To improve services for our current employees and meet the demands of the future, we must update the processes, policies, and technology used to manage the Human Resources functions for all University of Wisconsin System campuses. At present, our complicated HR workflows and systems make it difficult to adapt to the ever-changing requirements of hiring, retaining, and providing benefits to employees.
The goal of ATP’s Human Resources Strategy Team is to streamline and simplify tasks and processes for everyone from job applicants to retirees, as well as our Human Resources staff who support everyone in the System. Efficient business processes will benefit our departments, schools, and universities in areas such as payroll, benefits administration, and time and leave recording.
To make this work possible, the UW has selected Workday, a cloud-based enterprise resource planning (ERP) system, to replace the PeopleSoft-supported Human Resources System (HRS). Workday’s integrated platform will unite all HR functions in a single system and allow us to share information easily between different administrative units and areas, including Finance and Research Administration.
ATP is a people-first project. Our Human Resources Strategy Team has already begun to gather valuable information about current HR practices and future needs. We will continue to involve faculty and staff as we evaluate our processes, policies, and system design, including user experience and accessibility.
What It Means for You
ATP will deliver improvements that will benefit you, your department, and the entire UW System. These are just a few examples.
End Users – Business Support Staff
- Minimal need for repeated data entry with a single Human Resources ERP
- More accurate leave reporting
- Employee training and compliance requirements viewable in a single portal
Division and Department Leadership
- Improved ability to monitor and project payroll expenses
- A consistent and streamlined onboarding experience for all new UW hires
- Improved ability to meet federal workforce compliance regulations
All Faculty and Staff
- A better self-service experience for employees to access, navigate, view, and update all employee benefits, payroll, and leave information
- Fewer top candidates lost due to the length of the recruiting process
Conversations and collaborations across the UW System have helped us identify how we can better serve prospective, current, and retired faculty and staff by modernizing the way we handle HR functions.
Faculty and staff from institutions throughout the System agree that rebuilding these critical policies and processes benefits our most valued resource — our people — throughout their employment with the University of Wisconsin System.
Offering 9-Over-12 Payroll
The new Workday ERP and updates to current policies will provide eligible employees with the option of having their salary spread over 12 months rather than 9. This will provide many benefits, including:
- Payment during the summer months, even if not working
- Benefit deductions spread evenly over 12 months
- Better alignment of tax withholding and deductions with annual salary
Reviewing Existing Policies
In preparation for a new ERP, we are reviewing policies that appear to be unnecessarily burdensome or complex, as well as those that may be impacted by changes in process. The objective of the workgroup is to simplify, streamline, and align policies across the System by:
- Completing an inventory of current policies
- Identifying required vs. self-imposed policies
- Separating policies from procedures
- Flagging current systems used to carry out policies
- Identifying future goals
- Recommending policy changes
Exploring Position Management
We are further defining position management to ensure it supports planning, budgeting, and recruiting. Position management involves identifying the qualifications for and duties of a position to meet a department’s needs. It also includes better alignment between financial data and corresponding positions. Benefits of position management include:
- Greater hiring control for departments
- Better workforce planning
- Retention of position history
- Standardized processes across departments
What We're Working On
ATP is currently in the Architect Stage, and our business process redesign work is progressing. Expand each area below to learn what functions and specific tasks will be explored and evaluated for use in Workday.
We will update this area as our work moves forward. Design plans are expected to be finalized in 2022.
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This end-to-end business process manages all absences from vacation and personal holiday to sick leave and defined leaves of absence, including the Family and Medical Leave Act (FMLA) or military leave.
Redesigning absence management is expected to reduce complexity within several processes, including:
- Entering/approving absence
- Managing leave
- Managing accruals
- Managing banked leave
This Workday process is where we will manage academic appointments and academic affiliate roles. We will also determine if the system will meet the needs of UW System faculty to manage tenure.
This work is aimed at simplifying many processes, such as:
- Managing academic appointments
- Named professorship
- Managing academic affiliate roles
- Managing faculty tenure plan
The end-to-end benefits process manages health insurance, spending accounts, retirement savings plans, and additional benefits. Open enrollment is also managed within this process.
This work is aimed at simplifying a number of benefits processes, including:
- Open enrollment
- Continuation of Health Care (COBRA)
- Affordable Care Act (ACA) compliance
- Managing retirement contributions
- Reporting benefit enrollments to vendors
ATP plans to design a compensation workflow that integrates the job and salary framework established under the Title Total Compensation (TTC) Project into one system.
A redesign of the compensation workflow is focused on simplifying several processes, such as:
- Requesting compensation change
- Requesting one-time payment
- Managing period activity pay
- Managing mass compensation and funding adjustments
- Managing job code structure
Core HR will allow us to store relevant data in one system and make it accessible to the appropriate employees. Standardizing this work will improve compliance, data and reporting, and the overall employee experience.
These activities are part of Core HR:
- Maintaining workforce structures
- Hiring an employee
- Managing worker or job attributes
- Changing jobs
- Managing 9-over-12
- Managing passports and visas
- Monitoring work authorization compliance
This process applies to payroll funding allocation and impacts HR, Finance, and Research Administration.
This work is aimed at simplifying a number of processes, including:
- Entering payroll funding
- Processing retroactive changes to payroll funding
The learning management process will administer and track employee learning. Learning management can be integrated with the talent management and performance management processes, providing employees with clear learning paths that align with their career goals.
You will use the new system if you:
- Manage courses
- Participate in courses
- Manage course administration
This end-to-end process covers the onboarding of new employees, including compliance requirements, benefits enrollment, payroll, and personal data as well as offboarding and reporting capabilities.
We aim to provide consistency and tools to create a positive employee experience during:
- I-9 completion
This process includes calculating and paying earnings to employees, as well as distributing employee and employer benefit contributions and taxes.
These workflows will be updated in the new system:
- Processing check corrections/manual checks
- Managing international tax
- Managing Federal Insurance Contributions Act (FICA)
- Managing taxable fringe
- Processing payroll
- Managing year-end processes
- Managing 403(b) and 457 contributions
- Managing unemployment insurance
People Experience (PEX)
People Experience (PEX) is a Workday function that uses machine learning to support employees by providing recommendations and assistance. PEX helps empower employees to make data-informed decisions or find the right resources or contact to solve problems.
PEX can be applied to these areas:
- Managing KnowledgeBase
- Creating service requests
- Journey paths
The performance management process will track and assess performance and goals. It will also connect with career development, the TTC job framework, and learning management.
Redesigning performance management is expected to reduce complexity within a number of processes, such as:
- Managing goals
- Managing employee performance
- Managing performance improvement plans
- Disciplinary action
The complete recruit-to-hire process offers a streamlined, holistic approach to recruiting and onboarding that will improve the experience for applicants as well as recruiters and hiring managers.
A redesign of recruiting is focused on simplifying many processes, including:
- Managing job requisition process
- Performing recruit-to-hire functions
This process identifies and develops internal talent to replace current leaders who may leave the organization.
The new system will facilitate the work of those who manage succession plans.
Talent management is the end-to-end process through which employee skills and certifications are tracked and talent pools are managed.
Our work to reimagine talent management will reduce complexity around several processes, including:
- Managing talent
- Managing internal talent pools
Time and Labor
This process will improve how employee time is tracked, for both employees and supervisors.
Redesigning time and labor will make it easier to perform several tasks, including:
- Entering and approving time
- Assigning work schedules