On July 1, 2021, Workday will go live for both Finance (FIN) and Human Capital Management (HCM).  Below are Arts & Sciences FIN specific documents to aid in the transition to Workday.  Please contact Angela Jeremias if you have questions on policies and procedures. 

Policies and Procedures

1. Dean's Office Document Approval Guidelines
2. Instructions - How to Add Approvers

FDM

1. A&S Cost Center Hierarchies
2. A&S Designated Reserves (former 68funds)
3. Function Worktag Definitions 
4. Non-Capital Projects Checklist - How to Create/Fund
5. Designated Reserve Transfer Instructions
6. Workday Revenue & Expense Ledger Appendix

Reporting

1. A&S Workday Report Quick Reference Guide 

Angela Jeremias

angela_jeremias@wustl.edu
Director, Budgeting and Accounting
205 South Brookings
314-935-6399

Contact Angela to discuss:

Non-payroll document approval
Budgetary policy issues
Budget questions and requests
Fiscal year closing policies & procedures
Special funding requests
Requests for cost-sharing
Overhead waivers
Interdepartmental & interschool issues
Endowment & gift accounting questions
Long-range planning questions
Research accounts
Budget questions and requests
Budgetary policy issues
Budget and financial reporting needs
Cognos questions and access
New account requests
Training requests
Research accounts

The A&S Finance Cluster

The A&S Finance Cluster supports operational, budgetary, and financial accounting. Among other responsibilities, the cluster processes financial transactions, assists with financial reporting, gift reporting, post-award management needs, and, in some cases, student billing. The Finance Cluster works closely with department chairs and program directors, faculty members, and departmental staff.