Category Archives: Special feature

What if AMS Actually Was Value Add?

What If AMS Actually Was Value Add?

Last week David Cruise wrote about how AMS (Application Management Services) provides Low Value, Low Return. David mentioned that I have been leading the charge on how we think Workday customers should be supported to ensure they get High Value, High Return. We will have more news to share at Workday Rising EMEA but for now, I wanted to pose a few questions for you all to think about. 

What if you could have a service that focused on case elimination and not on managing high volumes of cases to a rapid close? We think that adds more value to your organisation.

And if, while focusing on case elimination, what if you could work with experts that deliver skills improvements in your HRIS and Finance Systems support teams so your internal team become more and more self-sufficient over time? That might be a better focus for your business rather than spending time managing your AMS partner so they properly fix an issue, not just do enough to close the ticket.

And what if you could have a working relationship with your partner based on conversation, discussion and collaboration? What if you could always talk to the same experienced and highly skilled consultant? To us, that sounds like a much more positive working relationship than one based on tickets, hours and SLAs.

And what if you had a partner who actively helped you manage the feature releases, maximising their potential instead of taking just the mandated changes? That would make the Workday release significantly more valuable to your business.

And what if, at the same time as going through the release, a load of backlog items were cleared so even more value is added to your workers, managers and business leaders? That would have a massive impact on the perceived value of your function in the business.

And what if, over time, you could switch off your AMS service, because you can manage Workday within your own organisation, only needing to call in experts when you have a gnarly problem to solve? That could save your business a lot of money and set your organisation up to use more of the Workday solutions that you just don’t have the time and money to invest in right now. 

Sounds good, right? We’ve been working with Preos customers to pilot a new way of supporting clients. Be among the first to learn about our upcoming new service. Sign up today to stay in the loop.

Why AMS does not work

AMS – Low Value, No Return

Since we launched Preos the number of businesses unhappy with their application support provider has been a surprise. We know AMS (Application Management Service) is a race to the bottom on both cost and value but the volume of negative comment is astonishing. 

Why is that the case?

AMS is designed to help companies deal with Break Fix issues, generally small ones that can be resolved within a day, sometimes 36 – 48 hours. The operational nature of the service means providers are focused on low cost and fast turnaround. Customers really want incremental improvement which they perceive, and are told, they will get through Break Fix. But the only real overlap between the service provided and procured is on break fix and cost management, which does not give incremental improvement. The customer is therefore left feeling dissatisfied.

AMS providers need to close out tickets quickly, due to Service Level Agreement targets, meaning they are not interested in the business issue behind the problem being resolved. This can lead to reoccurrence of the issue. It can even result in a fix causing other problems, especially if end to end impacts of a fix are improperly tested.

The customers desire not to have to pay too much, means the AMS provider is not incentivised to reduce case numbers.

Preos view is that the AMS operating model is destined to disappoint. The race to the bottom leaves everyone feeling dissatisfied.

My colleague Caroline Eder has been working with Preos customers to pilot a completely new way of supporting clients. In the run up to Workday Rising EMEA we will be publishing more about our plans.

Follow the Preos LinkedIn page for more information in the coming weeks.

Maximising Value with Workday 2023 R2 Essential Guide

Workday is a powerful tool, yet we know that making the most of its regular updates can be challenging. We’re here to help simplify the process and ensure you extract maximum value from each release.

Every new Workday release brings fresh functionalities and enhancements to your organisation, and the upcoming Workday 2023 R2 release is no different. 

As a trusted Workday partner, we’ve prepared a user-friendly guide to the Workday 2023 R2 Release. Our team of certified Workday experts, with their wealth of experience, have created this guide to highlight standout features of the latest release to help you plan and make the most of new functions offered to your organisation. 

With clear sections, it breaks down the complex details of the release, helping you to maximise the potential of these new features in your organisation’s operations.

If you have any questions about the Workday 2023 R2 Release or Release Management, our team of experienced Workday consultants is here to help.

get in touch
download the WORKDAY 2023 R2 GUIDE

Preos Introduces a Mentorship Programme for Turkish University Students.

