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WORKDAY TRAINING APPOINTMENTS. REIMAGINING OUR WORKDAY Agenda Overview – Appointments in Workday; Navigation Creating an ApplicantInitiating a HireAdding.

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Presentation on theme: "WORKDAY TRAINING APPOINTMENTS. REIMAGINING OUR WORKDAY Agenda Overview – Appointments in Workday; Navigation Creating an ApplicantInitiating a HireAdding."— Presentation transcript:

1 WORKDAY TRAINING APPOINTMENTS

2 REIMAGINING OUR WORKDAY Agenda Overview – Appointments in Workday; Navigation Creating an ApplicantInitiating a HireAdding an Additional JobWrap-up

3 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

4 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

5 REIMAGINING OUR WORKDAY Appointments –A note on positions –Hires vs adding additional jobs –Primary Job –The Onboarding Letter Primary Home , 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 identified) Instructions via US Mail

6 REIMAGINING OUR WORKDAY Appointments SUBD Position & Job Requisition HC PositionApplicantHire Additional Job(s) The Big Picture

7 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

8 REIMAGINING OUR WORKDAY Navigation Demo

9 REIMAGINING OUR WORKDAY Create Applicant

10 REIMAGINING OUR WORKDAY

11 Try it!

12 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

13 REIMAGINING OUR WORKDAY

14 Manager

15 REIMAGINING OUR WORKDAY Manager

16 REIMAGINING OUR WORKDAY Propose Compensation No Pay: skip comp step, and on Assign Pay Group=No Pay.

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

24 REIMAGINING OUR WORKDAY Company Cost Center Multi Payroll Indicator Union Role Not Student KFS Organization… Assign Organizations

25 REIMAGINING OUR WORKDAY Select the applicable paygroup: Bi-weekly, or Semi-monthly Assign Paygroup

26 REIMAGINING OUR WORKDAY Try it!

27 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

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

31 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

32 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

33 REIMAGINING OUR WORKDAY Try it!

34 REIMAGINING OUR WORKDAY Summary Congratulations! You have completed the Workday Appointments training session.

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