Delphi Confidential Employee Direct Access - Course # 102

BackNext Page 1 of 30 Exit At any point in the course, you can use the button on the top-right of the course window to access the Table of Contents. You can click any lesson or page in the Table of Contents box to jump to that lesson or page. Audio transcript is available for this course and is automatically enabled. You can use the button on the bottom-right of the course window to turn the audio transcript off or on. Navigating the course

Delphi Confidential This course is designed to give all employee an overview of common self-service tasks in Workday, such as Personal Information, Absence Management and Compensation and Benefits. By the end of this course, you will be able to: Understand and perform common Employee Direct Access tasks in Workday View and update personal information Request and update time off View compensation information Complete professional profile and talent profile Course Introduction

BackNext Page 1 of 30 Exit Benefits of Workday

Delphi Confidential Lesson 3 - Absence Management Lesson 4 - Compensation -Basic Lesson 5 - Talent and Professional Profiles Lesson 1 - Common tasks Lesson 2 - Personal information Contents

BackNext Page 1 of 30 Exit Overview of Common Tasks Employee Direct Access Personal Information Absence Management Compensation - Basic Lesson 1 Lesson 2 Lesson 3 Lesson 4Summary Lesson 5

BackNext Page 1 of 30 Exit Personal Information Personal information refers to the Employee data in Workday that an Employee provides to Delphi. Delphi will follow all data privacy laws in each country where this exists.

BackNext Page 1 of 30 Exit Absence Management Absence Management allows you to manage your time off and leave, view your time off and time off balance.

BackNext Page 1 of 30 Exit Compensation- Basic In the Pay function, you are able to take actions and View your pay information.

BackNext Page 1 of 30 Exit Personal Information Employee Direct Access Viewing personal information Changing personal data - direct access Personal information changes needing documentation support Lesson 1 Lesson 2 Lesson 3 Lesson 4Summary Lesson 5

BackNext Page 1 of 30 Exit Personal information refers to the Employee data in Workday that an Employee provides to Delphi. This data includes, but is not limited to: Name Home address and phone number Emergency contact information Date of birth Workday provides easy access to the personal information you have provided to Delphi and enables you to follow a structured process for updating it, including online routing of approvals and submission of supporting documentation when necessary. Personal Information

BackNext Page 1 of 30 Exit Viewing personal information By clicking Personal Information icon, you can view your personal information such as: Address, address, Name etc. You can also Change your personal information, such as Contact Information, Photo, Preferred Name

Delphi Confidential Let’s look at the type of personal data changes that you can make in Workday at any time. This table below lists the personal data changes that you have direct assess to. This means you can make these changes without approval and supporting documentation. Please note that for some countries, additional approvals may be required Change Personal Data Change TypeInitiated by Employee? HR Review/ Approval? Supporting Documentation? Change Preferred NameYesNo Manage social networksYesNo Add/Update Emergency Contact Information YesNo Change Contact InformationYesNo Change AddressYesNo Add/Maintain Profile PictureYesNo Change GenderYesNoYes Change DisabilitiesYesNoYes Change EthnicityYesNoYes Change ReligionYesNoYes Change Military ServiceYesNoYes

Delphi Confidential The table below lists the personal data changes that require HR approval. Change Personal Data Change TypeInitiated by Employee? HR Review/ Approval? Supporting Documentation? Change Legal NameYes Change Marital StatusYes Change DOBYes Change CitizenshipYes Change LicensesYes Change passportsYes

Delphi Confidential The table below lists the personal data changes that are initiated by HR. Click on each type of change to see which transactions are applicable. Change Personal Data Change TypeInitiated by Employee? Initiated by HR? Supporting Documentation? Title changeNoYes Employee ContractNoYes Union Membership EventNoYes Service Dates ChangeNoYesNo

BackNext Page 1 of 30 Exit Demonstration: Change Contact Information Scenario: Let’s navigate Workday in a demonstration and learn how to change Contact Information Click the button below to begin the demonstration. Note: Since this is a demonstration, the steps in Workday will be performed for you.

