Workday Feature - Sitemap

Sitemap

Sitemap means list of pages in a website. Consider Workday as a website and here to you have different pages, those pages we call it as Reports and Tasks.

Along with the Search option in Workday, we have Sitemap which lists out all the Reports and Tasks related to different modules / categories.

Below snapshot shows how a Sitemap looks like. On the Left hand side you will notice the categories and the respective Reports and Tasks.

You could be able to download to Excel sheet or PDF - but Just the Categories and not the reports and tasks.

Workday Sitemap

Points to Ponder:

• Your list of Reports and Tasks are shown based on the security that you are provided with.
• All the list of Reports and Tasks that you see on sitemap can be searchable in the search bar.

Related Terms and Glossary - Security

Security Terms

Security Groups -
A collection of system users used to grant access to Workday. Security Groups are added to security policies to give members permissions to secured items in Workday. Group of users who need to perform actions or access data

Domain Security Policy-
Rules that dictate which security group can view or modify data within the domains

Components of Configurable Security:

• Security Groups
• Domains
• Domain Security Policies
• Business Processes
• Business Process Security Policies

What are the 3 types of security constraints?

• Unconstrained: members have access to available data instances
• Constrained: members will only have access to data for assigned constraints
• Mixed: Members have a mix of constrained and unconstrained

User-based security groups-
These groups are assigned manually to individual users to grant tenant wide access in Workday. Usually intended for administrators that needs system wide access.

Two types of Security Policies-
Domain security policies and Business process security policies.

Domain-
Domains are a collection of items that share the same security, including:
- Tasks
- Reports and report fields
- Web service operations

Domain Security Policies control which security groups have access to data in the domain
- View Security for Securable Item Report

Functional Area-
Represent the main grouping of delivered domains and BP types. These groupings are typically for a specific module or area of Workday, such as Procurement, Integrations, or Personal Data. Functional areas can be enabled or disabled.

Functional Area Report-
Functional Areas report is a "top-down" report which allows you to see a top-down view of Workday functional areas and the domains and business process types in each

Business Process Security Processes-
Business Processes Security Policies control which security groups can participate in the business process (initiate, perform actions, approve, cancel, delegate, etc.)
Have to give permission for multiple policies (ex. Approve, review, etc.)
Each business process type has a single security policy that secures all business process definitions of its type

Steps for Configuring Security:
1. Identify users- who needs access to what?
2. Create security groups- identify existing security group or create a new one for your employees
3. Edit Security Policies- grand view/ modify permissions to domains or grant business process permissions (sometimes domain OR business process or sometimes combo of both)
4.Activate Pending Changes to take effect
5. Test Changes to verify changes made provide the expected access (for both those who got access and those who don't need access)

Workday-Assigned Security Groups
These Security Groups grant GENERAL access and are AUTOMATICALLY assigned by the Workday system
- Assigned to a person
- Based on process such as hiring/ terminating
Ex. Employee as self, worker, all employees, all users, manager's manager

User-Based Security Groups-
These Security Groups grant ADMINISTRATIVE access tenant wide- typically for maintenance/admin groups
- Responsibility applies throughout the system (not just supervisory orgs but for entire tenant)
- User-based security groups are manually assigned to a worker
- Multiple people can be members of the same user-based security group
○ Ex. Benefits admin, compensation admin, payroll admin, report writer, HR admin, etc.

Steps for Creating a User-Based Security Group:
1. Create user-based security group
2. Configure security group on security policies
3. Activate pending security policies
4. Assign users to security group
5. Test (user can create an exit interview, testing it on who should be able vs who should not)
*Don't forget to add group for "administered for security groups" like Security Administrator, otherwise they wont be able to access anything

Role-Based Security Groups:
These Security Groups help identify your support or leadership staff
- Membership is derived based on being assigned an organizational role
- Roles are assigned to organizations (or location hierarchies)
- Roles are assigned to positions, NOT workers
- Roles inherit from superior org if not filled (if configured to do so)
- Access can be defined as constrained and unconstrained

