Page 27 - GL Team Playbook_test
P. 27

a.  “Bill Nuti” should be the Supervisory Organization.
                          b.  “Termination Date From” should be when you last provided the report
                          c.  “Termination Date To” should be the current date.
                   3.  Run a Vlookup to determine if any of the Fun Kit Eligible Hires have left the company.
                   4.  Highlight the terminated employees in red and return the file to DME so they can ship the
                       kits.
               Hire wants to change Shipping Address for a Welcome Gift

               Changing the shipping address to make a delivery easier is fine to do, but does usually mean that
               something should be updated as the shipping address is pre-populated in the Welcome Gift Storefront
               from the “Work Address” in Workday.

                   1.  After receiving an email requesting a shipping address change go to Workday and check
                       the work address for the hire.
                   2.  If the hire is requesting the Welcome Gifts be shipped to their home, verify if they are listed
                       as a virtual employee in Workday.
                          a.  If the Work Address in Workday is incorrect a change must be requested.
                          b.  Request this change by emailing the hire’s manager and letting them know that they
                              are responsible for making the change in Workday.
                                  i.  After a manager submits a Work Address change request, it must be
                                     approved by HR Central and can take 48 hour before it updates within
                                     Workday.
                   3.  If the hire is requesting the Welcome Gifts be shipped to a different office address than
                       what is listed in Workday we must ensure this office address is correct.
                          a.  Request this change by emailing the hire’s manager and letting them know that they
                              are responsible for making the change in Workday.
                   4.  If the office address is out of date (for example, you suspect the office has closed or
                       moved) reach out to the Real Estate team or Gallon, Tammy Tammy.Gallon@ncr.com to
                       have it updated.
                          a.  Work Addresses come from a selection of office’s available to manager’s when
                              opening a new requisition.  If an old office address has not been removed, a
                              manager may choose it by accident, resulting in the address being used in Workday
                              and therefore fed to DME to be used for Welcome Gift shipping.
                   5.
               The Guideposts Communications
               When adding someone to an NCRU session, they will receive a communication.  However; we still
               need to send our own communications.

               Initial New Hire Invitation and Manager Notification

                   1.  Head to the SharePoint APTRA Email Request Site
                   2.  Complete form with the following information
                          a.  Title: First Steps: The Guideposts Invitation
                          b.  Requestor: your name
                          c.  Content Status: Final – Ready to Build
                          d.  Date Requested: today’s date
                          e.  Priority: Category 2 – Standard
                          f.  Industry Function: HR
                          g.  Business Owner: Your name
                          h.  Objective: This will serve as the invitation to new hires and their managers for the
                              Guideposts session in location and month.
                          i.  Test Recipients: Your name
                          j.  Campaign Builder: Leave blank
                          k.  Requested SEND Date and Time: Must be 48 hours after current time
                          l.  TEST needed by: List tomorrow’s date
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