A Better Workday for HR Course # 301. Delphi Confidential Have a great Lets get to know each other...

A Better Workday for HRCourse # 301

Delphi Confidential

Have a greatLets get to know each other betterPlease share some details about yourself:

• Name

• Location

• Title

• Business Role

• Course Expectations

Ice-Breaker exercise:

• If you were an animal, what would you be and why?

• What is one goal you’d like to accomplish during your lifetime?

• When you were little, who was your favorite super hero & why?

• If they made a movie of your life, what would it be about and which actor would you want to play you?

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Have a greatGround Rules

Abide by the class timing

Turn off your cell phones

Sign the attendance sheet

Take Breaks When

Scheduled

Feel free to ask questionsActively participate in

class

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Have a greatContents

Lesson 2 - Data Accuracy and Data Integrity

Lesson 3 - Support / help resources

Exercise

Lesson 1 - Expectations for your roles

Course Introduction

Course Recap

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Have a greatCourse IntroductionThis course will help HR understand their role in Workday, what is changing and why and the expectations from them. Users will also learn about Data Privacy, Integrity and information on where to go for help in using Workday.

By the end of this course, you will be able to:

Demonstrate an understanding of the change and why the change is happening

Explain the importance of Data Accuracy and Data Integrity

List where to get the support you need in using Workday

Identify the expectations from your role as HR in Workday

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Expectations

for your roles

A Better Workday for HR

Lesson 1

Lesson 2

Summary

Expectations for your role as HR

Overview of the various Workday HR transactions and roles

The Change and Empowerment of HR functions

Talent Profile and its Significance

Development Plans

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Have a greatExpectations for your role as HR

Roles

Workday has specific settings for its users that determine the data that can be viewed and the actions that can be performed on the data. Workday calls these settings ‘roles’.

Responsibilities

Based on their assigned role, users have responsibility for managing information and performing various actions in Workday.

You

Your role as HR will require you to access and support workforce data management and execute various HR transactions.

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The Change and Empowermentof HR functionsPre-Workday Challenges

No standard processes and technologies

Lack of ability to respond quickly

Fragmented Data SystemsLack of visibility

Repetitive & duplicate administration

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The Change and Empowermentof HR functionsWhat Workday will do for HR?

Eliminate redundant requests for data

HR can initiate and track progress of each process in Workday, with easy access to accurate information for decision making

Streamlined and standardized business processes across the organization provide automated workflow for approvals of transactions

Enhanced usability, accountability, and real-time information availability

Empowers employees to access their own information

Enables managers to access their employees’ information reducing the volume of ‘traffic’ to HR

Frees up HR time to work on strategic and important talent development and capability management of Delphi’s human capital

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Overview of the various WorkdayHR transactions and rolesWorkday will be the single location for current HR data (and some historical) which will be used to complete the following transactions:

Hire Job Changes

Compensation

Security and Employee Data Management

Off-boarding

Absence Management, Time

off and Leave of Absence

Delegation

Performance Review (Salaried

Employees)

Reporting

Talent Management

Succession Planning

Workforce Planning

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Overview of the various WorkdayHR transactions and roles

Various Workday HR Roles

• HR Representative

o Has a more Strategic Role in Delphi

o Review and Approve HR transactions. Examples include new hires, job changes,

organizational assignments, performance reviews, personal data changes, positions

and headcount, recruiting, staffing, and time off.

• HR Analyst

o Create (data entry), maintain, view, and report on all HR operational data.

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Have a greatTalent Profile and its Significance• HR needs to highlight the importance of filling Talent Profiles and ensure that

employees have their profiles updated in Workday.

• One of HR's important roles should be to ensure this information in Workday is correct and current.

• Talent Management will be released in Wave 4. Having all employees populate the talent profiles now will enable HR to gain insights into the whole Delphi workforce when that time comes.

Note:

Talent profile information available to Managers and HR is strictly in accordance to Delphi Privacy Policies

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Have a greatDevelopment Plans

• As part of Wave 4's talent management rollout, Delphi employees will have

standardized development plan templates to map out their development areas

and growth paths.

• Delphi employees will have tailored development plans to map out their

development areas and growth paths.

o Talent Review Profile (TRP)

o “High Performance Successors” (HPS) will also have an additional development plan

• These development plans ensure that high-potential employees, including those

on succession plans, are progressing through their development plan

• They help further to motivate, reward, and develop talent based on individual,

team, and business performance

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Data Accuracyand Data Integrity

A Better Workday for HR

Lesson 1

Lesson 2

Summary

Live data and importance of first time correct entry

Accessing historical data

Handling sensitive data

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Have a greatLive data and importance of first time correct entryAs Workday is the system of record for HR information, it is important to follow best practices to ensure data accuracy:

Support Support Employees and Managers with their queries to effectively

manage the approval process in Workday

Review/ActionReview/action all requests in a timely manner to support continual

progression of process workflows and maintain accuracy

MonitorMonitor your email and Workday inbox daily.