Steps for Creating a Role-Based Security Group:
1. Use "maintain assignable roles" to create or modify assignable roles (supplemental book page 34-35)
2. Create role-based security group
3. Configure security group on security policies
4. Activate security policy changes
5. Assign roles to jobs/ positions to organizations
Test

Job-Based Security Group:
Identify members based on a job criterion

• Job profile
• Job category
• Job family
• Management level
• Work shift
• Include exempt jobs
• Include non-exempt jobs

Automatic membership, Can be constrained or unconstrained

Membership-Based Security Groups:
     1. Location (meant for more specific location, not US as a whole)
            Grants access to a task based on the location for a worker
            Once created, automatically assigned based on users location
 Example: for initial deployment of time tracking, only London workers enter time on Workday

     2. Organization
             Grants access to a task based on the user's membership in org
             Once created, automatically assigned based on organization assignments
Example: business unit, company, cost center, pay group, USA as a whole, etc.

Combination Security Groups:
    1. Intersection -
            Grants access based on membership in ALL of the included security groups
            Includes only users who meet all of the specifications
    2. Aggregation Security Group -
            Includes users who are in ANY of the selected security groups
            User does not have to be in every included group

Security Domain
A predefined set of related securable items that include reports, tasks, report fields, data sources, and data source filters
- The securable item that make up a domain cannot be changed
- Each domain has its own security policy that controls access to the security items

Which security group is assigned directly to a worker?
User based security-Tenant wide

Role based security group permissions are given to a worker when their position is linked to what?
Support Role

Editing a security policy takes effect immediately
False- Need to activate

Business Process Policies-
Defines which security groups can participate in the business process

Security group that allows self service access?
Employee as self

Groups of users who need to perform actions or access data?
Security Groups

Workday Business Objects

Workday Business Objects

Workday architecture is Object based. Workday stores the data in business objects (BO).
A business object is like a spreadsheet, where each row is an instance of the object. Each column represents an attribute, or field, of the object.

Example:  Workers John Anderson and Cathy Robins are each an instance of the Worker business object. The Worker business object contains fields such as Job Title, Age, Gender, and Dependents.

Below Snapshot shows how Business Objects are automatically connected. In the View 1, the Worker Business Object is linked to Benefits, Salary, Manager and Position. Which means the Worker is sitting in a Position, reporting to a Manager, getting some Salary and opted for Benefits.  In the View 2, Position is linked to Location and in turn Location is linked to Currency.  Here all of them are BO's.

Business Objects - Sample

Workday links related business objects together through single instance or multi-instance fields. Related Business Objects (PBO) enable you to access fields in a report that don’t belong to the Primary Business Object. (RBO)

Example: The Worker business object has a multi-instance field called Dependents. Dependents has a related business object of Dependent. In a report with a primary business object of Worker, you can use the Dependents field to access the fields belonging to the Dependent business object.

A report by name Business Object Details can be used to view:

• Custom and standard reports that use the business object.
• Data sources using the business object as the primary business object.
• Fields associated with the business object.
• Related business objects.

If you want to relate the workday terms with Database Management Systems like Oracle, MySQL, SQL Server, see below:

Staffing Models in Workday

Staffing Models

Staffing Models tells you how jobs are defined and filled. Staffing models determine:

• The level of control that can be placed on staffing
• How workers, jobs and positions can be moved between supervisory organizations
• Where hiring restrictions (aka criteria or eligibility) are set

There are Two staffing models in Workday: Position management and Job Management. There used to be Headcount Management in the earlier releases. But later this was deprecated.

Position Management

• A position must be open to hire, transfer, promote, demote a full-time or contingent worker into an organization.
• Separate hiring rules and restrictions for each position, 
• Specify number of positions to fill before a worker can be hired, (max of 100 positions can be created at a time)
• Positions can be closed if they are no longer needed
• Provides greater control over hiring 

Think of a table with chairs, if the chair has a person in it it's a position and its filled, if no one sits there then its unfilled.

