Workday Implementations Workday Reporting Workday Data Conversion Wor

**** ********* *******

Brooklyn Park, MN *****

John P. Planton

Tel: 612-***-****

****.*******@*****.***

WORKDAY HCM CONSULTANT WITH EXPERTISE IN: PROJECT IMPLEMENTATION, DATA CONVERSION, TESTING, REPORT WRITING

HCM/Payroll professional with 32+ years’ consulting experience using HCM software – most recent is 13 years of Workday HCM. Complete 100% functional in HCM modules, Data Conversion/Validation, Reporting/Dashboard, Testing, and Integration Testing. Provide solid team lead experience along with expert functional consulting skills. Proven track record of delivering high-impact results to Fortune 500 companies. Implementing and configuring employee databases of 1,200-180,000 including global employees.

WORKDAY Expertise Areas

HCM & Global Implementation Report Writing Lead Testing Lead

Benefits & Open Enrollment Data Conversion Lead/Mapping Functional B/A

Change Management Integration Design Doc/Testing Agile Methodology

EIB-ILOAD-DCDD Templates Workday Launch Workday Finance Reports

PROFESSIONAL CONSULTING ACCOMPLISHMENTS

System Implementation

●Implemented 20+ Workday HCM Systems with 7 Global including HCM Core, Benefits, Payroll, Absence, Talent Management, Recruiting and Finance modules.

●Implemented 10+ SumTotal HCM Systems including HCM Core, Payroll, Benefits, EEO, Interactive Workforce,

Time & Attendance, Recruiting modules.

●Performed 15+ SumTotal HCM system upgrades varying from Indexed to Relational versions.

●Implemented 20+ successful Benefit Open Enrollment periods.

Team Lead/Business Analyst Related – Workday HMC

●Data Conversion Lead collaborates with Functional Leads creating Data Conversion project plan, define legacy data requirements, define mapping doc for configuration and employee data. Discuss deliverable timelines for each tenant build and catch-up period. Create data validation process and produce validation matrix of each file for executive team. Creating EIBs, Iloads or DCDD Templates.

●Reporting Lead collaborate with stakeholders to gather reporting requirements, define deliverable using Workday Reporting (Advanced, Matrix and Composite) for reporting deliveries. Create Calc Fields and troubleshooting for accuracy and functionality. Participate in testing and assigning user roles to the reports.

●Test Lead creating testing strategy project plan and managing test scenarios and testers on various functional areas. Create testing scenarios as needed for each functional team. Expert at testing business process, parallel payroll, integrations, benefit open enrollment, learning, talent management and recruiting. Take ownership and drive home final execution of established testing project plan and monitoring defect triages during testing phase activities.

●Expert at analyzing functional issues related to BP’s, data, reports, absence/time-off, benefit, and compensation

Change Management

●Prepare Workday job aides and training manuals for training end users of the Workday HCM software.

●Participated in Train the Trainer for various clients in Workday.

●Train Users on Report Writer and creating Calc Fields.

●Train Data Conversion Team and HRIS Leads on ILOADs/EIBs creation and Legacy Data Mapping.

JPLANTON, INC. MINNEAPOLIS, MN 1991–Present

Independent HCM consulting company serving Fortune 500 companies in areas of Workday HCM Core and Sum Total HCM, Payroll, Benefits, and Self Service.

Workday HCM Consultant – Burrell May 2024-present

●Workday HCM PM/Lead – Data Conversion/Validation Lead converting (2) Acquisition companies of HCM, Absence Override Balances, Payroll and Payroll History data. Managing the HCM functional areas data files and ensuring the accuracy of the data loads. Managing the Payroll Pay History legacy data and mapping of the Earnings, Deductions and ensure the data is accurate with validating of quarterly totals

●Reporting developer for validation reports to be used to validate the HCM and Payroll files. Provide validation Matrix to team leads in Smartsheets. Updated (2) Dashboards and created (6) new Dashboards with total of (36) new reports. Providing testing status of each of the Dashboards to ensure filters and prompts working correctly.

