How to submit a billing request (for PeopleSoft users)
Use the accounts receivable system to ensure funds (including revenues and recoveries) are allocated to your area accurately and efficiently.
If you don’t use PeopleSoft, see these instructions.
How to find the My Org Finances app in Power BI
See below for instructions on how to get to the My Org Finances app in Power BI.
How do I approve an Annual Performance Review submitted by a staff member?
Once you have had an Annual Performance Review discussion and your staff member has submitted their Annual Performance Review, you will need to review it in Workday. You can ask up to two other managers to review the plan and you can add your own comments in the comment boxes provided. You can approve the plan or send back to staff to input additional information.
A manager should not make changes to their staff members’ Annual Performance Review. If changes are required, send it back to them to make the amendments. If substantial changes are required, we recommend a further discussion too.
For a video demonstration of this process, please refer to the video at the end of this help article.
How to find the My Research Funding Portal app in Power BI
See below for instructions on how to get to the My Research Funding Portal app in Power BI.
Assign a Campus Assist work request in RiskWare
You can use RiskWare to raise a Campus Assist work request that relates to a hazard or incident report, without needing to recreate the request in Campus Assist.
FireEye replacing Symantec Endpoint Protection Antivirus for University-managed computers
From Thursday 4 August 2022, a FireEye agent update will be deployed to all University-managed Windows and Mac workstations to replace the Symantec Endpoint Protection (SEP) Antivirus agent.
How do I enroll my team in a course?
As a manager you can enroll all or part of your team in a digital course, classroom or virtual classroom offering. Managers are unable to mark a course Required. That can only be done by Learning Administrators.
How do I enroll in a classroom or virtual classroom offering?
Use this process to enrol in a course offering.
A course offering is a class that is hosted by a facilitator and is scheduled for a specific date and time.
Project Budget Tool: A Front-to-Back guide to creating a project budget.
This article provides a high-level step-by-step guide to creating a project budget with the Project Budgeting Tool (PBT). Each drop-down addresses a different section of the PBT, such as the Dashboard, Project Summary, Budget Detail, Budget Summary and Year-by-Year sections. If you are looking for scheme-specific details, such as DECRA salary shortfalls, or NHMRC PSP levels, please email us at research-budget.support@sydney.edu.au
How do I cascade a goal?
Cascading goals can be a useful way to create alignment and consistency in staff PP&D goals.
There are three ways that staff can have goals cascaded to them:
- Via a University-wide goal that is already included in their goal plan by a University administrator
- By a Manager cascading one of their own goals from their approved plan
- By a Manager creating and cascading a goal
This Help Article includes instructions on how to:
- Create and cascade a goal to a staff member or your whole team
- Cascade a previously cascaded goal to a new staff member
- Cascade an existing goal to a staff member or your whole team
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