Job Management

• Hiring restrictions apply to all jobs at the organizational level, Unlike in your Position Management you need to give definitive number of positions that you want to open.
• No requirements to set limits on number or positions to be filled,
• Workflow and approvals are used to control the number of workers and no ability to report on unfilled positions

Ex: Retail and seasonal jobs, Manufacturing occupations

Compensation Terms

Terms and Definitions

Compensation Element

The smallest unit of compensation for a worker in a specific position. Workday uses compensation elements to determine the amount, currency, frequency, and other attributes of a worker’s compensation. Compensation elements are linked to compensation plans. For example, Base Pay, Car Allowance, and Commission can be mapped to any compensation plan, but not to merit plans. Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface to include the applicable compensation in payroll. A Compensation Element Group is a collection of compensation elements. For example, the group Standard Base Pay can be comprised of multiple compensation elements. Compensation elements do not need to be grouped, and groups are optional.

Compensation Plan
A component of pay that you use to assign monetary amounts to a worker's pay. For example, a salary, an allowance, or a bonus plan.

Some compensation plans, for example, a commission, are discretionary. You are not paid from these compensation plans in every paycheck. By contrast, other plans, like a salary plan, are included in every paycheck.

Grade Profile
A breakdown of a compensation grade by functional task, geographical region, or other categorization your business requires. A profile allows you to assign more granular compensation ranges to workers.

Compensation Rule
Guidelines for determining which workers are eligible for which components of compensation.

Compensation Step
A specific monetary amount within a grade or grade profile. Steps defined on a grade profile override any steps defined on the grade.

Reference Pay Range
A range of pay deemed appropriate for a compensation grade or grade profile. During compensation transactions, if proposed compensation for an employee extends beyond the limits of the range for the employee's grade or grade profile, Workday issues a warning yet still permits submission of the proposed compensation.

Compensation Package
A grouping of compensation guidelines (grades, grade profiles, and their associated steps) and plans that you can assign to workers as a set. Packages provide a quick view the eligible plans for a particular job or group of employees.

Compensation Defaulting Rule
Establishes the criteria for how compensation components default to worker compensation during staffing transactions (hire, promote, demote, transfer). Compensation defaulting rules ease data entry by automatically defaulting compensation components (packages, grades, grade profiles, and plans) to worker compensation for employees who meet the rule's eligibility requirements.

Compensation Basis
A user-defined grouping of compensation components; such as the sum of salary, allowance, commission, bonus, future payment, stock and retirement savings plans. Workday enables you to specify which compensation plans should be included in the compensation basis calculation. This calculation can be used to view employee compensation in Workday and in the bonus process to provide target pools and individual target amounts.

Compensation Matrix
Defines the bonus,merit and stock increase range based on employees' overall performance rating, retention rating, eligibility rule, or their salary range quartile. You can use a compensation matrix to generate a bonus,merit or stock pool, giving you the basic cost forecasting necessary to pay for performance (bottom-up budgeting), or you can use the compensation matrix as reference guidelines only but have a separate pools (top-down budgeting)

Compensation Structure
The arrangement of compensation grades, grade profiles, plans, and packages you create to best fit your company's compensation needs. Administrators, partners, and managers can use these compensation components and compensation eligibility rules to assign and update a worker's compensation plans.

Frequency

Used in compensation and payroll to help calculate worker compensation and pay.

Accrual

Defines how much time off employees can accrue, the timing of the accrual, and other rules. Can define eligibility rules, a frequency, and limits that differ from the time off plan.

Annualization Factor
The multiplier, which you set, used to calculate an annual amount of compensation for compensation plans. Each compensation plan has a frequency of payment, and each frequency has an annualization factor.

Base Pay Element
The compensation components that will be included in the calculation of base pay for the purposes of determining the compa-ratio and target penetration.For example, you can choose to include both base pay and bonuses in the base pay for purposes of determining the compa-ratio.

