Discover Sysco Workday

All associates with access to Workday will input their CMP goals into the system beginning FY22.

The Workday CMP goal setting process is simple and streamlines our performance systems. The CMP goal template will be assigned to you at the start of each fiscal year. You will receive a communication via Sysco when it is time to begin inputting goals. To view the Goal Setting Video Tutorial click here.

Workday Homepage:

 To input your goals: 

1. Your homepage has two places to find your assigned CMP goal template. Go to your Inbox tile on the lower left side of the homepage or select the Inbox icon in the upper right corner of the page. (see above) ‍

2. In your Inbox you will see the assigned template. 

Section 1: Strategic & Transformational Goals‍

3. Select Add to begin creating your Strategic & Transformational goals.

4. Input your Strategic & Transformational goals:

5. To create additional goals, select Add 

6. After completing all Strategic & Transformational goals select Next 

Section 2: Growth and Development Focus 

1. Select Add to create a new development goal. 

2. Input the competencies and/or skills to develop (needed to complete this year’s goals). 

3. To create additional development goals, select Add. 

4. After completing all Growth and Development Focus Goals, select Next. 

Review and Submit 

1. Review all goals. 

2. When done select Submit to send to your manager for approval. 

Select Save for Later if you would like to come back your goals before submitting. Once you Submit your goals, you can no longer edit/add to them until after your manager has approved them. 

3. After submitting, you will see a success message. 

Editing a goal 

You may need to edit a goal that has been sent back by your manager, as you complete milestones, or your goals change throughout the year. 

1. On the homepage, select the Talent and Performance App. 

2. Select Goals in the Talent and Performance pane. 

3. Select which type of goal to edit from the top ribbon. 

If your manager sends a goal back to revised or finalized after reviewed it will look like this (from the inbox): 

1. Select the goal and edit as needed. (If no edits are needed, go to next step.) 

2. Select Submit to send back to your manager for final approval. 

1. Search on Change My Licenses and select it from the search results.

2. Click the plus sign.

3. Select your license type.

4. Enter your license class.

5. Fill in the country, identification number, issue date and expiration date.

6. Click Submit.

Salaried associates in the U.S. can request time off through Workday.

1. Click the Absence icon on the home page.

2. Click Request Absence.

3. Click/drag on the dates you wish to request.

4. Click on Request Absence.

5. Select the type of absence.

Available options include:

6. Click Next.
7. Review your requested dates.
8. Click Submit.

NOTE: Approved time off will show a green check mark.

Follow these steps to begin your onboarding process in Workday.

1. On the Workday home page, click on the Inbox icon in the upper right corner.

2. Your Inbox will open, and the tasks you need to complete will be listed on the left side.

3. Click through each task and provide the required information.

Enter Personal Information

Provide your:

  a. Legal Name
  b. Preferred Name (optional; other associates will see your Legal Name as well)
  c. Gender
  d. Date of Birth
  e. Race

Then click Submit.

Enter Contact Information

Provide your:

  a. Address (Required)
  b. Phone Number (Required)
  c. Email Address (Required)

Then click Submit.

Enter Government ID

Verify your Social Security Number is correct. Other IDs are not required. Then click Submit

Complete Form I-9

Complete these steps. If you started at the beginning of the onboarding steps, some information, such as your address, will be auto-filled.

  a. Verify your Legal Name.
  b. Enter your Address.
  c. Verify your Date of Birth.
  d. Verify your SSN.
  e. Select your citizenship status.
  f. Check the box next to I Agree.

  g. Click on the appropriate option if a translator assisted you.

If a translator assisted, he/she will enter his/her information in this section:

Then click Submit.

Complete Federal Withholding Elections

(Check with HR about other tax elections)

  a. Enter your tax information
  b. Click on the box next to I Agree.

  c. Click Submit.