Double CheckEnsure that you enter accurate data for employees – double check

your keying

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Have a greatAccessing historical data• Within Workday, you can view historical data such as job, compensation and

position history. This will be available according to the below table:

Data Object Scope

Absence Management

No Balances

Compensation 3 Years History

Performance (Final Score)

2 Years History

Succession Planning

None

Transactional History

Calendar + 1 YearHistory from Previous System

Data Object Scope

Benefits (Mexico and U.S)

Current Enrollment

Organization Data Current Structure

Position Current Position

Terminations Current + 1 Full Year

Worker Job History Calendar + 1 YearHistory from Previous System

Training and Certifications

All history for Active employees

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Have a greatAccessing historical data

• Workday history will build going forward, so more historical data will be available

in Workday for reporting over time.

• Historical information will be available to Employees, Managers and HR.

• Within Workday, you can access historical data by clicking the Worker History

tab on the View Profile Page for an Employee. This data is ‘view only’ for HR.

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Have a greatWorker History Screenshot

Shows Job History on an employee on different effective dates

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Have a greatHandling sensitive dataAs Workday holds sensitive employee and organization information, remember to follow some best practices to ensure data privacy.

Give your suggestions on what you should do in relation to the following:

• When you move away from your computer

• Setting up your computer screen

• Password caveats

• Printing and storing documents

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Have a greatHandling sensitive dataSome of the best practices to ensure data privacy

Lock your computer using <CTRL><ALT><DEL> every time you walk away from your computer

Do not write down passwords

Ensure that your computer screen is not viewable by anyone from a distance

Do not share your login credentials (Login ID, password) with anyone

Never leave documents with confidential information on your desk or at the printer

Do not leave sensitive data in a location that is easily accessible by others

Use the shredder for all used documents

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Have a greatKnowledge Checkpoint

What will Workday implementation do for HR in Delphi? List out some of the benefits you can think of.

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Have a greatKnowledge CheckpointWhat will Workday implementation do for HR in Delphi? List out some of the benefits you can think of.

Answers:

• Eliminate redundant requests for data

• Streamlined and standardized business processes across the organization provide automated workflow for approvals of transactions

• HR can initiate and track progress of each process in Workday, with easy access to accurate information for decision making

• Enhanced usability, accountability, and real-time information availability

• Empowers employees to access their own information

• Enables managers to access their employees’ information reducing the volume of ‘traffic’ to HR

• Frees up HR time to work on strategic and important talent development and capability management of Delphi’s human capital

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Have a greatMultiple Choice QuestionAn employee has just completed 5 years in Delphi and his current manager wants to take a look at past Training and Certification data to assess the need before considering him for a higher role. What historical data will be available for Training and Certifications?

1. Current + 1 Full Year

2. 2 Years History

3. 3 Years History

4. All history for Active employees

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Have a greatMultiple Choice QuestionAn employee has just completed 5 years in Delphi and his current manager wants to take a look at past Training and Certification data to assess the need before considering him for a higher role. What historical data will be available for Training and Certifications?

1. Current + 1 Full Year

2. 2 Years History

3. 3 Years History



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Have a greatMatch the followingMatch the pre-Workday challenges to the advantages of using Workday:

Pre-Workday Challenge

What Workday will do for HR?

Lack of visibility Frees up HR time to work on strategic and important talent development and capability management of Delphi’s human capital




HR can initiate and track progress of each process in Workday, with easy access to accurate information for decision making



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Have a greatMatch the followingCorrect answers:

Pre-Workday Challenge

What Workday will do for HR?

Lack of visibility HR can initiate and track progress of each process in Workday, with easy access to accurate information for decision making




Frees up HR time to work on strategic and important talent development and capability management of Delphi’s human capital



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Have a greatCourse Recap

In this module you learned:

• About the change, why this change is happening and the expectations from your

role as HR in Workday

• The importance of Data Accuracy and Data Integrity

• Where to get the support you need in using Workday

Questions?

A Better Workday for HR Course # 301. Delphi Confidential Have a great Lets get to know each other...

Documents

Transcript of A Better Workday for HR Course # 301. Delphi Confidential Have a great Lets get to know each other...