Staffing Learning Hub

This job aid outlines the process for an HR Contact and HR Partner to initiate the process to add an additional job for an Employee in Workday.

This job aid outlines the process for a Manager or HR Partner to request a Flexible Work Arrangement on behalf of a Worker. The request can be submitted for working at an Alternate Work Location or using a Flexible Work Schedule. It can also be used to document a workplace accommodation when submitted by an HR Partner.

This job aid describes how to Add Retiree Status to an Employee after the Termination business process has been initiated and how to initiate a Change Benefits Event when the termination reason is Retirement.

This job aid outlines the process for the Benefits Partner, HR Contact, HR Partner, or System Benefits Support to change an Employee’s contact information in Workday.

This job aid outlines the activities for an HR Partner and HR Contact to complete a Change Job business process and the related transactions. Related transactions may include, promotions, transfers, reclassifications, changes in hours or work periods, and changing location.

This job aid outlines the activities necessary to set up the appropriate custom ID and initiate the Change Job business process for a Graduate Fellow who has been hired into a non-benefits eligible position.

This job aid outlines the process for an Employee to update their Business Title.

This job aid outlines the process for an Employee to change their contact information in Workday.

This job aid outlines the process for an Employee to add or edit their legal name in Workday.

This job aid describes the business process for an Employee to display the pronunciation of their name in Workday.

This job aid describes the task for an Employee to assign the Work Space (physical facility and office) where the job duties are performed.

This job aid outlines the process for an HR Partner, HR Contact, or Manager to assign or change the Company and TAMUS System Member Part during staffing events or as a standalone process if the defaulted information is incorrect.

This job aid outlines the process for an HR Partner or Manager to change their Employee’s or Contingent Worker’s photo in Workday.

This job aid describes the task for Managers, HR Contacts or HR Partners to assign the Work Space (physical facility and office) where a Worker primarily performs job duties.

This job aid outlines the process for an Employee or Contingent Worker to change their photo in Workday.

This job aid outlines the process for an HR Partner, HR Contact, Manager or Department Head to close a position that is no longer needed, can be eliminated due to reorganization, or for which funding has ended. There is also the option to close a position after a termination, the end of an additional job, or when an Employee transfers to a new position.

This job aid outlines the process for an I-9 Partner to complete an Employee’s Form I-9 Section 3.

This job aid described the process for an HR Partner, HR Contact, a Manager or someone in the Management Chain to formalize the relationship between a Contingent Worker and The Texas A&M University System.

This job aid details the process for an HR Partner to convert a Contingent Worker to an Employee in a paid position.

This job aid outlines the tasks for a HR Partner, HR Contact, and Manager to create a position.

This job aid outlines the process to edit Additional Data which are a variety of Custom Objects in Workday.  Custom Objects are either effective-dated or non-effective dated and are specific to an Employee.

This job aid outlines the process for various security roles edit an Employee’s other IDs. Other IDs act as custom identification data for business purposes in Workday.

This job aid outlines the process for an Employee to edit their own payment elections outside of the onboarding process.

This job aid outlines the process for an HR Partner to make changes to job details of a filled position.

This job aid outlines the process for an HR Contact, HR Partner or Manager to make changes to the Hiring Restrictions and Qualifications of a position using the Edit Position Restrictions business process.

This job aid outlines the process for an Absence Partner, HR Contact or HR Partner to edit an Employee’s service dates only when there is supporting documentation due to potential impact to Employee benefits eligibility.

This job aid outlines the process to edit a Worker’s System ID (UIN) in Workday during Hire or Contract Contingent Worker.

This job aid outlines the activities for an Employee to edit Additional Data on their Worker Profile. Other security roles can also initiate the Edit Worker Additional Data Event on behalf of the Employee.

This job aid outlines the process for a HR Contact, HR Partner, Manager or Management Chain to end an additional job assigned to an Employee.

This job aid outlines the process for an HR Partner, HR Contact, Manager or someone in the Management Chain to end the relationship between a Contingent Worker and a Member.

This job aid outlines the process for an Employee to request to end a previously approved Flexible Work Arrangement.

This job aid outlines the process for a Manager or a HR Partner to request to end a previously approved Flexible Work Arrangement for a Worker.

