Workday training appointments
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Workday Training Appointments. Agenda. Training Objectives. 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.

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Workday Training Appointments

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Workday training appointments

Workday TrainingAppointments


Agenda

Agenda


Training objectives

Training Objectives

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


Overview

Overview

Setting Expectations

  • Ownership of data - a new level of both access and accountability

    Workday

  • Data at the source

  • Business Processes (BPs), roles and workflow


Workday training appointments

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


The big picture

The Big Picture


New terminology and procedures

New Terminology and Procedures

  • Allowances

    • Any additional pay is considered an allowance in Workday.

  • MultipleJobs

    • Add Job

    • Primary job vs secondary jobs

      • Multi Company and Multi Paygroup


Navigation demo

Navigation Demo

http://impl.workday.com/cornell3


Create applicant

Create Applicant


Workday training appointments

Try it!


The hire

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


Workday training appointments

Manager


Workday training appointments

Manager


Workday training appointments

Propose Compensation

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


Final steps to the hire

Final Steps to the Hire

HR Partner

  • Charge Org Assignments

  • Assign Pay Group

  • Review/Approve


Assign organizations

Assign Organizations

  • Company

  • Cost Center

  • Multi Payroll Indicator

  • Union Role

  • Not Student

  • KFS Organization…


Assign paygroup

Assign Paygroup

Select the applicable paygroup:

  • Bi-weekly, or

  • Semi-monthly


Workday training appointments

Try it!


Add job

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


Final steps to add job

Final Steps to Add Job

HR Partner

  • Charge Org Assignments

  • Assign Pay Group

  • Review/Approve

    Note: Switch Primary Job


Assign organizations1

Assign Organizations

Company, Cost Center, Union Role, Not Student, KFS Org…

* Multi-payroll indicator:

  • Multi Company

  • Multi Paygroup

  • Multi Company AND Multi Paygroup


Assign paygroup1

Assign Paygroup

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.


Workday training appointments

Try it!


Summary

Summary

Congratulations!

You have completed the Workday Appointments training session.


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