Policies and Forms
Search for policies, forms and other documents by typing a keyword, or browse by choosing the department and/or type of document from the dropdowns. You can also use the department and type tools to filter your search. This repository includes documents managed by Business and Finance as well as other helpful documents.
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| Financial Foundation Data Model Management Policy (PDF) |
University policy managed by the Office of Business and Finance |
| Title | Notes | Related Documents |
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| Additional Award Lines Template |
Use this template only to request new or edit Grant Worktags for non-OSP grants as part of the Create Request questionnaire, when multiple grants are associated with an award. These requests for new grants route for approval by the Controller's Office, creation by the Office of Sponsored Programs, and management by the units |
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| Checklist – Earnings Operation Intake |
FDM Checklist Items for Earnings Operation Intake
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| Earnings Operation Supplemental Information Template |
Use this template to provide additional details when requesting a new or editing an Earnings Operation.
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| FDM Checklist for Earnings Operation Decommissioning |
Use this checklist if requesting to decommission an earnings operation
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| FDM Handbook |
The definitive resource for all things related to the Workday FDM |
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| Procurement Spend Category Template |
Use this template for mass requests for Spend Categories, whether it be new or edits to existing values. Limited to three roles (Buyer, Commodity Manager, Procurement Administrator).
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| Title | Notes | Related Documents |
|---|---|---|
| FDM Request Process for new Worktag Values |
There are several forms inside Workday that are used to request new financial Worktag values or to request edits to existing values. Use the attached reference guide to determine which Workday form is appropriate to use. If requesting an inactivation, you will follow the instructions on the Inactivation Checklist in addition to submitting your form. Additional instructions are contained within the reference guide to help you. |
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