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How to complete onboarding in Workday

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4 views

How to complete onboarding in Workday

Uploaded by

ppc.sodepore
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 23

Onboarding Tasks

You MUST complete your onboarding tasks as they are received in your Workday Inbox.
Read the instructions and
click Submit to begin!
GROUP 1 TASKS

 State Military Preference


 Select whether or not you are a state veteran.
 Direct Deposit Declaration
 State whether or not you will be transferring funds outside of the U.S.
If you are, you will not be able to enroll in direct deposit.
 TRS ISD Onboarding Status
 Select whether you have been enrolled in TRS in the past
 Onboarding Benefits Questions
 Answer the questions related to your benefits eligibility
Direct Deposit Declaration
IF you have answered the declaration question with yes then
you will see the error below. If this happens call payroll at ext
1904 and they will reset it for you.
Insurance and Retirement
GROUP 2 TASKS

 Enter Personal Information


 Preferred Name can be entered in this section.
 Enter Contact Information
 Be sure to enter your PVAMU email in the work section.
 Change Emergency Contacts
 Enter information for your primary emergency contact.
Group 2 Important Points
Significant info that be must be updated/entered and accurate as part of your onboarding:

Legal Name: Must be as listed on your social security card for tax and retirement reporting purposes. Cannot use
punctuation such as hyphens or apostrophes.

Enter Citizenship status: U.S. Citizen, Permanent Resident, Non-immigrant.

Demographic Info: Race, ethnicity, gender, disability status and veteran’s status (Voluntary but strongly encouraged to
complete for federal EEO reporting purposes)

Mailing and Residential Address: Both are required for tax purposes. Punctuation may not be used in the address.

Emergency Contact Info: Needed in the event of a university emergency.


GROUP 3 TASKS

 Enter Social Security Number


 If it is already entered, verify that it is correct.
 Complete Federal Withholding Elections
 Select your marital status and enter your withholding information.
 Manage Payment Elections
 Enter information for your bank for direct deposit.
 Complete State and Local Withholding Elections
 If you entered an address for a state that collects income tax, you will
receive this additional task.
Direct Deposit
Once you have completed putting in your banking information you will
then need to select the bank account you want your paycheck to go to.
Direct Deposit
If you want your pay to go into multiple accounts then you can choose either a
percentage to the accounts or a dollar amount. Examples are below.
GROUP 4 TASKS
 Review Required New Employee Notices
 Review each notice and select “I Agree”.
Enroll in Electronic W-2
 Select “My Tax Documents” to edit the way you receive your W-2.
 Change Self-Identification of Disability
 Select the appropriate option.
 Change Veteran Status Identification
 Select the appropriate option to represent your veteran status.

Once you have completed Group 4, you will complete your Benefit Enrollment options
After Completing Group 4
Add Your Dependents
Before you can add coverage to Dependents, you must
add them in Workday first

14
Add Dependents First
Adding Dependents
» If you cover a dependent on any A&M System insurance plan you
will be asked to verify the eligibility of your dependent(s) by
uploading applicable documentation into HRConnect
(sso.tamus.edu).

» Changes will not be finalized until appropriate documentation is


either uploaded into HRConnect.

» Eligible Dependents include:


˃ Spouse
˃ Dependent children – up to age of 26
˃ Grandchildren must the above criteria as well as be claimed
on your income tax return
Return to your inbox. These slides will
guide you through making your Benefits
Elections

19
You will begin by answering questions
related to Tobacco usage

20
22
Review what you have elected and waived
on this Summary page
Review Information & Sign

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