Workday Transaction Guide Creating a new Position

Transcription

1 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 Workflow HR Partner : initiate / Approve Manager: Approve Manager's Manager: Approve Finance Partner: Approve Divisional CFO/CEO: Approve Navigation / Search Search for: Create Position Before you start: Ensure you have all the relevant information about the position you wish to create including the supervisory org and any default compensation to apply. If you are not sure whether the position already exists search for the supervisory org. The Members tab will list existing filled positions. The staffing tab will list existing unfilled positions. Step by Step Instruction 1. Select the relevant supervisory organization. This will be the department in which the position sits. Note: You can type the Manager name if you do not know the department name and as you [Tab] out of the field the department name will be completed for you. You can also use the prompt to search for values. 2. Click OK. Workday displays the Position details page. Create Position 3. Position Request Reason: Using the prompt, search for the relevant reason. For example, budgeted, unbudgeted or replacement position. 4. Job Posting Title: Input the job posting title. This will be the position title once the position is created. 5. Number of Positions: The default is 1. If you want to create more than one position using the same details, update the number as applicable. V1 1

2 Hiring Restrictions The Hiring restrictions set the attributes for the position which must be applied. For example, if you specify an earliest Hire Date of 08/06/2015, then a worker cannot be hired into this position prior to that date. Some field values, such as Job Description summary, may also default from the Job Profile selected. 6. Hiring Restrictions: Update the hiring restrictions as applicable. Mandatory fields are shown with a red asterisk. Some fields, such as job profile, location and worker sub-type, allow you to specify more than one value. For example, it could be that the position could be based in a choice of locations or could be filled by a permanent or fixed term employee. 7. If you wish to add any required qualifications to the position, click on the Qualifications tab and input the details. Some qualifications may default from the Job Profile selected in the Hiring Restrictions. 8. If you are not yet ready to submit the position details, click on the Save for Later button so you can return to it at a later date. Otherwise click on the submit button. Note: If you click Cancel at this stage, the creation of the position will be cancelled. V1 2

3 Change Organization Assignments After completing the hiring restrictions the next step in the process is to create the organization assignments Company and Cost Centre. 9. Click the Open button. 10. Using the Edit button, edit the organization sections and select the applicable company and cost center. If you do not know the cost center to apply please check with the Finance Department. 11. If you are not yet ready to submit the organization assignments, click on the Save for Later button so you can return to it at a later date. Otherwise, click on the Submit button. Note: If you click Close at this stage, the position has still been created, and you can return to it later to add the Organization Assignments and continue with the process. Default Compensation After completing the organization assignments, the next step in the process is to specify the default compensation you wish to apply to the new position. 12. Click the Open button. V1 3

4 13. Using the Add button, add rows to the relevant sections. Base Salary and any applicable allowances should be entered. If adding allowances, make sure you check and update the frequency if necessary as some allowances may be set as monthly. 14. You have now completed the process of creating the position and have to approve it. If you are not happy with all the details specified, click on the Save for Later button so you can return to it at a later date. Otherwise, click on the Approve button. Note: If you click Close at this stage, the position has still been created and the previous steps and data saved. Default compensation will not be saved, and you can return to it later to add the final information and approve the position. After clicking the approve button, Workday confirms that the process has been completed successfully and describes the next step. In this case the position created requires approval by the Manager. V1 4

5 Workflow After approving the position, you can review the details you added by expanding the Details and Process section. The Details tab summarizes the information you added to the position. The Process tab summarizes the next step in the Business Process. You can also click on the Remaining Process button to review all of the remaining steps in the business process as there may be additional tasks and approvals required. 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 V1 5