Communications Update Employee Self-Service Gina 10 min

Workday Means Different Things for Different People This presentation is focused on the Employee As Self role and self-service capabilities; however, Workday also has a number of tools for managing others. Employee As Self Personalized homepage and workflow tools View your own information Change and manage personal information Sample business processes in a worker’s life cycle include (but are not limited to): Managing Others in Workday Workday will provide key Penn users with greater access and ability to manage worker’s data. Multiple Workday components (or business processes) are a part of managing a worker’s lifecycle, but every lifecycle is unique to each individual worker. More information on this Workday functionality will be communicated in the coming months.

What Workday Means for Penn

Workday means… An Integrated System Workday will fully or partially replace many “legacy systems.” Unifying these systems will work to simplify and standardize processes for all Penn users. Legacy Systems (fully or partially replaced): Payroll PennWorks (Core and Additional Pay) eTimesheets U@Penn Apps PeopleAdmin Staff & Faculty HR Manager HR Application Portal Requisitions Faculty Information System (FIS) PennPeople Additional local systems and applications

Workday means… Self-Service Employee Self-Service (ESS) enables all users to take ownership in maintaining and managing their personal information. Self-Service Actions Functionality Personal Information View and update biographical/demographic (contact number, home address, etc.) Benefits Declare life event (i.e. birth, marriage, etc.) Manage beneficiaries for life insurance Payroll & Compensation Manage pay elections (i.e. direct deposit) View compensation details View tax documents and relevant information Time Tracking Enter time Correct time entered Time Off View balance Request Time Off (i.e. sick leave, time off) Leave of Absence Request Leave of Absence (e.g. FMLA)

Workday means… Improved Workflow Workday Workflow Tools Inbox The Workday Inbox contains a list of actions to be completed by the specific user. Worklets Worklets provide access to frequently used tasks and information. Each user’s home page will display different worklets, depending on the position and responsibilities. Notifications The Workday notifications page displays list of completed business processes sent to the specific user. This list is for information purposes only, no action is required. Workday has a number of tools that are personalized to improve workflow Personalized homepage, inbox, and notification Inbox items are actions that need to be completed (actions may or may not take place in workday) Notifications Completed business processes sent to the specific user No action needed In addition to a personalized inbox and notifications, Workday also allows you to track status and who is assigned the next step.

Workday means… Access to Personal Information Workday makes it easier to access and manage your own information, anytime, anywhere, anyplace. Personal Information View and manage biographical/demographic data in one place. Change: Home Contact Info Emergency Contacts Preferred/Legal Name View: About me Addresses Contact Info

Workday means… Increased Visibility Workday allows for increased visibility into supervisory organizations including organizational structure, reporting structure, and direct reports. To access supervisory organizations: Supervisory organization information can be accessed by clicking on the My Team worklet and then My Org Chart under the View section Manager of Supervisory Organization All workers will be hired into a supervisory organization Employees who report to Jane Doe Supervisory org. Individual drill down. Action and information Managers are orange, even if they report directly to another manager. Employees are blue Click on a person’s square to view profile information. Information available depends on security role.

Workday means… Increased Visibility Workday provides increased visibility and access to the following information as displayed below. Actions: View team Time and Leave Add as favorite Direct Email Information: Contact info Organization Manager Work location You can view: Contact info, organization, manager, and work location Actions include: View team, time and leave, and direct email

Workday means… Mobile Capability With fewer forms, you can access and manage your information, anytime, anywhere. Mobile Capability Personal Information Time Tracking Time Worklets

Demonstration – Workday Overview 1 Home Page Functionality Your Home Page Notifications The Notification icon displays the updates on the actions you have taken Inbox All tasks from the Workday system are sent to your Inbox to be completed Worklets Worklets provide access to frequently used tasks and information Search Functionality 2 High level overview of homepage (hover don’t click), including: Search Notifications Inbox Worklets Personal information Personal info demonstration (with clicks) Demonstrate viewing your personal information (about me) Demonstrate changing your home address Personal Information View Your Personal Information Update an Emergency Contact

Self Service Demonstration