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 |
|---|---|---|---|---|
| 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 |
| 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. |
| 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 |
|---|---|---|---|---|
| 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).