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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
Time & Attendance TA374_Managing Absence Balances Job Aids 8/19/2025 Added section on managing recognition leave. Communication sent on 8/18/2025 - 
Managing Recognition Leave Balances in Cardinal Absence Management.
Benefits Cardinal HCM Benefits Reports Catalog Reports Catalog 8/19/2025 Updated Run Control ID page screenshot and output options for Base Benefit Consistency Audit Report.
Payroll Cardinal HCM Payroll Reports Catalog Reports Catalog 8/18/2025 Updated two queries: Employees with No Net Balance DD and FICA Tax Variance. Communicated via SPO Newsletter.
Human Resources HR558_Personal Data Mass Upload Template Mass Upload Templates 8/12/2025 New HR Mass Upload Template migrated into Production on 8/12. Communication sent on 8/1 - 
New Disability Working Related Field & Vacation Accrual Updates. 
Benefits Cardinal HCM Benefits Reports Catalog Reports Catalog 8/12/2025 Added Defined Contribution Elections Upload Detail Report. Included in SPO Newsletter.
Human Resources HR351_Action Reason Codes Job Aids 7/29/2025 New Action Reason Codes added. Details in the Revision Table.
Human Resources HR351_Managing Position Data Job Aids 7/25/2025 Added explanation note about new Position Effective Date error.
Human Resources HR351_Overview of Effective Dating Job Aids 7/25/2025 Added explanation note about new Position Effective Date error.
Time & Attendance Cardinal HCM Time and Attendance Reports Catalog Reports Catalog 7/21/2025 Added Payee Messages Query and updated screenshots for multiple queries.
Time & Attendance TA826_TL Eligibility Mass Upload Template Mass Upload Templates 7/17/2025 New TA Mass Upload Template to be uploaded under HCM Mass Upload Templates. Associated with upcoming communication.
Employee Self-Service ESS_How to View Job Information and Performance Ratings Job Aids 6/10/2025 Updated screenshots and verbiage for new Telework Section and Continuous State Service field.
Payroll Cardinal HCM Payroll Reports Catalog Reports Catalog 6/2/2025 Updated COVA QTR State Tax - EE Detail Report and added COVA QTR State Tax Summary Report.
Human Resources Cardinal HCM Human Resources Reports Catalog Reports Catalog 5/30/2025 Updated the Employee Data Change Audit Report. Communicated by SPO.
Benefits Various Job Aids 5/19/2025 Updated materials to reflect an OHB change in Policy. Employees now have 30 days to submit the supporting documentation for dependents being added to coverage vice 60 days.
- ESS_How to Make Open Enrollment Elections
- ESS_How to Make Open Enrollment Elections_Locality
- BN361_Benefit Enrollment and Maintenance
Payroll PY381_Earnings Codes Job Aids 5/19/2025 Updated to add Earnings Code related to Shift 6.
Various Various Video Tutorials 5/16/2025 Added new tutorial videos demonstrating processes:
Generating a Financials Report
Running a FIN Query
Retrieving an nVision and executing a Drilldown
Human HR354_Using the Legislative Salary Increase Tool Job Aids 5/12/2025 Added verbiage in  steps applicable to Agencies using the Targeted/Discretionary increase functionality.
Benefits Cardinal HCM Benefits Reports Catalog Reports Catalog 5/11/2025 Added the Monthly Enrollment Report, a Benefits Report utilized by Payroll personal to complete the Monthly Health Benefits reconciliation.
Various Various Video Tutorials 5/1/2025 Added new tutorial videos demonstrating processes:
- Data Entry Overview
- Overview of the Cardinal HCM 
Homepage
- Overview of the HCM Search Pages
Page Navigation
-Using Favorites and Recently Visited Pages

Cardinal Financials Recent Revisions

Module Name of Resource Resource Type Revision Date Summary
Accounts Payable AP315A_Updating, Deleting, and Withdrawing Expense Transactions Job Aids 8/12/2025 Added section on withdrawing expense transactions. Title updated accordingly.
Navigation NAV200_Overview of the Cardinal Homepage (FIN) Job Aids 6/29/2025 New job aid explaining how to log in and navigate the Cardinal Financials homepage.
Navigation NAV220_Generating a Financials Report Job Aids 5/16/2025 Added a section regarding generating an Inquiry in Cardinal Financials. 
Navigation NAV220_Running a FIN Query Job Aids 5/16/2025 New job aid providing instructions on how to run Queries in Cardinal Financials.
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).

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