General Announcements
- Website Update — Workday Services will launch its newly updated website it.tamus.edu/workdayservices on Monday January 16
- Staffing Updates for IT Shared Services:
- Business Analyst I – Staffing (Workday Services), offer made to candidate
- Business Analyst I – Time/Absence (Workday Services), interviewing
- Manager, IT Contracts (Operations), interviewing
Workday Functional Areas
Benefits
- Extended Plan Details for Dental Plans — Additional information on dental plans is now available to employees during enrollment events
- Updated Report: Dependent Life Exceeds Limit — Now includes employee and retiree email addresses
Payroll
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- New Security Role for Budget Contact — Budget Contact has been added as an initiator to Assign Costing Allocations
- Update Routing for To Do in Request Compensation Change – The Assign Costing Allocation step in the Request Compensation Change business process will now route to Budget Contact or initiator based on member selection
- Updated Report: Federal Tax Election for Non-Residents — Now allows users to filter on Company
- New Task: Add Workers US Tax Election for Expiring Exempt
- This provides the payroll partners ability to identify which employees have an expiring tax election and then reset their tax election to a default value. This task can be run at a company level
- This will also be discussed in the Payroll Working Group meeting on 1/26/2023
- Demo
Payroll – Operations
- The 2023 IRS tables were updated by Workday 12/23/2022
- Calendar Year End Processing 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
- New! Employees by State — Find Employees with incorrect state of UM. Work with your member HR office to correct
- Payroll Deadlines (TOMORROW)
- 1/11/2023 by 9AM: Cutoff Date for all late adjustments to W-2’s and must have a pay date of 12/31/22
- 1/11/2023 after 9AM: All Adjustments will be processed on W-2C’s and must have a pay date of 12/31/22
- Happening Now
- Announcement on Home Page and Email Notification for those Employees receiving paper copies of their tax documents
- SSN Quarterly Verification available for Review in File Depot for January
- Creation of W-2 Data in Sandbox and Test Forms to File Depot
- Create W-2 Forms per Member and Print Files
- Publish Tax Documents
- Coming Up: Tasks for System Members
- Member Accuwage Testing
- W-2 PDF’s Files Uploaded to Tax Reporting Folder in File Depot for Member Testing
- Please email Anna McCoy when you are ready for us to create your W-2 and/or 1042-S file. For those of you with employees working in states with SIT, please list the states you need W-2 files created for when requesting your W-2 file
Staffing
- Member Routing for Assign Roles Step in Change Job BP — The Assign Roles step in the Change Job business process will now route to HR Partner or HR Contact based on member selection
- Member Routing for Assign Costing Allocation Step in Staffing BPs — The Assign Costing Allocation step(s) in the Hire, Change Job, Add Additional Job, Termination, End Additional Job, Create Position, and Edit Position Restrictions business processes will now route to Budget Contact, Initiator, HR Partner, or HR Contact based on member selection
- Update Address To Do Step in Contact Change Information BP — The To Do: Update Address with TRS to Employees or Retirees in Change My Contact Information now routes when the home address is changed for only TRS eligible participants
- New EIB: Inactivate Organization — The mass upload EIB process is now available for inactivating supervisory organizations
- Edit Validation to Include Permission to Security Groups for Pre-Employee — System Benefit Support and Benefits Partners can now add the Temporary Fidelity ID for pre-employees
Training
New Materials
- Model My Pay coming in February — video (in development)
Updated Materials
- Materials have been updated to reflect added security role Budget Contact now involved in several staffing, compensation and payroll business processes
- Hire, Change Job, Add Additional Job, End Additional Job, Create Position, Termination, Request Compensation Change, Assign Costing Allocations
Upcoming Webinar
- January 25: Costing Allocations in Workday
New Website Demo
Next Meeting
February 14 at 1:30pm