Cardinal HCM Telework Enhancements Now Live

This communication is being sent to all HR Directors, HR Administrators, and all Technical and Functional Interface Contacts at agencies with HR interfaces.

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The Cardinal HCM Telework enhancements are now available and ready for you to take action.

Please review the timeline below and do not miss the Maintain Teleworkers forum, as we will walk through the necessary steps you need to take and answer questions.

  • Wednesday, February 8, 1:00 p.m. - 3:00 p.m. - Maintain Teleworkers Forum
  • Tuesday, February 28:
    • Deadline for agencies to update the Employee Eligible for Teleworking field for active employees and upload data for all active telework agreements into Cardinal.
    • Maintain Teleworkers Summary Statistics Report available in Cardinal.

You MUST follow the guidance below, in order, for the three (3) steps needed to update your agency’s telework-related data in Cardinal HCM by Tuesday, February 28, 2023. Policy questions should reference the DHRM Policy 1.61 Teleworking for information or email Policy@DHRM.Virginia.gov. Non-Executive branch agencies are exempt from this policy, but are required to complete Step 2 below, due to a change in values in the Employee Eligible for Telework (Previously Work Mode) field on the Employment Data page.

Action

Method

Details

Step 1: Manage Position: Verify applicable Position Data – “Available for Telework” field is accurate for all filled positions.

 

 

No changes have been made to the Available for Telework field, however; you should verify this data. You will not be able to upload/add Telework Agreement data for anyone in a position where Available for Telework = N (No).

Run the V_HR_POSITION_MASS_DATA_CHANGE query to review this data. Follow the HR351_Managing Employee Telework Data job aid for updating positions if the Available for Telework field is incorrect.

Note: Position Data – Available for Telework field specifically refers to whether the duties of a position can be performed in a remote capacity. This should be differentiated from the Employee Eligible for Telework field which designates whether the individual is eligible for telework.

Step 2: Job Data – Employment Data Page: Update the “Employee Eligible for Telework” field (previously “Work Mode”), as required, to ensure all active employees have one of the three new valid values.

 

Option 1: Manual Entry (Less than 50 people to update? This option is the quickest/easiest)

Use the HR351_Managing Employee Telework Data job aid to manually key into Job Data/Employment by inserting a row into Job:

  • Effective Date = Current Date
  • Action/Reason = Data Change/Data Change
  • Employee Eligible for Telework = One of the three valid values:
    • Employee Eligible to Telework
    • Employee Inelig to Telework, or
    • Mobile Worker

 

Option 2: Mass Upload

HR413 – Job Data Mass Upload – Follow the detailed instructions on a new tab (Special Telework Instructions) for completing and submitting a Job Data mass upload file to DHRM. The “Employee Eligible for Telework” field has been added to this mass upload. Ensure you are using the new instructions and updated mass upload.

 

Option 3: Only Interfacing Agencies

HR003 – Employee Data Update Interface – Interfacing agencies should send a Job change row with the DTA/DTA Action/Action Reason sending the appropriate “Employee Eligible for Telework” (technical field name remains V_EMP_WORK_MODE) value for any that need to be updated.

Step 3: Maintain Teleworkers Page: Upload data for all approved and active Teleworker Agreements.

 

Option 1: Manual Entry (Less than 50 people to update? This option is the quickest/easiest)

Manually key the Telework Agreement data for all approved and active telework agreements. Use the HR351_Managing Employee Telework Data job aid.

 

Option 2: HR520 – Teleworker Mass Upload

HR520 – Teleworker Mass Upload – This new mass upload will load your Telework Agreement data. Follow the detailed instructions on the Instructions tab for completing the template. Before attempting to run the mass upload, review the Performing a Mass Upload job aid to ensure you understand how to use an upload in HCM since these were not covered during training. Do NOT submit this upload file to DHRM.

 

These are massive changes, don’t go it alone! Use the instructions and job aids provided! It is better to log a ticket and ask for assistance than to submit or load incorrect data, but please use the support materials provided!

Telework Support Materials:

Title

Description

Additional Guidance

HR351_Managing Employee Telework Data job aid

New job aid to support the teleworking process

 

Performing a Mass Upload job aid

Updated to include the new HR520 Maintain Teleworkers Mass Upload

 

HR413 Job Data Mass Upload Template

Employee Eligible for Telework field has been added to this template

Use the new Special Telework Instructions tab. Must be submitted to DHRM!

HR520 Maintain Teleworkers Mass Upload Template

A new mass upload program and template available for agencies to upload their own approved Telework Agreement data. Should NOT be submitted to DHRM.

Do NOT submit to DHRM! Use the instructions tab AND the Performing a Mass Upload job aid to upload correctly

V_HR_JOB_MASS_DATA_CHANGE Query

Employee Eligible for Telework field has been added to this query

Navigation: Main Menu > Reporting Tools > Query > Query Viewer

V_HR_POSITION_MASS_DATA_CHANGE Query

While there are no changes to this query, it can be used to verify that your position data in Cardinal.

Navigation: Main Menu > Reporting Tools > Query > Query Viewer

V_HR_TELEWORK_MASS_UPLOAD Query

A new Query to assist in populating the Maintain Teleworkers Mass Upload Template.

Navigation: Main Menu > Reporting Tools > Query > Query Viewer

Maintain Teleworkers Detailed Report

A new report for all the Teleworker-related data. This report provides HR Administrators (or those with HR Read-Only access) with a detailed listing of their active employees’ teleworking details. This report can be run to list only employees with an active telework agreement.

Navigation: Main Menu > Workforce Administration > Job Information > Reports > Teleworkers Detailed

Tip: Run with format = CSV to be able to open in Excel

Cardinal HCM Reports Catalog

Teleworkers Detail Report (RHR521)

 

Job Data Changes Form (Agencies)

Multiple updates to capture recent changes to Cardinal field names and valid values.

Navigation: Cardinal Website > Resources > Forms

HR296_Employee Data Extract

For interfacing agencies, updated V_EMP_WORK_MODE valid values. 12/12/22 interface communication located here.

 

HR003_Employee Data Upload

For interfacing agencies, updated V_EMP_WORK_MODE valid values. 12/12/22 interface communication located here

 

Additional job aids updated for new Telework enhancements:

HR351_Completing a New Hire

HR351_Completing a Rehire

HR351_Impact of Breaks in Service Overview

Managing an Inter-Agency Transfer

HR351_Managing the Intra-Agency Transfer Process

 

If you run into any trouble while completing any of the three steps, submit a help desk ticket to vccc@vita.virginia.gov and include “Cardinal – HR Maintain Teleworkers …” in the subject line. In the email, provide detailed information about your issue. Be sure to include your name, email address, and a phone number where you can be reached.

 

Regards,

The Cardinal Team