HR Tech Bites - Issue #5
A handy Workday checklist, a free HR tech conference, and a roundup of the latest jobs!
Brace yourselves—2024 is about to crash the party! 🎉 Need to wrapping up 2023? Check out my checklist so you can start 2024 on the right🦶. Because in the world of HR and tech, a checklist is like a roadmap, and we could all use a GPS update. 🗺️🤖
Did I miss anything on your checklist? Sound off in the comments below ⬇️
Fuel your Brain 🧠
✅ Inbox Redesign to My Tasks. By far the biggest change that everyday Workday users will see is the new My Tasks functionality. That’s right, the Inbox we all know and may or *may not* love will officially be deprecated in 2024R1. Workday boasts that My Tasks offers a more streamlined UI, allowing high-volume users to search, filter, and sort tasks. If you haven’t already, make sure you have the proper change management protocols in place to get your user base ready for the shift.
✅ Period Schedules. Period schedules will impact Payroll, Absence, and Time Tracking. If you’re reading this and you have NOT reviewed and/or updated your period schedules for 2024, what are you waiting for? They literally impact how your people get paid 💵
✅ Scheduled Future Processes. Configurable alerts, integrations, scheduled reports, learning campaigns, and more. Typically, Workday allows you to schedule a process for 12 months. It never hurts to double-check any processes that are expiring, and you can extend them en masse using the Mass Update Scheduled Future Processes task. You’re welcome 🤝
✅ Update 2024 Benefits Information. You probably already launched, closed, and finalized 🏥 open enrollment for 2024. If not, this is your reminder to do so❗️But did you update your enrollment instructions for new hires? How about replacing any old Benefit files that users can find on the Benefits worklet? Oh, and don’t forget to monitor your November/December hires to make sure they’re seeing 2024 FSA/HSA plans. And pay it forward ⏩ let your friends in Payroll know of any deduction limits that need to be updated to avoid cleanup next year.
✅ Test 2024 Benefit Integrations. This one is important, especially if you are working with new vendors for 2024. Make sure they will get the data of your people! It also doesn’t hurt to regenerate any expiring PGP and/or SSH Keys for other integrations.
✅ Holiday Calendars. Who doesn’t love a day off? I mean, I know I do. The only thing better than a PTO day is one that you don’t have to request yourself 😉 aka company paid holidays 🌴. That’s right - holiday calendars! Thankfully, Workday has released a massive EIB with all holiday calendars in 1 file. Phew - because no one wants to manually research how many Bank Holidays the UK gets. Check out the EIB here.
✅ Clean up your reports. I cannot tell you how many temporary reports I have created this year. I also don’t want to tell you because I’m afraid of being chastised 🙈. Depending on who else has the access to create reports - you may have hundreds of useless reports in your Workday instance. Do everyone a favor and run the Delete Temporary Report Definitions task before the end of the year to clean up any of those pesky reports that no one is going to use. Take a step further and run the All Custom Reports report and delete any that haven’t been touched since 2015. Check with your team before doing so, obvi.
✅ Update announcements 🔊. It never hurts to review the announcements you’ve configured on your homepage. Make sure they are still relevant, and add new announcements that your user-base should be aware of for Q12024. Examples: W2 and 1095C release dates, All Company Meeting Dates, etc.
✅ Clean up your data. Take a minute to audit your supervisory organizations, cost centers, locations, open positions, and more. Inactivate any empty organizations and close any positions that have expired. Start the new year with as a fresh of a tenant as possible 🧹.
✅ Clear out old To Dos. To bring it full circle - are you still waiting for that new hire from 2021 to fill out all their inbox tasks? I’m telling you, that 🛳 has sailed. Clear out old To Dos by utilizing the Mass Cancel To Do task ☑️ I like to run this on ALL To Dos, and I clear out anything older than 12 months.
Other Quick Bites 🍩
📅 Events
December 5: Learn about best practices for data security and privacy management with Kainos. Register here.
February 27-29: Register here for the FREE HR Technology Conference & Exposition.
Hiring Hub 💼
Senior HRIS Analyst (remote) | Neogenomics is looking for an HRIS Analyst who will build and optimize compliance, workflows, and processes within Workday.
Manager, HRIS (remote) | Hanger is looking for an HRIS Manager who will oversee their HRIS from a reporting, data integrity, and data processing perspective. Preferred system: ADP Vantage.
Senior HRIS Analyst (remote) | InterSystems is in need of a Senior HRIS Analyst to provide support to their HCM, Benefits, Absence, and Talent modules.
Senior Analyst, Global Workday People Solutions Support (Chicago, IL) | Kraft Heinz, is looking for a Sr. Analyst who will be responsible for maintaining the global business design for Workday Core HCM.
Senior HR Technology Analyst (Charlotte, NC) | Spectrum, is looking for a Sr. HR Technology analyst who will support the development of various technology applications through requirements gathering, creating complex queries/reports, creating complex SQL statements, and more.
Workday Specialist (Austin, TX) | Dimensional Fund Advisors’ Workday Specialist will analyze Workday process design and workflow to identify ways to improve processes and build out technological capabilities.
Senior Workday HCM Configuration Lead (New York NY) | DoubleVerify, is looking for someone to be the technical expert for Workday HCM and all other HRIS Technology!
People Systems Lead (Ann Arbor, MI) | May Mobility is looking for a People systems guru will lead the people technology lead with strategy while keeping employee experience top of mind.
HRIS (Workday Coordinator) (Miami, FL) | Greenberg Traurig is looking for a coordinator who will provide administrative support for their Shared Services HR team. TIP: This is a great opportunity for someone to break into the Workday space!
People Tech & Operations Manager (remote) | Checkr is looking for an experienced People Tech & Operations manager to drive operational efficiency and manage best-in class technology. The person in this role will have the opportunity to build their own high-functioning team.
Workday Configuration Analyst (Seattle, WA) | Blue Origin is looking for someone to support Workday HCM across all modules. Bonus points if you have experience in optimizing Recruiting.
Senior Workday System Administrator (remote) | Trupanion is looking for someone to partner with Finance and People Operations to support their Workday initiatives.
Senior Manager Platform Engineering - Workday (New York, NY) | Capital One is looking for someone to lead their Workday and Salesforce teams.