Whether you’ve been selected as a long-term delegate facilitating daily Workday tasks for your manager, or a short-term delegate covering Workday tasks while your manager is away from the office, it’s critical that you know where to go and what to do to fulfill your responsibilities.
The new video, Initiating & Approving Tasks as a Delegate, will show you how to perform successfully as a delegate, so you can proceed with confidence!
What you’ll learn in the video:
How to switch accounts to proceed on behalf of a manager
Where to look in Workday to find the tasks delegated to you
How to navigate the delegation dashboard and manager’s inbox
In your role as a delegate, you will be acting on behalf of a manager. If you have not yet done so, you should take the Manager Essentials training (either our e-learning or live, instructor-led course). You’ll learn how to perform various manager-related tasks in Workday.
When we transition to Workday, Oracle Discoverer users will need to know which Workday reports to use instead. To make things simple, we’ve created a "crosswalk" document of the most frequently used Oracle Discoverer reports alongside their Workday equivalents.
UPG & Medical Center: Crosswalks from Today’s HR Processes to Workday
Workday can be quite intuitive to use, but sometimes you may not know where to begin. We've created a series of Job Aids that will provide you with directions on how to begin many common tasks. To make things as straight forward as possible, these "crosswalk" documents show each task alongside its legacy system equivalent.
“How do I ... ?”
Click on the appropriate link below to download the Job Aid document you need:
Attention Managers: Workday “Recruiting Essentials for Managers” Now Available!
When you consider the volume of recruiting at an institution as large as UVA, it’s clear that any improvements to the process will have a significant positive impact. The launch of Workday will provide for a more consistent and efficient recruiting process across the University’s varied entities – but, training comes first.
The Recruiting Essentials for Managers course is presented from the perspective of a hiring manager. Basic familiarity with navigating in Workday is helpful, so it’s recommended that participants complete the online Workday Essentials course before taking this course.
Chapter 1 – Recruiting Overview (available now):
● The Recruiting Process – The steps, tasks, and people involved
● Positions and Jobs – Defining the difference, understanding key terms
● Manager Responsibilities – What’s on your to-do list as the hiring manager
Once you’ve learned the basics of recruiting in the overview (Chapter 1), the second part of the e-learning course will dive into specific scenarios, based on where you work and who you need to hire. You’ll make choices during the course that will mirror your real-life experience.
Live, instructor-led classes are now open for registration, covering the material in both chapters of the e-learning course. Content for these live classes is tailored to the unique needs of each UVA entity and will be held at a variety of locations across Grounds throughout the coming weeks.
Attention Managers: Workday “Manager Essentials” Now Available!
We’re barely ten weeks from the launch of Workday. With that in mind, it’s crucial that all managers get up to speed on how day-to-day activities will be accomplished using the new system. “Workday Essentials” – a concise course that covers the most important topics – is now available for all managers and their delegates.
You choose the learning style that works for you
For many, the e-learning version will be best. It’s available on-demand and allows you to progress at your own pace, making the most of your time. If you prefer a classroom setting, instructor-led training is available as well. Live classes will be held at a variety of locations across Grounds throughout November, December, and January, beginning November 8. Click here for more info.
Topics covered by both the e-learning and live versions of this course:
A variety of resources are available on the training website to help you transition to Workday with confidence. New courses and training materials will be added frequently in the coming weeks, so come back often. You can also follow the Ufirst blog for updates.
Here are five of the most frequently asked questions about Reports & Access in Workday. Want to see more? Browse the complete FAQ. You’ll find more reports and access FAQs under “Manager Essentials” and “Access & Security.”
Q: Will HR reporting continue to be available via Discoverer?
A: No, HR reporting will be available directly in Workday for those with appropriate security roles.
Q: How will users who currently have “UVA ODS Specialist-Limited” and “UVA ODS Specialist-Restricted” responsibilities in Discoverer be able to access the reports/data they need?
A: The HR IMPACT team is currently reviewing the reports that users run in Discoverer and assigning users access to similar reports in Workday.
Q: Will Oracle users with HRMS Viewer have similar access in Workday?
A: Not necessarily. Access to information in Workday is based on two things: role and supervisory organization. Those with the Employee role can only see their personal information and basic, public information about everyone else (name, title, work email, work phone, etc.). Those with the Manager role (anyone who has a direct report) can see HR information about people who report up to them, either directly or indirectly.
Additionally, there are other roles (Financial Approver, Leadership Approver, Student Hiring Support, and Time Reporting Support roles) who can see the information necessary to complete their tasks within the appropriate organization. The data needed to complete labor distribution (which will continue to be managed in Oracle) will be automatically populated in Oracle and available to those who complete LD tasks.
Access to additional HR data – outside of what is available because of one’s assigned Workday role and supervisory organization – will often be provided through Workday reports. After go-live, if you find that you do not have access to data that you need – either directly in Workday or via Workday reports – you should send a request describing what you need to AskHR@virginia.edu. The HR IMPACT team will work with you, quickly, to find the best solution.
Q: What should I do if I can’t access data in Workday that I need?
A: You can expect that your access to data in Workday will be different from your access in your legacy systems. Ultimately, the UVA HR team is committed to making sure everyone has the access they need to successfully complete their work. If you find you do not have what you need – either directly in Workday or via Workday reports – you should send a request describing what you need to AskHR@virginia.edu. The HR IMPACT team will work with you, quickly, to find the best solution.
Q: Is there a crosswalk document that describes what the reports I use now will be in Workday?
A: Yes, there will be a crosswalk showing the mapping of HR Discoverer reports to Workday reports. It will be available in November.
Here are some of the most frequently asked questions about Delegation and the Workday Learning app. Want to see more? Browse the complete FAQ. You’ll find more Delegation FAQs under “Manager Essentials” and “Learning (LMS)” has its own category.
A: Delegation is the ability to reassign certain tasks and approvals in Workday to another qualified individual. This can simply be for efficiency, or to cover manager responsibilities when they are out of the office.
Q: Who can serve as a delegate?
A: Preferably, another manager in the same school/unit, as they will be familiar with the roles and responsibilities. When appropriate, and after consultation with the HR Business Partner (HRBP), non-managers may be set up as delegates. HRBPs are working with school and unit leadership to determine local policies for delegation.
Q: Can delegates assign a delegated task to someone else?
A: No, delegates cannot subsequently delegate to another person, nor do delegated tasks automatically cascade to a direct report or colleague.
Q: What kinds of training will be available at go-live – online, classroom?
A: At go-live, Workday will offer all courses available in Oracle and Netlearning today. This includes classroom and online courses.
Q: How will mandatory compliance training be maintained, tracked, and delivered?
A: Compliance training will be automatically assigned. Owners of the content will have the ability to run reports to understand completion rates. Learners will receive notifications if they have not completed training by the deadline.
Q: Can modules be assigned for large groups, faculty, and trainees?
A: Managers and learning admins can assign trainings to large groups via the learning groups and campaign functionality in Workday. Learners can be grouped and assigned to trainings by job profile, department, etc.
[Video] Workday Wednesday – Delegation and Learning
Check out the latest videos on Workday essentials!
What is delegation?
Types of delegation
Who can be a delegate?
How to manage delegations in Workday
Features and terminology
Navigating the Learning application
Check back for more!
Each Wednesday this month, we'll share more videos covering other important Workday topics. Visit our "Getting Ready for Workday" page for more essential information, plus upcoming chances to win prizes in our virtual scavenger hunt!