BackNext Page 1 of 30 Exit Personal data changes Requiring HR approval: Change Legal Name HR Rep approve the request Employee submit the request of legal name change in Workday 1 1 System information has been updated and received by employee Employee HR Rep Employee

BackNext Page 1 of 30 Exit Demonstration: Change Legal Name Scenario: Let’s navigate Workday in a demonstration and learn how to change legal name Click the button below to begin the demonstration. Note: Since this is a demonstration, the steps in Workday will be performed for you.

Delphi Confidential Personal data changes initiated by HR: Title change HR Rep approves the change 2 2 Manager initiates the title change 1 1 Manager receives notification 3 3 Manager HR Rep System information has been updated and received by employee 4 4 Employee

BackNext Page 1 of 30 Exit Personal data changes initiated by HR: Title change You can find your new title after the title change has been approved by HR partner.

BackNext Page 1 of 30 Exit Knowledge Checkpoint Which one of the following changes should be initiated by HR? Select the correct option; then click Submit. A.Change Preferred Name B.Manage social networks C.Add/Update Emergency Contact Information D.Change Address and Contact Information E.Title Change F.Add/Maintain Profile Picture E. Title Change

BackNext Page 1 of 30 Exit Absence Management Employee Direct Access Requesting and updating time off Requesting leave of absence Lesson 1 Lesson 2 Lesson 3 Lesson 4Summary Lesson 5

BackNext Page 1 of 30 Exit Time Off The Request Time Off process is used when an Employee would like to take some time off and the Correct Time Off process is used when the Employee needs to make a change or cancel time off to work. The Manager is the approver for both Requests and Correct Time Off processes. Manager Approves Time Off Request Manager Approves Correction 2 2 Employee Initiates Time Off Request Employee Initiates Correction 1 1 Employee Manager Note: Notify Employee

BackNext Page 1 of 30 Exit Requesting and updating time off Click the time off icon then click “request time off”

BackNext Page 1 of 30 Exit Requesting and updating time off Select the date and then enter the time off type and number of hours requested. Click on the + sign to add additional days

BackNext Page 1 of 30 Exit Requesting and updating time off Enter the additional information and then click submit

BackNext Page 1 of 30 Exit Leave of Absence Leave of Absence refers to a time when an Employee may need to be out of the office for medical or non-medical reasons covered by Delphi’s policy. Different countries have different Leave of Absence Types The Request Leave of Absence request is used when an employee has a need to take a leave from work and the Request Return from Leave of Absence request is used when an employee is returning from a leave of absence. Your manager will need to approve both the request for leave of absence and the request for return from leave of absence.

BackNext Page 1 of 30 Exit Request Leave of Absence Absence Partner Receives Documentation and Initiates Request 2 2 Employee Holds Conversations With HR Rep and Manager Regarding Leave of Absence 1 1 HR Rep Reviews Leave of Absence Request 3 3 Manager Approves Leave of Absence Request 4 4 Benefits Partner and HR Completes Remaining Steps 5 5 Placehold er for Image EmployeeHR Rep Placehold er for Image Manager Placehold er for Image HR Rep Placehold er for Image Absence Partner Note: Remaining steps include review benefits jobs by Benefits Partner, manage BP’s for worker and reassign worker roles by HR and request delegation change as an optional step by Employee Note: Step occurring outside of Workday Note: Documentation step happens outside of Workday and Employee can also initiate the process in Workday if ESS checkbox is selected. Placehold er for Image Employee Note: Condition: Only complete for certain leave types Notify: Subject and HR Rep Benefits Partner

BackNext Page 1 of 30 Exit Request Return from Leave of Absence Initiate Request To Return From Leave of Absence 2 2 HR Rep Confirms Employee Has Returned From Leave of Absence 1 1 Absence Partner Completes To Do: Review Documentation 3 3 Manager Approves Request Return From Leave of Absence 4 4 Consolidated Approval 5 5 HR Rep Employee Absence Partner Placehold er for Image Manager HR RepAbsence Partner Note: Condition: Employee can initiate the request if ESS checkbox is selected Note: Step occurring outside of Workday and applicable only in case of regulatory leave Note: Step skip if absence type is layoff Note: Notify Subject, Manager and HR Rep Note: Step skip if absence type is layoff Note: Notify Subject, Manager and HR Rep Note: Step occurring outside of Workday

