haverford college workday implementation project · haverford college workday implementation...
TRANSCRIPT
Haverford College Workday Implementation Project
Transforming HR, Finance, and Payroll Processes and Systems
November 11, 2016
Project Scope, Timeline & Methodology
Project Overview
Project Goals • Implement a new, user friendly and
effective system to better support all of Haverford’s HR, Payroll, and Finance needs.
• Leverage best practice work processes in order to streamline our day-to-day administrative activities.
3
What is Workday? § Workday is a leading-edge HR/Payroll/Finance system
§ Hosted in the Cloud by Workday § Accessed via a web browser or mobile device § Simple user interface (like Amazon or Facebook)
§ Will replace current HR (ADMIN), Payroll (ADP), and Finance (Kuali) systems
§ Incorporates best practices for Higher Ed § Used by many of our peer insAtuAons
4
Project Scope
5
HCM
Human Resources
CompensaAon
Benefits
Time Tracking
Absence
RecruiAng
Financials Financial AccounAng/
ReporAng
Customer Accounts
Supplier Accounts
Banking & SeJlements
Procurement
Endowments & GiNs
Expenses & Business Assets
Budgets
Payroll
Project Timeline
Report'Current'Telephony'Usage'
Architect'
Test'
Configura7on'&'Prototype'
Post'Produc7on'
Evaluate'On'Premise'Solu7ons'
Evaluate'Cloud'
Solu7ons'
Deploy'
PreAPlanning'
Plan'
May$ June$ July$ August$ September$ October$ November$ December$ January$ February$ March$ April$ May$ June$ July$
August'9th,'2016'Reserva7on'Call'w/'Workday'
July'1st,'2017'Go'Live'
May'16th,'2016'PreAPlanning'Kickoff'w/'SCI'
October'5th,'2016'Formal'Project'Kickoff'with'SCI'
First'Prototype'
December,'2016'Second'Prototype'
March,'2017'Third'Prototype'
March'–'May,'2017'Parallel'Tes7ng'
June,'2017'Gold'Tenant'
Haverford'College'Workday'Implementa7on'Project'
Please'email'ques7ons'to:'[email protected]'
6
Project Objectives – IITS
• Provide a user-friendly system that helps the community accomplish their jobs more easily and effectively.
• Provide flexible reporting tools that better meet college and individual reporting needs.
• Minimize manual processes and manual integrations to maximize time devoted to value added activities.
• Place Haverford within rich communities of practice to ensure good work processes and procedures and enable collaboration.
7
Project Objectives – Finance • Easy access to reports to provide timely and
accurate data for informed decision making • Expense reimbursements via direct deposit • Best practice workflows for faster approvals
and reimbursement • Access to view and adjust payment and tax
elections (paystub and W2) • Practically eliminates need to send paper
forms to the business office
8
Project Objectives – Human Resources • Provide unified streamline service for HR, Payroll,
Benefits, Absence Management, Recruiting, and Onboarding.
• Empower employees with self-service ● Hourly employees enter their Ame online or via mobile ● Request leave (sick, vacaAon, etc.) ● Benefits review and enrollment ● Update your own profile with personal changes
• Enable managers to review and approve employee time and requests.
• Support simplified process for recruiting and hiring
9
Project Scope, Timeline & Methodology
Project Team
Project Team
11
Senior Staff
Project Sponsors
Project Director, Project Manager, and Core Team
FuncAonal Leads
HCM Team Payroll Team Financials Team Ambassadors
Technical Leads Change
Management Team
Change Leaders Change Ambassadors
Workday Council
Change Ambassadors Marta Bartholomew Provost’s Office
Lisa Griffin Provost’s Office Marie Bistline Business Office Bryan Savage FaciliAes Joe Hudgins Housekeeping Pat Callaghan Dining Kerry Lynch InsAtuAonal Advancement
Susan McCabe AthleAcs Wendy Smith AthleAcs John Castrege Security Cheryl Mathes Student Services Joan Wankmiller President’s Office Dawn Heckert Library
12
Contact Us Workday Project Website:
● www.haverford.edu/work
Dedicated Email Address: ● hc-‐[email protected]
13