Maintain Difficulty To Fill - Task

Maintain Difficulty To Fill

When ever you try to create a Job Profile, or a Position or a Job Requisition you get to see a field called Difficulty to Fill where you may need to pick one of the values populated. Every organization have a different meaning for "Difficult" or "Easy" or "Hard" , you could set this up in the task to configure any additional items if you need.

From Create Position task

From Create Job Profile task


Here is the task where you can add any of the required new listings. Also notice the number of usage of these items in job profiles.

Compare Workers / Compare Team

Compare Workers

Use the standard report Compare Workers to compare workers in the tenant. This helps in finding more than one employee's information at the same time side by side and take an informed decision. This allows you to compare a Contingent Worker along with the Worker.

Also there is another standard report by the name - Compare Team which helps in comparing the Workers in a given team.  This won't let you compare your workers along with the Contingent Workers.

Use the Report - Compare Talent by Organization to identify the right talent.

How to setup Required Worklets in the Tenant?

Maintain Dashboard - Home

Most of the people know how to set the Worklets / Applications on the Home Page. If not, you will see a Setting / gear icon on the home page which lets you configure what you want to see on the Worklets. You can set the Optional Worklets but the required Worklets on the left does not allow you to edit or change. 

You can edit those Required Worklets as what should be shown and to Whom.

Meanwhile, worklets are the easily accessible icons which we can say shortcuts for your tasks or reports or both of them grouped as a folder. What ever you see in the worklets can be searchable in the search bar.

Naviage to the task - Edit Tenant Setup - Worklets  and click on Maintain Dashboards. 

Or you can directly access the task - Maintain Dashboards.

Out of the listed Custom and Workday Delivered dashboards, search for Home and click on Edit.

Here it will take you to Content, which allows you to add or remove Worklets. Also notice the Required for Groups and Required checkbox which is making it mandate for those security group users. 

How to Enable or Disable certain fields in Workday based on Region?

Maintain Localization Settings

Workday allows you to setup certain fields based on Locale i.e. Country. Access the Task - Maintain Localization Settings. As you notice only in certain Areas at the moment.

As you see down below the only allowed areas as of today are:

Contact Information, Internal Candidate Compensation, Staffing, Personal Information, Period Activity Hours.

Select the area to configure. In this example lets take Personal Information. You can not Add or Remove the fields with in any Area.

Notice the fields below:

Localized Field - The field that you want to control.

Allow for Countries or Regions - If not selected, applies to all Countries. If selected applies to only selected.

Active - If selected then it is Applicable and active in Tenant.

Require for Countries - If you mandate for certain countries, populate those.

Enforce Required in Web Services - With in Web Services the localized field will be a required ones

Task: Maintain Localization Settings

How to set up Termination Categories in Workday Core HCM?

Termination Categories

When you are performing a termination transaction or an End Worker Contract for an Employee / Worker in Workday, you will see the Termination Category and Sub Category. Have you ever wondered where these can be maintained? If so it is with the help of task Maintain Termination Categories.

Example: Termination Category        - Voluntary

                Termination Sub-Category - Career Move

Go to the task Maintain Termination Categories, notice couple of Termination Events, you will see End Contingent Worker Contract / Terminate Employee. Depending on your need, you can go ahead and configure it on the next screen.

Here on this screen by clicking on add button you may add a new reason or you can edit the existing ones. Notice the other fields that you see on the same screen that you can maintain like Eligible for Rehire, Inactive, usage etc.,

Access the report Termination Categories

You have a report to see what are the existing values. 

Where are the Id's getting generated in Workday

Where are the Id's getting generated in Workday

Ever wonder how the id's are getting generated when you create a new hire or a new position or a new job requisition or a new supervisory organization etc., Its from Edit Tenant Setup - HCM, with the help of ID Definition / Sequence Generator.

Use below tasks to access this.

Tasks: 

Edit Tenant Setup - HCM

• Edit ID Definition / Sequence Generator
• View ID Definition / Sequence Generator
• Create ID Definition / Sequence Generator

 

You can view the ID Definition / Sequence Generator for Applicant ID as a sample.

If you had ever worked on creating Sequence Generator in Integrations, you will make out easily that these are based out of Sequence Generators behind the scenes.

