Staffing

This guide presents instructional materials pertaining to Staffing. These topics cover hiring, termination, promotions, and more. Materials are presented in one of these formats:

Reference Guides contain useful information and data on a topic.
Webinars are recordings of live seminar sessions presented by Workday Services.
Video Help are succinct step-by-step videos that provide instructions for a specific process.
Online Courses are self-paced, Security Role based trainings that provide insight and instructions for a specific process.

Training Materials

Title	Type	Targeted Audience
Workday Staffing Part 1 This course is designed to give you an overview of Staffing, associated business processes, and to provide context for their functions.	Online Course	HR Contact, HR Partner
Workday Staffing Part 2 This course is designed to give you an overview of Staffing, associated business processes, and to provide context for their functions.	Online Course	HR Contact, HR Partner
Keeping Organizations Organized in Workday During this webinar, an overview of the different types and purpose of organizations in Workday. We covered best practices for creating and using supervisory organizations, the manager role, inactivation, and specific actions for contingent workers. We reviewed reports to monitor your member’s organizational health, including the dreaded Supervisory Org Error Report.	Webinar	Benefits Partner, HR Contact, HR Partner, Organization Partner, Payroll Partner, Security Partner
Manage Supervisory Organizations This video demonstrates the Manage Supervisory Organizations process.	Video	HR Contact, HR Partner, Manager
Creating and Editing Positions This webinar discusses the three core business processes for your staffing needs: Create Position, Edit Position Restrictions, and Edit Position. It goes over the steps, impacts based on unfilled and filled positions, and best practices for worker types.	Webinar	HR Contact, HR Partner
Edit Position Restrictions This video demonstrates the Edit Position Restrictions process.	Video	HR Contact, HR Partner
Workday Hiring Series – Part 1: Preparing for the Hire This course overviews the first part of the process of preparing for hiring an employee in Workday.	Online Course	HR Partner, Recruiting Partner
Workday Hiring Series – Part 2: Hiring Employees This course overviews the Hire business process from beginning to end.	Online Course	Recruiting Partner, HR Partner
Workday Hiring Series – Part 3: Onboarding This course overviews the Onboarding process of the Hire business process.	Online Course	Recruiting Partner, HR Partner
Workday Hiring Series – Part 4: Report No Shows This course overviews the process of preparing for hiring an employee in Workday. Topics include Report No Show; Correct Worker Start Date; Cancel, Correct & Rescind; Termination.	Online Course	Recruiting Partner, HR Partner
Background Checks – Updated Workday Functionality Overviews the additional Background Check functionality that allows authorized security roles the flexibility to easily run and record background checks on Employees during Hire, Change Job, Add Additional Job and as a standalone process. Also reviews the current Background Check process and introduces the new Background Check Partner security role.	Webinar	HR Contact, HR Partner, Recruiting Coordinator, Recruiting Partner
Onboarding Processes by Security Role This guide focuses in detail on onboarding for Hire. Information regarding onboarding for Start Job Change and Add Additional Job is provided in the last section of this reference guide.	Reference Guide	All Security Roles
Report No Show This video demonstrates the Report No Show process.	Video	HR Contact, HR Partner
Change Job: Data Change This video demonstrates the Change Job process specific to several Data Change scenarios.	Video	HR Contact, HR Partner
Change Job: Employee Transfer This video demonstrates the Change Job process specific to a Transfer scenario.	Video	HR Contact, HR Partner
Change Job: Promotion Reclassification This video demonstrates the Change Job process specific to a Reclassification for Promotion scenario.	Video	HR Contact, HR Partner
Add Additional Job/Switch Primary Job This webinar discusses the Add Additional Job and Switch Primary Job business processes. We will review steps and best practices for adding subsequent jobs and switching which job is primary.	Webinar	Benefits Partner, HR Contact, HR Partner, Payroll Partner
Request One-Time Payment This video explains and demonstrates the Request One-Time Payment business process in Workday.	Video	Payroll Partner
Request Compensation Change This video explains and demonstrates the Request Compensation Change business process to update an Employee’s compensation in Workday.	Video	Payroll Partner
Ending Employment Reviews the Termination and End Additional Job business processes and best practices for completing these processes. Discusses actions that touch payroll such as paying out vacation balances and death benefits.	Webinar	Benefits Partner, HR Contact, HR Partner, Payroll Partner

Title

Type

Targeted Audience

Workday Staffing Part 1
This course is designed to give you an overview of Staffing, associated business processes, and to provide context for their functions.

