Saturday, February 15

Business Process: Rescind vs Cancel

Rescind vs Cancel

Its very important to understand the difference between Rescind and Cancel with in Business Processes. At times you get confused as why you are not seeing Rescind option or Cancel option during or after completing the BP.

Rescind is like rolling back your BP.
- You will happen to see this 'Rescind' only when the process is in a status of "Successfully Completed"

It completely reverses all changes made to Workday data.
- Can only be done by security groups with appropriate permission (Role: Business Process Administrator)

Cancel is like aborting the BP in the middle.
- You will happen to see this 'Cancel' only when the process is in status of "In Progress"

It completely reverses all changes made to Workday data.
- Can be done by security groups with appropriate permission as well as worker who initiated the process.

Tuesday, February 4

Business Process: BP Step Types

Business Process Step Types

For better understanding on Business Process Step types, below shows the categorization of the same. 

User Input                     : Needs an input from the user (You see these typically in the inbox as tasks )
Approval                       : Needs approval from a specific security group (Manager, HR Partner, etc.)
Background Processing: These step types does not need any user intervention. Taken care by Workday.

Sunday, February 2

Reporting: Manage and Create - Custom Reports

Manage and Create - Custom Reports

Workday delivers the below list of reports to help you create and manage custom reports. 

All Custom Reports
All Calculated Fields
Business Objects by Category
Business Object Details
Calculated Fields Defined
Custom Reports for Person
My Custom Reports with "Don’t Use" Items
Report Fields
Report Run History
View Business Form Layout
View Delivered Business Form Layout
View Indexed Fields for Data Source
Workday Data Dictionary
Workday Standard Reports

Security for custom reports : 

Manage: All Custom Reports  - View, Edit and Delete custom report
Data Translation - Translate custom report
Custom Report Administration - Transfer ownership of custom report


To provide users with view-only access to custom reports, use the Manage: All Custom Reports domain in the System functional area for permissions.