Migration Tool: Object Transporter (OX)

Object Transporter (OX) is a tool that migrates objects from one tenant to another (source tenant to target tenant).  Workday Supports Migration between these tenants.You can only migrate objects that are supported by web services.

Source                    Destination

Implementation --> Implementation

Implementation --> Sandbox

Sandbox           --> Implementation

Sandbox           --> Production

It is not recommended to migrate between Preview and non-Preview tenants. There’s a high risk of errors because of potential differences between web service versions and data models. You can migrate up to 100 objects together in a collection called a Configuration Package.

Workday associates a UUID value with each migration and displays it at the start of the migration process. This value is useful for tracking purposes.

Remember that it migrates only configuration data for an object and the dependent objects that the instance uses, but not transaction or reference data.

FYI -

Use the Integration IDs report to find current Reference ID values for one or more object types.

Use the Maintain Reference IDs task to make bulk changes.

General: Workday Sample Resumes

Workday Resume Samples

Access the sample resumes on Workday by clicking the below link. This will be routed to google Drive.

         👇

Workday Sample Resumes

Workday Jobs and Portals

If you have already started searching for jobs around Workday congrats and all the best. Here are some of the web portals that you can take a check to see the as on date job openings on Workday.

This is not the exhaustive list, but it will give you a good start. Click on the below links to open and explore the opportunities. And these are not country specific, so go to the website and set the filters on location accordingly.

Linkedin 

Workday

wdgigs

ALKU

Glassdoor

Monster

Naukri

Indeed

JobLift

Dice

SimplyHired


Below Links will take you to Workday website, which helps you to identify who are the customers and who are the partners of workday.

This ideally gives you a picture as which all companies have implemented Workday and by going through their individual company career portals you can make out the open positions and apply then and there itself.

Customers of Workday

Service Partners of Workday

Global Payroll Partners of Workday

Software Partners of Workday

All the best for your Job search!! Please comment below if you know some other sources for Jobs on Workday and which portal is more effective in fetching you a job.

Why am I not able to see my Workday Attachment ran through integration?

Document Retention Policy

We need to know what Document Retention Policy is all about, to answer the question.

In Integrations, like EIB, Core Connectors and Studio we have Document Retention Policy. When your Delivery Method is Attachment we will have a Document Retention Policy to set.

At the maximum you can retrieve your workday generated attachment / file with in 6 months based on the # of days you provide in the setup. (Select in between, 1 day to 180 days).

In simple words, how many days should the generated be preserved by workday for you to access.

Core Connector Sample:

Go to Integration System >> Configure Integration Attributes >> (Attribute provider) Integration Document Retention

Core Connector Document retention Policy

EIB Sample Screenshot:

EIB Document retention Policy

For example:

Lets Say, your integration was set up with Document Retention Policy of 90 days, and you are trying to retrieve your report/file which got generated 90 days back.

Now on this day when you wanted to retrieve that report, if it is not showing up, that means, as per the setup you can not view greater than 90 days old report.

--
Few may say that, I saw the report few days back attached to the integration, but today it is not showing up, the reason is Document Retention Policy.

Business Processes: How can I Reassign a Task in Workday?

Reassign Task

What if all of a sudden a manager went on a leave where he did not had a chance to set Delegations to his/ her peers or managers. Those tasks might be pretty important that needs to be completed or acted up on.

If you are a HR Administrator or a HR Partner or an administrator who have access to the task - Reassign Task will come to the rescue.

Reassign Task allows you to reassign all the tasks that are unassigned to anyone, for a Particular Worker or for a specific system user and few others as shown above.

Once you set the criteria then, click on OK to see the tasks that are present per selection. and then it will present you the list of tasks that can be reassigned to other workers. Remember to put the comment on the right, in this screen.

Additional Reads:

Proxy Access
Delegation

What is Workday Customer Central?

Customer Central

We often listen to this term Customer Central in Workday. Its a Workday tenant that sits on top on all non-production tenants, which allows customers to view all non-production tenants in one place. 

Using Config Catalog in the Customer Central you can make your tenants back to Factory Default configs. Customer Central is a new tenant in each customer environment that resides over all customer non-production tenants during their life as a customer. Customers must have a Customer Central tenant in order to access the tools. No customer data is housed within Customer Central. It only provides a means for managing other tenants and access to the new tools

There are certain tools that are accessible through Customer Central.

• Tenant Health Dashboard - An availability status of each of the tools, Information relating to the setup of each user in the tenant
• Configuration Catalog - Migrate specific data sets from Factory default to non-prod tenants
• Access of all non -prod Tenants - Centralized view, easy to access and maintain.