Set up your payment elections:

  a. Direct Deposit will be defaulted (Pay Cards can be entered as Direct Deposit).
  b. Enter the first or main Direct Deposit account. This account will be defaulted as the Balance Account.
  c. Click the Add button if you wish to add more accounts (up to six).

  d. Once you have added all your accounts, click the Edit button next to the Payment Elections section.

  e. Click the plus sign icon.

  f. Fill in the Country and Payment Type information.
  g. Click the box under Account and select the account you have set up.

  h. If you wish to distribute your pay between multiple accounts, you must start by specifying an Amount for at least one of the accounts. Then you can choose to have the Balance put into a different account. Only one election can have a Balance distribution, and it should always be selected last.

Click OK.

Disability Self-Identification

Select an option.

Then click Submit.

Veteran Status Identification

Select your veteran status.

Then click Submit.

Review Documents

(Sysco Policies)

Click the Document Link for each policy.

Review each policy thoroughly.

Check the box next to I Agree.

Enter Emergency Contacts

(at least one)

Provide the following:

  a. Name of contact person
  b. Your relationship to the contact person
  c. At least one primary phone number or email address

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Add a Profile Photo

Mobile:

Click the Profile icon or the current picture three times. Your phone will prompt you to choose from your picture library or take a picture with your camera.

Desktop:

  a. Click Change My Photo.  

  b. Click Select files if you have a picture saved on the computer.
  c. Adjust the photo size.
  d. Click Submit.
  e. Click Done.
  f. Click Submit again if the photo is correct.

NOTE: You can change your photo at any time by typing Change My Photo into the search bar.

You can attach documents, such as job descriptions or performance reviews, to your Workday profile.

1. Go to your profile.
2. Click Personal.

3. Click the Add button under Documents.

4. Drop files onto the gray area or click Select Files to upload them.

5. Select a Document Category. Supporting comments are optional.

6. Click Upload.

7. Click OK.
8. Review, then click Done.

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You can save direct links to frequently-used tasks and processes by creating Favorites.

1. Use the search bar to find your task. For example, search on Change My Home Contact Information.
2. Select that task/process in the search results.
3. Click the Actions button at the top of the page.

4. Select Favorite, then Add.

5. Click OK.

6. You can find your saved Favorites by clicking the Profile icon and selecting Favorites.

1. Click the Profile icon.

2. Click on My Account.

3. Click on Change Preferences.
4. Select an option in the Preferred Display Language section.

5. Sign out and then sign back in to see the language change.

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1. Click the Personal Information icon on the home screen.

2. In the Change box, click Preferred Name.

3. Uncheck the Use Legal Name As Preferred Name box.

4. Edit the First Name and/or Last Name field(s).

5. Click Submit.

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6. Click Done.

ALTERNATE METHOD:

You can also edit your personal information by clicking the profile icon in the upper right corner of the screen, then selecting View Profile. Click the Actions button under your job title, then select Personal Data.

To install Workday on your Android device:

1. From your device, navigate to the Google Play Store.
2. Tap Search and type Workday.
3. Select the Workday app, then tap Install.
4. Tap Open to launch the app.
5. Tap the Login button.
6. When asked for your Organization ID, type sysco.
7. If prompted for an email address, enter your company email address. (If you do not have a company email address, enter networkid@sysco.com. If you receive an error, click Next.)
8. Enter your Sysco Network ID and password, then tap Sign In.

To install Workday on your iPad or iPhone:

1. From your device, navigate to the App Store.
2. Type Workday into the search field and select the Workday app from the search results.
3. Tap Get and Install.
4. Tap Open after the app has downloaded.
5. Tap the Login button.
6. When asked for your Organization ID, type sysco.
7. If prompted for an email address, enter your company email address. (If you do not have a company email address, enter networkid@sysco.com. If you receive an error, click Next.)
8. Enter your Sysco Network ID and password, then tap Sign In.

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NOTES:

When asked for your employer name or Organization ID, type sysco, even if your employer uses a different name (such as Freshpoint or Buckhead Meats).

Contact the Sysco Service Desk if you encounter issues logging in. Email customer.support@corp.sysco.com or call 281-584-1190.

Use your Sysco Network ID and password to log in to Workday. You can log in from a Sysco device or from your own phone, tablet or computer.

If you are logging in from a company device or from The Dish, you will use single sign-on to bypass the login process.

