SANTA CLARA UNIVERSITY HUMAN RESOURCES COMMUNICATIONS COMMITTEE March 21, 2019

Agenda Performance Reviews & Salary Planning Second Year - Market Study Implementation Workday Update

Performance Evaluations Due to HR on April 5, 2019 3 Signatures and Overall Rating Required FAQ’s Eligibility: Benefits eligible employees (not in intro period) in regularly funded positions Intro period reviews completed after January 1 will serve as annual review Fixed term employees: review not required but strongly recommended Employees and supervisors on leave Shirley Mata can assist with collecting feedback (360 & skip level) Last year of paper reviews! Workday Talent is coming! Additional Questions?

Salary Planning 3% Merit Pool There should be an alignment between merit and performance rating 3% placeholder for vacancies and intro periods Data is reflective of position and compensation details as of 7/1/19 Employees with less than 1% merit should have a documented performance issue resulting in a PIP or written warning Pages open for entry on 4/8/19 Submission to VP for approval due 4/15/19 VP approval due 4/23/19 Letters will be distributed by 6/7/19 Questions?

Second Year - Market Study Implementation Timeline Received 1.2M for Year 2 of the Market Study Implementation Currently analyzing variable scenarios for eligibility criteria to maximize allocated budget funds. Finalize with the Budget Office early April. Communicate and discuss eligibility criteria to this group and to all staff thereafter. Details of individual market adjustments to each VP and letters for them to distribute. Market adjustments effective 8/1/18.

Workday Project Update

Workday Project - Where We Are New Go-live Date – TBD 75% Project Completion We Are Here Design Phase Unit Testing End To End Testing Payroll Parallel Testing User Acceptance Testing Gold Build Go Live

Workday Project – What Is Next Finalize Revised Project Plan Revise/Finalize Testing Scripts User Acceptance Testing (UAT) Sessions Workday Wednesdays (WW’s) Sessions Training Sessions

What To Expect & How You Can Help Coming up Invitations to UAT and Training Sessions Potential Production “Freeze Periods” Your Help Is Needed Participate in UAT and WW’s Sessions Ensure Employee Data Is Up to Date Freeze Periods: Recruitments as it relates to People Admin HR Self-Service (eCampus) access inactivated - transactions to be processed by HR (paper forms) Be patient with the transition, it will take time Some roles may be redefined based on changes to business processes (i.e. Elimination of entering data in a spreadsheet vs. now entering directly in Workday)