HR Technology Support – EIB Training Request Compensation Change HR Technology and Workforce Analytics August 31, 2017

Agenda Reflection Start Recording of training What is an EIB? Reviewing the Template Demo Q&A ©2014 Trinity Health - Livonia, MI

Reflection We must let go of the life we have planned, so as to accept the one that is waiting for us Joseph Campbell ©2014 Trinity Health - Livonia, MI

What Is an EIB Enterprise Interface Builder – is a Workday customized Excel document in an .xml format. These templates are used to automatically complete a transaction event. This concept is very much like Lawson’s Add-ins. ©2014 Trinity Health - Livonia, MI

Reviewing the Template Overview Tab Request Compensation Change – Processing Instructions Should always be Automatic Processing – This allows the event to complete without following the Business Process B - Spreadsheet Key – Sequentially number the rows even if an employee is on multiple rows C – Employee ID Employee ID is used in the field D – Position ID Can remain blank if the employee only has 1 position Must be populated if the employee has more than 1 position E - Compensation Change Date Effective date of the Compensation Change ©2014 Trinity Health - Livonia, MI

Reviewing the Template G - Employee Visibility Date This field is optional and is used if loading data prior to the effective date and you do not want employees seeing the change prior to the effective date H – Reason/General Event Sub-category ID Use the Reference ID for the Business Object Instance N - Compensation Grade – applicable if updating Use the Reference ID O - Compensation Grade Profile – applicable if updating ©2014 Trinity Health - Livonia, MI

Reviewing the Template P - Compensation Step - applicable if using Step and being updated Use Reference ID S - Row ID Use the number 1. This is used to identify the load number for the employee U – Amount The amount of the increase. This value can’t exceed 5 places after the decimal Location for templates The latest version of the templates will be updated when applicable at the link below on Service Now; You can copy and paste the link. https://workday.trinity-health.org/workday-hr-production-resources Sample of Error Log ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Once you have populated the template; you will launch the EIB Integration in Workday. Go to the search box and type “Launch” and choose Launch/Schedule Integration Next you will search for the latest version of the Request Compensation Change EIB (the latest version will ALWAYS be created by someone on the HR Tech Team) Select Request Compensation Change_v28 ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Go to Create Integration Attachment to retrieve your RCC template ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Go to Select Files to retrieve your RCC template ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Attach the file and click OK ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday You absolutely should always launch the EIB in Validation mode initially and until you have corrected all errors After attaching the file; go to Validation Mode Only and select the drop down and change to Specify Value and check the value box as indicated below and click OK ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday You will click the Refresh button until the Percent Complete reaches 100% ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday If you receive this error below, it is because you have most likely added an additional Sheet to the template ©2014 Trinity Health - Livonia, MI

Launching the EIB in Validation Mode Once the event reaches 100%, scroll to the bottom to check your processing history and/or errors. Open the failure report to review errors. Continue in validation mode until all errors have been removed. ©2014 Trinity Health - Livonia, MI

Launching the EIB Successfully Once the event reaches 100%, scroll to the bottom of the page to view the Integration successfully loaded all records ©2014 Trinity Health - Livonia, MI

Sample Templates Request Compensation Change Template_V28 One Time Payment Template_V27 – use if default Cost Center needs to be overridden One Time Payment Template_V28 – use if you do not need to override Cost Center ©2014 Trinity Health - Livonia, MI

Q&A Ellen to facilitate Following today’s meeting you will receive this presentation and the link to the recording ©2014 Trinity Health - Livonia, MI