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Onboarding Job Aid 7.3.2014

This document provides instructions for new hires to complete their pre-hire onboarding tasks in Workday. It outlines 9 steps for completing tasks like reviewing personal information, submitting forms for federal withholding elections and I-9 verification, setting up direct deposit, uploading a photo, adding emergency contacts, and reviewing additional documents. It describes the interface and navigation in Workday and provides details for completing and submitting each required task.

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lp419
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190 views

Onboarding Job Aid 7.3.2014

This document provides instructions for new hires to complete their pre-hire onboarding tasks in Workday. It outlines 9 steps for completing tasks like reviewing personal information, submitting forms for federal withholding elections and I-9 verification, setting up direct deposit, uploading a photo, adding emergency contacts, and reviewing additional documents. It describes the interface and navigation in Workday and provides details for completing and submitting each required task.

Uploaded by

lp419
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Onboarding Pre-Hire (All About Me)

Getting Started
Workday is the name of the product that supports the SunTrust New Hire Onboarding Resource
Center.
You will receive an email from [email protected] within a few days that will contain
your SunTrust Workday login and password for the SunTrust New Hire Onboarding Resource Center.
This job aid will provide you with the steps required to complete your pre-hire tasks.
If at any time you experience issues with completing a task or have questions, contact the Talent
Acquisition Support Center at 1-877-891-2510, from 8:00 AM to 5:00 PM (Eastern Standard Time)
Onboarding pre-hire
Step
1.

Action
Login to Workday using the link and login information received via email
When logging in to Workday for the first time, a startup screen will display. This
screen describes the components of the application header that remains at the top
of every page you visit in Workday. The components are:

Main menu icon (Navigate through Workday).

Search bar (Search)

Workday logo (Click to navigate to home


landing page)

Your name and photo icon (Profile)

Inbox icon (Access action items and


notifications).

Click Lets Get Started to access the All About Me landing page.
2. From the All About Me landing page, click the Lets Get Started button.
Click the Getting Started button.
Click the Take Me There button.
Note: After clicking on Take Me There, click on More to view additional
information. You must click on the dialogue box for it to go away. Clicking inside the
box will not work.
Result: The Onboarding page displays with three sections: Your Onboarding Checklist,
New Hire Checklist, and Our Company Experience.

Workday | Approve Time in Workday (My Team) | 1

Onboarding Pre-Hire (All About Me)


Step
3.

Action
Review the pre-populated information on the form for correctness. To edit, or add
information, click the Enter Information icon (pencil and paper icon) to the right of
the field. Correct or enter appropriate information for the first time.
Note: You will need to complete the Disability, Military Service sections, provide home
contact information as well as marital status and citizenship information.
As a result of completing the Disability and Military Service sections you will be
required to print, complete and submit the following forms. Details for submittal can
be found on the forms.

4.

Voluntary Self-Identification of Disability

Self-Identify as a Protected Veteran

Click Submit.
Result: A confirmation that the transaction was successful displays along with the
Details and Process. A check mark appears to the left of each task on the Actions tab
as they are completed.

5.

Click Done.

6.

Click Refresh.
Result: A list of additional tasks to be completed is displayed on the Actions tab.

7.

The following is a list of additional tasks that must be completed as part of the
onboarding process. Once you have entered the required information for each task, do
the following:

Click the Submit button.

Click Done to proceed to the next task on the Actions tab.

Note: Tasks may not appear in the exact order shown below.
Task

Direction

Complete Federal
Withholding Elections

Withholding Elections form displays with


some fields pre populated. Complete the
form as applicable and check the I Agree
checkbox to certify your entries.
Click the Open button to go to the next
task, the I-9 form.

Workday | Approve Time in Workday (My Team) | 2

Onboarding Pre-Hire (All About Me)


Step

Action
Task on the Actions tab, continued.
Task

Direction

I-9 Form

Complete the I-9 as instructed on the form. Check


the I Agree checkbox to certify the entries. Click
Submit. Click Done.
Note: As mandated by Federal Law, SunTrust must
review proper identification establishing your
eligibility to work in the United States. SunTrust
requires that you provide this identification on the
first day of employment. Click the link on the I-9
form to review the List of Acceptable Documents.

Set Up Direct
Deposit

Click the Add Payment Elections button to enter


payment election and bank account details as
indicated for direct deposit. Click OK. Click Submit.
Click Done.

Upload My Picture

Click the Change My Photo button to begin


uploading a professional photo. Click Attach to
browse for your photo. Click Submit. Click Done.
Click Select to go to next task in the list.

Add Emergency
Contacts

Click Change My Emergency Contact. Enter your


emergency contact information. Click Submit. Click
Done.

Review Documents

Click the PDF link to access the Work Opportunity


Tax Credit Eligibility form. Print and complete the
form.
Click the PDF link to access the SunTrust Discovery
Locations/Directions.

8. Next Steps: View the Inbox to ensure there are no open tasks.
If there are open tasks on the Actions tab, complete them now.
If there are no open tasks on the Actions tab, congratulations, you have completed
your pre-hire action items.
Click the Workday Icon at the top of the page to review the All About Me page.
9. To sign out, click on your name in the upper right hand corner of the page.

Workday | Approve Time in Workday (My Team) | 3

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