Workday WednesdayEpisode #32

31 January 2018

Please Mute Your Phone/Microphone and Close Your Video Window

1

Today’s WDWD Team

2

Jessie

Chris

Troy

Tony

We’re Here to

Answer Your

Questions

Episode #32 Topics

•Welcome: Chris Longshore

• System Status: Troy Bettinger

• Agency Analyst Update: Troy Bettinger

• End of Probation Project Update: Tony Gautier

• ServiceNow Update – Help Us Help You: Tony Gautier

•HR Excellence – Find the Inside Info for Move Worker: Jessie Craney

• Report Roundup – Reporting on Position Changes: Troy Bettinger

•Questions: The Team

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System StatusTroy Bettinger

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Sandbox Tenant refreshes at 7:00 PM MDT on Fridayhttps://community.workday.com/extended-maintenance-events

Dates & Updates in February 2018SUN MON TUES WED THUR FRI SAT

28 29 30 31Workday

Wednesday

1 2 Class for

Agency

Analyst

3 Weekly

Update12 Mid-4AM

4 5ClosePayroll

6 Lab WD

Financials

4.F.3 1:30

7WDW Break

8 9 10 Weekly

Update

12 Mid-4AM

11 12 13 14 Ash

Workday

Wednesday

15 16 17 Quarter

Maintenance

All Tenants

18 19ClosePayroll

20 21 WDW break

22 23 24 Weekly

Update12 Mid-4AM

25 26 27 28Workday

Wednesday

1 2 3 Mnthly

Maintenance

All Tenants

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Recent System Changes

New Since Last Time:

• Many Finance & Purchasing Chances

• HR has been quiet

Updated Last Time:

• Merit Calibration

• 100+ Moves & Reorgs after the end of the HR Freeze

• Auditor’s Office: Security Audit

Works In Progress:

• Scheduled Hours Audit

• Workday Beautification

• Workday Recruiting

• Preparing for Shift Bids

• DPL Cost Center Updates

• Edit Worker Location

• HR Dashboards and Scorecards Testing

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Known Issues 1/17/18Troy Bettinger

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Known Issues 1/17/18 p1

• Additional Locations added to Location Table not automatically added to Position/Employee

• Workaround: Check and Update Location:

• When vacant, change with Edit Position Restrictions

• When filled, change with Edit Position

• Location can’t be changed from Job Requisition

• Workaround: Change on Position, then open Job Req

Location on position is Webb Building, changed on req

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Agency Analyst UpdateTroy Bettinger

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Agency Analyst Training

Next Session:

• Friday, February 2, 2018 – 8:00AM to 12:30PM

•Webb Computer Training Lab 4.F.3

•Deadline for Invitations: Monday 1/29/18 - CLOSED

Getting an Invitation:

•Nominated for class by HR Service Delivery Managers

• Send nominations to Troy

• Candidates must sign a security agreement

•Must pass certification to get security role

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Certificates Complete!

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• See your HR Manager for your certificate

Workday Upgrade Coming March 10

• Projected Number of Reqired Changes (#SafeHarbor)

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HR Service Center Update

Tony Gautier• HR Service Center Manager,

OHR HRIT

• Denver Service: 25 years, 6 months, 4 days

End of Probation Project Update

Tony Gautier

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Probation Process Update

• The Workday Governance Committee is currently working on process improvements to the probation process.

•We are proposing improvements that will include engaging Workday notifications for:• 3 month check in to ensure training is being completed

• 5 month check in for the manager to either sign off on a completion of probation or to extend

• 6 month notification to the employee that their probation has been completed.

• These times are based on a 6 month probation period and would be adjusted for probation periods of 9 or 12 months

•We are in the early stages of this process, and still need to work out many details of the business process flow.

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ServiceNow Update –Help Us Help You

Tony Gautier

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SupportNow—Help Us Help You!

