Tasks & Reports: Currencies

Workday Currency related Tasks and Reports

When ever you have to maintain currencies or rates you can look for below tasks.

Maintain Currency Rate Types

Currency Rate Types

Currency Rates as of Date

Historic Currency Rates

Edit Custom Currency

Create Custom Currency

View Country Currency

Maintain Currency Conversion Rates

Currencies

Security: Constrained vs Un-Constrained Security Groups

Difference between Constrained and Unconstrained Security Groups in Workday

I see many people seeking to know the difference between two types of security groups - Constrained and Unconstrained. Here is the briefing in Workday's Words:

Constrained Security Groups evaluate security using the target object being acted upon. 

For example, a Manager Role-Based Security Group (Constrained) evaluates "is User A a Manager of User B", where User B is the constraining target object. 

Unconstrained Security Groups do not use a target object for security evaluation. 

For Example, a Manager Role-Based Security Group (Unconstrained) evaluates "is User A a Manager"; the target object is NOT considered when evaluating security.

Further more Definitions:

Unconstrained security groups do not enforce a context. If you add an unconstrained security group to a domain or business process security policy, members will be able to get to secured items in those policies with no context or constraint applied on what target data they see once there. They will see all tenant data available for that item.

Summary: Users based out of this group will have access to all the data that is allowed with out any restrictions or conditions.

Constrained security group types enforce a context on members target access (“row level security”) in Workday. If you add a constrained security group to a domain or business process security policy, members will be able to get to secured items in those policies and once there will have a context applied on what target data they see. Constraints are typically by organization.

Summary: Users based out of this group will have access to the data that is allowed base on the condition, if the person satisfies that restriction / condition then they will be able to access.

Target access involves what tenant data (e.g., for whom, or for what instances “rows” of data) the user can see when accessing an item such as a report or task. When using a constrained security group, you can limit access rights to certain target instances, i.e., enforce row-level security.

Below are the types Security Groups which allow you to create above Constrained and Unconstrained.

Service Center Security Group

Role-Based Security Group

Organization Membership Security Group

Job-Based Security Group

Integration System Security Group

Business Processes: Mass Cancel To Dos

To Do's

To Do's are typically used in the Business Processes. Also used in Checklist, again with in Business Processes.

To Do's won't have much priority when you compare with other BP Step types, so users comfortably skip them if they were optional.

The task Mass Cancel To Dos helps in canceling the To Dos which you don't want to visit anymore and complete them and which have been long pending.

Select the To Do events and cancel.

Other Tasks and Reports related to To Dos that you can check out:

To Dos

Maintain To Dos

Create To Do is the task that you see in the Business Process Step Type - To Do.

Workday 2020 R1: Highlights

Highlights of Workday 2020 R1 (Released in March 2020)

Workday Assistant (Chat Bot) - Innovation Services

Natural Workspaces - 

• Workday for Microsoft Teams
• Workday for Slack

Voice on Mobile For Workday Assistant

REST API Update

Integration Enhancements 

Security and Data Privacy Updates

Active Dashboards

 Data-as-a-Service Bench-marking

• Compensation
• Absence and Time
• U.S. Veteran Benchmark

Prism Analytics

Worker Hiring Enhancements etc.,

Tasks & Reports: Compensation

Compensation Tasks and Reports

Here are some of the commonly used Compensation related Tasks and Reports:

Compensation Eligibility Rules

View Compensation Eligibility Rule (also Create, Edit)

Create Compensation Grade (Edit)

Edit Compensation Grade Profile (View)

Compensation Package

Compensation Packages

Create Compensation Package (Edit)

Create Hourly Plan

Create One-Time Payment Plan

Create Salary Plan

Create Allowance Plan

Create Commission Plan

Compensation Steps

Compensation Rule Assignment

Employee Compensation Audit

Compensation Spreadsheet

Compensation Changes Report

Maintain Compensation Elements

Compensation Elements

Maintain Compensation Element Groups

Compensation Element Groups

Total Compensation

Total Compensation Template Audit

Compensation Summary

Employee Compensation Details by Job Profile

In Progress Compensation Changes

Out of Order Compensation Changes

General: How to maintain URLs within Workday

QuickLinks / URLs in Workday

Workday offers you to store urls and use it else where for references of some websites, documentation or help books for your organization. These urls could be internal or external.