Online Course

HR Contact, HR Partner

Workday Staffing Part 2
This course is designed to give you an overview of Staffing, associated business processes, and to provide context for their functions.

Online Course

HR Contact, HR Partner

Keeping Organizations Organized in Workday
During this webinar, an overview of the different types and purpose of organizations in Workday. We covered best practices for creating and using supervisory organizations, the manager role, inactivation, and specific actions for contingent workers. We reviewed reports to monitor your member’s organizational health, including the dreaded Supervisory Org Error Report.

Webinar

Benefits Partner, HR Contact, HR Partner, Organization Partner, Payroll Partner, Security Partner

Manage Supervisory Organizations
This video demonstrates the Manage Supervisory Organizations process.

Video

HR Contact, HR Partner, Manager

Creating and Editing Positions
This webinar discusses the three core business processes for your staffing needs: Create Position, Edit Position Restrictions, and Edit Position. It goes over the steps, impacts based on unfilled and filled positions, and best practices for worker types.

Webinar

HR Contact, HR Partner

Edit Position Restrictions
This video demonstrates the Edit Position Restrictions process.

Video

HR Contact, HR Partner

Workday Hiring Series – Part 1: Preparing for the Hire
This course overviews the first part of the process of preparing for hiring an employee in Workday.

Online Course

HR Partner, Recruiting Partner

Workday Hiring Series – Part 2: Hiring Employees
This course overviews the Hire business process from beginning to end.

Online Course

Recruiting Partner, HR Partner

Workday Hiring Series – Part 3: Onboarding
This course overviews the Onboarding process of the Hire business process.

Online Course

Recruiting Partner, HR Partner

Workday Hiring Series – Part 4: Report No Shows
This course overviews the process of preparing for hiring an employee in Workday. Topics include Report No Show; Correct Worker Start Date; Cancel, Correct & Rescind; Termination.

Online Course

Recruiting Partner, HR Partner

Background Checks – Updated Workday Functionality
Overviews the additional Background Check functionality that allows authorized security roles the flexibility to easily run and record background checks on Employees during Hire, Change Job, Add Additional Job and as a standalone process. Also reviews the current Background Check process and introduces the new Background Check Partner security role.

Webinar

HR Contact, HR Partner, Recruiting Coordinator, Recruiting Partner

Onboarding Processes by Security Role
This guide focuses in detail on onboarding for Hire. Information regarding onboarding for Start Job Change and Add Additional Job is provided in the last section of this reference guide.

Reference Guide

All Security Roles

Report No Show
This video demonstrates the Report No Show process.

Video

HR Contact, HR Partner

Change Job: Data Change
This video demonstrates the Change Job process specific to several Data Change scenarios.

Video

HR Contact, HR Partner

Change Job: Employee Transfer
This video demonstrates the Change Job process specific to a Transfer scenario.

Video

HR Contact, HR Partner

Change Job: Promotion Reclassification
This video demonstrates the Change Job process specific to a Reclassification for Promotion scenario.

Video

HR Contact, HR Partner

Add Additional Job/Switch Primary Job
This webinar discusses the Add Additional Job and Switch Primary Job business processes. We will review steps and best practices for adding subsequent jobs and switching which job is primary.

Webinar

Benefits Partner, HR Contact, HR Partner, Payroll Partner

Request One-Time Payment
This video explains and demonstrates the Request One-Time Payment business process in Workday.

Video

Payroll Partner

Request Compensation Change
This video explains and demonstrates the Request Compensation Change business process to update an Employee’s compensation in Workday.

Video

Payroll Partner

Ending Employment
Reviews the Termination and End Additional Job business processes and best practices for completing these processes. Discusses actions that touch payroll such as paying out vacation balances and death benefits.

Webinar

Benefits Partner, HR Contact, HR Partner, Payroll Partner