Resource and Learning Material Revisions
A list of new resources and major revisions to job aids, course materials, videos, and other resources for:
- Cardinal HCM Recent Revisions
- Cardinal Financials (Statewide & VDOT)
- Cardinal HCM Recent Revisions
- Cardinal Financials (Statewide & VDOT)
Cardinal HCM Recent Revisions
| Module | Name of Resource | Resource Type | Revision Date | Summary |
|---|---|---|---|---|
| Benefits | Various - Running Reports for Localities | Job Aids | 2/18/2026 | Added new job aids for Locality Core Users: - TLC Cardinal Locality - Company and Department Codes - TLC Reviewing the Health Benefits Page - TLC Running the ACA Reconciliation Report - TLC Running the Benefit Enrollment Changes Report - TLC Running the Cardinal Enrollment Report - TLC Running the TLC Data Sheet Report |
| Benefits | BN361 Employee Set Up for Medicare | Job Aids | 2/25/2026 | Updated screenshots, added detail, and removed sections relating to ACA Employee Eligibility Page. |
| Benefits | BN361 Managing and Approving Dependents | Job Aids | 1/26/2026 | Added new section in job aid (Managing Dependent Personal Information) with detail on how to update dependent personal details through a Benefit Event or the Update Dependent/Beneficiary page. |
| Human Resources | HR351 Overview of US SOC and Job Code Combinations | Job Aids | 1/23/2026 | Added new Classified SOC Code (79114). |
| Human Resources | HR351 Managing Leaves of Absence (Paid and Unpaid) | Job Aids | 1/16/2026 | Additional detail added for COV-Agency Employees: VITA removes COV computer access after 30 days, and the need to update Primary email address to Personal for ESS access to Cardinal. |
| Human Resources | HR351 Managing the Layoff Process | Job Aids | 1/16/2026 | Additional detail to Layoff section regarding the importance of completing the termination process when severance and benefits have expired. |
| Benefits | Cardinal HCM Benefits Reports Catalog | Reports Catalog | 1/14/2026 | Added two new queries. - Health Recon Exceptions Totals Query - VRS Recon Exceptions Totals Query. |
| Benefits | BN361 Linking Dependents and Retirees | Job Aids | 1/13/2026 | New job aid provides step-by-step instructions for HR Administrators to link Dependent records to Retirees (including LTD members and LODA participants) by updating the Linked Participant EmplID and Other Linked Participant fields on the Modify a Person (VA Person Info) pages. |
| Human Resources | Cardinal HCM Human Resources Reports Catalog | Reports Catalog | 12/19/2025 | Updated the Employee Data Change Audit Report and COVA Personnel Action History Report to include additional detail. |
| Benefits | Cardinal HCM Benefits Reports Catalog | Reports Catalog | 12/3/2025 | Premium Rewards Audit Report removed, and added the Health Benefit YTD Recon Report. |
| Human Resources & Payroll | Various | Job Aids | 12/1/2025 | Updated Direct Deposit overview section to include the return of Employee Self Service, notifications, and the Prenote period being increased from 3 to 5 days. Job Aids: - PY382 Reviewing the Payroll Read Only Pages - HR351 Completing a Rehire - HR351 Completing a New Hire - HR351 Managing an Inter-Agency Transfer - PY381 Entering and Updating Direct Deposits - ESS Managing Direct Deposits |
| Human Resources | HR351 Overview of US SOC and Job Code Combinations | Job Aids | 10/10/2025 | Added new Agency Head Job Code (00913) and additional new Classified SOC Codes. |
| Payroll | Cardinal HCM Payroll Reports Catalog | Reports Catalog | 10/7/2025 | Added a new query: Imputed Income Zero Net Pay Query (RPY564) - V_PY_IMPUTED_INCOME_NET_ZERO |
| Time & Attendance | Cardinal HCM Time and Attendance Reports Catalog | Reports Catalog | 10/7/2025 | Added a new report: Expenditures by ChartField Attributes Report (RTA830) |
| 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 |
|---|---|---|---|---|
| Navigation | Scheduling a FIN Query on the Schedule Query Page | Video | 2/6/2026 | New navigation tutorials video for core users as a supplement to video for the NAV220 Introduction to Cardinal Financial Reporting course. |
| Navigation | NAV220 Running and Scheduling FIN Queries | Job Aids | 2/9/2026 | Name change for this job aid from NAV220 Running a FIN Query, to NAV220 Running and Scheduling FIN Queries. New section added: Scheduling a FIN Query Using the Schedule Queries Page. |
| Accounts Payable | AP313 Approving Vouchers | Job Aids | 1/9/2026 | New job aid provides step-by-step instructions for approvers to review vouchers and take approval actions on the Approval Framework – Vouchers page. |
| Accounts Payable | AP312B 1099 Processing | Job Aids | 12/16/2025 | Updated screenshots, Updates to Adding Withholding Adjustments and Creating the 1099 Copy B Reports sections. |
| Accounts Receivable | AR323 Adjusting a Bill and Bill Line (VDOT Only) | Job Aids | 11/18/2025 | New job aid provides step-by-step instructions for adjusting entire Bills or selected Bill Lines in Cardinal. |
| Accounts Receivable | AR326 Managing Accounts Receivable Transactions (VDOT Only) | Job Aids | 10/28/2025 | New job aid explaining how to create, process, and finalize Deposits in Cardinal, including Item and Direct Journal payments. Includes handling partial, prepayments, and credit memos, as well as correcting entries before Budget Check. |
| Project Accounting | Cardinal Project Accounting Reports Catalog (VDOT Only) | Reports Catalog | 10/10/2025 | Added a new query: Non-Federal Active Contract Summary by District – Query (V_PA_CA_SUM_FIN_ACTIVITY) |
| Accounts Payable | AP315 Creating and Managing Expense Reports (VDOT Only) | Job Aids | 9/26/2025 | New job aid to document step by step instructions previously included in course materials. from the Course PPT Deck and provide a Job Aid with screenshots and step by step instructions.--- |
| 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 Aids | 3/1/2025 | New job aid created during Tech Upgrade. |
| Accounts Payable | AP315A Creating a Travel Authorization | Job Aids | 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 Aids | 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 Aids | 8/2/2024 | Updated job aid and title to include a new section detailing the process for updating an existing template voucher. |
| Accounts Receivable | AR326 Deleting a Deposit Control Ticket | Job Aids | 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 Aids | 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 Aids & Course Materials | 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 Aids | 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 Aids | 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 | Job Aids & Course Materials | 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 | 2/10/2023 | Updated Comprehensive Annual Financial Reporting to Annual Comprehensive Financial Reporting (ACFR). |
| General Ledger | GL332 Combination Edit Details (VDOT) | Job Aids | 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).