Workday
OCTOBER
OCT. 10, 2024
Workday Thursday: Manager Self Service and Approvals, and Performance Evaluation
This week, we're exploring how Workday simplifies key management tasks with its Manager Self Service tools, as well as the streamlined process for performance evaluations.
Manager Self Service and Approvals
With Workday’s Manager Self Service (MSS) features, managing your team becomes more intuitive and efficient. The MSS tools provide a central hub where managers can access critical tasks, including employee approvals, time tracking, and overseeing compensation changes—all in one place.
Key benefits of Manager Self Service in Workday:
- From time-off requests to expense reports, Workday consolidates approvals, giving you full visibility into what’s pending and what’s been completed.
- Managers can view their team members' key information, including work schedules, compensation, and performance reviews, from an easy-to-use dashboard.
- Stay updated with real-time data on team performance, time off, and other HR metrics. This visibility ensures better decision-making and smoother operations.
Workday’s streamlined approval workflows allow you to quickly review and approve requests, ensuring that important tasks are completed in a timely manner, even when you’re on the go. Approvals can also be handled through the mobile app, making it easier than ever to manage tasks no matter where you are.
Performance Evaluations
Performance evaluations in Workday offer a more efficient and structured process, reducing administrative overhead and providing a clearer path to feedback and employee growth.
Key features of Workday’s performance evaluation process:
- Employees can complete their self-assessment directly within Workday, allowing for a smoother and more transparent performance evaluation process.
- As a manager, you can provide feedback on employee performance, set goals, and track progress throughout the evaluation period.
- With Workday’s integrated platform, managers and employees can set clear, measurable goals that align with departmental and organizational objectives.
The new evaluation process encourages ongoing conversations between managers and employees, promoting a culture of continuous feedback and professional development. Additionally, all evaluations, goals, and feedback are stored in a single system, making it easy to track progress and refer back to previous discussions.
What’s Changing, and Why Does It Matter?
- Centralized Manager Self Service allows managers to access all key tasks in one place, improving oversight and efficiency.
- Streamlined Performance Evaluation tools ensure better feedback and growth opportunities for employees and simplify the evaluation process.
- Mobile Approvals give managers flexibility and ensure tasks get done even when away from the office.
Links to Resources
Watch this video, which covers Approvals functionality in greater detail.
Next Issue: Understanding Workday Security Roles and Their Importance
In our next Workday Thursday issue, we’ll delve into security roles within Workday, exploring how they protect sensitive information while empowering users to perform their job functions effectively.
OCT. 3, 2024
Workday Thursday: Expense Reports and Mobile Access
Welcome to this week’s Workday Thursday, where we explore how Workday simplifies submitting and managing expense reports, as well as the convenience of mobile access.
A Simplified Expense Reporting Process
Do you find submitting and tracking expense reports frustrating? Workday will change that. By integrating expense reporting into one centralized platform, Workday makes it easier for employees across the UW System to submit, approve, and track expense reports.
With Workday, you’ll be able to:
- Submit and track expense reports all in one place.
- Use the intuitive Expense Management Dashboard to view the status of submitted reports.
- Take advantage of the streamlined approval process, which ensures faster reconciliation and reimbursement.
Workday on the Go: Mobile Expense Management
One of the most exciting aspects of Workday is its mobile app, available on iPhone, iPad, and Android devices. This app allows you to create, submit, and approve expense reports from anywhere. You can even upload photos of your receipts directly through the app.
Key features of the Workday Mobile app for expenses include:
- Submitting and approving expense reports from your phone or tablet.
- Automatically calculating driving mileage when creating expense reports, saving time and effort.
- Fast access for approvers to review and approve expenses with just a few taps.
What’s Changing, and Why Does It Matter?
Workday brings all expense reporting tasks into one system, making it easier to track out-of-pocket and card expenses.
The mobile app provides flexibility and speed for both submitters and approvers, improving productivity.
Links to Resources
Watch this video, which will walk you through the expense report and mobile app functionality.
Next Issue
Next week’s Workday Thursday will provide an overview of Manager Self Service and Approvals, as well as the Performance Evaluation functionality. Learn how Workday streamlines managerial tasks and supports effective performance evaluations.
SEPTEMBER
SEPT. 26, 2024
Workday Thursday: Benefits and Pay
Welcome back to Workday Thursday! This week, we’re diving into the new and enhanced features for managing benefits and pay in Workday. These tools are designed to give employees across the Universities of Wisconsin more control and transparency over their compensation and benefits information.
Overview: Streamlined Access to Benefits and Pay
Workday’s Benefits and Pay Hub is a centralized location where faculty and staff can manage all aspects of their compensation and benefits information, making the process more streamlined and user-friendly.
With the new hub, you’ll be able to:
- Access and review your pay history, pay slips, and retirement contributions.
