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Workday Employee Self Service User Guide

1. 000 Verizon E i i a f A VA f h P F a cw A y Ol l I z J f a i IO j Lo L A Al AA A APAN E 4V lava 7 A New ITEMS 0069868 ry Password fe em Sign in 4 AFNA F aACAAArAN Fol gol Password More Download the free Workday application from your iPhone app store Note the Workday application is now available for android phones Enter the following registration information o Tenant jjill o Web Address https wd5 myworkday com o Proxy set to off To get to My Profile tap on the photo image above your name 58 Page Revised 9 2015 eeeco Verizon 7T 2 50 PM it In My Profile section associates can complete changes to several pieces of personal information e000 Verizon 2 57 PM 7k 7s oy Profile p District Manag Email Oe Manager 4 My Team Managing 13 e Tap the 3 dots in the top right corner L e Tap Persona ee0 0 Verizon 3 03 PM Close Actions Cy Personal 59 Page Revised 9 2015 e You can make the following action changes Change Contact Information Change Personal Information Request Time Off Change Payslip Printing Election and Update Federal Withholding e Note Preferred and Legal name changes are routed to your HR business partner for approval You will need to provide appropriate documentation before system changes will be made e Note We are not using Edit Travel Profile at this time eeeco
2. 9 2015 From the Workday Benefits Worklet you can view the following e Benefits your current elected benefits e Benefit Elections as of Date your benefits at a point in time e Current cost of your elected Benefits per pay period From the Workday Benefits Worklet you can change the following e Benefits e Beneficiaries e Dependents To make changes in Benefits e Click Benefits in the Change column e Select your qualifying Benefit Event Type e Enter the Event Date e Note Enter today s date for Beneficiary and Dependent changes e You will be directed to elect or waive any benefit changes that are allowed by your Benefit Event Type or to the screens to make changes to dependents and beneficiaries Change Benefits FC ES Benefit Event Type Benefit Event Date Submit Elections By Enrollment Offering Types Attachments 0 items Add Dependent Child Birth or Adoption Change Beneficiary Change in Spouse Employment Commuter Transportation Dependent Death Enrollment Offering Types Divorce Domestic Partner Dissolution J_Jill Compassion Fund Election Life Insurance Changes Mariage Other New Insurance Remove Dependent Child Over Age Dependent Residence Change Hasic Life and ADD Dental FSA Dependent Care FSA Health Care Medical Optional childiren Life Optional Employee Life Optional Spouse OF Life vision Voluntary ADD Continue with benefit screens as described in th
3. workday Workday Employee Self Service User Guide Table of Contents WV Cl COINS TONO O Yesa E E E 2 RO SSE O TO e E A Et 3 PCCESSIINS WOKO Voer aa i E N E 5 Login page desktop QUICK Tips SCreen essesseesessersesrersssrersssreesesrersesreesesreeseseeresserresse 6 Home page enspiri eina a E R AE AERE ARA a E E e Ea 7 Navigating the HOME Page cccsssssccccscsssneceecessseaeecescseeceeceseseaeeceseseeeeceeceseeeseeeeeeeseneaees 8 View Profile ICOM 2c sicecsaacccsaanscosenetesaesasacuonsdac niina inana Er EO S aana RaR iadaa RNEER 9 Inbox Icon and Worklet sesssssessssseesssesssreesssersesesesesessseesesesssressseeeseeesseeesesesssreesseeeseeesseeeso 10 Guides and Documents Worklet cccccscseccsssecessecescsesescseseecesaeeceuseeceseeecessaeseesenseesenaes 11 FICC COUNT WV ONIN a retag ce creeencceaseatesanetereumuescutastatarencatactocnsseucodccisatet dacbacsvanadsue eeauteuancatsncessautecs 12 Team Performance Worklet c ccccesscecssssecesssecesssecessnecesseecesceesesceesescenaeesesaeecesseeseseeeeees 13 Personal Information Worklet cccscccssecessseccsssecesssecescseseseesescessescesaeecesaeeceseaeeeeeeceas 15 Benefit Worklet OnbOarding ACTION cccececcecessssseeceecssseceeceseseeeeceecesseaeeceecessaeaeeeees 16 Benefits Worklet Qualifying Event Changes ccccssccccccsesssseceecsssseeeeeeseseeeeceecesesseneees 28 Compassion FUNG a coersinc gece ceo ccenmancenees EEEE E
4. Click Payment Elections under Actions From there you ll be able to add your account information Be very careful when keying your information in Accuracy will ensure no delay in receiving your pay If you are unsure about something please reach out to the payroll department have an account set up now what do I do When you set up your new account there were two check boxes to indicate the Use for Pay Type for the new account If you left those checked you will notice that you now have payment elections for Payroll Payments and Expense Payments If you unchecked those boxes you will need to click the Change Election button for each Pay Type in order to add the new account for direct deposit Once you click Change Election you will need to choose Direct Deposit from the drop down under Payment Type and then choose the account to deposit to Once you click OK you ll see the account is now set up under Payment Elections How do change an existing account If you re looking to change bank account information i e Bank Name or Account Number simply click on the Change Account button in the Accounts section If you re looking to change how much money goes to each account you ll need to click on the Change Election button under Payment Elections Note If you re setting up multiple accounts for depositing your pay the last account listed on the Payment Elections page must be a Balance deposit The deposits will be taken in the order th
5. It will also provide additional information about your employment status job level location and important employment dates Carson VYfeatherby Go Assistant Manager Oma Job Compensation Benefits Pay Time ff Personal Job Details Manager History Support Roles worker History O Es Deal Employee Io 0101287 Organization Ii Supervisory Organization Paula L Bennetti f JOH AS Sistant Manager Business Title Assistant Manager Job Profile AS sistant Manager Ermployee Type Regular Management Level 13 Assistant Manager Time Type Full time FTE 100 00 Location O Hire Date Oar 0r201 4 Original Hire Date Ord Ord 4 Continuous Service Date O2s1 OFr2zo1 4 Wears of Service Time in Fosition Time in Job Profile Job Tab and the Manager History View The Manager History view will be populated with any subsequent supervisor and job changes that occurred after our data carryover date of April 16 2013 It does not include any past history Any changes that occur in the future will be displayed in this location Carson Weatherby Assistant Manager Job Compensation Benefits Pay Time Off Contact Personal Job Details Manager History Support Roles Worker History N Start Date End Date Manager History Manager Managed From Managed To Assistant Manager 02102014 50 Page Revised 9 2015 Job Tab and the Support Roles View This view lists the names of the Workday systems and process administration
6. 2015 03 02 2015 04 06 2015 Supporting Documents From the Time Off Worklet you can view the following if applicable e Time Off Avaliable Balances e Time Off Time Off Adjustments tab Your paid time off taken by week type and hours Time Off Adjustments Balances as of Current Date Balances Tracked in Hours 6 items Time Off Plan Unit of Time Time Off Paid Year As of Period To Date Time Off Paid in Period Ending Period Balance Ending Period Balance Including Pending Events Accrued in Period Carryover Forfeited in Period Accrued Year To Date Beginning Period Balance Beginning Year Balance 03 01 2015 03 07 2015 Weekly Personal 0 32 0 32 0 0 0 32 32 Vacation Salary Retail 28 202346 3 856188 13 846158 32 55 5 55 5 13 846158 Total 13 846158 32 55 5 55 5 13 846158 13 846158 Revised 03 01 2015 03 07 2015 Weekly 03 01 2015 03 07 2015 Weekly 35 Page 9 2015 Time Off Balances as of Current Date tab Allows you to view your paid time off balances as of today Time Off Adjustments Time Off Balances as of Current Date Time Off Adjustments 46 items Date 05 18 2014 Day of the Week Sunday Type Sick 05 18 2014 Sunday 05 25 2014 Sunday Sick 06 08 2014 Sunday Sick Personal Adjusted Unit of Time 5 5 Hours 2 Hours 3 75 Hours Hours e Time Off Balance Allows you
7. 59 items Performance Review Manager Rating Employee Rating Period Start Date Period End Date 2013 Performance Review 0 f 3 02 02 2013 02 01 2014 2012 Performance Review O f 01 29 2012 02 02 2013 2013 Performance Review e 02 02 2013 02 01 2014 2012 Performance Review 01 29 2012 02 02 2013 2011 PerformanceReview J 01 30 2011 01 28 2012 2013 Performance Revew ssi 02 02 2013 02 01 2014 2012 Performance Review f 01 29 2012 02 02 2013 2011 Performance Review 0 e 01 30 2011 01 28 2012 2013 Performance Review sig 02 02 2013 02 01 2014 2013 Performance Review 0 f 02 02 2013 02 01 2014 2012 Performance Review 0o f 01 29 2012 02 02 2013 2011 Performance Review C f 01 30 2011 01 28 2012 2013 Performance Review 02 02 2013 02 01 2014 Worker 14 Page Revised 9 2015 Personal Information Worklet Contact Information About Me Personal Information Addresses Emergency Contacts Email Addresses Legal Name Address Changes Preferred Name Name More 0 Phone Numbers Worker Documents Personal Less 2 Information From the Workday Personal Information Worklet you can perform the following changes actions Contact Information Change Personal Information Change Note Marital Status changes could have benefits implications therefore your change request may be routed to the Benefits Department or create a benefit action for you to complete Emergency Contact Change
