Workday Training for Managers. Session Trinity Health. All Rights Reserved. 1

Transcription

1 Workday Training for Managers Session Trinity Health. All Rights Reserved. 1

2 Reminder Please put your phone on mute. Please do not put your phone on hold. Phone lines will be muted, use the raised hand feature if you have a question AND unmute your phone line (#6) Also submit questions and comments at any time via the CHAT function Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 2

3 Reflection Worry is like a rocking chair: It gives you something to do, but doesn t get you anywhere. Casting the whole of your care all your anxieties all your worries, all your concerns, once and for all on Him; for He cares for you affectionately, and cares about you watchfully. 1 Peter 5:7 AMP 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 3

4 Agenda Session 2 Workday Security Roles What Are They, Why Do We Use Them How to Change a Job Moving a Colleague from One Job/Position to Another Requesting a Compensation Change (for a Colleague) Q & A 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 4

5 Session 2: Purpose & Objectives Purpose/Goal of this session: Prepare you to be able to use the Workday system Objectives: Session 2 At the end of this session, you will be able to: Explain the purpose of security roles Identify the steps to complete the process of changing a colleague s job Identify the steps to complete a compensation change for a colleague Note: For this session you will not have access to Workday 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 5

6 Workday Security Roles 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 6

7 Security Roles: Basic Building Blocks for Our Business Processes & Security Security Roles: Determine what a person can see and do in Workday regarding the business processes. Think of your security role as a hat you wear. Security Roles are NOT: Job titles or job definitions Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 7

8 Manager Security Role Description Manager: views and performs actions on members of assigned supervisory organization. Examples include: Compensation changes Job changes Performance reviews, staffing, recruiting (Phase 2) Terminations 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 8

9 A Key Decision: Roles Assigned at Supervisory Organization Supervisory Organizations roll up to one another to form the Supervisory Organization Hierarchy Manager Human resources Susan Steinberg, VP HR Partner Logan McNeil, VP of HR A Manager is assigned to a Supervisory Organization Managers Total Rewards Katrina Lindgren, Director Labor Relations Susan Scott Wilson, Steinberg, Director VP Logan McNeil, VP of HR Employees are members of a Supervisory Organization Members Dylan Johnson Laurie Jenkins Daljit Singh 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 9

10 Other Security Roles in Workday Business processes initiated by managers will flow to and from some of these security roles Benefit Partner Employee As Self HR Leader HR Partner HR Representative HR Shared Services Payroll Partner PTO/Time Off Partner Recruiter 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 10

11 The Change Job Business Process 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 11

12 Changing a Job for an Employee As a manager, you may initiate the Change Job process for your team members only. After you initiate, the process will be completed through the HR function. When to Use Use this process to make any of the following changes: Demotions (decrease in responsibility) Promotions Hours Change Change Location Interim Assignments Job Reclassification Move to Another Manager/Position 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 12

13 Business Process Change Job Process begins when: Manager or HR initiates a job change (transfer, promotion or data change) for an employee Process ends when: Employee s job change is successfully completed in Workday Scenarios A view of the Workday screens Transfer Employee to a new Manager Promote or Demote Employee within the same team Change an Employee s Location Change in Job details (e.g., Position, Title, Job Profile, etc.) 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 13

14 Business Process Change Job Change Job Scenario Employee Moves without Chair Transfers and Promotions Scenario Involves an employee either moving from one Supervisory Organization to another or from one position to another position within the same Supervisory Organization (e.g. promotion, location change, move to another manager, move to another position on my team) Before Transfer Filled Position Analyst Vacant Position Senior Analyst After Transfer Vacant Position Analyst Employee transfers to vacant Position, Senior Analyst NOTE: Job requisition must be created first 2014 Trinity Health. All Rights Reserved Trinity Health - Livonia, MI 14

15 Business Process Change Job Change Job Scenario Employee Moves with Chair Job Changes Shift Change Change Job Details Assignment Change Career Ladder Scenario Food Service Worker Job Change: increase in work hours, status change Food Service Worker NOTE: A job requisition will not be created 2014 Trinity Health. All Rights Reserved Trinity Health - Livonia, MI

16 Business Process Change Job Change Job Initiate First Level Approve To Do Current Supervisor Yes HR Partner, HR Representative, Recruiter HR Representative License & Certification Partner Security Partner Proposed Supervisor Yes HR Partner, HR Representative, Recruiter HR Representative License & Certification Partner Security Partner HR Partner, HR Representative, Recruiter Yes Manager HR Representative License & Certification Partner Security Partner *Employee No *Employee is notified upon completion 2014 Trinity Health. All Rights Reserved Trinity Health - Livonia, MI

17 A Glimpse at the Change Job Process Manager HR Partner Various Roles Initiate Initiate Review Change Activities Note: Refer to the Change Job job aid on the Workday help website at Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 17

18 Change Job Demonstration 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 18

19 Change Job Tips Change Job vs. Edit Position business processes: If a person goes from full time to part time, initiate the Edit Position process (for changes to the individual person and not the role) If the person is changing managers and going to part time, initiate the Change Job process If there is a job reclassification, initiate the Edit Position process (to change the hours for the position not just the person) 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 19

20 Q & A 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 20

21 Requesting a Compensation Change Business Process 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 21

22 Requesting a Compensation Change As a manager, you may initiate the Request Compensation Change process for your team members only. After you initiate, the process will be completed through the HR function. When to Use Use this process to change compensation for a colleague outside of the annual merit increase, including: Across-the-Board Adjustment Adjustment to Grade Minimum Certification Completed Intro Period Contract Conversion NOTE: This process is for ad hoc compensation changes only. Annual merit increases are completed through a separate process Trinity Trinity Health Health. - Livonia, All Rights MI Reserved

23 To Start the Change Compensation Process Process Steps 1. Log in to Workday 2. Type request comp in the search box and press Enter NOTE: If the base pay change is greater than 5%, the HR Leader will need to approve. Request comp 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 23

24 Process Steps (continued) 3. Click Request Compensation Change from the search results 4. Complete the Request Compensation Change for a specific colleague (* indicates required information) Note: To see the complete process, refer to the Request Compensation Change Job aid on the Workday help website at Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 24

25 Request a Compensation Change Demonstration Request comp Trinity Trinity Health Health. - Livonia, All Rights MI Reserved. 25

26 Q & A 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 26

27 Session 3 Topics Termination Business Process Voluntary and involuntary terminations Delegation Process How to ensure the Workday process continues in your absence Reporting 2014 Trinity 2014 Health. Trinity All Health Rights - Livonia, Reserved. MI 27