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WorkCyte News is a series of communications to help faculty and staff in the Division of Academic Affairs learn more about upcoming improvements to software and business processes. For more information on the WorkCyte initiative, visit www.workcyte.iastate.edu.
This month’s edition features a rundown of things we’ll be doing differently in Workday, including things that we’ll stop doing, so we can maintain our focus on Iowa State’s mission.
Business process update
As we mentioned briefly in the September issue of WorkCyte News, the transition to Workday will help improve Iowa State’s business processes. Hundreds of common processes have been analyzed over the last two years to see how they “map,” or fit with Workday. In most cases, Workday allows us to redesign and streamline these processes, saving time and effort for faculty and staff.
A few examples from the Human Capital Management (HCM) module:
- The time to create a new position will be reduced from four weeks to one day. The recruit-to-hire cycle will also be enhanced with real-time tracking of candidates through the process.
- Job changes will be completed entirely online, with fewer approvals needed.
- Lump sum payments for activities such as teaching an extra class will be streamlined, increasing not only greater efficiency, but also greater standardization and transparency.
- Tracking employee absences through the Family and Medical Leave Act will be significantly easier, and the use of Excel spreadsheets will be eliminated.
And a few more from Finance and Research Administration:
- Funding approval for major purchases will occur before requisitions are released, eliminating the need for multiple approvals, and ensuring allowability and accuracy.
- Effort reporting (think EASE forms) will be completed in Workday, eliminating paper reports, and dramatically reducing the number of employees who need to certify their effort.
- Data on externally funded grants and contracts will be available on a Workday dashboard.
These may seem like small changes but – added together – they will free up our time to work on projects that more directly impact Iowa State’s mission, whether it’s teaching, advising or supporting students; conducting research that addresses local and global challenges; and sharing our knowledge across the Iowa’s 99 counties.
Improved Service Delivery: How it looks in practice
In case you missed it, the November 8 edition of Inside Iowa Stateincluded a great articleon efforts in the College of Liberal Arts and Sciences to create specialists in HR and finance consistent with the principles of Improved Service Delivery.
Improved Service Delivery update
The biggest WorkCyte development in the last month has been the unveiling and discussion of proposed Improved Service Delivery models for human resources and finance. Feedback on the proposed models, gathered from open forums and comments submitted on the WorkCyte website, will be considered as the university makes a final decision in the coming weeks.
One frequent question we hear is, “Do we really need to do this?” Answer: yes. Improved Service Delivery, as the name implies, will improve HR and finance services across campus. The new structure makes the best use of talented employees to serve Iowa State’s mission by:
- Moving from generalists to specialists;
- Implementing common policies and procedures, which will generate more consistency across units, colleges, and departments;
- Providing advanced training in Workday to improve the speed and accuracy of our work;
- And cross-training to better manage workloads at peak times, and provide back-up to employees for vacations, conferences, and other times away from the office.
The transition to Workday is a big part of the equation. Workday will help us work more efficiently and effectively, in ways that have not been possible before, due to the limitations of our current IT systems. For example, the assignment of “security roles” within Workday integrates well with the goals of Improved Service Delivery – addressing who performs HR and finance actions and streamlining these processes so that fewer touchpoints are needed.
Another question we hear often goes something like this: “Does ImprovedService Delivery mean we’re notdoing a good job today?” And that answer is a resounding “NO.” Just because we can be more effective in the future doesn’t mean we aren’t effective today. There is always room for improvement in every aspect of Iowa State’s mission. A few examples from Academic Affairs:
Faculty continually review their courses to improve student outcomes. A recent redesign of pre-calculus courses by the Math department cut the DFW rate (the percentage of students who earn a D or F, or who drop the course) from 65% to 17% in five years, a 73% reduction.
We also do projects with companies who help us streamline our processes. A recent collaboration between Boeing and the Graduate College reduced the program of study approval process from 82 steps to 18, and from 252 days to only 26.
Boeing is also helping the university redesign the onboarding process for new students, and Vermeer Corporation is working with the Office of the Vice President for Research to streamline the pre-award grant process.
For colleagues who currently have HR and/or finance as part of their job duties, it’s only natural to feel anxious about Improved Service Delivery, and how it might affect your role on campus. Please keep in mind that the approval of a new model is only the first step in the process – there will be much more information to come – including individual conversations with staff impacted by the initiative – and we will keep you up to date as decisions are made.
For more information …
An additional open forum to discuss Improved Service Delivery will be held Thursday, October 25, from 9:30-11 a.m., at the Lee Liu Auditorium in Howe Hall. The event will feature Pam Cain, interim senior vice president for University Services and chief financial officer; and Kristi Darr, interim vice president for University Human Resources; discussing the finance and HR proposals in greater detail.
Look for more information on WorkCyte each month through this newsletter. You can also read more about the initiative in Inside Iowa State, and on the project website: www.workcyte.iastate.edu.
Nine months. That’s how much time is left before Workday, Iowa State’s new cloud-based software system, is launched on July 1, 2019.
Just what is ‘Workday,’ anyway?
In software jargon, Workday is known as an enterprise resource management program, but it might be easier to define Workday by what it replaces: ADIN, Kuali, and Access Plus for HR, payroll and finance processes. (A second Workday product will replace Iowa State’s student information systems in the coming years.)
The transition to Workday is also part of a larger effort, known as WorkCyte, that will both modernize our software systems and redesign the way we do business. WorkCyte also includes Okta, a multi-factor authentication system that provides better protection to accounts and information; and Salesforce, a customer relationship management (CRM) system being used by Admissions for student recruitment; and Improved Service Delivery to, as the name implies, improve how we support colleges and units in areas such as HR and financial transactions. You can find more information on the WorkCyte initiative at www.workcyte.iastate.edu.
What’s so bad about our current systems?
One of the ways that Iowa State has kept costs down is by continuing to patch the software systems that we have been using for the last 40 years – in some cases, since the days when computers became widespread across campus. Continuing to patch our existing systems is no longer feasible. Workday allows us to take advantage of latest technology, including features like self-service and compatibility with mobile phones that we have come to expect from our banks, online shopping outlets, and social media.
The WorkCyte program will also improve and create more standardization around, Iowa State’s business processes. Some of these changes are enabled by Workday (i.e., we couldn’t do it without the software), but in other cases we’re simply taking the time to align our processes with best practices in higher education and industry.
For example, today we request time off in any number of ways, depending on where we work on campus. Workday will standardize this process – getting rid of the paper forms many of us use today – and also allow us to see our vacation and sick leave balances in the same location.
We’ll talk about business process changes in more detail as we get closer to the launch date.
Workday is also a cultural change
The transition to Workday also brings with it two cultural changes in how we do our jobs. The first is a shift to position management, which will be reflected in many of our HR processes. Position management is focused on the relationship between positions, employees, and the organizational structure, and allows us to better track filled, vacant and closed positions. Most of this happens behind the scenes, but fundamentally, it’s creating an organizational structure that matches people with the work that needs to be done in support of Iowa State’s mission.
The second shift is in how finance professionals account for the university’s resources. We’re moving to an accrual accountingmodel that recognizes revenue when it’s earned, instead of when it is actually received, and captures expenses when they are committed, regardless of when the cash changes hands. Again, this is a change primarily for our finance pros, but shifting to accrual accounting will provide a more accurate and complete financial picture, making it easier to manage our resources in real time.