In the wake of the devastating earthquakes that shook southern Türkiye, claiming the lives of over 50,000 and leaving countless others displaced, Preos has introduced a mentoring programme to support university students from the affected regions. Spearheaded by Deniz Gemici, Preos Domain Lead, the programme is designed to provide much-needed long-term support.


Students from the region have been heavily impacted and have limited access to support. Through a structured six month journey, encompassing mentorship, training, and financial assistance, we aim to cultivate a brighter outlook for their future—whether it’s in their hometowns or larger cities in Türkiye.

At the heart of this programme is Deniz – an extraordinary colleague whose dedication and passion embody the spirit of Preos. Deniz is a cherished member of our team, but what sets her apart is her unwavering commitment to making a difference, both within Preos and beyond.

The events that hit Türkiye had a wide reaching impact, but for Deniz, the impact was personal. In response, we acted by matching employee donations towards earthquake relief efforts and directly supporting Ahbap. But Deniz recognised that more is needed – a sustainable, long-term solution.

Deniz is spearheading this initiative to offer mentorship, training, and financial support. We’re incredibly proud to stand behind her, providing the framework to support the programme.


Between January to June 2024, the selected students will be mentored by experts, and equipped with skills to thrive in their chosen careers. Offered remotely, the programme includes language skills, business acumen, interview and CV preparation, and a monthly allowance.


Applications are now open and will be accepted until September 30th, 2023, with screening and interviews held shortly after. Mentoring will start in January 2024. This initiative not only shapes the lives of these students but also enriches the Preos team, fostering mentorship and training skills.


Thank you to Deniz for being a driving force behind this great initiative that is set to leave a lasting impact on the lives of these students and our team at Preos. 

Stay connected with us as we share the progress on our blog.

Want to learn more?

If you are interested in applying for the mentoring programme or you know someone who is eligible, you can apply or find more information using this application form. 

Boosting Workday User Adoption: 7 Effective Strategies That Deliver Results

Bringing Workday into your organisation can lead to some transformational benefits. But realising them is entirely dependent on the successful adoption of the platform. And that’s not always a walk in the park.

Any major shift within a company – whether it’s introducing new software or reimagining team structures – requires change management. Simply put, change management refers to the tactics and methods implemented to ensure change is executed seamlessly and with minimal business disruption.

It’s a battle fought on several fronts. There are psychological considerations as well as practical ones – from getting people on board with the very idea of something different to delivering the training required to get the most from new software.

In this article, we use our experience guiding companies through successful change management initiatives to share some top tips for getting the most from your Workday investment.

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Tip 1: Reduce complexity

Any fans of needlessly complicated things in the room?

Didn’t think so.

Complexity can be a huge barrier to the adoption of any new solution, and Workday is no exception. It’s not uncommon to see organisations with numerous customisations in their Workday deployment that make using the platform a daunting prospect for employees and managers alike.

If this sounds familiar, take a step back. It’s important to remember that people will only have so much patience when trying to use a new tool. In fact, the natural reaction when things get complicated is to head for the hills and revert to tried and tested methods. Which probably means welcoming back your old friend, Excel.

With that in mind, the first step to successful change management isn’t really about change management at all – it’s about optimising the configuration of your system and processes and keeping things simple.

In our experience, there are lots of reasons a Workday implementation can be overcomplicated, like regulatory measures or just a basic misunderstanding of how the product works. Or attempts to transpose the way things were done previously directly into the system.

The good news is that in nine out of ten cases, it’s easy for a trained eye to see where things can be simplified to make the management and use of your platform far easier – and people far more likely to embrace it.

Tip 2: Establish exactly where and how Workday could be deployed

When deploying Workday, you need to give some serious thought to who in your organisation you want to use it, and what for.

The amount of change it can introduce in people’s lives can vary dramatically, and not all change will be viewed as positive. Finding the right use cases is a must. If you ask people to use the platform for things that add complexity rather than reduce it, you’ll likely encounter some major problems with adoption.

So, step two is to thoroughly assess the roles in your organisation that could benefit from Workday – and then, more specifically, the individual tasks people in those roles can use the platform for.

The best place to start with this is to consider the reason you chose Workday in the first place. This approach will also ensure that you integrate the right data within the platform, which is one of the biggest reasons adoption fails.

