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Onboarding Partners for Grad School and High Volume Wage Units​

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Presentation on theme: "Onboarding Partners for Grad School and High Volume Wage Units​"— Presentation transcript:

1 Onboarding Partners for Grad School and High Volume Wage Units​
July 17, 2017

2 Overview The Grad School and some units with large wage populations (e.g. ABS, ICA, etc.) have agreed to retain the onboarding functions for wage payroll and graduate assistants “in house”. This document outlines specific unit responsibilities for the interim period leading up to the implementation of Workday on December 10, and beyond.

3 Decentralized Wage** Wage FOOD SERVICES (H&FS) INTERCOLLEGIATE ATHLETICS AGRICULTURAL SCIENCES (AG EXTENSION) STUDENT AFFAIRS OFFICE OF THE PRESIDENT BRYCE JORDAN CENTER (A&BS) COLLEGE OF ENGINEERING EBERLY COLLEGE OF SCIENCE HOUSING (H&FS) POLICE & PUBLIC SAFETY Units listed on left will assume primary ownership of the following transactional tasks*** Task Timing IBIS Entry June 26 - Workday Go-Live Dec 10 NeoCase Forms (EA Forms) Starting Workday Go-Live Dec 10 Onboarding (I-9s and New Hire Paperwork) As of June 26 – Indefinitely (Leverage the “Onboarding Partner” Role effective Workday Go-Live Dec 10)

4 Decentralized Grad** Units listed on left will assume primary ownership of the following transactional tasks*** Grad AGRICULTURAL SCIENCES COLLEGE OF ENGINEERING EARTH AND MINERAL SCIENCES EBERLY COLLEGE OF SCIENCE GRADUATE SCHOOL HEALTH AND HUMAN DEVELOPMENT LIBERAL ARTS SMEAL COLLEGE OF BUSINESS Task Timing IBIS Entry June 26 - Workday Go-Live Dec 10 NeoCase Forms (EA Forms) Starting Workday Go-Live Dec 10 Onboarding (I-9s and New Hire Paperwork) As of June 26 – Indefinitely (Leverage the “Onboarding Partner” Role effective Workday Go-Live Dec 10)

5 Decentralized Wage/Grad Responsibilities During Interim Period (July 24 – December 9)
Unit Shared Services Posts wage/grad position in EJMS (optional for grad) Enters background check request and notifies manager once completed. Submits “Request Background Check” Form to Shared Services (spreadsheet available for multiple wage/grads) Contact wage/grad with any instructions; answer questions Completes onboarding including I-9 and associated paperwork Enters IBIS form

6 Decentralized Wage/Grad Responsibilities at Workday Go-Live (December 10 – ongoing)
Manager or Designee Shared Services Onboarding Partner * Submits “Request to Post – Part-Time” Form to Shared Services to post position in EJMS (optional for grad) Posts wage/grad position in EJMS (optional for grad) Completes onboarding including electronic I-9 Submits ”Initiate Hire/Appoint – Part-Time” Form to Shared Services Enters background check request and notifies manager and onboarding partner once completed. Verifies wage/grad completion of electronic onboarding forms in Workday; and enter I-9 information in Workday Contacts wage/grad with any instructions; answer questions Enters hire/appointment into Workday * Units will receive formal Workday Onboarding Partner and electronic I-9 training in November

7 Wage/Grad Onboarding Process Flow During Interim Period
(July 24 – December 9) Submits Initiate Hire/Appoint – Part-Time Form Contacts Wage/Grad Completes Onboarding Completes IBIS Processing Shared Services (SS) Units Contacts new hire and copies manager when paperwork and background check have been completed and new hire is cleared to begin working. Enters appointment in IBIS Submits Initiate Hire/Appoint – Part-Time Form to Shared Services via , attaching spreadsheet for multiple wage/grads Meets with New Hire Completes I-9 and new hire paperwork Issues PSU ID (non-student only) Sends welcome with background check instructions and onboarding information (cc to manager) Submits Request Background Check Form Submits Background Check Contacts Wage/Grad and Completes Onboarding Completes IBIS Processing Decentralized Wage/Grad Units Submits Request Background Check Form to Shared Services via , attaching spreadsheet for multiple wage/grads Enters background check request and notifies manager once completed. Meets with New Hire Completes I-9 Issues PSU ID (non-student only) SSC Staff Manager or Proxy Onboarding Partner (for decentralized wage, grad, and campus hires) Note: This process assumes that the manager has ensured funding is available, any necessary approvals have been obtained, the job has been posted, interviews have been completed, and a top candidate has been selected.

8 Wage/Grad Process at Workday Go-Live (Dec. 10 - ongoing)
Submits Initiate Hire/Appoint – Part-Time Form in Neocase Processes Hire Completes Onboarding Completes Post-Hire Items Submits Initiate Hire – Part-Time in Neocase, attaching spreadsheet for multiple hires Upload any paper forms not uploaded by New Hire Monitor background check completion (for 2-wk exceptions), provisional hires, completion of I-9 files/SSNs) Shared Services (SS) Units Enters background check in Workday Enters hire/appointment in Workday (ideally after background check is complete, but may be completed prior) Meets with Wage/Grad Completes electronic I-9 Ensures Wage/Grad completes remaining Onboarding steps in Workday/wet signature forms Completes Onboarding/Onboarding Fields in Workday Submits Initiate Hire/Appoint – Part-Time Form in Neocase Processes Hire Completes Post-Hire Items Upload any paper forms received from Onboarding Partner Monitor background check completion (for 2-wk exceptions), provisional hires, completion of I-9 files/SSNs) Decentralized Wage/Grad Units Submits Initiate Hire – Part-Time in Neocase, attaching spreadsheet for multiple hires (could also be done by Proxy Role) Enters background check in Workday Enters hire/appointment in Workday (ideally after background check is complete, but may be completed prior) Meets with Wage/Grad Completes electronic I-9 Ensures Wage/Grad completes remaining Onboarding steps in Workday/wet signature forms Completes I-9 fields in Workday Sends any paper forms to SSC (i.e. paper I-9 and wet signature forms) SSC Staff Manager or Proxy Onboarding Partner (for decentralized wage, grad, and campus hires) Note: This process assumes that the manager has ensured funding is available, any necessary approvals have been obtained, the position has been posted, interviews have been completed, and a top candidate has been selected.


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