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Delphi Confidential
Document Change Control
Date Version Author Role Comments
06 Mar 2014 1.0 Aleksandra Ulka Developer First Draft
11 Mar 2014 2.0 Aleksandra Ulka Developer Incorporated comments
11 Mar 2014 3.0 Aleksandra Ulka Developer Incorporated comments received from Steven
14 Mar 2014 4.0 Aleksandra Ulka Developer Incorporated comments received from Dana
26 Mar 2014 5.0 Aleksandra Ulka Developer Incorporated action 81
26 Mar 2014 6.0 Aleksandra Ulka Developer Edited slide 14 as per Steven’s feedback
Date Version Author Role Status
13 Mar 2014 3.0 Dana Merante Reviewer Reviewed and provided comments
14 Mar 2014 3.0 Enrique Calvillo Reviewer - Delphi Reviewed
Date Version Author Role Status
Change History
Review Detail
Approver Detail
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Navigating the Course
• At any point in the course, you can use the button on the top-right of the course window to access the Table of Contents.
• You can click any lesson or page in the Table of Contents box to jump to that lesson or page.
• Audio is available for this course and is automatically enabled. You can use the button on the bottom-right of the course window to turn the audio off or on.
• The audio transcript can be switched on as well if needed.
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Course Introduction
This course will explain a Manager role in Workday, what is changing for the Managers and the expectations for them. You will be given an overview of Manager Direct Access, Data Privacy and information on where to go for help in using Workday.
By the end of this short course, you will:
Be able to define the change and the expectations for you in Workday
Know what the Manager Direct Access covers and its basic functionalities of View, Review and Approve
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Robust tools & processes to develop all employees to their full potential
Best practice HR service delivery to the organization
Appropriate, secure and timely people information transmitted to almost 70 different interfaces to payroll or other systems
Direct access to your own information
Managers access to their employees’ information
Better decisions with accurate, real time human capital data
Less delays in access to data by providing direct access for managers and employees
Benefits of Workday
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Contents
Lesson 3 – Data privacy
Lesson 2 – Manager Direct Access
Lesson 1 – Expectations for your role
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Expectations
for your role
A Better Workday for Managers
Lesson 1
Lesson 2
Lesson 3
Summary
Expectations for your roleas a manager
What is changing?
Why is it a cultural and process change?
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Expectations for your role as a manager
Roles
All Employees and Managers have specific settings in the Workday tool that determine what actions they can take or what data they can view. Workday calls these settings ‘roles’.
Responsibilities
Managers have the responsibility of managing their own information and the business information for their teams.
You
Your role as a Manager will require you to initiate, access and support processes and reports for your team and yourself. Remember that Workday will not eliminate some of the offline conversations with HR and your direct reports.
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Which processes need your action?
As a Manager in Workday you will be responsible for initiating the following processes for your direct reports:• Request Compensation Change• Request One Time Payment• Create Job Requisition• Job Requisition Change• Close Job Requisition• Termination• Title Change• End Contingent Worker Contract• Change Job
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What is changing?
You will now able to
• Take better business decisions through accurate, consistent and real-time human capital data
• Eliminate delays in access to data by providing direct access for managers and employees
• View dashboards for workforce planning, employee development, etc.
Managers will have easy, direct access to a lot of useful details about their teams!
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What are the changes?
It presents Managers with
information required to effectively
manage their workforce and
enhance decision making
It empowers Employees to access and manage
personal, job and career data with ease
It makes the HR organization more
effective
Managers and Employees can be
much more in control of HR related requests by having direct access to Workday. Workday also enables HR to handle
these requests in a much more efficient
manner.
