When a member of staff has a job change, if they have no outstanding tasks in Workday, then no further action is required by managers or HR representatives. However, when the member of staff has a job change processed by yourself (or your HR contact) in Workday, and if they do have any open tasks or processes in Workday, then these may need to be reassigned to another employee, for example if they had any open Time Off requests (for themselves or from their team) or if their Performance review was outstanding. Some of these tasks may no longer be relevant to them in their new role/job. In this instance both the Manager and the HR representative will receive a task in their Workday inbox to manage these outstanding tasks and processes in Workday. This inbox task is called a Change” task, “Data with a title of Business Processes for Worker” within the body of the task. “Manage The following set of instructions explains how to manage these tasks in Workday if you receive them for an employee who has been placed on leave. Managing a Workers Outstanding Workday Tasks / Processes on Workday for HR & Managers – Login to Workday and review your inbox to see if you have any open inbox items, which would indicate that you do need to manage these outstanding tasks and processes in Workday for this leave’ employee. ‘on Note: you will also receive an email about this inbox task in your outlook email inbox (it may come as an individual email notification or rolled up into your Daily Digest’ ‘Workday depending on your Notification’ set up ‘Outlook in Workday Click on the task in your inbox called Change: “Data [Employee Name]”
When a member of staff has a job change, if they have no outstanding tasks in Workday, then no further action is required by managers or HR representatives. However, when the member of staff has a job change processed by yourself (or your HR contact) in Workday, and if they do have any open tasks or processes in Workday, then these may need to be reassigned to another employee, for example if they had any open Time Off requests (for themselves or from their team) or if their Performance review was outstanding. Some of these tasks may no longer be relevant to them in their new role/job. In this instance both the Manager and the HR representative will receive a task in their Workday inbox to manage these outstanding tasks and processes in Workday. This inbox task is called a “Data Change” task, with a title of “Manage Business Processes for Worker” within the body of the task. The following set of instructions explains how to manage these tasks in Workday if you receive them for an employee who has been placed on leave. Managing a Workers Outstanding Workday Tasks / Processes on Workday – for HR & Managers Login to Workday and review your inbox to see if you have any open inbox items, which would indicate that you do need to manage these outstanding tasks and processes in Workday for this ‘on leave’ employee. Note: you will also receive an email about this inbox task in your outlook email inbox (it may come as an individual email notification or rolled up into your ‘Workday Daily Digest’ depending on your ‘Outlook Notification’ set up in Workday Click on the task in your inbox called “Data Change: [Employee Name]”
workday-guide-for-staff-job-change-process_v18_global.docx