8. Notifications Notifications are just that notifications of completed business processes To delete Notifications click on the down arrow and click Mark All as Read Favorites currently not in use W Drive currently not in use My Account Change Password Change Preferences Manage Password Challenge Questions currently not in use Sign Out sign out of Workday 9 Page Revised 9 2015 Worklets on the Home page Inbox Worklet When clicking on your Inbox Worklet it opens full screen with the first action to be completed already open on the right side of the screen The Inbox contains an Action tab and an Archive tab Actions are business processes that require your approval number of pending actions are noted by the orange number in the circle on the Worklet Archives is a list of completed business processes from the past 30 days Inbox Revise Employee Hire Denise K Smith 3043 South Shore Plaza Viewing All Sort By Newest 1 hour s ago Effective 02 18 2015 Actions 1 Archive i4 Hire Denise K Smith 3043 South Shore Plaza NOTE the hire date is the first day of work start date for the new employee Hire Date 02 18 2015 fF Reason x Hire Employee gt New Hire Job Details Employee Type Regular Job Profile Sales Associate Time Type Part time Location 3043 Southshore Plaza Pay Rate Type x lt Hourly Additional Information Job Title Sal
9. Off Plan Unit of Time Beginning Year Balance Balance Period Vacation Salary Hours 28 202346 Retail 01 04 2015 01 10 2015 Weekly 01 11 2015 01 17 2015 Weekly Vacation Salary Hours 28 202346 Retail Accrued Year To Date 3 076924 4 615386 Time Off Paid Year To Date Beginning Period Balance 25 990808 25 52927 Accrued in Period 1 538462 1 538462 Time Off Paid in Period Carryover Forfeited Ending Period in Per 0 25 52927 0 22 317732 Ending Period Balance Including E in Pending Events 25 52927 22 317732 Revised 36 Page 9 2015 Pay Worklet External Links Withholding Elections State Withholding Forms Payment Elections IRS Withholding Calculator More 0 Payslips Payslips 07 31 2015 Period End 08 01 2015 My Tax Documents 07 17 2015 Period End 07 18 2015 Total Compensation 07 03 2015 Period End 07 04 2015 Bonus amp One Time Payment history 06 19 2015 Period End 06 20 2015 Reimbursable Allowance Plan Activity 06 05 2015 Period End 06 06 2015 More 0 More 0 Actions grid From the Workday Pay Worklet you can perform the following actions changes Withholding Elections You can change your Federal and State tax elections in this area Currently you are unable to change State or Local elections within Workday The appropriate form will need to be printed filled out and faxed to t
10. Verizon 4 08 PM lt Personal Change Contact Information Change Personal Information Change My Preferred Name Change My Legal Name Request Time Off Change Payslip Printing Election Update Federal Withholding el Profile 60 Page Revised 9 2015 Frequently Asked Questions ESS amp Benefits What is my Workday User name and password Your User Name is your Employee ID which your Manager entered on the Workday New Hire Onboarding Quick Start Form on your first day of work Your Employee ID Emp ID can also be found on your paycheck or on your associate discount card On your discount card is the seven digits which appear after the 99 xxxxxxx in the upper left on the card Your initial Workday password follows the below cadence o Last 4 digits of Employee ID e g 9260 o aaa o 00 o Example 9260aaa00 You will be prompted on your first login to change your password Your new password must be at least 6 characters in length and must have at least 1 number and 1 lower case alpha character How do access Workday You may login to Workday from any computer with Internet access through a supported browser ex Google Chrome using your login and password information What can I do in Workday by clicking on the various Worklets View and change your name address phone number and emergency contact information View payslips compensation and job information View and change withholding electi
11. associates Carson Weatherby Assistant Manager Job Compensation Benefits Pay Time Off Contact Personal Job Details Manager History Support Roles Worker History 25 items Assignable Role Worker Role Enabled Benefits Partner Eric Salamon 3211 Old Mill District Paula Malley Sharon L Whitham Compensation Partner Deborah J Clapp 3211 Old Mill District District Manager Kelsey Garka 3211 Old Mill District Expense Analyst Andrew S DuBois Robin L Tautkus Stacey E Hough Zachary F Youssef Jill Acquisition LLC Job Tab and Worker History View This view will be populated with all completed business process that occurred after our data carryover date of April 16 2013 and do not include any past history Any changes that occur in the future will be displayed in this location Carson Weatherby Assistant Manager Job Compensation Benefits Pay Time Off Contact Personal Job Details Manager History Support Roles View Worker History by Category KS 6 items E y Worker History Business Process Effective Date Contact Change Carson Weatherby 02 10 2014 Onboarding for Carson Weatherby 02 10 2014 Hire Carson Weatherby 02 10 2014 Legal Name Change Carson Weatherby Preferred Name Change Carson Weatherby ID Change Carson Weatherby Initiated On 02 10 2014 03 36 17 PM 02 10 2014 03 36 17 PM 02 10 2014 03 35 01 PM 02 10 2014 03 36 17 PM 02 10 2014 03 36 17 PM 02 10 2014
12. have been entered Enter the percent s for each and click on the circle next to Primary Percentage or Contingent Percentage e Note Both Primary and Contingent values need to add up to 100 e Click Continue Change Benefit Elections New Hire for Carson J Weatherby Step 4 of 6 c e Event Date Total Employee Net Cost Credit 03 10 2015 513 29 Monthly Cost Initiated On 03 10 2015 Submit Elections By 04 08 2015 7 second s ago Effective 03 10 2015 You will need to assign a beneficiary to each elected life insurance plan Beneficiary Designations Benefit Plan Provider Website Requires Beneficiaries Beneficiary Beneficiary Primary Percentage Con Basic Life and ADD Sun Life Financial Sun Life ral Employee Financial William J Weatherby Primary Percentage 100 i Contingent Percentage Save for Later Cancel 24 Page Revised 9 2015 Employee Assistance Plan EAP e All associates are enrolled in J Jill s employer paid EAP e This plan is a benefit for all part time and full time associates and is of no cost to the associate and cannot be waived e Click Continue Change Benefit Elections New Hire for Carson J Weatherby Step 5 of 6 c P we Event Date Total Employee Net Cost Credit 03 10 2015 513 29 Monthly Cost Initiated On 03 10 2015 Submit Elections By 04 08 2015 7 second s ago Effective 03 10 2015 You are automatically enrolled in th
13. have elected requires Evidence of Insurability EOI the coverage will not be in place until you ve completed EOI and received approval 3 You understand that your benefit elections will be effective as of your eligibility date or the date of your qualifying event through December 31 of the plan year 4 You understand that this authorization is irrevocable for the plan year unless you have a qualifying event as explained in the plan materials 5 You have been informed that Benefit Summary Plan Descriptions are available on AskJill StoresNet and guides and documents on your Workday home page This completes the Onboarding Benefit Elections action for a full time new or rehired associate 27 Page Revised 9 2015 Benefits Worklet Benefits Qualifying Event Changes If you have a life event or job change that affects your benefit eligibility status you will need to review those changes and make any new elections if applicable Examples of life events include Marriage Birth or Adoption or Change in Spouse Employment For these qualifying events you will need to go to your Benefits Worklet and click Benefits under the Change list Note A job change from part time to full time status will automatically prompt a benefits election event for you Benefits View Benefit Elections Beneficiaries Benefit Elections as of Date Dependents Retirement Savings Current Cost 28 Page Revised
14. in your Inbox action tab for the entire duration of your absence Once your delegation is approved by HRIS your actions will be routed to your delegate for approval Notifications of these and all actions will be listed in the Notifications drop down of your View Profile icon e Click on your View Profile icon e Click on View Profile Home Inbox Notifications Favorites W Drive My Account 41 Page Revised 9 2015 e Click on the orange related actions button next to your name e Select Business Process from Available Actions e Select My Delegations Available Actions ta O e TE District Manager Benefits District Manager Business Process My Delegations as lt Doae ma af Expenses Job Compensation Payment Work Address Job Details Manager Histo y Payroll Personal Data Job Details Talent Employee ID 0099717 E o Time and Leave Organization Jill Superisol Workday Account Position District Manage Worker History Business Title District Manage Job Profile District Manage Favorite Employee Type Regular ies Job Management Level 10 Disinci Mary Organization Store Operations amp Field Management Region 1 TaT pE FA AE Business Title District Manager MAE EREA Location 9 District 01 ry P eer Time in Position 1 76 Hire Date 05 20 2013 Original Hire Date 05 70 2013 i e Click Manage Delegations My Delegations For et Current Delega
