Cardinal

Journal Posting: Journals approved through the Approval Tile or GL WorkCenter (under My Approvals) post automatically upon approval. Journals approved directly on the Journal Entry page (Approvals tab) require manual posting or will post during the nightly batch process. 

Expense Reports: Process and navigation steps have changed. Access the AP315A Creating and Managing Expense Reports job aid for updated instructions.

Human Resources: A new Manage Human Resources tile provides a centralized hub for accessing core HR pages, replacing previous NavBar navigation. Review the Human Resources Enhancements Quick Reference Guide for more information.

Time and Attendance: Timesheet layout has been updated and a new Manage Absence page is now available. Learn more about these enhancements by reviewing the Timesheet & Absence Entry Enhancements Quick Reference Guide or viewing the available videos.

 

Approval and Delegation Tiles: 

Financials

Approvals and Delegations can now be accessed via new tiles on the Cardinal Financials Homepage. Available for General Ledger, Accounts Payable, Expenses, and Procurement approvals.

• The Delegation Tile replaces the Alternate User ID and allows you to select different users for different transactions vs. one user for all types of transactions.

• The Worklist is now replaced by the new Approvals tile.

Refer to the Delegating Approvals in Cardinal Financials job aid for more details.

HCM

A new Delegation tile is available for Supervisors and Delegation Administrators to create and manage time and absence delegations.

Refer to the TA372 Delegation Administration and TA373 Delegation Administration for Supervisors job aids for more details.

Approvals Monitor: A new Approvals Monitor page is available in HCM to track pending time and attendance workflow items.

WorkCenters are now the featured navigation option for most functional areas in Financials and HCM. 

• Note on initial load time: WorkCenters may load slightly slower the first time you open them after the upgrade.
• Default Filters: Some WorkCenter filters are pre-populated, adjust them as needed for your daily tasks.

To learn more about WorkCenters, explore these Cardinal HCM and Financials resources:

• Videos: Cardinal HCM WorkCenters | Cardinal Financials WorkCenters 
• Job Aids:  Overview of the Cardinal HCM WorkCenters | Overview of the Cardinal Financials WorkCenters