- Update W-4 information for federal and state withholdings, adjust marital status, claim allowances or exemptions, and modify additional tax withholdings.
- Make payment election changes, allowing you to designate up to five accounts for your paycheck.
- Start, stop, or change supplemental retirement contributions anytime, without needing assistance from a Benefit Partner.
These features will save time and reduce the need for HR intervention, letting you directly control your information.
New Feature Highlight: Model My Pay
A standout feature of Workday is the Model My Pay paycheck estimator tool, which allows employees to explore hypothetical changes to their pay. You can estimate how adjustments to your earnings, taxes, or deductions will impact your future pay slips, all from the comfort of the Workday interface.
This tool is helpful for planning around life changes like adjusting retirement contributions or modifying withholding amounts. Previously, there wasn’t an option to view these kinds of hypothetical scenarios. Now, you’ll have the data you need to make informed decisions about your finances.
What’s Changing, and Why Does It Matter?
- All payroll and compensation information will be in one place for easier access.
- Employees will have self-service options for managing their benefits and retirement savings elections in Workday.
- No more relying on a Benefit Partner to manage supplemental retirement contributions—you will have control.
- The Model My Pay tool gives you visibility into potential changes before they happen, providing clarity and peace of mind.
Links to Resources
For more detailed information on managing benefits and pay in Workday, check out these resources:
Benefits and Pay Hub & Pay Modeler
Next Episode Preview: Expense Reports and Mobile Access
In our next issue of Workday Thursday, we will explore how Workday simplifies submitting and managing expense reports, along with the convenience of mobile access.
SEPT. 19, 2024
Welcome back to our Workday Thursday series, where we help you navigate the upcoming changes and features in the new Workday platform. This week’s topic is Time and Absence Management.
Key Updates for Time and Absence Management
With Workday, managing your time off, leaves of absence, and hours worked will be easier than ever. Here are the key highlights:
What’s Going Away
- Old HR Portals for submitting time off and tracking absences.
- Separate Systems for timekeeping and absence management.
What’s Replacing It
Workday’s Unified System: All timekeeping, leave requests, and absence tracking will be handled within the Workday platform. Whether you’re an employee tracking your own time or a manager approving requests, everything is accessible from the same place.
Time and Absence Features
Workday will streamline several processes for managing time and leave:
- Real-Time Updates: Time-off balances are automatically updated as soon as you request leave or log hours, giving you an accurate view of your available time.
- Mobile Access: You’ll be able to submit time-off requests or report absences from anywhere using the optional Workday mobile app.
- Employee Self-Service: Easily request time off, view your timesheet, or check your absence balance, all in one place.
- Manager Self-Service: Managers will have a clear, real-time view of their team’s time off, making it easier to approve or manage requests and support staffing decisions.
Click here for a brief video that outlines the changes to Time and Absence.
SEPT. 12, 2024
Introducing the New Workday Dashboard – Simplifying Your Administrative Tasks
As part of the Administrative Transformation Program (ATP), UW-Parkside is preparing to launch Workday, a new system that will simplify and standardize key processes like finance, human resources, and research administration. This is the first in a series of weekly updates to keep you informed as we move toward implementation.
Please view the following video for a high-level overview of the Workday conversion.
This Week’s Update: The New Workday Dashboard
In the current system, accessing different administrative tasks often requires logging in to multiple platforms, such as the HR portal or finance system. Workday changes that. With the new, all-in-one dashboard, you will no longer need multiple logins. Everything from managing personal information to submitting expense reports will be housed in a single, integrated platform.
What is the Dashboard?
Think of it as your central hub where all employment-related tasks can be accessed with just one login. Whether you're submitting time off, viewing pay slips, or updating your contact information, the dashboard is designed to streamline your workflow.
Employee and Manager Self-Service
Workday’s dashboard provides customized views based on your role. Employees will have access to self-service options like managing personal details, while managers will have additional tools to approve timesheets and manage team-related tasks.
Your new dashboard will be based upon your security roles. To help you visualize the change, here’s a look at the current dashboard and a preview of the new one:
Current: Multiple logins for different systems like the HR portal.
After: One streamlined dashboard in Workday
Key Project Dates
Here’s a high-level look at the major milestones for the Workday implementation:
- User Experience Testing: August 2024 – October 2024
This testing involves real users interacting with Workday to provide feedback on usability and training materials. - Final Testing & Preparation: November 2024 – February 2025
- End-User Training: March 2025 – August 2025
- Go-Live Date: July 2025
Workday Resources
We’ve gathered some helpful resources to support you through this transition. Please take a moment to explore the following links:
These resources will continue to grow as we approach the go-live date, so be sure to check back for updates.
Next Episode: Time and Absence Management
In next week’s update, we’ll dive into Workday’s time and absence functionality. Learn how to submit and track time off, manage your balances in real time, and explore new features that make scheduling easier.