MANAGER REFERENCE WORKDAY MANAGER QUICK GUIDE BASIC NAVIGATION. Access Workday on a Computer. Access Workday on ipad or iphone. Workday Banner MY TEAM
|
|
- Christine Singleton
- 6 years ago
- Views:
Transcription
1 This guide provides navigation help and basic steps for the following Workday topics (click topic to view): Basic Navigation Compensation Talent Other Tasks & Tips My Team Team Performance Team Time Off Help & Support BASIC NAVIGATION Access Workday on a Computer From Medtronic Network: Click the Workday link on the mymedtronic home page. From Any Computer with a secure Internet Connection: Go to Access Workday on ipad or iphone To access Workday on a mobile device (iphone or ipad), you must install AirWatch and download the Workday app. For detailed instructions, refer to Install, Log In and Quick Actions for iphone and ipad Job Aid Workday Banner Home Click to return to your Workday Home page. Search Search for people, tasks, reports and more. Home Click logo to return to your Workday Home page. Profile Click to access your Profile, Home, Inbox, Notifications, Favorites, W:Drive, My Account page, Sign Out button and other menu items. MY TEAM Manager Home Page Navigation: Click Home (top left icon or click Workday logo at top of page) A manager s Home page includes worklets available to all employees and the following manager worklets: 1. My Team: Use to view information about your team and to initiate team tasks. 2. My Team s Time: (Not available in all locations.) Use to review time worked and time off balances for your direct reports. Refer to Workday Time Tracking Reference for Managers. 3. Team Time Off: Use to manage time off and leave of absence tasks for your direct reports. Not available in all countries. 4. Team Performance: Use to complete Performance Reviews (Performance Acceleration) and manage goals for your team. 5. Compensation: Use to review and complete Salary Planning activities. Click the Configure this page icon to add or remove optional worklets or to change the order of worklets on the Home page. 1 of 10
2 My Team Worklet Use the Actions to perform tasks including Transfer, Promote or Change Job, Manage Succession Plan, Terminate and Business Title Change. When using the Actions links, you will be prompted to enter the team member s name. Use the View links to access data and reports about your direct reports and organizations. View Employee Information 1. Click the worker s name link. Workers are listed below Actions/View section. 2. Select Overview, Personal, Performance, Career, Benefits, Pay and Time Off tabs to view additional information. 3. Select sub-headings to view details available to manager. 4. To view tasks for this worker, click the Actions icon below worker s name. 5. To view tasks, hover cursor over an Actions heading and select a task from the menu. Transfer, Promote or Change Job (For employees and contingent workers) 1. Under Actions, click Transfer, Promote or Change Job. 2. In Worker field, enter employee name or select from prompt, and click OK. 3. Start: To make changes, click Edit icon and answer questions: When do you want this change to take effect? Why are you making this change? Who will be the manager after this change? Which team will this person be on after this change? Where will this person be located after this change? 4. Click Save, and then click Start. The pages that follow will vary depending on your answers on the Start page. 5. Complete Job, Move (Manager Transfers Only), Location, Details, Attachments, Organizations and Compensation sections as needed, and click Next to continue. To navigate, click section headings in left panel. 6. On Summary page, confirm changes, click Submit, then click Done. Click the More (xx) links to display additional items. Overview Job Details, Compensation, Management Chain, Organizations, Support Roles, and more Personal Names, Personal Information, Contact, Emergency Contacts and Documents Performance Performance Reviews, Development Plans, Goal Details, Potential, Succession Profile Career Professional Profile, Relocation, Travel, Languages, Training, Achievements and more Benefits Additional Data Pay Pay Group Time Off Time Off Balance, Time Off and Leave Requests All changes can be made from the Summary page. Use lefthand Navigation Panel or Edit section details. Contact AskHR for assistance if needed. icon to view and edit Promotions can be used with or without Manager/Supervisory Organization changes. Transfers should be used with Manager/ Supervisory Organization changes. Data Changes should not be used with Manager/Supervisory Organization changes. Data changes may include changes to Job, Location, Shift, Hrs, Business Title, or Cost Center. (If any data changes are occurring due to a transfer or promotion they should be updated within the transfer/promotion process, not as a separate data change.) Once you select a reason for the change, Workday applies the appropriate data change rules, work flows, approvals and notifications. To access additional resources, go to myworkday Support site > Managers > My Team/Employee Changes. 2 of 10
3 Hire Employee Hiring processes may vary according to local procedures. 1. Determine if there is an existing position for the new hire or if one must be created in Workday. 2. Contact AskHR to request that a new position is created (if needed) and to initiate a hire. Note: Creating a position is NOT required if the manager is filling a vacated position that already exists in Workday. The existing Position ID can be used to create a requisition in Taleo. 3. Reach out to your Finance Partneror HRBP to verify that you have the correct cost center and home account, if applicable, before creating a requisition. 