Navigating Workday Release Pitfalls: Essential Insights for Success
Workday Release Pitfalls
July 17, 2024
Poll Question #1
•
Where are people dialing in from?
2
Poll Question #2
•
What song do you have stuck in your head today?
3
Poll Question #3
•
How would you describe your organization’s Workday Release process?
o
1- Undefined
o
2- We run a report and Business Process or two, but don’t do much else
o
3- Neither defined nor undefined
o
4- We have a semi-established process, but there’s room for
improvement
o
5- Very defined and structured, easy to repeat
4
Safe Harbor Statement
The information provided
during this webinar does not constitute legal advice. All
content in this webinar is for general informational purposes only.
5
Amethyst Consulting and Services
Amethyst is a boutique, women-owned C2C consulting firm that collaboratively
partners with HR Teams that are open to changing the way they approach their
Workday and UKG systems to propel their people operations into a more efficient
and sustainable state.
6
Mack Baker, Workday Practice Director
www.linkedin.com/in/mack-amethystcs
Bio
:
Mack brings 7+ years of HRIS implementation and
configuration experience to his role as a Workday Practice
Director for Amethyst Consulting Services. He serves as a
trusted technical advisor to clients, optimizing systems to
business needs and training in-house teams to ensure project
success. Additionally, Mack brings 10+ years of Human
Resources experience, including recruiting, total rewards,
payroll, employee engagement, and onboarding. This gives
him the ability to better understand the business and key
stakeholders, thus ramping up and providing solutions
quickly.
7
Normalcy Bias
Our Workday tenant hasn’t failed yet;
thus we’ll continue to put off
implementing a robust semi-annual
Workday Release process.
8
Pitfalls
Caused by
this
Approach
•
Duplicate configuration
•
Potential of failed Business
Processes, integrations, and
reports
•
Security risks
•
Administration nightmare
•
Missed UX improvements
9
Components
of a
Successful
Workday
Release
Process
•
Timeline- start earlier than
later
•
Testing guidelines
•
Testing scripts
•
Testing pre- and post-release
o
Custom reports
o
Integrations
o
Business Processes
o
Alerts
•
Stakeholders
o
Regular touch bases with your
stakeholders
10
•
What’s New in Workday
configuration report review
•
Audit reports and
configuration corrections
•
Roadmap & backlog
•
Comms (can be in Workday)
& change management
How to
Implement
•
Stakeholders
o
HR Technology
Leadership
o
Functional Leads/COEs
& Their Leaders
o
Testers & Their Leaders
•
Add to your calendar
o
Merit Process
o
Performance Process
o
Open Enrollment
o
Payroll Dates
o
Year-End Activities
o
Semi-Annual Releases
•
Tracking
o
Excel
o
Adoption Planning
o
Other Tools
11
Workday
Release
Toolkit
•
Amethyst Consulting and
Services has built a Workday
Release toolkit for clients
•
Message us to learn more!
https://www.amethystcs.com/co
ntact-us
LetUsHelpYou@AmethystCS.com
12
Questions?
Thank you for attending!
13
Avoid common pitfalls in Workday releases by understanding the challenges, key questions, safe harbor statements, and consulting services offered by Amethyst. Learn from Mack Baker, a seasoned Workday Practice Director, about the significance of a well-defined release process and the risks of a normalcy bias. Discover the consequences of duplicate configurations and how to address security risks, administration challenges, and missed UX improvements.
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Presentation Transcript
Workday Release Pitfalls July 17, 2024
Poll Question #1 Where are people dialing in from? 2
Poll Question #2 What song do you have stuck in your head today? 3
Poll Question #3 How would you describe your organization s Workday Release process? o 1- Undefined o 2- We run a report and Business Process or two, but don t do much else o 3- Neither defined nor undefined o 4- We have a semi-established process, but there s room for improvement o 5- Very defined and structured, easy to repeat 4
Safe Harbor Statement The information provided during this webinar does not constitute legal advice. All content in this webinar is for general informational purposes only. 5
Amethyst Consulting and Services Amethyst is a boutique, women-owned C2C consulting firm that collaboratively partners with HR Teams that are open to changing the way they approach their Workday and UKG systems to propel their people operations into a more efficient and sustainable state. 6
Mack Baker, Workday Practice Director www.linkedin.com/in/mack-amethystcs Bio: Mack configuration experience to his role as a Workday Practice Director for Amethyst Consulting Services. He serves as a trusted technical advisor to clients, optimizing systems to business needs and training in-house teams to ensure project success. Additionally, Mack brings 10+ years of Human Resources experience, including recruiting, total rewards, payroll, employee engagement, and onboarding. This gives him the ability to better understand the business and key stakeholders, thus ramping up and providing solutions quickly. brings 7+ years of HRIS implementation and 7
Normalcy Bias Our Workday tenant hasn t failed yet; thus we ll continue to put off implementing a robust semi-annual Workday Release process. 8
Duplicate configuration Pitfalls Caused by this Approach Potential of failed Business Processes, integrations, and reports Security risks Administration nightmare Missed UX improvements 9
Timeline- start earlier than later What s New in Workday configuration report review Components of a Successful Workday Release Process Testing guidelines Audit reports and configuration corrections Testing scripts Roadmap & backlog Testing pre- and post-release Comms (can be in Workday) & change management o Custom reports o Integrations o Business Processes o Alerts Stakeholders o Regular touch bases with your stakeholders 10
Stakeholders Add to your calendar How to Implement o HR Technology Leadership o Merit Process o Performance Process o Functional Leads/COEs & Their Leaders o Open Enrollment o Payroll Dates o Testers & Their Leaders o Year-End Activities o Semi-Annual Releases Tracking o Excel o Adoption Planning o Other Tools 11
Amethyst Consulting and Services has built a Workday Release toolkit for clients Workday Release Toolkit Message us to learn more! https://www.amethystcs.com/co ntact-us LetUsHelpYou@AmethystCS.com 12
Questions? Thank you for attending! 13
