Employee Onboarding

Workday Job Aid

This task is performed by the Employee – New Hire.

E M P L O Y E E O N B O A R D I N G
To complete your new
employee onboarding:

1 From your Workday

home page, in the
Announcements
section, click the
Onboarding link in
the Welcome
announcement.

You may need to click

View More to see the
announcement.

Announcements are
unique to each
employee/country.

2 On the Onboarding
dashboard, in the
Getting Started
widget, click Go to
Inbox.

Return to this page

periodically to ensure
your progress is
updated as you
complete the tasks in
your inbox. You can
also access this page
from the Onboarding
application on your
home page.

There are actions that

you should complete
before your start date
and others that should
be completed on and
after your start date.

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3 In your inbox, you will
see several tasks.
The tasks you see will
vary by country.

Scroll to the bottom of

your inbox to start
with the oldest item or
change the Sort By
options to put the
oldest items at the
top.

4 Complete all the

onboarding actions in
your inbox.

5 When you complete

an action, click
Submit to record your
completion.

6 If you are prompted

with an Up Next
option after submitting
an action, click
To Do to continue to
the next action.

Once you start the

onboarding process, if
you need to stop, you
can return to your inbox
at any time to continue
your onboarding
activities.

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The steps to complete each onboarding action are provided in the following sections. The actions you see and
the order they appear may be different. The information required for some actions may vary by country.

 Review Documents
 Edit Government IDs
 Complete MyLearning Trainings
 Register for Onboarding Events
 Enter Contact Information
 Change Veteran Status Identification
 Enter Personal Information
 Change Workday Preferences
 Change Emergency Contacts
 Get Started With Your Laptop
 New Hire Checklist
 Add Skills and Experience
 Handling Confidential Information & Employee Privacy Policy
 Change My Passports and Visas
 Change My Photo
 Join the P&G Community
 Review and Edit Benefits
 Manage Payment Elections

Click the links above to jump to each section.

R E V I E W D O C U M E N T S

To complete the Review

Documents action:

1 Select the Review

Documents action.

2 Click the Employee

Handbook link to
review the employee
handbook.

3 When you have

completed your
review, click the
I Agree checkbox.

4 Click Submit.

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 E D I T G O V E R N M E N T I D S

This step may have been

started during recruiting
or hiring.

To complete the Edit

Government IDs action:

1 Review any
information for
accuracy.

2 To add an ID, click

the icon in the top
left corner of the table
where you want to
add an ID.

3 In the Country /
Territory field, click
to select your
country or territory.

4 In the National ID or
Government IDType
field, click to select
you’re the type of ID.

5 In the Add/Edit ID
field, type your ID.

6 Optionally, in the
Issued Date field,
click the icon to
select the date the ID
was issued.

7 Optionally, in the
Expiration Date field,
click the icon to
select the date the ID
expires.

8 When you have

finished adding all
your IDs, click
Submit.

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 C O M P L E T E M Y L E A R N I N G T R A I N I N G S

To complete the
Complete MyLearning
Trainings action:

1 In the Instructions
section, click the
MyLearning link.

Complete the
trainings that have
been assigned to you.

2 When you have

completed the
trainings, return to
Workday and click
Submit.

3 On the confirmation
page, click Done.

R E G I S T E R F O R O N B O A R D I N G E V E N T S

To complete the Register

for Onboarding Events
action:

1 Confirm with your

manager that you are
registered for any
relevant onboarding
events. This includes
corporate onboarding
and any additional
events that may be
hosted by your
function, business, or
site.

2 Click Submit.

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3 On the confirmation
page, click Done.

E N T E R C O N T A C T I N F O R M A T I O N

Many fields are pre-

populated from
information collected
during the recruiting or
hiring process.
Information captured here
is used for paper pay
slips, home mailers,
salary income tax related
statements or Crisis
Contact system (to name
a few).

To complete the Enter

Contact Information
action:

1 Review the
information in the
Address, Phone, and
Email sections for
accuracy.

2 If changes are
necessary, click the
icon in each
section to make
changes.

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3 Make any necessary
changes and then
click when you
have completed the
changes in a section.

In the Address
section, if the Usage
field is marked
(empty), click to
edit the Address
section and then in
the Usage field, click
to select the type
of address.

Special characters or
local language
characters (such as
umlauts) may not pass
through to SAP, so
please use only Western
script.

4 To add an additional
Address, Phone, or
Email, click Add in
the appropriate
section to add an
address, phone, or
email address.

5 When you have

completed the
changes and
additions in all
sections, click
Submit.

6 On the confirmation
page, click Done.

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 C H A N G E V E T E R A N S T A T U S I D E N T I F I C A T I O N

To complete the Change

Veteran Status
Identification action:

1 In the Select a
veteran status field,
click to select a
status.

2 In the Select all that

apply field, select all
descriptions that
apply if you selected
a veteran status.

