mapped program, activity, and assignee worktags.
Budget to Worktag Mapping
Associates all current budget numbers to worktag values. Includes values that will be used for balance conversion and Workday processing.
Mapped Security Roles
Listing of all mapped Security Roles that will be enabled at go-live.
Security Roles to Training Courses
Listing of training courses by security role. Roles assigned after go-live are not assigned on Bridge but available on the UW Connect Finance Portal.
June 2023 Foundational Data Model (FDM) Presentation
Slide Deck, Recording, Questions & Answers
August 2023 Process Focused Workshop -- Reporting
Slide Deck, Recording
August 2023 Process Focused Workshop -- Procurement
Slide Deck, Recording
Finance Transformation Update for UW Tacoma - May 2022
Finance facilitated a series of stakeholder engagements in early May to provide updates on Finance Transformation. Change Manager Megan Younkin presented updates from the program team, and we held time for open questions and answers.
Resources: Slide Deck, Presentation Recording, Presentation Transcript
- UWFT Program Objectives & Timeline
- Shared Environment Overview
- What We Know / What We Don’t Know Yet
- End-User Engagement (What’s Coming and When?)
- Where to Go For Additional UWFT Information
Workday Core Concepts: Security - March 2022
Resources: Slide Deck, Presentation Recording
- Introduce how security roles are implemented
- Provide information on Employee Mapping Tool, assisting with assignment of security roles
Workday Core Concepts: Business Processes - November 2021
Resources: Slide Deck, Presentation Recording
- Introduce processes -- steps required to accomplish tasks across functions
- Demonstrate examples of business processes in Workday Financial
Workday Core Concepts: Foundation Data Model (FDM) - August 2021
Resources: Slide Deck, Presentation Recording
- Basics of the FDM which will replace our current chart of accounts
- Workday definitions and demonstrations
Financial Transformation Overview for UW Tacoma - March 2021
Resources: Slide Deck, Presentation Recording
- Providing a high-level overview and update on program activities
- Introducing key concepts that will be expanded on in future sessions
- Providing resources and previewing upcoming engagement and training activities
- Identifying pending program decisions will determine future-state workflows