15. need to add the dependents to be covered e Click on the post it note icon in the Enroll Dependents column e Click Create e Click Add My Dependent From Enrollment e If you wish to use your new dependent as a beneficiary click the circle next to Yes otherwise click No e Click OK Add My Dependent From Enrollment Carson VVeatherby Lise your new dependent as a beneficiar Cancel 19 Page Revised 9 2015 e Enter all dependent information in fields noted with a Add My Dependent From Enrollment Name Personal Information Country United States of America 5 Relationship searct lf eae Date of Birth Pretix AQE First Mame Gender Widdle blame Citizenship Status Last Mame Full time Student Sufix Student Status Start Date Student Status End Date Disabled Mational IDs Click the Add button to enter one or mare Mational Identifiers for this dependent Add Address Phone amp Email Use Existing Address 9 125 Main Streetforc Use Existing Phone x 1 603 6663687 for lt Country Linited States af America County Phone Code Wnited States of America 1 Area Code BOS Address Line 1 125 Main Street Phone Murmber BRA SHET Address Line 2 Phone Extension ity tilton Email 4ddress State Mew Hampshire Postal Code O32 76 County e Inthe National ID s section click Add e Enter Social Security s for depen
16. one email alert at 8 00am daily o Immediate you will receive an email notification when the action comes through o No Email you will not receive an email notification Notification Delivery Preferences 10 tems Notification Type Email Frequency Anniversaries No Email Sorry this field is not search enabled Daily Digest Approvals No Email Birthdays No Email Immediate Comment Notifications No Email No Email Custom Business Process Notifications Immediate Integrations No Email Scheduled Future Processes No Email Scheduled Report Completion No Email pC f maske No Email r LLL O lMlMM a M To Dos No Email e Click OK e Click Done 48 Page Revised 9 2015 Additional Information Job amp Compensation You can access your Job and Compensation information from the home page by clicking on your Profile icon and clicking View Profile Home Inbox Notifications Favorites WW Drive My Account gt This will take you to the view which includes the following tabs Job Compensation Benefits Pay Time Off Contact and Personal 49 Page Revised 9 2015 Job Tab and the Job Details View This view provides you with important information about you and your job at J Jill This is where you will access your Employee ID the organization that you belong to within J Jill and the current job title on your official record
17. to the far right of the Primary Email row e Enter or edit email address information e Click Submit e Click Done Change Contact Information Carson Weatherby Review your contact information and enter any changes or additions Home Contact Information Primary Address Address 123 Main Street Tilton NH 03276 Usage Visibility Private Additional Address 4 Primary Phone Phone 1 603 2666666 Mobile Additional Phone 4 Primary Email Address cweathers15 aol com Details Undo Vv Additional Email 4 Work Contact Information Business Location Address 250 Granite St Space 1065 Braintree MA 02184 Alternate A Save for Later Cancel Primary Work Location Current work location is business location 47 Page Revised 9 2015 Step 2 Setting up your Email Notifications e Click on your Profile Icon e Click My Account Carson VVeatherby Carson Weatherby wiew Profile Horne Imbo Motifications Faworites VW Drive MWiy Account e Click Change Preferences X Why Account Change Password Change Preferences G Manage Password Challenge Clues trons e Scroll down to the Notification Delivery Preferences section and select a notification type in this example we have selected Tasks e Inthat row click on the post it note to the right of No Email and you will have three Email Notification Settings o Daily Digest you will receive
18. total year 1 000 00 Provider Website Sentinel Group How much do you want to contribute per paycheck Weekly 28 57 Your contribution Monthly 123 80 FSA Dependent i Your number of remaining payroll deductions for the year 35 Minimum Contribution Annual 100 00 Care Sentinel Your estimated contributions made this year Maximum Contribution Annual 5 000 00 How much do you want to contribute for the total year Provider Website Sentinel Group How much do you wantto contribute per paycheck Weekly Your contribution Monthly Save for Later Cancel 21 Page Revised 9 2015 Life Insurance e Coverage level and beneficiary s need to be assigned to each elected insurance plan Follow steps on next pages to add beneficiary s for each selection e Click on the sign in the Beneficiary section to open the selection box e Click on the post it note icon in the Beneficiary column e If using your new dependent as a beneficiary select Beneficiary Persons and select that dependents name Change Benefit Elections New Hire for Carson J Weatherby Step 4 of 6 c e Event Date Total Employee Net Cost Credit 03 10 2015 513 29 Monthly Cost Initiated On 03 10 2015 Submit Elections By 04 08 2015 Beneficiary Persons 7 second s ago Effective 03 10 2015 Trusts You will need to assign a beneficiary to each elected life insurance plan Create Beneficiary Designations Benefit Plan Provider Website Require
19. 03 35 01 PM Due Date 02 09 2014 Completed On 02 10 2014 03 36 00 PM 02 10 2014 03 36 00 PM Status In Progress In Progress Successfully Completed In Progress In Progress Successfully Completed Revised Assigned To Carson Weatherby Carson Weatherby Abhijit Datta Carson Weatherby Nicole M Benson Susan Noyes Carson weatherby Carson Weatherby 51 Page 9 2015 By clicking on the Compensation tab this will take you to your compensation view a useful tool to help you view and understand each component of your J Jill compensation package Compensation Tab and Compensation View This view displays your current pay rate and plan assignment information The Totals grid shows your current pay rate as either an annual or hourly amount depending on your job classification The annual amount displayed is an estimated figure The grade and grade profile are used in compensation to categorize groups of associates The Plan Assignments grid displays your current pay plan assignments and the effective date of the assignment which will correspond to your most recent pay change date 1 Q search wor k d a y Carson Weatherby o S Carson Weatherby Assistant Manager Q a Job Compensation Benefits Pay Time Off Personal Compensation Total Compensation Pay Change History Totals E TF Total Salary amp Allowances TotalBase Pay Currency Frequency 19 00 19 00
20. EA 31 WPT OTE WV OVC oirnn E E E 34 Fy VO CG iiie ctes tn EE E tent av E EE sees 37 EOS SS WV E A E E OE E A EE AA A E E 40 Monaeine BY ooo eg oe ee eee 41 How to View Emergency Contact Info for your Team cccsceceecessseceeceseseeeeceeceseeaeeees 44 Emal NOCIONS serenan E teansesteaast E NA 46 Additional Information Job amp Compensation ssssesesssesesesesseresesesreresseereeresserereeseses 49 Login page Home page Functions iPad IPhone eeessessessesseesessersesseesssreesesreesesreesess 57 58 Frequently Asked Questions ESS amp Bene fits cccssssecescsssseceeceseseeecescsseseaeeceseeeaees 61 Frequently Asked Questions Payroll Contact INformation c cccccessssecsceesesesees 62 1 Page Revised 9 2015 Welcome to Workday Workday is a web based self service application that offers a wide array of features and allows employees to access view and edit their personal information Associates can access Workday from any computer with Internet access through a supported browser ex Google Chrome Older versions of Internet Explorer are not supported You can access Workday from this web site https wd5 myworkday com jjill login flex This Employee Self Service manual is designed to provide you with the information you need to successfully use Workday to view and or update your personal information and make benefit selections The Employee self service Worklets Personal Infor
21. Legal Name Change Note Legal name changes are routed to your HR Business Partner for approval You will need to provide appropriate documentation Preferred Name Change Note Preferred name change requests are routed for approval before system changes will be made To make changes additions e Click on applicable area e Click Edit or Add e Make applicable changes e Click Submit e Click Close From the Workday All About Me Personal Information Worklet you can view the following About Me Name Addresses Phone Number E Mail Addresses Worker Documents Address Changes 15 Page Revised 9 2015 Benefits Worklet The actions in the Benefits Worklet allow you to change and view your benefits dependents and beneficiaries Benefits can only be changed or elected if you are a new hire during open enrollment or have a qualifying event Beneficiary and dependent information can be updated at anytime Your 401 k Savings information can only be changed on Mass Mutual s website However your current election can be viewed under Retirement Savings Benefits Enrolling in Benefits as part of the Onboarding Action As a newly hired benefit eligible associate you have 30 days from your hire date to make your benefit elections New hires in the Quincy amp Tilton offices will receive a benefits Enrollment packet during their first week Field and Retail new hires will receive a packet at their ho