Merit Process
A sequence of one or more tasks related to defining, targeting, and awarding merit pay to employees. In this process, a compensation administrator creates the merit plan definition. The administrator or manager assigns the merit plan to employees through one of various means. Assignment of the plan determines eligibility for the merit compensation event. The administrator sets up the merit process, which funds the merit pool, and then launches the process on the specified event date. Workday creates merit compensation events for employees based on their organization. Managers review the target merit increases for their employees and submit merit increase proposals for review. Once approved, the employees receive their merit increases.

Bonus Process
A sequence of one or more tasks related to defining, targeting, and awarding a bonus to employees. In this process, a compensation administrator creates the bonus plan definition. The administrator or manager assigns the bonus plan to employees through one of various means. Assignment of the plan determines eligibility for the bonus event. The administrator sets up the bonus process, which funds the bonus pool, and then launches the process on the specified event date. Workday creates bonus events for employees based on their organization. Managers review the target bonus for their employees and submit bonus proposals for review. Once approved, the employees receive their bonus.

EIB - Inbound Template Processing Instructions

Processing Instructions

While loading your file for EIB - Inbound, you will see the Processing Instructions Options to choose on your Overview Tab in the excel template.

Sample Hire Employee Template:

Here is the detailing on these BP related processing selection. Most widely used is Automatic Processing which avoids the approval workflow.

Functional Areas Report

Functional Areas Report

This is one of the Delivered report by Workday. This gives you a picture of which all modules were enabled and what are the related Domain and Business Processes associated with this.

You can see the security associated with Domains and BP's.

Custom Report Type: Advanced

Advanced Reports

Manage: All Custom Reports

You can create an advanced report that includes:

• Multiple levels of headings and subtotals.
• Related business objects.
• Sub filters.

You can also use one or more advanced reports in composite reporting as sub reports.

Advanced reports enable you to perform many actions on your data from primary business objects and related business objects, including:

• Counting
• Grouping
• Summarizing
• Totaling

You can include fields from the related business objects directly in your report without needing a calculated field. The fields from the related business objects must directly relate to the primary business object.

Some use cases for advanced reports include:

• Computing the average, minimum, or maximum value of currency and numeric fields.
• Creating outlines.
• Displaying grand totals and subtotals based on the group hierarchy setup in the report.
• Filtering and sorting data.
• Grouping data up to 9 levels.
• Including group headers and group names in your report to separate your data logically based on the group level hierarchy.
• Summarizing detail data rows.
• Summarizing or totaling currency and numeric fields based on the primary business object.
• Using 1 or more advanced reports as subreports in composite reporting.

Core HCM Interview Questions

Core HCM Interview Questions

How can a Business Process which is In Progress be terminated?
         By Deny

Who is responsible for rescind the BP If required?
           Business Process Administrator

In BP, as a default which step will complete?
          Last Step

Can there be another step after completion?
            Yes

Why do you get an unassigned task?
 If Role is not assigned to any employee to perform the task

Who is responsible for to Cancel the BP If required?
          Initiator

Report that will return all Business Processes which the sub-processes can be used?
          Business Process Configurations Options

Business Process will not inherited if the subordinate organization has its own version of process?
         True

For you to see related action for step such as Maintain Routing restrictions, Maintain Condition Rules etc. what mode you should be in Business Process Definition?
          View Mode

If you want to add a sub-process, what step type will you use?
           Action

You can rescind in-process business process event.
          False

How to add custom notification?
Navigate to Business Process Name’s Related Action >> Business Process >> Add  Notifications

Consolidated Approval allows user to approve or deny several previous steps as a SINGLE action?
           True

How to set a step for Completion?
          On Related Action of step >> Business Process >> Set as Complete.

It is a sequence of approvals that starts with an individual, then goes to the person’s Manager,   and on up the Management chain until it gets to the top or until some exit condition is met.
           Approval Chain

Where can we define notification for a transaction?
          Business Process

How can you disable system notifications?
                         Go to Notification tab >> Maintain system notifications

How can you add additional approvers to an event while the business process is 'In Progress?
Using 'Additional Approvers button' in the Business Process tool bar, work feed and Inbox.

