Sep. 27, 2023
All onboarding tasks must be completed by new employees within the first week of employment. The following information is intended to help supervisors and employees understand when and why they receive updates from Workday and the action they should take.
Managers
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Workday runs a report every Monday and sends out notifications to managers who have employees within their supervisory organization with incomplete onboarding tasks.
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Missing tasks may include:
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Complete state and local withholding elections (for those who were hired from out of state)
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To Do: Submit education for verification
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To Do: Go paperless with your W-2 form
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This task cannot be completed until the employee’s hire date
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Employees
Employees may receive notifications from Workday stating they have incomplete onboarding tasks even though they do not have any actions assigned to them in their Workday Inbox. This usually means that the task is in the process of routing for approval and may be with the administrative assistant, hiring manager, or central Human Resources.
Resources
Here are two resources to aid in the onboarding process:
- Workflow process by job family (see the guide below)
- Workday report: Onboarding Status Summary - HCM - SC (51³Ô¹ÏºÚÁÏ)
- Select supervisory organization (include subordinate organization)
- Report will display employees who have completed less than 100 percent of their onboarding tasks and will show progress %, not started and in progress tasks, and awaiting persons (names of whose approval is needed)
Contact Theresa Barrett Clark with any questions.