Once you’ve identified these core processes, it’s important that you continue to search for other use cases and benefits for different user groups. After all, the greater the adoption the greater your ROI. Each use case will be different, but the most important element is to understand where initial resistance comes from, and remove those obstacles as quickly as possible.

Of course, there are some instances where people will have to use Workday whether they like it or not, because it’s what’s best for the organisation.

For example, a common complaint from senior managers is having to create job requisitions or initiate job change transactions. As this is something that’s only done once a year or so, it can take a long time to complete – all while taking the manager away from more value-adding activities.

In situations like this, your focus should be on making it as easy as possible to complete the task in Workday. It must be simpler than calling or emailing HR. Getting this right requires the right support structure with local points of contact and champions to help managers use the system.

Book a complimentary Workday User Adoption Strategy Session.

Book your complimentary 30-Minute Personalised Strategy Session with our Workday user adoption expert today and make immediate progress towards increasing Workday user adoption at your organisation. 

CONTACT US

 

Tip 3: Demonstrate the benefits to encourage adoption

As a general rule, people are resistant to change. And asking people to change the way they work is notoriously difficult.

This will be especially true of certain demographics in your workforce – namely those that have been in their position a long time and are used to a particular way of doing things. After all, we all get attached to the things we’re familiar with. Even if those things are spreadsheets.

An even bigger problem arises when people feel the tools you’re giving them are adding to their workload. So, it’s vital to make the benefits of Workday clear – both personal and organisational – to every single person who will use it.

One way of doing this is to reframe the idea of having more things to do. Workday should be seen as enabler rather than a burden – something that provides direct access to the tools people need to get things done without having to ask anyone for help.

Essentially, Workday should never feel like it’s adding more work to already full plates. It should only ever help people to work smarter and more efficiently. But this has to be communicated effectively. Language around the solution should be positive, it should focus on the benefits of the platform and, if possible, those benefits should be shown not told.

For example, in the past we’ve encouraged companies to share short videos of senior team members using Workday to accomplish simple tasks on their mobile devices. This is a quick and easy way of showing a wide audience the efficiency it can bring to otherwise complicated processes.

Tip 4: Identify your early adopters and Workday advocates

Another important element of driving adoption is finding the people who can help accelerate uptake – those most likely to embrace change.

Digital natives, for instance, are generally more eager to adopt new technologies than Gen X. So start with those easy wins, and have them share their success stories far and wide to encourage others.

One technique we’ve seen implemented successfully is to identify key influencers within the organisation; the people your workforce listens to and takes its lead from. These may not automatically be the people in charge – although it’s important to note that all change should be led from the top, and your leaders should be aware whose voices carry the furthest in your organisation. Regardless, it’s important to cast a wide net with your stakeholder mapping to identify where advocacy and influence really come from.

Once you’ve identified these agents of change, and made Workday a central part of their role, they can become evangelists for the platform.

In the past, we’ve helped these individuals make Workday a part of their career path. And we’ve developed internal Centres of Excellence, where those with an appetite for the platform can continue to develop and refine its use for the good of the organisation.

The main point here is that if you choose people of influence who are already eager to adopt the solution, and provide them with the support needed to thrive, they will inevitably bring others along for the ride with them.

Not only will your advocates be more convincing to their peers than messages passed down from management, but they can also help with some essential local and cultural knowledge, understanding the best way to share ideas with the wider workforce to encourage adoption.

For example, in Japan we used Manga cartoons to engage employees to complete their day-one tasks following the launch of a new feature. Every company culture is different, and those with boots on the ground will have a better sense of it than anyone.

Tip 5: Remove pain points with timely, flexible training

Providing the right training is perhaps the most important aspect of removing barriers to adoption.

Often, we see training that only covers the “happy path” – how things should work when all goes according plan. But what happens when things go wrong? Because if there’s ever a certainty in life, it’s that something, at some point, will go wrong.

If people have to resort to calling support or finding answers from others in the organisation when this happens, you’ll quickly find the limits of their patience. Which is why robust and flexible guidance is imperative.

Training must be tailored to specific roles and activities, and delivered in easy-to-digest modules that use human language and not technical terms to communicate ideas. And, vitally, it must be accessible on demand, so people can resolve problems and learn new skills quickly.