How to make a step as optional?
Select the Optional check box in Business Process Definition

What task can be selected to configure notifications that will inform workers or their managers about pending, due or overdue business process tasks?
                        Business Process step >> Business Process >> Maintain Step Delay

How can an employee change language?
          My Account >> Change Preferences

At what position you can’t change the staffing model?                           
    Create Position-Position Management
    Set Hiring Restriction-Job Management

What criteria are used for hiring restrictions?
          Worker Type, Time Type, Job Profile, Job Family or No job Restriction

What tasks would you use to edit position restrictions and worker position information?
            Edit position Restrictions and Edit Position 

Worker has two types of records in workday system, what are they?
    Applicant  
    Employee (or ) Contingent

How can you remove a position in Workday?
    Close a Position 
    Freeze a position

What is the relationship between Job profile and Position?
          1: M

Which Staffing model applies hiring restriction to the entire Supervisory Organization? Explain with steps involved there.
           Staffing Model is Job Management.
                 
If we have to set Hiring restrictions to the Supervisory Organization then the following steps to be performed.
Select Related Action of your Supervisory Organization for which hiring restrictions need to be set >> Organization >> Set Hiring Restrictions

In Position Management, a position still exists in the old Organization when a worker together with his/her current position has been moved into a new Organization.
        False

Changing the staffing model of a parent organization does not automatically change the staffing model of existing subordinate organizations; you must change the staffing model of the subordinate organization manually.
      True

Which Staffing Model is useful for Organizations which prefers very broad requirements?
    Job Management

Headcount Group can be closed even if there are still filled positions
   False

Once a position or headcount group has been created, the Edit Staffing model is no longer available.
           True

Headcount group can be increased or decreased?
          True

Do you need to create a Position If need to hire an employee in to an organization where the staffing model is enabled as “Job Management”? Explain.
If the Staffing model is enabled as “ Job Management” then not required to create Position because  we give hiring restrictions to the Organization level not to the individual position level.

How to Edit the Staffing model for a Supervisory Organization?
           If I have to edit staffing model then the Navigation path would be:               
Your Supervisory Org >> Related Action >> Organization >> Edit Staffing Model
Or We can edit the staffing model using ‘Maintain Staffing Model’ task.

If you turn on the no Job Restriction check box, a hiring restriction is not required  
         True

What are the two staffing models?
          Position Management
          Job Management

Which report is used to maintain Staffing Model for multiple Supervisory Organizations at a time?
 Maintain Staffing Models

How can you identify which Staffing model has been assigned to your supervisory Organization?
Your Supervisory Org >> Related Action >> Organization >> Edit Staffing Model (If positions have not been created yet). OR In the Staffing tab

Which fields allows localization in Job Profile?               
Pay Rate Type
Certifications
Workers Compensation Code
Job Exempt

How can you freeze multiple positions at a time?
            Supervisory Organization >> Staffing >> Manage Position Hiring Freeze.

How can you freeze all positions in an Supervisory Organization?
               Supervisory Organization >> Staffing >> Manager Organization Hiring Freeze.
   
Workday application data is accessible only through configurable security structure that is enforced through:
Workday Object Management System (OMS)

Workday defaults organizations roles from superior organization
True

Workday system gives users multiple ways to initiate the same task or view the same information.
True

Applicant status applies to a position , not applicant
True

Can applicants be deleted? What is the task?
Yes. Task: Mark applicants for Deletion.

Can we do mass rescind for a BP?
Yes

While hiring you can use an existing applicant or add a new applicant.
True

What are the 2 ways to convert a contingent worker to employee status?
End the contract and then hire them as an employee
Use the convert to employee task

What is the process that supports promotions, demotions, transfers, lateral moves as well as changes to position data and location?
      Change Job Process.

