Transcript Workday Training Title

WORKDAY TRAINING
LEAVES:
Training Objectives
Four Main Objectives:
Explain leaves
Understand terms and concepts
Compare processes
Perform leave transactions
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Agenda
Review: position management,
appointments, job changes
Expectations, Overview, and
Navigation
Place on and return from leave
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Review: Position Management
Main BPs
Sub BPs
Create position
Change Org Assignments
Key
concepts/fields
Types of positions:
classified, group, student,
informational
Create job requisition
HC group
Edit position/HC
Assign Costing Allocation
Job Classification Field
Edit position (or HC)
restrictions
Review and approve
Freeze/Close Position or HC
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Supervisory Organization:
how to find a position
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Assign Organizations
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Employee
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Hiring Requirements
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vs.
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Review: Appointments
Main BPs
Create applicant
Sub BPs
Key
Concepts/Fields
Propose Comp
Name, Address, Phone,
Email, SS#
Job classifications
Assign Costing
Hire
Comp end date
Change Org
Assignments
Add job
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Assign Pay Group
Cross Company/Pay
Non-paid pay group
Create Applicant
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Hire and Add Job
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Change Personal Info
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Edit Government IDs
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Review: Job Change
Main BPs
Sub BPs
Key
Concepts/Fields
General job changes
Review by current MP and
proposed MP
Differences: edit pos, job
change, edit pos restrictions
Propose Comp
Differences:
transfer/promo/lateral
Assign Costing
Phased retirement: 5 fields to
change
Change Org Assignments
Job classifications
Assign Pay Group
Comp end date
Transfer/promote/lateral
Switch primary job
Phased retirement
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Job Change
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Agenda
Review: position management,
appointments, job changes
Expectations, Overview, and
Navigation
Place on and return from leave
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Expectations
Workday
Leaves
Access
Roles affect
workflow
Ownership
Policies 6.9 and
6.2.1 must drive
your decisions
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Overview: General info and improvements
Improvements
General Info
WD calculates and tracks
eligibility, entitlement, accruals.
Intermittent leaves: use time off
OR put employee on leave
WD controls salary reduction: no
need to reduce pay.
Cascading leaves
Terminology: supplement vs paid
Health and personal leave is one
type: less complicated.
Worker-based and positionbased leaves
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Waiting periods: compliance,
reporting, cascading leaves
Half pay: .5 in WD
Overview: Concepts
Exempt
Staff
Exempt staff use WD to
supplement
Hourly
Staff
Academic
Leaves
Hourly staff use Kronos
to supplement
Professorial academic
Management Partner can
initiate leaves;
employees can initiate
SOME leaves
Non-professorial
academic
Enter time off within each
month: accurate accruals
Management Partner can
initiates leaves; Employee
can initiate SOME leaves
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Overview: Concepts
Leaves that require worker pay
supplements:
Parental supplement only
Parental leave work arrangement
Supplemental paid leave
**Bi-weekly supplements are still done in Kronos
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Overview: Navigation
http://impl.workday.com/cornell3
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Agenda
Review: position management,
appointments, job changes
Expectations, Overview, and
Navigation
Place on and return from leave
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Place on Leave: Workflow of BP
Management Partner
Compensation Finance
Partner
Reviews and
Approve the
initiation
Initiates the leave
Requests comp change
for Academic
Appointments
Returns the
employee from leave
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HR Partner
Assigns costing
(Labor Distribution)
Assign roles to other
worker(s)
Leaves:
Policy 6.9
and 6.2.1
- STD
-Worker’s comp
Unpaid
Leave of
Absence
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- Parental
- Academic
Try it!
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Case Study
Within the supervisory org that you support, an employee has gone out on
short-term disability, which is an example of a cascading leave:
1.
Use the Place Employee on Leave business process (BP) to put the
employee on the short-term disability waiting period.
2.
Return the employee from the waiting period.
3.
Use the Place Employee on Leave BP to put the employee on the shortterm disability half-pay or quarter-pay (whichever is appropriate).
Things to consider:
 Related changes to costing allocation (i.e., labor distribution)
 Ability to supplement pay: staff must use accruals to supplement their pay during
the waiting period. Once health and personal leave is gone, employees can use
vacation pay.
 Worker roles: if the employee had roles, assign those roles to another worker..
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Summary
Congratulations!
You have completed the Workday Leaves training session.
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