Workday Transaction Guide Change in Contract Begin Date

Transcription

1 Workday Transaction Guide Change in Contract Begin Date This Transaction Guide describes the process by which a contingent worker s contract begin date is updated. Process Initiator Scope Relevance HR Analyst Global Contingent Worker Workflow Navigation / Search HR Analyst: Initiate/Submit Search for: <Worker Name> Before you start: Make sure you know the reason for the change in contract begin date. Step by Step Instruction 1. From the Home page, search for the contingent worker whose contract begin date needs amendment. If the contract a contingent worker process is still in progress, the worker may still be at pre-hire status and you will need to search for All of Workday to find the record. In this case, refer (A) overleaf. If the contract a contingent worker process has been completed, then the worker will be listed as usual. In this case refer (B) on page 4. v0.1 1

2 (A): Contract a Contingent Worker event still in progress. 1. From the search results, select the Contract Contingent Worker Event. 2. After selecting the event, and from the business process view, click on the Process tab. The Process tab will show how far the business process has progressed, which steps are completed and the next step required. 3. From the list of steps, locate the Contract Contingent Worker step. It should be the first one listed. 4. Against the process, click on the related actions button and select Business Process > Correct Workday displays the business process details. 5. Contract Begin Date: Adjust the contract begin date as required. 6. Contract End Date: When the contract begin date is changed, the contract end date will be cleared. Input the contract end date. v0.1 2

3 7. Comments: In the comments section, input the reason for the adjustment of the contract begin date. This is mandatory. 8. When finished click on the Submit button. Read any error or warning messages displayed carefully and take appropriate action. After submitting the transaction, Workday will confirm the details and indicate the next step which may differ depending on how far the business process had progressed. v0.1 3

4 (B): Contract a contingent Worker event successfullly completed. 1. From the search results, select the Contingent worker. 2. From the view worker screen, click on the worker history tab. 3. From the worker history page, click on the View Worker History by Category button. The Hire History section in the Staffing tab, will list the worker s hire history, and their contract contingent worker transaction will be listed with a status of Successfully Completed. 4. Against the Business Process, click on the related action buttons and select Business Process > Correct. Workday displays the business process details. 5. Contract Begin Date: Adjust the contract begin date as required. 6. Contract End Date: When the contract begin date is changed, the contract end date will be cleared. Input the contract end date. v0.1 4

5 7. Comments: In the comments section, input the reason for the adjustment of the contract begin date. This is mandatory. 8. When finished click on the Submit button. Read any error or warning messages displayed carefully and take appropriate action. After submitting the transaction Workday will confirm the details and indicate the next step. Depending on the change in effective date, the Security Partner may need to review the employee s Workday account. Workflow After submitting the transactions you can review the details by expanding the Details and Process section. The Details Tab shows the updated information. The process tab summarizes the steps in the Business Process, including the corrected contract begin date which will be listed towards the end. You can also click on the Remaining Processes button to view all the remaining steps in the business process as there may be additional tasks required as well as further approvals. When you have finished reviewing the summary details, click on the done button to close the transaction. & Notifications Workday Business Processes may generate system notifications to those involved in the process. If s are generated to prompt review or approval, these will be delivered via a daily digest to the user s account. NOTES v0.1 5