Workday: Core Connector Templates

Below are some of the hand picked core connector integration templates that you generally see during work.

Core Connector for HCM -Templates:

Core Connector: Worker

Core Connector: Positions

Core Connector: Locations

Core Connector: Job Requisitions

Directory Service

E-Verify - Employment Verification

Core Connector: Job Profile and Job Family

Core Connector: Organization Inbound

Core Connector: Organization Outbound

Integration - Templates:

Enterprise Interface Builder  (EIB Related)

Cloud Integration Template   (Studio related)

Document Transformation

Cloud Connect for Benefits - Templates:

CIGNA: Medical, Dental, Wellness, FSA

Guardian: Dental, Vision, Insurance

Delta Dental of CA: Dental

Aetna: FSA, HSA, Life, Disability

MetLife: Dental, Vision

HealthPartners: Medical, Dental, Vision, Rx

Cloud Connect for Third Party Payroll - Templates:

Payroll Interface

PI External Results Inbound (Do Not Use)

Import External Payslips

Payroll Effective Change Interface

PECI - Merge Files Integration Template

External Payroll Results Inbound

Worker Effective Change Interface

iLoad- Templates:

iLoad Bulk: Process Input File Template

iLoad Bulk: Doc Splitter

Access the report - Integration Template Catalog to view all the integration templates that Workday is offering.

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:

Interview Questions: Security

Workday Security Interview Questions

There is no inheritance for business process security policies (true / false)

True

Roles are used to drive business process management (true / false)

Yes

Which type of security groups is optional and customer-defined?

Job Based Security Group is optional

What type of Security Group are these: Report Writer; Setup Administrator ?

User Based Security Group

Editing a security policy takes effect immediately? (true / false)

False (Need to ‘Activate Pending Security Policy Changes)

The following are true about User-Based Security Groups

Grants access across the system

Multiple people can be members if same user-based security group

Is it possible to activate a previous timestamp while making changes needed to fix present security configuration?

  Yes
   

 You may configure securable actions and securable reporting items in a domain security policy.

 False

The following report views permissions the specified user has an action & also security policies and groups that grant access

 Security Analysis for Action

What are the different ways to assign security groups?

By the system based on a process

Manually

 Is Report Writer a role-based security group

No

  Which of the following is not securable area of business process

 Create new sub-processes

 In case a secured item is included in more than one domain security policy, workers who are granted different levels of access permission in different domains get the most access granted

  True

The following report views all domain security policies and business process security policies that use the security group:          

      Action Summary for Security Group

  Editing a child security policy does not affect inheritance in any of the others

 True

 Which Security Group is required for you to access custom reports 

  Report Writer User Based Security Group

  Can a role-based security tag to more than one org?

 Yes

  In Security Breach, whom should you contact?

  security@workday.com

 What are the steps to create Role Based Security?

 Steps-Org Role>>Maintain Org Role>>Attach the Role

 What are the two components of Workday Security?

Domain Security

Business Security

 How to disable Functional area?

Maintain Functional area

How to activate security policy?

    Activate pending Security Policy

What determines access to landing page?

Security

Which Report is used to see the Security Policy?

View Security for Securable Item
 

      Defined tasks and reports that are functionally similar

      Domains

This dictates who can view / modify data w/in the domain

Domain Security Policies

What dictates who can participate in the business process

Business Process Policies

Type of security group automatically assigned based on user’s job criteria

Job based security group

   Security policies designate permissions for security groups to view, or view and modify tasks within the domain

      Domain Security Policy

     Security Policies contain such securable items as initiation steps, step actions, and actions on the process as a whole

      Business Process Security Policy

Can you reassign a task to anyone?

No (It can be assigned to the users who have relevant security group in BP Security Policy).

Which dictates who can participate in BP?

