Grants Management in Workday
Workday is the university’s information system for human resources, financial operations, procurement, expenses, and grants. Workday is a cloud-based ERP solution that provides enhanced accessibility, an intuitive UI, self-service tasks for employees and managers, integrated business processes on financial and human resources tasks, and data transparency to drive decision making.
Workday supports principal investigators, administrators, and staff by providing insights across finance, payroll, HR and planning for grants users. Grant management through Workday eliminates reporting errors, losses from unspent funds, and the risks associated with noncompliance – providing transparency into stuck processes and a clear audit trail of what occurred.
Through Workday, there is full visibility on an award into terms and conditions, dates, balances, and more to ensure PIs that all grant requirements are met. PIs can see costs and revenue in real time for a complete view of financial position on awards in order to control unnecessary spending. Workday also provides the ability to ensure that individuals have met their commitments to a sponsored project and their wages are commensurate with their work for effort certification.
Job Aids
Award Overview goes through information and location on the actual award in Workday.
Compensation (Effort) Certification includes “How-To” video
Find My Subawards for PIs with subawards. Provides information on subawards by award, subrecipient total contract amount, remaining balance and months remaining.
FIT – Award Budget Vs Actuals – PI report. This report allows PIs to view their budget to actuals data based on award. Will only work for PIs based on Workday security.
FIT – Award Budget Vs Actuals – Co-PI report. This report allows co-PIs to view their budget to actuals data based on award. Will only work for co-PIs based on Workday security.
Award Overview – This job aid will provide guidance on information contained on an award.
For questions regarding balances on awards, please contact your grant accountant.
| College/Department | Grant Accountant |
|---|---|
| Aerospace, Physics and Space Sciences (APSS) | Manfang Xu |
| Biomedical and Chemical Engineering and Sciences (BCES) | Manfang Xu |
| College of Aeronautics | Zach Taylor |
| College of Psychology and Liberal Arts (CoPLA) | Jen Formigoni |
| Computer Engineering and Sciences (CES) | Zach Taylor |
| Harris Institute for Assured Information | Jen Formigoni |
| Mathematics and Systems Engineering (MSE) | Manfang Xu |
| Mechanical and Civil Engineering (MCE) | Zach Taylor |
| Nathan M. Bisk College of Business | Jen Formigoni |
| Ocean Engineering and Marine Sciences (OEMS) | Jen Formigoni |
| weVENTURE | Jen Formigoni |
| WFIT Radio Station | Jen Formigoni |
Grant Accountant Contacts:
Jen Formigoni: jformigoni@shorinji-kempo.net; 321-674-7276
Manfang Xu: mxu@shorinji-kempo.net; 321-674-7279
Zach Taylor: ztaylor@shorinji-kempo.net; 321-674-7418