4. Create a requisition in Taleo. See Taleo Training for Hiring Managers. Work with HR to select the final applicant and extend the offer. The applicant s personal and requisition data is automatically fed to Workday. The hire process is initiated in Workday and AskHR completes the transaction. An open position must exist in Workday before an applicant can be hired or a contingent worker can be contracted. Newly created Workday positions will feed to Taleo (Medtronic s Talent Acquisition system) every hour. Onboarding: When the hire process is completed in Workday, an Enterprise User Account (EUA) will be created for the applicant. A Network ID will be ed to the Applicant, along with a temporary password, two days after the hire is entered in the system. This will allow the Applicant to access Workday to complete onboarding tasks before their start date. Note: Hourly manufacturing employees outside the USA and Puerto Rico will NOT receive account information or onboarding tasks. Personal Information and National IDs, which are not a part of the hire process, will need to be updated by HR. Contract Contingent Worker 1. To request that a contingent worker record be set up in the Workday system, complete the Contingent Worker Request form (if required) and send to AskHR@medtronic.com. AskHR or local HR enter the requests into Workday. Update Contact Information for Contingent Worker > Click worker s name 1. Click Actions button next to worker s name. 2. Hover cursor over Personal Data and select > Change Contact Information. No form is required if you are using the Consult system for Agency/Temp workers in the U.S. and Puerto Rico. To access the Contingent Worker Request form and other resources, go to myworkday Support site > Managers > Contingents. Contingent workers do not have access to Workday. Managers must ensure that contingent contact information is current. [C] after worker name = Contingent Worker 3. Enter Home Contact Information as needed. a. To make changes, click Add button or Edit icon. 4. Enter Work Contact Information as needed. a. To make changes, click Add button or Edit icon. 5. Click Submit. 3 of 10
4 End Contingent Worker Contract > Click worker s name 1. Click Actions button next to worker s name. 2. Hover cursor over Job Change and select End Contingent Worker Contract. 3. Enter Contract End Date. 4. Click Reason prompt and select Voluntary or Involuntary and then select specific reason. 5. Select the Close Position checkbox prior to submitting the End Contingent Worker Contract process. 6. Enter Additional Information as needed. 7. Add Attachments if required. 8. Click Submit, and then click Done. Terminate Employee (For employees only; not available for contingent workers) To meet regulations, a worker s network account must be inactivated within 5 days of the worker s termination date. 1. Under Actions, click Terminate. 2. In Employee field, enter employee name or select from prompt. 3. Click OK. Terminate Employee page displays. 4. Click Reason prompt and select Voluntary and then select specific reason. Contact Employee Relations or AskHR for assistance with Involuntary terminations. 5. Enter Termination Date. 6. If position is being closed, select the Close Position checkbox. 7. Enter Additional Information as needed. 8. (Optional) In comment box, enter a note if applicable. For U.S. and Puerto Rico employees, provide information about hours worked in final pay period or unreported time off from prior pay periods. 9. Click Submit, and then click Done. Use the End Contingent Worker Contract process to terminate a Contingent Worker. Terminations should occur several days prior to the termination date. To meet regulations, a worker s network account must be inactivated within 5 days of the worker s termination date. Contingent positions should always be closed because they are temporary. If Contingent Worker is through Fieldglass, Consult team (KellyOCG) is automatically notified by the Workday termination event to work with the manager to close out the work order. For step-by-step help with Terminations, click the top right corner of the Terminate Employee page. Managers must terminate a worker in Workday immediately once termination date is known for voluntary terminations. in the (For US/PR only) Ideally, initiate the termination several days before the worker s actual termination date, but not more than one pay period before the date. Termination Date is last day employee is considered a Medtronic employee and typically the last day worked. Workday Payroll uses the Termination Date as the last day for which employee should be paid. If employee should be paid through a date other than Termination Date, override default date by entering appropriate date in Pay Through Date field. Only close a position if not expected to be filled again. Canada will enter ROE information. Access to Workday and other Medtronic systems will be discontinued within 1 business day of employee s termination. To access additional resources, go to myworkday Support site > Managers > Terminate Worker. 4 of 10
5 COMPENSATION (For employees only; not available for contingent workers) View Compensation Information > Click worker s name 1. Click Actions button next to worker s name. 2. Under Actions, hover cursor over Compensation and click View Compensation. 3. In View As Of field, change today s date to a different date if desired. 4. Click OK. 5. If desired, expand the Primary Compensation Basis Pay Range section. Position In Range bar represents the employee s position within the min/max pay range. (50% = 1.00 Compa-ratio). Compa-ratio represents employee s pay/midpoint (market) value. Request Compensation Change Refer to myworkday support site > Managers > Compensation > Request, Propose and Change Compensation > Manage Team Compensation Job Aid for Ad Hoc compensation changes. If the compensation change is as a result of a job change, refer to myworkday Support site > Managers > My Team/Employee Changes > Change Job > Manage Employee Job Changes Job Aid (MngEmpJobChg- JA). To access additional resources (including Job Aids & Video Demos), go to myworkday Support site > Managers > Compensation. Request One-Time Payment A one-time payment request is initiated when an employee is to receive a lump sum amount in lieu of a base pay increase. Refer to myworkday support site > Managers > Compensation > Request, Propose and Change Compensation > Manage Team Compensation Job Aid (MngTeamComp-JA). To access additional resources (including Job Aids & Video Demos), go to myworkday Support site > Managers > Compensation. 5 of 10
6 TEAM PERFORMANCE (For employees only; not available for contingent workers) The Performance and Annual Rewards cycle occurs annually. Communications will be sent that contains links to tools and resources at the time managers will engage with the cycle. For additional tools and resouces refer to myworkday Support. View Your Team s Goals Navigation: Home > Team Performance worklet 1. Under View, click Goals. By Employee Tab 2. Click the Worker column heading to Sort and Filter. Click Value prompt, select the employee from the list, and then click Filter. 3. To add and view comments, click Comments icon and then click Post after entering a comment. 