Steps: Manage Collective Agreements
- Configure these business processes and security policies in the Staffing functional area:
- Assign Employee Collective Agreement
- End Collective Agreement Assignment
- Security: These domains in the Staffing functional area:
- Set Up: Collective Agreements
- Worker Data: Collective Agreements
You can set up collective agreement factors and options to comply with labor laws that apply to your business and employees. You can configure collective agreements as a stand-alone business process or as a subprocess of these business processes:
- Add Additional Job
- Change Job
- Hire
- Termination
You can create eligibility rules for collective agreements to reduce manual effort for assigning collective agreements to employees. You can also schedule collective agreement reviews to streamline the process of monitoring and updating employee collective agreement assignments.
- Access theMaintain Collective Agreement Factor Optionstask.Configure the collective agreement factor options for your organization.Security:Set Up: Collective Agreementsdomain in the Staffing functional area.
- (Optional) Access theCreate Global Staffing Eligibility Ruletask.Create eligibility rules for collective agreements.Security:Set Up: Collective Agreement Rulesin the Staffing functional area.
- Access theCreate Collective Agreementtask.Add a row for each combination ofClassification Factor Valuesfor the classification factors that you want to permit for the collective agreement.Example:Factor 1 (Professional Category)Factor 2 (Level)Factor 3 (Step)Factor 4 (Coefficient)Blue CollarI1140Blue CollarI2145Blue CollarI3155White CollarI1140White CollarI2145White CollarI3155If you created eligibility rules, you can select an eligibility rule for the collective agreement.When you copy an existing collective agreement with an end date, Workday populates theStart Dateof the new agreement to 1 day after theEnd Dateof the existing agreement.Security:Set Up: Collective Agreementsdomain in the Staffing functional area.
- (Optional) Set upAssign Employee Collective Agreementas a subprocess of theChange Jobbusiness process to update collective agreement and compensation data in a guided view.
- Configure theAssign Collective Agreement (Consolidated Template)initiating action as a step on theChange Jobbusiness process.
- ConfigureAssign Employee Collective Agreementas a subprocess of theChange Jobbusiness process consolidated template.
- Enable theCollective Agreement: Reviewfield on the Staffing area.Security:Set Up: Tenant Setup - Globalin the System functional area.
- Add security groups to the Assign Collective Agreement on Collective Agreement Review Date initiating action on the Assign Collective Agreement business process policy to receive the Assign Collective Agreement event on the collective agreement review date.
- (Optional) Hide or Require Optional Fields.Hide or require fields on these tasks and report :
- Assign Collective Agreement
- Create Collective Agreement
- Edit Collective Agreement
- View Collective Agreement
Eligibility Rulefield if you're not using eligibility rules for collective agreements.You can hide or require theWorker Profile: Collective Agreement Review Datefield on the Collective Agreement for Current Position Worker Profile functional area to control the display of theCollective Agreement Review Datefield on a worker's profile. - (Optional) Add Worklets to Business Processes.To display information from your custom reports to help users complete the step, embed worklets onApprovalorReviewsteps of theAssign Employee Collective Agreementbusiness process.
If you configured eligibility rules for collective agreements and an employee is only eligible for 1 collective agreement, Workday populates the
Collective Agreement
prompt on the Assign Collective Agreement
task.Workday displays the
Collective Agreement Review Date
on:
- The Assign Collective Agreement task.
- The End Collective Agreement Assignment task.
- An Employment agreement when you assign a collective agreement to an employment agreement.
- An offer letter when you assign a collective agreement to an offer.
- A Worker's profile.
Access the:
- Edit Collective Agreementtask to change the terms of an existing collective agreement.
- Assign Collective Agreementtask to assign a collective agreement to an employee.
- End Collective Agreement Assignmenttask to end a collective agreement assignment for an employee.