WORKDAY TRAINING APPOINTMENTS. REIMAGINING OUR WORKDAY Agenda Overview – Appointments in Workday;...
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Transcript of WORKDAY TRAINING APPOINTMENTS. REIMAGINING OUR WORKDAY Agenda Overview – Appointments in Workday;...
WORKDAY TRAININGAPPOINTMENTS
REIMAGINING OUR WORKDAY
AgendaOverview – Appointments in Workday; Navigation
Creating an Applicant
Initiating a Hire
Adding an Additional Job
Wrap-up
REIMAGINING OUR WORKDAY
By the end of this training session, you will be able to:
• Understand making appointments in Workday
• Identify key terminology and concepts
• Compare current processes with new procedures
• Create Applicants
• Initiate Hires and Add Jobs
Training Objectives
REIMAGINING OUR WORKDAY
Setting Expectations– Ownership of data - a new level of both access and
accountability
Workday– Data at the source– Business Processes (BPs), roles and workflow
Overview
REIMAGINING OUR WORKDAY
Appointments– A note on positions– Hires vs adding additional jobs– Primary Job– The Onboarding Letter
• Primary Home Email, or • Hardcopy via US Mail
– NetID Activation• Instructions via Text (number is recorded in WD with a device
type of “text enabled”, AND a Primary Home Email identified)• Instructions via US Mail
REIMAGINING OUR WORKDAY
Appointments
SUBD Position & Job Requisition
HC Position
ApplicantHire
Additional Job(s)
The Big Picture
REIMAGINING OUR WORKDAY
• Allowances– Any additional pay is considered an allowance in Workday.
• Multiple Jobs– Add Job– Primary job vs secondary jobs
• Multi Company and Multi Paygroup
New Terminology and Procedures
REIMAGINING OUR WORKDAY
http://impl.workday.com/cornell3
Navigation Demo
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Create Applicant
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REIMAGINING OUR WORKDAY
Try it!
REIMAGINING OUR WORKDAY
The Hire
Management Partner• Initiate Hire• Propose Compensation• Change Personal Information• Edit Government ID’s
Compensation Finance Partner• Assign Costing
HR Partner• Charge Organization Assignments• Assign Pay Group• Review/Approve
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
Manager
REIMAGINING OUR WORKDAY
Manager
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Propose Compensation
No Pay: skip comp step, and on Assign Pay Group=No Pay.
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REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
HR Partner• Charge Org Assignments• Assign Pay Group• Review/Approve
Final Steps to the Hire
REIMAGINING OUR WORKDAY
• Company
• Cost Center
• Multi Payroll Indicator
• Union Role
• Not Student
• KFS Organization…
Assign Organizations
REIMAGINING OUR WORKDAY
Select the applicable paygroup:
• Bi-weekly, or
• Semi-monthly
Assign Paygroup
REIMAGINING OUR WORKDAY
Try it!
REIMAGINING OUR WORKDAY
Add Job
Management Partner/SMP• Initiate Add Job• Propose comp
Compensation Finance Partner• Assign Costing
HR Partner/SEP• Review/Approve• Charge Org Assignments• Assign Pay Group
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
REIMAGINING OUR WORKDAY
HR Partner• Charge Org Assignments• Assign Pay Group• Review/Approve
Note: Switch Primary Job
Final Steps to Add Job
REIMAGINING OUR WORKDAY
Company, Cost Center, Union Role, Not Student, KFS Org…
* Multi-payroll indicator:
• Multi Company
• Multi Paygroup
• Multi Company AND Multi Paygroup
Assign Organizations
REIMAGINING OUR WORKDAY
The paygroup for any additional job MUST match the paygroup on the Primary job.
If they differ – e.g., an employee’s primary job is semi-monthly, and they take a non-exempt position - you must identify the paygroup for the hourly position as semi-monthly.
AND indicate *Multi Paygroup on the Assign Organizations page.
* This org assignment must be done for ALL positions.
Assign Paygroup
REIMAGINING OUR WORKDAY
Try it!
REIMAGINING OUR WORKDAY
Summary
Congratulations!
You have completed the Workday Appointments training session.