4. To view all details for a specific goal, including comments, click goal name. Click back arrow to return to My Team s Goals page. 5. To make changes to a goal, click Edit next to employee s name. To edit goal data, click the goal listed in left panel and edit fields as needed. To add a goal for employee, click Add and then click Done to save changes. When finished adding or editing goals, click Submit, and then click Done. 6. To print all employee goals with comments: Go to the Workday Home page. Click Team Performance worklet. Click My Team s Printable Goals. Click OK to print all goals, or select an employee from the prompt. To generate a PDF, click Print at bottom left of page. Click Notify Me Later and a pop-up notification with link to PDF file will display when report is available. To export to Excel, click Export to Excel icon in upper right. The My Team s Goal page includes two tabs: By Worker tab lists your direct reports alphabetically. By Goal page is useful to view assigned goals. It includes the ability to add and view notes. Employees do not receive notifications if changes are made to their goals. To assign goals to employee(s), click the Add Goal to Employees button (top left). Goals that have been used in a Performance & Development Summary cannot be deleted. To access additional resources, go to myworkday Support site > Managers > Performance. By Goal Tab 1. From My Team s Goal page, to view assigned goals for your team, click By Goal link at top of page. 2. To see goal details, click a goal name. Talent Performance Resources Additional Team Performance resources is available on myworkday Support website and the PCD Portal. 6 of 10
7 TALENT View Employee Career Profile 1. Click an employee s name link. 2. Click the Career heading in left panel. 3. To view information, click Professional Profile, Relocation, Travel, Languages, Training, Achievements, Certifications and Professional Affiliations. Career profile information is available for employees but not contingent workers. TEAM TIME OFF (For employees only; not available for contingent workers. Not available for all countries. Processes may vary by country, therefore refer to local procedures.) View Time Off Balances Navigation: Home > Team Time Off worklet 1. Under View, click All Time Off. 2. Click Organization prompt and select your organization. 3. Click Include Subordinate Organizations checkbox if applicable. 4. Click Include Managers checkbox to include managers in the list if applicable. 5. Enter a Start Date and End Date if desired. 6. Click OK. 7. Click Magnifier icon or Related Actions icon to view details, including any comments that may be available. Enter Time Off for Employee 1. Hover over the employee name for whom you want to enter time off. 2. Click the Related Actions icon next to the employee s name. 3. Select Time and Leave > Enter Time Off. 4. On the calendar, select the day(s) for the time off. 5. Click Request Time Off button. 6. Enter the Type of time off requested. 7. The Daily Quantity field may default with the employee s daily scheduled hours based on how it is configured. If so, it is usually editable. Time off is earned time that employees are awarded (e.g. vacation/pto) and can use to take time off from work. Use this process to view time off for all of your employees. It includes time off by type, number of time off units (days or hours) and other data. For countries that have implemented Time Off, managers can also enter time off and correct time off for employees. To access additional resources, go to myworkday Support site > Managers > Time Off. Only the Time Off Types for which the employee is eligible will display in the Type list. The employee will receive a notification that time off has been requested and approved by the manager. 8. If Reason field displays, click prompt and select PTO or Sick. 9. Click Submit to save. 7 of 10
8 Correct Time Off for a Direct Report Navigation: Home > Team Time Off worklet 1. Click Correct Time Off under Actions. This option only works after a time off request has been submitted and approved. 2. In Worker field, enter the name of the affected employee. 3. Click OK. 4. Select the checkbox for a time off entry to open the details. 5. Select multiple days if you are making the same correction to each day. 6. Correct a previously approved time off entry by entering the correct number of hours per day. 7. To remove the entry, enter 0 in the Daily Quantity field or click Remove Row The Correct Time Off screen is similar to the Enter Time Off screen, with the exception of the Correction to Requested column. Depending on location, time off submitted in Workday can be corrected up to the beginning of the current month, or for the previous 90 days. icon. 8. Enter a comment if needed. 9. Click Submit. Place Employee On Leave or Return Employee From Leave Contact AskHR to request that an employee be placed on leave or returned from leave. Your request will either be escalated to the appropriate COE for processing or AskHR will direct you to the appropriate point of contact. Search OTHER TASKS & TIPS 1. In Search field, enter the first three letters of a word or the complete word, and then press Edit key to display Search Results. Spelling must match. 2. To narrow your search, select an option from the Categories list. The default search category is Common. Use it to search for people, organization, reports and tasks. All of Workday category enables you to search everything to which you have access. Use Staffing to search for jobs, positions, applicants, terminated workers, and searches for workers by job or position. To search for Medtronic custom reports, enter MDT. Select the report from the Search Results. To find a Supervisory Organization, enter the supervisor s name in Search field. Select the Supervisory Organization item from Search Results. Workday supports type-ahead, predictive search behavior based on first three letters and brief pause. Results that are most directly related to you will be returned. Employees can be searched by legal name, preferred name or Employee ID. When searching by Employee ID, you must include leading zeros if they are part of the number. Search results for employees will return the Preferred Name, not the Legal Name. Enter a question mark (?) in search box to view a list of available search prefixes. 8 of 10
