Workday Personnel Activities System Launch Information
Learn how to effectively manage personnel activities in Workday, from system launch to orientation sessions. Discover tips on filtering inboxes, reporting tools, and understanding inbox filters. Get insights on reporting in Workday, setting up custom reports, and correcting timeslip time entries. Explore the Workday glossary and terminology crosswalk to transition smoothly from legacy systems to Workday.
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Presentation Transcript
Workday Personnel Activity December 16, 2020 Complete system launch January 1, December 16, 2020 January 1, 2021 2021
Filtering Inboxes Reporting tools CORRECTION to timeslip time entry Worktags vs Account Numbers Q&A Workday orientation session topic:
What Do Inbox Filters Do? Inboxfiltersarecustomizablefiltersthatallowyoutoquicklysiftthroughallof theitemsin yourWorkdayinboxtoparametersyouhaveset.Theprimaryways usersdesignthesefiltersis to isolatespecific: Supervisory organization(s) yousupport Businessprocessesyouinitiate,review,or approve Any combination of theabove The detailed instructions will be posted on TFREC admin website on the Workday/Modernization page. http://tfrec.cahnrs.wsu.edu/admin/workday- modernization-initiative/
What you need to know about Reporting Reporting in Workday Ways to search By search prefixes (this list is found by typing a ? in the search field) By typing my or view or find in search field After you find a report, add it to your favorites By using the sitemap (found under your employee profile) this will show reports available based on your security role. My Custom Report Library (can be added through the gear on your dashboard) You can schedule reports to run by searching schedule a report NOTE: If a report does not run, you may not have the security to see the data you are looking for or the data may not be available because some financial information may not populate until late January. Contact the Workday Service Desk if you think you should have access. (support.workday.wsu.edu)
CORRECTION CORRECTION to timeslip time entry In order to identify what grant/program/gift (fka budget) they are working on, the employee will have to make notes in the comments section with the legacy budget number when entering time. If the employee is working on more than one, they MUST SEPARATE their time blocks. The supervisor will be able to click on the time block and view the notes prior to approval. The HR Partner (Darla) will then assign the funding to the appropriate worktag according to the information in the comments section. What the employee sees What the supervisor sees
Terminology Crosswalk CAHNRS prepared a Workday Glossary and Terminology Crosswalk to help guide you from legacy terminology and processes to Workday. This table has been posted on the Workday/Modernization website (replacing the previous crosswalk link) and will provide: Present day terminology/process Workday s terminology/process The definition of the Workday term What Workday business process is needed to complete an action/task The Workday security roles involved in the business process Reminder The initiation of Workday processes is associated with assigned security roles unless the process is employee self-service function.
Account Crosswalk TFREC = Cost Center = CC0326 Accounts is not a term that exists in Workday. This will be replaced with FDM worktags based on the following categories: Grant Gift Program (state/operations/F&A/royalties) Project (typically used by FacOps) Grants assigned an FDM worktag still retains its legacy title in the grant name.
Examples of New Workday FDM Worktags An account crosswalk specific to TFREC accounts will be provided by Shelli so keep a look out for it. We are waiting for the grants section to be updated; therefore, it may not be until later this month, or early January.
Reminders If using the Time Clock feature, please remember to check out at the beginning of your lunch break and clock back in at the end of your lunch break. After December 16, check your absence/leave balances for accuracy. If you don t see your time taken in December, please re-enter into Workday. Any time taken in November that was not reported to me in advance will have to be corrected by HRS. Please contact me if you think there is an error. View the launch checklist on the admin website at: http://tfrec.cahnrs.wsu.edu/admin/workday- modernization-initiative/
Need Help? Contact Darla Ewald (dewald@wsu.edu) Workday FAQs ohttps://confluence.esg.wsu.edu/display/KB/FAQs Workday Service Desk: osupport.workday.wsu.edu Knowledge Base (Reference Guides) ohttps://confluence.esg.wsu.edu/display/WKB/Reference+Guides