3 Click Submit.

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 E N T E R P E R S O N A L I N F O R M A T I O N

The personal information

category may vary by
country.

To complete the Enter

Personal Information
action:

1 Review each field. If a

change is needed,
select to update or
add information.

Required fields are

marked with an .
Enter any additional
information you want.

2 When you are done,

click Submit.

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 C H A N G E W O R K D A Y P R E F E R E N C E S

To complete the Change

Workday Preferences
action:

1 In the Global
Preferences section,
select your preferred
locale, display
language, hour clock
and currency.

2 Optionally, in the
Search Preferences
section, select your
preferred search
category.

3 Optionally, in the
Account
Preferences section,
select a mobile
carrier, preferred
home page, simplified
view, or responsive
layout for prompts.

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4 Optionally, in the
Workflow
Preferences section,
choose to suppress
inbox exceptions or
select a default inbox
filter.

5 In the Background
Notification
Preferences section,
choose if you want to
display a message
when a background
or shared background
report completes.

6 Review the Channel

options for Email,
Mobile Push
notifications, and
Pop-up
notifications.

7 For each notification

type, click in the
Frequency field to
change the default
selection to Daily,
Immediately, or
Mute.

8 When you have

finished editing your
preferences, click OK.

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9 Review your
selections and then
click Done.

C H A N G E E M E R G E N C Y C O N T A C T S

To complete the Change

Emergency Contacts
action:

1 Required fields are

marked with an .

Click Add in a section

to add information.

2 Click in a section
to edit the
information.

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3 When you are done
entering emergency
contact information,
click Submit.

G E T S T A R T E D W I T H Y O U R L A P T O P

To complete the Get

Started With Your Laptop
action:

1 Click the Instruction

Guide for New Hires
/ Interns link and then
watch the video.

2 When you have

finished watching the
video, click Submit.

N E W H I R E C H E C K L I S T

To complete the New

Hire Checklist action:

1 Complete the New

Hire Checklist in
ServiceNow.

2 Click Submit.

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 A D D S K I L L S A N D E X P E R I E N C E

You may add skills all at

once or add them at any
other time. You should
choose about 5-10 of
your most important
skills.

To complete the Add

Skills and Experience
action:

1 Click Skills and

Experience.

2 Click Edit.

3 In the Skills field,

start typing a skill. As
you type, Workday
will display matching
skills.

4 Click the box next to a

skill to select it.

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5 If you wish to add
skills that you cannot
find listed (no
matches found), click
Create New Skill to
add .

6 For definitions and

further information
and resources related
to skills, hover over
the icon and then
click the Skills
Library link.

7 When you have

completed your
selections, click OK.

8 Review your selected

skills.

Note: Workday will

automatically
alphabetize list for
ease of review.

9 Click Done.

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 H A N D L I N G C O N F I D E N T I A L I N F O R M A T I O N & E M P L O Y E E
P R I V A C Y P O L I C Y

To complete the Handling

Confidential Information &
Employee Privacy Policy
action:

1 Review, sign, and

return the Handling
Confidential
Information &
Employee Privacy
Policy document
provided to you by
your manager or your
HR representative.

2 Click Submit.

C H A N G E M Y P A S S P O R T S A N D V I S A S

To complete the Change

My Passports and Visas
action:

1 Click Change My
Passports and
Visas.

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2 Click to add an
item.

3 Provide the details for

each field. Required
fields are marked with
an *.

4 Click Submit.

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 C H A N G E M Y P H O T O

To complete the Change

My Photo action:

1 Review the picture file

requirements.

Click Select files to

select a photo, or
drag a photo into the
drop zone.

2 Click Submit.

J O I N T H E P & G C O M M U N I T Y

To complete the Join the

P&G Community action:

1 Review the
instructions and click
the links to visit the
sites.

2 Click Submit.

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 R E V I E W A N D E D I T B E N E F I T S

To complete the Review

and Edit Benefits action:

1 From your home page

in Workday, click
Onboarding.

2 On the Onboarding
dashboard, find the
Benefits section and
then click the Benefits
link.

3 Review and edit your

benefits.

4 Open your Inbox in

Workday and open
the Review and Edit
Benefits action.

5 Click Submit.

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 M A N A G E P A Y M E N T E L E C T I O N S

To complete the Manage

Payment Elections action:

1 In the Routing
Transit Number field,
type the routing
transit number for the
account where you
want your paychecks
and travel expense
reimbursements
deposited.

2 Select the Account

Type.

3 In the Account
Number field, type
the account number
of your bank account.

4 Click OK.

For video training on Getting Started in Workday click the link below:
https://web.microsoftstream.com/channel/07f8f2a6-8b55-407c-b993-f97dc427597f

If you have questions on other processes, you can find training materials on
https://pglearn.pg.com/pages/?wpiuid=148214.

If you need help with a specific process, please contact your manager or your HR BAM.

For further assistance, contact P&G Employee Care. For a list of contact options go to http://gethelp.pg.com.

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