January 28, 2021

ForPresentation Slides(PPT)
For Recorded Session
ForQ&A  

Topic Presenter Recording start
Grants & Contracts Accounting: who we are, website Josh Rosenberg 0:02:35
Workday Grants Reporting: SPONSORED AWARD BUDGET EXPENSE REPORT (SABER), Tips and Tricks, Helpful Reports, Service Now, Knowledge Articles Serena Simpson 0:05:30
Commitment Accounting Reports: types, Monthly Project Detail Report, Demo, Employee Cost Detail Report, Undesignated Sponsored Justification Report, Ad Hoc Salary Detail Lite Report, Demos Terryl Barnes 0:14:30
AWARD – Overview/Summary, Funding, Award Lines, GT Award Lines Custom Objects Class, Award Budget, Budget Amendments, Billing and Receivables; GRANT - Overview, Related Worktags, Roles, Prior Year Salary Cost Transfers; Examples - Cost Details, ASR, Location for Backup Documents Doug Feller 0:37:30
Request Framework – Create New Request, New Award Line/Grant; Closing PO Obligations; Cost Share Progress Report Gabrielle Slappey 0:54:15
G&C Process for Loading Cost Share Budgets Glenn Campopiano 1:00:30
Audit Climate & Cost Transfers over 90 Days Compliance Cassandra Belton 1:04:45
High Performance Computing (HPC) Cost Model, Workday – HPC New Ledger Accounts, Proposal Budget – Initial Details Jonathon Jeffries 1:17:25

 

February 25, 2021

For Presentation Slides(PPT)
For Recorded Session
ForQ&A 

Topic Presenter Recording start
Grants & Contracts Accounting team, website Josh Rosenberg 0:02:10
Effort Reporting and the NIH Salary Cap, Internal Audit Performed Fall FY21: Seven areas of concern; NIH Salary Cap: Calculation, Tools to Measure, Best Practices; ASRs for Terminating Employees Josh Rosenberg, Jonathon Jeffries 0:05:05
Timing of Journal Entry for Tuition Remission on Cost Share, Participant Support Audit Recommendation, Participant Support Audit Response Cassandra Belton 0:30:20
Workday Grants Reporting: SPONSORED AWARD BUDGET EXPENSE REPORT (SABER), Tips and Tricks, G&C Participant Support Transaction Detail - GTCR, GT Award Exception Report, PI Quick View, Demo Serena Simpson 0:40:05
Inactivation of Awards, Service Now - award closing steps Doug Feller 0:55:25
Request Framework – Create New Request, New Award Line/Grant Gabrielle Slappey 0:59:10
G&C Award Invoicing, Process for Invoicing Sponsored Projects - Cost Reimbursable, Fixed Price, Sub-awards - invoicing and payments; Meeting Cost Share Glenn Campopiano 1:02:35
Training Updates Rob Roy 1:07:40

 

March 25, 2021

ForPresentation Slides(PPT)
ForReport list
For Recorded Session
ForQ&A 

Topic Presenter Recording start
Research Trends, General G&C Updates Josh Rosenberg 0:02:10
FY22/F23 F&A Rates, Terminating Employee ASR, Process Jonathon Jeffries 0:14:40
Monitoring Cost Share, GT RPT Cost Share Fund in Progress , Glenn Campopiano 0:21:45
AWARD – Overview/Summary, Funding, Award Lines, GT Award Lines Custom Objects Class, Award Budget, Budget Amendments, Billing and Receivables; GRANT - Overview, Related Worktags, Roles, Prior Year Salary Cost Transfers; Examples - Cost Details, ASR, Location for Backup Documents Gabrielle Slappey 0:26:10
Workday Grants Reporting: SABER Reports, Tips and Tricks, Helpful Reports, Service Now, Knowledge Articles, Demo Serena Simpson 0:37:10

 

April 29, 2021

ForPresentation Slides(PPT)
For Recorded Session
ForQ&A 

Topic Presenter Recording start
Research Trends, General G&C Updates Josh Rosenberg 0:02:15
Procurement and PCard Update, Supplier Accounts and Travel, Accounts Payable Deadlines, Travel & Expenses Deadlines, Spend Authorizations, Prepaid Expenses, Travel & Expense Internal Audit Review, Unused Airfare Tickets; Property Control and Inventory Frans Barends 0:22:10
Year End Effort Compliance - NIH, Year End Effort Compliance - NSF, Year End – ASR Update, Terminating Employee ASR - Process, Year End – Service Center Carry Forward Jonathon Jeffries 0:09:45
Compliance Tips for Cost Transfers >= 90 Days Cassandra Belton 0:40:40
Grants and Contracts Accounting - Requests, Deadlines, Grants Reports Glenn Campopiano 0:47:30
Commitment Accounting Reports: types, Monthly Project Detail Report, Demo, Employee Cost Detail Report, Undesignated Sponsored Justification Report, Ad Hoc Salary Detail Lite Report, Demos Kimberly Short, Jason Cole 0:49:30
Workday Grants Reporting: SABER Reports, Differences, Drill-down for Details, Tips and Tricks Amy Zhang 1:11:55
Upcoming RA Training Updates Rob Roy 1:18:05

 

May 19, 2021

ForPresentation Slides(PPT)
For Recorded Session
ForQ&A 

Topic Presenter Recording start
Research Trends, General G&C Updates Josh Rosenberg 0:01:45
Audit Corner: Rebudgeting Risks Cassandra Belton 0:06:20
FY21 Key Year-End Reminders, FY21 High Level Closeout Schedule, FY21 High Level Closeout Schedule Carol Gibson 0:14:45
Workday Grants Reporting:Clearing Invoices In Match Exceptions, What causes Match Exceptions: Change Orders Required, Receipts or Approval, How to clear out invoices in match exception Abbie Coker, Julie Beattie 0:24:50
Meet the Team, Overview, Reminders , Find Award Analyst or Accountant, Quick Stats Gabrielle Slappey 0:30:55
Year End Effort Compliance - NIH, Year End Effort Compliance - NSF, Year End – ASR Update, Terminating Employee ASR - Process, Year End – Service Center Carry Forward, Fringe and GSTRP Rate Studies, GTRI/RI Exchange of Services/Admin Study Jonathon Jeffries 0:38:10
Grants and Contracts Accounting - Legacy Grants Management, CIS – WebWise - Ad Hoc: Awards: Summary Requests; 2 CFR 200 Definitions of Budget Period and Period of Performance Glenn Campopiano 0:49:40
Workday : Latest News, Release, Community; ServiceNow; Don Cochran 0:57:00
Workday Grants Reporting: SABER (New), Drill-down for Details, Tips and Tricks Amy Zhang 1:06:20
Training Updates Rob Roy 1:14:30

 

June 24, 2021

ForPresentation Slides(PPT)
For Recorded Session

Topic Presenter Recording start
Welcome, Research Stats, Positions, Billing/Reporting Updates Josh Rosenberg 0:01:50
GIFT Management, Sub invoicing/Payment Gabrielle Slappey 0:08:30
Compliance and Audit Update Cassandra Belton 0:12:10
Effort Reporting, Fringe Rates, Costing Jonathon Jeffries 0:16:55
Year End Close, Helpful Worklets and Reports Amy Zhang 0:25:35
Training Update Rob Roy 0:34:40