Use the task Maintain Quicklinks to edit existing delivered URL's or add a new URL on need basis. Here you can see a  (-) on the first column which represents it was added by someone like you, and if it is blank it represents Workday delivered. You can still change or edit the url's delivered by Workday.

URL is Often called as Quicklink in Workday.

You have an option to restrict based on a Condition Rule. For example you wanted the URLs to be visible only for certain group of Employees in your organization you can set it up here using Condition Rule.

You can group your URL's like Benefit Related, Payroll Related, Workday Related etc.. And those groups will automatically show up in the Maintain Quicklinks task (Last Column).

Use the below Tasks to maintain the Quicklink Groups.

Create Quicklink Group

Delete Quicklink Group

Edit Quicklink Group

Use the below Reports related to Quicklinks

View Quicklinks 

View Quicklink Group

To report URL's use Quicklink Assignment as Primary Business Object with Quicklinks as Datasource. Other related BO's are Quicklink Group, Quicklink Item.

Integrations: Integration System User (ISU)

7 Steps to create and Assign ISU to the Integrations

Integration Security Users also popularly known as ISU are used to assign the integration Worker Account. (It is created in majority of the cases for your vendors / third party systems)

Here are the 7 Steps to Create and Assign your ISU's to the Integrations.

1. Create Integration System User (ISU)

2. Create Security Group - Integration System Security Group (ISSG)

3. Assign the Integration System User to Security Group ( ISU --> ISSG )

4. Find out the list of all domains required for the particular template in WD Community 

5. Assign Newly created security group to all the domains (ISSG --> Domains)

6. Activate pending security policy Changes

7. Assign the Integration System User to the Integration - (Related actions > Workday Account > Assign ISU)

Security: Create Audit Log - Report

Create Audit Log - Report

To Identify:

Which all transactions were done by a user (Workday Account) in the said duration?

Who ran the transaction like Task, BP in the said duration ? 

You can make use of Create Audit Log report to generate one.

Input your details: Be cautious while choosing the From and To Moment, try to give a lesser duration to get the results faster. If it is a lengthier duration, Workday will throw an error.

Provide the workday account you are auditing for and also a specific task if any. 

Notice that it will take you to the Create Audit Log - Background Process.

Click on the generated xls report to see the transactions based out of the input given while running Credit Audit Log report.

Integrations: List of Packaged / Core Connector Templates

Integration Template Catalog

Use this report to see what are the delivered Packaged Connectors and Core Connectors. This report helps you in making out which template you want to use based on the requirement.

Look at the sample, Kronos Employee Extract Template.

Also click on the View Details to see the Integration Services, Attributes and Maps. This let you see these details before you head start with the selected / identified template.

Integrations: Workday xml vs Simple xml

Workday xml vs Simple xml

There is a difference between Workday XML and Simple XML. Let us understand with a generated report.

 Here is the sample report for 3 EEs. 

We are selecting 6 fields. Shown below are the field types.

Employee ID    - Text

Worker             - BO (Single Instance)

First Name        - Text

Gender              - BO (Single Instance)

Marital_status  - BO (Single Instance)

Age                     - Numeric

Navigation to generate XML -  (Make sure firstly your report is a RaaS Report)

Go to Your Report >> Related Actions >> Web Services >> View URL's

When you generate your xml's , Notice below:

In Simple XML all fields are just fields, it do not differentiate where as in Workday XML notice that the WID's and reference id type show up for each instance related fields ( Single Instance / Multi - Instance).

We can say that, when you run the report and see the related actions on any of the column values, then that is likely to give you WID and reference id type.

Simple XML:

<wd:Report_Data xmlns:wd="urn:com.workday.report/pb_Advanced_Report">

<wd:Report_Entry>

<wd:Employee_ID>1234</wd:Employee_ID>

<wd:Worker>Aidan Mitzner</wd:Worker>

<wd:FirstName>Aidan</wd:FirstName>

<wd:Gender>Male</wd:Gender>

<wd:Marital_Status>Single (United States of America)</wd:Marital_Status>

<wd:Age>48</wd:Age>

</wd:Report_Entry>

<wd:Report_Entry>

<wd:Employee_ID>1235</wd:Employee_ID>

<wd:Worker>Wesley Kingston</wd:Worker>

<wd:FirstName>Wesley</wd:FirstName>

<wd:Gender>Male</wd:Gender>

<wd:Marital_Status>Single (United States of America)</wd:Marital_Status>

<wd:Age>31</wd:Age>

</wd:Report_Entry>

<wd:Report_Entry>

<wd:Employee_ID>1236</wd:Employee_ID>

<wd:Worker>Xaviere Francois</wd:Worker>

<wd:FirstName>Xaviere</wd:FirstName>

<wd:Gender>Female</wd:Gender>

<wd:Marital_Status>Free Union (France)</wd:Marital_Status>

<wd:Age>42</wd:Age>

</wd:Report_Entry>

</wd:Report_Data>

Workday XML:

