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INTRODUCTION

Creating an Offer Letter for an Internal Transfer

HR Service Delivery refers to the way HR teams support and provide services to their people throughout their work experience–from hire to retire. While HR teams are already doing this in one way or another, most are doing so manually, without systems in place to automate and enhance that service. HR Service Delivery solutions are system-agnostic in that they utilize data from the company’s HRIS, such as Workday, to streamline, automate, and perform actions that have historically been performed outside of the HRIS. Examples include providing employees with personalized vacation policy information, or creating employment verification documents. UKG HR Service Delivery integrates with Workday to personalize employee experiences and simplify the amount of work involved for HR by leveraging the employee data stored in Workday.

What is HR Service Delivery?

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This information is crucial in associating the transfer with the right person in the organization and synchronizing that information from Workday to UKG’s HR Service Delivery.

What is HR Service Delivery?

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Managing

Creating

an Offer Letter for an Internal Transfer

Maternity Leave Processes

Updated Employee Documents

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Select a process to learn how UKG HR Service Delivery uses Workday data to benefit HR teams and employees alike by enabling better service.

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Common HR Service Delivery Use Cases

Internal transfers are exciting moments in employees’ career paths and development, but these events can involve manual, document-heavy tasks for both the employee and HR. Utilizing both data from Workday HR and UKG’s employee service capabilities, steps and tasks in an internal transfer are fast and simple. An important step in an internal transfer is composing, acknowledging, and signing a new offer letter. Composing this document requires employee information from Workday to complete.

Reveal HRIS Data

Employee Name and ID

Before moving to a new team or department, it is essential to know where the employee currently works. This information will assist in notifying the right people involved in this process and indicating hiring needs.

Current Department

Initiating the transfer in Workday will indicate which department an employee will be working.

New Department

Both the employee’s previous and new salary are essential in composing a new offer letter to then provide the employee with all necessary information to sign and accept.

Salary

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While Workday houses employee information and data, UKG HR Service Delivery takes this a step further to proactively manage that data, using automation to further drive HR productivity. HR can instantly and seamlessly compose a digital offer letter using HRIS data and conditional logic via advanced document generation technology. From here, HR can manage the digital signature and acknowledgement process of this document, as well as several other tasks to complete this internal transfer process.

During an employee’s lifecycle at an organization, they experience crucial career moments as well as life-changing personal events, such as the birth of a child. Managing maternity leave for an employee is very delicate, and it is essential for HR to get company leave policies and payroll–amongst other specifications–right. HR teams can rely on information in Workday to support the successful management and smooth transition into maternity leave.

Reveal HRIS Data

Simplifying Employee Service with UKG

Data From Workday

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This information is crucial in associating the transfer with the right person in the organization and synchronizing that information from Workday with UKG HR Service Delivery.

Employee Name and ID

Before taking time for maternity leave, it is essential to know where the employee currently works. This information will assist in notifying the right people involved in this process and indicating hiring needs.

Current Department

The employee’s location is critical because this can have a big impact on the applicable maternity leave policies, based on geography and local regulations (eg. France vs. Argentina vs. United States).

Current Location

The employment type–full-time, part-time, or contractor job status–can play a big role in determining the correct maternity leave policies to this employee.

Employment Type

Data from Workday

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Employees can initially learn about their personalized policy information and submit maternity leave requests in the employee knowledgebase. Once HR receives and approves this request, they can update applicable information in Workday to kickstart the process. HR can easily complete tasks and manage a maternity leave process in the sleek UKG HR Service Delivery interface, housing tasks from multiple systems, including Workday. And with more time free in the day, HR teams can focus on their more strategic initiatives, such as strategic benefits and leave practices to better meet employees’ changing needs.

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For compliance reasons, it is essential for HR to stay up-to-date on expiring or outdated employee documents, such as Visa paperwork. This information can be essential to maintaining employment and avoiding legal fees. When employees need to obtain and submit new paperwork, the pairing of Workday and UKG HR Service Delivery helps to maintain security and privacy while minimizing roadblocks to completing the process quickly.

Reveal HRIS Data

Simplifying Employee Service with UKG

See it in action

This information is crucial in associating the transfer with the right person in the organization and synchronizing that information from Workday with UKG HR Service Delivery.

Employee Name and ID

When resolving issues of expiring documents, it’s important to identify the correct document and take action to update it.

Expiring document

The document dates–initial upload, expiration date, last updated date, etc.–are extremely helpful in staying on top of compliance. The “last updated date” will indicate when the file was last modified or uploaded in Workday, so HR can determine if it needs immediate attention.

Last updated date

Data from Workday

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As employee documents are about to expire or when HR finds expired documents in an employee’s folder, teams can simply request new documents within UKG HR Service Delivery. This kickstarts a digital process wherein employees can securely submit new paperwork and HR has the ability to approve or deny it, and file it accordingly. Updated documents can be stored in both UKG HR Service Delivery and Workday, and HR can actively manage these documents and be on the lookout for expirations in HR Service Delivery.

Simplifying Employee Service with UKG

Built from a merger that created one of the largest global cloud companies, UKG™ (Ultimate Kronos Group) is a leading provider of HCM, payroll, HR service delivery, and workforce management solutions that help organizations drive better business outcomes, improve HR effectiveness, and make work a more connected experience for everyone. To learn more, visit ukg.com.

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See It In Action

Managing Maternity Leave Processes

Simplifying Employee Service with UKG

Managing Maternity Leave Processes

Requesting Updated Employee Documents

About UKG

Creating an Offer Letter for an internal Transfer

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Learn More

Select a process to learn how UKG HR Service Delivery uses Workday data to benefit HR teams and employees alike by enabling better service.

Creating

an Offer Letter for an Internal Transfer

Managing

Maternity Leave Processes

Requesting

Updated Employee Documents