9 Inbox and Notifications View Actions and Notifications 1. To view your Inbox actions or notifications, click your name or photo. 2. From the menu, click Inbox or Notifications. The total number of Inbox actions and notifications displays next to the link. Manage Inbox Actions and Archive 1. Under Actions tab, click an Inbox action to display details and/or instructions for completing tasks. 2. To mark an action as a Favorite, click the Toggle Star / icon to select it. 3. To change viewing options from All to Favorites or Overdue, click the Viewing drop-drop arrow. Click Edit Filters to set up Inbox filters. 4. To change how items are sorted, click the Sort By drop-down arrow and select Newest on Top, Oldest on Top or Due Soonest on Top. 5. Click the More drop-down arrow and select Refresh or My Delegations. To access additional resources, including video demonstrations, go to myworkday Support site > Managers > Training. 6. If Actions (gear) icon displays on right side of selected action, click to perform tasks such as View Details, Cancel, Delegate Task or Reassign task. 7. To view archived items, click the Archive tab. Manage Notifications 1. Click a notification to display details. Click any buttons or links (if available) to view additional information. 2. Select the Mark Read icon if you want Workday to remove the item from the notifications list. A checkmark displays when marked as read. Delegate Tasks Navigation: Click Inbox > More icon > My Delegations 1. Click Manage Delegations at bottom of page. 2. Expand the Business Processes allowed for Delegation section to see which processes can be delegated. 3. In the New Delegation section, click icon to add a New Delegation. 4. Enter the Begin Date and End Date of the delegation period. 5. In the Delegate field, enter the name or ID of the person you are assigning as your delegate. 6. Select the Start On My Behalf prompt and select a process or processes that you want your delegate to be able to initiate. 7. In the Do Inbox Tasks On My Behalf section, select For all Business Processes or For Business Process (and then click the prompt and select individual processes for which you want your delegate to handle Inbox tasks). 8. To retain the ability to process tasks from your Inbox and allow your delegate to process these tasks, click the Retain Access to Delegated Tasks in Inbox checkbox. 9. Click Submit, and then click Done. Use to temporarily delegate your role to another person. Typically used when a person knows they will be on vacation, leave, etc. There are no restrictions when delegating. You can delegate to anyone. Workday does not limit delegation to Superiors, Peers, and/or Subordinates. Be sure it is appropriate for the person to whom you delegate tasks to have access to sensitive data. Approvals are not required when setting up a delegation. To access tasks that were delegated to you, click your name or photo (top right) and then click the Switch Account link. If you take a leave of absence, be sure to assign an interim manager/ supervisor or delegate to ensure your business processes are managed in Workday. 9 of 10
10 Reassign Task Navigation: Inbox > Action item 1. Under Actions, open Inbox item. 2. Click Gear icon that displays in top right corner of screen. 3. Select Reassign. 4. In the Proposed Person field, enter the name or ID of employee(s) who you will permanently reassign task to, and enter a Reassignment Reason. 5. Click OK. 6. Click Done. Use to permanently reassign a task to delegate(s). You are limited to whom you can reassign a task based on who would have had access to the task when it was originally created. Workday Button Definitions Submit Completes a sub-process or process. If additional steps are required, Workday moves the transaction forward for review or approval or completion of next step. Delete / Cancel Use to delete a partially completed transaction. Approve Allows the Approver to approve a completed transaction. Send Back Allows the Approver to send a transaction back to the Initiator (with comments) so Initiator can make changes and resubmit. Deny The deny button should rarely be used as it cancels the transaction and no updates are made in the system. HELP & SUPPORT For issues with accessing Workday, contact Medtronic Global IT Support. For reference documents, quick guides, video demos and other resources, visit the myworkday Support website at: Contact AskHR@medtronic.com or your local HR contact. Global phone numbers for AskHR are available on TogetherWeCan. 10 of 10
Employee Training Guide. Workday V 26.3
Employee Training Guide Workday V 26.3 Table of Contents Basic Workday Navigation Welcome to Workday 3 Accessing Workday. 4 Workday Icon Glossary. 5 Workday Terms Glossary. 7 Sign Out of Workday. 9 Navigate
More informationAll A&M System employees will access Workday through Single Sign On (SSO). Workday Home Page
Workday Basics & FAQ What Is Workday? Workday is a cloud-based system that The Texas A&M University System uses to manage the Human Resources, Benefits and Payroll functions for all employees. Workday
More informationHire Employee. Engineering Human Resource Contact Information. Navigating Workday Accessing Workday
Hire Employee Engineering Human Resource Contact Information Engineering Workday Help Email: eworkday-help@tamu.edu Engineering Phone: 979.458.7699 What Is Workday? Workday is a cloud-based system that
More informationAll A&M System employees will access Workday through Single Sign On (SSO). Workday Home Page
Separations Engineering Human Resource Contact Information Engineering Workday Help Email: eworkday-help@tamu.edu Engineering Phone: 979.458.7699 What Is Workday? Workday is a cloud-based system that The
More informationEmployee Self Service Participant Guide
Employee Self Service Participant Guide This booklet is for the personal use of only the individuals who are part of an organization that is currently subscribed to Workday and the Adoption Kit. You may
More informationWorkday: Frequently Asked Questions (FAQ)
Workday: Frequently Asked Questions (FAQ) Human Resources This document is intended for Scholastic employees, at all levels, to be able to quickly answer questions they may have as they begin to use the
More informationQ: I am a supervisor, not Manager. Should I have access to Workday?
Working at Cornell FAQ for Managers A list of Frequently asked questions (FAQ) is available here for managers/supervisors to complement existing Workday training and tutorials. They address questions specific
More informationManager Self Service. Participant Guide
Manager Self Service Participant Guide This booklet is for the personal use of only the individuals who have enrolled in this specific Workday training course. You may make copies only as necessary for
More informationWorkday Basics & FAQ. Engineering Human Resource Contact Information. Navigating Workday Accessing Workday
Workday Basics & FAQ Engineering Human Resource Contact Information Engineering Workday Help Email: eworkday-help@tamu.edu Engineering Phone: 979.458.7699 What Is Workday? Workday is a cloud-based system
More informationProcessing an Employee s Resignation
Contents Introduction and Process Overview... 2 Step 1: Navigate to the Employee s Profile... 4 Step 2: Start Termination Process... 4 Step 2: Provide Details of the Resignation... 5 What Happens Next...
