Note: Prior to entering transactions in Workday, gather all required documents and submit them to faculty.admin@yale.edu following the detailed instructions online at Administrative Processes.
Then, use the following questions to guide your next steps and to assist with your data entry in Workday.
First, search for the individual in Workday.
a. Individual does not appear. You will need to hire them.
b. Individual appears with an “Employee” record. Click on this record to review the status of the individual.
Are they in your org?
Yes - Enter the transaction. Reference the chart online at Workday Business Processes for Academics | Faculty Administrative Services (yale.edu).
No - contact the primary org to discuss the status of the individual. If there are no plans to reappoint in the primary, they should be transferred to your department.
c. Individual appears with “Terminated” or “Retired”. You will need to rehire them.
d. Individual is a student. The student record will need to be terminated. However, prior to taking this action, check with your department Registrar to verify the status of the student. If the student can be terminated, take this action, then rehire them.
e. Individual appears as an “Affiliate” or [C] (Contingent Worker, refer to the Workday guide, “Academic Appointee Transactions Quick Tips” .