Business Process Security Policy

------------ are assigned to users  based on administrative responsibility

  User-based

 ------------ are found as a related action off worker’s name

  User-based

 ----------- are assigned to users are based on criteria selected

  Job based

 ------------- are used to only approve business process management tasks; they do not determine task or report access and cannot initiate a business process

Job roles

 --------- report views all details about security group membership, security policies in which the group is used, the permissions it has and the functional area

  View Security Group

 ------- is automatically assigned based on criteria selected

Job based

 ------------- is used to restore inheritance in a child policy

Use Parent Permissions

Additional Reads:

Workday Core Connectors Interview Questions

Workday EIB Interview Questions

Workday Tenant Policies and Pricing

Tenant Policy and Pricing

Customers initially deploying the workday product for the first time will get below number of Initial tenants depending up on the size of the organization. Workers include both Employees and Contingent Workers (Contractors).

Core HR:

1. 3,501 - 20,000 Workers (4 Tenants)
2. 20,001 - 40,000 Workers  (5 Tenants)
3. Over 40,000 Workers  (5 Tenants)

Core Financials:

1. 3,501 - 20,000 Workers (5 Tenants)
2. 20,001 - 40,000 Workers  (5 Tenants)
3. Over 40,000 Workers  (6 Tenants)

Core HCM + Core Financials:

1. 3,501 - 20,000 Workers (7 Tenants)
2. 20,001 - 40,000 Workers  (7 Tenants)
3. Over 40,000 Workers  (8 Tenants)

Student Records or Admissions + Student Recruiting:

1. Less than 3000 Students (3 Tenants)
2. 3,501 - 9,999 Students (4 Tenants)
3. 10,000 - 19,999 Students (5 Tenants)
4. Over 20,000 Students (5 Tenants)

Adding other products like Payroll (1 Tenant) or Prism Analytics(2 Tenants) or Expense or Procurement (1 Tenant) will add the tenant count in addition to the above said.

Pricing:

It's not wise on my part to put the pricing, if you are interested please check the Community portal. 

All the pricing is dealt per month per tenant basis and categorized below number have different price attached to it.

# of Workers: <3,500

# of Workers: 3,501 - 10,000

# of Workers: 10,001 - 40,000

# of Workers: 40,001+

Points to Ponder:

• The additional tenants have a 3-month minimum duration.
• Customers can request to purchase a tenant by entering a purchase / renew tenant management request.
• Customers can purchase additional Implementation tenants at any time on a subscription basis, which can be used for training, implementing new functionality, testing changes to existing functionality, and more.
• The Initial HCM, Financials, and Student Implementation tenants expire 60 days after the customer’s Gold tenant is moved to Production. 
• The minimum duration for a purchased tenant is 3 consecutive months.
• The maximum duration for a purchased tenant is 1 year. A new order form will need to be processed after 1 year.
• At the end of the initial term, the tenant auto-renews on a 3 consecutive month bases for 1 year.
• Prism Analytics on additional tenant gives you 1 TB Storage with Published Rows up to 100,000,000

Additional Reads:

Workday Tenants

Workday Product Offerings

Product Offerings

Workday Offers 3 different ERP suites. HCM, Financials and Student

HCM 

• Absence Management
• Benefits
• Compensation
• Learning
• Recruiting
• Staffing
• Time Tracking
• Payroll
• Talent 

Financials

• Budgets
• Business Assets
• Cash Management
• Customer Accounts
• Expenses
• Financial Accounting
• Inventory
• Planning
• Procurement
• Projects
• Revenue Management
• Supplier Accounts

Student: 

• Student Records
• Academic Advising
• Academic Foundation
• Campus Engagement
• Curriculum Management
• Student Recruiting
• Admissions
• Student Financials
• Financial Aid

Cross Applications:

    Below all product features / tools used across all the modules.

• Organizations
• Reporting and Analytics
• Security
• Business Process
• Mobile
• Prism Analytics
• Authentication
• Compliance
• User Experience
• Integrations:

• Enterprise Interface Builder
• Workday Web Services
• Workday Studio

My First Post

Workday! 

Hello there, This is my First Blog post ever. My love towards Workday made me create this blog #loveforworkday. 

I want to share my learnings and thoughts on Workday as a Workday Consultant which I feel would be helpful at some point for someone like you.

I will try to post one concept (or) a topic (or) a thought (or) learning each day on Workday Core HCM modules and Workday Integrations which would help the budding enthusiasts. This blog would give you a starting point to learn Workday and get familiar. I will be using all the screenshots or sample data from Training Tenants - GMS.

Please leave your feedback for continuous improvements.

-pb