22. USD Hourly Compensation Compensation Package JJill Compensation Package Grade 53 Grade Profile Asst Mgr Store C Company Jill Acquisition LLC Plan Assignments E Effective Date Plan Type Compensation Plan Assignment 02 10 2014 Hourly Hourly Plan 19 00 USD Hourly 52 Page Revised 9 2015 Compensation Tab and Total Compensation View if applicable This view brings together a view of all the compensation plans you are assigned to as well as benefit plans you are enrolled in that make up your total J Jill compensation The benefits component displays both employee and employer contributions on an estimated annualized basis A pie chart provides a view to how each pay component contributes to your total compensation package Carson Weatherby GG Assistant Manager g Compensation Benefits Pay Time Off Total Compensation Pay Change History Your total compensationis 39 520 00 Frequency Annual Base Pay ih Target Employer Contribution Hourly Plan 39 520 00 Total 39 520 00 39 520 E Base Pay 8 Allowances o Bonus G Benefits a Compensation Tab and Pay Change History View This view will be populated with any subsequent pay changes that occurred after our data carryover date of May 13 2013 and does not include any past history Any changes that occur in the future will be displayed in this location Carson Weatherby Assistant Manager Job Compensation Benefits Pay Compensat
23. at least 6 characters in length and must have at least 1 number and 1 lower case alpha character e Users are locked out of their account after six failed log in attempts e Passwords can be reset by o Calling the J Jill Help Desk at 855 771 5455 password will be reset to follow above rehire cadence o Ifyou have been locked out you will need to wait for 15 minutes after the Help Desk resets the password before attempting to log into Workday again 5 Page Revised 9 2015 jill For Workday technical assistance please contact the Help Desk at 855 771 5455 Tilton and Quincy users please call ext 4357 Sign In to Workday User Name Password Change Password Search Profile Search for people tasks reports and more Visit your profile manage account details and sign out Inbox Access all of your action items and notifications Let s get started Upon accessing the new Workday user interface for the first time associates will see the above Quick Tips screen noting several features located on the tool bar of the new home page Upon logging into Workday and landing on the Workday Home page visibility to various Worklets will be based upon role 6 Page Revised 9 2015 Workday Home page of an associate that does not have a Team Welcome to Guides and Personal Benefits Jill Documents Information Q Expenses Q Guides and Personal Benefits Time Off Documents Information Headcount B
24. ay My Account View Profile found on the tool bar it s a quick way to view your profile change your password or change your Preferences This is where Notifications are located Navigate Menu found on the header tool bar it s a quick way to get to your home page or favorites Notifications notifications of completed business processes Payment Elections another word for direct deposit Send Back indication that a Manager is not approving the action as submitted and changes to the action must be made before it is approved The action contains notes which that indicate corrections changes to the actions that must be completed The action can then be re submitted for approval Search Box found on the tool bar the search box is a quick way to search for reports or tasks Task or Action or Event a Business Process step that a Manager must complete List of tasks actions found in your Inbox 3 Page Revised 9 2015 To Dos reminders that appear in your Inbox to complete parts of the business process before the workflow will go to the next step Tool Bars header tool bar found at the top of all Workday screens it contains the search box navigate menu your profile and inbox icons footer tool bar remains stationary at the bottom of it screen it contains the OK Submit and Cancel buttons W4 Form a tax form prepared by an employee for an employer indicating the employee s exemptions and Social Security number and enabling
25. ch paystub is an individual PDF document and can easily be saved or printed for your records if you wish Contact Information If you have any questions about your personal information Retail Associates 617 689 7842 Tilton Associates Ext 2338 Quincy Associates Ext 4432 If you have any questions about your benefits please contact The Benefits Department at HRBenefits jjill com or 617 689 7854 If you have any questions about your payroll please contact The Payroll Department at payrolldepartment ijill com or 603 266 2351 To re set your password please contact The Help Desk at 603 266 2600 Ext 4357 63 Page Revised 9 2015
26. cted Coverages 2 items Benefit Plan Coverage Begin Date Deduction Begin Date Coverage Employee Cost Monthly J Jill Compassion Fund J Jill Compassion Fund Compassion Fund 04 23 2015 04 23 2015 25 00 25 00 Attachments Attachment enter your comment Process History Change Benefits for Life Event Awaiting Action Sample Associate Submit Save for Later _ More v e Click Print and then Done if you would like a hard copy of the Deduction Confirmation page If you do not want a hard copy click Done implementation jjill2 Q search workday On behalf of Sample Associate a Benefit Elections Sample Associate E Current Benefit Elections and Costs E l Benefit Plan Coverage Begin Date Deduction Begin Date Coverage Dependents Beneficiaries Employee Cost Monthly Compassion Fund J Jill Compassion Fund Compassion Fund 04 08 2015 04 08 2015 25 00 25 00 33 Page Revised 9 2015 Time Off Worklet Request Time Off Time Off Leave of Absence Time Off Balance Return from Leave Time Off Results by Period More 0 More 0 Available Balance 16 Hours Personal 64 Hours Sick 24307708 Hours Vacation Time Off From the Workday Time Off Worklet you can perform the following actions requests e Time Off Refer to the Paid Time Off Guide located in the Guides amp Documents Worklet for direction and detailed informat
27. ctions By 05 12 2015 Enrollment Offering Types Compassion Fund Attachments Attachment e Click Submit e Click Open On behalf of Sample Associate Qa You have submitted Benefit Event Sample Associate on 04 08 2015 N Up Next Do Another fo Change Benefits mple t 2 Sa p Associate Change Benefit Elections Open b Details and Process e Click on the radio button to Elect or Waive if you want to stop the payroll deduction e Enter Edit a monthly deduction amount implementation jjill2 ft Q search workd ay On behalf of Sample Associate re Change Benefit Elections J Jill Compassion Fund Election for Sample Associate Step 1 of 2 c Event Date 04 08 2015 Total Employee Net Cost Credit 7 25 00 Monthly Cost Initiated On 04 08 2015 Submit Elections By 05 07 2015 Additional Benefits Elections Elect Waive Coverage Amount Monthly Percent Employee Cost Monthly Contribution Compassion Fund J Jill Compassion Fund Compassion Ott C Fund _ Waive e Click Continue 32Page Revised 9 2015 e Click Submit workd ay On behalf of Sample Associate a Change Benefit Elections Benefit Elections Review for J Jill Compassion Fund Election Step 2 of 2 c Worker Sample Associate Total Employee Net Cost Credit 25 00 Monthly Cost Event Date 04 23 2015 Initiated On 04 23 2015 Submit Elections By 04 23 2015 Ele
28. dent s e Note Social Security s are required for your Dependents e Click Continue e Click OK 20 Page Revised 9 2015 Health Care and Dependant Care Flexible Spending Accounts FSA e Click in the circle next to Elect to make an FSA election and enter annual contribution amount or the monthly paycheck amount e Click Continue e Click Continue Change Benefit Elections New Hire for Carson J Weatherby Step 2 of 6 c e Event Date Total Employee Net Cost Credit 03 10 2015 513 29 Monthly Cost Initiated On 03 10 2015 Submit Elections By 04 08 2015 7 second s ago Effective 03 10 2015 To participate in the Healthcare or Dependent Care Flexible Spending Account s please elect the plan s and enter the amount s you wish to contribute either annually or per pay period The IRS requires that any unused funds in your account s following the end of the plan year be forfeited Therefore it is very important that you estimate your before tax contributions carefully To go to the next page click Continue Spending Account Elections 2 items Benefit Plan Elect Contributions Supporting Information Waive FSA Health Care Sentinel Elect Your number of remaining payroll deductions for the year 35 Minimum Contribution Annual 100 00 C Waive Your estimated contributions made this year 0 00 Maximum Contribution Annual 2 550 00 How much do you want to contribute for the