Additional Reads:

Workday Community

Power of One

The Power of One

Power of One

Power of One is the heart of everything that works in workday. All customers are on the same version of Workday: one code-line, one version, and one Workday Community—Workday calls it as the Power of One.

Empowerment is the foundation of a happy customer base, and Workday’s latest measurement revealed 97% customer satisfaction. In true democratic fashion, members of Workday community even suggest and then vote on new features. The Workday Brainstorm is an incredibly innovative program, with customers having contributed hundreds of ideas to our products through the years.

There is only one version of Software in Workday at any point. These 4 reasons contribute to the success of Workday.

• One Source of Data - Turn insight into action. With a single system for finance, HR, and analytics, Workday gives you total visibility coupled with the power to act on it
• One Experience -  Workday gives you the intuitive and informative experience you need to manage change and engage your workforce. As technology advances, Workday automatically delivers the latest interface innovations to you without requiring any process or configuration changes on your end. See how our approach profoundly impacts the success of our customers.

• One Security Model - Security is at the heart of our business. We provide protections that traditional software vendors can’t. We build, and continually update, rigorous safeguards into every product to maintain the highest level of security.

• One Community - Through a highly engaged ecosystem, our customers share ideas and best practices as a community, and actively engage product teams on the next innovations.

What is Workday Community?

Workday Community

This is a platform for all the Workday Partners, Workday Customers,  and Peers who are working on Workday. Here you can collaborate with other Workday Enthusiasts, share ideas, propose solutions, brainstorm, post questions, seek answers etc.,

Community helps customers to enhance their knowledge on various Workday Applications.

You get access to Workday if you are a Workday Customer, Workday Partner, or Workday Employee.

Workday Community

In Workday's words:

"The Workday Community supports, educates, and empowers customers by connecting them with peers and partners. Members share ideas and best practices through a variety of collaboration tools, including contributed solutions, forums, and user groups. And if customers have great ideas for product enhancements, they can let us know. In fact, we've put more than 1,800 brainstormed ideas into the product. It’s a model of shared success that’s only possible with our unique technology platform."

How to change Logos or Colors in WorkdayTenant?

Ever wonder if there is any possibility that we can change the colors or logos of the tenant that you are working.

Yes it is possible with the task Configure Tenant Branding.

The primary reason to change the Color of your tenant would be to differentiate the tenants (Production, Sandbox, Implementation, etc,.) as you know all the tenants including Production resembles same with respect to look and feel.

You can change the tenant colors which in deed will change the colors of the applications on the home dashboard.Changing these colors will change the color of your title bars and profile menus too.  It's not possible to change individual application/worklet colors.

Task: Configure Tenant Branding


To Change Branding Color


View Branding Logo

Branding banner View

Small Branding Banner View

Small Branding Logo View

Integrations: What is WECI in Workday Integrations ?

WECI

WECI, Worker Effective Change Interface, to detect the effective change events of worker. 

The Worker Effective Change Interface is an outbound integration that sends a full effective stack of worker data to third party systems. In addition to the already delivered functionality of corrections, rescinds, indirect, future and retro transactions, there are additional data sections and enhancements customers need in order to fulfill their third party system requirements.

Additional data sections will reduce customer effort in mapping fields required for the downstream system. Adding attributes will increase the flexibility of the connector so that customers can tailor the data extracted to the third party system.

Because of the resource-intensive nature of a WECI event, it is not an appropriate solution for frequent runs or for near real-time integrations, and because WECI returns the full stack of transactions, frequent runs are not necessary. In general, WECI should not be run more than once per day per supervisory org.

Unlike PECI, WECI includes contingent workers in it's output. It will run for the entire active worker population or can be restricted by the "Restrict Results By Orgs" launch parameter. Note that only supervisory orgs can be entered in this launch parameter.

WECI is not designed for time periods of inordinate lengths. Although WECI does not restrict effective and entry date ranges to pre-defined limits, WECI time periods should typically not be longer than a month. Extended time periods of several months or years, will likely cause issues when attempting to process excessive future-or-historic data for which WECI was neither designed nor tested. Restrict time periods to common sense intervals required to feed downstream endpoints.

These are the use cases of WECI:

• Non Payroll Applications i.e. that require full effective stack changes like Data Warehouses, Data Hubs or Compensation Planning applications.
• For Payroll Applications, WECI could serve as a bolt on to PECI in case where PECI has a given limitation for a specific use case of an industry or client that WECI can address.

Common Issues: 

Issue: 

Fields marked as "Include in Output" are not coming through in the output file, even when changed.

