Workday Business Processes for Academics

Workday guides to reference for the business processes below:

Description of transaction

What’s impacted?

Appointment,          Position, or Both

How is it done in Workday?

Business Process(es)

Workday reason codes

Reappointment of Primary - pay increase handled in Merit Process

Appointment

  • Update Academic Appointment
  • Standard Reappointment

Reappointment of Secondary Appointment

Appointment

  • Update Academic Appointment
  • Reappointment of Secondary

Reappointment with Compensation Change ONLY

Both

  • Update Academic Appointment
    _________________________
  • Request Compensation Change
  • Standard Reappointment with Compensation Change
    ________________________
  • Academic Reappointment

Reappointment with change to Annual Work Period (AWP), Disbursement Plan Period, and/or FTE (Scheduled Weekly Hours); Compensation can also be changed

Both

  • Update Academic Appointment
    __________________________
  • Job Change – AWP/DPP only
    __________________________
  • Job Change – includes FTE change, and may or may not include others
  • Reappointment with Job Change
    __________________________
  • Change Appointment Details
    __________________________
  • Work Week…(there are four options; pick the one that applies)

Promotion in track

Both

  • Update Academic Appointment
    __________________________
  • Job Change - NOTE: This is not needed if the promotion and salary increase have been entered during the annual merit process.
  • Promotion in Track, or Promotion to Tenure, if applicable
    __________________________
  • Promotion – Academic

Promotion to new track

Both

  • End Academic Appointment
    __________________________
  • Add Academic Appointment
    __________________________
  • Job Change
  • Promotion to New Track
    __________________________
  • Promotion to New Track
    __________________________
  • Promotion – Academic

Compensation - Adding or Changing

- Deleting

Position

  • Request Compensation Change
  • (Select the reason that applies)
  • Delete Compensation (Benefit Impact) or Delete Compensation (No Benefit Impact) 

FTE Change

Position

  • Job Change
  • Work Week…(there are four options; pick the one that applies)

Extra Compensation – One-time

Position

  • Request One-Time Payment
  • (Select the reason that applies)

Extra Compensation – On-going

Position

  • Request Compensation Change
  • (Select the reason that applies)

Transfer

Both

  • Job Change
    __________________________
  • Add, Update or End depending on the situation
  • Transfer – Change Manager
    __________________________
  • (Select the reason that applies)
Termination/Separation Both - but you only need one business process to end both
  • Terminate Employee
  • (Select the reasons that apply for the termination and ending the academic appointment)