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.

General Questions to Understand Workday - II

General Questions to Understand Workday Product - II

Q) What is Workday?
Ans. Workday is an enterprise resource planning application (ERP). Workday offers modules like human resources, payroll, finance, and Student. It delivers these applications in a cloud model that allows people to work collaboratively in a real-time environment.

Q) What are the advantages of Workday?
Ans. Workday provides employees with more immediate access to data since transactions are real-time. Workday also offers greater flexibility. The reports that will be available to managers will give them more insight to their data, allowing them to make data-driven decisions.

Employees will be able to view or run their own reports on demand rather than having to request a report and waiting for the results of that request. Employees will be able to access and manage their own HR benefit elections, address changes, dependent changes, withholding exemptions, absence requests and time tracking entries, to name a few.

Q) Workday HCM ?
Ans. Workday Human Capital Management Workday Human Capital Management is the only application that unifies HR and Talent Management into a single system-of- record. And with embedded analytics, manager and employee self-service, and a user experience unlike any other enterprise application, Workday redefines what it means to manage a global, mobile, and diverse workforce.

Q) Key Features of Workday Human Capital Management?
• Talent Management
• Time Tracking
• Payroll Solutions
• Goal Management
• Performance Management
• Succession Planning
• Career and Development Planning
• Payroll Co-Sourcing Services
• Cloud Connect for Third-Party Payroll

Q) How much does Workday Human Capital Management cost?
Ans.  Pricing model: One-time Licence, Subscription

Q) Who are the typical users of Workday Human Capital Management?
Ans. Large Enterprises, Mid Size Business

Q) Does Workday Human Capital Management support mobile devices?
Ans. Workday Human Capital Management supports the following mobile devices:
   • iPhone
   • iPad

Q) Does Workday Human Capital Management offer an API?
Ans. No, Workday Human Capital Management does not have an API available.

Q) What is the goal of Workday?
Ans. A cloud based system that can be updated in real time. Workday aims to simplify the experiences of users.

Q) What are the major HCM Organizations?

• Supervisory: Hierarchy of reporting
• Company: The legal bindings of the company
• Custom: Customization by each company
• Cost: All companies and their costs
• Regions: Global and affected areas

Q) What are the three teams that usually be working on the Workday implementation?

• Business Team "We need this!"
• Functional Team "We can do this!"
• Tech Team "We can create this!"

Q) What is DA?
Ans. Delivery Assurance: A team of Workday consultants that guide the business in their implementation. This provides consistency and is a point of contact for clients

Q) What are the stages of Workday deployment?
Plan - Establish project management and administration with an agreed upon scope, create project goals, timeline, milestones, deliverable, resources and responsibilities

Architect - Customer and the Workday project team find a common understanding of customer needs. Design decisions are gathered in this stage.

Configure and Prototype - Data conversions for both configuration ad operational data are executed.

Test - Configured Workday system sufficiently meets the needs of the customers business. Each test effort has a different set of conditions and a different purpose.

Deploy- The "go live" stage. All test scripts have met their criteria and all configurations will be loaded into the "Gold Tenant"

Q) What are the different Staffing Models available in Workday?
Job Management

• Allows flexibility and speed when hiring
• No required number of jobs to be filled
• Position no longer exists when the worker leaves
• Does not maintain ongoing position history

 Position Management

• Provides Greatest control over hiring.
• Must be an approved and available position prior to an EE starting.
• More narrowly defined positions. Pay scale/Job Skill/ Experience level can be different for each

General Questions to Understand Workday - I

General Questions to Understand Workday Product - I

1. What are actions in the inbox?

Ans. Tasks the user must complete

2. What are archives in the inbox?

Ans. Tasks the user has completed in the past

3. Related Actions?

Ans. Able to easily navigate to related actions for any specified object

4. Workday Community?

Ans. An interactive space where customers, partners, and workday SME'S can collaborate, learn and share the best practices to enhance their workday user experience.

5. What is the name of the icon that allows you to view information (or) perform tasks on the landing page?

Ans. Worklet

6. Search allows you to use partial searches, abbreviations and misspelled words? (T/F)

Ans. Not misspelled words

7. What is the name and location of the icon you should select when you want to act on or make changes to an object?

Ans. Related Objects-Next to Objects [...] Represented by 3 dots.