Resolution:

Ensure that in the parent section the desired output sections are checked "Include in Output". Selecting child elements does not automatically select the parent element to include in output.

Issue:

The following unexpected error has occurred: Multiple Worker Effective Change Interface - Summary DIS documents found! Should only be one!

Resolution:

Do not orchestrate multiple WECI integrations off of a single BP.

Issue:

A completed hire event is reported and a subsequent effective change updates a value required by the downstream system, such as National ID.

Resolution: 

CCW would only report a single transaction with all the values for transactions subsequent to the hire, so an updated National ID would be automatically included in the HIRE transaction. However with WECI, each transaction is reported independently, therefore there will be separate HIRE and DTA transactions for the HIRE event and subsequent change to National ID. The post-processing transform will need to detect the HIRE event and inspect the following effective changes for values that need to be included on the HIRE event transmitted to the payroll vendor

Issue:

Multiple contact data changes are not consolidated by WECI.

Resolution:

For example suppose there are two contact data changes in an effective date range on different effective dates. On the first date the employee changes their home address, and on the second effective date, their email address changes. The payroll vendor only supports a single row for changes to contact information. In this case all changes containing data for the single row required by the vendor need to be detected during the transform and consolidated in a single row before being transmitted to the vendor.

Interview Questions and Concepts - Business Processes

Business Processes

Business Process
Workday-delivered processes. You cannot create new business processes, but you can configure them to meet your workflow requirements

The definition of tasks that need to be done for an event to occur, the order in which they must be completed, and who must do them.

Helps define and implement business processes to suit the way your company works. You choose the tasks that compose a business process and what order they must be completed

• What steps need to be taken
• When does this action happen
• Who initiates the process

Business Process Components
created using a combination of actions, approvals, approval chains, to dos, and checklists

Action
Can be a single task, or it can be a sub-process that triggers a list of multiple tasks

Approval
An approval of a task or event

To do
A reminder to complete a task, either within Workday or outside the system

Condition rules
Control whether a step will be activated

BP configuration options
Workday delivers pre-configured default business process definitions. Although you cannot create your own business process, you can edit existing processes and control access through configurable security. We can also copy a definition, and modify it to meet the needs of a particular organization, if needed

The Business Process Configuration Options report details all available actions for a business process and which approval actions and sub-processes are allowed. Details the save options, restrictions, prerequisites, and more

Business Process Type
Workday delivered events of a specific business process type can be automated using workflow (hire, terminate, expense report)

BP Instance
A business process that the initiator has started

Event
A transaction for a worker when a BP is invoked (hiring someone)

Business Process Configuration Options Report
A report that can be run for any business or for any sub process, and it will return all business processes in which the sub process can be used.

Condition Rules
"If" statements for a process, if this condition is met, then this step is met.

Advanced Routing
Excludes users from workflow routing
Identify alternate routing for those users excluded from transaction

Step Delays
Post pone a task from appearing in the inbox until a specified time frame has been met and will halt entire process depending on delay completion

Business Process Custom Notifications
A message about a business process event that is sent to recipients or security groups.

Approval Chain
Sequence of approvals that starts with an individual and then goes up the hierarchy of the security group

Consolidated Approval
Allows you to combine multiple steps into one approval task

BP Effective Dates
When you edit a business process it has an effective date, and you can view the definition as of a date. By default, the definition of a BP will use is dependent upon when the parent process was initiated

Business Process Templates
Configure help text and instructional text on:
- Component tasks of a guide editor (on-boarding)
- Tasks that are available for manager self-service (change job)

The Manage Business Process for Worker Task
Task that ensures business process inbox tasks are managed for workers who are terminating or transferring

"Find Events" Report
Report that shows events by business process and allows for filtering with facets

Delegation
Temporarily reassigns your tasks to another user, enabling that user to perform individual actions on your behalf.
- Note* Delegation does NOT work while using the Proxy features, you MUST log in as the user

"Rescind" Business Process vs "Cancel" Business Process
Rescind
- Use when process is in a status of "Successfully Complete"
- Can be done by security groups with appropriate permission
Cancel
- Use when process is in status of "In Progress"
- Can be done by security groups with appropriate permission as well as worker who initiated the process

"Correct" a Business Process
To change information entered during the business process. A correction can be done while the business process is still "In Progress" or after it is "Successfully Completed"

"IF" Condition Rule
If this is true (complete step)...if this is not true (skip step)

Business Process Event
Transaction that occurs within the organization such as hiring or terminator of an employee

