1. The Manager and Employee Workday Experience

2. Ground Rules Abide by the class timing Sign the attendance sheet
Turn off your cell phones
Take breaks when scheduled
Explain
Basic information regarding logistics aspects of the training (depending on the localization, classroom conditions etc.)
The ground rules to be followed during the session in order to benefit from the whole training.
Feel free to ask questions
Actively participate in class

3. Contents Lesson 1 - The Employee and Manager Experiences
Lesson 2 - Client Service
Exercise
Course Recap
Discuss
Discuss the contents of the course and various lessons that will be covered in it. Giving a one line brief of what will be covered in each lesson will be helpful to set the right tone for the session and participants will have an idea of what to expect in the coming slides.

4. Course Introduction
This course will help HR to have an understanding of the Employee and Manager Workday experience in order to provide the right level of services and support. This course also covers what the Managers can do in the rollout and how will HR support them. The prerequisite to this course is course # 302 – Workday Foundation for HR.
By the end of this course, you will be able to:
Recognize the nuances of Employees and Managers Workday experience
Provide the right level of services and support to employees and managers
Explain
This course will give HR an understanding of the employee and manager workday experience and what the employees and managers can do in the roll out, so that HR can provide the right level of support to them.
Discuss
Discuss the course objectives in detail and set the right expectations from the course

5. The Manager and Employee Workday Experience
Lesson 1
The Manager and Employee Workday Experience
Summary
Lesson 2
The Employee and Manager Experiences
Understanding of the Employee Workday Experience and Employee Direct Access
Understanding of the Manager Workday Experience and Manager Direct Access
Discuss
Discuss the contents of the lesson and various topics that will be covered in it.

6. The Employee Workday Experience
Workday solution is available to the employees in Delphi so they can manage their own information and requests.
From the home page, the Employee can access the ‘All About Me’ page that is Workday’s one stop shop for all employee direct access and information needs. From the ‘All About Me’ page, an employee can access all relevant information about themselves. The access to information will depend on their role and employee direct access activities enabled in the system.
The Employees can also view their profile in Workday using the ‘View Profile’ option in the ‘My Account’ section. Employees will need to click on their picture on the top right of their Workday screen to bring up this option.
Explain
The importance of the ‘All About Me’ page where employees can access all relevant information about themselves
Access to information from the ‘All About Me’ page will depend on the direct access configurations enabled in the Delphi Workday system

7. Information The Employees Can Access From “All About Me” Page
Personal Information
Manage personal information such as contact, emergency contact information, marital status, personal addresses, and phone numbers, as well as employee documents.
Pay
View compensation related information, create and edit timesheet, make payment, and withholding elections.
Time Off
Manage time off by entering and correcting time off and requesting leave of absence. All time off balances and requests can be viewed along with their current status.
Directory
View and navigate through their organization using links. See which organizations they belong to or view their organization’s hierarchy. Browse business sites, organization directories, and management chain.
Reports
Access specific reports available to them. Access is based on security policy of the reports.
Favorites
Add and access links to common tasks, items, and reports.
Explain
The ‘All About Me’ page provides access to groups of related tasks, reports and links called worklets
Worklets are hyperlinks that are organized by functional category and represent different kinds of tasks or work that the employee can easily perform using direct access functionality. Time Off, Benefits, Reports etc. mentioned in the above table are some of the worklets that can be viewed from the ‘All About Me’ page
Information the employee can access from each of the above mentioned worklets
Employees can personalize this page to include the desired worklets using the ‘Configure this page’ option
Notes:
The Employees can personalize this page using the ‘Configure this Page’ option.

8. Employee Direct Access
Workday allows Employees to initiate changes and tasks as self. The process also allows for HR, Manager and other Reviews and Approvals of the changes an employee makes.
Business Processes
Initiated by Employee?
HR Review/ Approval?
Legal Name Change
Yes
Preferred Name Change No
Manage Social Networks
Contact Change
Personal Information Change
Yes (DOB and Citizenship)
Edit Government IDs
Edit Licenses
Passport and Visa Change
Edit Other IDs
Photo Change
Explain
All the processes listed above can be initiated by Employee as self
The table indicates the processes that require HR Review and/ or Approval, and a Review and/ or Approval from other role holders
The table also indicates Actions/ To Dos for other role holders in each of these processes that can be initiated by the employee