8. Security and Business Processes are considered cross application and impact all of Workday?

Ans. True

9. What are objects?

Ans. Workday is object based, The data is stored in the form of objects. When you click on an object it brings up a related action icon

10. EIB

Ans. Enterprise Interface Builder: Used to receive data, transform data, and deliver data

11. Tenant

Ans. This is the application where exactly we work. This some times called as instance, or environment or application. Broadly there are Sandbox, Production, Implementation Tenants. Each tenant has a unique URL.

12. GMS

Ans. Global Modern Services Tenant, a training tenant, sample data that is pre-populated by Workday

13. Gold Tenant

Ans. The tenant being implemented

14. Sandbox

Ans. Production Copy(Weekly) for testing information

15. What are the 6 stages of tenant implementation?

• GMS
• Prototype
• Design
• Full Data Load
• Testing 
• Gold Tenant

16. What are the three types of tenants used by the customer?

Production: Final Tenant (live working in)

Sandbox: Copy of production tenant (can do testing)

Sandbox Preview: Copy of production tenant (cannot do testing)

17. What are the 2 ways to access tenant management in the Workday Customer Center?

Click "menu" drop down on the top left corner and select "tenant management'

Click "tenant management" title on right panel

18. Proxy

Ans. Viewing Workday through another users eyes

19. How do you start proxy?

Login to a tenant

Type in search bar "start proxy"

Select "start proxy"

Type a user name: example "Logan McNeil"

20. What is HCM ?

Ans. Human Capitol Management. HCM is used for adding, editing, maintaining CORE employee data, transfers and terminations

21. Personal Data Change

Ans. Personal Data Changes are made either by an Employee themselves or by the manager who has a certain security clearance

22. Examples of Personal Data

Change of birth date

Change of national ID

Change of personal information

Update licences 

Update visa information

23. What is the position of an employee?

Ans. The position of an employee is a "seat" in the organization and the key element that ties together the job information, location, organizational information

24. Remote Worker

Ans. Workers who are 100% off site.

25. Security Levels

Ans. Who can access what information

26. Related Action Icon

Ans. Three dots within a box. Next to an item where you can preform an action.

27. Which app is designed for managers?

Ans. My Team

28. How many max workers can be compared at one time using the Find Workers Report?

Ans. 5

29. What is the virtual drive where generated reports can be stored?

Ans. Drive

30. Which feature Displays action items and historical actions and business processes for a user

Ans. Inbox

31. Searching on which value will return the search prefix a user has access to see

Ans. "?" (Type Question mark on the search bar)

32. The search feature in workday returns all matching objects and actions a user has access to see

Ans. True

33. What is the home page feature called in Workday?

Ans. Home

34. Which in the list is not a search prefix: employee, bp, .org, worker?

Ans. Employee

35. What landing page is given to tech admin and implementers' ?

Ans. Workbench

36. The workday community is designed as a tool for workday development(T/F)?

Ans. False

37. Where can you go to find out more about courses and additional training offered by Workday Education?

Ans. Training Catalog

38. What is the best way to request that the development team make a new feature or enhancement a high priority?

Ans. Check out brainstorm and vote for features or enhancements that matter most to you

39. Workday landing pages containing applications with related reports and tasks?

Ans. Home & Workbench

40. The Find Workers Report allows you to compare up to 10 workers at a time(T/F)?

Ans. False

41. Where can all workers find and configure their own applications?

Ans. Home Landing Page

42. What is the name of the report that allows you to view workers by facet/criteria?

Ans. Find Worker

43. Where do you access the Inbox?

Ans. From the inbox icon next to the worker's profile

44. What is the search prefix to use when searching for BP?

Ans. bp:

45. How do you distinguish between an employee and a contingent worker in workday?

Ans. Contingent workers are notated with a [C] next to their name

46. You can choose which Self Service tasks to enable for your workers (T/F)?

Ans. True

47. Name at least four self service tasks available in workday?

Ans. request time off, edit personal information, edit payment or withholding elections, create an expense report, request a leave of absence, enter time, etc

48. A worker needs a workday account to be able to edit their Personal Information (T/F)?

Ans. True

49. Name three Self Service tasks a manager can do in Workday to support their teams?

Ans. Transfer, promote, change job, change business title, terminate, start performance review, etc

50. You cannot approve expense reports from your Inbox on a mobile device (T/F)?

Ans. False

Related Terms and Glossary - Payroll

Related Terms and Glossary - Payroll

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.

