Workday Award Setup Webform

Instructions:  Use the webform below to provide information on the structure of the setup of a sponsored project account in the Workday financial system.  Prior to the setup of a sponsored account in Workday, completion and submission of the form is required in order for OSP to setup a new Workday Award, amend an existing Award (if there are changes) or setup an At-Risk account*.  Note, this form can be provided in advance of the receipt of an award notice or before final acceptance of an agreement or Clinical Trial, but it must be provided before a setup can be completed. 

To learn more about the new form, refer to OSP News & Updates, Volume 2, Issue 4.

[Please do not use this form to make corrections to an award. If you need to make any corrections, please contact your assigned OSP Accountant.]

*NOTE: This form does not replace the At-Risk Request form or process.

Please select your assigned GCAT:
The following must be provided before the award will be setup
(This should be the PI of the Award.)
(Indicate the name you would like to see in Workday. This field prints on reports and is searchable.)
Roles, if applicable
(If the Award Analyst is different than the Grant Manager, please provide name(s).)
Award Structure
(NOTE: For subcontracts include 'Sub-K' and subrecipient in the grant name. For example, "SubK_UCSF_.....")
Fill in the corresponding information for each Grant line below:
Line 1
(Please indicate what you would like to name this in Workday. This field prints out on reports and is searchable. Each Grant name must be unique, per line).
Line 2
(Please indicate what you would like to name this in Workday. This field prints out on reports and is searchable. Each Grant name must be unique, per line).
Line 3
(Please indicate what you would like to name this in Workday. This field prints out on reports and is searchable. Each Grant name must be unique, per line).
Line 4
(Please indicate what you would like to name this in Workday. This field prints out on reports and is searchable. Each Grant name must be unique, per line).
Line 5
(Please indicate what you would like to name this in Workday. This field prints out on reports and is searchable. Each Grant name must be unique, per line).