When creating tickets to submit to the HRSC, please:

• Submit as much information as possible (especially for org structure changes)

• Attach screen shots of error messages, information displayed, etc. if possible

• Let us know the criticality—what is impacted, when do you need assistance by

• Remember to retain your ticket number. It helps if you have it if you reach out to check on the status of a request

• HRSC staff monitors tickets throughout the day and strives to either assign the ticket to the proper assignment group or respond directly the same day. Escalated issues may take longer to resolve.

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HR Excellence – Find the Inside Info for Move Worker

Jessie Craney

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Move Workers (Supervisory)

• This task moves a worker(s) or vacant position(s) from one supervisory org to a new supervisory org

• You can move more than one worker/position at a time to more than one different supervisory org

• Is approved by the BMO Partner

• This allows the BMO Partner to update the cost center if necessary

•Once a Move Workers is initiated on a supervisory org, you cannot initiate another Move Workers until the previous task has been approved by the BMO Partner

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Move Workers

1. Search for “Move Worker”

2. Enter the:

a. Effective Date (we recommend a Sunday)

b. Supervisory Org that the position/worker currently reports to

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Move Workers

3. Select the worker/position and the new supervisory org

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Move Workers

4. The task has routed to the BMO Partner:

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Move Workers

23

Move Workers

24

Move Workers

25

Move Workers

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Report Roundup – Reporting on Position Changes

Troy Bettinger

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Worker Change History Report

•Name: Worker Change History Report

• Summary: Returns a list of all actions between dates

• Required Prompt:

• Organizations(Don’t use Cost Center)

•Optional Prompts:

• Include SubordinateOrganizations

• Include Managers

• Start Date

• End Date

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Worker Change History Report

• Employee ID

• Legal Name in General Display Format

• Effective Date

• Business Process Type

• Business Process Reason

• Position - Current

• Position - Proposed

• Job Code - Current

• Job Code - Proposed

• Manager(s) - Current

• Manager(s) - Proposed

• Cost Center - Current

• Cost Center – Proposed

• Region - Current

• Region - Proposed

• Companies - Current

• Company - Proposed

• Fund - Current

• Fund - Proposed

• Grant - Current

• Grant - Proposed

• Program - Current

• Program – Proposed

• Gift - Current

• Gift - Proposed

• Business Unit - Current

• Business Unit - Proposed

• Job Profile - Current

• Job Profile - Proposed

• 29

43 Outputs• Location - Current

• Location - Proposed

• Compensation Grade - Current

• Compensation Grade - Proposed

• Time Type - Current

• Time Type - Proposed

• Job Exempt - Current

• Job Exempt - Proposed

• Base Pay - Current

• Currency

• Base Pay - Proposed

• Currency

• Base Pay Change - Amount

• Base Pay Change - Percent

Worker Change History Report

• Example of Excel file (far left side)

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EMPID

Legal Name

Effective Date Business Process Type Business Process Reason

Position -Current

Position -Proposed

Job Code -Current

Job Code -Proposed

XXXYXX Peter Parker

1/1/2018 Request Compensation Change

Request Compensation Change > Base Salary Change > Mass Job Profile Grade Change/Market Adjustment

Assoc IT Systems Admin

Assoc IT Systems Admin

CT0558 CT0558

XXYTZZ Bruce Banner

1/1/2018 Request Compensation Change

Request Compensation Change > Base Salary Change > Mass Job Profile Grade Change/Market Adjustment

Help Desk Expert

Help Desk Expert

CT2181 CT2181

XLVXXV Bob Parr

1/1/2018 Request Compensation Change

Request Compensation Change > Base Salary Change > Mass Job Profile Grade Change/Market Adjustment

Staff IT Guy Staff IT Guy CT0559 CT0559

XLZZ2T Helen Parr

1/16/2018 Move Worker (Supervisory)

Manager Manager CA2011 CA2011

Next Workday Wednesday

Wednesday,

14 February 2018@ Noon

Episode #32 Credits: Thanks to the following

staff for helping craft Workday Wednesday:

Tony GautierJessie CraneyMarla TrevorCJ LongshoreTroy Bettinger

Special Shout Out to:Jim McKeever DOF Payroll,Everyone in TS especially

Elaine Moore,Diane Vertovec

Tyson Martens &Wade Balmer

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