A Compensation Element Group is a collection of compensation elements. For example, the group Standard Base Pay can be composed of multiple compensation elements. Compensation elements do not need to be grouped, and groups are optional.
Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface to include the applicable compensation in payroll. See the Compensation Element tab on Create Earning.

Worker Eligibility
Used to identify whether, for whom, and what conditions to resolve an earning or deduction. On the Criteria tab of Create Earning and Create Deduction.

Off Cycle
An unscheduled payroll run, such as manual, on demand, or reversal. Enables you to issue additional or replacement payments.

On Cycle
A scheduled payroll run.

Additional Payment
An off cycle payment made in addition to a worker's scheduled on cycle payment. You can process additional payments as part of a manual payment or on demand payment.

Balance Period
The period of time, such as current period, month-to-date, quarter-to-date, or year-to-date, over which Workday calculates a pay component value.

Worker Tax Elections
A worker's marital status, number of elections, exemption status, and other information, as specified through the Add Worker Tax Elections task.

Forward Accrual
Estimates payroll payments to be made in a future payroll period that spans two financial reporting periods.

Pay Group
A group of workers defined to have their pay calculated and processed together. Workers in a pay group must share the same period schedule.

Pay Group Detail
The combination of a run category and period schedule defined for a pay group, such as a regular run category and weekly period schedule. A pay group can have more than one set of pay group details.

Payment Elections
Control how to pay workers for each type of pay that they receive, such as regular payments and bonus payments. They also control how to handle expense reimbursements for workers. Payment elections designate the payment type (check or direct deposit), account information for direct deposits, payment order, and the distribution of balance for split payments.

Payroll Effect
An option available in Workday Absence Management to stop paying workers while on leave. You can configure a run category to pay workers on certain leave types when the Payroll Effect option is enabled for the leave type.

Payroll History
Payments made to employees before using Workday Payroll, that are loaded into Workday to establish starting balances for workers.

Payroll Input
Rates, units, amounts, or other values that you enter manually or load into Workday Payroll for a worker's on cycle or off cycle run. Sometimes referred to as worker input.

Pay Rate Type
Defines whether the worker is paid a salary or a certain amount per unit of time, for example, hourly or weekly. Defined by country and associated with job profiles and, by extension, with employees in that job profile.

Pay Run Group
A convenience feature used to process multiple pay groups with the same period schedule at the same time. When adding a pay group to a pay run group, you select which of the pay group’s run categories to include. The selected run categories must share the same schedule.

Gross-to-Net Proration
Proration of a worker's gross-to-net pay as a result of certain mid-period changes, such as a change in tax authorities, that creates sub-periods. Gross-to-net proration results in a separate payment for each gross-to-net sub-period.

Manual Payment
An off cycle calculation that records check or cash payments made outside Workday Payroll.

Nonactive Worker
A worker with a status of Terminated or On Leave for payroll processing purposes. A run category can define rules for processing nonactive workers.

No Retro Processing Prior To Date
The earliest date that Workday can process supported retroactive changes for a worker.

On Demand Payment
An off cycle payment that replaces, or is issued in addition to, a worker's on cycle pay.

Pay Accumulation
Returns values used in gross to net pay calculations. Sums (can add and subtract) the value of a group of earnings, deductions, pay component-related calculations (PCRCs), pay component groups, and other pay accumulations. Workday delivers several predefined pay accumulations, such as Federal Taxable Wages by Company and Local Withholding Subject Wages by Company.

Pay Component
An earning (such as base salary or bonus) or deduction (such as federal withholding taxes or medical) that applies to a worker's gross-to-net pay calculation or tax liability.

