Managers

Workday will help managers complete Buckeye business efficiently. Workday will equip you and your teams with self-service tools that are mobile and easy to use. In addition, Workday will give you the reliable, real-time information you need to make a truly informed decision.

Below is a To-Do List followed by additional resources to help Ohio State managers get ready for Workday.

Campus Manager Launch To-Do List
Campus Manager To-Do List
  1. Log in to workday.osu.edu for your first look at Workday!
  2. Start at your Workday profile to confirm the information outlined below. Click the cloud icon in the top right corner and click View Profile.
    • Click the Team icon to view your manager and/or direct reports. Notify your manager or HR Consultant if an update needs to be made.
    • Click Summary. If your location is incorrect, please notify your manager as they have the ability to update. Update the location for a direct report if needed.
    • Click Benefits to view benefit elections, dependents and beneficiaries. Update if necessary.
    • Click Pay to view where your first payslip in Workday will appear, as well as your direct deposit information (called Payment Elections in Workday). Update if necessary.
    • Click Contact to view home address, emergency contacts and more. Update if necessary.
    • Click Personal to view name, date of birth and more. Update if necessary.
  3. Encourage your teams, including student employees, to complete the Staff Launch To-Do List.
  4. Learn how to enter and submit time in Workday if you are a biweekly paid employee. A video demonstration and step-by-step instructions are available to assist with entering time. Please note that time entry for pay period 12/20/20 – 1/2/21 has been submitted on your behalf as part of the transition to Workday. Moving forward, you should submit time worked by noon on Monday of each week.
  5. Learn how to approve time in Workday if you manage biweekly paid employees. A video demonstration and step-by-step instructions are available to assist with approving time. In Workday, time must be approved by noon on Tuesday of each week.
  6. Know how to get help with Workday.

[Archive: 15-Day List – PDF Version]

[Archive: 30-Day List – PDF Version]

[Archive: 60-Day List – PDF version]

Health System Manager Launch To-Do List
Health System Manager To-Do List
  1. Log in to workday.osu.edu for your first look at Workday!
  2. Start at your Workday profile to confirm the information outlined below. Click the cloud icon in the top right corner and click View Profile.
    • Click the Team icon to view your manager and/or direct reports. Notify your manager or HR Consultant if an update needs to be made.
    • Click Summary. If your location is incorrect, please notify your manager as they have the ability to update. Update the location for a direct report if needed.
    • Click Benefits to view benefit elections, dependents and beneficiaries. Update if necessary.
    • Click Pay to view where your first payslip in Workday will appear, as well as your direct deposit information (called Payment Elections in Workday). Update if necessary.
    • Click Contact to view home address, emergency contacts and more. Update if necessary.
    • Click Personal to view name, date of birth and more. Update if necessary.
  3. Encourage your teams, including student employees, to complete the Staff Launch To-Do List.
  4. Know how to get help with Workday.

[Archive: 15-Day List – PDF version]

[Archive: 30-Day List – PDF version]

[Archive: 60-Day List – PDF version]

What's Changing For Managers

 

The Ohio State University Managers:

Technology Changes Overview for Managers

Ohio State Managers - today, I use:Tomorrow, I will use:
  • eLeave
  • eTravel
  • eRequest
  • HRA 

Hiring, Onboarding, Offboarding and Other Employee Actions

  • In the future, all these actions will be done in Workday after logging in with your Ohio State name.# and authenticating through BuckeyePass. 
  • I am quickly able to view the people that I supervise.
  • Instead of initiating an HR Action or sending an email, I can initiate transactions for my staff in Workday, such as shift changes, location changes, working hour changes. HR will review before taking effect.
  • I can view job related data for my staff, including resignation information.
  • I can initiate the creation of job postings.
  • In Workday, I can track the real time status of candidates for my job openings from time of initial screening to background check completion to hiring to onboarding.
  • My new staff have a common start date schedule – every other Monday at the start of a biweekly pay period.
  • I can validate the probationary period when hiring a Classified Civil Service employee. I have the ability to initiate editing and extending probation dates when appropriate.
  • I can review upcoming end dates for temporary and term employees and will partner with HR to update/change/extend and/or end employment of the temporary/term employee.
  • When one of my employees departs, I use the standardized off-boarding checklist.
  • If I’m out of the office for a short period of time, I can delegate my tasks to keep processing moving.

Approvals

  • I can enter and correct employee time and time off in Workday, increasing efficiency and consistency for accurate timekeeping.
  • I approve submitted time (by Tuesday 12 p.m. weekly) and time off in Workday.
  • I approve other leave of absence (e.g. personal leave) requests and leave of absence returns in Workday.
  • I receive a notification when my staff members submit a request for travel (known as a spend authorization).
  • I approve expense reports if they differ by 20% or more from the original spend authorization.

Report Access

  • I have access to real-time dashboards, audit reports, calendars, and other tools that provide insight and support decision-making regarding managing my employees.

 

Wexner Medical Center Managers:

Technology Changes Overview for WMC Managers

Medical Center Managers - today, I use:Tomorrow, I will use
  • eMaterials
  • eTravel
  • Green Action, Green Sheets
  • PeopleSoft Manager Self Service
  • Kronos

Hiring, Onboarding, Offboarding and Other Employee Actions

  • In the future, all these actions will be done in Workday after logging in with your Ohio State name.# and authenticating through BuckeyePass. 
  • I am quickly able to view the people I supervise.
  • Instead of initiating a Green Action or writing an email, I can initiate staff transactions in Workday, such location changes and working hour changes. HR will review before taking effect.
  • I can view job related data for my staff including resignation information.
  • I can initiate the creation of job requisitions or depending on how my department leverages the managerial liaison role, I can delegate this task to another staff member.
  • I can track the real time status of candidates for my job openings from time of initial screening to background check completion to hiring to onboarding.
  • I can validate the probationary period for a Classified Civil Service employee. I can edit and extend probation dates when appropriate.
  • I can review upcoming end dates for temporary and term employees and will partner with HR to update/change/extend and/or end employment of the temporary/term employee.
  • When one of my employees departs, I use the standardized off-boarding checklist.
  • If I’m out of the office for a short period of time, I can delegate my tasks so processes can keep moving.

Approvals

  • I receive a notification when my staff member submits a request for travel (known as a spend authorization).
  • I approve all expense reports for my staff members.

Report Access

  • I have access to real-time dashboards, audit reports, calendars, and other tools that provide insight and support decision-making regarding managing my employees.

Purchasing

  • If I need to purchase an item, I can use Buckeye Buy in Workday instead of eMaterials to purchase a contracted item.

 

Resources for Managers

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