Business Process Definition
A task to be completed, assigns who needs to complete or approve

Business Process Components
Action, approval, approval chain, to-do checklist, multiple events

Business Process Framework
Based upon security group, who can start the process, preform steps within, and approve, correct, cancel or reassign the task

How do you find a business process definition within Workday?
Search bp:

What are notifications?
Notifications are to set when an action needs attention from a security group
Can be sent in Workday or to an email address

All business processes are only considered successfully complete when all steps in the process are executed
False

What is the name of the report that provides parameters for configuring a business process?
Business Process Configuration Options

Report that will return BP that are used as sub-processes
Business Process Configurations Options

Navigation required to set a step as the completion step of a BP
On related action of a step > BP > Set as Completion

A sequence of approvals that starts with an individual the goes to that persons manager and on up he management chain until it gets to the top or until some exit condition is met
Approval Chain

If you want to do a sub process what step type will you use?
Action

A business process definition will NOT be inherited if the subordinate organization has its own version of the process(T/F)
True

You can edit a BP def with an effective date in the past(T/F)
False

Ability to configure individual workflow steps so that selected individuals are excluded from the workflow touting based on their involvement in the BP
Routing Restrictions

Navigation required to add a new custom notification to a business process
Navigate to business process name's related action > business process > add notification

To be able to select the related action icon for BP steps what mode does the business process definition need to be in?
View Mode

Consolidated approvals allows a user to approve or deny several previous steps as a SINGLE action (T/F)
True

Test the workday custom report !!

Its always suggested to test your report results before you do a full run. The reason for this is your full run may fetch you the results which are not desired by you, this takes a considerable amount of time if you have more data. By clicking on test, this helps you to ensure Workday displays the data correctly based on your criteria or report filters.

When you test a report, Workday displays the first 10 results. When the report includes a:

• Filter, Workday applies the filter to all instances of the primary business object and displays the first 10 results.
• Subfilter, Workday applies the subfilter to the 10 filtered instances and displays the results.

Integrations - Sequence Generator

Sequence Generator

While producing an output file for your vendor or third party system, you don't want to send same file name all the time. Sequence Generator is used to generate a unique, sequenced number each time you run and produce an output file.

For Example your file name looks like - WorkdayDemog.csv and your vendor needs this file every day two times, then with the same file name it will add to more confusion to identify.

If we make using Sequence Generator to the above example you can generate the file name say WorkdayDemog0109112019124039.csv

This represents:

              WorkdayDemog is the file name,               01 is the sequence ,               09112019 is the date,              124039 being the time HHMMSS

The Sequence generator can be used in EIB , Core Connectors or Studio integrations.

If a process generates multiple requests for the next sequence number very close together:

·        Workday attempts to generate the sequence numbers.

·        Workday can generate skipped, nonconsecutive numbers.

Tasks you can use to create, edit and view sequence generators for EIB :

Create ID Definition / Sequence Generator (Also see View and Edit)

Integration System > Configure Integration Sequence Generators 

Below are the detailing of the field while 

Last Number Used- Manually sets the last sequence number. This option is useful if you previously used a different ID generator and you want to continue from where the ID ended. When you set the number, the initial sequence number will be your number plus the Increment by value.

Last Date Used- Specify this date, plus an interval for Restart Every to determine whether the date is before or after the last restart interval. Then Workday sets the sequence number based on the date.

Increment by- Specify the value to increment sequence numbers by.

Restart Every -Specify how often Workday resets the sequence numbers.

Restart Based on Time Zone- The standard time zone is Pacific Standard Time/Pacific Daylight Time (PST/PDT). To use a different time zone for the file generation date and time used in the Format/Syntax field, select the time zone from the prompt.

This value doesn't affect when the event actually occurs. Use this prompt only to localize the date for display purposes.

Restart at Number- Specify the number Workday uses when restarting sequence numbers. To use this field, you set the Restart Every value.

Padding with '0'- To pad sequence numbers, specify the number of zeros that Workday uses to pad each sequence number.

Format/Syntax- Define the filename format by entering:

o A string constant.

o A pattern for the date and time.

o A sequence number pattern.

o The file extension.

Workday can dynamically generate only date values and a sequence number for use in the filename. Any other values are static; they're identical for all files generated by the integration. Hold your cursor over this field to see the full list of valid sequence generator and date/time patterns.