Pay Component Group
A collection or combination of related earnings, deductions, or pay component related calculations that are combined to simplify payroll calculations. Workday provides several pay component groups, such as Employer-Paid Benefits, Pre-Tax Deductions, and Federal Taxable Wages which you can modify, and you can create your own tenanted pay component groups, such as 401(k) Eligible Wages.

Pay Component Proration
The proration of an earning, deduction, or pay component related caculation in response to a mid-period change to a worker's compensation. Workday can proportionately calculate the pay component for each sub-period.

Pay Component Related Calculation
A related calculation that is used in the definition of an earning or deduction.
For example, the earning, Hourly Pay, uses a calculation of Hours (unprorated) x Rate. Assigning the related calculations of Hours (unprorated) and Rate to the earning, forms two new pay component related calculations.

Payroll Reporting Code
Codes assigned to workers to capture information for quarterly state tax filing or new hire reporting. For example, unit codes for Minnesota or branch codes for California.

Payslip
Online or printed summary of an employee's gross-to-net earnings. Also referred to as a pay stub.

Period Schedule
Defines when and how often to process payroll. Defines payment dates and forward accruals, using a Period Start Date, Period End Date and Payroll Payment Date. You can associate period schedules with any run category or pay group with the same payment frequency.

Proration
Used to create sub-periods when there is a change in the workers compensation mid-period. Proration is set up on the Calculation Details tab of Create Earning or Create Deduction and the Compensation Element tab of Create Earning. Can be based on calendar days on days worked (work shift).

Related Calculation
A calculation that returns a value, such as hours, rate, or percent, that can be used to resolve earnings and deductions, to display on pay results, or for other calculation purposes.
See also: pay component related calculation.

Replacement Payment
An off cycle payment that replaces a worker's on cycle payment in a period that is in progress or not yet started. You can process replacement payments as part of a manual payment or on demand payment.

Reversal
An off cycle calculation that reverses the results of a completed pay calculation for a worker.

Run Category
Defines a type of payroll run, such as regular or bonus. Specifies criteria for processing employees by status (Active, Terminated, On Leave), components to calculate automatically for on cycle and off cycle runs, whether a supplemental tax rate applies and other details. Run categories are assigned to pay groups.

Taxable Wages
All of a worker's wages subject to a particular tax, excluding those for exempt positions and those that exceed a wage cap. For example, in the U.S., OASDI has a wage limit of 110,100 for 2012. An employee with 2 positions and total wages of 200,000 (60,000 of which is for a position that is exempt from FICA) has subject wages of 200,000 and taxable wages of 110,100.

Subject Wages
All of a worker's wages subject to a particular tax, including those for exempt positions and those that exceed a wage cap. See Taxable Wages.

Sub-Period
Created when there is a change in a worker's compensation mid-period. Payments are prorated over each sub-period according to the change in compensation and the settings on the Compensation Element tab of Create Earning.

Supplemental Earning
Any compensation paid in addition to an employee's regular wages that includes, but is not limited to, severance or dismissal pay, vacation pay, back pay, bonuses, moving expenses, overtime, taxable fringe benefits, and commissions. In Workday, only supplemental earnings can be grossed-up.

Supported Retro Transaction
A type of transaction entered for a prior period, such as a retroactive compensation change, for which the Retro Pay Calculation process can automatically recalculate employee earnings and deductions.

Unsupported Retro Transaction
A type of transaction entered for a prior period, for which Workday cannot automatically recalculate employee earnings and deductions. Workday identifies these transactions for you, so that you can manually enter the necessary adjustments.

System Health Dashboard

System Health Dashboard

System Health Dashboard is one of the delivered dashboards which comprises of various metrics pertaining to your workday tenant that you logged in.

A dashboard is a collection of worklets, tasks and notifications.

This dashboard gives you a current picture like how may active users in the tenant, current running tasks, etc., Below are the different worklets that are made use on this page.

• Tenant Overview
• Active User Sessions
• Queue Length - UI
• Queue Length - Background
• Throughput UI
• Throughput -Background

You can create and maintain number of system snapshots in the current working tenant.

Also can view the Resource Scheduling for a day, Week , Month or for certain timeline.

Look out for the Background process trends by Type and Duration. Click on view more for varied timelines.

