Hire

Locate the Position (Initiator)

1. Navigate to the Manager’s Supervisory Organization to find the open position.
2. Select the Staffing tab.
3. Select the Related Actions icon for the position and select Hire > Hire Employee.

Locate/Create Pre-Hire Record (Initiator)

A Pre-Hire record is required to hire an Employee in Workday. First, you will search Workday for an existing Pre-Hire record. If none exists, you will create a Pre-Hire record for the Employee.

Important: If not hiring through Workday Recruiting, always remember to conduct a Global Search using the Workday Search Bar to ensure the individual does not already have a Pre-Hire, Employee or Contingent Worker record.

1. Enter First Name, Last Name and select Search.
2. After selecting the Search button, the details will automatically display. If you locate the correct Pre-Hire record, mark the checkbox for the appropriate record and be sure to document the Employee ID.Important: You will need to provide the Employee ID to the UIN Partner later within the Hire Details.
3. Now select Start Hire. Then move to the Hire Details of this job aid to continue.

Hire Details (Initiator)

1. Enter the effective Hire Date and the Reason for the hire.
2. Under Job Details, verify the information is accurate. The Employee Type, Job Profile, Time Type, Location and Pay Rate Type fields are automatically populated from the selected position and are required.
3. Select the drop down option for Additional Information section and enter Scheduled Weekly Hours, Annual Work Period, Disbursement Plan Period, and Additional Job Classifications. This last field is used to override or add job classifications on the position if needed. Be advised: You should not adjust the Default Weekly Hours. The Annual Work Period and Disbursement Plan Period must be the same.

Important: For positions that require risk training, be sure to select the Additional Job Classifications: Exposure Risk Training if the job classification is not already assigned at the Job Profile level.

4. If  you were able to locate an existing Pre-Hire record, Workday Services recommends to enter the UIN (Employee ID) in the comments section as a best practice to help the UIN Partner later in the process.
5. Select Submit.

Approvals will be routed to the Hiring Manager, HR Partner and others depending on member routing configuration.

Navigate to the Up Next tab for the next steps in the process.

Propose Compensation Hire (HR Partner or HR Contact)

Depending on your member preferences, either the HR Partner or HR Contact will receive the Inbox action item to Propose Compensation Hire. Fields will default from the Position Restrictions, if they exist for this Position.

To Do: Confirm New or Rehire Worker Record (UIN Partner)

This To Do directs the UIN Partner to confirm whether the individual currently undergoing the Hire process does or does not already exist in Workday. If an existing individual was duplicated by creating a new Pre-Hire record, the Hire process needs to be canceled immediately, and the To Do should not be submitted.

The employing Supervisory Organization should use TAMUS UIN Manager / UIN Search from SSO to search for possible matches to the individual. If a match is located, document the UIN. Only if no possible matches are found should you proceed with creating a new UIN. Remember to follow your System Member guidelines for using UIN Manager / UIN Search.

By submitting this To Do, the UIN Partner completes the Hire process. It is important to clarify any doubts prior to hitting submit. Conducting a Global Search in Workday using the UIN can help to confirm.

1. Open the To Do: Confirm New or Rehire Worker Record.
2. Follow the instructions of this To Do carefully.
3. Select Submit.

Important: If the rehire was hired as a new hire, and the person is shown to exist in Workday, do not submit this To Do. Stop and cancel the Hire process.

To Do: Get the UIN and edit the Employee ID (UIN Partner)

You should have already used the Global Search functionality in Workday and the UIN Search application to look for any possible record that may exist for the individual to be hired to avoid creating duplicate records. The UIN should have already been retrieved or a new one created using UIN manager in the previous To Do. It is now time to enter the UIN into the Worker Profile as their Employee ID.

Important: The To Do should NOT be submitted until the Edit System ID task has been completed as described below.

