{"id":2376,"date":"2026-05-05T21:49:57","date_gmt":"2026-05-05T21:49:57","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?page_id=2376"},"modified":"2026-07-06T20:01:04","modified_gmt":"2026-07-06T20:01:04","slug":"pre-workday-legacy-data-documents","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/workday\/pre-workday-legacy-data-documents\/","title":{"rendered":"Pre-Workday\u00a0(Legacy)\u00a0Data &amp; Documents"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><nav class=\"is-responsive wp-block-navigation is-layout-flex wp-block-navigation-is-layout-flex\" aria-label=\"EIB Library\" \n\t\t data-wp-interactive=\"core\/navigation\" data-wp-context='{\"overlayOpenedBy\":{\"click\":false,\"hover\":false,\"focus\":false},\"type\":\"overlay\",\"roleAttribute\":\"\",\"ariaLabel\":\"Menu\"}'><button aria-haspopup=\"dialog\" aria-label=\"Open menu\" class=\"wp-block-navigation__responsive-container-open\" \n\t\t\t\tdata-wp-on--click=\"actions.openMenuOnClick\"\n\t\t\t\tdata-wp-on--keydown=\"actions.handleMenuKeydown\"\n\t\t\t><svg width=\"24\" height=\"24\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M4 7.5h16v1.5H4z\"><\/path><path d=\"M4 15h16v1.5H4z\"><\/path><\/svg><\/button>\n\t\t\t\t<div class=\"wp-block-navigation__responsive-container\"  id=\"modal-1\" \n\t\t\t\tdata-wp-class--has-modal-open=\"state.isMenuOpen\"\n\t\t\t\tdata-wp-class--is-menu-open=\"state.isMenuOpen\"\n\t\t\t\tdata-wp-watch=\"callbacks.initMenu\"\n\t\t\t\tdata-wp-on--keydown=\"actions.handleMenuKeydown\"\n\t\t\t\tdata-wp-on--focusout=\"actions.handleMenuFocusout\"\n\t\t\t\ttabindex=\"-1\"\n\t\t\t>\n\t\t\t\t\t<div class=\"wp-block-navigation__responsive-close\" tabindex=\"-1\">\n\t\t\t\t\t\t<div class=\"wp-block-navigation__responsive-dialog\" \n\t\t\t\tdata-wp-bind--aria-modal=\"state.ariaModal\"\n\t\t\t\tdata-wp-bind--aria-label=\"state.ariaLabel\"\n\t\t\t\tdata-wp-bind--role=\"state.roleAttribute\"\n\t\t\t>\n\t\t\t\t\t\t\t<button aria-label=\"Close menu\" class=\"wp-block-navigation__responsive-container-close\" \n\t\t\t\tdata-wp-on--click=\"actions.closeMenuOnClick\"\n\t\t\t><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\" aria-hidden=\"true\" focusable=\"false\"><path d=\"m13.06 12 6.47-6.47-1.06-1.06L12 10.94 5.53 4.47 4.47 5.53 10.94 12l-6.47 6.47 1.06 1.06L12 13.06l6.47 6.47 1.06-1.06L13.06 12Z\"><\/path><\/svg><\/button>\n\t\t\t\t\t\t\t<div class=\"wp-block-navigation__responsive-container-content\" \n\t\t\t\tdata-wp-watch=\"callbacks.focusFirstElement\"\n\t\t\t id=\"modal-1-content\">\n\t\t\t\t\t\t\t\t<ul class=\"wp-block-navigation__container is-responsive wp-block-navigation\"><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/workday-report-inventory\/\"><span class=\"wp-block-navigation-item__label\">Workday Report Inventory<\/span><\/a><\/li><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/pre-workday-legacy-data-documents\/\"><span class=\"wp-block-navigation-item__label\">Pre-Workday\u00a0(Legacy)\u00a0Data &amp; Documents<\/span><\/a><\/li><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/obiee-to-workday-crosswalk\/\"><span class=\"wp-block-navigation-item__label\">OBIEE to Workday Crosswalk<\/span><\/a><\/li><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/wiser-to-workday-crosswalk\/\"><span class=\"wp-block-navigation-item__label\">WISER to Workday Crosswalk<\/span><\/a><\/li><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/shared-services\/resource-hub\/\"><span class=\"wp-block-navigation-item__label\">Reporting Demonstrations<\/span><\/a><\/li><li class=\"wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/tableau.wisconsin.edu\/\"><span class=\"wp-block-navigation-item__label\">Sign into Tableau Server (must be on university network or VPN)<\/span><\/a><\/li><\/ul>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div><\/nav><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">As of&nbsp;<strong>July 1, 2025<\/strong>, Workday is the system of record for all HR and financial data&nbsp;for the Universities of Wisconsin.&nbsp;This&nbsp;webpage&nbsp;serves as a resource for information&nbsp;on&nbsp;legacy, or&nbsp;Pre-Workday,&nbsp;records as we transition away from&nbsp;our old&nbsp;systems like HRS and SFS.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>In Workday:<\/strong>&nbsp;All administrative data from July 1, 2025, forward, plus three years of financial&nbsp;data at the&nbsp;summary&nbsp;level&nbsp;(FY23\u2013FY25).&nbsp;&nbsp;In addition,&nbsp;summarized financial&nbsp;data for sponsored programs&nbsp;(inception&nbsp;to July 1, 2025)&nbsp;is available in Workday.&nbsp;<\/li>\n\n\n\n<li><strong>Legacy Data&nbsp;and Documents:<\/strong>&nbsp;Pre-Workday data&nbsp;and documents&nbsp;are moving&nbsp;to secure, long-term environments for continued accessibility.