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

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Manager

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Propose Compensation

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

REIMAGINING OUR WORKDAY

REIMAGINING OUR WORKDAY

REIMAGINING OUR WORKDAY

REIMAGINING OUR WORKDAY

REIMAGINING OUR WORKDAY

REIMAGINING OUR WORKDAY

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HR Partner• Charge Org Assignments• Assign Pay Group• Review/Approve

Final Steps to the Hire

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• Company

• Cost Center

• Multi Payroll Indicator

• Union Role

• Not Student

• KFS Organization…

Assign Organizations

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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.