More informationWorkday Basics for Engineering Managers
Workday Basics for Engineering Managers Contents GUIDE DISCLAIMER... 1 WHAT IS WORKDAY?... 1 Navigating Workday... 2 Accessing Workday... 2 Workday Home Page... 2 Worklets... 2 Workday Inbox... 2 Using
More informationPaid Time Off (PTO) Quick Reference (Manager)
Paid Time Off (PTO) Quick Reference (Manager) RESPONDING TO A PTO REQUEST A notification will appear in your Workday Inbox within your Workday Options dropdown menu. This is found in the upper right hand
More informationSTUDENT SUPERVISOR: TIME APPROVAL
WORKDAY REFERENCE STUDENT SUPERVISOR: TIME APPROVAL When students reporting to you enter and submit work hours in Workday, an action task for review and approval will appear in your Workfeed. Student's
More informationEMPLOYEE JOB AID GETTING STARTED IN WORKDAY KEY ICONS ICON FUNCTION DESCRIPTION
EMPLOYEE JOB AID GETTING STARTED IN WORKDAY This job aid covers the basics to get started using Workday and the features that will help you use the system. Workday s proven processes simplify the way we
More informationMANAGER JOB AID GETTING STARTED IN WORKDAY
MANAGER JOB AID GETTING STARTED IN WORKDAY Use this job aid for the basics about how to use Workday as a manager. In addition, please review the Getting Started in Workday job aid for all employees for
More informationAbsence Partner Time Off/Leave of Absence
Absence Partner Time Off/Leave of Absence Initiate Employee as Self Process may be initiated by Manager or Employee as Self. For routing recommend process be initiated by Employee as Self Manager Approve
More informationNavigating Workday Accessing Workday
Onboarding Employee Engineering Human Resource Contact Information Engineering Workday Help Email: eworkday-help@tamu.edu Engineering Phone: 979.458.7699 What Is Workday? Workday is a cloud-based system
More informationSteps: (Last Revised: 12/14/2017) Quick Reference Guide: Hire Student, Temp and Staff Not posted in Workday
Keep in mind Prior to initiating the Hire process, a search must be done in Workday for the name of the new hire to ensure they do not already have a record in Workday. If there is already a record, the
More informationOnline Payment Requests
Table of Contents Requesting a Payment... 2 Additional Features... 5 Modifying a Saved or Denied Request... 6 Payment Request Notifications and Approvals... 7 Stopping a Payment Request... 8 Approving
More informationThe name of the supervisory organization in which the position was created.
Keep in mind Managing an applicant pool is a dynamic process. Within the process, you may skip or even repeat various processes as you work through your applicant pool. At the end of the search, all documentation
More informationDepartment of Management Services People First. People First! New Employee Orientation. Working together to put People First! Last Updated
! New Employee Orientation Last Updated 09-19-08 Working together to put! Table of Contents Click on the topic to jump to that section. Service Center EEO-Veterans-AAP How to Log in to Emergency Contact
More informationCAREER MANAGER, CAREER MANAGER SENIOR LEADER, VP OR PARTNER, HR TALENT CONSULTANT AND EXCEPTION APPROVER
CAREER MANAGER, CAREER MANAGER SENIOR LEADER, VP OR PARTNER, HR TALENT CONSULTANT AND EXCEPTION APPROVER SALARY PLANNING (PROPOSE AND APPROVE MERIT, MSA, MERIT LUMP SUM INCREASES) Career managers with
More informationUniversity of North Carolina at Chapel Hill. University of North Carolina. Time Information Management (TIM)
Using time Information Management (TIM) Time Stamp Employees Using Time Information Management University of North Carolina at Chapel Hill (TIM) University of North Carolina Time Information Management
More informationNotice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination.
Employee Functions Time & Attendance Experience the Workforce system from the employee perspective. Learn Workforce navigation fundamentals and functions related to reporting time, activities, and absences
More informationMERIT PLANNING USER GUIDE 2018 Merit Planning Cycle
MERIT PLANNING USER GUIDE 2018 Merit Planning Cycle Revised 10/13/2017 Purpose The purpose of this guide is to provide you with instructions to enter merit planning data into Workday. If you have specific
More informationCompleting the Manager Evaluation
Completing the Manager Evaluation 1. You will receive a notification in your Workday inbox to complete a Manager Evaluation. Access your inbox by going to the top right corner and clicking on the My Account
More informationKronos Workforce Central v8.0 Upgrade Guide for Timecard Approvers
Kronos Workforce Central v8.0 Upgrade Guide for Timecard Approvers March 2017 Getting Started... 2 Logging On... 2 Logging Off and Timing Out... 2 Navigating in Workforce Central... 3 Alerts and Notifications...
More informationBristow. FAQ- Using Manager Self Service in the System
Bristow FAQ- Using Manager Self Service in the System TABLE OF CONTENTS NAVIGATION... 1 How do I Sign in?... 1 How do I Manage my Account?.....2 How do I Navigate in the Workday System?.... 3 How do I
More informationPaid Time Off (PTO) Quick Reference (Employee)
Paid Time Off (PTO) Quick Reference (Employee) REQUEST TIME OFF From your home screen Click on the Time Off and Leave icon. This opens the Time Off and Leave page. Click on the Request Time Off link from
More informationSupervisor and Time Approver Guide to Kronos Time and Attendance
Supervisor and Time Approver Guide to Kronos Time and Attendance For questions regarding HMC students, please contact: Chi Herrington, SHRM-CP, FPC Human Resources Associate 909.607.79 cherrington@hmc.edu
More informationHuman Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide My Leave for HCM Community Members This guide describes tasks that HCM Community Users can perform in My Leave, the university s time-keeping system. HCM Community
More informationWorkday Basics for Everyone January 2017
Workday Basics for Everyone January 2017 1 Contents Workday Overview Getting Started in Workday Employee Self-Service Processes Summary & Helpful hints 2 Overview Workday is a modern, mobile, user-friendly
More informationNotice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination.
