Resource and Learning Material Revisions
A list of new resources and major revisions to job aids, course materials, videos, and other resources for the Cardinal HCM and Financials applications.
Cardinal HCM Recent Revisions
| Module | Name of Resource | Resource Type | Revision Date | Summary |
|---|---|---|---|---|
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 10/22/2024 | Added a new Query (Payroll Quarterly Statistics V_PY_QUARTERLY_STATISTICS). This new query will be used to review counts of active salaried employees for each month for all paygroups other than MNP, counts of active wage employees in paygroups other than MNP, counts of salaried employees paid in each month, and counts of wage employees paid in each month. |
| Benefits | BN361_Researching Benefit Events | Job Aid | 10/3/2024 | Added a section titled "Overview of the Employee Event Detail Page" which provides detailed guidance on how to review Benefit Event information on the Employee Event Detail page. This information was brought in from a separate Job Aid in order to consolidate the pertinent information pertaining to researching Benefit Events. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 8/29/2024 | Updated the Base Pay Compare Report with significant changes. Removed the Direct Deposit To Goal Query as VSELP is no longer a Direct Deposit option. Add the Benefit field to the V_PY_DED_BALANCES Query. Updated the Base Pay Compare Report with key changes: - Removed the Direct Deposit To Goal Query (VSELP is no longer a Direct Deposit option) - Added the Benefit field to the V_PY_DED_BALANCES Query. |
| Human Resources | HR351 Cardinal Employee Data Setup and Maintenance | Course Materials | 8/13/2024 | Added a slide regarding the deletion of future dated HR transactions and the downstream impacts for triggered Benefit Events when the future dated HR transaction is a Termination. Updated the course to add a slide regarding the deletion of future dated HR transactions, downstream impacts for triggered Benefit Events for futuer dated termination HR event. |
Cardinal Financials Recent Revisions
| Module | Name of Resource | Resource Type | Revision Date | Summary |
|---|---|---|---|---|
| Accounts Payable | AP312_Payment Cash Checking Overview | Job Aid | 11/7/2024 | Consolidated the following job aids into one: AP312_Payment Cash Checking - Fund Level Processing Rules Update, AP312_Payment Cash Checking - Reports, and AP312_Payment Cash Checking - Transaction Level Overrides. |
| Accounts Payable | AP312_Creating, Using, and Updating a Template Voucher | Job Aid | 8/2/2024 | Updated job aid and title to include a new section detailing the process for updating an existing template voucher. |
| Business Intelligence | Various | Job Aids & Course Materials | 7/31/2024 | Removed Business Intelligence (BI) job aids and course materials due to the decommissioning of the application. |
| Accounts Receivable | AR326_Deleting a Deposit Control Ticket | Job Aid | 6/5/2024 | This new Job Aid provides step by step instructions on how to delete a Deposit Control Ticket. |
| Project Accounting | PA352_Creating and Maintaining Projects (VDOT) | Job Aid | 5/29/2024 | New job aid supporting the PA352_Managing Projects WBT Course. |
| Accounts Payable | Cardinal Accounts Payable and Expenses Reports Catalog | Reports Catalog | 5/23/2024 | Added several new queries: - V-AP_TRAVEL_STATISTICS (Employee Travel Statistics Query) - V_AP_EDI_SUPPLIERS_BANK (Active EDI Suppliers with Banking Query) - V_AP_PREAUDIT_DTL (Voucher Lines with CO/Legal Query) |
| Accounts Payable | Cardinal Accounts Payable and Expenses Reports Catalog | Reports Catalog | 1/18/2024 | Added the following two existing reports (previously not listed in the reports catalog): - Voucher & Expense Accrual Report (VAPR0520) - Prompt Pay Report (VAPR0525) |
| Procurement | PR344_Processing Purchase Orders | Job Aid | 9/20/2023 | Course materials and corresponding PR344 job aids were updated to include additional information on new eVA confirming order checkbox. VDOT sent communication to users responsible for managing Purchase Orders. Updated job aids include: - PR_Procurement Items (VDOT) - PR342_Create Requisitions (VDOT) - PR344_Professional Services Purchase Orders (VDOT) - PR344_Purchase Orders (VDOT) - PR344_Reconciling a WebIMS Purchase Order (VDOT) - PR344_Update ChartFields on Partially Vouchered Purchase Orders (VDOT) |
| Accounts Receivable | AR326_Reviewing and Correcting Budget Check Errors | Job Aid | 7/29/2023 | New Job Aid details the processes for reviewing and correcting Budget Check errors for Accounts Receivable Deposits. |
| Navigation | NAV220 Generating a Financials Report | Job Aid | 5/15/2023 | This job aid was updated to include Process Monitor Page changes. Reference the communication Cardinal Tech Upgrade - What to Expect in Cardinal Financials for details. |
| Accounts Payable | Cardinal Accounts Payable and Expenses Reports Catalog | Reports Catalog | 5/11/2023 | Updated the Payment Register including Offsets Report. Removed Voucher Payments with CDS (V_AP_PYMNT_VCHR_CDS) and added two new queries. - Voucher Payments with CDS and TOP - VCHR Agency Details with TOP |
| Procurement | eVA PCards and ISSP (VDOT) Resources | Course Materials, Job Aids | 5/3/2023 | The PR349_Managing PCards and ISSP Transactions (VDOT) course materials and corresponding PR349 job aids have been standardized and updated to include additional information and steps surrounding the new eVA confirming order checkbox. Details of the change were sent from VDOT to PCard holders and approvers. |
| General Ledger | GL332_Chart of Accounts Mapping | Job Aids - Excel Document | 2/10/2023 | Updated Comprehensive Annual Financial Reporting to Annual Comprehensive Financial Reporting (ACFR). |
| General Ledger | GL332_Combination Edit Details (VDOT) | Job Aids - Excel Document | 2/10/2023 | Updated Comprehensive Annual Financial Reporting to Annual Comprehensive Financial Reporting (ACFR). |
| Navigation, Reporting, Approvals | Cardinal General Ledger Reports Catalog | Reports Catalog | 2/9/2023 | Updated Comprehensive Annual Financial Reporting to Annual Comprehensive Financial Reporting (ACFR). |
| Accounts Receivable | AR326_Managing Accounts Receivable Fund Receipts | Job Aids | 1/27/2023 | New job aid on creating, processing, and finalizing a Deposit in Cardinal. |
| Navigation, Reporting, Approvals | 501 PA_Cardinal Reports Catalog PA | Reports Catalog | 1/26/2023 | Updated a PA Query based on functional changes. |
| General Ledger | GL332_Processing Journal Entries (VDOT) | Course Materials | 1/8/2023 | Updated Comprehensive Annual Financial Reporting to Annual Comprehensive Financial Reporting (ACFR). |
For a list of previously highlighted revisions download the Cardinal Resource Revisions Archive document (excel file).