How to configure the Summary Page of Worker?

Configure Profile Summary

Different companies would like to show up different summarized sections on the Worker's profile. Navigation: Go to Worker's Profile >> Summary

Workday allows you to configure Summary through the task - Configure Profile Summary.

As shown below are the available profiles that you can configure the summary for. Most of them that you notice here are for Recruiting, and Student related.

Once you select the desired profile, you have the choice of selection as which cards / sections you wanted to show up on your Worker's profile and their order.

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.,

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.

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.

Reference IDs

Reference IDs

Reference IDs is something which you would realize that it is one of the important thing in Workday. This tells you how exactly the codes are stored and maintained at the back-end (OMS).

The Reference IDs will be used at the time of filling your templates in the excel sheets for EIB Inbound's or iLoads

Let us take an example of Gender Business Object, where you typically see Male, Female and Not disclosed. How does Workday stores the values of these? the answer to this is - In the form of Reference ID Value.

There are three tasks related to Reference IDs

1. View Reference IDs - Just view 
2. Maintain Reference IDs - Can set preferences and edit too
3. Edit Reference ID - To edit a specific instance

Access the task View Reference IDs from search bar and key in the BO that you want to see. This is just view only of your Reference Ids.

Below screen shows the three instances of Reference IDs. Also notice the Reference ID Value pertaining to each of the instance. The Reference ID value of  "Not Declared" is empty

Access the task Maintain Reference IDs, below screen shows up. Here you have options based on what to display on the further screen. 

Include Empty Values Only-Returns all the empty reference id Values.  Example: Not Declared.
Include Defaulted Values Only - Returns all the defaulted values of the instances.
None of the above - Returns all the instances of the Business Object.

Up on Clicking OK on above screen, you can see the screen where you will be able to edit / maintain your existing Reference ID Values. Notice that we have added "Not_Declared"

Access the task Edit Reference ID where you can edit one Instance of your Business Object at a time. See below Example where we try to edit Reference ID - Not Declared.

Below is the screen which shows the Value that you can edit for your Reference ID.

Workday Feature - My Reports

My Reports

There are two ways to reach My Reports, one through search bar and the other one through your profile pic icon on your landing page. Once you hover the mouse over the profile pic icon you will see list of other features, there you can see My Reports.

Up on clicking the My Reports , you can see the list of reports that got generated already. It lists the first 10 items only. But if you want to see more, then you need to click on More Reports button.

My Reports

You need to give the number for how many days you want to pull the reports for.

It shows up different output files that "you" generated ranging from PDF to xls to xml's. You also have the option delete your reports as you are the owner of them. 

Workday Process Monitor

Process Monitor

To check the status of various Jobs, reports and integrations, we use Process Monitor.

You can search for the task Process Monitor in the Search box or you can go to My Reports and access the task as highlighted below.

 On the Process Monitor task you need to provide the input parameters like From Date, To Date, Process Type, Process, Schedule and Status.

Process Type is mandatory and rest of the fields are optional. However it is advised to give both from and to dates which will narrow down your results.

  Process is the name of the process like report name, integration name, job name you are looking for in specific.
    Schedule is the recurrence or the frequency that you had set at the time of process scheduling.  (Ex:  Daily, Weekly, Monthly, Hourly)

    Status is about the process status whether Active or Inactive
Active Statuses: (Which are currently active in the process monitor)

•  Initiated
•  Processing
•  Queued

 Inactive Statuses: (Which are not running anymore and inactive in the process monitor)

Aborted

Completed

Completed With Errors

Completed with Warnings

Failed

Not Run due to Exceptions on Future Process

Purged

Skipped

   The maximum rows that you can see at a time is 10,000. Its a good practice to view 100 at a time for better performance.



Here is how the results would look like after you give your run / input parameters.

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 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.