Workday HCM Consultant – Pennsylvania Courts Nov 2023-May 2024

●Workday HCM Analyst – Reporting developer for HCM, Benefits and Payroll with responsibility to identify Workday Standard Reports and building HMC custom reports. Update the report tracker Smartsheet for related reports based on functional areas of Workday. Develop test scenarios for testing history transactions on reports that require multiple history records for accuracy. Data catchup EIB’s for Gold build.

Workday HCM Consultant – Dave and Buster April 2023-September 2023

●Workday HCM Analyst – Reporting Lead developer for HCM and Payroll with responsibility to oversee the report tracker Smartsheet for reports related to functional areas of Workday. Create and test HCM and Payroll reporting.

●Reporting requirement gathering, developing, and testing a wide array of workday reports from trending, matrix to advance to get them ready for production.

Workday HCM Consultant – Donaldson Oct 2022-Feb2023

●Workday HCM Analyst – Tier I support tickets, creating reports for global HCM and payroll, modifying various matrix Annual Turnover reports and creating numerous trend reports.

●On team using Workday Org Studio with Org Design for global reorganization effort. Updating Supervisory Organizations and team members according to reorganization efforts.

●Building Org Design reports for visual aid for viewing and auditing using data sources of Org Design.

Workday HCM Consultant – Athene April 2021-Sept 2022

●Workday Test Lead Global Implementation with 18 countries for a Workday merger of (2) Workday systems. Monitoring the Test Scenarios for Go-Live Sept 2022.

●Creating and identifying Test Scenarios for Athene functional areas using Smartsheet. This will consist of testing for Unit, E2E, Integration, Regression, and Parallel Payroll. Monitor status reports and RAID logs.

●Create Test Scenarios for Merit/Bonus and Open Enrollment benefits for E2E testing.

●Tasked to test the Athene Integrations for both E2E and Regression testing.

●Assisting on data validation and creating data mapping where needed by functional areas.

Workday HCM Consultant – Sound United May 2021-Aug 2022

●Workday Data Lead Global Implementation with 18 countries. HCM and Foundation files and Data Validation for Go-Live

Oct 2022. Creating HCM and Compensation Region Template Workbooks for Mercer’s MDC software and loading the templates to identify and correct the data issues for 100% data loads. Created legacy data mapping file.

●Task to keep track of the Global data gathering and conversion of the workbooks. Produce the data validation matrix to keep track of data issues and propose solutions. Using Mercer Data Connector for file uploads.

Workday HCM Consultant – Stormont Vail Healthcare Oct 2021-July 2022

●P/T WD Consulting for Payroll, HCM, Benefit Reporting and Data Validation for Go-Live. Created legacy data mapping file.

●Task to build 40+ multiple reports for Payroll, Benefits and HCM – several of the reports are complex Matrix.

Workday HCM Consultant – HYVEE Nov 2021-April 2022

●Reporting Lead and Integration Testing for Go-Live End of March 2022.

●Creating various HCM Benefits, and Payroll reports across the functional areas plus a few data transformation integrations.

●Integration Testing on multiple integrations.

Workday HCM Consultant – TTI Nov 2021-Feb 2022

●Team Lead on Date Catchup for Benefit, Recruiting and Hypercare for Go-live Jan 2022. Created legacy data mapping file.

●Worked with (3) ADPR developers on getting accurate data from ADP to be able to convert benefit date to WD for (2) catchup periods. Created the various healthcare group EIBs - this also included big bang approaches for re-validating Employee Data after catchup period.

●Benefit Open Enrollment Processing and Setup

●Created numerous HCM catchup data EIBs. Developed numerous Benefit and HCM reports for Gold build and post live.

Workday HCM Consultant – BNE Feb 2021-Nov 2021

●Payroll Reporting, Data Conversion/Validation, Integration Payroll Testing as needed, Hypercare for Go-Live Jan 2022.

●Validating Payroll Inputs, Gross and Net Pay, Taxes etc for E2E and Payroll Parallel. Creating several new Payroll Reports.

●Benefit Catchup Data EIBs for both P3 Parallel Payroll, Readiness, and Gold builds. Created legacy data mapping file.

●Benefit Open Enrollment

●Creating 25+ Payroll Auditing reports plus several HCM reports and Travisoft Cobra reporting.

