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©2014 Trinity Health. All Rights Reserved. 1
Updated as of November 29, 2016
Workday Training for Managers Changing a Job
Requesting a Compensation Change
©2014 Trinity Health. All Rights Reserved. 2
Updated as of November 29, 2016
Reminder…
2
• Please put your phone on mute.
• Please do not put your phone on hold.
• Phone lines will be muted, use the “raised hand”
feature if you have a question AND unmute your
phone line (#6)
• Also submit questions and comments at any
time via the CHAT function.
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 3
Updated as of November 29, 2016
Reflection
©2016 Trinity Health - Livonia, MI 3
Worry is like a rocking chair: It gives you something to do,
but doesn’t get you anywhere.
Casting the whole of your care—all your anxieties all your worries, all your
concerns, once and for all on Him; for He cares for you affectionately, and cares
about you watchfully.
1 Peter 5:7 AMP
©2014 Trinity Health. All Rights Reserved. 4
Updated as of November 29, 2016
4
Agenda
How to Change a Job—Moving a Colleague from One Job/Position
to Another
Requesting a Compensation Change (for a Colleague)
Q & A
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 5
Updated as of November 29, 2016
Purpose & Objectives
Objectives: At the end of this session, you will be able to:
• Identify the steps to complete the process of changing a
colleague’s job
• Identify the steps to complete a compensation change for a
colleague
Purpose/Goal of this session:
• Prepare you to be able to use the Workday
system
Note: For this session you will not have access to
Workday
5 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 6
Updated as of November 29, 2016
The Change Job Business Process
6 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 7
Updated as of November 29, 2016
Changing a Job for an Employee
7
When to Use
Use this process to make any of the following changes:
• Demotions (decrease in responsibility)
• Promotions
• Hours Change
• Change Location
• Interim Assignments
• Job Reclassification
• Move to Another Manager/Position
As a manager, you may initiate the Change Job process for your
team members only. After you initiate, the process will be completed
through the HR function.
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 8
Updated as of November 29, 2016
Business Process – Change Job
8
Process begins when: • Manager or HR initiates a job change (transfer, promotion or data change) for an employee
Process ends when: • Employee’s job change is successfully completed in Workday
Scenarios
Transfer Employee to a
new Manager
Promote or Demote
Employee within the same
team
Change an Employee’s
Location
Change in Job details (e.g.,
Position, Title, Job Profile,
etc.)
A view of the
Workday screens
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 9
Updated as of November 29, 2016
Business Process – Change Job
©2016 Trinity Health - Livonia, MI 9
Change Job Scenario – Employee Moves without Chair
Filled Position
Analyst
Employee transfers to
vacant Position,
Senior Analyst
Vacant Position
Senior Analyst
Vacant Position
Analyst
Scenario
• Involves an employee either moving from one Supervisory Organization to
another or from one position to another position within the same Supervisory
Organization (e.g. promotion, location change, move to another manager,
move to another position on my team)
Transfers and Promotions
Before
Transfer
After
Transfer
NOTE: Job requisition must be created first
©2014 Trinity Health. All Rights Reserved. 10
Updated as of November 29, 2016
NOTE: A job requisition will not be created
Change Job Scenario – Employee Moves with Chair
• Shift Change
• Change Job Details
• Assignment Change
• Career Ladder
Job Changes
“Food Service
Worker”
Scenario
Job
Change: increase in
work hours,
status change
“Food Service
Worker”
Business Process – Change Job
10 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 11
Updated as of November 29, 2016
Business Process – Change Job
11
Change Job
Initiate First Level Approve To Do
Current
Supervisor Yes
HR Partner, HR
Representative, Recruiter
HR Representative
License & Certification Partner
Security Partner
Proposed
Supervisor Yes
HR Partner, HR
Representative, Recruiter
HR Representative
License & Certification Partner
Security Partner
HR Partner, HR
Representative,
Recruiter
Yes Manager
HR Representative
License & Certification Partner
Security Partner
*Employee No
*Employee is notified upon completion
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 12
Updated as of November 29, 2016
A Glimpse at the Change Job Process
12
Manager
Initiate
Review
Change
Activities
Various Roles HR Partner
Initiate
Note: Refer to the Change Job job aid on the Workday help website at http://workday.trinity-
health.org
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 13
Updated as of November 29, 2016
Change Job Demonstration
13 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 14
Updated as of November 29, 2016
Change Job Tips
14
• Change Job vs. Edit Position business
processes:
• If a person goes from full time to part time, initiate the
Edit Position process (for changes to the individual
person and not the role)
• If the person is changing managers and going to part
time, initiate the Change Job process
• If there is a job reclassification, initiate the Edit
Position process (to change the hours for the
position—not just the person)
©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 15
Updated as of November 29, 2016
Q & A
15 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 16
Updated as of November 29, 2016
Requesting a Compensation Change
16 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 17
Updated as of November 29, 2016
©2016 Trinity Health - Livonia, MI
Requesting a Compensation Change
17
When to Use
Use this process to change compensation for a colleague outside of the annual
merit increase, including:
• Across-the-Board
• Adjustment
• Adjustment to Grade Minimum
• Certification
• Completed Intro Period
• Contract
• Conversion
NOTE: This process is for ad hoc compensation changes only. Annual merit
increases are completed through a separate process.
As a manager, you may initiate the Request Compensation Change process
for your team members only. After you initiate, the process will be completed
through the HR function.
©2014 Trinity Health. All Rights Reserved. 18
Updated as of November 29, 2016
Process Steps
1. Log in to Workday
2. Type request comp in the search box and press Enter
NOTE: If the base pay change is
greater than 5%, the HR Leader
will need to approve.
To Start the Change Compensation Process…
Request comp
18 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 19
Updated as of November 29, 2016
Process Steps (continued)
3. Click Request Compensation
Change from the search results
4. Complete the Request Compensation Change for a specific colleague (*
indicates required information)
Note: To see the
complete process, refer
to the Request
Compensation Change
Job aid on the Workday
help website at
http://workday.trinity-
health.org
19 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 20
Updated as of November 29, 2016
Requesting a Compensation Demo
20 ©2016 Trinity Health - Livonia, MI
©2014 Trinity Health. All Rights Reserved. 21
Updated as of November 29, 2016
Q & A
21 ©2016 Trinity Health - Livonia, MI