9. Employee Direct Access
Business Processes
Initiated by Employee?
HR Review/ Approval?
Other Review/ Approvals
Other Actions/ To Dos
Change Benefits
Yes No
Benefits Partner
Benefits Partner, Employee as Self
Change Benefits for Life Event
Employee as Self
Change Retirement Savings
Dependent Event
Manage Memberships
Manage Competencies
Manager
Manage Education
Manage Languages
Manage Accomplishments
Manage Work Experience
Manage External Job History
Manage Relocation Preferences
Explain
All the processes listed above can be initiated by Employee as self
The table indicates the processes that require HR Review and/ or Approval, and a Review and/ or Approval from other role holders
The table also indicates Actions/ To Dos for other role holders in each of these processes that can be initiated by the employee

10. Employee Direct Access
Business Processes
Initiated by Employee?
HR Review/ Approval?
Other Review/ Approvals
Other Actions/ To Dos
Manage Travel Preferences
Yes No
Manage Job Interests
Manage Career Interests
Manage Certifications
Manager
Manage Awards
Manage Training
On-boarding
HR, Employee as Self
Request Time Off
Correct Time Off
Delegate Task
Request Delegation Change
Explain
All the processes listed above can be initiated as Employee as self
The table indicates the processes that require HR Review and/ or Approval, and a Review and/ or Approval from other role holders
The table also indicates Actions/ To Dos for other role holders in each of these processes that can be initiated by the employee
Notes:
The Managers can also initiate all the “Employee as self” business processes.

11. The Manager Workday Experience
Workday goes beyond the capabilities of a traditional direct access solutions and offers a simple and intuitive interface for managers to help them utilize relevant information and perform their jobs more effectively. Workday offers:
Access to real-time data
“My Team” Page for managers to access information related to their team
Access to standard and customized reports with real-time data
Greater involvement in processes to approve and deny transactions as well as get notified on relevant business processes
Access to view and track the progress of a review and approval action
“Speed of Thought Navigation” that allows managers to be more productive and focused
Access to information anytime and anywhere via their mobile devices
Explain
The information access that managers have in Workday:
“My Team” page to access information related to their team
Reports with real-time data
Greater involvement in processes to approve, deny transactions and well as get notified on relevant business processes
View and track progress or review and approval action
Access to real-time data enhances manager Workday experience and helps them perform their jobs effectively

12. Manager’s Role in Business Processes
The following table lists the business processes that HR will initiate on behalf of Managers in Workday during the first three waves of the implementation. The tables also lists the processes that involve Managers to take actions and review/ approve business processes.
Managers will also get notified on relevant processes.
Business Processes
Initiated by Manager?
Manager To Do?
Manager Review/ Approval?
Manager’s Manager Action/ Review/ Approval?
Request Compensation Change
Yes No
Request One Time Payment
Create Job Requisition
Job Requisition Change
Close Job Requisition
Termination
Title Change
Explain
HR will work with Managers to initiate few business processes. HR will be able to initiate on manager’s behalf, however such approach is only suggested during the first three waves of the Workday implementation at Delphi. The table on the slide lists the bp’s. The table also lists the processes with Manager involvement to take action, review and/ or approve processes
For other relevant business processes, Managers will continue to stay involved to by getting notified as needed

13. Manager’s Role in Business Processes
Initiated by HR
Manager To Do?
Manager Review/ Approval?
Manager’s Manager Action/ Review/ Approval?
Change Job
Yes No
Request Time Off
Correct Time Off
Request Leave of Absence
Request Return from Leave of Absence
Contract Contingent Worker
End Contingent Worker Contract
Request Delegation Change
Manage Competencies
Manage Certifications
Explain
HR will work with Managers to initiate few business processes on their behalf during the first three waves of the Workday implementation at Delphi. The table on the slide lists the bp’s. The table also lists the processes with Manager involvement to take action, review and/ or approve processes.
Processes ‘Change Job’, ‘Request Return from Leave of Absence’ and ‘Contract Contingent Workers’ are initiated by HR but not on behalf of the Managers
For other relevant business processes, Managers will continue to stay involved to by getting notified as needed
Notes:
The ‘Change Job’ , ‘Request Return from Leave of Absence’ , Contract Contingent Worker’ business processes are initiated by HR, but not on behalf of the Manager