Employee Functions Time & Attendance Experience the Workforce system from the employee perspective. Learn Workforce navigation fundamentals and functions related to reporting time, activities, and absences
More informationUniversity of North Carolina at Chapel Hill. University of North Carolina. Time Information Management (TIM) EPA Exempt Employees
Using time Information Management (TIM) Time Stamp Employees Using Time Information Management University of North Carolina at Chapel Hill (TIM) University of North Carolina Time Information Management
More informationicims Instructions for Hiring Managers Secondments, Temporary Reassignments and Temporary Appointments (Contract)
Contents 1.0 Overview... 2 1.1 Required pre-work... 2 1.1.1 Accessing an employee s position number in Manager Self Service... 2 1.1.2 Accessing your own position number in Employee Self Service... 3 1.1.3
More informationNotice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination.
Employee Functions Time & Attendance Experience the Workforce system from the employee perspective. Learn Workforce navigation fundamentals and functions related to reporting time, activities, and absences
More information(Last Revised 02/06/2015) FAQs for HR and Payroll Teams: Hiring Employees. Staff, Student and Temporary Only
For positions that were posted in UChicago Jobs, how should I close the requisition? Once a final candidate is selected and has accepted an offer, the candidate s status should be changed to Hired in UChicago
More informationSteps: 1. From the employee s name, click on the Related Actions Icon. Hover over Job Change and select Convert to Employee.
Keep in mind Convert to Employee can only be performed on contingent workers who have a current position in Workday. If the worker s contract has already ended, please initiate a Hire and use the Existing
More informationWorkday: Add, Edit, and Approve Goals for Performance Review (Manager/Talent Analyst)
Workday: Add, Edit, and Approve Goals for Performance Review (Manager/Talent Analyst) Overview This job aid outlines the steps for a Manager to add, edit, and approve goals as part of the performance review
More informationSupervisor Overview for Staffing and Scheduling Log In and Home Screen
Supervisor Overview for Staffing and Scheduling Log In and Home Screen On the login screen, enter your Active Directory User Name and Password, and click the Sign-in button. You will then be taken to your
More informationCCI Online Management System (OMS) Documentation Section: HR
CCI Online Management System (OMS) Documentation Section: HR 1.1.Getting Started...2 1.2.Adding a New Employee...2 1.3.Editing & Submitting Employees...5 1.3.1 Editing Employee Information...7 7 1.3.2
More informationA. Locating the Job Requisition:
Keep in Mind Hiring managers are assigned the role of recruiting screener in Workday, which allows access to review all applicant information. If you do not have access for the job(s) you re hiring for
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: HR/Payroll
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: HR/Payroll FIS-Staff Timesheet Entry Learning Guide Updated: 12/29/17 2017 Central Susquehanna Intermediate Unit, USA Page 1 Table of Contents Introduction...
More informationTaleo Enterprise. Taleo Compensation Manager Guide
Taleo Enterprise Taleo Compensation Feature Pack 12B August 31, 2012 Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to as "the recipient")
More informationManager Dashboard User Manual
Manager Dashboard User Manual Manager User Guide The Manager User Guide is designed to provide a supervisor or a manager with step-by-step instructions for their daily tasks. Although every database will
More informationLewis & Clark College. Hiring in PeopleAdmin
Lewis & Clark College Hiring in PeopleAdmin What is PeopleAdmin? PeopleAdmin is an applicant tracking system which you can use to post your work-study positions. Students can apply for the position directly
More informationWEB TIME EMPLOYEE GUIDE
Revised 10/27/2017 WEB TIME EMPLOYEE GUIDE CLIENT RESOURCE PAYLOCITY.COM TABLE OF CONTENTS Web Time... 3 Web Kiosk... 10 Home... 29 My Timesheet... 43 My Pay Adjustments... 57 Employee Time Off Calendar...
More informationStudent Hiring. Table of Contents
This document covers all student hiring actions, regardless of the student s employment history, type of job (internship or not) and method of payment. Due to the complexity of the hiring process, the
More informationJob Application Engineering Human Resource Contact Information Engineering Workday Help Engineering Phone:
Job Application Engineering Human Resource Contact Information Engineering Workday Help Email: eworkday-help@tamu.edu Engineering Phone: 979.458.7699 What Is Workday? Workday is a cloud-based system that
More informationTeachers College Recruitment Training Guide New User Essentials
Teachers College Recruitment Training Guide New User Essentials 0 P age Table of Contents Sections Page Accessing Recruitment Dashboard via TC portal 02 Creating a new Job Description 03-05 Description
More informationUser Guide Version
User Guide Version 2017.1 Copyright 2016 SilkRoad Technology, Inc. All rights reserved. This material is proprietary to SilkRoad Technology, Inc. It contains confidential information owned by SilkRoad
More informationMIFFLINBURG AREA SCHOOL DISTRICT EMPLOYEE HOW TO ENTER TIMESHEET
If you need assistance to login, please see: How to login to the New Staff Portal HOW TO ENTER A TIME SHEET: The Learning Guide will review: How to Access your Time Sheet Information for Entry How to Complete
More informationOneUSG Connect: Manager Self-Service
University Information Technology Services Technology Outreach OneUSG Connect: Manager Self-Service Starting on March 25, 2018 all employees use the OneUSG Connect system to request use of paid leave and
More informationWelcome to Kronos in the Cloud
Welcome to Kronos in the Cloud For Timberlake Managers and Supervisors at American Woodmark Corp In this document, you will find instructions for getting started with Kronos in the Cloud. The information
More informationWorkday Recruiting User Guide for Staff Positions
Workday Recruiting User Guide for Staff Positions What is Workday Recruiting? Workday Recruiting is a software solution that works seamlessly with the rest of Workday. It enables us to manage the entire
More information(Last Revised: 08/21/2017) Quick Reference Guide: Add Additional Job
(Last Revised: 08/21/2017) Quick Reference Guide: Add Additional Job Keep in mind Information Needed For staff/temporary/seasonal employees, the following processes will be completed by the Shared Services
More informationPeopleAdmin Navigation Reference Guide
PeopleAdmin Navigation Reference Guide PeopleAdmin Navigation Reference Guide Table of Contents General System Information... 2 System Roles... 3 Non-HR System Roles... 3 How to log-in to PeopleAdmin (PA7)...
