Successful Onboarding

Page 1

SUCCESSFU

ONBOAR

“WHAT A GREAT BOOKLET TO HELP US ONBOARD NEW HIRES

STANDOUT.FORGOOD,INC.
.” – ASSISTANT LEADER
(WORKDAY)

WHY DOES SUCCESSFUL ONBOARDING MATTER?

o ACCURATE PAY & BENEFITS: ACCURATELY ENTERING ASSOCIATE INFORMATION INTO WORKDAY IS ESSENTIAL FOR SEAMLESS PAYROLL AND BENEFITS. IT ENSURES THEY RECEIVE THE CORRECT COMPENSATION, BENEFITS, AND DEDUCTIONS.

o IT PROTECTS THE COMPANY: MANY LABOR LAWS AND REGULATIONS REQUIRE US TO MAINTAIN ACCURATE RECORDS OF ASSOCIATE DATA. BY PROPERLY ENTERING NEW HIRES INTO WORKDAY, YOU ENSURE COMPLIANCE WITH LEGAL REQUIREMENTS.

o IT KEEPS YOUR PEOPLE HAPPY: ENTERING NEW HIRES INTO WORKDAY GRANTS THEM ACCESS TO THE SYSTEM'S SELF-SERVICE FEATURES. THIS ALLOWS THEM TO VIEW AND UPDATE THEIR PERSONAL INFORMATION, ACCESS PAY STUBS AND TAX FORMS, REQUEST TIME OFF, AND PERFORM OTHER HR-RELATED TASKS INDEPENDENTLY.

o IT SAVES YOU TIME: ENTERING ASSOCIATES ACCURATELY INTO WORKDAY REFLECTS YOUR COMMITMENT TO PROFESSIONALISM AND ATTENTION TO DETAIL. YOU WILL NOT NEED TO GO BACK AND FIX MISTAKES, WHICH TAKES UP YOUR VALUABLE TIME. A SUCCESSFUL ONBOARDING IN WORKDAY INSTILLS CONFIDENCE IN NEW HIRES, DEMONSTRATING THAT THEIR INFORMATION IS HANDLED WITH CARE.

1

REQUIRED ONBOARDING CHECKLIST

(SCHEDULE AND PLAN TO COMPLETE ALL ONBOARDING TASKS WITH THE NEW ASSOCIATE AT THE BEGINNING OF THEIR FIRST SCHEDULED SHIFT. (30 MINUTES) COMPLETE ON THE DESKTOP VERSIONOF WORKDAYIN THE LEADER’S OFFICE.)

LEADER – CLICK ON “REVISE EMPLOYEE HIRE”

THIS WILL PROMPT 2 EMAILS TO BE SENT TO NEW ASSOCIATES PERSONAL EMAIL ACCOUNT.

NEW ASSOCIATE – GO TO PERSONAL EMAIL ACCOUNT AND OPEN 2 EMAILS

EMAIL 1 HAS EMPLOYEENUMBER

EMAIL 2 HAS PASSWORD TO CREATE EMPLOYEE WORKDAY ACCOUNT

NEW ASSOCIATE – LOG INTO WORKDAY AND CHECK MESSAGES

NEW ASSOCIATE – COMPLETE FIRST SET OF ONBOARDING TASKS

1. PERSONAL INFO 2. CONTACT INFO 3. ADD / EDIT SSN

NEW ASSOCIATE – CHECK MESSAGES IN WORKDAY ACCOUNT (7 NEW) NEW ASSOCIATE – COMPLETE SECOND SET OF ONBOARDING TASKS

LEADER – COMPLETE “COMPLETE FORM I-9” (PROMPT IN MESSAGES)

NEW ASSOCIATE – COMPLETE BACKGROUND CHECK

EMAILED AND TEXTED TO THEM FROM SUPPORT@TURN.AI THE FOLLOWING WEEKDAY.

LEADER – VERIFY BACKGROUND CHECK WITHIN 1 WEEK

1. NAME PRONUNCIATION 2. PHOTO CHANGE 3. REVIEW DOCUMENTS 4. CHANGE EMERGAENCYCONTACTS 5
PAYMENT ELECTION ENROLLMENT EVENT 6. COMPLETE FEDERAL WITHHOLDING ELECTIONS 7
COMPLETE
1-9
.
.
FORM
2

REVIEWING

“ONBOARDING OVERVIEW” IN WORKDAY

STEP 1 STEP 2

ON THE DESKTOP VERSION OF WORKDAY, TYPE “ONBOARDING OVERVIEW” INTO THE SEARCH BAR.

UNDER “SUPERVISORY ORGANIZATION”,SELECT “MY ORGANIZATIONS”, THEN SELECT YOUR ORGANIZATION. CLICK “OK”.

(ALL NEW ASSOCIATES FROM PAST 90 DAYS ONLY)

3

TOP ROADBLOCKS TO A

SMOOTH ONBOARDING

INCORRECT DATE OF HIRE

INCOMPLETE TASKS FROM MESSAGES

DIRECT DEPOSIT ERRORS

LEADER FAILS TO COMPLETE I-9

FOLLOW-UP ON BACKGROUND CHECK

SLOW OR NO RESPONSE TO PEOPLE DEPT. REQUESTS

4

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.