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Legacy&nbsp;systems, including&nbsp;the&nbsp;Human Resources System (HRS)&nbsp;and its data warehouse EPM,&nbsp;the Shared Financial System&nbsp;(SFS),&nbsp;Shared Financial Management Reporting Tables (SFMRT),&nbsp;WISER, and WISPER&nbsp;are&nbsp;in the process of being&nbsp;decommissioned.&nbsp;<strong>HRS,&nbsp;SFS,&nbsp;and WISPER&nbsp;shut down June 30, 2026. WISER&nbsp;and SFMRT will&nbsp;shut down September 30, 2026.<\/strong>&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<h3 id=\"Access-Tools\" class=\"wp-block-heading\"><strong>Finding &amp; Accessing Pre-Workday&nbsp;Data &amp; Documents<\/strong>&nbsp;<\/h3>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">While Workday is the primary system for current HR&nbsp;and&nbsp;finance&nbsp;data,&nbsp;legacy (pre-Workday)&nbsp;data and documents are being migrated:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre-Workday Reporting&nbsp;Data:&nbsp;<\/strong>Enterprise Analytics Platform<strong>&nbsp;<\/strong>(EAP)&nbsp;is a data lake used across the Universities of Wisconsin.&nbsp;EAP will store legacy data and make it possible to combine legacy data with Workday data for longitudinal reporting needs.&nbsp;&nbsp;Data housed in EAP can be&nbsp;accessed&nbsp;through a variety of data tools. Review the table&nbsp;later in this section&nbsp;to&nbsp;determine&nbsp;which&nbsp;tool&nbsp;might be best for you.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre-Workday&nbsp;Documents:&nbsp;<\/strong>As of April 7, 2026, most legacy HR and financial documents&nbsp;can be accessed&nbsp;in&nbsp;<strong>DocFinity<\/strong>, the Universities&#8217; new enterprise-level document management system. This provides a secure, cloud-based home for personnel files, financial records, and other critical historical documentation.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre-Workday (Legacy) Data Crosswalk:<\/strong> Use the <a href=\"https:\/\/www.wisconsin.edu\/workday\/?page_id=2485\" data-type=\"link\" data-id=\"https:\/\/www.wisconsin.edu\/workday\/?page_id=2485\">Pre-Workday (Legacy) Data Crosswalk<\/a> to find data from EAP and related data tools so you can get the information you need to do your job.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<figure class=\"wp-block-table alignleft is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>System\/Tool<\/strong>&nbsp;<\/th><th><strong>Used for\u2026<\/strong>&nbsp;<\/th><th><strong>Best for\u2026<\/strong>&nbsp;<\/th><th><strong>Getting Access &amp; Resources<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Tableau&nbsp;\u2013 Limited workbooks are available; Teams are actively building additional Workbooks to meet operational needs<\/td><td>Data<\/td><td>HR, Finance, Research Administration business users&nbsp;<\/td><td><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/161650\">Request Tableau Access<\/a><br><br><a href=\"https:\/\/uwsaitsm-amc.ivanticloud.com\/service\/workspace\/FRS_Knowledge\/read\/DEF2D37355904A0FAEED30DBEEAC41DF\">Requesting Tableau Access KnowledgeBase Resource<\/a><br><br><a href=\"https:\/\/uwsaitsm-amc.ivanticloud.com\/Modules\/SelfService\/#knowledgeBase\/view\/7451AB4FDEF84265A953B6E281573E84\">Tableau Training Resources<\/a><br><br><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/161973\" data-type=\"link\" data-id=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/161973\">Basics of Tableau Navigation KnowledgeBase Resource<\/a><br><br><a href=\"https:\/\/tableau.wisconsin.edu\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sign into Tableau Server<\/a>&nbsp;(must be on university network or VPN)<\/td><\/tr><tr><td>Redshift<\/td><td>Data<\/td><td>Data Analysts<\/td><td><a href=\"https:\/\/uwsaitsm-amc.ivanticloud.com\/service\/workspace\/SelfService\/servicecatalog\/review\/080DE2D08ACF44BBB9D3737EA2C7B6F1\">Request Redshift Access<\/a><br><br><a href=\"https:\/\/uwsaitsm-amc.ivanticloud.com\/service\/workspace\/FRS_Knowledge\/read\/9E1FD00C06A144F7AFE58694B006FD68\">Redshift Request KnowledgeBase Resource<\/a><\/td><\/tr><tr><td>DocFinity<\/td><td>Documents<\/td><td>Business Users<\/td><td>Search &#8216;DocFinity&#8217; and\/or &#8216;Historical Documents&#8217; in the <a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/\">Workday Job Aid Library<\/a> for a variety of resources.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">                         Frequently Asked Questions<\/h3>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-8f761849 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-uwsa-accordion\">\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Why are legacy systems being decommissioned?