21
©2014 Trinity Health. All Rights Reserved. 1 Updated as of November 29, 2016 Workday Training for Managers Changing a Job Requesting a Compensation Change

Changing a Job Requesting a Compensation Change

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 1

Updated as of November 29, 2016

Workday Training for Managers Changing a Job

Requesting a Compensation Change

Page 2: 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

Page 3: Changing a Job Requesting a Compensation Change

©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

Page 4: Changing a Job Requesting a Compensation Change

©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

Page 5: Changing a Job Requesting a Compensation Change

©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

Page 6: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 6

Updated as of November 29, 2016

The Change Job Business Process

6 ©2016 Trinity Health - Livonia, MI

Page 7: Changing a Job Requesting a Compensation Change

©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

Page 8: Changing a Job Requesting a Compensation Change

©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

Page 9: Changing a Job Requesting a Compensation Change

©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

Page 10: Changing a Job Requesting a Compensation Change

©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

Page 11: Changing a Job Requesting a Compensation Change

©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

Page 12: Changing a Job Requesting a Compensation Change

©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

Page 13: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 13

Updated as of November 29, 2016

Change Job Demonstration

13 ©2016 Trinity Health - Livonia, MI

Page 14: Changing a Job Requesting a Compensation Change

©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

Page 15: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 15

Updated as of November 29, 2016

Q & A

15 ©2016 Trinity Health - Livonia, MI

Page 16: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 16

Updated as of November 29, 2016

Requesting a Compensation Change

16 ©2016 Trinity Health - Livonia, MI

Page 17: Changing a Job Requesting a Compensation Change

©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.

Page 18: Changing a Job Requesting a Compensation Change

©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

Page 19: Changing a Job Requesting a Compensation Change

©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

Page 20: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 20

Updated as of November 29, 2016

Requesting a Compensation Demo

20 ©2016 Trinity Health - Livonia, MI

Page 21: Changing a Job Requesting a Compensation Change

©2014 Trinity Health. All Rights Reserved. 21

Updated as of November 29, 2016

Q & A

21 ©2016 Trinity Health - Livonia, MI