How to set up the Announcements in Workday?

Announcements

You can notice Announcements on your home page and they are different for each employee based on the configurations. Understand that this is part of your Home (Landing Page) Dashboard, which is configurable.

Access the Configure Announcements task and identify the Home Dashboard to configure.

Notice the Rule column, this can be setup with the task Create Announcement Rule. Based on the rule you condition, it will show up the group of employees if they satisfy the condition. 

Also up on expiration date, it will not show up to view on the page. 

Also you can use the Edit Dashboard (Home)task to control all your announcements.

Workday Assistant / Chat Bot

Workday Assistant / Chat Bot is the new feature with release R1 2020(34)

We can enable users to perform HCM related tasks and retrieve Workday information by having a conversation with the Assistant chatbot.

Examples:

• Show my playslip
• Request time off and view balances.
• View worker and manager information.
• Initiate a location or supervisory organization change.

Workday also supports Assistant on mobile.

Assistant doesn't support proxy users.

In Non-Production tenants, when you proxy as some one, the bot will still consider you as the user and provide your information and not the one whom you are proxy-ing. Which is correct.

Global Fields

Global Fields

The Business Object - Global contains various Global fields which are variables and constants that you can use in your BP rules, Custom Reports, and for your scheduled recurring processes.

Example: In a scenario where you wanted to get constant value for your report like 'TEST' or  '1', you can rely on the Global fields.

To see the Report Fields from the Global Business Object, Open the Report - Report Fields.

Also we can create custom Global fields by creating calculated fields with a business object of Global.

From Search bar accessing your business object:

Accessing your Report Fields report:

View of the Report Fields, notice the number of fields available.

Integrations: Workday Studio Introduction

Workday Studio

Workday Studio is one of the 3 ways of building your integrations. (Other two include EIB and Core Connector)

For you to work on Studio, you need to have the Eclipse Software installed on your machine. Once you install your software, and go to your application. You will see number of items on the initial page after the welcome page.

Below are some of the detailing as you move on.

Cloud Explorer :

This is the place where you connect your studio you to the Tenant. It could be any tenant.
You need to pass on Tenant Name, User ID, Password in order to get connected.

Preferences > Workday > Connections

** Be cautious when you right click on your project / Integration, Don't tend to click on remove, which will remove from the server / tenant.

Project Explorer :

This is the preview of your work space which means you are accessing you local files. Each folder is an integration. Clicking on Assembly will open the design for  you.

Outline:

Gives the complete picture of your integration, where you can navigate easily. Check out for different views by clicking the 4 different icons in Outline window.

Design | Tree Structure | mVal | Props(properties) and Variables

Schema Explorer:

You can add WSDL or WSD / You can add WWS (Mostly used for)  / You can add Custom Report schema (Raas) / XSLT

3 different perspectives in seeing your applications -- WD | Debug | Design Report (BIRT)

FYI -
Workday runs on web services.
Global fields fall under Integration system Business Objects

Business Processes: How can I Reassign a Task in Workday?

Reassign Task

What if all of a sudden a manager went on a leave where he did not had a chance to set Delegations to his/ her peers or managers. Those tasks might be pretty important that needs to be completed or acted up on.

If you are a HR Administrator or a HR Partner or an administrator who have access to the task - Reassign Task will come to the rescue.

Reassign Task allows you to reassign all the tasks that are unassigned to anyone, for a Particular Worker or for a specific system user and few others as shown above.

Once you set the criteria then, click on OK to see the tasks that are present per selection. and then it will present you the list of tasks that can be reassigned to other workers. Remember to put the comment on the right, in this screen.

Additional Reads:

Proxy Access
Delegation

What is Workday Customer Central?

Customer Central

We often listen to this term Customer Central in Workday. Its a Workday tenant that sits on top on all non-production tenants, which allows customers to view all non-production tenants in one place. 

Using Config Catalog in the Customer Central you can make your tenants back to Factory Default configs. Customer Central is a new tenant in each customer environment that resides over all customer non-production tenants during their life as a customer. Customers must have a Customer Central tenant in order to access the tools. No customer data is housed within Customer Central. It only provides a means for managing other tenants and access to the new tools

There are certain tools that are accessible through Customer Central.

• Tenant Health Dashboard - An availability status of each of the tools, Information relating to the setup of each user in the tenant
• Configuration Catalog - Migrate specific data sets from Factory default to non-prod tenants
• Access of all non -prod Tenants - Centralized view, easy to access and maintain.

Additional Reads:

Workday Community

Power of One

The Power of One

Power of One

Power of One is the heart of everything that works in workday. All customers are on the same version of Workday: one code-line, one version, and one Workday Community—Workday calls it as the Power of One.

Empowerment is the foundation of a happy customer base, and Workday’s latest measurement revealed 97% customer satisfaction. In true democratic fashion, members of Workday community even suggest and then vote on new features. The Workday Brainstorm is an incredibly innovative program, with customers having contributed hundreds of ideas to our products through the years.

There is only one version of Software in Workday at any point. These 4 reasons contribute to the success of Workday.

• One Source of Data - Turn insight into action. With a single system for finance, HR, and analytics, Workday gives you total visibility coupled with the power to act on it
• One Experience -  Workday gives you the intuitive and informative experience you need to manage change and engage your workforce. As technology advances, Workday automatically delivers the latest interface innovations to you without requiring any process or configuration changes on your end. See how our approach profoundly impacts the success of our customers.

• One Security Model - Security is at the heart of our business. We provide protections that traditional software vendors can’t. We build, and continually update, rigorous safeguards into every product to maintain the highest level of security.

• One Community - Through a highly engaged ecosystem, our customers share ideas and best practices as a community, and actively engage product teams on the next innovations.

What is Workday Community?

Workday Community

This is a platform for all the Workday Partners, Workday Customers,  and Peers who are working on Workday. Here you can collaborate with other Workday Enthusiasts, share ideas, propose solutions, brainstorm, post questions, seek answers etc.,

Community helps customers to enhance their knowledge on various Workday Applications.

You get access to Workday if you are a Workday Customer, Workday Partner, or Workday Employee.

Workday Community

In Workday's words:

"The Workday Community supports, educates, and empowers customers by connecting them with peers and partners. Members share ideas and best practices through a variety of collaboration tools, including contributed solutions, forums, and user groups. And if customers have great ideas for product enhancements, they can let us know. In fact, we've put more than 1,800 brainstormed ideas into the product. It’s a model of shared success that’s only possible with our unique technology platform."

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.

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.

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.

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.

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.

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:

Workday Basics - Field Types

Field Types

There are different Fields in Workday. Below are the list of field types. 

Workday supports field types such as:

• Boolean
• Numeric
• Text
• Single instance
• Multi-instance

Workday secures fields by security domains. Users must have access to the security domain to:

• Use the field in a report definition.
• View data in that field when running the report.

Workday makes understanding report fields easier by providing icons for each field type, including icons for indexed fields.

All the above said fields are self explanatory. Some of the fields which are new:

Self-referencing field type returns an instance of the Business Object.

Example: If the data source returns Workers and you set up a field for the primary business object, the self-referencing field returns a Worker.

Single instance field types represent the one-to-one relationship the primary business object has with the related business object. A single instance field contains 1 value representing the instance in the related business object that links to the primary business object.

Multi-instance field types represent the one-to-many relationship the Primary Business Object has with the Related Business Object. A multi-instance field can contain multiple values with each value representing an instance in the related business object that links to the primary business object.

There is one report by name Report Fields which enables you to view the detailing of the field which are of calculated and Workday-delivered report fields and types. And you can view Business Object Name, Field description too.