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For more information, click here.

The Internal Careers section of Workday allows associates to view and apply for internal job postings.

1. Type Internal Careers into the search bar and select it from the search results, or click the Career worklet on the home page, then select Internal Careers.

2. All job postings are shown by default, but you can narrow down the results by selecting filter options on the left. You can also use the search bar to search by keyword.

3. Click on a posting to view it.

4. The posting includes a job description, qualifications and more. Click the Apply button to apply for the position.

5. Your job history and other information will be pulled in from your profile. (If information is missing, you can click Go to your profile and add it.)

6. You may attach documents in the Resume/Cover Letter section (optional).
7. Complete all required application questionnaires.

8. Click Submit, then Done.
9. The application will be sent to your current manager, who will confirm that you are in good standing.

NOTE: After your manager confirms that you are in good standing, you can track your applications by clicking the Career worklet on the home page.

Then click My Applications in the View column.

If the My Applications button isn’t visible, click the More link to expand the list.

Internal vs. External Applications

Current Sysco associates must apply through the Internal Careers section of Workday. If you apply to an external job posting, you will receive an email telling you that your application cannot be submitted.

1. Click the Profile icon in the upper right corner.

2. Click View Profile.

3. Click the blue Team icon on the left side.

4. You’ll see an org chart of your team.

The Options icon on the left allows you to filter the chart by selecting or deselecting options.

Use the arrows to move through levels.

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Click a name to view that person’s profile.

The Print icon on the upper right allows you to export the chart to PDF, Powerpoint or Excel format.

1. Click the Profile icon, then View Profile.

2. In the blue sidebar on the left, click Personal.

3. Click the Additional Data tab.

4. Click the Edit button below Insurance and Liability.

5. Enter your insurance information.
6. Check the Declaration box.

NOTE:  Your OpCo may require that you enter your vehicle information as well. Check with your HR Team.

1. Click the Payroll Info icon on the home screen.

2. Click Withholding Elections.

3. Click the Update button.

4. Fill in the Effective Date.

5. Click OK.

6. Make your changes.
7. Check the I Agree box.

8. Click OK.

1. Click the Profile icon.

2. Click on My Account.

3. Click on Change Preferences.
4. In the Parent Notification Type section, select the type(s) of notifications you wish to receive for each business process.

If you select the Daily Digest option, the digest email will be sent to you at 12:00 a.m.

5. Click OK.

NOTE: If you select the Disabled option, you will not receive ANY notifications.

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Associates can:

• View their:
  - Job Profile (all job details such as Position, Title, Time Type)
  - Manager History
  - Management Chain
  - Compensation
  - Pay Change History
  - Worker History
• Change their personal data:
  - Home Contact Information
  - Personal Picture
  - Emergency Contacts
  - Legal and Preferred Names
  - Veteran Status
• View all Org Charts/Associates across Sysco
• Complete some Onboarding Steps (excluding Federal Tax Election, Payment Elections, Policies)
• View Inbox/Archive and Notifications
• Request Time Off (salaried associates only)
• Rearrange Worklets/Apps

NOTE: Help text, comments, Federal Tax Elections, Payment Elections, Policies and some other functions (i.e., Favorites) are not available in the mobile app.

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Managers can:

• Do everything associates can do
• View this information for their direct reports:
  - Job Profile
  - Contact Information
  - Position
  - Emergency Contacts
  - Time Off Balance
  - Compensation History
  - Job History
  - Management Chain
• Approve/Deny Time Off (Comments are not visible)
• View additional dashboards
• Approve Inbox items (Business Processes)
• Start Business Processes or Actions:
  - Terminate
  - Job Change
  - Compensation Change
  - Create Position

NOTE: To start a business process or task, click the My Team Management icon on the home page.

1. Click the Payroll Info icon on the home screen.

2. Click Payment Elections.

3. In the Accounts section, use the buttons to add, edit or remove bank accounts.

Note: You can add as many accounts as you wish, but only six can be used at one time.