It’s also important to remember that people learn in vastly different ways, so be sure to use a combination of e-learning, quick reference guides, videos, and simulations to make it as easy as possible for people to absorb information in the way they feel most comfortable.

Tip 6: Focus on continuous improvement

When it comes to Workday, change management isn’t a once-and-done activity. In part because the platform itself is improved and updated so regularly.

Keeping up with the changes can feel like the infamous task of painting the Forth Bridge: Once you’re done, it’s time to start over. But the rewards are worth the effort. So, it’s important that training and optimisation are continuous activities to prevent people from falling behind and getting lost in new features.

It’s also imperative that you conduct regular housekeeping activities. If data isn’t integrated with Workday, or if it’s done so incorrectly, the results the platform delivers will be inaccurate. And if the results are inaccurate, then you won’t achieve the business outcomes you were looking for.  

To avoid this, you need regular checks and balances in place to make sure Workday is being used correctly and people are getting the results they expect – and, of course, that your organisation is getting the most value from its investment.

In addition, you must have a living and breathing governance structure, with clear ownership of processes, the system, data, and knowledge management. This is key to creating a culture of continuous improvement.

Think about rewarding ideas and proactivity in this area. A little acknowledgement can go a long way in building adoption, advocacy, and ownership.

Tip 7: Measure success

Of course, there’s no point in continually moving forward if you’re not clear on the impact your actions are having. The final step of your change management program is to regularly measure the success you’ve achieved and identify areas for improvement.

Success will look different for everyone, so it’s best to start by reminding yourself why you adopted Workday to begin with. What efficiencies were you trying to achieve? Are your KPIs being met? And most of all, are your people happy?

The importance of this last point can’t be overstated. Really listen to the people in your organisation who use Workday (they almost always have plenty to say). Find out what their pain points are and make a visible effort to address them. You may even want to create a group for your power users to share optimisation ideas.

If your people feel like you’re working alongside them to make their lives easier, they’re far more likely to get on board.

Want to learn more?

As a Workday partner, we provide optimisation services to organisations of all sizes, delivering the guidance, training, and support to help you get the most from your investment.

A big part of our service offering is change management. In fact, we recently helped one company achieve a 97% Workday adoption rate within a week of go-live.

If you’d like to learn more about how we can help your organisation navigate change, get in touch.

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How to manage divestments in Workday

Workday recently celebrated its 18th birthday with a customer base in excess of 10,000. As Workday’s popularity grows, so do the mergers, acquisitions, and divestments that occur among its customer base.

Managing these transactions can be challenging, but it’s becoming a growing requirement for those managing Workday systems.

At Preos, we have helped many organisations navigate mergers, acquisitions, and divestments. We previously discussed in a blog how each M&A situation requires a unique solution. Divestment also requires you to take a strategic approach with similar considerations.

It’s important to carefully assess the situation and ask:

What is the size of the divestment?

The size and scale of the divested entity will dictate the data and system requirements needed for the transaction. 

When divesting a niche area of your business with a limited number of employees, the need to think of system-to-system data transfers would not be appropriate. However, there is a requirement to reliably extract the data meaning a clear data extraction approach must be taken. 

Conversely, if a significant proportion of your organisation is being divested, or the employee count is large, the need for system-to-system data transfer must be addressed.

What form does the deal take? 

The structure of the transaction will be a crucial factor in planning and executing the divestment. The form of the deal will likely be dictated by the buyer, whether it’s a private equity deal, IPO, or acquisition by another organisation. 

  • Private Equity
    If the transaction is primed as a private equity deal, it is likely the divested entity will require medium-term use of systems provided by the parent company (typically using a TSA). This is typically followed by either data transfer to a net new system or, in the case of Workday customers, a copy or build to a new tenant.
  • IPO
    A transaction centred on an IPO is likely to follow the same pattern as a PE transaction with system support being required before separation.
  • Purchase by another organisation
    If the entity is being acquired by another organisation, the form of separation can take many shapes. 

    If the number of employees involved in the transaction is low, it may require a set of custom reports to deliver data to the acquiring organisation on or around the divestment date. 

    For larger employee populations involving significant employee numbers, there may be a prolonged period of maintaining the separated population within the parent company system before a separation.  