29. duction Begin Date 05 01 2015 05 01 2015 05 01 2015 05 01 2015 05 01 2015 05 01 2015 Coverage EE Dependent 1 000 00 Annual 1 X Salary 65 of Salary 60 of Salary Employee Calculated Coverage 46 000 00 2 478 66 2 288 00 Dependents Susan J Weatherby Beneficiaries William J Weatherby Employee Cost Employer Monthly Contribution Monthly 389 49 814 71 123 80 1 69 11 44 1 29 Assistance 513 29 829 13 Waived Coverages Beneficiary Designations Attachments Attachment Electronic Signature LEGAL NOTICE Please Read Your Name and Password are considered your Electronic Signature and will serve as your confirmation of the accuracy of the information being submitted When you check the I AGREE checkbox you are certifying that 1 You understand that your benefit elections are legal and binding transactions 2 You understand that if the insurance you have elected requires Evidence of Insurability EO the coverage will not be in place until you ve completed EOI and received approval 3 You understand that your benefit elections will be effective as of your eligibility date or the date of your qualifying event through December 31 of the plan year 4 You understand that this authorization is irrevocable for the plan year unless you have a qualifying event as explained in the plan materials 5 You have been informed that Benefit Summa
30. e Company paid Employee Assistance Program EAP The EAP provides Free Private and Confidential services to all associates as well as your household and family members To go to the next page click Continue Additional Benefits Elections Benefit Plan Elect Waive Coverage Amount Percent Employee Cost Employer Provider Monthly Monthly Contribution Website Monthly EAP Lifescope acti l Lifescope Employee Assistance Elect n EAP _ Waive Save for Later Cancel 25 Page Revised 9 2015 Benefits Elections Review e Scroll down and view all the details of your benefit elections e Read the Legal Notice e lv the I Agree box e Click Submit e Note you must click Submit for the benefits to be submitted Change Benefit Elections Benefit Elections Review for New Hire Step 6 of 6 c e Total Employee Net Cost Credit Details 513 29 Monthly Cost Your benefit elections will not be completed until you scroll down agree to the LEGAL NOTICE and click SUBMIT Elected Coverages 7 items Benefit Plan Medical BCBSMA HMO Blue NE FSA Health Care Sentinel Basic Life and ADD Sun Life Financial Employee Short Term Disability STD Sun Life Financial Employee Long Term Disability LTD Sun Life Financial Hourly Employee EAP Lifescope Employee Coverage Begin Date 05 01 2015 05 01 2015 05 01 2015 05 01 2015 05 01 2015 05 01 2015 De
31. e Enrolling in Benefits as part of the Onboarding Action page 16 of this Guide 29 Page Revised 9 2015 To make changes additions to Beneficiaries Click Beneficiaries in the Change column Click on applicable area Click Add Make applicable additions or changes Click Submit Click Close To make changes additions to Dependents This change must be done in the Change Benefits section To make changes to Retirement Savings Change to Retirement Savings is currently only viewable Your 401 k Savings information can only be changed on Mass Mutual s website If you have any questions about your benefits please contact the Benefits Department at hrbenefits jjill com or 617 689 7854 Revised 30 Page 9 2015 Compassion Fund Since its inception in 2002 The J Jill Compassion Fund has given more than S6M in monetary and in kind donations to community based organizations that help disadvantaged and homeless women become self sufficient We give to local non profits nationwide that help women regain their independence through programs that focus on education job skills and transitional and affordable housing All J Jill associates are able to donate directly to the J Jill Compassion Fund via payroll deductions For every dollar given J Jill has committed to match that donation on a dollar for dollar basis up to 200K While the Compassion Fund Matching Funds Program is not an Employee Benefit
32. econd s ago Due 03 12 2015 Effective 03 10 2015 You will have 30 days from your date of hire to make any benefit elections As a new hire you are eligible to elect the benefits listed below Add Payment Elections 7 second s ago Due 03 12 2015 Effective 03 10 2015 Health Care Elections 6 items Complete Form l 9 A Benefit Plan Elect Coverage Enroll Dependents Employee Cost Employer Provider Website 7 second s ago Due 03 13 2015 Effective 03 10 2015 E Waive Monthly Contribution Monthly Change Emergency Contacts vy Medical aoe Teaco ego DCA FD EEL st aad a i Blue NE Waive Massachusetts Medical O Elect Blue Cross Blue BCBSMA PPO Shield of Basic Waive Massachusetts Medical O Elect Blue Cross Blue BCBSMA PPO Shield of Enhanced Waive Massachusetts Dental BCBSMA Eject Blue Cross Blue DEN Basic m Shield of Waive Massachusetts e Click in the circle next to Elect to choose a desired Medical Plan e Click on the post it note icon in the coverage column and choose type of coverage e Key EE Employee Only DP Domestic Partner Health Care Elections 6 items Henetih Plan Elect VWahwe rly Dependent Family ODF ODF OP Child ODF OP Children EE child OP EE Child OP DOP Child EE Child OP OP Children 18 Page Revised 9 2015 Dependent Coverage e When electing a level of coverage other than employee only EE you will
33. es Associate Business Title Sales Associate Submit Save for Later Cancel 10 Page Revised 9 2015 Guides and Documents Worklet Guides and Documents a Refresh Quicklink Item View More Employment Guide Paid Time Off Benefits Additional Employment Practices CC DC Additional Employment Practices Retail Paid Time Off Guide Onboarding User Guide Employee Self Service User Guide State Withholding Forms Benefits Enrollment Guide Benefit Overview Click on the gear wheel icon and click View More to expand the Quicklink to show all available items The Guides and Documents Worklet contains links to various documents Benefit Plan Information State Withholding Forms Workday ESS Expenses and Onboarding Guides The Guides are useful tools to navigate through the Workday application and are updated periodically 11 Page Revised 9 2015 Headcount Worklet Note this Worklet will only appear on the Home page of an Associate that has a Team Headcount e Clicking on the Headcount Worklet will display the name and title of Workers on their teams Orga mia thom 2020 Matick Mall 3021 Prawidence Place S037 Burlimogton Ptal 30 43 South Shore Plata 32084 The Malh At Chestnut Hill S705 Salomon Fond 31 38S Garden City Center 37523 Derby Street Shoppes S360 The Wilage At Colony Place 2326 Brookside Shops S406 Cape Cod Mal
34. ey are listed with the balance of your check always going to that last account How do delete an existing account You cannot delete an account that is currently being used in a Payment Election The first thing you ll need to do is remove that account from your Payment Elections Click the Change Elections button and then simply click on the blue to remove the row with the account being deleted Then click OK and once back on the Payment Elections screen you will be able to select the Delete Account option Prior Years Online Paystubs and W 2 s Prior to going live with Workday in 2013 we partnered with our pay card provider Global Cash Card to provide all associates with online access to their paystubs and Federal W 2 s These documents are still available through the secure Global Cash Card website and set up is quick and easy FIRST TIME GLOBAL CASH CARD WEBSITE ACCESS e Goto https www globalcashcard com and click on Register Here link just below the User Login box in the upper right hand corner NOTE Online paystub access does not automatically sign you up for a Global Cash Card e On the next screen you will be asked if you have a Global Cash Card select No You will be redirected to the Non Cardholder Account Setup screen 62 Page Revised 9 2015 e Enter your last name as it currently appears on your paycheck and your Social Security Number without the dashes in the appropriate fields and click c
35. grid Links here provide direct access to view print your last 5 Workday Payslips If you have any questions about your payroll please contact The Payroll Department at payrolldepartment ijill com or 603 266 2351 39 Page Revised 9 2015 Expenses Worklet Actions Create Expense Report Expense Reports Edit Expense Report Expense Transactions Edit Expense Transactions Payment Elections Edit Travel Profile Reimbursable Allowance Plan Activity More 0 More 0 Recent 08 06 2015 15 Dept Luncheon 05 07 2015 Help Desk POS Training 03 30 2015 10 21 2014 2015 Franklin Planner calendar pages 10 21 2014 More 5 Expenses From the Workday Expenses Worklet you can perform the following actions Create Expense Report Edit Expense Report Edit Expense Transactions Edit Travel Profile not in use at this time From the Workday Expenses Worklet you can view the following actions Expense Reports Expense Transactions Payment Elections Reimbursable Allowance Plan Activity not in use at this time Travel Profile not in use at this time Refer to the Workday Expenses User Guide located in the Guides amp Documents Worklet for direction on How to Create and Approve Expense Reports Revised 40 Page 9 2015 Managing Delegations Managing Delegation action is utilized when a Manager will be away Ex vacation LOA This action is performed so actions awaiting your approval will not sit
