Quick Reference Guide
Objective or Task
Determine whether a worker update should be processed as a Job Change in Workday or handled using a different task.
Instructions
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Identify what job attribute needs to change for the worker.
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Use a non‑Job Change process if you are updating only one of the following:
- Supervisory Organization or Department
- Business Title
- Office or Work Space
- Compensation only
- Organization Assignments
- Funding or cost allocation
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Use the Job Change business process when multiple job attributes must change in a single transaction or when the change aligns with a specific Job Change template.
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Confirm that a Job Change is not being used to update Default Weekly Hours.
- Default weekly hours are used to calculate FTE and should not be changed.
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Select the appropriate Job Change template based on the type of worker and the reason for the change.
Job Change Template Guidance
General Job Changes
- Use Location Change when the employee’s work location changes.
- Use Absence Related FTE Change when FTE changes due to an absence.
- Use Extend Employment End Date when a fixed term worker will continue working past the original end date.
- Use Transfer to New Job when moving students or temporary workers to a different job.
Non‑Academic Employees
- Use Involuntary FTE Change for reductions due to involuntary reasons.
- Use Voluntary FTE Change for voluntary changes in hours or time type.
Contingent Workers
- Use Extend Employment End Date for Contingent Worker if the engagement is extended.
- Use Change Job Details for Contingent Worker when multiple attributes change.
Regular Staff Employees
- Use Qualifying Period Revision when an employee must move to a similar‑level job during a qualifying period.
- Use Staff to Academic Position when transferring from staff to academic employment.
- Use Transfer to New Staff Position in limited cases where recruitment is not required.
Academic Employees
- Use Academic FTE Change for grant‑ or faculty‑requested FTE changes.
- Use Academic Promotion for rank promotions.
- Use Transfer to New Academic Position when changing schools or units.
- Use Change Disbursement Period when annual work or disbursement periods change.
- Use Phased Retirement for initial or ongoing phased retirement actions.
Part‑Time Lecturers
- Use Transfer PTL to Lecturer Inactive when assignments end but reappointment is expected within 18 months.
- Use Correct PTL FTE when service hours change.
- Use Reappoint Inactive Lecturer when returning within the 18‑month holding period.
Outcome
You can accurately determine whether a staffing action requires use of the Job Change business process and select the correct template or alternative task in Workday.