General Questions to Understand Workday - III

General Questions to Understand Workday - III

Q) Tasks that can be done on workday mobile
Ans: Approve a new hire, submit an expense receipt, view a report, receive alerts about birthdays, anniversaries, upcoming time off, etc

Q) Employees can view their payslip on mobile devices(T/F)
Ans: True

Q) Most standard or common integrations can be built using Report Writer(T/F)
Ans: True

Q) What is the main difference between packaged integrations and tailored / Custom integrations
Ans: Custom integrations require deployment for each new customer and may require periodic maintenance

Q) Steps required to create an load an EIB in Workday
Ans:   1. Set up the hire EIB upload,
          2. Generate the spreadsheet template,
          3. prepare the spreadsheet,
          4. launch the EIB upload with the spreadsheet attachment

Q) Where do you go to grant access to the documentation link on the Worker Profile menu that will route users to the Workday Administration Guide
Ans: The workday documentation link domain security policy in the System functional area

Q) The adoption kit is something that you must maintain and update on your own for each Workday release(T/F)
Ans: False

Q) Which staffing model allows you to use Job Overlap
Ans: Position Management

Q) At what time of day will Workday reflect that a terminated worker is no longer active in the system
Ans: They remain active in the system until 11:59 on the termination date, and then midnight they are no longer shown as active

Q) If a worker is going on vacation which task ensures that business processes tasks are automatically routed to another worker during their absence
Ans: Manage Delegation

Q) Which task should be used when an item in your inbox is no longer your responsibility and needs to be moved to the correct worker's Inbox
Ans: Request Task Reassignment

Q) What task should be used when you need to move workers or unfilled positions from one supervisory organization to another
Ans: Move Workers(By Organization)

Q) Which of the following actions are available when a business process is In Progress
Ans: Cancel & Correct

Q) A supervisory organization cannot be inactivated until which objects are no longer dependent on the organization
Ans: Workers and/or Positions

Q) What is the name of the icon that allows you to view information or perform tasks on a landing page
Ans: Application (Worklets)

Q) What is the name and location of the icon you should select when you want to act or make changes to an object
Ans: Related Actions icon

Q) Security and business processes are considered cross applications and impact all Workday solutions(T/F)
Ans: True

Q) What is primary organizational structure within Workday HCM
Ans: Supervisory

Q) Changes that can be made in a supervisory organization
Ans: create subordinate, dividing organization, assign superior, inactivate organization

Q) All workers in a supervisory organization must be assigned to the same company(T/F)
Ans: False

Q) How are workers included in a location hierarchy
Ans: By being hired or contracted into a particular location that is included within a location hierarchy

Q) Which organization type groups workers based on Tax ID
Ans: Company

Q) Which staffing model has the most control
Ans: Position management

Q) which staffing model is the most flexible
Ans: Job management

Q) Staffing models can easily be changed at any time following deployment(T/F)
Ans: False

Q) Where are hiring restrictions set when using Job Management staffing model
Ans: On the supervisory organization

Q) When hiring restrictions are set on a supervisory org using job management, they have no impact on who can be hired or contracted into the organization(T/F)
Ans: False

Q) Which staffing model requires a position to be open in order for a worker to be hired contracted or transferred in
Ans: position management

Q) A job profile can be assigned to any position in any supervisory organization(T/F)
Ans: True

Q) Besides the Availability Date and Earliest Hire Date, positions must have hiring restrictions(T/F)
Ans: True - even no job restrictions is a hiring restriction

Q) The Edit Position task can only be used on what type of position
Ans: Filled

Q) Under what circumstances should you use the option to close a position rather than freeze the position
Ans: If it is a permanent change and you no longer need that position open or available for future staffing transactions

Q) When you see the Edit Position task you are changing the hiring restrictions that are set on the position but are not impacting the worker currently occupying the position(T/F)
Ans: False

Q) A worker can only be hired into which type of organization
Ans: supervisory

Q) Hire reason is a required field(T/F)
Ans: False

Q) When hiring into a position if there are position restrictions they will default in and cannot be changed(T/F)
Ans: True and False - Depends on the configuration if Edit Tenant Setup - HCM to 'Allow Override of Restrictions on Staffing Events', these restrictions can be changed at the time of hire

Q) The pre-hire object is separate from the employee object(T/F)
Ans: True

Q) Which security group is assigned directly to a worker
Ans: User based

Q) Role based security group permissions are given to a worker when their position is linked to what
Ans: An assignable role on an organization

Q) Editing a security policy takes effect immediately(T/F)
Ans: False

Q) Groups users who need to perform actions or access data
Ans: Security Groups

Q) defined tasks and reports which are functionally similar
Ans: domains

Q) the security group that allows self service access
Ans: employee as self

Q) define which security groups can participate in the business process
Ans: business process security policies