You can view the Background processes for the past 24 hours

Which Tenant Version I am in?

Which Workday Tenant Version I'm in?

Many of us will have a question as what is the version that I have currently logged in, to identify that you need to access the task Workday System Status . Make sure you have security access to this task.

Also you can rely on What's New in Workday report. Make sure to understand Workday Schedules to get a picture of the upcoming version in the preview tenant.

Interview Questions: Compensation

Compensation Question and Answers

Compensation eligibility rules use a framework that is completely unique to compensation and is unlike anything else in workday (T/F)?
False

Compensation can be populated during staffing activities using defaults form the position/organization through edibility rules (T/F)
True

Compensation grades indicate the employees exact salary(T/F)
False

Compensation grade profiles allow localized salary ranges, currencies, and frequencies (T/F)
True

Compensation Elements tie compensation plans to payroll earnings(T/F)
True

Frequency is a required field on an allowance plan(T/F)
False

Which is not a field in the compensation grade (Currency and frequency, referenced by compensation package, eligibility rules, apply FTE%)
Apply FTE%

Which of the fields below are not part of the salary plan setup(Apply FTE%, Exclude from Merit, Reimbursable, none of the above)
Reimbursable

What is an available value for the number of Compensation Grade segments?
3, 4, 5

Which of the following should be included when setting up a compensation package?(Grades, plans, eligibility rules, all of the above)
all of the above

The system will still let you enter a base pay amount that is outside the compensation grade pay range (T/F)
True

What groups compensation plans and grades?
Compensation Packages

Determines an employee's eligibility for a compensation component during staffing events?
compensation eligibility rules

What is a component for which an employee is paid and for what purpose (salary, hourly, allowance)?
Compensation Plan

What is a required component to link compensation in HCM with Payroll to ensure accurate payroll earnings?
Compensation Element

Which comp element allows localization of pay range guidelines?
Compensation Grade Profile

Compensation eligibility rules use a framework that is completely unique to compensation and is unlike anything else in the workday system (T/F)
False

The system will allow you to enter a base pay amount that is less than or greater than the grade range for which the employee was eligible(T/F)
True

What will happen if an employee is eligible for three allowance plans but the plans are not in the compensation package for which they are eligible?
The plans will not default in but you can manually select the plans during the compensation step of a transaction

When configuring compensation you can specify different eligibility rules on the compensation plan and the compensation package(T/F)
True

Which of the following is not specified on a Compensation Package - Compensation Plans, Compensation Grades, Compensation Grade Profiles, or Eligibility Rules
Compensation Grade Profiles

Name two types of compensation plans
allowance plan, salary plan, hourly plan, one time payment plan

Which three compensation components are required for employees
A Comp Package, grade, and a plan

What are used to localize grades / define different ranges for the same grade based on locations
Grade Profiles

What is the purpose of a compensation eligibility rule
To determine an employee's eligibility for each compensation component to default in during staffing and compensation business process

If a worker is eligible for a compensation package are they also automatically eligible for the grades and plans within that package
no - the grades and plans do not assume the same eligibility as the package they are within. The worker must be also eligible for a specific compensation grade and plans within the package

which setting on a compensation allowance plan restricts users from changing the configured amount while proposing compensation during staffing events
the No Override checkbox

what are two ways that you can configure a compensation grade to a default during staffing transactions
assign the compensation grade directly to a job profile or attach an eligibility rule to the grade

T / F: Contingent workers have no compensation within Workday
True - only pay rate for reporting purposes, labeled with a (C) behind their name

What are the key components of compensation?
Grade (profiles)
Plan(s)
Package
Eligibility rules for each

What is used to allow for comp to default in during a staffing event?
comp eligibility rules

If I place an eligibility rule on a compensation package, will it default into grades and plans?
No

What is the purpose of compensation basis?
groups together comp components to find estimated earnings

What's the purpose of a compensation rule?
to determine who is eligible for each compensation component

T / F: The comp rules used at the package level flow through to the components
False - no inheritance

If a client wants one package for all employees, but has a unique grade and plan in the UK, what would your rule be and where would you apply it?
-Rule: All employees
-Apply it to Eligibility Rule for Grade and Eligibility Rule for Plan
*Wrong? Wouldn't the rule be Location: UK?*