4. If you’re splitting your pay between multiple accounts, use the Edit buttons in the Payment Elections section to specify the amounts that go into each account

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You must start by specifying an Amount for at least one of the accounts. Then you can choose to have the Balance put into a different account. Only one election can have a Balance distribution, and it should always be selected last.

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Time off requests that have not yet been approved can be canceled. Once approved, you must correct the request to cancel it.

1. Click the Absence icon on the home page.

2. Click Request Absence or Correct My Absence. Either takes you to the absence calendar.
3. Click the time off entry on the calendar.
4. Click Cancel this Request.

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5. Enter a comment. This step is required for a cancelation.
6. Click Submit, then Done. No approval is required.
7. Click Business Process > Cancel.
8. Enter a comment. This step is required for a cancelation.

Know someone who might be a good fit for Sysco? Refer them!

1. Click the Refer button on any job posting.

OR Type Refer a Candidate into the search bar and select it from the
search results.

NOTE: You can view the status of your referrals at any time by clicking the Career worklet on the Workday home page, then clicking My Referrals.

2. Provide contact information for the person you’re referring. Name and email address are required, but you can add phone numbers as well.

3. Provide additional information, such as your relationship to this person (optional). You may also attach the person’s resume and/or cover letter, if you have it.
4. Click Submit.

Referral Policies

While any associate can refer someone, only some locations offer bonuses for referrals. Please contact your HR Partner for details about referrals at your location.

Legal name changes will be sent to HR Operations for review and approval.

1. Click the Personal Information icon on the home screen.

2. In the Change box, click Legal Name.

3. Edit the First Name and/or Last Name field(s).

4. Upload the proof of legal name change (i.e., SSN Card) under the Personal Information category.

5. Click Submit.

6. Click Done.

ALTERNATE METHOD:

You can also edit your personal information by clicking the profile icon in the upper right corner of the screen, then selecting View Profile. Click the Actions button under your job title, then select Personal Data.

All associates with access to Workday will input their CMP goals into the system beginning FY22. Most associates will have an Inbox task delivered to them. In the case that they don’t goals can be added Ad Hoc. Follow the steps in this guide to add an Ad Hoc goal.

Workday Homepage

To input your goals: 

1. Access Talent and Performance, you can select your Profile icon (Displays as an image or a blue circle with white cloud), or the Talent and Performance tile 

If going through your profile, select the Performance tab on the middle-left side of your profile page  

If going through the Talent and Performance tile, select the Goals tab from the middle-right side of the Talent and Performance page 

2. Add/create a goal by selecting Individual Goals tab from the top ribbon (Workday defaults to Individual Goals) > Select Edit 

3. Under Individual Goals, select to Add a goal at the top. [See image below]

     a. Select a specific goal from the side to edit. 

4. In your Individual Goals section, the top has two tabs, Information,  and Items – Workday defaults to Items, when  you select the Information tab you find links  to support materials. 

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5. Fill in all fields: Goal, Category, Status, Due Date (typically the end of the FY), and Milestones (if available). 

6. When done, select Submit to send a notification to your manager to review and approve. 

You can select Save for Later if your goal information is incomplete or select Cancel if you would like to discard the goal creation/changes. 

7. When you select Submit, you will see a pop-up notifying you that it has been sent to your manager for review. 

Competencies/Skills: 

1. On the Performance page, select the Competency tab from the top. 

2. Select Add to create a new Competency/Development Item. 

3. Fill in all needed information: Competency (or Skill), Additional Information (From, To, How), Status (Unskilled, Skilled, Talented, Overused), and any additional Details. (To add comments, tasks, or events select Details.) 

4. When all information has been put in, Select the Check Mark in the top right corner. ‍

5. To submit, select the Add button
     a. Select the Pencil icon to edit. 

Performance Reviews: 

On the Performance page, the Performance Review tab at the top shows all past performance reviews input into the system. 

1. Click the Personal Information icon on the home screen.

2. In the Change box, click Contact Information.

3. Click the Edit button.

4. Click the Edit icon (looks like a pencil) next to the information you want to change.

5. Make your changes.
6. Click Submit.

7. Click Done.

ALTERNATE METHOD:

You can also edit your personal information by clicking the profile icon in the upper right corner of the screen, then selecting View Profile. Click the Actions button under your job title, then select Personal Data.

