AN OVERVIEW OF WORKDAY

"Explore the comprehensive overview of Workday implementation at UW-Eau Claire, covering key features like enterprise resource planning, human resources integration, finance management, and transition details. Understand the significance of Workday in standardizing processes across the institution. Witness the evolution from legacy systems to the unified Workday platform for enhanced efficiency and control."

• Workday
• Implementation
• UW-Eau Claire
• Enterprise Resource Planning
• Human Resources

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Presentation Transcript

1. AN OVERVIEW OF WORKDAY Brought to you by the UW-Eau Claire ATP Readiness Team UW-Eau Claire Professional Development Conference 2023

2. FEATURING Introducing Workday What is it anyway? Vice Chancellor Grace Crickette Human Resources Introduction Ex. Dir. Finance/Admin-HR/Budget Tracy Drier FDM/Finance Introduction Controller Jackie Kriesel Training Timeline

3. WORKDAY WHAT IS IT ANYWAY? Enterprise Resource Planning System Uniformity Integrated One platform will replace HRS, SFS, and other ancillary systems Standardized & streamlined HR, Finance, and Research Administration business processes Standardized processes across UW System and institutions

4. HUMAN RESOURCES INTRO Time Reporting/Approving Workday absence app and mobile access Team calendars Real-time leave balances Onboarding Dashboard Electronic new hire paperwork Benefits information Mandatory training status Trackable with To-do notifications Benefits & Pay Hub Total compensation View benefit elections Manage retirement contributions Access to Model my Pay paycheck estimator

5. FDM/FINANCE INTRO Accounts Receivable Budget Cash Management (Banking) Expenses Fixed Assets (Business Assets) General Ledger (FDM) Gifts and Endowments Internal Billing (Internal Service Delivery) Projects Supply Chain Management

6. How does this compare to the PS Chart of Accounts? **Sample only, this is not an exhaustive list.

7. TRANSITION TO WORKDAY WORKTAGS Program Driver Worktag Example

8. FDM WINS What s changing and why does this matter? Worktags will replace UDDS and may correspond to one or more SFS values. FDM allows for more robust reporting, better user experience, data flexibility, and increased internal controls. Users will enter fewer data elements eliminating potential errors. Workday provides a more dynamic option to search for Worktags and Worktags roll up into hierarchical structure. FDM creates a unified data structure to be used consistently across UW system.

9. TIMELINE TO GO TIME! Planning State: July 2021-April 2022 Architect State: May 2022-December 2022 Configure & Prototype State: December 2022-June 2023 Test & Train State: July 2023-March 2024 March 2024: Workday end-user training begins Deploy Stage: April 2024-June 2024 Production Support Stage: July 2024 to Forward

10. Thank you for attending AN OVERVIEW OF WORKDAY Informative links: Administrative Transformation Program Introduction to workday Workday Walkthrough videos UW-Eau Claire campus-specific information