Workday HCM Consultant – EMERUS May 2021-Aug 2021

●Benefits, Reporting, Data Conversion and Validation. Created legacy data mapping file.

●Creating Benefit Data EIB conversion for live client on Workday for 3 testing builds.

Workday HCM Consultant – ODFL July 2020-Aug 2021

●Benefits, Reporting, Data Conversion/Validation (ADP), Integration Testing as needed for Go-Live July 2021.

●Benefit Data ILOAD conversion and validation of workbooks for North America for E2E, P3 Payroll Parallel and Gold build. Providing metrics on data validations.

●Benefit Catchup Data EIBs for both P3 Parallel Payroll, Readiness, and Gold builds.

●Tasked for creating, modifying, and troubleshooting 80+ reports for E2E testing.

●Hypercare Benefit analysis, auditing of benefit plans and creating EIB’s for updating records.

Workday HCM Consultant – Elara Caring September 2019-July 2020

Jan-Feb 2021

●HCM, Benefits, Reporting, Data Conversion/Validation, Integration Testing for Go-Live July 2020. Created legacy data mapping file.

●Benefit Data ILOAD conversion and validation of workbooks for North America for E2E, Payroll Parallel and Gold build. Providing metrics on data validations.

●Benefit + HCM Catchup Data EIBs for both Parallel Payroll, Readiness and Gold builds. Prepare EIB list for acquisition.

●Benefit Integration testing and Benefit Reporting. Benefit Open Enrollment Processing and Setup

●Assisting in Payroll Input files and HCM workbook where needed.

●Jan-Feb 2021: 1094/1095-C configuration for partial year Jan-Jun 2020 and assisting Benefit Manger in coding of the Line 14 and 16 while validating these codes for accuracy. Creating 1095 Import EIB for corrections and for IRS transmitting kickouts.

Workday HCM Consultant – Donaldson April 2019-Oct 2019

●Global HCM, Benefits, Reporting, Data Conversion/Validation, Integration Testing for Go-Live Sept 2019.

●Reporting Lead – creating report matrix from gathering requirements, creating custom reports, and testing of global reports.

●Created compensation reports for validating configured advanced compensation plan for employee records.

●Created Matrix Global headcounts plus 85 production reports for function areas of Benefit, HCM, Talent, Payroll using External Payroll Results, and creating both schedule plus alerts.

●Data conversion and validation of workbooks for 60 countries and North America. Benefit and HCM Integration testing.

Workday HCM Consultant – Graco February 2019-April 2019

●Global HCM, Payroll, Benefits daily support.

●Closing out tickets for all functional areas with Payroll being top priority.

●Business Process Changes, Absence and Time Off Plans configuration and calculation changes, Benefit Plan configuration changes, custom reports and calc fields. Payroll Input EIBs for weekly and semi-monthly payrolls.

●US Benefits and Global HCM EIBs to ensure auditing of data is accurate for headcounts and downstream applications.

●Small Acquisition conversion with EIBs, Workday 32 Testing plus much more.

Workday HCM Consultant – Solera Corporation May 2018-April 2019

●Global Data Conversion of HCM and Benefit Workbooks plus verification of the data. Created legacy data mapping file.

●Data gathering and preparing (2) separate US Benefit Group iLOAD Templates workbooks involving 20 Benefit Plans.

●Assisting in data gathering and reviewing (60+) Global HCM Workday Data ILOAD plus Cloudloader Templates for E2E.

●Create custom workday reports for validating HCM and Benefit data against the HCM and Benefit Template workbooks.

●Create Benefit Matrix validation spreadsheet for Director of Benefits. Benefit Integration testing.

●Post live employee benefit data loads and creating custom reports for auditing HCM and Benefit data.

Workday HCM Consultant – Pomona College Nov 2018-March 2019

●HCM Data Conversion Workbooks plus verification of the data. Created legacy data mapping file.

●Data gathering and preparing EIB workbooks involving College Terminated Employee, Previous System Job History,

Previous System Compensation History and Service Dates.

●Data validation of all workbooks, and custom report writing pertaining to Terminations and Previous System History data.

Workday HCM Consultant – Blue Shield CA May 2018-March 2019

●Benefit Data Conversion and Validation of benefit Workday data to Oracle HCM. Created legacy data mapping file.

