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Human Resources & Payroll

Onboarding - Managers

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Onboarding Set Up Task

  1. Once an employee is hired in Workday, you will receive an Onboarding Setup task in your My Tasks Inbox. Navigate to your My Tasks Inbox by clicking the icon in the top right-hand corner of your Workday Homepage, or from the Awaiting Your Action section in the middle of your Workday Homepage.
  2. Click the Onboarding Setup task to open its details on the right-hand side of the screen. The welcome Message, People to Meet and Helpful Contacts will appear on the new hire’s Onboarding dashboard.
  3. Review the automatically populated welcome Message and modify it as you see fit.

  4. There will be employees automatically populated in the People to Meet section. You can remove employees by clicking the X Icon () and add employees by clicking the

    Menu icon () then typing the employee’s name into the Search field.

  5. Check the Notify box to notify the employees that they are the new hire’s People to Meet.
  6. Follow the same steps as above to update the Helpful Contacts section.
  7. Once your review and modifications are complete, click Submit at the bottom of the page. You will then have access to the tasks in the Manager Onboarding Tasks section below.

 

Additional Manager Onboarding Tasks

  1. After an employee is hired, you will be required to complete specific Manager onboarding tasks from your My Tasks Inbox. Navigate to your My Tasks Inbox by clicking the icon in the top right-hand corner of your Workday Homepage, or from the Awaiting Your Action section in the middle of your Workday Homepage.
  2. In your My Tasks Inbox, you will see the following onboarding tasks:  
    1. Discuss Goals and Expectations with New Hire (Only available once New Hire starts day 1)
    2. Complete Hiring Manager Experience Survey for New Team Member (US New Hires only)
    3. Submit Medline User Setup Form for New Hire/Internal Transfer/Contingent Worker
    4. Review Medline Hiring Manager Onboarding Resources
    5. Your New Employee Started Today (Only available once New Hire starts day 1)
  3. With the exception of onboarding tasks a) and e) above, the tasks do not have to be completed in any particular order. For this example, we will begin with the user setup form task. Select Onboarding – Submit Medline User Setup Form for New Hire/Internal Transfer/Contingent Worker. Next, click on the IS User Setup Form and fill out all required details to begin set up for email, hardware, software, system access and telephone. Once complete, click Submit to continue.
  4. Next, complete Onboarding – Review Medline Hiring Manager Onboarding Resources. Click on the available link in the task and review the Medline Manager Onboarding Resources to ensure your new hire has everything needed to ensure a smooth onboarding experience. Once complete, select Submit to proceed.
  5. Next, and this step is only applicable if they are a new hire in the US, complete Onboarding – Complete Hiring Manager Experience Survey for New Team Member. Select the Survey Link in the task and fill it out. Once complete, click Submit to continue.
  6. From here, all onboarding tasks should be completed. Once the new hire starts on day 1, you will be prompted by another task called Onboarding – Discuss Goals and Expectations with New Hire. This is an optional task. If you wish to Add a Goal to Employee, click the button. Otherwise, click Submit.
  7. If you select Add a Goal to Employee, you will be prompted to Create a New Goal or Copy an Existing Goal for this employee. Next, assign the goal to the Employee. Search for the New Hire under Employees. Select OK to proceed.
  8. If you select Create a New Goal for an employee, enter the Goal in the text box. Next, you can add additional information in the Description and Weight fields and indicate a Due Date. Select Add to add more than one goal. Once complete, click Submit.
  9. Next, go back to your My Tasks Inbox and click Submit in the Onboarding – Discuss Goals and Expectations with New Hire task to complete it.
  10. In addition, on day 1, you will receive a “Your New Employee Started Today” task. This task is intended to confirm if the New Hire has started work that day. If they have started on their first day, click Submit to confirm. If they did not show up or are no longer starting that day, click Report No Show to initiate the No Show Process.
  11. If you select Report No Show, you will be prompted to enter the Worker’s name. Click Ok to proceed to remove them from the system and complete the No Show Process.

 

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