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Workday Training Appointments

Workday Training Appointments. Agenda. Training Objectives. 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.

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Workday Training Appointments

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  1. Workday TrainingAppointments

  2. Agenda

  3. Training Objectives 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

  4. Overview Setting Expectations • Ownership of data - a new level of both access and accountability Workday • Data at the source • Business Processes (BPs), roles and workflow

  5. 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

  6. The Big Picture

  7. New Terminology and Procedures • Allowances • Any additional pay is considered an allowance in Workday. • MultipleJobs • Add Job • Primary job vs secondary jobs • Multi Company and Multi Paygroup

  8. Navigation Demo http://impl.workday.com/cornell3

  9. Create Applicant

  10. Try it!

  11. 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

  12. Manager

  13. Manager

  14. Propose Compensation No Pay: skip comp step, and on Assign Pay Group=No Pay.

  15. Final Steps to the Hire HR Partner • Charge Org Assignments • Assign Pay Group • Review/Approve

  16. Assign Organizations • Company • Cost Center • Multi Payroll Indicator • Union Role • Not Student • KFS Organization…

  17. Assign Paygroup Select the applicable paygroup: • Bi-weekly, or • Semi-monthly

  18. Try it!

  19. 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

  20. Final Steps to Add Job HR Partner • Charge Org Assignments • Assign Pay Group • Review/Approve Note: Switch Primary Job

  21. Assign Organizations Company, Cost Center, Union Role, Not Student, KFS Org… * Multi-payroll indicator: • Multi Company • Multi Paygroup • Multi Company AND Multi Paygroup

  22. Assign Paygroup 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.

  23. Try it!

  24. Summary Congratulations! You have completed the Workday Appointments training session.

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