REIMAGINING OUR WORKDAY An Overview of the Workday Project Last Updated May 2011.
REIMAGINING OUR WORKDAY Workday Project Understanding Roles & Role Assignments Managers Engagement...
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Transcript of REIMAGINING OUR WORKDAY Workday Project Understanding Roles & Role Assignments Managers Engagement...
REIMAGINING OUR WORKDAY
Workday Project Understanding Roles & Role Assignments
Managers Engagement GroupOctober 19, 2012
REIMAGINING OUR WORKDAY
Agenda for Today’s Session
Understanding Roles in Workday
How Roles and Business Processes Work Together
Definitions of Workday Roles
Approach to Role Assignments at Go-Live
Defining the Finance Partner Role
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Supervisory Organizations
Supervisory Organizations The Workday application requires that everyone in the system be associated
through this foundational structure:
Position-to-Position, hierarchical structure
Single, direct, primary relationship
Functionality in the system is directly based upon this position-to-position
relationship
Access to a person’s data (security)
Participation in business processes (initiation/review/approve)
Additional “matrix” relationships can be defined
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An Example of Supervisory Organizations
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All of the following are true about Supervisory Organizations in Workday except:
Check-in
A. They create a position-to-position hierarchical association.
B. There is one manager role per supervisory organization.C. They mimic our HR department tree. D. A position can be both a member of one supervisory
organization and a manager of another supervisory organization.
E. They are a foundational structure in Workday.
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What are Workday Roles?
Roles: When linked with organizations, roles determine:
What you can see & what you can do• Provide access to appropriate data within the assigned
organizational structure• Determine functional responsibilities and routing of
actions in a business process Default roles: “Employee” , “Manager”, Assigned roles: “HR Partner”, “Management Partner” et. al.
Offer opportunity for flexibility and increased functionality
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Role Assignment Facts Facts: Roles can be inherited or assigned (by supervisory organization); Assignments are designated at the position level
Mgmt PartnerPosition XYZSusan Stone
InheritedMgmt PartnerPosition XYZSusan Stone
AssignedMgmt PartnerPosition ABCDiego Vasquez
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Role Assignment Facts Fact: More than one position can be assigned to a role (Management Partner, Hr Partner)
HR Partner1. Position CCCCarmen Campos2. Position BBBBenny Lee
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Role Assignment Facts Fact: One position could be assigned to different roles.
HR Partner1. Position CCCCarmen Campos2. Position BBBBenny Lee
Finance Partner1. Position CCCCarmen Campos2. Position BBBBenny Lee
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Quick Review: How Do Roles Work?
All are true statements except:
A. Roles can only be designated at the top level (the college/unit).
B. More than one position can be assigned to a role (ex. HR Partner).
C. One position can hold more than one role (ex. Mgt Partner and Finance Partner).
HR Partner 1Hayley Harris
HR PartnerHayley Harris
HR PartnerHayley Harris
HR PartnerKristie Lamb
HR Partner 2Cyndi Morris
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Role Assignments – Checks & Balances
The same position (person) cannot initiate and approve a HR event;
If a position (person) is assigned both the management partner and HR partner for a supervisory organization, an additional person(s) should be assigned to the HR partner.
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What is a Business Process?
Initiate Hire
Propose Com
p
Review
Hire
Edit IDs
Assign Pay Group
Roles ManagementPartner
ManagementPartner
HR Partner On-boarding Partner
Payroll Partner
Steps
Hire Employee Example Business Process**Important note: This example is for demonstration purpose and does not indicate the steps for Cornell at go-live.
HR Business Process roles can be assigned to different people across different organizations
Orgs
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If…then Step Role Optional Complete
a Request Compensation Change - Initiation
Management Partner
No
b Share Costing (Labor) Distribution
Finance Partner NO
c Review/Approve Request Compensation Change
HR PartnerCompensaton Partner
No Yes if step d not necessary.
d Base Pay Proposed >= 245000?
Approve Request Compensation Change
Executive Comp Partner
No Yes
Compensation BP
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Tie Back to Business Processes (ex. Comp Change)
Initiate Event
Share Costing (Labor)
Data
Review/Approve
Event
Roles Mgt Partner
Lyman Flahive
Finance Partner
Lyman Flahive
HR Partner
Cyndi Morris
Steps
Request Compensation Change Business Process
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Tie Back to Business Processes (ex. Comp Change)
Initiate Event
Share Costing (Labor)
Data
Review/Approve
Event
Roles Mgt Partner
Cyndi Morris
Finance Partner
Cyndi Morris
HR Partner
Cyndi Morris
Steps
Request Compensation Change Business Process
REIMAGINING OUR WORKDAY
Tie Back to Business Processes (ex. Comp Change)
Initiate Event
Share Costing (Labor)
Data
Review/Approve
Event
Roles Mgt Partner
Cyndi Morris
Finance Partner
Cyndi Morris
HR Partner
Cyndi MorrisHayley Harris
Steps
Request Compensation Change Business Process
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Definitions of Workday Roles
Major roles: Management Partner, HR Partner, Hire Initiator, Student Employment Roles
More limited roles: Compensation Finance Partner, Time-Away Partner, Academic Roles
Lookup Roles: HR and Finance Lookup
Functional Roles: Benefits Partner, Compensation Partner, Absence Partner
Security Roles: Security Partner, Org Owner
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Role Assignments at Go-Live
Phased Approach: Major roles assigned within HR until the system has stabilized, then unit-specific plans to distribute roles more broadly
Roles a manager might have: Employee (Default), Manager (Default), Compensation Finance Partner, Finance Lookup NOTE: All employees and managers will have access to
required data via their default roles, regardless of whether they are assigned another specific role.
Role-specific training will be provided starting in November
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Finance Lookup Role
Finance Lookup role currently under development
We need your help!
Review proposed definition and provide your feedback
Once role is developed, assist in testing