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 |
|---|---|---|---|---|
| Human Resources | Cardinal HCM Human Resources Reports Catalog | Reports Catalog | 4/29/2025 | Added a new query titled Compensation Analysis Query. |
| Payroll | PY556_Tax Balance Adjustment Mass Upload Template | Mass Upload Templates | 4/18/2025 | New Mass Upload Template being added to the Website. |
| Human Resources | HR351_Performance Ratings | Job Aid | 4/17/2025 | Added a new section on how to correct an Employee's Performance Rating. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 4/9/2025 | Added new Base Pay Compare Report (RPY555) - compares: - Salaried base pay (RGS) in HR from the last confirmed payroll to the current payroll, and - Salaried based pay (RGS) between HR and Payroll. |
| Payroll | PY381_Special Accumulators Overview | Job Aid | 3/10/2025 | Provides an overview of special accumulators, accumulator codes, descriptions, and how each is used to track specific types of payroll data for reporting and compliance. |
| Various | Various | Various | March 2025 | Multiple job aids, courses, and reports catalogs were updated as part of a system-wide tech upgrade to ensure resource alignment with new features and workflows. See Cardinal website for corresponding revision dates on Learning materials. |
| Benefits | Cardinal HCM Benefits Reports Catalog | Reports Catalog | 1/15/2025 | Added three new queries implemented in Production late December 2024: - Employee FSA Election Changes Query - Employee HLTH Election Changes Query - Employee PRW Election Changes Query. |
| Time & Attendance | TA374_Extended Leave Processing Reference Guide | Job Aid | 1/10/2025 | Minor verbiage in the overview section to clarify employee processing based on recent system changes. |
| Payroll | PY381_Maintaining Employee Tax Information | Job Aid | 1/6/2025 | Edited job aid to include the updated guidelines for maintaining tax information for Non-Resident Aliens. |
| Benefits | BN361_ACA Data Entry | Job Aid | 12/2/2024 | Updated based on ACA Enhancements. |
| Benefits | BN361_ACA Data Entry_Locality | Job Aid | 12/2/2024 | New Job Aid detailing the process used by which TLCs to complete annual ACA Data Entry. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 11/26/2024 | New query added (V_PY_CHK_DATA) for statewide use (previously was SPO only query). Updated screenshots for the Deduction Change Amount Report (a new field) was added to the Run Control page for this Report. |
| Human Resources | HR351_Managing Position Data | Job Aid | 11/22/2024 | Update to include the FTE field changes. |
| Time & Attendance | Various | Job Aids | 11/12/2024 | Updated the following job aids to include Absence Balance Calculation changes migrated to production on 11/12/202: - TA374_Entering and Modifying Absences - TA374_Managing Absence Balances - TA_Time Status Administration |
| 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 |
|---|---|---|---|---|
| Procurement | Cardinal Procurement Reports Catalog | Reports Catalog | 4/10/2025 | Added two new queries: - PR Buyer Setup (V_PR_BUYER_SETUP) displays a list of Buyers with their default Buyer setups. - WebIMS Store Keeper (V_PR_STOREKEEPER) displays a list of WebIMS Store Keepers with their WebIMS Stock Location and Location information. |
| Accounts Payable | Cardinal Accounts Payable and Expenses Reports Catalog | Reports Catalog | 3/27/2025 | Added new query Expense Approver Profile Query (V_AP_ APPROVER_ASSIGNMENT). Displays the User ID’s (Approvers) attached to each Approver profile along with the ChartField range for each user. The query output shows GL Business Unit, Approver Profile, User ID, Employee ID, Employee Name, and ChartField range. |
| Accounts Payable | AP315A_Creating a Cash Advance | Job Aid | 3/1/2025 | New job aid created during Tech Upgrade. |
| Accounts Payable | AP315A_Creating a Travel Authorization | Job Aid | 3/1/2025 | New job aid created during Tech Upgrade. |
| Various | Various | Various | March 2025 | Multiple job aids, courses, and reports catalogs were updated as part of a system-wide tech upgrade to ensure resource alignment with new features and workflows. See Cardinal website for corresponding revision dates on Learning materials. |
| 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).