HR Technology Support – EIB Training Health Test and Vaccinations for Worker HR Technology and Workforce Analytics

Agenda Reflection Start Recording of training What is an EIB? Sample Templates Custom List Configuration Values Reviewing the Templates Demo Q&A ©2014 Trinity Health - Livonia, MI

Kindness is free; sprinkle that stuff everywhere Reflection Kindness is free; sprinkle that stuff everywhere ©2014 Trinity Health - Livonia, MI

What Is a Custom Object EIB It is a customized Excel document in an .xml format. Unlike Workday delivered templates, these templates were customized in Workday to load specific data on an employee record and there is NOT a validation mode. The values are predetermined and must be loaded base on the configuration. You cannot alter the template or use other values that have not been designed for the template. ©2014 Trinity Health - Livonia, MI

Sample Templates Vaccination for Workers Health Test for Workers ©2014 Trinity Health - Livonia, MI

Custom Configuration Values Custom List – Test Reason values Custom List – Test Result values Custom List – Test Type values Custom List – Vaccination Type values ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Vaccination for Worker – Processing Instructions B – Worker ID Employee ID is used in the field; in order to load Contingent Worker data, you must change Column B cell 4 drop down to Contingent Worker_ID; this was be loaded on a separate file C - ID (required field) – Sequentially number the rows even if an employee is on multiple rows D – Exemption This is a drop down field and only the specified values can be used E – Date Given (required field) Effective date in which the vaccine was given F – Next Due date (optional field) ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Vaccination for Worker G – Vaccination Type You will have to use the Workday configured values for this field. The correct value to use is the Web alias (see the Excel icon for the list of values) H – Givenby (optional) Use the number 1. This is used to identify the load number for the employee I – Lot (optional) This is the Reference ID for the type of one-time payment plan Inserted is an active list of OTP plans and Reference IDs J – Lot Expiration Date (optional) ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Vaccination for Worker K – Administered Site (optional) If you choose to populate this column, you must use the drop down values provided in the template L – Series (optional) If you choose to populate this column, you must use the drop down values provided in the template M – Duration (optional) Location for templates (Unfortunately, HR Production Resources site will not accept templates in .xml format. Until we find a central location for all of the templates, please reach out directly for a template. The template must remain in an .xml format to load ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Health Test for Worker – Processing Instructions B – Worker ID Employee ID is used in the field; in order to load Contingent Worker data, you must change Column B cell 4 drop down to Contingent Worker_ID; this was be loaded on a separate file C – Row Sequence ID (required field) – Sequentially number the rows even if an employee is on multiple rows D – Test Reason (optional) This is a drop down field and only the specified values can be used E – Test Type (optional) If you choose to populate this column, you must use the drop down values provided in the template ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Health Test for Worker F – Date Given (required field) G – Givenby (optional) H – Lot (optional) I – Lot Expiration Date (optional) J – Administered Site (optional) If you choose to populate this column, you must use the drop down values provided in the template K – Series (optional) ©2014 Trinity Health - Livonia, MI

Reviewing the Template – Health Test for Worker M – Induration (optional) N – Test Read (optional) O – Time Test Read (optional) P – Next Due date (optional) Location for templates Unfortunately, the HR Production Resources site will not accept templates in .xml format. Until we find a central location for all of the templates, please reach out directly for a template. The template must remain in an .xml format to load ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Once you have populated the template; you will launch the EIB Integration in Workday. It is important to load the data in Sandbox first for that added level of security because there is not a validation mode on this template. Once you launch and hit OK, the data that is able to load automatically loads in Workday. Go to the search box and type “Launch” and choose Launch/Schedule Integration Next you will search for the either the Vaccination or Health Test Data templates The template must remain in an .xml format Or ©2014 Trinity Health - Livonia, MI

Launching the EIB in Workday Go to Select Files to retrieve your 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 Sandbox initially and until you have corrected all errors As I mentioned earlier, there is not a Validation Mode on these templates. Once you click Ok, the data that is able to load in Workday, will automatically load ©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 / Successfully the EIB in Workday Once the event reaches 100%, scroll to the bottom to check your processing history and/or errors. Open the failure report to review errors. If you have errors, you will need to either manually enter the data or move the data to a another template and reload. If you reload the file as is, you will be reloading information that has already been loaded in Workday. ©2014 Trinity Health - Livonia, MI

EIB Most Common Errors Transaction Number 1 - the error not found is Influenza and that is because it has to be in all lower case 24 and 25 – the error not found is the Employee ID; these are contingent workers and need to be loaded on a separate file ©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