Workday Transition Key Dates
Listed below are the deadlines for year-end processes and transactions that must be met in order to be recorded in the appropriate fiscal year. Please contact the appropriate office, using the email address listed below, with any questions. It is important that everyone makes every effort to meet these deadlines and process all outstanding documents within the established time frame in order to have a successful year-end close.
| Key Date | Description | Primary Contact |
|---|---|---|
| April 12, 2024 | Budget transfers Permanent budget transfers for the current fiscal year must be received in the Budget Office. |
Budget@MiamiOH.edu |
| April 19, 2024 | Remote Work Requests The last Date for submitting a request for Flexible Work to be entered in Banner is 4/19/2024. Requests submitted from 4/19/2024 to 7/1/2024 will be entered into Workday. |
employment@MiamiOH.edu |
| April 19, 2024 | Reporting Line and Title Changes - Unclassified The last date for Reporting Structure or Title changes for unclassified staff to be entered in Banner is Banner is 4/19/2024. Requests submitted from 4/19/2024 to 7/1/2024 will be entered into Workday. |
academicpersonnel@MiamiOH.edu OR employment@MiamiOH.edu |
| May 10, 2024 | Last Date for Departments to Submit Contract Review Requests for Strategic Procurement All contract review requests must be submitted to Buyway by this date for a review by Procurement. |
purchasing@MiamiOH.edu |
| May 15, 2024 | Last Date for Creating new Banner Index Codes and Fund Codes All new Banner Index code and Fund code requests (other than gift funds) must be submitted by the close of business on 05/15/2024. |
Budget@MiamiOH.edu OR generalaccounting@MiamiOH.edu |
| May 15, 2024 | Last Date to Submit Tuition Fee Waiver Requests The last day to submit your Tuition Fee Waiver Request for 2024 - 2025 is 5/15/2024. |
Benefits@MiamiOH.edu |
| May 31, 2024 | Last Date for Departments to Submit Orders via Buyway All requisition requests must be submitted to Buyway by the close of business on 05/31/24. Any requisition entered must be for goods/services delivered within FY24 and where invoices will be submitted and paid before the end of June 2024. |
purchasing@MiamiOH.edu |
| May 31, 2024 | Last Date for Departments to Submit Supplier Setup Requests All supplier requests must be submitted and approved through Formstack by the close of business on 05/31/24. |
accountspayable@MiamiOH.edu |
| May 31, 2024 | Last Date for Employees to Update Accounts Payable Direct Deposit Elections The last date for an employee to change their direct deposit information for Accounts Payable payments (Expense Reimbursements) is 5/31/24. |
accountspayable@MiamiOH.edu |
| June 7, 2024 | Last Date for Departments to Receive a Buyway Purchase Order All purchase order requests not approved and converted into a Buyway purchase order by close of business on 06/07/24 will be returned to departments with a note to submit these requests in Workday when that system launches 07/01/24. |
purchasing@MiamiOH.edu |
| June 11, 2024 | Retro-Pay Requests The last date to submit retroactive pay adjustments for FY24 is June 11. |
employment@MiamiOH.edu OR academicpersonnel@MiamiOH.edu |
| June 11, 2024 | Pride Awards in ProcessMaker The last date to submit PRIDE awards is 6/11/2024. |
employment@MiamiOH.edu OR academicpersonnel@MiamiOH.edu |
| June 11, 2024 | Special Payroll Documents The last date to submit special payment documents for FY24 payment in Banner is 6/11/2024. |
employment@MiamiOH.edu OR academicpersonnel@MiamiOH.edu |
| June 13, 2024 | Last Date for Creating new Banner Index Codes and Fund Codes for Gifts and Grants All new Banner Index code and Fund code requests for Gift funds and Grant funds must be submitted by the close of business on 06/13/2024. |
grantsandcontracts@MiamiOH.edu OR generalaccounting@MiamiOH.edu |
| June 14, 2024 | Last Date for Electronic Personnel Action Forms (EPAF) Activity in Banner Employee Self-Service All EPAFs must be submitted AND fully approved AND applied in Banner. |
Employment@MiamiOH.edu OR AcademicPersonnel@MiamiOH.edu |
| June 14, 2024 | Current and New Searches in PageUp The last date for Employment Recommendations to be submitted and approved for data entry in Banner is 6/14/24. Please contact your Human Resources/Academic Personnel representative as soon as possible for any searches that cannot be successfully completed by June 14. |
Employment@MiamiOH.edu OR AcademicPersonnel@MiamiOH.edu |
| June 22, 2024 | Last Date to Request Cash Advance, Reimbursements, Zelle, Prepaid Cards, AND Approved in Chrome River All Cash Advance, Reimbursements, Zelle, and Prepaid Cards must be requested AND approved in Chrome River by 6/22/24. All requests not approved by that date will have to be re-entered by the requester in Workday. All requests for travel after 7/1/24 should be made in Workday. |
accountspayable@MiamiOH.edu |
| June 22, 2024 | Last Date to use Pcard Please make Pcard transactions prior to 6/22/24 except for emergencies or if you are in travel status. Please reconcile as soon as transactions are available in the Chrome River eWallet. You can create multiple reconciliations if necessary. |
accountspayable@MiamiOH.edu |
| June 23, 2024 |
Budget Transfers |
Budget@MiamiOH.edu |
| June 27, 2024 | Last Date for Invoices to be Submitted AND Approved in Buyway All invoices must be submitted AND approved in Buyway by the close of business on 06/27/24. Any unapproved invoices after 06/27/24 will be returned to departments with a note to re-enter them in Workday. Any invoices due in July for goods/services should be entered in Workday when that system launches on 07/01/24. |
accountspayable@MiamiOH.edu |
| June 27, 2024 | Last Date to Submit Labor Redistributions for FY24 The last date to submit Labor Redistribution Requests for 2024 is 6/27/2024. |
generalaccounting@MiamiOH.edu |
| July 5, 2024 | Last Date to Submit Reconciliations AND Approvals in Chrome River for the June 2024 cycle and any other FY24 transactions (including P-Card, Travel Reimbursement, and Cash Advance Reconciliations) Please reconcile as soon as transactions are available in eWallet. You can create multiple reconciliations if necessary. All Chrome River reconciliations and approvals must be completed by the close of business on 07/05/24 for the June billing period. July transactions will be posted to Workday. |
accountspayable@MiamiOH.edu |
| July 5, 2024 | Unclassified Staff - June 2024 Leave Reports As we approach the end of the 2024 fiscal year, please plan to submit and approve June leave reports no later than July 5, 2024. This early submission and approval are our standard practice to ensure a timely close for the 2024 fiscal year. |
Employment@MiamiOH.edu OR AcademicPersonnel@MiamiOH.edu |