The scenarios discussed above are not comprehensive, but whichever form the transaction takes, the requirements of the deal will inform the approach. The sale of the deal leads to another significant area of focus, regulatory requirements.

What are the regulatory and legal requirements?

Regulatory and legal requirements are also essential to consider, as any divestment will likely go through some form of regulatory process which will further guide the approach taken. The technical responses to the regulatory requirement will dominate the approach taken, including the need to consider:

  • Separation of data
    There will be a need to separate data within your existing system, typically using logical separation and security controls. Usually, this will become a requirement upon announcement of the deal.
  • Data Purging
    Once a deal is complete, it is critical to consider the need to purge data transferred to the new owner. Understanding the data footprint and implementing a clear strategy should be in your early plans.

What is the timeline?

Likely, the previously mentioned areas of size, scale, deal formation and regulatory requirements will have already defined many aspects of your approach. However, the timeline is an important strategic and tactical consideration. It is critical to understand what is realistic, the amount of effort required in the various approaches and the business need.

Conclusion:

As with M&A, there is not one correct approach or answer to how divestments should be managed within Workday. 

However, the lenses discussed above and the timeliness with which an organisation reviews and understands the environment of the divestment will contribute to the success of the separation and ongoing success of both organisations.

At Preos, our team of experts have significant experience in successfully guiding numerous organisations through the complexities of mergers, acquisitions, and divestments. Let us help you navigate the path ahead with confidence and ease.

Contact us today to see how we can support you to ensure a successful outcome.


Image (c) by Ronald carreño from Pixabay

Navigating Mergers and Acquisitions: Key Considerations for HRIS

Mergers and Acquisitions (M&A) can open a new world of opportunities within the HR and HRIS space. They also raise many questions and considerations. With so much at stake it is critical to navigate this landscape with care to ensure correct decisions are made, allowing the merged organisation to realise ts commercial and people objectives.

To make sense of the complex business and HRIS landscape during M&A, you must view them through different lenses to get a comprehensive understanding of your new organisation and guide you in making sound decisions. 

We’ve identified four lenses that we believe are essential for success:

  1. Timing and organisation imperatives 
  2. Data
  3. Components 
  4. Commercials 

Timing and organisation imperatives

Understanding the business drivers and timelines of the M&A activity is a central pillar of the tactical and strategic approach taken within the HRIS space. 

As you consider how HRIS is managed, it’s essential to ask the right questions at the outset, regardless of whether an acquisition has just been announced or when evaluating any M&A pipeline:

  • What are the key drivers of the acquisition, and how does this align with the business deliverables of the HRIS ecosystem in the combined organisation?  
  • Does the combined organisation aspire to harmonise elements of the People experience within a specific timeline? 
  • Are there any regulatory or audit considerations that you need to factor into your management plan to ensure that your organisation is compliant and that any risks are identified and addressed? 
  • What are the immediate reporting requirements for the combined organisation? 
  • Will managers immediately have teams spanning the two legacy businesses, meaning you must ensure that a system is in place to support the new structure? 
  • Is a new Organisation Design required, and if so, when should it be implemented? 

Ultimately, the answers to these questions will be critical to informing the approach you take in managing the combined HRIS estate. Whether you need to temper your aspirations or rapidly implement bridging technologies such as shared reporting, your HRIS roadmap and vision must be aligned with the organisation’s imperatives.

This will provide clarity and ease requests for funding while ensuring that your efforts are successful.

Data

A clear insight into the data landscape of the combined HRIS estate will guide decisions and establish direction. 

From a technical perspective, when it comes to M&A activity, managing data is a critical consideration. If organisation X has 1k workers and organisation Y has 10k workers, consolidating data will likely require the movement of the smaller workforce. However, there are nuances to consider, such as: 

Age of environments
The age of the HRIS landscapes used by both companies should be considered. This will help determine if legacy technology and processes are being used. Additionally, the age of the systems will indicate the amount of historical data that has been accumulated.

Posture of the environments
Consider the posture of the environments in which data is hosted. Whether hosted on-premise or in the cloud, the physical location of the data and the level of security applied to the environment are all key considerations in your analysis of the HRIS footprint. It’s also important to examine the quality of the data configuration.