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Manager Direct Access
A Better Workday for Managers
Lesson 1
Lesson 2
Lesson 3
Summary
Introduction to Manager Direct Access
Manager Tasks:View, Review and Approve
Navigations of how to perform Manager Tasks
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Introduction to Manager Direct Access
Workday offers:• Access to real-time data• “My Team” Page for managers to access information related to their team• Greater involvement in processes to initiate, approve and deny transactions as well as get notified on
relevant business processes• Access to view and track the progress of a review and approval action• “Speed of Thought Navigation” that allows managers to be more productive and focused• Access to information anytime and anywhere via their mobile devices• Time conversion and time zone – functions and processes are associated with the user’s business
site location and are effective at that time zone.
Workday goes beyond the capabilities of traditional direct access solutions. It offers an intuitive interface for mangers to help them utilize relevant information and perform their jobs more effectively.
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Manager Tasks: View, Review and Approve
In the business processes initiated by employees or HR you may be involved as a Reviewer or an Approver. The following processes will require your action, i.e. review or approve.
Correct Time Off Request Time Off
Request Leave of Absence
Request Return from Leave of
Absence
Manage Competencies
Manage Certifications
Create Job Requisition Change Job
Job Requisition Change
Request Delegation
ChangeTermination
* Manager Direct Access won’t be activated at the initial launch. The only exception is the Time Off transaction, whichwill be covered in later courses. Until further notice, managers should work with their local HR Representatives to initiate transactions on their behalf.
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Approval or Review?
• options to send the process back to any step in the parent process including the Initiation step*send back
• accept the request, no changes requiredapprove
• business process terminates - all Workday data that was changed as part of the business process up to that point would be restored
deny
Approval
•data related to the task received can be edited on the approval pagereviewReview
* If sending back, the comments section need to be completed to specify what should be updated and to what value.
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tasks/ actions
notifications
Inbox
For your information
Managing your Inbox
Approve request
Review step
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Accessing your Inbox
In order to access your inbox you need to click on the icon next to your name and photo
If there is a new item requiring your action the Inbox icon will indicate it.
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Navigations of how to perform Manager Tasks
Demo recording to be added here
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Data privacy
A Better Workday for Managers
Lesson 1
Lesson 2
Lesson 3
Summary
Handling sensitive data
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Handling sensitive data
You need to ensure data accuracy while using Workday.
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Handling sensitive data
Support Support Employees and HR with their queries to effectively manage
the approval process in Workday
Review/ActionReview/action all requests in a timely manner to support continual
progression of process workflows and maintain accuracy
MonitorMonitor your email and Workday inbox daily.
Double CheckEnsure that you enter accurate data for employees
– double check your keying
As Workday is the system of record for HR information, it is important to follow best practices to ensure data accuracy:
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Data Privacy – best practice
Lock your computer using <CTRL><ALT><DEL> every time you walk away from your computer
Ensure that your computer screen is not viewable by anyone from a distance
Do not write down passwords
Do not share your login credentials (Login ID, password) with anyone
Never leave documents with confidential information on your desk or at the printer
Do not leave sensitive data in a location that is easily accessible by others
Use the shredder for all used documents
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Knowledge Checkpoint
Which of the following options do you have when you receive an approval request in Workday?
Select the correct option; then click Submit.
a. Approval
b. Deny
c. Send Back
d. All of the above
All of the above
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Knowledge Checkpoint
Which of the following statements is false?
a. Work day will help you to take better business decisions through accurate, consistent and real-time human capital data
b. Thanks to Workday delays in access to data can be eliminated.
c. Workday will help you to eliminate the offline conversations with HR and your direct reports.
d. In workday you can view dashboards for workforce planning, employee development, etc.
c. Workday will help you to eliminate the offline conversations with HR and your direct reports.
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Knowledge Checkpoint
Which of the following helps to ensure data privacy and handle sensitive data?
a. Ensuring that your computer screen is not viewable by anyone from a distance
b. Monitor your email and Workday inbox daily
c. Review/action all requests in a timely manner to support continual progression of process workflows and maintain accuracy
d. All of the above
d. All of the above
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Summary
You should be now able to:• Explain a Manager role in Workday,• Specify what is changing for the Managers and the expectations from
them.• What Manager Direct Access means and what type of functionalities it
provides,• Ensure Data Privacy
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