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Workday for Managers

Workday Guides
For Managers

Staff Schedules

Employees approve their time worked every Monday by Noon Eastern
Managers approve team time every Tuesday by Noon Eastern

Managers approve employee PTO requests submitted in Workday.

  • Transfer, promote, change job
  • Change physical work location
  • View open positions
  • Terminate employee
  • Change Contingent Worker details
  • Convert contingent worker to employee

  • View Compensation
  • Assign new allowances (i.e. phone, travel stipends)
  • Request a one-time payment
  • Base-pay change
  • Request a bonus

  • Shows you all the 'who-does-what' to recruit a new employee.
  • If you're a manager, and you kick off a recruiting event, be sure to select your local HR person as the 'primary recruiter'.  Instructions on page 11.
Onboarding Job Aid
understand the Manager and new Employee role when they are onboarded to RHA.
Welcome to Workday RHA Managers!

As RHA launches Workday, please understand our end-in-mind is to give you both the capability and responsibility to take specific actions that managers need to take with your employees.

Examples include:  Initiating a job requisition, onboarding a new employee, writing staff schedules, approving staff time worked, initiate promotions/ transfers/ terminations, approve mileage, and approve PTO requests.

Unlike the past, now YOU will have the capability and responsibility to do these things directly, all in one place.

Scroll down to learn more about the following topics
  • Log into Workday (link coming before 9/24)
  • A Paradigm Shift toward Manager Self-Service
  • Manager activities to complete before 10/8
  • Helping employees login and review personal and pay information by 10/6/17
  • The importance of your Workday inbox
  • Sample employee information/actions in Workday
  • Manager role in Recruiting & Onboarding
  • Staff schedules to be in Workday before 10/8/17 - How to modify
  • Approving time worked/entering time blocks
  • Approving absence requests, mostly PTO
Workday Training Materials for Managers



Log into Workday

Click here to login to Workday (link coming when we launch Workday)




A Paradigm Shift

Our switch to Workday is going to require a bit of a paradigm shift for all of us.  The biggest change is that a lot of the paper processes of the past will now be done in one system.


First Cycle Activities for Managers

It is very important to ensure all information in Workday is accurate.  To ensure the information about your team is accurate, please do the following by 10/6/2017.
  1. Verify your team by clicking the 'My Team' icon in Workday.  If incorrect, work with your Workday Ambassador to correct in Workday.
  2. Assign each hourly employee a work schedule template and actual schedule for the 10/8-10/21 pay period.  If specific days/times aren't on template list, work with your Workday Ambassador to have a configuration change requested


Help Employees Login & Review Personal and Pay Information by 10/6/17
  • Please be a support to your employees and your local Workday Ambassador by helping your employees.
  • Specifically, employees need to review and possibly update their Personal Information and Pay information in Workday.  This includes you doing this yourself!
  • See the Workday Training for Employees page for more information.


The Importance of Your Workday Inbox


In Workday, you can view information and initiate action.

The key to Workday is the business process, or 'workflow'.  When a business process has been kicked off, and you have an action to take, you will receive and alert and be able to take action directly in your Workday Inbox.

Your Workday Inbox IS NOT an email account.  It's a place where your 'to do' items in Workday reside.

Examples of when you will receive a Workday Inbox 'to do' item:
  • When it's time to interview a potential candidate
  • Make an interview decision or a verbal offer to a job candidate
  • Kick off onboarding a new hire.
  • Your employee has submitted a weekly time sheet, which needs your approval.
  • Your employee has submitted an Absence (PTO) request, which needs your approval.
Note:
Trust the Workday system!  If you get a 'to do' in your Workday Inbox, complete that item ASAP, or you may slow down an important business process.


Sample Employee Information/Actions in Workday

As a manager, you can see certain information and take action on that employee.  Examples include:
  • Kick off recruiting an open position 
  • Quickly onboard new hires 
  • Create staff schedules 
  • Approve time sheets 
  • PTO request management
  • Promote, transfer, or terminate an employee 
  • Approve mileage reimbursement 
  • And much more!



Manager Role in Recruiting & Onboarding

As a manager, you have an important role in selecting a potential new hire.  This includes:
  • You can kick off a job requisition.  If you're not doing all the 'recruiting' functions, be sure to identify your HR Coordinator as the 'Primary Recruiter'.
  • Participating in the screening/interviewing process
  • Make a verbal offer to a candidate
  • Once the candidate has accepted their offer and is now an employee, you will be asked to send a personalized welcome message, share 'people to meet' and 'helpful contacts', so your new employee can hit the ground running.
  • View the 50-page Recruiting Job Aid to understand a Manager's role in Recruiting
  • View the 39-page Onboarding Job Aid to understand a Manager's role in Onboarding a new hire.


Staff Schedules to be in Workday Before 10/8/17

Employees should be able to see their work schedule in Workday. To make this happen, you as a manager have an important job to do.
Note:
Although there isn't a 'location' field in the employee schedule, you can change the 'display name' and enter the work location where your employee should report.


Approving Time Worked

In Workday, managers both assign a work schedule, then approve time worked.
  • View the 3-page Quick Guide on Team Time
  • This guide will help you understand the step-by-step process on approving your employee's time worked, so they can be paid for time worked.
Note:
Salaried employees will not submit time in Workday, and you do not need to approve any salaried employee's time in Workday



Approving Your Employee's Absence Requests (Mostly PTO)

In Workday, employees can submit PTO and other absence requests directly to their manager.
  • This is helpful to you, as you now have one place to receive and approve these requests.
  • Workday also lets you see if other employees were previously approved for time off on a given day, so you can ensure you're properly staffed.
  • View the 3-page Quick Guide on Approving Team Absence
Note:
Managers need to approve Absence/PTO requests in Workday, or the employee will not be paid for their PTO on their paycheck.






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Bob Turner,
Sep 29, 2017, 9:01 AM
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Bob Turner,
Sep 12, 2017, 8:34 AM
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Bob Turner,
Sep 12, 2017, 8:34 AM
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Bob Turner,
Sep 12, 2017, 8:35 AM
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Bob Turner,
Sep 12, 2017, 8:35 AM
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Bob Turner,
Sep 12, 2017, 8:35 AM
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Bob Turner,
Sep 12, 2017, 10:13 AM
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Bob Turner,
Sep 12, 2017, 10:13 AM
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Bob Turner,
Sep 12, 2017, 8:35 AM
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Bob Turner,
Aug 29, 2017, 1:54 PM
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