You cannot reorder or remove sections on the business process template.
   True

In which Job change reason the manager or organization cannot be edited
Lateral Move\Data Change

What is the task used by ‘Manager’ pull an employee into their organization? Hint: This initiation action will be allowed when the security group initiating the action does not have direct access to the worker.
Request transfer.

Is ‘Termination’ configurable event?
Yes.

Termination is complete in the system at midnight on the day after the termination
True

When is the action “Reassign task “available?
When the task is in progress

When is the action “Request Reassignment “available?
When the task is in progress

When is the action “Reassign a delegation change “available?
     When the task is in progress

When is the action “Correct “available?
When the task is in progress and successfully completed.

When is the action “Rescind “available?
When the task is successfully completed

Is Mass Cancel for 'To Do' Possible?
Yes

The Workday report writer gives you the option of creating custom reports to meet your business requirements
True

Simple reports  can be shared
False

Advanced reports can be shared
True

What are the different custom report types?
All of the above

Who can make the changes in the report or share the report with other users?
Report Owner

Who are allowed to transfer the report from one user to another user?
Report Owner and Set up Administrator

What are the steps to create a report?

        Choose Report type and Data Source
        Select Objects and Fields
        Order Columns
        Sort Output
        Define Filter Criteria

Data Sources are defined and delivered by Workday
True

Each Data Source associated with primary Business Object has its own security
True

How many instances can be enabled for a custom object?
100

Where do you view/edit custom field related data for an employee
Under Additional Data

Custom fields are effective dated
False

Which task is used to delete the temporary report in the tenant that have expired and are eligible for deletion?
Delete Temporary Report Definitions

What are the different custom field types?
Currency, Decimal, Integer, List, Text

The Tab on the Report definition allows you to control the order in which data will be presented and grouped is
Sort

What is the task to convert a report from simple to advanced?
Change to Advanced Report type

What is the Primary Org Type in Workday HCM?
Supervisory

You cannot hire into a supervisory organization prior to the org availability date
True

Which of the following is not reorganization task?
       Create Superior

Positions are created within a Supervisory Organization
True

Organization roles have responsibilities within a supervisory organization
True

Unique business processes cannot be assigned to a supervisory Organization
       False

What is the task name to create organization sub-types
Maintain Organization sub-type

Which of these is not a org type?
Location

Which org type does not have Reorg event?
Matrix Org

Workday gives you the ability to rescind reorganization task such as assign superior
True

Where in the supervisory organization can you limit the other organizational assignment?
Allowed Organizations

What is the task name to add Matrix member to the matrix organization?
Assign Matrix member

What is mandatory before creation of Location?
Time Profile

Can users override any inherited locale by changing it in their preferences?
Yes

Can organization roles be inherited down to subordinate organizations?
Yes

Organization hierarchies do not store positions , workers or transactions
True

Who will be the organization owner?
Person who creates the organization

Transfer of organization ownership is possible in WD? How?
   Yes. Task: Transfer Ownership

Can Supervisory Organization be deleted?
No. 

Organization hierarchy includes only organizations of same type.     
 True

Compensation eligibility rule use a framework i.e., completely unique to compensation and is unlike anything else in WD system
 False.

What are the mandatory Fields to create a Sup org?
Availability Date, Sub Type and Staffing Model

What is Matrix Org?
It’s Indirect Relationship.

Can you change the default organization assignment?
By Change Org Assignment

Can we reuse reorg Event?
Yes

What is Location Hierarchy?
Org Type

How many Number of org Type can be assign to a Customer?
Unlimited

Workday provides the ability to create Custom Organizations to meet your unique business needs 
True

Can we hire a worker into a Cost Center Organization?
No

What are all the tasks which I can perform while reorganization?
     Assign Superior
     Create Subordinate
     Divide Organization
     Inactivate Organization
     Move Workers

How to Inactivate Supervisory Organization?
Supervisory org, Related Actions, Reorganization, Inactivate

Can Applicant can be  present in the system before creating the supervisory organization  
Yes

Can Company can be changed once it is defaulted
Yes

Name two types of compensation plans
Allowance plan and Salary Plan

Who is responsible for compensation structure for your company?
        Compensation Administrator.