36. he payroll department at 603 266 1003 State Forms can be downloaded by clicking on the State Withholding Forms link in the External Links section 37 Page Revised 9 2015 To make changes additions to federal tax elections Click Withholding Elections Click Update Enter effective date of change effective date cannot be in the past Click OK Enter data in all applicable fields Note prior to i any of the boxes read instructions below each box Click I Agree Click OK Payment Elections Payment Elections Direct Deposit selecting this link allows you to view and or change your current Accounts Payment Elections and Payment Elections Requiring Setup if applicable Most of the screens are user friendly requesting an action to be taken if the system needs your attention Note When setting up direct deposit click Add Account under the Accounts section to add the new account Then click Change Election in the appropriate row in the Payment Elections section Click on the sign to open up a new row and edit the order of accounts and Balance Amount Percent information Paynnent Ebectians Order Note You must complete these 2 steps in order to activate the direct deposit Accounts This section shows existing accounts that can be selected for direct deposit of your paycheck and or expense re imbursements This is also where you can edit delete or add new accounts Note Whe
37. in Date 05 01 2015 05 01 2015 05 01 2015 05 01 2015 Coverage EE Dependent 1 000 00 Annual 1 X Salary 65 of Salary Calculated Coverage 46 000 00 2 478 66 Dependents Susan J Weatherby Employee Cost Monthly Beneficiaries 389 49 123 80 William J Weatherby E F ine Employer Contribution Monthly 814 71 05 01 2015 05 01 2015 60 of Salary Long Term Disability LTD Sun Life 11 44 Financial Hourly Employee 2 288 00 EAP Lifescope Employee Assistance 05 01 2015 05 01 2015 Employee 1 29 513 29 829 13 Waived Coverages 7 items 1 oF Plan Type Dental Vision FSA Dependent Care Optional Employee Life Optional Spouse DP Life Optional Child ren Life Voluntary ADD Beneficiary Designations Benefit Plan Provider Website Requires Beneficiary Beneficiaries Beneficiary Primary Percentage Contingent Percentage Basic Life and ADD Sun Life Financial Employee Sun Life Financial William J Weatherby Primary Percentage 100 C Contingent Percentage Electronic Signature LEGAL NOTICE Please Read Your Name and Password are considered your Electronic Signature and will serve as your confirmation of the accuracy of the information being submitted When you check the I AGREE checkbox you are certifying that 1 You understand that your benefit elections are legal and binding transactions 2 You understand that if the insurance you
38. ion Total Compensation Pay Change History Pay Change History E lin Effective Date Compensation Action Reason Total Salary amp Allowances Total Base Pay Currency Frequency 02 10 2014 Hire Compensation Hire Employee Hire Employee New 19 00 19 00 USD Hourly ire A periodic review of your job and compensation information is important to maintaining the integrity of our data If you have any questions or concerns about the information provided in these views please contact the Compensation team at HRCompensation jill com 53 Page Revised 9 2015 Benefits Tab and Benefits View if applicable Benefits Tab and My Retirement Savings View if applicable Benefits Tab and My Dependents View if applicable Benefits Tab and My Beneficiaries View if applicable If applicable these views will be populated with corresponding data refer to Benefits Worklet pages 16 or 28 Carson Weatherby Go Assistant Manager or Compensation Benefits Pay Irie em ETE Personal Benefits My Retirement Savings My Dependents My Beneficiaries none entered Pay Tab and Payment Elections View Pay Tab and Payslips View Pay Tab and Tax Documents View These views will be populated with corresponding data refer to Pay Worklet page 37 Carson Weatherby Go Assistant Manager eT Compensation Benefits TE Contact Personal Payment Elections Payslips Tax Documents Default Country United States of America Default Cu
39. ion on How to Request Time Off e Leave of Absence For absences of 5 days or more a leave can be requested by clicking on Leave of Absence and then selecting the appropriate Leave Type and the dates required e Return from Leave of Absence When ready to return from a leave the return information can be entered by clicking on Return from Leave e Note All paperwork required for a Leave of Absence must also be submitted to the Benefits Department For any additional assistance with leaves please email hrbenefits jjill com or call 617 689 7854 34 Page Revised 9 2015 Leave of Absence Screen a Prease rewrew the cowry Ss fF eave Policy PIOC prior fo swrihvowwitvod Tvs re dqere sft You must populate all date fields to submit the request Last Day of Wwork OSS PS oA S we OS 02V7045 E First Day of Leave Estimated Last Daw of beare 04 06 2015 Lleawe Type a Personal Personal Leave Lleawe Impact Inma cti ate Employs Payroll Effect Absence Accrual Eiet Steck Vesting Efect Bennett Etre ct Comtim ous Semice A cocrual Ete ct Sabbatical Etre ct Tenure Efe ct Return from Leave of Absence Screen Return Employee from Leave Denise Smith First Day Back at Work 04 14 2015 AM e amo Leaves Returned From Actual Last Day of Leave 04 13 2015 fim __ _ _ Select Leave First Day of Leave Estimated Last Day of Leave A Personal gt Personal Leave 03 02
40. irthdays Anniversaries Team Performance 7 Page Revised 9 2015 Navigating the Home Page Header Tool bar Denise Kaye Smith Home icon ft Clicking on the Home icon is a quick way to get to or back to your Home page or favorites Search box Interview Results for Pre Hire Report Change Hire Eligibility Status Task New Hire Staffing and Compensation Report Hire Employee Task Enter Interview Results for Pre Hire Task The Search box is place to enter data and quickly search for reports or tasks Footer Tool bar Save for Later The tool bar with the action buttons OK Submit Cancel now remains stationary at the bottom of each screen 8 Page Revised 9 2015 View Profile Icon Denise Kaye Smith oS Denise Kaye Smith View Profile Home Inbox Notifications lt fi My Account Favorites Change Password SS My Account Change Preferences VW Drive Manage Password Challenge Sign Out ae Questions Sort By Newest Notifications 13 E From Last 30 Days Mark All as Read Retresh Hire Carson J Weatherby New Hire to be DM Verified Hire Denise Kaye Smith New Hire to be DM Verified Terminate Deborah Diamond Termination Clicking on the View Profile icon allows you to navigate to various functions quickly Home another way to get to your Home page Inbox a way to get directly to your Inbox without having to go to the Home page first
41. l 2646 Market Street At Lywnntetla B EB B E S B E E B e a B District O71 e Clicking on the number if workers in a location will display a roster list for that location Organization Job Profile 3020 Natick Mall sales Associate 3020 Natick Mall Assistant Manager 3020 Natick Mall sales Associate 3020 Natick Mall Sales Associate 3020 Natick Mall sales Associate 3020 Natick Mall Sales Associate 3020 Natick Mall Assistant Manager 3020 Natick Mall Sales Associate 3020 Natick Mall Key HolderSales Asc 12 Page Revised 9 2015 Team Performance Worklet Note this Worklet will only appear on the Home page of an Associate that has a Team Team Performance e Clicking on the Team Performance Worklet and then My Team s Performance Reviews will display your Team s individual performance ratings from 2011 to 2014 e Note My Team s Performance Reviews is the only View in use at this time Employee Reviews j y Team s Performance Reviews Feedback Printable Review More 0 Lo all e Click on the next to Complete under My Team s Performance Reviews My Team s Performance Reviews Complete 13 Page Revised 9 2015 e Associates who have been part of this Team since 2011 when Workday went live are listed alpahbeticaly with their Manager Performance Rating for each year My Team s Performance Reviews Complete
42. mation Benefits Time Off Pay and Expenses are located on the Home Page and allow employees to access their personal information such as address phone numbers emergency contacts and benefits 2 Page Revised 9 2015 oN workday Glossary of Workday Terminology Action or Event or Task a transaction within Workday ex hire rehire termination onboarding send back deny List of actions found in your Inbox Approve indication that a Manager has reviewed and approved a proposed action job change expense report etc Business Process a sequence of one or more actions events tasks that accomplishes a desired business objective ex hiring an employee Cancel canceling a business process stops the workflow in process and reverses any changes made to Workday data Only the initiator of an action can cancel it Deny indication that a Manager does not approve the proposed action The business process is stopped If a Manager denies rather than sends back an action the action cannot be changed and resubmitted the action must be restarted from the beginning Event another word for Action or Task Home Page or Landing Page display s a collection of different Worklets to enable associates to quickly view and perform tasks ex My Team Personal Information Benefits Inbox the Inbox contains a chronological list of actions Actions are business processes transactions tasks or to dos that need to be completed in Workd