1. Open the To Do: Get the UIN and edit the Employee ID.
2. Follow the instructions of this To Do carefully.
3. Navigate to the Employee’s Worker History and select Edit System ID.
4. In the Employee ID field, replace the Workday generated Employee ID with the UIN provided by UIN manager. Note: If you find that the Worker already has a UIN in the Employee ID field, no action is needed. This individual is a rehire.
5. Select OK and continue.

ERROR: This ID already exists! If you receive this error, stop. Do not hit submit on the To Do. You need to contact your HR office immediately to have the Hire business process rescinded. This error means it is a duplicate Pre-Hire record for this individual in Workday and must be fixed.

6. Return to the To Do in your inbox, enter the UIN in the comments box and select Submit.

Assign Costing Allocation (Budget Contact )

1. Navigate to your inbox and select the Costing Allocation for Hire action item.
2. On the Assign Costing Allocation for Hire page, select Worker and Position for Costing Allocation Level.

When completing Assign Costing Allocation as a sub process of Hire, you should only select Worker and Position. If you select Worker, Position, and Earning, the costing allocation will only affect a specific earning type such as cell phone, housing or car allowance. It will not be assigned to the Worker or position. Costing allocations for the Worker may differ than those originally set for the position when it was created.

4. Select Add to begin. IMPORTANT: You are now assigning costing allocations to the Worker as opposed to the position itself. Costing allocations assigned to the position may differ from what was decided later to assign to the Worker upon hire.

Alternatively, you can check the box for Copy Position Restriction Costing Allocations to use the same information as what is assigned to the Position Restrictions. You can also use this method to populate information and then edit for greater efficiency.

5. The Assign Costing Allocation options will display. Select the Add Row icon to begin.
6. Complete the following:
   • Start Date. This date indicates the first date that the salary / wages will be charged to the designated cost center. When completing the Hire business process it is recommended to set this as the Hire date.
   • End Date (optional). This date indicates the last date that the salary/wages will be charged to the designated cost center. If you are only using one cost set for an undetermined amount of time, an end date may not be necessary.
   • Distribution Percent. This will default to 100%.
   • Worktags. Select the Prompt icon to select the TAMUS cost center from which this position will be paid. One or more cost centers may be needed. Projects are searchable from this field, but should not be selected.

Important: You cannot leave this field blank. You will not be allowed to continue.

7. Select the Add Row icon and select additional cost centers as needed. Note: You will need to indicate the percentage for each cost center.

8. In the event you have multiple cost sets (set of cost centers) you will follow the same steps but will need to add appropriate start and end dates for each cost set.
9. Select Submit.

Other Onboarding Procedures (HR Contact or HR Partner)

• If Employee is not a rehire, the I-9 Processor will receive the To Do: Complete Form I-9 in Guardian. If the Employee is a rehire, the I-9 Partner will receive the To Do: Complete Form I-9 Section 3 of the Rehire. Refer to the Form I-9 Processing Quick Reference Guide on Workday Help for more details.
• The Employee will receive a To Do: Begin the Onboarding Process.
• The hiring Manager and HR Contact will receive a notification for when the Employee can begin work when the Hire business process is complete.

This completes the Hire Employee business process.

Assign Pay Group (Payroll Partner)

The Payroll Partner for the Supervisory Organization where the additional job is located will receive an Inbox action item to Assign Pay Group.

Record Background Check, Selective Service, Mail Stop and Verify Education

The HR Contact or HR Partner receives the To Do: Record Background Check, Selective Service, Mail Stop, and Verify Education. There are four tasks that need to be reviewed to move the business process forward. The following task need to be completed:

• Task 1- Background Check
• Task 2- Selective Service
• Task 3- Mail Stop
• Task 4- Education Verification

1. Navigate to your inbox and select the To Do: Record Background Check, Selective Service, Mail Stop, and Verify Education.
2. Read the directions and complete tasks in the To Do as instructed.
3. Return to the To Do and select Submit the business process forward.