1. Workday Retreat

2. Welcome THURSDAY APRIL 16 TH : HUMAN CAPITAL MANAGEMENT

3. Today  WebEx sessions  Submit questions via chat  Be sure and mute your audio  Crosswalk Handout  Banner/Workday Crosswalk on Website  Breaks and Lunch (Breaks mid morning and mid afternoon; Lunch: 12:00pm-12:30pm) – approximate time  Hold questions until after each presentation

4. Presenters

5. Welcome to Workday – Video

6. Workday HCM DAVE TOMANIO

7. Agenda

9. HCM Overview DAVE TOMANIO

10. Terminology  WD HCM: Workday Human Capital Management.  Supervisory Organization: This type of organization groups workers into a management hierarchy. A Supervisory Organization (SO) is established with anyone who has at least one direct report.  Business Process: A sequence of one or more steps that accomplishes a desired business objective.

11. Comparing Workday HCM to Banner Workday  Cloud based (today’s technology).  Nimble.  Workflow driven.  Two updates/releases per year (testing).  All customers on same version.  User friendly – easy to learn.  Paperless.  Streamlines approval process. Banner  Server based – hosted at FAU (yesterday’s technology).  HR processing is cumbersome.  Table driven.  Updates are sporadic.  Almost every customer on a different version  Very difficult to learn outside of OIT professionals.  Tons of paper.  Lengthens approval process due to reliance on paper forms.

12. Terminology  Job Profiles: Defines generic features and characteristics of a job and of a position that is built into that profile.

13. Terminology  Profile: Information on every employee that includes  Job  Compensation  Benefits  Contact information  etc

14. Terminology  Cost Center: An organization used for financial reporting to track revenue and expenses.  Defining Security Roles: Granting authorizations to system users by associating security groups with business processes.

15. andanswers

16. Employee Self Service EODIA MICHEL

17. Contact Information Update

18. Contact Information Update NO MORE WAITING……… Self-Service

19. andanswers

20. Standard Reporting MARIE MASCARO

21. Key Takeaways Standard Reporting Demo All Reports are extremely ACTIONABLE.

22. andanswers

23. Set Up Period Activity Pay (Faculty) & Add Additional Job to AMP Employee (Teaching Position OPS) ROCHELLE PRINCE

24. Period Activity Pay

25. Additional Job

26. andanswers

27. Create Position (AMP) MICHAEL DAVIS

28. Create Position (AMP) NEW POSITION LESS EMAILS MORE VISIBILITY

29. andanswers

30. Terminate Employee (SP) CHRISTINE SMITH

31. Termination Process Now Cumbersome. Cut hours Deferred pay out Unencumbered funds Remove Banner access C O M P L E T E NOA UP TO 2 MONTH WAITING PERIOD TO END ASSIGNMENT SIGNATURE ROUTE ACCOUNTS RECEIVABLE PAPERPAPER PAPERPAPER Waiting Retiree forms Paper pape r F O L O W UP

32. Termination Process in the future Seamless

33. andanswers

34. Start Performance Review for Employee (AMP) DONNA NEWMAN

35. Major changes in Performance Appraisals

36. andanswers

37. Edit Job (OPS) Location MICHAEL DAVIS

38. Key Takeaways Edit Job (OPS) - Location

39. andanswers

40. Create Job Requisition (AMP) SARA DEMONTE

41. Job Requisition

42. andanswers

43. Enrollment in Deferred Pay – 9 Month (FACULTY) CHRISTINE SMITH

44. Deferred Pay Enrollment Process – DP-6 (Deferred Pay in 6 easy steps)

45. andanswers

46. Request Compensation Change (OPS – student) SHARI WILEY

47. Better than Banner/EPAF Targeted Info Faster No Wait Time No Risk of Delay in Pay Happier Employees!

48. Key Takeaways

50. andanswers

51. Promote Employee to Open Position (from one supervisory org to another supervisory org) SARA DEMONTE

52. Promote Employee to New Position

53. andanswers

54. Enter time SP Employee & Request time off (AMP) DONNA NEWMAN

55. Major changes in Timekeeping

56. andanswers

57. Request compensation change (AMP) & Rehire employee into AMP position MICHAEL DAVIS

58. Key Takeaways Request compensation change (AMP)

59. Key Takeaways Rehire Employee DIMINISHED “Ping-Pong” EFFECT LESS AMBIGUITY EASIER TRANSITION

60. Workday Access DEB BROOKS

61. What’s the Difference??

62. Roles

63. P0, P1, P2…P…what???

64. How do I get access???

65. andanswers

66. Next Steps  Get the Word Out  Training  www.fau.edu/workday www.fau.edu/workday  General: Workday 101  Targeted: Coming in May  Go Live July 1

67. Break Be back in 15

68. Lunch Be back in 30