1. May contain confidential and/or proprietary information. May not be copied or disseminated without express written consent of the Cleveland Metropolitan Schools. Workday at CMSD Coming Soon…

2. Great Teachers  Great Leaders  Great Schools Gone to multiple people trying to figure out where to go to get information? Waited for a new colleague for months because of a slow process? Had materials you ordered show up months later than you expected? Needed better reports and visibility to data? Have You Ever…

3. Great Teachers  Great Leaders  Great Schools Learn: What: Workday will bring to CMSD When: Workday will Go Live Who: Workday will Impact How: Workday Training will be provided See a Workday Demonstration Be able to access the Workday@CMSD website and contact the project team Objectives

4. Great Teachers  Great Leaders  Great Schools Enterprise Resource Planning (ERP) System Introducing Workday Enterprise Resource Planning (ERP) System Workday is a best practice solution which integrates Human Resource, Finance, Procurement and Payroll functions into one system providing additional capabilities, improved efficiencies, and a single source of truth for related information.

5. Great Teachers  Great Leaders  Great Schools  Attendance  Time Off/ Leaves  Performance Reviews  Hiring  PO’s  Budgets  Expenses  Time Tracking  Financial Reporting  Grant Management What we will do in Workday

6. Great Teachers  Great Leaders  Great Schools Workday Benefits Ability to Focus on Teaching and Learning Current, Efficient & Effective Processes Eliminates redundant processes and minimizes manual work User Friendly Breaking Down Silos to Improve Customer Experience Integrated Systems: HR, Payroll, Finance & Procurement Promotes Collaboration Improves Employee Self Service capabilities One Source of Data Same data visible to all users Improves collaboration Flexible, user- friendly reports Aligns with The Cleveland Plan Enables Central Office to focus on key support and governance roles Data transparency throughout the district Timely and accurate information aids in school budgeting Fully Supported Shift from technology support to academic enablement Cloud solution Systems stay current

7. High Level Workday Timeline Users Test Human Resources & Payroll Finance & Purchasing Dec 17, 2016 Go-Live July 1, 2017 Go-Live Performance Evaluations Live

8. Great Teachers  Great Leaders  Great Schools Detailed training plan completed in May Curriculum development starts in June Classes will be held in October and November Hands-on Classroom training will be offered Job-aids, system resources, on-line training and information will also be available More information coming End User Training- HR & Payroll 8

9. Great Teachers  Great Leaders  Great Schools May contain confidential and/or proprietary information. May not be copied or disseminated without express written consent of the Cleveland Metropolitan Schools. Next Steps- Become Change Champions 9 1.Visit Workday@CMSD for more information http://www.clevelandmetroschools.org/workday 2. Send questions to WorkdayInfo@clevelandmetroschools.org

10. May contain confidential and/or proprietary information. May not be copied or disseminated without express written consent of the Cleveland Metropolitan Schools. Workday Demonstration

11. May contain confidential and/or proprietary information. May not be copied or disseminated without express written consent of the Cleveland Metropolitan Schools. Updating Personal Information

12.  Each person will have different “worklets” on their landing page based on their security access  First, Let’s look at Personal Information Workday Landing Page

13.  You will be able to View and Change your personal information from this page  Let’s add a cell phone number

14. Select Edit Work Contact Information

15. Select Add Work Primary Phone

16. Choose Moblie from drop down

17. Enter Mobile Number and select the Check Mark

18.  Submit to save Select Submit to Save

19. May contain confidential and/or proprietary information. May not be copied or disseminated without express written consent of the Cleveland Metropolitan Schools. Look up all Employees in a School

20. Great Teachers  Great Leaders  Great Schools  Each person will have different “worklets” on their landing page based on their security access  Now, Let’s find all the people who Work in a Certain School Workday Landing Page

21.  We’ll use “Glenville High School”  Workday organizes data by Supervisory Organization which is the foundation of how it works. Find People Who Work In a School Enter Glenville in Search. Select Option with “Supervisory Organization”

22. Select Members

23.  All the members will be listed for the school *This data is accurate as of December 2015 when CMSD initial data was put into Workday. It will be current at go-live