<wd:Report_Data xmlns:wd="urn:com.workday.report/pb_Advanced_Report">

<wd:Report_Entry>

<wd:Employee_ID>1234</wd:Employee_ID>

<wd:Worker wd:Descriptor="Aidan Mitzner">

<wd:ID wd:type="WID">12831f1b82954a3a0ad85fb85367</wd:ID>

<wd:ID wd:type="Employee_ID">1234</wd:ID>

</wd:Worker>

<wd:FirstName>Aidan</wd:FirstName>

<wd:Gender wd:Descriptor="Male">

<wd:ID wd:type="WID">d3afbf8074e54970962128e1105a</wd:ID>

<wd:ID wd:type="Gender_Code">Male</wd:ID>

</wd:Gender>

<wd:Marital_Status wd:Descriptor="Single (United States of America)">

<wd:ID wd:type="WID">5e50cb12452487de0caf7f262d4f</wd:ID>

<wd:ID wd:type="Marital_Status_ID">Single_USA</wd:ID>

</wd:Marital_Status>

<wd:Age>48</wd:Age>

</wd:Report_Entry>

<wd:Report_Entry>

<wd:Employee_ID>1235</wd:Employee_ID>

<wd:Worker wd:Descriptor="Wesley Kingston">

<wd:ID wd:type="WID">480fa11010d6501bfc3dad351f1d</wd:ID>

<wd:ID wd:type="Employee_ID">1235</wd:ID>

</wd:Worker>

<wd:FirstName>Wesley</wd:FirstName>

<wd:Gender wd:Descriptor="Male">

<wd:ID wd:type="WID">bf8074e549ffb070962128e1105a</wd:ID>

<wd:ID wd:type="Gender_Code">Male</wd:ID>

</wd:Gender>

<wd:Marital_Status wd:Descriptor="Single (United States of America)">

<wd:ID wd:type="WID">5e50cb12452487de0caf7f262d4f</wd:ID>

<wd:ID wd:type="Marital_Status_ID">Single_USA</wd:ID>

</wd:Marital_Status>

<wd:Age>31</wd:Age>

</wd:Report_Entry>

<wd:Report_Entry>

<wd:Employee_ID>1236</wd:Employee_ID>

<wd:Worker wd:Descriptor="Xaviere Francois">

<wd:ID wd:type="WID">b31600011066de010d5410b714d0</wd:ID>

<wd:ID wd:type="Employee_ID">1236</wd:ID>

</wd:Worker>

<wd:FirstName>Xaviere</wd:FirstName>

<wd:Gender wd:Descriptor="Female">

<wd:ID wd:type="WID">3bec2d0d420283f76f51b928d885</wd:ID>

<wd:ID wd:type="Gender_Code">Female</wd:ID>

</wd:Gender>

<wd:Marital_Status wd:Descriptor="Free Union (France)">

<wd:ID wd:type="WID">f0f5d5eb405b9ffa48755d4d8b41</wd:ID>

<wd:ID wd:type="Marital_Status_ID">Free_Union_France</wd:ID>

<wd:ID wd:type="Marital_Status_Code" wd:parent_type="WID" wd:parent_id="6971ffb4bf0b116fe7651ec789a">UNIFRA</wd:ID>

</wd:Marital_Status>

<wd:Age>42</wd:Age>

</wd:Report_Entry>

</wd:Report_Data>

Security: View Security for Securable Item

View Security for Securable Item

Often, we rely on Functional areas, Domains to see how your task or report is secured. Consider this task if you have access to.

This is a great task to identify the security of any delivered items like tasks or reports or data sources. Let us take a sample task - Create Position. (This is just like your workday wild search)

The next screen as below shows the list of tasks and reports that you can check the security.

Click on View Security to view the list of Security Groups allowed and the Functional area the task or report belongs to. Additionally you can see the Menu / Navigation.