Q) what is the name of the report that provides the parameters for configuring a business process
Ans: Business Process Configuration Options

Q) All business processes are only considered successfully complete when all steps in the process have executed(T/F)
Ans: False

Q) Business process configuration allows us to route steps to whom in order to complete a transaction
Ans: Security Groups

Q) an approval step type provides the ability to edit data(T/F)
Ans: false

Q) if a step is marked optional in a business process definition the assigned owner of that task can ignore the step and not take any action on it in their inbox(T/F)
Ans: False

Q) How can you distinguish between an employee and a contingent worker within workday
Ans: [c]

Q) You can create and map your tenanted Change Job Reasons to the Workday delivered Change Job Types(T/F)
Ans: True

Q) Job Overlap can only be used with the Position Management staffing model(T/F)
Ans: true

Q) You can rescind an event such as a Hire when it is "in progress'(T/F)
Ans: False

Q) Delegates inherit the security profile of the delegator(T/F)
Ans: true

Q) You can reassign a task to someone who has the security permissions to complete the task(T/F)
Ans: True

Q) Organization can only be inactivated if there are no workers or unfilled positions dependent on it (T/F)
Ans: true

Q) A supervisory organization can only be inactivated if there are no workers or unfilled positions dependent on it(T/F)
Ans: true

Q) 8 report types available for report writer
Ans: simple, advanced, matrix, search, transposed, nBox, Trending, Composite

Q) What is the name of the report that displays the workday delivered reports
Ans: Workday Standard Reports

Q) Selecting a data source when creating a custom report is not important (T/F)
Ans: false

Related Terms and Glossary - Benefits

Benefit Plan

Defines the following:
The coverage levels or amounts available to employees enrolling in an insurance, health care, defined contribution, or spending account plan.
The target populations for a plan (for example, employee, employee + spouse, or employee + children).
Eligibility for benefits, including which benefit groups are eligible for the plan.
Restrictions on the age of covered dependents.
Plan rates and costs.

Benefit Coverage Type

A type of benefits coverage. For example, you can define Medical, Dental, Vision, Group Term Life, Long Term Disability, and Short Term Disability benefit coverage types. Each type can contain one or more specific benefit plans.

You can set rules for benefit elections at the benefit coverage type level. For example, you can restrict an employee to selecting only one plan of a specific coverage type. You can also specify which coverage types are available for employee election during which benefit events.

Benefit Event

An event in the employee's life that gives the employee the opportunity to change benefit elections. These include staffing changes (for example, getting hired or promoted) but also "life events," for example, getting married or having a new child.

Benefit Event Rules

These rules specify coverage increase limits, EOI requirements, waiting periods, and other rules and conditions of enrollment for benefits enrollment events.

Benefit Event Type

Identifies the events that trigger benefit enrollment, for example, open enrollment, new hires, or the birth of a child. It also identify the coverage types to make available to employees for when an event of this type occurs.

Benefit Group

Identifies workers who qualify for similar benefit plans and elections. Workday builds benefit groups dynamically based on eligibility rules that control group membership; all workers who meet the criteria specified in a group's eligibility rules are automatically assigned to that group. For example, you can create benefit groups by defining eligibility rules that assign executive management staff to one group, salaried employees to a second group, and hourly employees to a third group.

Benefit Validation

Restricts the coverage options available to workers under a specific benefit plan.

For example, you can restrict the maximum age of dependents covered under a plan or the maximum and minimum coverage amounts.

Benefit Defaulting Rule

Identifies the benefit plans, coverage targets, and coverage amounts that employees receive by default when they do not complete an enrollment event.

Related Terms and Glossary - Cross Applications

Related Terms and Glossary - Cross Applications

Business Object

Workday stores your data as business objects—organizations, workers, positions, and so on—which can be thought of as database tables or worksheets in Excel. Just as a database table or worksheet has columns and rows, a Workday business object has fields and instances. A business object is composed of a set of related fields, similar to how a table or spreadsheet is composed of a set of related columns. Instances of a business object in Workday are like rows in a table or spreadsheet, with each instance representing a unique occurrence of that type of object such as an organization or worker. A business object can have no instances, one instance, or many instances. Workday automatically links related business objects together. For example, purchase order lines are linked to a purchase order header, the purchase order header is linked to a supplier, the supplier is linked to a company, and so on.

Business Process Definition

The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do them. Workday includes a number of predefined business processes for different purposes. You can edit the default definitions for your organization. You can also create different versions of the same business process for different organizations.

Business Process Instance

A business process that the initiator has started. For example, the Hire Employee for Organization X business process definition becomes an instance when the initiator uses it to hire a particular applicant.