Compensation grades are used to define?
       Pay Ranges.

Compensation grade profile is used to define?
   Localization.

What are the 3 ways for a compensation change for an employee?
    Manually from a related action off the employees name.
     Request compensation change: any compensation plan can be edited.
     Request grade change: only the compensation grade or grade profile can be changed.

If you are using compensation eligibility rules and default compensation from a position, the default compensation will override the eligibility rule.
  True.

Name any 2 compensation audit report?
  Compensation component audit; Employee Compensation audit.

Employee Compensation components can include multiple currencies?
  True

Compensation package should at least have how many salary plans?
 One.

Total base pay is sum of?
 Salary and allowance plans

Which report is used to see the breakdown of all the components of compensation?
Total compensation report.

Name the task to maintain currency exchange rates?
Maintain Currency Conversion Rates.

Exchange rates are effective dated?
True.

Compensation matrix used for?
Employee Performance.

What is the use of Reimbursable check box while creating allowance plan?
When an allowance is not being paid through payroll but through an expense report.

Key Components of Compensation?                          
            1.Eligibility Rule
            2.Grade Profile
            3.Grade
            4.Salary Plan
            5.Compensation Package

What allows you to assign worker to a different compensation Range than the default?
            Grade Profiles

What currency will be used if the employee has multiple currencies in his compensation component?
Currency of Grade

What Business Process should be added so that Compensation Components will take effect?
Propose Compensation Business Process

The system will still let you enter a base pay amount that is outside the grade’s pay range.
True

What type of organization, Business process is associated with?
Sup org

Can you copy and modify the BP?
Yes

Can you delete default definition for BP?
No

Filter Operators

Filter Operators

Below are the different Operators available when you try using filters.

Text Operators

Operator	Description
is blank	Field value is empty.
is not blank	Field value isn’t empty.
equal to	Field value is equal to comparison value. Case insensitive. Example: Cat is equal to cat.
not equal to	Field value isn't equal to comparison value. Case insensitive. Example: Cat is not equal to cat.
contains	Comparison value is a subset of field value. Case insensitive. Example: Cat contains AT.
contains (case sensitive)	Comparison value is a subset of field value. Example: Cat contains at.
does not contain	Comparison value isn't a subset of field value. Case insensitive. Example: Cat does not contain dog.
does not contain (case sensitive)	Comparison value isn't a subset of field value. Example: Cat does not contain AT.
starts with	Comparison value is a subset of field value, and the first character of the field value matches the first character of the comparison value. Case insensitive. Example: Cat starts with ca.
starts with (case sensitive)	Comparison value is a subset of field value, and the first character of the field value matches first character of comparison value. Example: Cat starts with Ca.
ends with	Comparison value is a subset of field value, and the last character of the field value matches the last character of comparison value. Case insensitive. Example: Cat ends with AT.
ends with (case sensitive)	Comparison value is a subset of field value, and the last character of the field value matches the last character of the comparison value. Example: Cat ends with at.
greater than	Field value comes before the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Example: Cat is greater than dog.
greater than or equal to	Field value is the same as or comes before the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Examples: Cat is greater than or equal to dog. Dog is greater than or equal to dog.
less than	Field value comes after comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Example: Dog is less than cat.
less than or equal to	Field value is the same as or comes after the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Examples: Dog is less than or equal to cat. Cat is less than or equal to cat.

Currency and Numeric Operators

Operator	Description
equal to	Field value is equal to comparison value. Example: 123 is equal to 123.
not equal to	Field value isn't equal to comparison value. Example: 12 is not equal to 123.
greater than	Field value is greater than comparison value. Example: 321 is greater than 123.
greater than or equal to	Field value is greater than or equal to comparison value. Examples: 321 is greater than or equal to 123. 123 is greater than or equal to 123.
less than	Field value is less than comparison value. Example: 12 is less than 123.
less than or equal to	Field value is less than or equal to comparison value. Examples: 12 is less than or equal to 123. 123 is less than or equal to 123.

