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 the

Maintain Collective Agreement Factor Options

task.

Configure the collective agreement factor options for your organization.

Security: Set Up: Collective Agreements
domain in the Staffing functional area.

(Optional) Access the

Create Global Staffing Eligibility Rule

task.

Create eligibility rules for collective agreements.

Security: Set Up: Collective Agreement Rules
in the Staffing functional area.

Access the

Create Collective Agreement

task.

Add a row for each combination of

Classification Factor Values

for 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 Collar	I	1	140
Blue Collar	I	2	145
Blue Collar	I	3	155
White Collar	I	1	140
White Collar	I	2	145
White Collar	I	3	155

If 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 the

Start Date

of the new agreement to 1 day after the

End Date

of the existing agreement.

Security: Set Up: Collective Agreements
domain in the Staffing functional area.

(Optional) Set up Assign Employee Collective Agreement
as a subprocess of the Change Job
business process to update collective agreement and compensation data in a guided view.

Configure the Assign Collective Agreement (Consolidated Template)
initiating action as a step on the Change Job
business process.

Configure Assign Employee Collective Agreement
as a subprocess of the Change Job
business process consolidated template.

Maintain Localization Settings.

Enable the

Collective Agreement: Review

field on the Staffing area.

Security: Set Up: Tenant Setup - Global
in 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

To improve your user experience, Workday recommends hiding the

Eligibility Rule

field if you're not using eligibility rules for collective agreements.

You can hide or require the Worker Profile: Collective Agreement Review Date
field on the Collective Agreement for Current Position Worker Profile functional area to control the display of the

Collective Agreement Review Date

field 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 on Approval
or Review
steps of the Assign Employee Collective Agreement
business 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 Agreement

task to change the terms of an existing collective agreement.

Assign Collective Agreement

task to assign a collective agreement to an employee.

End Collective Agreement Assignment

task to end a collective agreement assignment for an employee.