Business Process Security Policy

A business process security policy secures the initiation step, step actions and process-wide actions including view, rescind, cancel and correct. It specifies which security groups that have access to each action.

Cancel (Business Process)

Canceling a business process stops the workflow in progress and reverses any changes made to Workday data. It is also a securable action in a business process security policy.

Correct (Business Process)

Correcting a business process changes a specification or data in the workflow while in progress. It is also a securable action in a business process security policy

View (Business Process)

Viewing a business process means seeing its status and reporting on it. This is a securable item in a business process security policy.

Rescind (Business Process)

Rescinding a business process operates on completed business processes. It completely reverses all changes made to Workday data. It is also a securable action in a business process security policy.

Approve

Designated participants in a business process, with a defined responsibility in this type of event, indicate they approve the proposed action. (The business process can proceed to the next step.)

Deny
Designated participants in business processes, with a defined responsibility in this type of event, indicate that they deny the proposed action The business process is not authorized to proceed to the next step. In some cases the entire business process may be terminated and all Workday data is restored to its state before the business process started.

Task

A business process step that you must complete. For example, task alert notifications are triggered by steps in a business process.

To-Dos

To-Dos are reminders to do something outside of the Workday system. They can be part of business processes, and have to be marked complete before the workflow will go to the next step.

Conditions
Conditions are one or more logical matches that are resolved to True or False and used to decide if some action should be taken. For example, you can add conditions to steps in a business process to determine if the step should run.

Derived Roles
Roles can be assigned to a user when he is given a responsibility within a functional area, such as HR partner or compensation partner for a particular organization.
You can have different roles in relationship to different organizations. For example, you could be a compensation partner for one organization and an HR business partner for another organization.

Dimension Some aspect of or perspective on data that you want to use as the basis for analysis. For example, for financial accounting, you can analyze revenue by customer, by channel, or by marketing campaign. For expenses, you can analyze costs by cost center or by project. All of these are dimensions. Dimensions are usually created with worktags.

Domain

A domain is a collection of related securable items such as actions, reports, report data, report data sources, or custom report fields. Each domain is secured by a domain security policy.

Domain Security Policy

A domain security policy is a collection of related securable elements of different types and user-specified security groups that have access to elements of each type.

Event

A transaction that occurs within your organization, such as hiring or terminating an employee.

Get (permission)

Get is an integration action that retrieves Workday data. It is a permission that can be granted in a domain security policy.

Home (landing page)

If enabled, Home becomes the default landing page for the user.

Intersection Security Group

An intersection security group is one whose members are other security groups. Workers associated with all included security groups are granted access through an intersection security group.

Initiation Step

An initiation step is the first step of a business process.

Instance

An instance refers to one unique occurrence of a business object, for example, your Executive Management organization, or John Doe, the worker.

Job-Based Security Group

A job-based security group includes one or more job-related attributes or objects including job profile, job family, job category, management level, or exempt/non-exempt status.

Landing Page

Landing pages display a collection of different worklets to enable you to quickly view data and perform tasks. There are different landing pages and display formats (grid or wheel) to support different functions. Some common landing pages are My Workday, My Workday 2.0, All About Me, and My Team. There are other specialized landing pages, such as dashboard landing pages.

Location Membership Security Group

A location membership security group is one whose members are any workers assigned to that location.

Modify (permission)

Modify is an action through the Workday user interface that can be permitted on securable items in a domain security policy. It includes view permission.

Organization Security Group

An organization security group is one whose members are any workers assigned to that organization.

Predefined security Group

Workers are assigned to the predefined security groups through a business process. These groups cannot be changed except by reversing the business process or executing a new business process, such as applying for a position, or being hired. Examples include: Employee, Contingent Worker, and Applicant.

Put (permission)

Put is an integration action that adds or changes Workday data. It is a permission that can be granted in a domain security policy.

View (permission)

View is the ability to see objects or data through the Workday user interface, when permitted in a domain security policy.

Role-Based Security Group

A role-based security group specifies one organization role and includes workers in job positions defined for that organization role.

Roles

Roles define a group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.

Securable Item

A securable item is an action, report, or data that is part of a security policy. You can secure access by defining the security policy to restrict access to the item to specified security groups. Related securable items are grouped into domains. Also, business-process-related actions are securable items.

Security Group

A security group is a collection of users, or a collection of objects that are related to users. Allowing a security group access to a securable item in a security policy grants access to the users associated with the security group.

Segment

A security segment is a grouping of related securable items, such as pay components, that can be secured together using a segment-based security group for that segment.