●Responsible for validating (30) workday benefit plans converting to Oracle 30 benefit plans.

●Provide validation on Benefit Plans, Coverage, Rates, Dependents, Beneficiary, Contact Information and Demographics data.

●Create custom workday reports for validating Benefit data against the Oracle data conversion data.

●Create Matrix validation spreadsheet for PM and Management team.

●Providing validation for all HCM and Benefits for acquisition of Care1st (ADP data) to Oracle for E2E and Production cutover.

●Providing consulting service for writing all WD Custom Reports for retiring of WD applications according to Blue Shield Retirement Application team.

●Processing Benefit 1095-C for Jan-Jul 2018. Creating process to develop Oracle 1095 Template using Workday 1095 data for loading into Oracle 1095 tables. Merging both Workday & Oracle 1095 Jan-Dec 2018 for complete year of data for IRS.

Workday HCM Consultant – JLL Corporation March 2017-Feb 2018

●Data Conversion - Started day 1 of Global Design Session to end of Life Cycle Phase1 through Hypercare. Created legacy data mapping file.

●Report directly to Director Global HR Tech & Program Management, Director Global HRIS.

●Assisted in development of the Supervisory, Cost Center, Function, Market, Location Hierarchy’s and took ownership on ILOAD/EIB data loads for these.

●Assisted the Workday Partner in creating the proper ILOADs from the Data Conversion team files.

●Assisted in the Testing Leads in creating Test Scenarios for functional areas.

●Responsible for creating the Data Validation Overview for satisfying both the Executive Steering committee and Workday DA review process. Created the Data Validation Metrics on my data validation of Setup Configuration and Gathering EE Workbooks proving the accuracy of the ILOADs and EIBs into Workday and this is used for partial decision of Go-No.

●Responsible for creating all data validation reports used for comparing data gathering workbooks for both Setups and Employee ILOADS - all tenant builds. Heavy calculated field designing used for reports.

●Developed EIBs for HCM and External Payroll (Actuals and Results) for all phases of testing including Integrations for P3 and Gold tenants – total records (2.7 million). Proper testing of Integration (back feed) to PS and ADP Global Payroll.

●Liaison between Director of Global HRIS and Integration Developers for creating integration design documents for both Inbound and Outbound Integrations. Gave guidance to Integration Developer on calc field design and custom objects.

Cyborg HCM Consultant – Maxim Integrated Feb 2017-Jul 2017

●Tasked to write the CSL (E/L) coding programs to extract off the HCM data and Payroll Paycheck History data.

●Performed data validation and provided the validation metrics on all the required Cyborg data segments that were extracted from the Cyborg HCM system.

●Assisted the Tableau person on instructing the configuration of each data file and data loading.

●This cyborg system was on a standalone backup server that wasn't maintained or used for several years.

Workday HCM Consultant – Masco Corporation Jun2016-Fed 2017

●Test Lead/Data Conversion – Solo WD Tester hired to perform Workday testing on Masco Workday Implementation project. Reported directly to the Director of HRIS and Sr. HRIS Analyst.

●Assist Functional leads in testing BP’s and Integrations. Participate in daily defect triage, payroll parallel meetings.

●Assisted Payroll Manager in creating Parallel Payroll Testing schedule and perform payroll Integration testing.

●Created multiple GL Ledger and Payroll reports for business units and for validation of payroll results and to compare against the GL Integration data to ensure 100% data accuracy.

●Creating many Report Writing reports for users during testing phases for employee lookups and validating against PeopleSoft HR/Payroll data. Heavy calculated field designing used for reports.

●Creating multiple HCM and various Payroll production reports from GL, Taxes to YTD Earnings/Deductions.

●Created HCM and Payroll EIBs during Parallel Payroll testing phase and working directly with Payroll team on testing.

●Created HCM EIBs for PS Cutover period during Gold Build.

●Responsible for creating the Data Validation plan. Created the Data Validation Metrics using my data validation results on the Setup and EE ILOAD Workbooks - proving the accuracy of the ILOADs and EIBs into Workday.

●Responsible for creating all data validation reports (65+) used for comparing against each data gathering workbooks for both Setups and Employee ILOADS - all tenant builds. Heavy calculated field designing used for reports.

