Monthly Users Meeting – December 12, 2023

General Announcements

Thank you for attending Journey 2023! Videos and PowerPoints are available within Accelevents for a couple more days!
Feedback needed. Be on the lookout for an email with a survey on the Monthly User Group meeting!

The report Time Off Balance for Terminated Employees includes prompts for Before/After Termination Date

Managers will no longer receive inbox items and email notifications for the Screen step in the Recruiting business process based on member selection
The To Do: Manage Interview Settings in Job Requisition and Job Requisition Change business processes triggers based on member selection
Candidates selecting Other as the Recruiting Source will be prompted for additional information based on member selection

Succession Plan, Succession Pool, Talent Pool, and Talent Review functionality has been enabled

Enrollment Event Remarks are enabled for Benefits Partners and System Benefits Support
Medicare eligible Retirees are no longer able to enroll in the A&M Care Plan

Budget Partner and Payroll View Only roles are able view Request One-Time Payment details
The Compensation Spreadsheet report has a new field: Below FLSA Threshold

The IRS Annual Contribution Limit for Medical Spending Accounts has increased to $3,200 for 2024

State Verifications for W2’s — Due by 1/4/2024 and is Optional; this is for your convenience. Any changes that are needed after the W2 Data is created in Workday will have to be manually edited on the W2’s.
SSN Quarterly Verification — Quarterly verification for SSN’s are available in File Depot for the November 30th file. We will complete the process again after the new year in preparation for tax processing
SECC Deductions for 2024 have been loaded into Workday Production
W-2 Year End Processing
- Sandbox testing will begin 1^st week in January
- Important Payroll Dates/Deadlines
  - 12/19 – Last Biweekly Payroll Settlement for 2023
  - 12/20 – Last Monthly Payroll Settlement for 2023
  - 1/3 – Supplemental Payroll Settlement
  - 1/09 – Cutoff Date for 2023 W-2 Adjustments/Corrections (Settlement is 1/10 @ 9AM)
  - 1/10 – Date All Adjustments/Corrections will require a W2C
- End of Year Checklist – Workday Help
- End of Year Webinar – Workday Help
- Helpful Reports
  - Percent Based Calendar Year Deductions
  - Company W-2 Audit
  - W-2 Preview
  - Audit – Negative Wages or Tax (by Worker)
  - View W-2 Errors
  - Employees by State
  - Employee W-2 Print Election

Absence Partners will receive the To Do: Move Time Off Balance when a Faculty changes to/from a 12 month Annual Work Period
Absence Partners receive either one or two To Dos for Time Off Payout and Sick Pool Donation tasks in the Termination business process based on member selection
Pre-Employees have access to Workday 60 days prior to Hire Date
The Exit Survey has been updated to be in compliance with Senate Bill 17
HR Partners will receive an alert 30 days before an Employee’s Flexible Work Arrangement expires based on member selection
When a Non-Immigrant is rehired, HR Partner or HR Contact will now receive the Update Glacier step for Personal Information changes that are part of the Onboarding business process
Payroll Partner will receive the Assign Pay Group step in the Edit Position business process when Pay Rate Type is changed
Nationality and Citizenship Status will not be required for Personal Information Changes for NEBOs
The Eligible for Rehire value will default to No for Involuntary Terminations with the reason of Death
The View Open Positions report has been updated to rename the column “Pre-Hires Considered for Position Count” to “Position Incumbent Count”

January 9th at 1:30 pm