This job aid outlines the process for an Export Control Partner to document in Workday an Export Control Review using the Edit Additional Data business process.

This job aid outlines the primary activities for various security roles during the Hire business process.

This job aid outlines the activities for an HR Partner, HR Contact, or a Manager to move a current Employee who is pending termination into a temporary position created solely for the purpose of training their replacement.

This job aid outlines the process for employees, retirees and contingent workers to manage personal information in Workday such as Gender, Date of Birth, Race/Ethnicity, Citizenship Status, and Nationality.

This job aid outlines the the process for an Employee to verify their U.S. Social Security Number (SSN) and edit Government IDs in Workday. Government IDs include National IDs,  U.S. Social Security Numbers or Qatar ID Card numbers, and additional Government IDs such as Resident Citizen of the United States ID cards (I-179) and Driver’s License.

This job aid outlines the process for an Organization Partner to manage Supervisory Organizations. This includes creating new supervisory organizations, assigning superior, and dividing supervisory organizations.

This job aid outlines the activities for an HR Partner to mark a duplicate Pre-Hire record for deletion. Marking a Pre-Hire record for deletion will prevent the record from being selected during the Hire business process.

This job aid outlines the activities for an HR Contact, HR Partner and Organization Partner to move an Employee to a Manager who was not previously a Manager. A new Supervisory Organization will be automatically created because one does not already exist for this new Manager. This business process will create the new Supervisory Organization and move the Employee to be a member of the Supervisory Organization at the same time.

This job aid outlines the process for an HR Partner or HR Contact to move positions and Workers from one Supervisory Organization to another without a change in their position details.

The purpose of this job aid is to provide a new Employee with guidance on how to complete the onboarding process in Workday. However, the experience shown here is only a sample of what an Employee might typically encounter. Onboarding is a process that varies depending on the position and characteristics of the worker hired. Not every Employee will see everything shown in this job aid.

If you have questions on any part of this process, refer to the Additional Resources tab for instructions on how to reach out to your Human Resources department.

This job aid outlines the process for an Employee to manage payment elections during the onboarding process.

This job aid outlines the activities for an HR Partner and HR Contact to rescind the Hire event for an Employee who does not arrive as expected or who completed the Hire process but will no longer fill the position.

This job aid describes the steps for a Compensation Partner, HR Partner, HR Contact or Manager to request ad hoc compensation changes for an Employee.

This job aid outlines the Request Delegation Change process used by HR Partners to view and modify a worker’s delegation settings, including the ability to view current and past delegations for the worker.

This job aid outlines the process for an Employee to request a Flexible Work Arrangement. The request can be submitted for working at an Alternate Work Location or using a Flexible Work Schedule.

This job aid outlines the process for an Absence Partner, Budget Contact, Compensation Partner, HR Partner, HR Contact, or a Manager to request a one-time payment for an Employee. One-time payments can be used to issue ad hoc payments to an Employee for additional work, awards programs, reimbursements, or lump sum vacation payouts.

This job aid outlines the process for a for an HR Partner, HR Contact, or Benefit Partner to correct the Hire Date.

This job aid outlines the activities for an HR Contact or HR Partner to initiate and complete the Start Change Job business process. The templates used during initiation for this business process are simplified based on the reason for the change. Only fields specific to the reason will be displayed and available for editing.

This job aid describes the process for an Employee to submit their voluntary resignation in Workday.

This job aid outlines the process for an HR Contact, HR Partner, Manager, or someone in the Management Chain to switch an Employee’s additional job to be their primary job.

This job aid describes the process for HR Contacts, HR Partners, or Managers to end employment of an Employee’s Primary Job when the termination is involuntary. Additional information is included for when the primary reason for termination is death.

This job aid describes the process for HR Contacts, HR Partners or Managers to end employment of an Employee’s Primary Job when the termination reason is voluntary.

This job aid outlines the process for an Employee to change their passport and visa information in Workday.

This job aid outlines the process for an Employee, Manager, and other Workday security roles to view an Employee’s Position Restrictions. Position Restrictions comprise the job summary, job description, responsibilities and required qualifications of a specific position.