More informationTeachers College Recruitment Training Guide New User Essentials
Teachers College Recruitment Training Guide New User Essentials 0 P age Table of Contents Sections Page Accessing Recruitment Dashboard via TC portal 03 Creating a new Job Description 04-06 Definitions
More informationNotice: Falsification of timesheets, whether submitting or approving, can be grounds for immediate termination.
Employee Functions Time & Attendance Experience the Workforce system from the employee perspective. Learn Workforce navigation fundamentals and functions related to reporting time, activities, and absences
More informationTime Reporting Quick Reference For Non-Exempt Employees
Time Reporting Quick Reference For Non-Exempt Employees August 2017 Accessing the Time Reporting System Navigate to the ecampus login page (https://ecampus.scu.edu). Log in to ecampus using your SCU User
More informationPROCESSING A NEW HIRE
Purpose The (electronic Personnel Action Form) tab provides an online system for processing personnel actions (e.g.: hiring actions, separation actions, etc.). Menu Path is located on its own tab within
More informationWorkday Transaction Guide Creating a new Position
Workday Transaction Guide Creating a new Position This Transaction Guide describes the process by which a new position is created. Process Initiator Scope Relevance HR Partner Global All types of position
More information1 etime Questions? Please contact the Employee Hotline at or
1. If I am locked out of my account, how do I reset my password?... 1 2. I am an approver, and the Data Validation QuickNav does not appear correctly. What do I do?... 2 3. How does my manager make changes
More informationWorkday Job Aid HR: Contract Non-Employee
Workday Job Aid HR: Contract Non-Employee Description This process is used to hire a new non-employee (not paid directly by Trinity Health) into a contract position. When to Use Use this process to hire
More informationWorkday: Add, Edit, and Approve Goals for Performance Review (Manager)
Workday: Add, Edit, and Approve Goals for Performance Review (Manager) Overview This job aid outlines the steps for a Manager to add, edit, and approve goals as part of the performance review process in
More informationPosting Required Change in salary Change in job profile Lateral Move Yes No No Promotion Yes Yes Yes Demotion Situationally Yes Yes
Keep in mind To comply and align with federal law and University policy, it is imperative that Change Job reasons are captured appropriately and internal mobility throughout the campus is recorded consistently.
More informationHire a Student Worker
Hire a Student Worker Who This process is for student workers who are being hired for their first position or a rehire. A rehire is someone who has (terminated) next to their name in Workday. Watch notes
More informationSupervisor Training Supervisor Training
will review everything a supervisor needs to be successful in using their TimeForce system. Upon completions of supervisor Training, you will be able to change your TimeForce Preferences; fully understand
More informationHR Recruiting Solutions
HR Recruiting Solutions Automated Request to Advertise User Guide Contact Us: web www.csus.edu/irt/acs/services/cms/training/reference.stm phone (916) 278-7337 Service Desk Last updated 4/29/2015 Overview
More informationManager Training Package. Goal: To accurately and efficiently manage employees time
Goal: To accurately and efficiently manage employees time Manager Training Package Table of Contents Pre-Payroll Processing Checklist... 2 Reviewing Time:...3 Viewing Employee Time:... 3 ManagingTime:...
More informationAdd Period Activity Pay Steps:
Keep in mind Period Activity pay is used to pay a lump-sum over a period of time. It is administered outside of the formal Compensation Package. Examples include 4 th quarter payments and temporary academic
More informationMANAGERS, HRTCs, GLOBAL MOBILITY, APPROVING SR. MANAGER, DATA MANAGEMENT JOB AID
MANAGERS, HRTCs, GLOBAL MOBILITY, APPROVING SR. MANAGER, DATA MANAGEMENT JOB AID ONE-TIME PAYMENT While Managers with Compensation rights (Senior Associates or Chief Engineer/Technologist/Scientist and
More informationCore HRIS User Guide. Hiring Managers
Core HRIS User Guide Hiring Managers Contents Introduction... 2 Getting Started... 2 System Overview and Functionality... 3 Home page and navigation... 3 Resources... 3 Admin Functions... 5 1. How to search
More informationHiring Manager Training Guide
Hiring Manager Training Guide System Overview Go to: https://pasco.tedk12.com/sso/account/login Log in using the credentials provided to you. The username is your email address. Hint: When you first log
More informationEmployee Self Service Portal Guide
1 Employee Self Service Portal Guide Contents EMPLOYEE SERVICES... 2 EMPLOYEE SUPPORT... 2 EMPLOYEE RESPONSIBILITIES... 2 ESS PORTAL ACCESS... 3 EMPLOYEE DASHBOARD... 3 PERSONAL DETAILS... 4 Bank Account
More informationWelcome to Kronos in the Cloud
Welcome to Kronos in the Cloud For Trainers at American Woodmark Corp In this document, you will find instructions for getting started with Kronos in the Cloud. The information here is designed to focus
More informationAugust Oregon State University EMPCENTER 16.2 USER GUIDE. Policy Profile Classified Salaried Non-Exempt
August 2018 Oregon State University EMPCENTER 16.2 USER GUIDE Policy Profile Classified Salaried Non-Exempt Table of Contents EmpCenter Overview... 3 Accessing EmpCenter... 3 Employee Dashboard... 3 Employee
More informationBall State University HR-TMS Training Guide: Staff
PeopleAdmin Ball State University HR-TMS Training Guide: Staff Human Resource s Talent Management System March 16, 2017 Human Resource s Talent Management System (HR-TMS) and PeopleAdmin As we embrace
More informationBoard of Regents of the University System of Georgia etime Employee User Guide