Governance and Legislation
Understanding the data legislation relevant to the geographies involved in your M&A will also guide your thinking around the HRIS landscape.

It will help you determine if any locations require special consideration, such as the local hosting of personal data. Additionally, if your organisation is regulated, consider the internal governance frameworks and regulatory supervision.

By carefully considering all these factors, you can effectively manage the data consolidation process during M&A activity.

Components

It’s important to define and evaluate the various components that form the combined HRIS estate.

As organisations come together, it’s common to find that the combined HRIS estate contains duplicative solutions. That’s why it’s key to ensure a thorough catalogue of systems and capabilities to gain a clear understanding of the landscape.

Once you have a full catalogue, you can align your technology with the direction your people function will take. Determine if there’s a desire to move towards a single core HRIS solution or does the function wish to bring in best-of-breed technologies. With a solid understanding of the components, you can confidently make informed decisions to set up your M&A for success.

Commercials

Analyse the commercial agreements with suppliers, and factor in the associated costs and contract duration.

The cost of the platforms involved in your M&A will be a major factor. Depending on when contracts were signed with vendors, and the scale of those contracts, the cost can vary widely. Procurement and legal teams will need to be involved to understand and define the short and long-term strategies. 

Crafting a winning strategy for HRIS mergers and acquisitions

When it comes to M&A within the HRIS space, there’s no single correct approach or one-size-fits-all strategy.

There are many factors to consider, such as the scope and complexity of the project, cultures and values, and technical capabilities.

Remember many M&A scenarios are governed by a Transitional Services Agreement (TSA) which sets deadlines on when system separation must take place, with heavy penalties associated with missing them. Those responsible for systems must be laser-focused on beating deadlines, or at worst meeting them, as paying penalties will result in less funding available for future optimisation of systems.

However, by applying this framework and considering the various lenses discussed here, you can begin to define a clear vision and tactical approach to meet your goals and navigate the HRIS considerations for your M&A with confidence to achieve your desired outcomes.

Whether you’re in the planning stages of an M&A or already knee-deep in the integration process, our team is here to help you achieve your goals. Contact Preos today to see how we can support you to ensure a successful outcome.


Image (c) fauxels from Pixabay

Introducing Workday Time Tracking to comply with new German legislation

Earlier in 2022, Germany became the latest country to implement guidelines from the European Court of Justice (ECJ) to bring in new laws requiring employers to track the working time of their employees.

This move marked a change from the exception-based recording, which previously required most employees to track only Mehrarbeit (additional working time).

The good news for Workday customers is that Workday Time Tracking will help them to comply with these new requirements.

What is Workday Time Tracking?

Workday describes its Time Tracking feature in the following way:

“A consumer-driven, global time-and-attendance application. This cloud application works seamlessly with Workday Human Capital Management (HCM), Workday Payroll, Workday Absence Management, and Workday Projects to provide global organisations with a complete end-to-end user experience that works on the web and mobile devices, or with a physical time clock. Workday Time Tracking helps organisations increase worker productivity, reduce labour costs, and minimise compliance risks.”

Configuration Options

Workday Time Tracking has several options for tracking employees’ working time. These include a virtual clock, which employees use to clock in and out, or simply record their total working hours each day

The feature can deduct breaks from working time automatically, and calculate any extra hours, such as weekend work, that need to be paid at a premium. It also enables employers to set up alerts and validations, if, for example, an employee is required to take a 12-hour gap between shifts.

As of R2-2022, Workday has introduced Time Accumulators, which makes it easier to keep track of Gleitzeit (flex time) requirements in Germany and many other European countries.

Get help implementing Workday Time Tracking

If you are on top of Release Management, you may already be well prepared for this new release as part of your Workday Roadmap. If, however, you’d like help dealing with the complexities of configuring Time Tracking to the often-complex German requirements, Preos can help.

Our expertise in deploying time tracking and absence throughout Europe, combined with our understanding of Workday functionality, means we’re well-placed to support you when introducing, updating or configuring this useful new feature.

Please get in touch if you’d like to discuss how we can help.

Image (c) Susanne Plank from Pixabay

Workday Rising (Europe) 2022

Preos announced as Gold sponsor

We are pleased to announce that Preos is a Gold sponsor of Workday Rising (Europe) in 2022.