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">All current data as of July 1,&nbsp;2025&nbsp;is now housed&nbsp;in&nbsp;Workday.&nbsp;Legacy data is moving to EAP to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reduce cost of&nbsp;maintaining&nbsp;multiple legacy systems&nbsp;<\/li>\n\n\n\n<li>Ensure&nbsp;ongoing data&nbsp;security&nbsp;<\/li>\n\n\n\n<li>Standardize data and definitions across units, divisions, departments, schools, and institutions.&nbsp;<\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Which legacy systems are being decommissioned?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Human Resources System (HRS) and its data warehouse EPM, the Shared Financial System (SFS),&nbsp;Shared Financial Management Reporting Tables&nbsp;(SFMRT),&nbsp;WISER, and WISPER&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>What is the&nbsp;decommissioning timeline for legacy tools?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">HRS,\u00a0EPM,\u00a0SFS, and WISPER\u00a0shut down June 30, 2026. WISER\u00a0and SFMRT\u00a0will shut down September 30, 2026.\u00a0<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Can legacy data be combined with Workday data&nbsp;for reporting needs?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Yes,&nbsp;EAP stores&nbsp;legacy (or pre-Workday) data and makes&nbsp;it possible to combine legacy data with Workday data for longitudinal reporting needs.&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Are there any crosswalks available to help me understand where I can find&nbsp;the&nbsp;legacy&nbsp;data&nbsp;I need to do my job?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Yes, use the following crosswalks from legacy systems to EAP and related data tools so you can get the information you need to do your job:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/?page_id=2485\" data-type=\"link\" data-id=\"https:\/\/www.wisconsin.edu\/workday\/?page_id=2485\">Pre-Workday (Legacy) Data Crosswalk<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/obiee-to-workday-crosswalk\/\" data-type=\"page\" data-id=\"1334\">OBIEE to Workday Crosswalk<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/wiser-to-workday-crosswalk\/\" data-type=\"page\" data-id=\"1331\">WISER to Workday Crosswalk<\/a><\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Who is&nbsp;involved in decommissioning the legacy systems?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">A project team&nbsp;comprising&nbsp;UW-Madison finance and research administration staff, WEST team members, UW System Administration, and UW Shared Services&nbsp;was&nbsp;assembled to support the decommissioning of legacy systems and ensure&nbsp;reliable access to the information needed for ongoing operations and reporting.&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Where can I learn more about&nbsp;DocFinity?<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Access the&nbsp;<a href=\"https:\/\/www.wisconsin.edu\/workday\/docfinity-document-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">DocFinity&nbsp;webpage<\/a>&nbsp;to learn more about&nbsp;DocFinity,&nbsp;including how to request access and&nbsp;learn what\u202fdocument types from our old systems\u202fare available in\u202fDocFinity.&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Where can I learn more about&nbsp;the Enterprise&nbsp;Analytics&nbsp;Platform&nbsp;(EAP)?&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Access the&nbsp;<a href=\"https:\/\/www.wisconsin.edu\/eap\/administrative-data\/\" target=\"_blank\" rel=\"noreferrer noopener\">EAP webpage<\/a>&nbsp;to learn more about EAP, including&nbsp;the goals of EAP, data use scenarios EAP is working toward supporting, and links to Communities of Practice&nbsp;around EAP.&nbsp;&nbsp;<\/p>\n<\/div><\/details>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>As of&nbsp;July 1, 2025, Workday is the system of record for all HR and financial data&nbsp;for the Universities of Wisconsin.&nbsp;This&nbsp;webpage&nbsp;serves as a resource for information&nbsp;on&nbsp;legacy, or&nbsp;Pre-Workday,&nbsp;records as we transition away [&hellip;]<\/p>\n","protected":false},"author":6912,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2376","page","type-page","status-publish","hentry"],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/2376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/users\/6912"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/comments?post=2376"}],"version-history":[{"count":30,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/2376\/revisions"}],"predecessor-version":[{"id":2532,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/2376\/revisions\/2532"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/media?parent=2376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}