Human Capital Management (HCM) Core

Materials on the core business processes related to staffing, academics, student employment, security, and reporting that create the foundation for Human Capital Management in Workday.

Updates

April 27, 2020 – Process Changes in Workday to Support New Hiring Policy 

Training Materials – HCM Core

TITLE/LINK FILE TYPE
HCM Key Terms - Workday Process Overview Word Doc
Workday Resource Guide – Workday Process Overview Word Doc
View, Cancel, or Rescind a Business Process Event – Workday Instructional Guide Word Doc
Basic Reporting Features play arrow
Delegate Task – Workday Instructional Guide Word Doc
Revise Delegated Task – Workday Instructional Guide Word Doc
Run a Report  play arrow
Edit Account Preferences – Workday Instructional Guide Word Doc
Workers - Workday Process Overview Word Doc
Contingent Workers - Workday Process Overview Word Doc
Contingent Worker Life Cycle Flow
Nonemployee - Workday Process Overview  Word Doc
Understanding Your Payslip- Workday Process Overview Word Doc

Training Materials – HR Staffing

TITLE/LINK FILE TYPE
Staffing Overview By Population – Workday Process Overview Word Doc
Workday Staffing Models play arrow
Workday Supervisory Organizations play arrow
Workday Security Roles play arrow
Supervisory Organization Staffing Models Word Doc
Employee Type and Primary Job Determination for Multiple Jobs in Workday Word Doc
Worker Type and Employee Type – Workday Process Overview Word Doc
Help Text and Guided Editor play arrow
Basic Reporting Features play arrow
Edit Position Restrictions – Workday Instructional Guide Word Doc
View Competencies - Workday Instruction Guide Word Doc
Reclassification - Workday Instructional Guide Word Doc
Add Permanent Additional Duties - Workday Instructional Guide Word Doc
Change Job Matrix Word Doc
Job Change - Change Location - Workday Instructional Guide Word Doc
Create Position – Workday Instructional Guide Word Doc
Run Background Check – Workday Instructional Guide Word Doc
Close Position – Workday Instructional Guide Word Doc
Hire Staff – Workday Instructional Guide Word Doc
Hire JM Supervisory Organization - Workday Instructional Guide Word Doc
Add an EID for Worker – Workday Instructional Guide Word Doc
Edit Personal Data for Worker – Workday Instructional Guide Word Doc
Add Probation Period – Workday Instructional Guide Word Doc
Add Additional Job for Staff – Workday Instructional Guide Word Doc
Switch Primary Job for Staff – Workday Instructional Guide Word Doc
Change Job for Staff and Contingent Workers - Transfer, Promote, or Change Job – Workday Instructional Guide Word Doc

Manage Business Processes for Worker - Workday Process Overview

Word Doc
Change Organization Assignments – Workday Instructional Guide Word Doc
Manage Funded by Organization Assignments Guidance - *NEW 3/16/20 Word Doc
Convert Contingent Worker to Employee – Workday Instructional Guide Word Doc
Change Job – Extend Contingent Worker Contract – Workday Instructional Guide Word Doc
Change Job - Request Transfer - Workday Instructional Guide Word Doc
Terminology for Compensation - Workday Process Overview Word Doc
Primary Job - Workday Process Overview Word Doc
Propose Compensation - Workday Process Overview Word Doc
Propose Compensation Hire – Workday Instructional Guide Word Doc
Propose Compensation Change – Workday Instructional Guide Word Doc
Request Compensation Change -  Workday Instructional Guide Word Doc
Request One-Time Payment – Workday Instructional Guide Word Doc
End Additional Job for Staff – Workday Instructional Guide Word Doc
Contract Contingent Worker - Workday Instructional Guide Word Doc
End Contingent Worker Contract – Workday Instructional Guide Word Doc
Termination for Staff – Workday Instructional Guide Word Doc
End Dates in Workday - Workday Instructional Guide Word Doc
Interim / Acting Assignments for Staff - Workday Process Overview Word Doc

Approver Training

TITLE/LINK FILE TYPE
Workday Approver Review Presenation
Workday Approval Overview - Business Process Reason Word Doc
Workday Approval Overview - Approval Checklist Word Doc
Workday Approver Training play arrow

Supplementary Materials – HCM Core

TITLE/LINK FILE TYPE
Summary of Staff HR Changes Word Doc
Workday Job Catalog (Includes Job Family group, Job Family, and Job Profile) Word Doc
Staff Business Process Workflows for Business Leaders: Staff Hire Flow Word Doc
Staff Business Process Workflows for Business Leaders: Staff Change Job Word Doc
Staff Business Process Workflows for Business Leaders: Staff Add Additional Job Word Doc
Staff Business Process Workflows for Business Leaders: Reclassification (Staff) Word Doc
Staff Business Process Workflows for Business Leaders: Staff Termination (Seperation) Word Doc
Additional Employment Definitions
Sporadic Employment Overview for Staff Word Doc
Staff Additional Job Acknowledgement Form Word Doc
Super Approver: Super Approvers PowerPoint 
Super Approver: CSU Roles Data At a Glance  Word Doc
Super Approver: Create Job Requisition (no routing)
Super Approver: Hire Business Process Approval  Word Doc
Super Approver: Enter Time Business Process Approval Word Doc
Super Approver: Job Change Business Process Approval  Word Doc
Super Approver: Delegation Strategy for HCM /Payroll Workday Implementation Word Doc