HR Specialist
The HR Specialist performs HR functions for classified, unclassified, other academic, faculty, transients and WAE employees for their assigned organization(s). HR Specialists have the Recruiting Coordinator, HR Analyst and, if applicable, the Academic Partner Workday security roles.
These security roles provide the ability to process recruiting, hires, compensation, and academic transactions in Workday for their assigned supervisory organizations.
You can also access a quick guide for HR Analyst training on our Community Moodle page.
HR Analyst Training Materials
Graduate Assistant Conversion
- Graduate Assistant Conversion (PDF)
- What to Know Before Hiring a Graduate Assistant (PDF)
- GA Additional Job PowerPoint (PDF)
Summer Research and Teaching
- Summer Research & Teaching Processing WebEx Session (PDF)
Note: This document is from the WebEX session on 5/4/17. - Summer Research & Teaching Processing Questions and Answers (PDF)
Note: This document is from the WebEX session on 5/4/17. - 2021 Summer Research, Teaching, and Term Realignment (PDF)
Online Training Courses
Costing Allocation Online Training Course (Video)
The Costing Allocation Online Training Course is designed primarily for HR Analysts, Student Employment Partners, and Cost Center Managers. It covers costing allocation levels, who performs costing allocations, costing allocation comments, assigning costing allocations for positions vs. workers, updating and reviewing costing allocations, work study and president student aid costing allocations, and maintaining costing allocations.
Create Position
- Create Position - HR Analyst (PDF)
- Create Position for Classified Employee Additional Job (PDF)
- Create Position - Classified - WAE (PDF)
- Create Position - Intern - Paid (PDF)
- Create Position Workflow (PDF)
- Create Position for Gratis Worker (PDF)
- Edit Position Restriction (PDF)
- Edit Position Workflow (PDF)
- Hire of a WAE or Transient (PDF)
Recruiting
- Create Evergreen Requisition (PDF)
- Create Job Position/Requisition - WAE and Transient (PDF)
- Candidate Job Application Routing (PDF)
- Job Application Workflow (PDF)
- Workday Reports for Recruiting and Diversity Metrics (PDF)
Hiring & Employment
- Completing Form I-9 PowerPoint (PDF)
- Edit Pre-Hire (PDF)
- Hire (PDF)
- Hire - Required Attachments on Hire (PDF)
- Hire Workflow (PDF)
- Contract Contingent Worker (PDF)
- I-9 FAQ (PDF)
- Onboarding Workflow (PDF)
- Review Form I-9 (PDF)
- Review New Employee I-9 (PDF)
HCM Core
- Add Additional Job for Classified Employee - Job Aid & Workflow (PDF)
- Add Additional Job – Job Aid & Workflow (PDF)
- Add Job Multi Company – Job Aid & Workflow (PDF)
- Allowance Plans Crosswalk & Workflow (PDF)
- Compensation Actions Quick Guide (PDF)
- Compensation Plans and Costing Allocations (PDF)
- Change Job - Classified Change Job Reason Codes (PDF)
- Change Job - Job Details/Percent of Effort (PDF)
- Change Job - Promotion (PDF)
- Change Organization Assignments (PDF)
- FLSA Conversion – Job Aid & Workflow (PDF)
- Job Continuation (PDF)
- Location Change – Job Aid & Workflow (PDF)
- Location Request – Job Aid & Workflow (PDF)
- Move Worker – Job Aid & Workflow (PDF)
- OTP Crosswalk (PDF)
- One-Time Payment - Job Aid & Workflow (PDF)
- Personnel Management Dashboard (PDF)
- Quickguide for HR Analyst (PDF)
- Reports for HR Analyst (PDF)
- Request Compensation Change (PDF)
- Termination (PDF)
- Update a Visa (PDF)
- Update Employee Education (PDF)
- Workforce Demographics Dashboard (PDF)
Academics
- Academic Dashboard Worklet (PDF)
- Academic Management Worklet (PDF)
- Add Academic Appointment - Professorships (PDF)
- Add Academic Appointment - Emeritus (PDF)
- Add Academic Appointment – New Hire (PDF)
- Update Academic Appointment- Reappointment (PDF)
- End Academic Appointment (PDF)
- Academic Reports (PDF)
- Place Worker on Leave - Academic (PDF)
- Period Activity Pay (PDF)
- Period Activity Pay Guidelines (PDF)
- Period of Appointment Quick Guide (PDF)
- Request Compensation Change - Professorships (PDF)
- One-Time Payment Professorship - Job Aid & Workflow (PDF)
- Reappointment to Senior Instructor (PDF)