14. “My Team” Page Explain Navigation of the “My Team” page
The “My Team” page is Workday’s one stop shop for all managers. From this page managers can access all relevant information about their employees such as compensation, time off requests, etc.
The various worklets that can be accessed from this page
This page can be configured as needed, using the “configure this page” link

15. Manage Employee Details
From the Employee Detail screen, managers can access all relevant information about their employee such as job history, service dates, position history, total compensation data, and time off balances.
Explain
On the employee page, there are various tabs that provide managers access to all relevant information about their employees such as job details, manager history, contact, time off and leave requests, compensation, etc.

16. Manage Compensation
From the Compensation worklet managers can use the reporting capabilities to view, track and report on team performance and compensation.
Explain
Look and feel of the “Compensation” worklet and the Request and View options
Managers can request: Compensation Change, One-Time Payment, Stock Grant
Managers can view: Compensation Summary, One-Time Payments, etc.

17. The Manager and Employee Workday Experience
Lesson 1
The Manager and Employee Workday Experience
Summary
Lesson 2
Client Service
HR Case
How will HR Support the Employees and Managers?
Discuss
Discuss the contents of the lesson and various topics that will be covered in it.

18. HR Case The current state HR faces the following issues:
However, the implementation of Workday will:
Lack of standard processes and technologies
Fragmented data systems
Lack of visibility
Repetitive and duplicate administration
Eliminate redundant requests for data
Provide automated workflow for approvals of transactions
Empower employees to access their own information
Enable managers to access their employees’ information thus reducing the volume of ‘traffic’ to HR
Free up HR time to work on more strategic activities such as talent development, succession planning, etc.
Explain
The challenges HR faces in the current state i.e. with the current systems and processes
The advantages HR will experience while using Workday in future state
Draw out comparison points highlighting the positives of Workday

19. Workday - Shaping HR’s Future
Strengthening workforce intelligence
Providing leaders a 360-degree view
Elevating HR’s role in business decision-making
Optimizing return on workforce investment
Providing immeasurable value to overall business intelligence infrastructure
Explain
The points mentioned above explain how Workday will shape HR’s future to a strategic business partner

20. HR on the Move! Strategic Evolving Administrative Our Future
With Project ABLE
Our Future
HR ON THE MOVE
Administrative
Evolving
Strategic
Today
Time Allocation
Discuss
Using the points in the previous slides, discuss how the implementation of Workday will evolve the role of HR to be a strategic business partner at Delphi

21. Exercise Scenario Discuss at your table for 5 minutes
Assign a note taker
Assign a presenter to report to the broader group
Note to instructor
Divide the participants into small groups of 3-4. For Train the Trainer, learners/ attendees will be working in smaller groups.
10 mins

22. Scenario: Providing Great HR Services to Managers and Employees
How can Workday better enable HR to deliver it’s services to employees and managers?
Consider current and future states in these areas:
How does HR typically communicate with the employees/ managers: e.g. dedicated mailbox? Share point? Phone?
How do managers/ employees typically contact HR when they have needs?
What general resources does HR have to support employees and managers? Do the managers have the same access to support resources as HR?
Note to instructor
The groups should be discussing and the trainer should float from table to table to listen in. Then bring the groups together as a class to facilitate a discussion.
Ideas/ concerns should be flip charted for follow-up as necessary

23. HR Best Practices to Support Managers and Employees
Ensure data accuracy
Maintain data privacy
Take timely action on requests
Provide offline support as needed
Reach out to appropriate teams to resolve any issue the employee is facing
Refer to supporting materials on Sharepoint such as Quick Reference Guides, etc. to best support the employees and managers
Note to instructor
Instructors should build on the previous slide where discussion points are captured. When reviewing these tips, only cover the ones that group didn’t come up with
Discuss
How HR can make a difference by:
Taking timely action on requests
Actively supporting employees and managers even outside of Workday
Reaching out to appropriate teams to help resolve any issue the employee is facing
Ensuring data accuracy
Maintaining data privacy

24. Course Recap Questions? In this module the following were covered:
Employee Workday Experience and Employee Self Service
Manager Workday Experience
HR Case
Best practices to support managers and employees
Questions?