1. Welcome to a New Workday!
Introduction – Dr. Abercrombie
Welcome to a New Workday!
TAMU Monthly Workday Open Forum
December 13, 2017

2. B. Abercrombie

3. AGENDA Texas A&M Change Team Workday Resources
Updates since November Forum
Q&A
B. Abercrombie

4. Meet the A&M Change Team Dr
Meet the A&M Change Team Dr. Barbara Abercrombie Danny Grimes Jim Nachlinger Mary Schubert Laura Dohnalik Barbara Bayer Brandy Kosh
B. Abercrombie

5. The world hates change, yet it is the only thing that has brought progress. -Charles Kettering
B. Abercrombie – talk about change management

6. Workday Resources
Laura D.

7. workday.tamu.edu Where Do I Go for Help?
Laura D. - pop out to the website. See next slide.
workday.tamu.edu

8. Using Workday – HR Liaisons
Tools for Go Live and Beyond:
Departmental Processors Day One Recommendations
Onboarding
Offboarding
Edit Other IDs, Custom IDs
Annual Work/Disbursement Plan Period (annual term/appointment)
Workday First Login checklist
Additional resources are forthcoming!
Laura D. – Review each of these items on the website.

9. Department Level Roles
Security Roles
Department Level Roles
Core / Central Roles
Absence Partner
HR Contact
I-9 Processor
Recruiting Coordinator
Talent Analyst
Timekeeper
Manager
Cost Center Approver
Department Head
HR Liaison role
Benefits Partner
Compensation Partner
Faculty Partner
Graduate Studies Partner
HR Partner
Payroll Partner
Recruiting Partner
Retiree Partner
Workers’ Compensation Partner
Safety Partner
Talent Partner
Research Partner
Workday impact on HR Liaison responsibility – business process initiation will continue at the department level with few (if any) exceptions; if multiple security roles can initiate a business process, the HR Liaison role will be the primary initiator

10. Workday.tamu.edu vs. Workday Help
Administered by Texas A&M HROE
Information for A&M employees (faculty, students, staff)
Workday Help
Administered by Texas A&M System Office-Project Team
Information for employees across the A&M System
Laura D. – Review each of these items on the website.

11. Workday Help (sso.tamus.edu)
Laura D.

12. Workday Help Resources
Workday & You
Where in Workday
do I find…?
Workday Terms
Crosswalks
Common Reports
Tutorials
Demonstrations
Simulations
Job Aids (step-by-step instructions for common tasks)
Laura D. –
Questions and Answers

13. Workday Help Resources – Search bar
Laura D. – demo search bar functionality on Workday Help

14. Workday Help – Resources in Development
Workday Impact Training: Legacy Systems
Net funding calculator video help
Payroll Cost Transfer video help
Laura D. or Mary

15. Post Go Live Training Opportunities
Workday Clinics
Present a short tutorial on a specific task/process
Open lab time
Topics scheduled for December (more in January)
First Login Basics
HR Liaison
Create Position
Edit Position Restrictions
Create Job Requisition
Nancy

16. Updates Since November Forum
Soft Launch – Mary
Each director takes lead for their area. Benefits is first.

17. Soft Launch & Catch-up Transactions
Workday Soft Launch
Began on December 6 for HROE/Payroll
Catchup transactions happening thru 12/15
Priority: 
Transactions affecting budgeted faculty/staff positions
Transactions impacting payroll (hires/terminations)
Remaining transactions/cleanup after soft launch closes
Mary

18. Updates since November forum FACULTY RECRUITING
Faculty Recruiting Process Moved to Workday
Two options for implementation:
Dept can continue to receive faculty applications in current manner
Dept can receive all faculty applications through Workday
Faculty application process to be fully moved to Workday by March 1, 2018.
Advantages of faculty recruiting in Workday:
Brings workforce planning, sourcing, applicant tracking, selection and onboarding into a single system
Captures uniformly and systematically all necessary data for EEO purposes Issues all mandatory notices to applicants
Provides robust reporting capabilities, allowing for centralized online data with real-time reporting
DOF

19. Updates since November forum BENEFITS (Total Rewards)
Transition Issues
Hires during transition period may need additional review after go-live
Example 1: Question about other medical coverage
Example 2: Question about prior Optional Retirement Program (ORP) participation
Onboarding after go-live will involve more Employee Self-Service (ESS)
Example: Personal Data Sheet information
Employees need to adopt a plan-ahead mindset
Example: Many changes effective the first of the month following submission in Workday (rather than dependent on payroll calculation dates)
Elizabeth

20. Updates since November forum CLASS & COMPENSATION (Total Rewards)
Transition Issues
Some position details may need entry following go-live
Example: Position created in PATH but not filled in BPP before 11/10/17
Position details look different in Workday
Example: Job duties in PATH = Responsibilities in Workday
All positions must be created before being posted or filled
Example: Submit EPA to create and hire in Canopy vs. create position and hire (for external) or change job (for internal) in Workday
Managers need to adopt a plan-ahead mindset
Example: Plan for extra time to complete and route requests while users and approvers learn the new system
Elizabeth

21. Updates since November forum STAFF RECRUITING (Talent Management)
PATH
No new positions posted after December 5
Existing open positions
To be filled by applicants as of December 5 or;
Canceled by Department
Applicants can login to check job status
Workday
Soft Launch job postings from December 5 – 13
Applicants available to departments after Go Live!
Applicants
External Career Site (jobs.tamu.edu)
Internal Career Site accessed through Workday Career
Scott

22. workday@tamu.edu Questions? Mary
Laura Dohnalik
Barbara Bayer
Brandy Kosh