Time Tracking and Absence, PTO, and Merit

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1 Time Tracking and Absence, PTO, and Merit Change Agent Network Kickoff Leian Royce, Change Architect Carie Andree, Change Lead

2 Agenda 2

3 Change Team Introduction Accelerated Knowledge Change Team Leian Royce - Change Architect Carie Andree - Change Lead Carol Peters - Instructional Designer Trustmark Change Team Graham Traynor - Executive Sponsor Deb Pazdernik - Business Sponsor (Time Tracking) Tracy Rhomberg Business Sponsor (PTO / Merit) Heidi Manson Business Sponsor (Absence) 3

4 Change Agent Network Roles & Responsibilities Subject Matter Expert (SME) Proactively contribute local business process knowledge Review change plans for business fit Communications Cascade information locally Provide continuous feedback Verify customization of business messages (if needed) Training Identify potential business training requirements (if needed) Verify customization of training materials (if needed) Tester / Early Adopter Participate in User Acceptance Testing (UAT) to ensure business needs are met Provide early feedback and suggestions when the system goes live 4

5 Training and Communications Expectations Monthly Hours Estimate Change Team Change Agent Network Oct-Jan Lead meetings or develop materials Participate in all meetings 1-2 Develop message content Distribute messages (as needed) 1-2 Develop detailed training or communications plans Review and contribute to key plans for communications and training 1-2 Schedule and Deploy Early Adopter Training Participate in Early Adopter Training 1-2 Define business specific content for training materials Identify local stakeholders (people who need information or training); support training logistics 1-2 Create a comprehensive plan to address all changes Proactively provide business information or stakeholder feedback 1 5

6 Project Update Why are we doing this change? What will it look like when we get there? How will we get there? 6

7 Why are we changing? Time Tracking & Absence Current Challenges Multiple ways of tracking time and time- off Poor tracking and reporting capabilities Planning limitations Not scalable for future PTO Current Challenges Multiple plans across businesses Challenges in tracking plans Lacking an enterprise standard that is market competitive, flexible and recognizes career level Merit Current Challenges Multiple merit increase dates Q4 time constraints due to busy time for business 7

8 3 Changes - What s Changing? Time Tracking & Absence Merit PTO Automation of time tracking and time-off using Workday 4,000+ associates January 2019 implementation Business Sponsors: Deb Pazdernik, Heidi Manson Alignment of annual Merit pay increase from January to first payroll in April 2,000+ associates March 2019 implementation Business Sponsors: Tracy Rhomberg, Lisa Fleming Enterprise-wide PTO program 1,700+ associates January 2019 implementation Business Sponsor: Tracy Rhomberg, Heidi Manson 8

9 How will we change? 9

10 November/December Manager Training Associate Training Begin Using Time Tracking Go Live / Post Go Live Support Workday Roadshows Communication Timeline September/October Informational Webinars for Associates Launch of Time, PTO and Merit Headquarters HR and Payroll Training Go Live / No Go Live Decision User Acceptance Testing Business Readiness Assessments January - May New PTO Policy Goes Live 1 st Payroll with Time Tracking Merit Performance Reviews Occurs in February, applicable to first pay date in April May/June ELT Approval for Time & Absence Initial Communication to Senior Leaders Project Launch and Communication to Project Team June/July ELT Approval for PTO ELT Approval for Merit Effective Date Change August Informational Webinars for ELT Informational Webinars for Managers 10

11 Current Resistance Challenges Resistance Any question, concern, issue, challenge, misalignment, or obstacle that diverts or keeps the organization from moving to the future or desired state. Managing resistance is the primary focus of Change Management Trying to control We re losing out This is more work I didn t have to do that before. Why now? 11

12 What resistance do you see? Using the Webex Chat Room functionality, let s take a few minutes to ask a couple of questions! 1. What have you heard so far about the HR changes outside of this meeting? 2. Do you have any questions or concerns? 12

13 Future Meeting Agenda Items Agenda Items Provide change management education Get a pulse check on how things are going Discuss survey results (as needed) Provide communications materials needed for your business Review key upcoming events and milestones Upcoming Meeting Topics 2 nd Meeting in Oct Roadshow Preview 1 st Meeting in Nov End User Training Preview 2 nd Meeting in Nov Delta Plan Review 1 st Meeting in Dec Go Live Checklist 2 nd Meeting in Dec Support/Address Challenges 1 st Meeting in Jan 1 st Payroll Review 2 nd Meeting in Jan Sustainment Plan 13

14 Questions 14