Workday HCM Consultant – PVH (Van Heusen) Dec 2015-Jun 2016

●Test Lead/Data Conversion- Day 1 of Global Design Session to end of Life Cycle Phase1 through Hypercare. Report directly to Sr Director HR Systems. Created legacy data mapping file.

●Team Lead of 5 Workday testers. Created the Test Plans for P2, End to End, UAT, P3, P3 Integration Testing, Regression, and US Parallel Payroll. Assisted Payroll Manager in creating (4) Parallel Payroll testing cycles plans. Interviewed and hired Workday testers.

●Set-up meeting with Function workstream Leads to define scope of each testing phase and gather requirements for test scenarios. Review and approve all test scenarios that are to be developed. Guide and assist Functional Leads in writing proper test scenarios as needed.

●Performed gap analysis on functional area scenarios and created additional test scenarios as needed.

●Managed SharePoint Test Scenario Log, defining test cases, test scripts and ensuring proper input is followed by all users.

●For defect management of failed test scenario, I followed required agile methodology to ensure all test scenarios pass.

●Designed SharePoint traceability matrix and reported daily/weekly execution reports for management.

Participate in daily defect triage, scrum and payroll parallel meetings. Attended weekly Workstream Lead meeting.

●Assisted other independent workday payroll consultants on any parallel payroll testing on each cycle, create EIB’s and performed necessary data entry as required. Created Parallel Payroll testing metrics.

●Responsible for creating EIBs for both End-to-End and Parallel Payroll Testing phases. Performed online HCM transactions for multiple Benefit H&W, Benefit Retiree, Parallel Payroll Integrations transaction and performed complete testing of those E2E and P3 builds.

●Trained HR Team users in the HCM EIB creations for cutover data phase.

●Responsible for creating the Data Validation Overview for satisfying both the Executive Steering committee and Workday DA review process. Created the Data Validation Metrics on my data validation of Setup Configuration and Gathering EE Workbooks proving the accuracy of the ILOADs and EIBs into Workday.

●Responsible for creating all data validation reports (85+) used for comparing each data gathering workbooks for both Setups and Employee ILOADS - all tenant builds. Heavy calculated field designing used for reports.

PRIOR CLIENTS

Medtronic Workday HCM Consultant June 2015 – Dec 2015

Ecolab Workday HCM Consultant Feb 2015 – May 2015

University of Chicago Workday HCM Consultant Jan 2015-Mar 2015

American Century Investments Workday HCM Consultant Feb 2014-Oct 2014

Johnson Controls Workday HCM Consultant Sept 2013-Jan 2014

Maxim Integrated Products HCM Consultant Dec 2011-Feb 2013

Piper Jaffray HCM Consultant 2006-2011

US Airways (P/T) HCM Consultant 2006-2007

Minn-State Mortgage PT Mortgage Broker/IT Consultant 2004-2009

Martin Marietta HCM Consultant 2004

Martin Marietta Aggregates Project Manager & HCM Consultant 2001-2003

EQUIVA Services HCM Consultant 2000-2001

Lockheed Martin Defense & Space HCM Consultant 1999-2000

Metcalf & Eddy Project Manager & HCM Consultant 1999-1999

BF Goodrich Project Manager & HCM Consultant 1998-1999

Sun Chemical HCM Consultant 1997-1998

Lockheed Martin Aeronautics Project Manager & HCM Consultant 1995-1997

Reliance Electric HCM Consultant 1992-1996

Lockheed Martin Defense & Space HCM Consultant 1993-1996

American West Airlines HCM Consultant 1992-1993

Norwest Bank HCM Consultant 1991-1991

Metro Waste Control Commission Programmer 1988-1991

TECHNICAL SKILLS

Workday Training:

Workday HCM, Leaves and Absence, Compensation/Advanced Compensation, Benefits, Report Writing, BP’s, Security.

Systems:

Workday HCM 21 through current.

SumTotal (Cyborg) HCM and Employee Service 6.19 and prior SumTotal (Cyborg) HCM versions.

ADP Global View, Acumen Data System, Ultipro HCM, PeopleSoft

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