Policy Updates

With the implementation of Workday, the University has updated sevearl policies which will be available in the Policy Library. These policy updates include:

• University Identification Card Policy
  • This is a new policy that describes the UR ID as the official identification card and documents that the ID photo will be the one used for Workday and other official systems. It includes the expectation that cardholders should update their photo at least once every eight years.
• Procurement Policy
  • This policy has been revised to align with the new electronic workflows in Workday. In particular, the policy states that requisitions are now expected as the default way to initiate purchases, except for meals, travel, montlhly subscriptions, institutional or professional memberships, and emergency purchases. Requistiions are automatically created when using Workday self-service catalogs.
• P-Card Policy
  • This policy has been renamed to University Credit Card Policy and is revised to reflect changes in the program related to Workday, indicating that there are now P-Cards and Travel Cards. As noted in the policy, University credit cards should not be used to pay invoices.
• Use of University Funds and Financial Responsibilities
  • This is a revision of exising policy to reflect the financial roles in Workday (e.g. cost center manager, procurement specialist), and the various responsibilities associated with those roles. Like the original policy, this revision outlines what is being affirmed when someone makes an approval. 
• Delegation Policy
  • This new policy helps colleagues understand when to delegate their approval or processing responsibilities and to whom. Delegation should be temporary (typically less than two weeks), and responsibilities should be delegated to ensure that the delegates have the policy knowledge and expertise to make approvals.