BackNext Page 1 of 30 Exit Request Return from Leave of Absence HR Rep Completes Optional Steps 7 7 Employee Completes Optional To Do: Request Delegation Change 6 6 EmployeeHR Rep Note: Optional steps include Reassign Roles to Returned Subject and To Do: Assign User Based Security Groups

BackNext Page 1 of 30 Exit Demonstration: Request Leave of Absence Scenario: Let’s navigate Workday in a demonstration and learn how to request Leave of Absence: Click the button below to begin the demonstration. Note: Since this is a demonstration, the steps in Workday will be performed for you.

BackNext Page 1 of 30 Exit Demonstration: Request Return from Leave of Absence Scenario: Let’s navigate Workday in a demonstration and learn how to request Return from Leave of Absence Click the button below to begin the demonstration. Note: Since this is a demonstration, the steps in Workday will be performed for you.

BackNext Page 1 of 30 Exit Managers need to review and approve all absence requests. Is this true? Select the correct option; then click Submit. A.True B.False Answer: A.True Knowledge Checkpoint

BackNext Page 1 of 30 Exit Compensation Employee Direct Access View compensation information Lesson 1 Lesson 2 Lesson 3 Lesson 4Summary Lesson 5

BackNext Page 1 of 30 Exit View compensation information The Pay function allows you view your compensation information. Clicking the “Pay” icon from the home page, you will see the “Actions” and “View” options. To view your compensation information, Click “Total Compensation” under “View”

BackNext Page 1 of 30 Exit View compensation information You can see your compensation information listed with specific details of each item, such as base pay and allowance.

BackNext Page 1 of 30 Exit View compensation information You can also see your total compensation package by percentage in the pie chart format.

BackNext Page 1 of 30 Exit Talent and Professional Profiles Employee Direct Access Completing professional profile and talent profile Lesson 1 Lesson 2 Lesson 3 Lesson 4Summary Lesson 5

BackNext Page 1 of 30 Exit Talent Profile vs. Professional Profiles Benefits of Talent and Professional Profiles Completing these profiles helps employees in promoting their skills and experience, etc. It's essentially a direct access feature to empower employees to take accountability of their career and grow. All employees are highly encouraged to complete their talent profiles

BackNext Page 1 of 30 Exit Accessing your profile Open the My Career section

BackNext Page 1 of 30 Exit Adding information your profile Select an area to update Languages

BackNext Page 1 of 30 Exit Enter your information Input your capabilities Language Ability Proficiency

BackNext Page 1 of 30 Exit Enter the information required and then Click “Submit” Completing Professional Profile(Cont.)

BackNext Page 1 of 30 Exit Click the icon next to your name and click the “Talent Profile” icon Completing Talent Profile Access to Personal Profile information has been moved to the Career Page

BackNext Page 1 of 30 Exit You can see the types of information that you can add or edit Completing Talent Profile(Cont.) Access to Personal Profile information has been moved to the Career Page

BackNext Page 1 of 30 Exit Click “Job” and you will find the “Professional Profile” Completing Professional Profile Access to Personal Profile information has been moved to the Career Page

BackNext Page 1 of 30 Exit You can add or edit “Experience”, “Skills”, “Education”, “Projects” by clicking Add or Edit Completing Professional Profile(Cont.)

BackNext Page 1 of 30 Exit Enter the information required and then Click “Submit” Completing Professional Profile(Cont.)

BackNext Page 1 of 30 Exit A.Experience B.Skills C.Education D.Projects Which of the following are included in the professional profile? Select the correct options; then click Submit. A.Experience B.Skills C.Education D.Projects E.Performance F.All of the above Knowledge Checkpoint

BackNext Page 1 of 30 Exit Summary To summarize the course learnings, you will now be able to: Understand and perform common Employee Direct Access tasks in Workday View and update personal information Request and update time off Complete professional profile and talent profile View compensation information