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 | HR351_Using the Legislative Salary Increase Tool | Job Aid | 10/24/2023 | This job aid update is related to a communication and a forum that will take place mid-November. Removed FY2024-specific references and generalized the verbiage for use during all Statewide Salary Increases. |
| Reporting | NAV225: Cardinal Reporting (HCM) | Web-Based Training | 10/22/2023 | Updated NAV225 WBT to introduce a modular approach and new tutorial videos. For details, reference communication Major Update for NAV225: Cardinal Reporting (HCM) WBT, sent 10/27/2023. |
| Human Resources | HR351_Rewards and Recognition | Job Aid | 10/20/2023 | Updated job aid overview and added note that this page is now accessible to all agencies and no longer restricted to tracking rewards and recognition transactions for classified employees only. For details, reference communication Changes to the Rewards and Recognition Page, sent 10/20/2023. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 10/23/2023 | Added new queries - V_HR_COMP_FREQ_COMPARE - V_PY_CALENDAR - V_PY_CHILD_SUPTADMINFEES - V_PY_FAD_NEG_BALS - V_PY_GEN_DED_SETUP Added the Employee Record and Department ID columns to the V_PY_ERN_EXTRACT query. |
| Payroll | PY381_Payroll Liability Accounts Overview | Job Aid | 10/13/2023 | New job aid developed to provide an overview of Payroll Liability Accounts. |
| Human Resources | Cardinal HCM Location Request | Form | 9/21/2023 | New form for agency submission of new or updated locations that need to be added to Cardinal. |
| Time & Attendance | TA371: Timekeeper Processing | Web-Based Training | 9/4/2023 | Course has been updated to a self-paced Web-Based Training (WBT) course and is now available on the Cardinal Website. For details, reference communication The Cardinal HCM: New WBT for TA371: Timekeeper Processing, sent 9/28/2023. |
| Human Resources | HR351_Viewing and Modifying Personal Data | Job Aid | 8/11/2023 | Updated to combine several personal data job aids into one. The following job aids are no longer available on our Cardinal website: - HR351_Performing a Name Change - HR351_Viewing VA Person Information - HR351_Maintaining Employee Citizenship Information - HR351_Viewing and Updating Emergency Contacts For details, reference communication Consolidation of Personal Data Job Aids, sent 9/25/2023. |
| Human Resources | HR409_Reward and Recognition Mass Upload Template | Mass Upload Template | 7/25/2023 | Rewards and Recognition Mass Update template enhanced so agencies can update existing Reward IDs. For details, reference communication Rewards and Recognition Mass Update Enhancement, sent 7/31/2023. |
| Benefits | BN361_Re-opening and Reprocessing a Benefit Event | Job Aid | 7/18/2023 | New job aid provides steps used to re-open and reprocess a Benefit Event that has been finalized. |
| Benefits | Benefit Event Detail Page Resources | Job Aid | 7/17/2023 | Job aid updates for the new Benefit Event Detail page. New Job Aids: - BN361_Creating and Completing a Life Event on behalf of an Employee - BN361_Benefit Event Class Codes Updated Job Aid: BN361_QMSCO Administration. For details, reference communication Department Funding Mass Upload Enhancement, sent 7/10/2023. |
| Human Resources | HR373_ Department Position Funding_Mass Upload Template | Mass Upload Template | 7/10/2023 | Department Position Funding Mass Upload template has been enhanced to support split funding for departments and positions. For details, reference communication Department Funding Mass Upload Enhancement, sent 7/10/2023. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Job Aid | 6/26/2023 | Added a new query - VRS Missing Query to provide agencies the missing setup for the Retirement Benefit Deductions |
| Payroll & ESS | ESS_Understanding your Paycheck | Job Aid | 6/5/2023 | New Job Aid added. Employee Self-Service (ESS) users to assist with questions related to the various sections on their paycheck. |
| Human Resources | Cardinal HCM Human Resources Reports Catalog | Reports Catalog | 6/2/2023 | New Emergency Contact Query used to view emergency contact information and modified date. |
| Time & Attendance | Cardinal HCM Time and Attendance Reports Catalog | Reports Catalog | 6/2/2023 | Added the following (5) queries: -Comp Plan Criteria Query displays agency criteria to enroll employees in the appropriate Comp Plans. -Employee Comp Plan Details Query displays Comp Plan information for each employee based on As of Date selected. -Reports To Query provides a list of employees and select Job Data who report to a particular Position. -Time Reporter Criteria Query displays Time Reporter criteria used by TL Auto Enroll for a Business Unit based on the selected As of Date. -Employee Time Reporter Details Query displays employee time reporter details based on the selected Business Unit and As of Date. |
Cardinal Financials Recent Revisions
| Module | Name of Resource | Resource Type | Revision Date | Summary |
|---|---|---|---|---|
| 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).