Workday Merit Process - Approvers at Texas A&M University-Corpus Christi Please hit enter to move through the slides

Merit Process Launch On June 11th the Workday Merit Process will be launched. Managers of full-time budgeted faculty and/or staff who are eligible for merit will receive an inbox item(s) for each organization they manage and a separate action for faculty and staff. For those with multi-tier organizations (ie: Deans, some Department Heads, Vice Presidents, etc…) the supervisors in your organizations will receive an inbox item and will need to submit merit recommendations for your review and approval. As a supervisor yourself, please see the supervisor training for how to enter merit.

Approver’s Inbox From the inbox item select the Sub Org icon. The next screen will show both organizations with your direct reports but also those with further Sub Orgs. The status of a Organization will show as Awaiting Action until submitted and is only viewable. Once a supervisor’s merit recommendations are submitted the status will reflect submitted and the view will change to edit. The Organization containing your direct reports, typically the first listed, will also show as Awaiting Action but can be edited. Edit View Only The pencil will allow you to edit and make changes to any submitted merit recommendation. Choosing the magnifying glass will bring up a list of all employees in your supervisory organization no matter their organization. However, if the organization is over 100 people the system will give you an error. Status provides you a quick look at the current status Activity will allow you to make a comment and even tag someone. The person you tag will receive a notification (not in their inbox) Errors will just show you that you have errors but no details. Actions allow you to search by employee, return items, etc… Multiple Sub Orgs Not ready to approve Awaiting Action Submitted Ready For Review

Approver’s inbox, cont. Once you are satisfied with the merit recommendations, click submit. The Organizations, except the one containing your direct reports, should be in a Submitted status or you will receive an error. Errors Flags Potential Issues Allow you to Search for an Employee, Send Back a submission, or Complete on Behalf of the supervisor Actions The pencil will allow you to edit and make changes to any submitted merit recommendation. Choosing the magnifying glass will bring up a list of all employees in your supervisory organization no matter their organization. However, if the organization is over 100 people the system will give you an error. Status provides you a quick look at the current status Activity will allow you to make a comment and even tag someone. The person you tag will receive a notification (not in their inbox) Errors will just show you that you have errors but no details. Actions allow you to search by employee, return items, etc… Activity Allows you to see or make comments

Notes for Approvers The review process can be delegated and you are able to “Complete on Behalf” of a supervisor within your organization. Please see presentation for more information. Approved Promotions and Equity (including announced faculty market and equity) will be entered by the budget office after submission by the Vice Presidents. Along with the same errors