workday training job change. reimagining our workday q and a from the job change trainings...

WORKDAY TRAININGJOB CHANGE

REIMAGINING OUR WORKDAY

Q and A from the Job Change trainings

Questions Answers

Will the Phased Retirement business process have an age rule or other criteria, such as years of service?

Employees will have to fill out a form when they want to go on a phased retirement; thus, all of the validation of whether a phased retirement should occur will take place before the transaction goes into Workday. As a result, Workday will not have rules that stop the business process. (CD issue 437)

Why does Job Change have off-boarding procedures as part of the business process?

Off-boarding is applicable for some of the many types of job changes, and so that step in the Job Change business process is a To Do, a task that, in this case, is for informational purposes, to remind the management partner offboard the employee for Job Changes such as transfers.

Why does propose compensation change, a component of the Job Change business process, not stay with the initiator?

The comp change DOES stay with the initiator, but the task does not come up immediately after the initiation, like it does in other business processes: instead, comp change will come back to the management partner after the HR partner does the initial review and the assign organization business processes.



Questions Answers

How will the approval letters be generated for a phased retirement?

Same as before Workday: each unit will handle the letters.

If “Fixed Term with Benefits” is chosen as the employee type, will someone from benefits communicate with the department if the department made a mistake in choosing that employee type?

Benefits may communicate with the department.

For employees with multiple jobs, which job will pay for any overtime incurred during a pay period?

Overtime will be charged to the job that causes the employee to go over 40 hours during the workweek.



Questions Answers

Will the Workspace field be used for mailing? The Work Contact Information will drive mailing address. The Workspace field is to keep Workday data in sync with the Facilities Inventory System (CD issue 1173)

For managing pre-fills using the work-around that trainees learn (i.e., create an identical position and move the person currently in the old position into the identical position so that the new-hire can take the old position), does Workday have a way to copy a position?

No, Workday does not have a method to copy a position. But Workday 19 will have a new feature that Cornell can use to make the process easier than the work-around we will use at and just after go-live: the new feature is called Job Overlap.

During the Transfer/Promote/Lateral or the Switch Primary Job business processes, will the changes cause any issues in KRONOS, such as affecting the KRONOS Home Job?

Because Kronos will remain “as is”, the pay rep in the new org will have to do the normal set-up procedures in Kronos that would occur for any new employee. The new employee should “drop” into Kronos the day of the transfer effective date.



Questions Answers

How should units, such as research and libraries, manage the supervisory structure for non-standard reporting relationships: e.g., a professor in Human Ecology supervises professors in CALS? What are the best practices for managing these relationships?

Ann Spot and others will determine how we can use the supervisor-cross-unit or potentially use the Matrix Organizations to manage these relationships.

Can the Notify-by date in Job Change be used for reporting? For example, academic dates in ALS?

TBD

Because the Compensation End Date, a component of the some Job Changes, is so important, can that field have help text or some other flag in Workday to remind campus to enter it?

TBD



Questions Answers

During a Phase Retirement, Workday deleted a job-related allowance (e.g., cell phone allowance): currently, do such allowances end during a phased retirement?

Kim Cassell is looking into this question.

Will Phased Retirement business processes route to benefits to take care of the 2X retirement contributions change that occurs because the employee’s pay gets reduced by half?

It is a CURP allowance that a central role would calculate and add to Workday.

If the transfer is effective mid-pay period and all the appropriate changes are completed during the transfer action (Kronos Pay Rep Group, Timecard, Kronos set-up, etc.), will both orgs be able to view and approve the timecard?

Yes, both orgs will be able to view and approve the timecard for that pay period, as long as all of the appropriate changes were made during the transfer: Kronos Pay Rep Group, time card, Kronos device group (if applicable).


Training Objectives

Four Main Objectives:Explain Job Change

Understand terms and concepts

Compare processes

Perform Job Changes


Agenda

Expectations, Overview, and navigation

General Job Changes

Transfers, Lateral Moves, & Promotions

Primary Job Switch

Phased retirement


Expectations

Workday

Access

Ownership

Job Change

Roles affect

workflow


Job Changes

Information Changes

Transfers

Lateral Moves

Promotions

Primary job changes

Phased Retirements

Overview: Types of job changes


Overview: Terms & Procedures

General changes

Job change

Edit position

Edit restrictions

Moves: in/out (prefill)

Lateral move

Transfer

Promotion

Primary job change

Make an additional job the primary

job


http://impl.workday.com/cornell3

Overview: Navigation

http://impl.workday.com/cornell3


Agenda

Expectations, Overview, and navigation

General Job Changes


Primary Job Switch

Phased retirement


Job Changes

General Changes

Transfers

Lateral Moves

Promotions

Switch Primary Job

Phased Retirement

General Changes


Change Employee Type

Change Schedule Weekly Hours

Data Correction

Extend Appointment*

General Job Changes


Management Partner

Initiates the Job Change

Proposes compensation

Compensation Finance Partner

Assigns costing (Labor Distribution)

HR Partner

*Reviews/Approves the initiation

Assign Organizations

Assign Pay Group

Consolidated Review/Approval

Job Change: Workflow of BP


Try it!


AgendaExpectations, Overview, and navigation

General Job Changes


Primary Job Switch

Phased retirement


Job Changes

General Changes

Transfers

Lateral MovesPromotions

Switch Primary

Job

Phased Retiremen

t

Transfers, Lateral Moves, and Promotions


Transfers, Lateral Moves, and Promotions

Lateral Moves

Different position but same

supervisor

Pay band is same level or lower

Transfers

Best Practice: Request transfer

New supervisor for the employee

Pay band is same level or lower

Promotions

Pay band increases with new position: same or diff supervisor is fine.

Promotions vs Reclassification

Academic Transfers vs Promotions


Try it!



General Job Changes


Primary Job Switch

Phased retirement


Job Changes

General Changes

Transfers


Switch Primary

Job

Phased Retiremen

t

Switch Primary Job


Try it!



General Job Changes


Primary Job Switch

Phased retirement


Job Changes

General Changes

Transfers


Switch Primary

Job

Phased Retiremen

t

Phased Retirement


Try it!


A department you support was recently reorganized, andan Administrator position needs to be filled.* You have already created the position, and completed any related steps (e.g., created a job requisition, if necessary.)

The manager just called and identified someone in another organization that would add value to the department and has accepted the position. The manager has already worked out the details with the employee’s current manager and has given you compensation and other related information to make this happen. *Assume the manager has given you dates, comp, and costing guidelines. Please enter appropriate/accurate data when completing these transactions.

Case Study


Summary

Congratulations!

You have completed Workday Job Change training!

workday training job change. reimagining our workday q and a from the job change trainings...

Documents

job change business

workday q

job overlap

kronos home job

workday data

types of job changes

comp change

new employee