Add Client Mandate Test for Employee (HR Staff task)
Add Client Mandate Test for Employee
HR representatives can now enter and view client mandate tests for employees they support in the new area of Workday.
STEP 1: Log into Workday
STEP 2: Navigate to the employee you want to enter a client mandate test for
Note: You can also enter Add Client Mandate Test in the search bar to select the task
STEP 3: Click the Personal category > Client Mandate Tests > Add button
STEP 4: Select a Client Mandate Test Type
STEP 5: Select a Client Mandate Test Result
STEP 6: Enter the Client Mandate Test Taken Date
STEP 7: Scroll down to the Attachments and Click [Select files] to upload a copy of the client mandate test results provided to you by the employee.
STEP 8: Select Category EE File - Client Mandates
STEP 9: Click [Submit]
If you have the HR Partner security role, the client mandate test is completed and visible on the worker profile and in reports. If you are an HR representative who is NOT the HR Partner, this will route to the HR Partner for review.