Edit Tenant Setup HCM

Edit Tenant Setup HCM

Business Object Translations

Business Object Translations

This is a report to view the attributes of the specified business object, their base values, and translated values for the specified user language, if any exist. 

You can determine which instances have translations and which still need to be translated.

You can see the below Target Language Value.

Delegation in Workday

Delegation is the assignment of any responsibility or authority to another person (normally from a manager to a subordinate) to carry out specific activities. Here in Workday, we can say that Tasks and Reports and inbox items can be delegated to other peers or managers to be completed on their behalf.

This Delegation is majorly used when a manager is on Leave and certain task needs to be completed, the Manager can delegate his tasks to someone else who can complete in his absence. And this is used in Production Tenants. For Non-production Tenants also you may use, but you have a better way doing this in the form of  Start Proxy - Stop Proxy

How to setup Delegations in Workday?
Go to the task Manage Delegation Settings to setup. Here you can create or stop delegations.

This helps in viewing and managing worker's delegation settings. This Enables you to see what delegations a worker currently has active, what delegations a worker has had in the past (History) and which business processes are allowed for delegation.

Do Remember the Begin Date should NOT be a past date. It can be current or future date.

Once you click on Request Delegation Change, it will allow you to set up the delegation with the allowed Business processes.

Additionally, you can see the report My Delegations. This helps to View Current Delegations with a button to request delegation changes, Current Task Delegations, Delegation History, Delegated Tasks, and Business Processes allowed for Delegation.









From Inbox, you can view your delegations.

Below are the list of tasks and reports that can be used for Delegation.

Delegate Task - Individual Worker and Business Process Level.

View All Delegated Tasks - All delegated tasks BP's for you.

Business Process Tasks not Delegated - This report returns the list of business process steps that were not able to delegated for the Business Process Step Initiated in Date Range. Items are not Delegated because either both the Delegate and Alternate Delegate were excluded by Routing Restrictions or because the step was configured for an eSignature Integration Type.

Delegation History - View business process transactions delegated by a specified worker, with dates, status, and delegate. Enables you to see what the specified worker has delegated to whom. Required prompt: Worker Optional prompt: none

Business Processes for Delegation - View which business processes you can delegate. Enables you to view which business processes have been enabled or disabled via security for delegation. Required prompt: none Optional Prompts: Show Business Processes

Current Delegations -View all delegations for the specified organizations. Details include the delegating worker, delegation duration, delegate, affected business processes, and delegation configuration.

View My Delegation Assignments -View all your delegation assignments, the delegating worker, dates, business processes, and delegation rules. Enables you to keep track of your delegation assignments. Required prompt: none Optional prompt: none

Additional Reads:
Proxy Access
Reassign Task

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.

Custom Report Type: Simple

Simple Reports

Simple Reports are the first type of Custom Reports. To Learn reporting, start here. This is a report if you want to extract data with one Business Object (BO), and with simple filters and sorting.

I am providing here with the screens as how to create a simple report.

Search for the Task Create Custom Report

Provide the Report Name, and Select the Report Type : Simple and importantly select the Data source.
Here we are taking a data source All Active and Terminated Workers from Worker Business Object.

Notice the details of Primary Business Object which gets derived from your Data Source.

Select the columns / fields that you want to see in the final output. Fields in Workday are called as CRF (Class Report Fields)

You can do the Sorting of your report data with any of your report fields (or) any of the fields which are not on Report but related to Worker BO. Sorting is Optional.

In Filter, you can set the criteria to set restrict the data with some conditions. In the below example, we have Age > 0 and Base Pay > 0. So this will restrict if there are any 0 or negative values.

This is how your Report definition shows when you complete your work.

You have 3 options - Run, Test, Done.
Run - Will return all report results
Test - Will return 10 random report results
Done - Its more or less same as Run. 

Here is the sample Report results: Notice multiple option on the right of the report - In order -

Tag, Download to Excel, Worksheets, Filter, Charts, Field Alignment, Toggle Full Screen.

Additional Reads:
Workday Custom Reports
Workday Standard Reports