Date Operators

Operator	Description
is blank	Field value is empty.
is not blank	Field value isn't empty.
equal to	Date value is equal to comparison value.
not equal to	Date value isn't equal to comparison value.
greater than	Date value is later than comparison value. Example: 10/20/2016 is greater than 05/20/2016.
greater than or equal to	Date value is later than or equal to comparison value. Examples: 10/20/2016 is greater than or equal to 10/20/2016. 10/20/2016 is greater than or equal to 05/20/2016.
less than	Date value is before comparison value. Example: 05/20/2016 is less than 10/20/2016.
less than or equal to	Date value is before or equal to comparison value. Examples: 10/20/2016 is less than or equal to 10/20/2016. 05/20/2016 is less than or equal to 10/20/2016.

Boolean Operators

Operator	Description
equal to	Field value is equal to the comparison value. For True, select the Comparison Value check box. For False, clear theComparison Value check box.
not equal to	Field value isn't equal to the comparison value. For True, clear the Comparison Value check box. For False, select theComparison Value check box.
is blank	Field value is empty. Represents False.
is not blank	Field value isn't empty. Represents True.

Single Instance and Multi-Instance Operators

Field Type	Operator	Usage
Single Instance	in the selection list	Comparison value is one of the possible field values. Example: A is in the selection list A, B, C.
Single Instance	not in the selection list	Comparison value isn't one of the possible field values. Example: D is not in the selection list A, B, C.
Multi-Instance	any in the selection list	Field value is one of the possible comparison values.
Multi-Instance	none in the selection list	Field value isn't one of the possible comparison values.
Single Instance Multi-instance	is empty	Field value is blank.
Single Instance Multi-instance	is not empty	Field value isn't blank.
Single Instance Multi-instance	count is equal to	The number of field values is equal to the comparison value. Example: To view workers with 2 dependents, set a filter for Dependents where count is equal to a Comparison Value of 2.
Single Instance Multi-instance	count is not equal to	The number of field values isn't equal to the comparison value. Example: To view workers with dependents, set a filter for Dependents where count is not equal to a Comparison Value of zero.
Single Instance Multi-instance	count is greater than	The number of field values is greater than the comparison value. Example: To view workers with more than 1 dependent, set a filter for Dependents where count is greater than a Comparison Value of 1.
Single Instance Multi-instance	count is greater than or equal to	The number of field values is greater than or equal to the comparison value. Example: To view workers with 1 or more dependent, set a filter for Dependents where count is greater than or equal to a Comparison Value of 1.
Single Instance Multi-instance	count is less than	The number of field values is less than the comparison value. Example: To view workers with fewer than 2 dependents, set a filter for Dependents where count is less than a Comparison Value of 2.
Single Instance Multi-instance	count is less than or equal to	The number of field values is less than or equal to the comparison value. Example: To view workers with 2 or fewer dependents, set a filter for Dependents where count is less than or equal to a Comparison Value of 2.
Single Instance Multi-instance	exact match with selection list	Field value matches exactly with comparison value. For single instance fields, this operator restricts a prompt so that it accepts a single value only. To enable a prompt for a single instance field to accept multiple values, use in the selection list.
Single Instance Multi-instance	subset of the selection list	Field value is a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance Multi-instance	superset of the selection list	Comparison value is a subset of the field value. Blank comparison values are a subset of the field values.
Single Instance Multi-instance	NOT exact match with selection	Field value doesn’t exactly match the comparison value.
Single Instance Multi-instance	NOT subset of the selection list	Field value isn’t a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance Multi-instance	NOT superset of the selection list	Comparison value isn’t a subset of the field value. Blank comparison values are a subset of the field values.