HCM Initiative Update Wharton Change Agents Anna
Description: HCM Initiative Update Wharton Change Agents Anna Loh Maureen McGinness Denise Mount Ann Perch November 8, 2018 Workday Software System will fully or partially replace many of Penns legacy systems. Go Live Slated July 2019 WorkdayPenn
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slide1. HCM Initiative Update Wharton Change Agents
Anna Loh
Maureen McGinness
Denise Mount
Ann Perch November 8, 2018<br>
slide2. Workday Software System will fully or partially replace many of Penn’s “legacy systems.”
Go Live Slated July 2019 Workday@Penn Wave 1* includes: HCM Initiative & Workday@Penn A University-wide effort to improve how we manage human resources, payroll, and related processes.<br>
slide3. Current Future Aging systems
Compliance and expense risks
Data inaccuracy
Decision-making with unknowns
Standalone systems Modern, agile, cloud-based technology
Simplified, integrated
Data accuracy
Improved analytics and reporting
More efficient transactional tasks
Focus more on value-added work, mission-driven efforts and strategic support Other members of the Workday higher education community:
Brown Yale Cornell NYU University of Chicago USC Georgetown and more Building the Future of Work at Penn with Workday<br>
slide4. Workday@Penn Resources Targeted Newsletters Expanded navigation, rich content, and flexibility, intended for go-live and beyond. Mobile friendly and clear explanation of employee use. Workday Advance will publish robust information for HCM stakeholders. The first issue of Workday Advance: October 9. The two newsletters will alternate with each other on a biweekly basis so that each is monthly. HCM Flash is intended for the casual Penn community member who wants high-level information. First issue: September 25. Subscriber list is the same as HCM Update. Workday@Penn Website Solution Center Website New Look, New Focus www.workday.upenn.edu www.solutioncenter.upenn.edu Subscribe to HCM Flash Subscribe to Workday Advance<br>
slide5. Opportunities To Participate 1 2 3<br>
slide6. Overview of Recent & Future Events Town Hall 10/11/18
What will WorkDay look like?
What can I do in WorkDay?
How will I manage my personal information in WorkDay?
Hire New Employee (Staff/Weekly paid)
Benefits Enrollment in Workday
Timesheet Completion and Approvals
Terminating Employee for Regular Retirement
10/15/18 – Prepare Requisitions For Hire
10/29/18 – Faculty & Staff Compensation & Payroll
11/12/18 – Students & Post Doc Compensation & Payroll
11/26/18 – Time Tracking in Workday
12/10/18 – Review & Approve Absences Town Hall Meetings 10/11/18 Playback Sessions 10/22 & 10/24/18 Subject Matter Expert office Hours Attend a Watch Party!<br>
slide7. 7 Information Available at Workday@Penn<br>
slide8. Next Steps & Your Valuable Role<br>
slide9. Help Us Verify Structure & Role Assignments: Supervisory Org Review & Security Roles
Validate the Employees & Manager in each Supervisory Org
Assign Security Roles to each Supervisory Org Structure
Each BA received a file to help us review and verify Security Roles
Academic Role Assignment
Academic Units are designed to collect faculty/academic staff affiliations.
Academic Units are entirely separate from the supervisory organization as well as from financial information/tasks.
The role which some BAs (or other staff) are likely to hold is called “Academic Partner.”
It is possible that we will be contacting you to help us review faculty in each of your Units
L Name of Initiative 9<br>
slide10. Security Roles Assignment –was due 11-2-18<br>
slide11. Legacy Data Cleanup & FY19 Audit 11 Verify the accuracy of information within UMIS & PennWorks
Pending clearly defined guidelines and timeline from the HCM Team
Audit team will assist with review and oversight of this project<br>
slide12. Thank You!
&
Questions?<br>
Anna Loh
Maureen McGinness
Denise Mount
Ann Perch November 8, 2018<br>
slide2. Workday Software System will fully or partially replace many of Penn’s “legacy systems.”
Go Live Slated July 2019 Workday@Penn Wave 1* includes: HCM Initiative & Workday@Penn A University-wide effort to improve how we manage human resources, payroll, and related processes.<br>
slide3. Current Future Aging systems
Compliance and expense risks
Data inaccuracy
Decision-making with unknowns
Standalone systems Modern, agile, cloud-based technology
Simplified, integrated
Data accuracy
Improved analytics and reporting
More efficient transactional tasks
Focus more on value-added work, mission-driven efforts and strategic support Other members of the Workday higher education community:
Brown Yale Cornell NYU University of Chicago USC Georgetown and more Building the Future of Work at Penn with Workday<br>
slide4. Workday@Penn Resources Targeted Newsletters Expanded navigation, rich content, and flexibility, intended for go-live and beyond. Mobile friendly and clear explanation of employee use. Workday Advance will publish robust information for HCM stakeholders. The first issue of Workday Advance: October 9. The two newsletters will alternate with each other on a biweekly basis so that each is monthly. HCM Flash is intended for the casual Penn community member who wants high-level information. First issue: September 25. Subscriber list is the same as HCM Update. Workday@Penn Website Solution Center Website New Look, New Focus www.workday.upenn.edu www.solutioncenter.upenn.edu Subscribe to HCM Flash Subscribe to Workday Advance<br>
slide5. Opportunities To Participate 1 2 3<br>
slide6. Overview of Recent & Future Events Town Hall 10/11/18
What will WorkDay look like?
What can I do in WorkDay?
How will I manage my personal information in WorkDay?
Hire New Employee (Staff/Weekly paid)
Benefits Enrollment in Workday
Timesheet Completion and Approvals
Terminating Employee for Regular Retirement
10/15/18 – Prepare Requisitions For Hire
10/29/18 – Faculty & Staff Compensation & Payroll
11/12/18 – Students & Post Doc Compensation & Payroll
11/26/18 – Time Tracking in Workday
12/10/18 – Review & Approve Absences Town Hall Meetings 10/11/18 Playback Sessions 10/22 & 10/24/18 Subject Matter Expert office Hours Attend a Watch Party!<br>
slide7. 7 Information Available at Workday@Penn<br>
slide8. Next Steps & Your Valuable Role<br>
slide9. Help Us Verify Structure & Role Assignments: Supervisory Org Review & Security Roles
Validate the Employees & Manager in each Supervisory Org
Assign Security Roles to each Supervisory Org Structure
Each BA received a file to help us review and verify Security Roles
Academic Role Assignment
Academic Units are designed to collect faculty/academic staff affiliations.
Academic Units are entirely separate from the supervisory organization as well as from financial information/tasks.
The role which some BAs (or other staff) are likely to hold is called “Academic Partner.”
It is possible that we will be contacting you to help us review faculty in each of your Units
L Name of Initiative 9<br>
slide10. Security Roles Assignment –was due 11-2-18<br>
slide11. Legacy Data Cleanup & FY19 Audit 11 Verify the accuracy of information within UMIS & PennWorks
Pending clearly defined guidelines and timeline from the HCM Team
Audit team will assist with review and oversight of this project<br>
slide12. Thank You!
&
Questions?<br>