Subfield

Subfields are additional details about a field, like a master/detail relationship. Subfields are used when creating reports using Report Writer.

Target

The object that a business process operates on. For example, for business processes that deal with an employee record, the target is the employee. For business processes that deal with a financial object, such as an accounting journal, the accounting journal is the target. Since the target determines the organization, it controls which business process custom definition Workday uses.

User-Based Security Group

A user-based security group has workers as members. When used in a security policy, it grants access to the securable items to all members of the group.

Worklet

A compact report displayed as a "tile" on the My Workday page, providing easy access to tasks and information you use on a regular basis. Examples are My Leadership Roles, Open Positions, Anniversaries, and so on.

Worktag

A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.

Assignable Roles

You can assign positions to organization roles. Depending on your staffing model, a position may or may not necessarily have a worker specified

Standard Report

Standard reports are reports that come delivered with Workday. They are developed by Workday and are delivered to all Workday customers. Depending on the reporting requirements, standard reports may be defined using the Workday Report Writer or in XpressO (Workday's internal development tool). Standard reports that were designed using the Report Writer can be copied to create a custom report and then modified according to your requirements.

Custom Report

Custom reports are designed and built by customers using the Workday Report Writer. They can be created new or as a copy of another standard or custom report.

Advanced Report

One of the 8 Types of custom reports. An advanced report provides all the features of a simple report, plus more advanced ones such as accessing related business objects and producing multiple levels of headings and subtotals. Advanced reports also enable the use of sub-filters, run time prompts, charts, worklets, and report sharing, and provide the ability to expose the report as a web service.

Temporary Report

You have the option to make any custom report temporary. When creating or copying simple report types, you can select the Temporary option when creating the report, resulting in automatic deletion of the report after 7 days. Similarly, for advanced and matrix report types, you can set the Temporary option when creating the report, and by default the report will be deleted automatically after 7 days. You change the default deletion date on the Advanced tab of the report definition.

Matrix Report

You can create 3 types of custom reports: simple, advanced, and matrix. A matrix report forms the foundation for custom analytics. It summarizes data by one or two fields that contain repeating values. The resulting matrix is displayed as either a table or chart that users can drill through to see the associated details. You control the specific detail data users should see when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such as filtering, run time prompts, worklets and report sharing.

Drill down

Matrix reports enable you to drill down to see underlying data. When you click on a drillable element (such as a drillable field in the table view or a column, line, or pie segment in the chart view), a context menu appears that enables you to select a new View By field. If the Enable Drilldown to Detail Data check box is selected on the Advanced tab of the report definition, you can also select Details associated with the selected report element.

Simple Report

You can create 3 types of custom reports: simple, advanced, and matrix. A simple report provides straightforward design options for the beginning or occasional user to create reports quickly and easily.

Contextual Custom Report

A contextual custom report is a custom report created by selecting Reporting > Create Custom Report from Here from the related actions menu of a Workday object . It simplifies the selection of data and fields by limiting choices to those related to the context of the object.

Dashboard (landing pages)

Several dashboards are delivered with a number of worklets pre-configured that are specific to a functional area, like Talent Management or Workforce Planning. Since these worklets are built with the report writer and report-specific calculated fields, you can copy and modify them if you have unique requirements. You can add additional custom worklets to these dashboards using the report writer.

Data Source

A data source defines a particular set of business object instances for reporting purposes. A data source is similar to a database view, except it is more flexible in two key areas. First, a database view always returns a flattened out tabular data structure, whereas a data source can return hierarchical data structures. Second, a database view requires that technical staff manually join related tables together, while a data source automatically allows reportable access to all business objects related to those in the data source.

Primary Business Object

When defining a report, the primary business object is the business object returned by the data source.

Related Business Object

When defining a report, fields that return objects related to the primary business object are said to contain related business objects. These related objects may have their own set of fields that can be included in the report as well.

Report Data Sources

Predefined groups of logically related fields, used when creating reports with Report Writer, which define the data in the report row. For example, the report data source “Employees” contains contact information, personal data, and identification information. Report data sources also include which roles have access to see the report data.

Prompt (Reporting)

A Report Writer report can be defined so that it prompts the user for filtering criteria when they run the report. Report prompts can also be "built in" to a data source.

Field (Reporting)

In a Report Writer report, a field contains data related to a particular primary or related business object.

Filter

Sorts out undesired data, used when creating reports with Report Writer.

Functional Area

A functional area is a collection of domain or business process security policies that are related to the same set of product features, for example, Benefits or Compensation.