43. me address The packet contains information you will need to complete benefit elections in Workday online from any computer with internet service at https wd5 myworkday com jjill login flex Note Make sure to have your dependent information including dates of birth and social security numbers when making elections 16 Page Revised 9 2015 Log into Workday Click on the Welcome to J Jill Worklet Click Take me There Welcome to J Jill Click View Inbox Onboarding Your Onboarding Checklist You have onboarding actions to complete in your Workday inbox ey Welcome to J Jill Were excited to welcome you Please follow the link below to enter your personal information needed to get you started at J Jill y yull Take Me There Revised 17 Page 9 2015 Medical Dental and Vision Plan Elections Actions 7 Archive 5 Change Benefit Elections New Hire for Carson J Weatherby Step 1 of 6 c tE e Viewing All Sort By Newest Event Date Total Employee Net Cost Credit 03 10 2015 0 00 Monthly Cost Review Additional Employment Practices Retail 7 7 second s ago Effective 03 10 2015 Initiated On 03 10 2015 Change Benefits for Life Event f 7 second s ago Effective 03 10 2015 gt Submit Elections By 04 08 2015 Review Documents 7 second s ago Effective 03 10 2015 7 second s ago Effective 03 10 2015 Add Withholding Elections Welcome to the J Jill Benefit Enrollment Process 7 s
44. n changing or adding a new account review the information for accuracy before clicking OK Payment Elections This section shows the current distribution of your paycheck and or expense re imbursements Payment Elections Requiring Setup You will only see this section if you added an account and have not yet selected a payment election Currently we allow direct deposit for Payroll and Expense payments External Links grid Links here provide access to important payroll related information such as State Tax Withholding forms and the IRS Withholding Calculator View grid Payslips Selecting this link allows you to view print your Workday Payslips This screen also displays your current Payslip Printing Election Elected not to receive a paper copy of payslips or Elected to receive a paper copy of payslips Note enrolling in Direct Deposit will default you to paperless You can click on Change Payslip Printing Election to change your option here if you would like a paper copy of your payslip 38 Page Revised 9 2015 My Tax Documents Selecting this link allows you to view print your W 2 Forms beginning with 2013 Refer to page 57 for information on prior year s forms Total Compensation This link displays your projected total compensation and benefit amounts in both gird and pie chart formats Bonus amp One Time Payment History If applicable Reimbursable Allowance Plan Activity If applicable Payslips
45. ons payment elections and time off reports Request a leave of Absence and a Return from Leave of Absence View and create expense reports View and Change Current Benefit Information including Insurance Beneficiary information Link to Benefit Vendor websites View 401 k information Is using Workday secure Information stored in Workday complies with all security measures When you click the Login button your username and password are encrypted J Jill continues to ensure that the most updated security technology is used to safeguard your information I need to change my name Why do you need a copy of my Social Security Card The Federal guidelines require all employers to submit wages under the same name that is on file with the Social Security Administration Therefore we need to verify that the name on your new Social Security card matches the new name How do I make changes to my benefits Your benefits can be changed at open enrollment or with a qualifying event marriage birth of a child soouse loss of coverage etc online by using the Benefits Worklet How do I change my 401 k deduction You will need to make this change on the Mass Mutual website www massmutual com retire or by calling 1 800 743 5274 61 Page Revised 9 2015 Frequently Asked Questions Payment Elections Direct Deposit don t have any accounts set up for direct deposit where do start Click the Pay Worklet on the Workday home page
46. ontinue If you receive a message indicating you have entered invalid credentials please call the toll free number on the screen for assistance e Follow the prompts on the subsequent screens to set up your own unique username and password e Once logged in you will see Paystub and W 2 tab options NOTE You will not see the same tabs as the screen shot below if you are not a GCC cardholder CURRENT GLOBAL CASH CARD HOLDERS If you already have a Global Cash Card pay card and have set up your online access simply log on as usual You will see two tabs shown below labeled Paystubs and W 2 at the top of your account screen If you have not set up your online account please follow the steps above and select yes in Step 2 to indicate you are a current cardholder GC Cash Card Accounts Transfer Funds Get More from Your Card Paystubs W 2 Bill Pay My Profile HelpCenter Sign Out Account Overview Account Activity Expense Manager Calculators Account Alerts How Secure Is Your Information Protecting your privacy is our number one concern Global Cash Card undergoes multiple third party audits and penetration testing exercises annually to ensure the strength types of protection and processes used to transmit and store confidential data meet or exceed both regulatory and industry standards How Long Will My Paystubs Be Available Online Online paystubs will be purged after two years However ea
47. ormation Tab and Documents View These views will be populated with corresponding data refer to Personal Information Worklet page 15 Carson Weatherby Go Assistant Manager O 3211 Shops At Old Mill Job OO m Benefits lay Time Off ict Personal Pal Personal Information Documents Edit Personal Gender Date of Birth Warital Status Hispanic or Latino Mo Ethnicity My Team Information for Directors VP s SVP s and Field Management In addition to accessing the above information views for your own job and compensation you are also able to view job and compensation information for associates that report to you Click on the My Team Worklet your direct reports will display Click on a name in the grid and then click on the associates name which is a link to view their job and compensation information views 56 Page Revised 9 2015 Workday Mobile app Login page iPad Workday offers a mobile app that can be downloaded for Apple and Android products for free Once you have downloaded the app you will need the following information in order to get connected o Tenant jjill Once you reach the log in screen use your Workday username and password to sign in More 2007 2015 Workday Inc All Rights Reserved 21 New Items Inbox Expenses Payslips Enter Time B mn Dashboards 57 Page Revised 9 2015 Workday Login page iPhone app Workday Home page iPhone a
48. plan in order to automate the payroll deductions we are using the benefit module in Workday Therefore some of the headings may not be relevant e From the Workday home page click on the Benefits Worklet Benetits e Under the Change grid click Benefits workday Benefits Change View Benefits Benefit Elections Beneficiaries Benefit Elections as of Date Dependents Retirement Savings Current Cost e Click on the drop down arrow to the right of Benefit Event Type and select J workday Change Benefits Sample Associate Benefit Event Type Benefit Event Date Add Dependent Child Birth or Adoption anl acione oy Change Beneficiary Enrollment Offering Types Change in Spouse Employment Commuter Transportation Dependent Death Divorce Domestic Partner Dissolution J Jill Compassion Fund Election Attachments Attachment Life Insurance Changes Marriage Other New Insurance Remove Dependent Child Over Age Residence Change On behalf of Sample Associate o Jill Compassion Fund Election On behalf of Sample Associate a 31 Page Revised 9 2015 e Enter today s date Deductions will start in the pay period following this date therefore you cannot back date deductions workday On behalf of Sample Associate a Change Benefits Sample Associate Benefit Event Type JJill Compassion Fund Election X Benefit Event Date 04132015 tq Submit Ele
49. rrency JSO Payment Election Mo payment elections specified Add Elections 54 Page Revised 9 2015 Time Off Tab and Time Off and Leave Requests View if applicable This view will show any LOA time taken if applicable Time Off Tab and Time Off Balance View This view will show the Time Off Balance Report Carson Weatherby Assistant Manager Q a Job Compensation Benefits lay Time Off Time Off Balance E Balances Tracked in Hours 6 items amp oy Time Off Plan Unit of Time Carryover Balance Accrued Year To Time Off Paid Year Beginning Period Accrued in Period Time Off Paidin Carryover Forfeited Ending Period Ending Period As of Period Date To Date Balance Period in Period Balance Balance Including Pending Events Personal Time Off Hours 0 02 09 2014 Plan 02 15 2014 Weekly 0 Sick FT Plan O 0209 2014 02 15 2014 Weekly Vacation Hours 02 09 2014 Retail Non CA Time 02 15 2014 Weekly Off Plan Hourly Contact Tab and Contact View Contact Tab and Emergency Contacts View These views will be populated with corresponding data refer to Personal Information Worklet page 15 Carson Weatherby Go Assistant Manager Om ee ation Benefits Contact Personal Emergency Contacts Edit Home Contact Information Phone Humber 1 Giap Telephone Home Primary 55 Page Revised 9 2015 Personal Tab and Personal Information View Personal Tab and IDs View Personal Inf
