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Delphi Confidential

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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

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Delphi Confidential

A Better Workday for ManagersCourse # 201

Back NextPage 1 of 30Exit

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.


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


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


Contents

Lesson 3 – Data privacy

Lesson 2 – Manager Direct Access

Lesson 1 – Expectations for your role


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?


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.


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


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!


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.


Manager Direct Access


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


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.


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.


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.


tasks/ actions

notifications

Inbox

For your information

Managing your Inbox

Approve request

Review step


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.


Navigations of how to perform Manager Tasks

Demo recording to be added here


Data privacy


Lesson 1

Lesson 2

Lesson 3

Summary

Handling sensitive data



You need to ensure data accuracy while using Workday.



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:


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


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



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.



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


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

delphi confidential document change control dateversionauthorrolecomments 06 mar 20141.0aleksandra...

Documents

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exitaudiothis course

short course

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manager role

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audio transcript