How to Use a Human Resources Software

Workday is a big deal. It's like the main hub for HR stuff. Lots of companies use it to manage their people. Knowing Workday is a must if you're in HR. This guide? It’s all about helping you use Workday like a pro. We’ll go from the basics to the more advanced stuff. Using Workday right can make HR way easier and help your company make smarter choices.

Understanding Workday's Core Functionalities

Workday does a ton. HR, hiring, payroll, even finances. But we'll focus on the HR and hiring parts. That's what matters most to HR folks.

1. Human Resources Management

HR management is Workday's heart. Think employee info, company structure, pay, benefits, and how people are doing at work. Let's dive in.

a. Employee Records

Workday keeps all employee info in one place. Need to find someone's record? Here's how:

1. Search for them: Use the search bar up top. Type their name or employee ID.
2. See their profile: Click their name. Boom.
3. Check out the tabs: You’ll see tabs like "Personal," "Job," "Pay," "Benefits," and "Performance." Everything's organized.

b. Organizational Structure

See how your company is organized? Workday lets you do that. Departments, cost centers, who reports to who. All that.

1. Find the org chart: Search for "Organization." Or find the "Organization" thingy.
2. See the big picture: The chart shows who reports to whom.
3. Make changes (if you can): If you have permission, you can add new roles or move people around.

c. Compensation Management

Workday makes pay easy. Salaries, bonuses, all that good stuff. It's all tracked here.

1. Find the pay info: Go to the employee's profile. Click "Compensation."
2. See the history: See how their pay has changed over time.
3. Change the pay (if you're allowed): Need to give someone a raise? Do it here. If you have the access.

d. Benefits Administration

Benefits can be a pain. But Workday helps. Employees can sign up for benefits and manage them here.

1. Find benefits info: Employees can see their benefits in their portal.
2. Sign up: During open enrollment, they can pick their benefits.
3. Manage it all: Update beneficiaries, etc. It's all here.

2. Talent Management

Want to find, grow, and keep good employees? Workday's got tools for that. Performance reviews, goals, and planning for the future.

a. Performance Management

Performance reviews don't have to be a drag. Workday makes it easier to set goals, give feedback, and do reviews.

1. Set goals: Employees and managers work together.
2. Give feedback: Managers give updates to employees.
3. Do reviews: Managers rate employees at the end of the year.

b. Goal Setting

Make sure everyone's working towards the same goals. Workday helps with that.

1. Make goals: Goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.
2. Track progress: See how you're doing.
3. Share goals: Show your boss and coworkers what you're working on.

c. Succession Planning

Who's going to take over when someone leaves? Workday helps you figure that out.

1. Find key roles: What jobs are really important?
2. Find future leaders: Who could step up?
3. Make a plan: Get those future leaders ready!

3. Recruitment

Hiring? Workday can help. From job postings to hiring, it's all here. A must for hiring teams.

a. Creating Job Requisitions

First step: creating the job. Here’s how:

1. Go to Recruiting: Search "Create Job Requisition."
2. Fill it out: Job title, department, description, skills, salary. The works.
3. Get it approved: Your boss needs to say "okay."

b. Posting Job Openings

Get the word out. Post the job to job boards.

1. Find the job: Find the approved job in Workday.
2. Post it: Workday works with job boards. Or post it yourself.
3. Track it: See how the job posting is doing. Manage the applications.

c. Applicant Tracking

Keep track of all those applications! Workday helps you screen and manage candidates.

1. Look at applications: See who applied.
2. Screen them: Who's qualified?
3. Move them along: Phone screen, interview, background check. Keep track of where everyone is in the process.

d. Interview Management

Interviews are key. Workday can help you schedule and manage them.

1. Schedule it: Send out invites.
2. Get feedback: What did the interviewers think?
3. Make the call: Who gets the job?

e. Onboarding New Hires

Welcome new employees! Workday makes it smooth and easy.

1. Start onboarding: Do it right from Workday.
2. Complete tasks: New hires fill out paperwork and learn about the company.
3. Track progress: Make sure everything gets done.

Tips for Effective Workday Usage

Want to be a Workday whiz? Here are some tips:

• Use the search bar: Find things fast.
• Make it your own: Customize your dashboard.
• Learn more: Workday has training resources. Use them!
• Stay updated: Workday is always changing. Keep up!
• Join the community: Connect with other Workday users. Ask questions. Share ideas.

Troubleshooting Common Workday Issues

Having trouble? It happens. Here's how to fix some common problems:

• Wrong info: Tell HR to fix it.
• Can't log in: Double-check your username and password. If it still doesn't work, contact IT.
• Workflow errors: Contact whoever approves the workflow.
• Report problems: Contact IT or Workday support.

Advanced Workday Features

Want to go beyond the basics? Check out these features:

• Workday Prism Analytics: Analyze HR data. See trends.
• Workday Extend: Build your own apps on Workday.
• Workday Studio: Connect Workday to other systems.

The Future of Workday and Human Resources Technology

Tech is changing HR fast. And Workday is leading the way. It’s constantly growing and changing. It’s here to stay!

Conclusion

Knowing Workday is super important if you're in HR. Understand the basics, use the advanced features, and stay updated. You'll be a Workday pro in no time. Remember, check your company's internal Workday resources for specific guidance. Good luck!