More about workday locations - Yale University



More About Workday LocationsMore detailed information is found on the COA Website, including:Definitions of the Chart of Accounts (COA) segments - see the online Definitions documentUsage examples for COA segments – see the online Business Use Case documentLocations in Workday are used in many areas:HCM for a person/position building (Business Site) and room (Workspace)Financials for the assignment of assets (Business Assets) – fixed assets to buildings and MEI (moveable equipment inventory) to roomsFinancials – accounting for building and land, also known as University “plant” (building)Financials – requisition of goods - the “ship to” (building) and “deliver to” (room or building) address optionsWorkday Location data is populated based on the buildings and rooms that are part of the university’s facility/space systems. This population consists of properties owned by the University and most local lease agreements. Workday is updated monthly for any new buildings or rooms that have been added to the facility/space systems. If you are having trouble finding your building or room in a Workday drop-down list, please consult the full searchable list of values. If a room/workspace does not appear in the list of values, please consult the “Facilities locations” contacts listed below to ensure that they are appropriately reflected in the university’s facility/space systems.Certain site types will not be found in the university facility/space systems or Workday Location menu:SiteHCM ImpactFinancials ImpactMed School “session” arrangementsn/a – not the primary assignment location for positions/peopleNot in Workday LocationQuestions should be directed to School of Medicine Financial Operations.Alternate work locations (other)See Alternate Work Locations policyNot in Workday LocationOff-site research locationsn/a – not the primary assignment location for positions/peopleNot in Workday LocationTemporary exception may be granted in limited circumstances where the research partner will not procure goods – consult COA at coa@yale.edu The University’s procurement systems limit the choice of ship to locations to Yale locations or approved exceptions for off-site research locations only.? This is best practice for the verification and control of receipt of goods. Questions:Facilities locations – Beth Anderson (elizabeth.j.anderson@yale.edu) Facilities locations (Med School and West Campus only) – Mary Hill (mary.hill@yale.edu) Workday COA segments including Location – Chart of Accounts (coa@yale.edu) ................
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