SANTA CLARA UNIVERSITY HUMAN RESOURCES COMMUNICATIONS COMMITTEE - PowerPoint PPT Presentation

SANTA CLARA UNIVERSITY HUMAN RESOURCES COMMUNICATIONS COMMITTEE March 3, 2020

Agenda 2 ⚫ Retroactive Requests for Reclassifications & Temporary Pay Increases ⚫ Exit Questionnaire Process ⚫ Workday Milestones ⚫ Workday Performance Update ⚫ Workday Merit Information and Demonstration

Retroactive Pay Reclassifications ⚫ Will be effective in the pay period following approval ⚫ Work should not be assigned prior to review and approval Temporary Pay Increases ⚫ Requested in advance when a vacancy or leave occurs ⚫ Extension requests submitted prior to expiration

Exit Interview Questionnaires Exit Interview Questionnaires are provided to departing employees and are voluntary. Old Process : ⚫ Quarterly Trends Sent to VPs New Process: ⚫ Exit questionnaire forms will be shared with first and second level supervisors in real time. ⚫ Exit questionnaires forms and summaries of trends will be shared quarterly with department heads and VPs. ⚪ Trends may include observations from ER Specialist and verbal feedback provided during exit interview

Workday Milestones 5 Milestones: ● Open Enrollment ● W2’s ● Affordable Care Act 1095-C Forms ● Workday Feature Release 2020R1-3/7/20 ● Annual Performance Evaluations- in progress ● Advanced Compensation - Salary Planning- in progress ● Reporting (F102 Reporting, PTO Balance Report) ● Security ● Refining Workday Business Processes Tips and Tricks (hand out): ● Create Workday inbox filters ● Workday box vs. circle (Ctrl-A, Enter) ● Duplicate screen ● Related Actions (Right click, see in New Tab)

Workday Performance Evaluations

Workday Performance Evaluations (cont’d) ⚫ Managers/2nd Level Managers have a “send back” option, if needed ⚫ Status report for Managers under “Team Performance” ⚪ Status of Performance Evaluations ⚪ Distribution of Performance Ratings ⚫ Contact Shirley Mata with any issues or to request other reporting info ⚫ Drop-In Dates (HR, Barcelona Conference Room ⚪ 3/3, 1:00 – 2:00, 3/5, 8:30 – 10:00, 3/9, 10:00 – 12:00 ⚪ 3/10, 3:00 - 5:00, 3/11, 1:00 – 2:30, 3/12, 8:30 – 9:30

Salary Planning & Workday Merit Demo ⚫ 3% Merit Pool ⚪ Employees in regularly funded benefits eligible positions are eligible ⚪ Employees in intro periods that were hired prior to 6/30/20 will be eligible at the conclusion of the intro ⚪ Fixed Term employees are eligible for a pay increase during the extension ⚪ There should be an alignment between merit and performance rating and it is recommended that merit ranges are communicated to employees Employees with less than 1% merit should have a documented ⚫ performance issue resulting in a PIP or written warning ⚫ Demo

Workday Merit Process ⚫ Merit Process Timeline

Workday Merit Process ⚫ Merit Process Training for Salary Planners & HR Liaisons ⚪ 3/10: 10:30am - 12pm LC 203 ⚪ 3/11: 1:30pm - 3pm LC 203 ⚪ 3/13: 10 - 11:30am LC 203 ⚪ 3/16: 10 - 11:30am HR Manresa ⚪ 3/17: 2 - 3:30pm HR Manresa ⚪ 3/20: 10 - 11:30am HR Manresa ⚫ Sign-up: Link will be emailed. Do-not share this link as it is only intended for Salary Planners & HR Liaisons

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