ONBOARDING FLOW CHART - Santa Clara University

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Onboarding:Completing Onboarding tasks: QAL / SALNEW HIREONBOARDING FLOW CHARTUpon hire, 9 tasks will populateEmployee’s Inbox:1.2.3.4.5.6.7.8.9.Personal InformationHome ContactEdit Government IDsComplete Federal WithholdingElectionsPayment Election EnrollmentVeteran Status IdentificationDisability Self-IdentificationSexual Harassment Training –EEO/Title IXReview DocumentsONBOARDINGCOMPLETEDean’s Office:Click theREFRESHbutton toload moretasks.Employee’s Inbox:1. Complete I-9 form2. EmergencyContactsEmployee’s Inbox:1. State and LocalWithholding Elections2. Review Documents1. Verifies I-9documentsà Documents tobe verified inperson within 3days ofappointmentstart dateFollowing taskswill populate yourinboxON OR AFTERthe hire dateYour screens and processes may vary from this document. Confidential 2022 Workday, Inc.1rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SALNEW HIREOnboarding tasks will be found in the Inbox.1. Click the Go to Inbox link.2. To begin, there will be 9 tasks that can be completed in any order.Click Submit.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.2rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL3. Personal Information: complete the required sections. Click Submit.NEW HIRE4. Home Contact: complete the required sections. Click Submit.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.3rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL5. Edit Government IDs: click the icon to create a row in the NationalIDs section. Enter the information for the Social Security Number.Click Submit.NEW HIRE6. Complete Federal Withholding Elections: Complete the requiredsections. Mark the “I Agree” box. Click Submit.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.4rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL7. Manage Payment Elections: select Direct Deposit or Manual Checkand complete required fields. Click Submit.NEW HIRE8. Change Veteran Status Identification: complete the requiredsections. Click Submit.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.5rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL9. Change Self-Identification of Disability: complete the requiredsections. Click Submit.NEW HIRE10. Sexual Harassment Training – EEO/Title IX: this task is anacknowledgement. Actual training is to be completed outside ofWorkday. Click the Submit button to acknowledge.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.6rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL11. Review Documents: Review each section on this page. You candownload the documents and review.NEW HIRE12. Click the Refresh button to load additional tasks.** Staff Policy Manual 311 Acknowledgment: Click “I Agree”.Download document. Sign it. Upload signed document in spaceprovided. Click the Submit button.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.7rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL13. Complete Form I-9: Complete the required fields. A representativefrom the dean’s office will contact you to coordinate a time for youto provide documents for employment eligibility verification.NEW HIRE14. Change Emergency Contacts: complete the required sections.Click Submit.** The I-9 form needs to be verified within 3 days of hire.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.8rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL15. At this point, your inbox is empty. The dean’s office has receivedthe notification of the I-9 form completion. A representative willreach out to schedule a time to verify the I-9 documents.NEW HIRE17. Review Documents: Review the sections on this page. Documentscan be downloaded and reviewed. Click the Submit button.16. Once the I-9 documents have been verified, two additional tasks willpopulate your inbox.Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.9rev 4/28/22

Onboarding:Completing Onboarding tasks: QAL / SAL18. Complete State and Local Withholding Elections: complete therequired sections. Click the OK button.NEW HIREComplete the required sections. Click the Submit button.NOTE: This form is ineligible to be completed until your hire date.You will receive an error message when trying to submit this form ifbefore your hire date. The hire date will depend on yourappointment letter.YOU HAVE COMPLETEDONBOARDING!Your screens and processes may vary from this document. Confidential 2022 Workday, Inc.10rev 4/28/22

Onboarding: Completing Onboarding tasks: QAL / SAL NEW HIRE Your screens and processes may vary from this document. Confidential 2022 Workday, Inc. 2 rev 4/28/22 Onboarding tasks will be found in the Inbox. 1. Click the Go to Inbox link. 2. To begin, there will be 9 tasks that can be completed in any order. Click Submit.