Board of Regents of the University System of Georgia etime Employee User Guide Project View Time Card for Benefited BiWeekly Employees Manager or Supervisor Updated 08/01/2009 Contents REGISTERING FOR
More informationTime, Attendance and Leave (TAL) Training Guide For Supervisors and Payroll Coordinators
Time, Attendance and Leave (TAL) Training Guide For Supervisors and Payroll Coordinators Last Updated 5/8/2015 Page 1 Table of Contents 1 Overview... 3 2 Supervisor s Responsibility... 3 3 Payroll Coordinator
More informationManaging PAC Timesheets and Absences
Managing PAC Timesheets and Absences Training Guide Visit the PAC Time and Absence page on the HR Website for more information. Managing PAC Timesheets and Absences As a manager, you are responsible for
More informationREFERENCE GUIDE. January, 2018
REFERENCE GUIDE January, 2018 1 Contents Introductory Evaluation for New Hires and Transfers... 3 Adding Goals After Introductory Eval... 5 Re-Evaluation: Introductory & Annual... 7 Focus Review 1 and
More informationCreate a requisition. View a job posting. Review applications. Access certification list. Track candidate interviews. Process job offers and accepts
Create a requisition View a job posting Review applications Access certification list Track candidate interviews Process job offers and accepts Submit a hire request The City of Minneapolis utilizes the
More informationRIT Compensation Workbench STAFF PERFORMANCE AND SALARY PLANNING CYCLE: MANAGER USER GUIDE
RIT Compensation Workbench STAFF PERFORMANCE AND SALARY PLANNING CYCLE: MANAGER USER GUIDE MAY 2016 Contents I Login & Access Compensation Workbench (CWB).2 II Switch to Another Manager... 2 III - Change
More informationCalifornia Institute of Technology
California Institute of Technology Human Resources Using Kronos Workforce Timekeeper A User Guide for Getting Started with Workforce Timekeeper A Guide for A guide that summarizes the most common manager
More informationQuick Reference: Creating a Job Opening (Requisition)
STEP 1 Sign In to PeopleSoft using your Clemson user ID and password. STEP 2 Navigate to Main Menu > Recruiting > Create Job Opening. Office of Human Resources 12/12/2015 Page 1 of 17 Important Information:
More informationHow to Process a Hire
How to Process a Hire Page 1 of 7 How to Process a Hire Student Workers, Temporary Employees and Adjuncts How to Process a Hire Page 2 of 7 Table of Contents GENERAL HIRE INFORMATION... 3 REQUIRED INFORMATION
More informationHuman Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Transferring an Employee This guide describes how to transfer an employee in HCM. A transfer is considered the moving of an employee from one position to another
More informationShift Swapping Quick-Guide
Shift Swapping Quick-Guide (v 3.6.0) Shift Swapping Quick-Guide Login to Lawson Workforce Management Self Service: 1. Open Internet Explorer and type in http:// in the address bar to access the Lawson
More informationChapter Contents. Manage Employers Option Screen
16: Manage Employers Chapter Contents Create an Employer Account (Registration)... 16-2 Add Employer Locations... 16-6 Assign a Case Manager... 16-8 Add Contacts... 16-9 Assist an Employer... 16-13 Search
More informationAfter logging into PrintGizmo create your profile and complete the information requested by navigating the menu to Configuration > Profile.
Printer Guide Quick Start Guide Step 1: Setup your Profile See Profile under Configuration After logging into PrintGizmo create your profile and complete the information requested by navigating the menu
More informationEmployee Self-Service in Workday
Employee Self-Service in Workday Contents Overview Getting Started in Workday Configuring Workday for You Employee Self-Service Processes Summary Overview Configuring Workday for You Summary Employee Self-Service
More informationUCSB. Kronos 6.3. Manager Manual
UCSB Kronos 6.3 Manager Manual TABLE OF CONTENTS i. Introduction 1 I. Non Exempt Employees 3 II. Exempt Employees 13 III. Managers 19 Definition of a Kronos Manager 20 General Navigation 21 Managing Timecards
More informationEvolution Payroll. User Guide (Basic Version) 2017 Payroll Solutions, Inc &
Evolution Payroll User Guide (Basic Version) 2017 Payroll Solutions, Inc & www.payrollsolutions.com Contents Please note that this guide is the abbreviated version. It contains precisely enough information
More informationWorkforce One Time & Labor Management
Workforce One Time & Labor Management Web Based Time & Labor Management is a web-based time and attendance system used for a variety of labor tracking needs such as: attendance management, project tracking,
More informationHuman Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide My Leave for HCM Community Members My Leave is a time keeping system available to all departments and to all four campuses. All university employees can access
More informationSupervisor Training Packet
Supervisor Training Packet Table of Contents Pre-Payroll Processing Checklist... 2 Reviewing Time... 3 Viewing Employee Time... 3 Managing Time... 3 Adding Employee Time... 3 Editing Employee Time... 4
More informationOnboarding Quick Reference Guide
Welcome to Amgen! All new hires at Amgen need to complete a variety of onboarding tasks in Workday prior to their first day of employment. Completing the onboarding tasks to their entirety will help you
More informationNOVAtime 5000 User Guide
NOVAtime 5000 User Guide Table of Contents Logging In... 4 Terminology... 4 Dashboard... 5 3.1 The Dashboard Gadgets...5 Changing Timesheet Status... 7 Changing Pay Periods... 8 Timesheet Icons Definitions...
More informationMANAGER/HRTC/MANAGER APPROVAL
MANAGER/HRTC/MANAGER APPROVAL REQUEST COMPENSATION CHANGES (OUTSIDE THE SALARY PLANNING CYCLE) JOB AID There are circumstances in which there are business needs to adjust an employee s base pay outside
More information