The event, which takes place in Stockholm between the 15 to 17 of November inclusive, brings together a community of Workday customers, prospective customers, and partners. Nearly 3,000 people are expected to attend the event, which is being held in Stockholmsmässan in Stockholm.

The theme for the 2022 event is change: preparing for it, managing it, adapting to it and making it. Among the nearly 200 speaker and panel sessions, will be a keynote speech by Björn Ulvaeus, who will discuss how ABBA has remained relevant since the seventies.

What to expect from Preos at Workday Rising 2022

Preos will have a strong presence at Workday Rising, with a large stand in the expo area staffed by experts from our fast-growing team of Workday specialists. Please drop by to say hello or to discuss any challenges you are facing with Workday. We’d be pleased to help.

You can enter our prize draw for a free Workday review by scanning the QR code on our stand and entering a few details. We’ll also be sponsoring a coffee stand throughout the event where you can pick up a reviving caffeine hit should expo exhaustion kick in.

We are also running a panel session. In A Mile in Our Shoes, Preos Advisor Mark Judd will interview Ros Marshall, Vice President, Human Resources (Global) at Jimmy Choo, and Ben Dudley (Preos CEO) to discuss how the luxury brand has taken opportunities to optimise Workday across HCM, Absence, Recruiting, Advanced Compensation and Payroll integrations. Visitors can book a place via the Workday Rising app – and we’re pleased to say the session is filling fast.

Finally, Preos experts Philippe Lauret and Andy Bradshaw, will be running Braindate sessions in which they will discuss various Workday challenges with users.

Preos Braindate Sessions include:

  • Purging Strategies – Meeting Requirements for purging data and complying with 6 years plus 1 legislation
  • Onboarding – Workday and Identity Access Management. Pre-hire access non-SAML and day one access with SAML
  • Did someone say IT Privileged access? 3 Steps to keep your auditors happy
  • Stuck processes (MOM) and data remediation and digging yourself out of a hole

Braindates can be booked on the Workday Rising app.

You can register for Workday Rising (Europe) here. We look forward to seeing you there.

Email us to reserve a meeting slot with one of our experts at Workday Rising.

Workday Docs – An opportunity to improve your candidate experience

In 2021, Workday released Workday Docs, a powerful new document generation tool to ensure consistent branding across automatically generated documents.

It’s particularly useful during the recruitment process, as part of Workday Recruiting, where creating a positive and consistent candidate experience of the brand is critical for attracting top talent.

The previous Workday Document Generation process offered only basic formatting, and many people found it frustrating to work with.

Workday Docs now gives users the power to use locked content, images, and more advanced formatting, including tables, page breaks, headers, footers, and margins.

It’s a real boost for users trying to give candidates a better and more consistent brand experience and reduce the need to use an uneconomic custom option.

So, the functionality to produce more consistent and professional documentation through Workday now exists. Now it’s down to organisations to make the transition from the old Document Generation system to Workday Docs.

How to make the change to Workday Docs

Sadly, there is no magic wand to wave to migrate to Workday Docs. It is a manual process where all new documents need to be created from scratch, which can take some time.

You can use both Document Generation and Workday Docs at the same time. So, if you are looking to move to the new system but are not keen on moving all your documentation over at once, you can do so on a document-by-document basis over time.

This option may be attractive if the capacity to make the transition is limited. However, candidates may encounter documents produced in two different systems, resulting in an inconsistent experience.

One alternative solution is to bring in capacity from external experts.

A trusted partner will guide you through the migration process and can take on the heavy lifting of configuring Workday documents for you. They may even be able to create additional value by advising on the process, design and content of documents used in recruitment.

You should also expect your partner to transfer skills and knowledge to your in-house team to ensure you can manage future updates and apply Workday Docs to other areas of Workday as the feature evolves.

Our expertise in optimising Workday tenants and deep understanding of Workday functionality puts us in an ideal position to support clients through this process.

Please get in touch if you’d like to discuss how Preos can help your organisation migrate to Workday Docs, or if you want to learn more about the opportunities and implications for your organisation.

Image (c) Shutterstock | Miha Creative