NOTE: To change your address in the mobile app, click your profile picture, then View Profile, then More, then Contact Information.

Required Information

Required fields are marked with a red asterisk.

Searchable Fields

Fields with three bars on the right side allow you to browse or search for options. You don’t need to spell the entire phrase. Partial words will work (i.e., instead of address, you can type “add”).

Click inside the field, then use the arrows to browse. Or type a keyword or name into the search box and press Enter.

Click the button next to an option to select it.

Actions

Actions buttons are used to access relevant actions, such as launching business processes, viewing reports or editing personal information.

Actions buttons are found on profile pages:

They are also found throughout the Workday system. Just place your cursor to the right of any blue text (such as a name). An orange Related Actions button will appear, giving you access to actions related to that text.

Editable Information

The Edit icon looks like a pencil and indicates that a piece of information can be edited.

You can use the Job Alert feature to set up automated notifications for jobs you may be interested in.

1. Click the Create Job Alert button on any job posting.

2. The Create Job Alert from Job Posting pop-up will be auto-filled with information (job profile, location, etc.) from the current posting. You can edit or add to it.

3. Provide a name for the alert and select the frequency (how often you want to receive alerts).
4. Click OK.

Mobile App

Click on the Profile icon or the current picture three times. The phone will prompt you to choose from your picture library or take a picture from your camera.

Desktop

1. Click the Personal Information icon on the home page.

2. Click the Photo button.

3. Drop in a photo or upload a photo by clicking on Select files.

4. Adjust the photo.
5. Click on Submit and Done.

Note: A photo will be requested during the Onboarding process.

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1. Click the Personal Information icon on the home screen.

2. In the Change box, click Emergency Contacts.

3. Click the Add button to add your first emergency contact, or click the Edit button if you already have a contact listed.

4. Add or edit the name, relationship and phone number of your contact. Other fields, such as address, are optional.
5. Click Submit.

6. Click Done.

ALTERNATE METHOD:

You can also edit your personal information by clicking the profile icon in the upper right corner of the screen, then selecting View Profile. Click the Actions button under your job title, then select Personal Data.

NOTE: To change your emergency contact in the mobile app, click your profile picture, then View Profile, then More, then Contact Information.

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Error Messages

Error messages are displayed in red. They typically identify fields where information is missing or entered incorrectly.

Click the red box to view error details.

You cannot complete a task until all errors are fixed.

Alert Messages

Alert messages are displayed in orange. They notify you of potential problems on a page. Alerts also display the location of missing or problematic information.

Click the orange box to view alert details.

Unlike errors, alerts do not prevent the task from being completed.

1. Click the Personal Information icon on the home screen.

2. In the Change box, click Personal Information.

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3. Click the Marital Status field and select a new status.

4. Click Submit.

5. Click Done.

Workday makes it easy to search for people, processes, tasks, reports and business data using the Search bar.

For example, to find an associate, type a name (first, last or both) into the search bar and press Enter.

Click People from the Categories list on the left side of the page to filter the results to only display people.

Keep in mind that searches only find exact matches. While you may enter a partial spelling of a name or action, if you misspell the search text you will likely not see any results.

1. Click the Personal Information icon on the home screen.

2. In the Change box, click Personal Information.

3. Click the Gender field and select a new status.

4. Click Submit.

5. Click Done.

Associates have the opportunity to correct time off requests after they have been approved. The correction will be routed to the associate’s manager for approval.  

1. Click the Absence icon on the home screen.

2. Click Correct My Absence in the Tasks section.

3. Select the day(s) off you want to correct. Or, click the Remove Row icon to remove the day(s). Quantity (number of hours per day) can also be changed. Type, however, cannot. If you need to change the Type of absence (from Vacation to Sick, for example), you must delete the request and start over.

4. Click Submit.
5. An approval request will be sent to the manager. Go to your Inbox Archive to see the current status

Question mark icons indicate that help is available for that topic or task.