24. Great Teachers  Great Leaders  Great Schools Viewing Organizational Charts

25. Great Teachers  Great Leaders  Great Schools  Each person will have different “worklets” on their landing page based on their security access  Now, Let’s look at CMSD Organizational Charts Workday Landing Page

26. Select Org Charts

27. Enter Name = Jacqueline Bell Select OK

28.  Jackie’s organizational chart is displayed with Name, Title and Supervisory organization for each person  The orange circles in the lower left of their picture is the number of direct reports each person has  You can drill up to see Jackie’s supervisor

29. Double Click on Photo to get Contact info

30. Great Teachers  Great Leaders  Great Schools  Benefits By Role 30

31. Great Teachers  Great Leaders  Great Schools Current Challenges Schools are generally staffed with one secretary- resource stretched There is no formal on-boarding process Past system training was not hands-on Constantly changing priorities Information is not well disseminated and they are blind sided by changes Time & Attendance procedures vary by school, are manual, and time consuming No or not enough visibility to procurement or payroll data Reports are not sufficient Entire resolution process is very frustrating Workday Benefits Data will be visible to all users Automated PO/resolution process Procurement status will be seen real time Improved reporting capabilities Ability to see payroll data Interfaced with eSchoolPlus Easier time and attendance process Streamlined payroll coding Easier to manage budgets Will be able to tell when a charge hits a cost center and what it was for Improved purchasing efficiencies School Secretary Benefits 31

32. Great Teachers  Great Leaders  Great Schools Current Challenges Many newly hired principals Large learning curve for folks new to the district Constantly changing priorities Close to change saturation Get requests from every direction Information is not well disseminated and blind sided by changes Lack of good, flexible data and reports Student Based Budgeting is frustrating due to the lack of tools for the central office Have to access so many disparate systems Pulling data is error prone Benefits Each building is so vastly different. Better data will help drill down to differences and support data driven decisions Flexible, user-friendly and accurate reporting Improved Time & Attendance Improved requisition workflow New budgeting tool Will enable strategic budget conversations Employee self service Improved performance data Principal/ Network Leader Benefits 32

33. Great Teachers  Great Leaders  Great Schools Current Challenges Information is not well disseminated and people are blind sided by changes Have to make multiple phone calls to multiple places within Central Office to get something done Payroll is sometimes delayed and the stubs are not clear Professional development pay tends to be delayed Materials ordered don’t typically arrive on time Benefits Transparency of information Visible, real-time data Status of approvals Employee Self Service Change of address, direct deposit, W4, W2 & benefits enrollment Payroll will be timely, first checks will be accurate Pay stubs will be on-line and have more detail Environmentally friendly Expenses will be reimbursed more timely Procurement process will be more efficient Teacher Benefits 33

34. Great Teachers  Great Leaders  Great Schools Current Challenges The technical systems to support the life cycle of an employee are fractured, nonexistent or unreliable Required data is unreliable, nonexistent, incomplete and not real time Incredibly high volume of new employees processed every year Re-staffed 20-25% of district last year Principal turnover is 33% Staff size is too small to support the district’s needs Don’t have the data or time to serve the schools Don’t have the systems to allow schools and employees to be self- sufficient Benefits Provides the basic tools necessary to do the job. Functions found in CIMS EMS & FMS, Esweb, TDES System from True North Logic, and Applitrack (and others) will be integrated into one system Eliminates ERF paper process Ability to measure operational effectiveness including application tracking and onboarding status Ability to have multiple users in the system at any given time Provides data visibility Improves, standard reporting capabilities Improves collaboration Will free time to work with Principals Talent Benefits 34

35. Great Teachers  Great Leaders  Great Schools Benefits Data will be visible to all users Improves collaboration Flexible, user-friendly and accurate financial reporting Improves Time & Attendance Accurate tax payments Automates bank statement reconciliation Adjusting journal entries will be easier Change of address, direct deposit, W4, W2 & voucher issues will be managed by employees Enables deduction per classification Ability to process payments via ACH, credit card or check Payroll & AP will process in the background- no need for downtime Improves requisition workflow Better audit trails Improves reporting capabilities Automated, efficient and consolidated procurement processes Finance Benefits 35

36. ERF Process Improvement

37. Procurement Requisition Process Improvement