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    Uploading Documents: Human Resources Job Aid

    Uploaded by

    Pavan Kumar
    The document provides instructions for uploading documents to an employee's profile in Workday, including going to their profile, clicking "Add" under Documents, selecting a document category, and clicking "Upload". It also outlines the different types of documents that can be uploaded and who has access to view and upload each type.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Uploading Documents: Human Resources Job Aid

    Uploaded by

    Pavan Kumar
    74 views3 pages
    The document provides instructions for uploading documents to an employee's profile in Workday, including going to their profile, clicking "Add" under Documents, selecting a document category, and clicking "Upload". It also outlines the different types of documents that can be uploaded and who has access to view and upload each type.

    Original Description:

    hr

    Original Title

    5c87e35a3f656c672cd4b520_HR Uploading Documents 030119

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    © © All Rights Reserved

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    The document provides instructions for uploading documents to an employee's profile in Workday, including going to their profile, clicking "Add" under Documents, selecting a document category, and clicking "Upload". It also outlines the different types of documents that can be uploaded and who has access to view and upload each type.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    74 views3 pages

    Uploading Documents: Human Resources Job Aid

    Uploaded by

    Pavan Kumar
    The document provides instructions for uploading documents to an employee's profile in Workday, including going to their profile, clicking "Add" under Documents, selecting a document category, and clicking "Upload". It also outlines the different types of documents that can be uploaded and who has access to view and upload each type.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Uploading Documents

    Human Resources Job Aid

    UPLOADING DOCUMENTS

    NOTE: WORKDAY IS CONSTANTLY UPDATING THEIR TOOLS, SO THIS JOB AID


    MAY NOT REFLECT EXACTLY WHAT YOU SEE IN WORKDAY.
    Uploading Documents

    You can attach documents, such as performance appraisals or disciplinary warnings, to an associate’s profile. See next page for information
    about document categories and who can view them.

    1. Go to the associate’s profile. 4. Drop files onto the gray area or click Select Files to upload them.

    2. Click Personal.

    5. Select a Document Category. Supporting comments are optional.

    3. Click the Add button under Documents.


    6. Click Upload.

    7. Click OK.

    8. Review, then click Done.


    Uploading Documents

    The following summarizes the various documents that should be stored in Workday HCM and who has access to upload and view those
    documents.

    Document Examples/Comments Associates Can... Managers Can... HRBP Can...


    CMP (Final Version) Beginning with FY19 cycle View only Upload and View Upload and View
    Contractual Agreements Non-Compete, Repayment Agreements View only Upload and View
    Departure from Company Resignation Letters, Termination View only Upload and View
    Notices, Severance Agreements, Exit
    Interviews
    Personal Information – Marriage Certificates, Divorce Decrees Upload and View View only
    Legal Name Change
    Policy Acknowledgments Captured in Workday as part of View only Upload and View
    onboarding after Oct. 29, 2018
    Warning / Disciplinary Written Warnings, Suspension Upload and View Upload and View
    Action Notifications
    Employee Performance Commendations, Awards, Customer Upload and View Upload and View
    Complaints, Attendance/Tardiness
    Documents
    Performance Appraisals/ Performance Improvement Plans, CIPs, Upload and View Upload and View
    Evaluation IDPs, 360 Feedback Forms
    Training/Development New Hire Checklists, Training Upload and View Upload and View
    documentation tied to an associate’s
    job performance (such as MA or
    Selector training)
    Recruiting Documents Upload and View
    Vacation Authorization View only View only Upload and View
    Agreements

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