Successful Onboarding

SUCCESSFUL ONBOARDING (WORKDAY)

“WHAT A GREAT BOOKLET TO HELP

US ONBOARD NEW HIRES.” – ASSISTANT LEADER

STAND OUT. FOR GOOD, INC.

WHY DOES SUCCESSFUL ONBOARDING MATTER? o

IT’S THE RIGHT THING TO DO

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ACCURATE PAY & BENEFITS: ACCURATELY ENTERING ASSOCIATE INFORMATION INTO WORKDAY IS ESSENTIAL FOR SEAMLESS PAYROLL AND BENEFITS. IT ENSURES THEY RECEIVE THE CORRECT COMPENSATION, BENEFITS, AND DEDUCTIONS.

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IT PROTECTS THE COMPANY: MANY LABOR LAWS AND REGULATIONS REQUIRE US TO MAINTAIN ACCURATE RECORDS OF ASSOCIATE DATA. BY PROPERLY ENTERING NEW HIRES INTO WORKDAY, YOU ENSURE COMPLIANCE WITH LEGAL REQUIREMENTS.

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IT KEEPS YOUR PEOPLE HAPPY: ENTERING NEW HIRES INTO WORKDAY GRANTS THEM ACCESS TO THE SYSTEM'S SELF-SERVICE FEATURES. THIS ALLOWS THEM TO VIEW AND UPDATE THEIR PERSONAL INFORMATION, ACCESS PAY STUBS AND TAX FORMS, REQUEST TIME OFF, AND PERFORM OTHER HR-RELATED TASKS INDEPENDENTLY.

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IT SAVES YOU TIME: ENTERING ASSOCIATES ACCURATELY INTO WORKDAY REFLECTS OUR COMMITMENT TO PROFESSIONALISM AND ATTENTION TO DETAIL. YOU WILL NOT NEED TO GO BACK AND FIX MISTAKES, WHICH TAKES UP YOUR VALUABLE TIME. A SUCCESSFUL ONBOARDING IN WORKDAY INSTILLS CONFIDENCE IN NEW HIRES, DEMONSTRATING THAT THEIR INFORMATION IS HANDLED WITH CARE.

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STEPS

FROM OFFER THROUGH ONBOARD IN WORKDAY WHEN MAKING THE OFFER, INSTRUCT YOUR NEW ASSOCIATE TO BRING THEIR I-9 DOCUMENTS AND THEIR DIRECT DEPOSIT INFORMATION WITH THEM TO THEIR FIRST DAY OF WORK. SCHEDULE AND PLAN TO COMPLETE ALL ONBOARDING TASKS WITH THE NEW ASSOCIATE AT THE BEGINNING OF THEIR FIRST SCHEDULED SHIFT. (30 MINUTES) ON THE ASSOCIATES FIRST DAY, SIT DOWN WITH THE ASSOCIATE, PRINT AND COMPLETE THE ONBOARDING CHECKLIST (PROVIDED) ON THE DESKTOP VERSION OF WORKDAY IN THE LEADER’S OFFICE. INSTRUCT YOUR NEW ASSOCIATE TO RESPOND TO THE BACKGROUND CHECK INVITATION THEY WILL RECEIVE FROM SUPPORT@TURN.AI. REVIEW YOUR “ONBOARDING OVERVIEW” TO ENSURE ALL NEW ASSOCIATES HAVE COMPLETED THEIR ONBOARDING. RESPOND TO REQUESTS FROM PEOPLE DEVELOPMENT FOR ADDITIONAL INFORMATION IN A TIMELY MANNER.

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REVIEWING

“ONBOARDING OVERVIEW” IN WORKDAY STEP 1 ON THE DESKTOP VERSION OF WORKDAY, TYPE “ONBOARDING OVERVIEW” INTO THE SEARCH BAR.

STEP 2

UNDER “SUPERVISORY ORGANIZATION”, SELECT “MY ORGANIZATIONS”, THEN SELECT YOUR ORGANIZATION. CLICK “OK”.

(ALL NEW ASSOCIATES FROM PAST 90 DAYS ONLY)

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REQUIRED ONBOARDING CHECKLIST LEADER – CLICK ON “REVISE EMPLOYEE HIRE” THIS WILL PROMPT 2 EMAILS TO BE SENT TO NEW ASSOCIATES PERSONAL EMAIL ACCOUNT.

NEW ASSOCIATE – GO TO PERSONAL EMAIL ACCOUNT AND OPEN 2 EMAILS EMAIL 1 HAS EMPLOYEE NUMBER EMAIL 2 HAS PASSWORD TO CREATE EMPLOYEE WORKDAY ACCOUNT

NEW ASSOCIATE – LOG INTO WORKDAY AND CHECK MESSAGES

NEW ASSOCIATE – COMPLETE FIRST SET OF ONBOARDING TASKS 1. PERSONAL INFO

2. CONTACT INFO

3. ADD / EDIT SSN

NEW ASSOCIATE – CHECK MESSAGES IN WORKDAY ACCOUNT (7 NEW)

NEW ASSOCIATE – COMPLETE SECOND SET OF ONBOARDING TASKS 1. NAME PRONUNCIATION 2. PHOTO CHANGE 3. REVIEW DOCUMENTS 4. CHANGE EMERGAENCY CONTACTS 5. PAYMENT ELECTION ENROLLMENT EVENT 6. COMPLETE FEDERAL WITHHOLDING ELECTIONS 7. COMPLETE FORM 1-9

LEADER – COMPLETE “COMPLETE FORM I-9” (PROMPT IN MESSAGES)

NEW ASSOCIATE – COMPLETE BACKGROUND CHECK EMAILED AND TEXTED TO THEM THE NEXT DAY.

LEADER – VERIFY BACKGROUND CHECK WITHIN 1 WEEK

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TOP ROADBLOCKS TO A SMOOTH ONBOARDING INCORRECT DATE OF HIRE

INCOMPLETE TASKS FROM MESSAGES

DIRECT DEPOSIT ERRORS

LEADER FAILS TO COMPLETE I-9

FOLLOW-UP ON BACKGROUND CHECK

SLOW OR NO RESPONSE TO PEOPLE DEPT. REQUESTS

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