50. ry Plan Descriptions are available on AskJill StoresNet and guides and documents on your Workday home page M 26 Page Revised 9 2015 e Click Print if you would like a hard copy of the Submit Elections Confirmation e If you do not want a hard copy click Done e Note if there are any state specific benefit forms for waived coverage that require completion you will have another step in the Inbox To Do list Submit Elections Confirmation New Hire for Carson J Weatherby c Initiated On 03 10 2015 Submit Elections By 04 08 2015 Event Date 03 10 2015 7 second s ago Effective 03 10 2015 You have successfully submitted your benefits enrollment Select Print to launch a printable version of this summary for your records a 6 Total Employee Cost Credit 513 29 Monthly Cost If evidence of insurability is requested due to an election above guarenteed issue for your voluntary optional or spouse life insurance coverage you can file online Go to www sunlife com us Select Covered Employees from the Access Your Account dropdown Click the Evidence of Insurability Application link Elected Coverages 6 items Benefit Plan Medical BCBSMA HMO Blue NE FSA Health Care Sentinel Basic Life and ADD Sun Life Financial Employee Short Term Disability STD Sun Life Financial Employee Coverage Begin Date 05 01 2015 05 01 2015 05 01 2015 05 01 2015 Deduction Beg
51. s For Business Process lt 2 None of the above Retain Access to Delegated Tasks in Inbox LJ Delegation Rule Submit Save for Later Cancel On the top left side of the screen you will see You have submitted Designation for and your name e Your designation for managing delegations has been sent to HRIS for approval e Click Done You have submitted Delegation for _ sCi fon 02 25 2015 Up Next Security Partner Approval by Security Partner Due Date O2 26 2015 Details and Process 43 Page Revised 9 2015 How to view Emergency Contact Information for Your Team Note these steps are only available for an Associate that has a Team e From the Home screen click the My Team Worklet e Inthe View column click More e Inthe View column click Emergency Contacts for Worker View lew My Team s Time My Team s Time Headcount Headcount My Leadership Roles Compare Team My Leadership Roles FTE Report Compare Team Part Time Workers Positions amp FTE P Emergency Contacts for Worker More 3 Less 3 FTE Report 44 Page Revised 9 2015 e On the Emergency Contacts for Worker screen click on the post it note icon e Select My Team e Scroll down and click on the applicable associate e Click OK Emergency Contacts for Worker Worker My Team e Emergency Contact information if entered will display e Note if no Emergenc
52. s Beneficii Beneficiary Beneficiary Basic Life and ADD Sun Life Financial Sun Life K Employee Financial p Contingent Percentage Continue Save for Later William Weatherby e fyou are not using your new dependent as a beneficiary select Create e Select Add Beneficiary 22 Page Revised 9 2015 Beneficiaries e Enter all Beneficiary information in fields noted with a in the Legal Name Contact Information and National IDs tabs e Note Social Security s are required for your Dependents e When all required data has been entered in above tabs click OK Add Beneficiary Carson Weatherby 16 day s ago Effective 02 20 2015 Enter your beneficiary information Relationship Parent Use as Beneficiary al Date of Birth Age 64 years 4 months 27 days Gender xX Male we Full time Student C student Status Start Date Student Status End Date Disabled L Allow Duplicate Name Legal Name Contact Information National IDs Additional Government IDs Country United States of America Prefix search First Name x William Middle Name Last Name Weatherby Suffix search 23 Page Revised 9 2015 e Click the to open the Beneficiary line and select a beneficiary e If applicable click on t sign and repeat steps to add additional Beneficiary s e When all beneficiaries
53. the employer to determine the amount of taxes to be withheld for the employee Workflow the logic applied to the business process for the purpose of control Workflow defines who can perform each task and provides a routing mechanism to flow the task execution from one user to another Worklet a title icon found on the home page Provides easy access to tasks and information used on a regular basis ex My Team Anniversaries Birthdays Personal Information Pay and Expenses Worklets are configurable and moveable 4 Page Revised 9 2015 Accessing Workday User ID Your User Name is your Employee ID which your Manager entered on the Workday New Hire Onboarding Quick Start Form on your first day of work Your Employee ID Emp ID can also be found on your paycheck or on your associate discount card On your discount card is the seven digits which appear after the 99 xxxxxxx in the upper left on the card Password e The initial password for all newly hired associates follows the below cadence o Last 4 digits of Employee ID e g 9260 o aaa o 00 o Example 9260aaa00 e The initial password for all rehired associates follows the below cadence Last 4 digits of Employee ID e g 9260 The first three lower case letters of your birthday month e g dec for December o 2 digit birth day of month e g 25 o Example 9260dec25 e Click Sign In e System will prompt you to change your password O e New passwords must be
54. tions Current Task Delegations Delegation History Delegated Tasks Business Processes allowed for Delegation Begin Date End Date Delegate Retain Access to Delegated Tasks in Inbox Manage Delegations 42 Page Revised 9 2015 e Enter beginning date and end date of delegation e Click on post it note icon to the right of Delegate e Enter your direct supervisor s name and click the search iconand select him her as your approved delegate from the drop down menu SMs are to delegate their DM DMs are to delegate their RD If there are questions contact HRIS e Click outside of the window this will close the window populating the delegate field with the selection e Click in the circle next to For all Business Process e Note by selecting For all Busines Practices this ensures all actions in your Inbox will be routed to your delegate for the selected date range A separate action of Managing Delegations for expense reports Workday Expense User Guide pages 29 31 is not needed e Click Submit Manage Delegations Business Processes allowed for Delegation New Delegation Begin Date End Date Delegate Start On My Behalf 02 16 2014 02 22 2014 E lt judith Top gt judith Judith A Bechtum Judith A D Angelo Judith A Daigneault Judith A Doris Judith A Holmes Judith A Zimmer Judith Ann Morris Judith B Raff Judith C Eisnor Do Inbox Tasks On My Behalf For all Business Processe
55. to view your paid time off balances as of a point in time For example for planning purposes you can enter a future date and view how much future vacation accrual you will have as of that time Time Off Balance As Of 03 05 2015 GF Balance As Of Date 03 05 2015 Values displayed are based on the Balance As Of Date entered To view details drill down on Year to Date values Balances Tracked in Hours 6 items Time Off Plan Unit of Time Beginning Year Accrued Year Time Off Paid Year Balance o Da Beginning Period Date To Date Bala nee Personal Hours o 32 o 32 Vacation Salary 28 202346 3 856188 13 846158 Retail Accrued in Period o Time Off Paid in Per 0 Carryover Forfeited in Pe riod 0 Ending Period Balance includ Pending Events 32 32 555 55 5 55 5 55 5 13 846158 13 846158 13 846158 13 846158 As of Period 03 01 2015 03 07 2015 Weekly 03 01 2015 03 07 2015 Weekly 03 01 2015 03 07 2015 Weekly e Time Off Results by Period Allows you to view transactions time taken and accrued processed by pay period Time Off Results by Period Time CAT Plans search x vacation Salary Retail Periods Seanch O O1 117 2015 0171 77 2015 Weekly 0O17 04 2015 01 10 2015 Weekly Time Off Results by Period i Periods 01 11 2015 01 17 2015 Weekly 01 04 2015 01 10 2015 Weekly Time OffPlans Vacation Salary Retail 2 items Time
56. y Contact information displays Associate was hired prior to Workday implementation please have your Associate refer to page 15 and ask that Emergency Contact information be entered into Workday Emergency Contacts for Worker ms o 2 items Priority Emergency Contact Relationship Preferred Language Primary Contact Information Alternate Contact Information in Parent a ime 45 Page Revised 9 2015 Setting up Email Notifications It is recommended that everyone set up their Workday account to send a notification alert to their personal email when a task is assigned to them within Workday Step 1 Setting up your E Mail address To set up E Mail notifications your personal email must be entered into your Personal Information field In most cases your email address was entered into Workday as part of the Onboarding action To verify e Log into Workday e Onthe Workday home page click the Personal Information Worklet Personal Infonmation e Click on Email Addresses under View Personal Information Addresses Email Addresses s Address Changes Name hore 2 46 Page Revised 9 2015 2 Me e If there is an email address and it is not correct or there is no email address click Edit Email Addresses Carson Weatherby Edit Home Contact Information Email Address Usage ai veaters15 Gaoi con lt m Home Primary e Click on the pencil pen icon

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