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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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Presentation Transcript
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
slide5

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
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

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
slide16

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
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.

summary
Summary

Congratulations!

You have completed the Workday Appointments training session.

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