If your comp did not default in during the staffing event, what would you check?
-Comp package: plans and grades are attached
-Eligibility rule for comp plan
-Eligibility rule for comp grade
-Make sure they aren't eligible for more than one grade, salary plan, or comp package

How many packages should an employee be eligible for to make sure it defaults?
one

What happens if an employee is eligible for plans, but not included in a package?
won't default, must go to pick-list

Where can you find the no override check box?
Allowance Plans

If compensation is given to a worker during a hiring event but is assigned a job profile with pre-assigned compensation, which one wins?
the compensation attached to the job profile

If an employee is eligible for a package that has 3 bonus plans, and they are eligible for 3 bonus plans, which will default in?
all 3

T / F: You can default compensation for position mgmt, headcount group, or job mgmt
True

True or False: Compensation eligibility rules use a framework that is completely unique to compensation and is unlike anything else in the Workday system.
False

True or False: The system will allow you to enter a base pay amount that is less than or greater than the grade range for which the employee was eligible.
True

What will happen if an employee is eligible for three allowance plans but the plans are not in the compensation package for which they are eligible?
The plans will not default in, but you can manually select the plan(s) during the compensation step of a transaction.

Related Terms and Glossary - Compensation

Compensation
Ability to offer competitive compensation packages, ability to handle global regulations and global employee and uses a single system for compensation

Compensation Grades
Provides pay range guidelines as references

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 of eligible plans for a particular job or group of employees.

Compensation Eligibility Rules
Determines an employees eligibility for a compensation component during staffing events

Compensation Plan
A component for which an employee is paid and for what purpose (ex. salary, hourly, allowance)

Compensation Element
Required component to link compensation in HCM with Payroll to ensure accurate payroll earnings

Compensation Grade Profile
allows localization of pay range guidelines

Compensation Element
Required component to link compensation in HCM with Payroll to ensure accurate payroll earnings

Supplemental Earning
Any compensation paid in addition to an employee's regular wages that includes, but is not limited to, severance or dismissal pay, vacation pay, back pay, bonuses, moving expenses, overtime, taxable fringe benefits, and commissions. In Workday, only supplemental earnings can be grossed-up.

Base pay element
The compensation components that are included in the calculation of base pay for the purposes of determining the compa-ration and target penetration. Example: include both this and bonuses in the base pay calculation for compa-ratio.

Compensation basis
A grouping of compensation components, such as salary, commission and allowance plans, that define estimated earnings for an employee population.

Compensation component
An umbrella term for compensation packages, grade, grade profiles, and plans that can be associated with compensation eligibility rules.

Compensation defaulting rule
A rule that establishes the criteria for how compensation components default worker compensation during staffing transactions (such as a hire or job change)

Compensation element
These link Compensation to Payroll. When this is attached to a plan that is assigned to an employee, Workday can determine which earnings to use to pay the employee.

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

Compensation Target rule
A rule used to segment your employee population for assignment of compensation plans.

Compensation Step
A specific monetary amount within a grade or grade profile.

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.

Data Sources

Data Sources

For reporting, Data Source is a must. You need to select your data source at the time of creating your report.

Multiple data sources can have the same primary business object. Example: Both the All Workers and All Active and Terminated Workers data sources have Worker as the primary business object.

Some data sources return all instances of the primary business object, such as All Workers. Some data sources also include:

• Built-in filters that limit the number of business object instances. Example: All Active Employees.
• Prompts that you can use when running the report. Example: Employees by Organization.

Workday secures data sources and data source filters by security domains. Different domains might secure a data source and its data source filters. Example: Many domains secure the Workers for HCM Reporting data source, but only the Worker Data: Headcount Reports and Worker Data: Turnover Summary domains secure the Workers by Role filter on the data source.

From the related actions menu of a data source, you can select Custom Report > Create to create a custom report using the data source.

Access the Report Data Sources, in this report you can see the Primary Business Object, permitted Security Groups, Data Source type, Prompts and most importantly Description of the data source. This provides you with the detailed information of what that particular data source is all about.