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.