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.

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. 

How do I find appropriate fields for creating Workday condition rules?

Fields for creating Condition Rules

While creating condition rules say for example in Business Processes, if a field that you are looking for is not available or it in one of the other related Business Objects,  then you can create your own calculate fields and bring it up to the Action Event Level. 

Remember that you Business Process is related to the action event. Also you can notice all the available fields and conditions that you can use in a particular BP.

Lets take an example of Termination BP - You can see a tab "Available Rules & Fields". Search here for the fields that you are looking for while creating the conditions. 

Also check  Workday Data Dictionary report to determine what fields are available for each business object.

How to handle unassigned Tasks in Business Processes?

Unassigned Tasks 

I know a lot of new Workday Enthusiasts struggle in fixing the Unassigned Tasks in the Business process that you typically see in the inbox.

An unassigned task is one for which the specified security group does not contain a user, or contains only users with disabled Workday accounts.

Here is an example of identifying one such Business Processes and fixing the same. Lets say we want to identify the hire processes that were hanging around in the Unassigned state.

Access the report Unassigned Tasks.   

Business Process Administrators can reassign unassigned tasks to workers in the required security group. Workday sends a notification email to members of all security groups with View and Modify permissions to the Business Process Administration domain when a task becomes unassigned. 

Provide the specific BP or select For all Business processes radio button to view all BP's per your need and most necessarily provide the date range to fetch you the results in a specific time line.

In our case we can see two Hire BP's that do not have any workers to assign.

Navigate to the related actions of the BP Event, then Reassign Unassigned Task.

Then on the next screen, give the user that you want this task to be reassigned to.

That marks the completion of reassignment of an unassigned Task.

Root cause for the Unassigned Tasks in BP mostly be the Unassigned roles in the Supervisory Organization or User account disabled, or expired or locked.