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Agenda for Company Level Reporting SIG - February 3, 2014

This document outlines the agenda for the Company Level Reporting Special Interest Group (SIG) meeting held on February 3, 2014. The agenda includes discussions on proposed members, training initiatives, and project plans for both Company Level and Non-Company Level Reporting SIGs. Members will engage in informal training sessions to enhance their skills in running, validating reports, and understanding reporting structures in Workday. Planned meetings are scheduled throughout February and March, aiming to foster collaboration and knowledge sharing.

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Agenda for Company Level Reporting SIG - February 3, 2014

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  1. UR Financials Project Company Level Reporting SIG February 3, 2014

  2. Agenda • Description of the two Reporting SIG’s • Company Level Users • Proposed members • Non-Company Level Users • Proposed members TBD • Project Plan for Company Level Reporting SIG • Planned meetings • Project Plan for Non-Company Level Reporting SIG

  3. Primary purposes of the Reporting SIG’s Company Level Informal & Early Training & Know-How: • Members will receive greater demonstrations and informal training. • Members will run and review key reports. Non- Company Level Informal & Early Training: Members will receive greater demonstrations and informal training. Running & Reviewing Reports: Members will run reports and help validate key reports in Workday. Potential for Report Writer Access post Go-Live: As members become more experienced with Workday Reporting some members may be able to gain Report Writer access.

  4. Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments. Managers / Leads welcome to attend.

  5. Proposed members for Company Level SIG --- a mixture of ~ 30 members across Central & Divisional finance departments. Managers / Leads welcome to attend.

  6. Project Plan – Company Level SIG WD22 Reviewing Reports: • Run & test key reports • Stump the experts • Financial Statement definitions • Advanced report scheduling • Advanced business object details Mar Feb Apr May June  Informal Training: Accessing, running & saving report filters Introduction to scheduling reports and the W:Drive Review report book and report types Financial Statements Key Reports Introduction to report security and business objects

  7. Planned Meetings – 6 planned meetings in Feb & March. April – June meetings will be planned in the future. WD22 3 3 TBD Mar Feb Apr May June  February: Tuesday, February 18: 3 – 5 pm in Saunders Room 1301 Tuesday, February 25: 3 – 5 pm in Saunders Room 1301 Thursday, February 27: 3 – 5pm in Genesee Room at Scottsville Road (limited space) March: Week of March 3rd – during Test Cycle 3. Time and Room TBD. Tuesday, March 18: 3 – 5 pm in Saunders Room 1301 Friday, March 21: 2 – 5 pm in Genesee Room at Scottsville Road (limited space) Note: Meeting reservations to be sent out during the week of February 4th.

  8. Project Plan – Non - Company Level SIG (Note: Proposed Members TBD) WD22 Informal Training: • Accessing, running & saving report filters • Introduction to scheduling reports and the W:Drive • Review Manager Financial Reports (Monthly Ledger) • Run and Review key Reports • Advanced report scheduling Mar Feb Apr May June  Note: WD22 brings needed functionality for additional reports for Non-Company Level users.

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