General Questions to Understand Workday - II

General Questions to Understand Workday Product - II

Q) What is Workday?
Ans. Workday is an enterprise resource planning application (ERP). Workday offers modules like human resources, payroll, finance, and Student. It delivers these applications in a cloud model that allows people to work collaboratively in a real-time environment.

Q) What are the advantages of Workday?
Ans. Workday provides employees with more immediate access to data since transactions are real-time. Workday also offers greater flexibility. The reports that will be available to managers will give them more insight to their data, allowing them to make data-driven decisions.

Employees will be able to view or run their own reports on demand rather than having to request a report and waiting for the results of that request. Employees will be able to access and manage their own HR benefit elections, address changes, dependent changes, withholding exemptions, absence requests and time tracking entries, to name a few.

Q) Workday HCM ?
Ans. Workday Human Capital Management Workday Human Capital Management is the only application that unifies HR and Talent Management into a single system-of- record. And with embedded analytics, manager and employee self-service, and a user experience unlike any other enterprise application, Workday redefines what it means to manage a global, mobile, and diverse workforce.

Q) Key Features of Workday Human Capital Management?
• Talent Management
• Time Tracking
• Payroll Solutions
• Goal Management
• Performance Management
• Succession Planning
• Career and Development Planning
• Payroll Co-Sourcing Services
• Cloud Connect for Third-Party Payroll

Q) How much does Workday Human Capital Management cost?
Ans.  Pricing model: One-time Licence, Subscription

Q) Who are the typical users of Workday Human Capital Management?
Ans. Large Enterprises, Mid Size Business

Q) Does Workday Human Capital Management support mobile devices?
Ans. Workday Human Capital Management supports the following mobile devices:
   • iPhone
   • iPad

Q) Does Workday Human Capital Management offer an API?
Ans. No, Workday Human Capital Management does not have an API available.

Q) What is the goal of Workday?
Ans. A cloud based system that can be updated in real time. Workday aims to simplify the experiences of users.

Q) What are the major HCM Organizations?

• Supervisory: Hierarchy of reporting
• Company: The legal bindings of the company
• Custom: Customization by each company
• Cost: All companies and their costs
• Regions: Global and affected areas

Q) What are the three teams that usually be working on the Workday implementation?

• Business Team "We need this!"
• Functional Team "We can do this!"
• Tech Team "We can create this!"

Q) What is DA?
Ans. Delivery Assurance: A team of Workday consultants that guide the business in their implementation. This provides consistency and is a point of contact for clients

Q) What are the stages of Workday deployment?
Plan - Establish project management and administration with an agreed upon scope, create project goals, timeline, milestones, deliverable, resources and responsibilities

Architect - Customer and the Workday project team find a common understanding of customer needs. Design decisions are gathered in this stage.

Configure and Prototype - Data conversions for both configuration ad operational data are executed.

Test - Configured Workday system sufficiently meets the needs of the customers business. Each test effort has a different set of conditions and a different purpose.

Deploy- The "go live" stage. All test scripts have met their criteria and all configurations will be loaded into the "Gold Tenant"

Q) What are the different Staffing Models available in Workday?
Job Management

• Allows flexibility and speed when hiring
• No required number of jobs to be filled
• Position no longer exists when the worker leaves
• Does not maintain ongoing position history

 Position Management

• Provides Greatest control over hiring.
• Must be an approved and available position prior to an EE starting.
• More narrowly defined positions. Pay scale/Job Skill/ Experience level can be different for each

General Questions to Understand Workday - I

General Questions to Understand Workday Product - I

1. What are actions in the inbox?

Ans. Tasks the user must complete

2. What are archives in the inbox?

Ans. Tasks the user has completed in the past

3. Related Actions?

Ans. Able to easily navigate to related actions for any specified object

4. Workday Community?

Ans. An interactive space where customers, partners, and workday SME'S can collaborate, learn and share the best practices to enhance their workday user experience.

5. What is the name of the icon that allows you to view information (or) perform tasks on the landing page?

Ans. Worklet

6. Search allows you to use partial searches, abbreviations and misspelled words? (T/F)

Ans. Not misspelled words

7. What is the name and location of the icon you should select when you want to act on or make changes to an object?

Ans. Related Objects-Next to Objects [...] Represented by 3 dots.

8. Security and Business Processes are considered cross application and impact all of Workday?

Ans. True

9. What are objects?

Ans. Workday is object based, The data is stored in the form of objects. When you click on an object it brings up a related action icon

10. EIB

Ans. Enterprise Interface Builder: Used to receive data, transform data, and deliver data

11. Tenant

Ans. This is the application where exactly we work. This some times called as instance, or environment or application. Broadly there are Sandbox, Production, Implementation Tenants. Each tenant has a unique URL.

12. GMS

Ans. Global Modern Services Tenant, a training tenant, sample data that is pre-populated by Workday

13. Gold Tenant

Ans. The tenant being implemented

14. Sandbox

Ans. Production Copy(Weekly) for testing information

15. What are the 6 stages of tenant implementation?

• GMS
• Prototype
• Design
• Full Data Load
• Testing 
• Gold Tenant

16. What are the three types of tenants used by the customer?

Production: Final Tenant (live working in)

Sandbox: Copy of production tenant (can do testing)

Sandbox Preview: Copy of production tenant (cannot do testing)

17. What are the 2 ways to access tenant management in the Workday Customer Center?

Click "menu" drop down on the top left corner and select "tenant management'

Click "tenant management" title on right panel

18. Proxy

Ans. Viewing Workday through another users eyes

19. How do you start proxy?

Login to a tenant

Type in search bar "start proxy"

Select "start proxy"

Type a user name: example "Logan McNeil"

20. What is HCM ?

Ans. Human Capitol Management. HCM is used for adding, editing, maintaining CORE employee data, transfers and terminations

21. Personal Data Change

Ans. Personal Data Changes are made either by an Employee themselves or by the manager who has a certain security clearance

22. Examples of Personal Data

Change of birth date

Change of national ID

Change of personal information

Update licences 

Update visa information

23. What is the position of an employee?

Ans. The position of an employee is a "seat" in the organization and the key element that ties together the job information, location, organizational information

24. Remote Worker

Ans. Workers who are 100% off site.

25. Security Levels

Ans. Who can access what information

26. Related Action Icon

Ans. Three dots within a box. Next to an item where you can preform an action.

27. Which app is designed for managers?

Ans. My Team

28. How many max workers can be compared at one time using the Find Workers Report?

Ans. 5

29. What is the virtual drive where generated reports can be stored?

Ans. Drive

30. Which feature Displays action items and historical actions and business processes for a user

Ans. Inbox

31. Searching on which value will return the search prefix a user has access to see

Ans. "?" (Type Question mark on the search bar)

32. The search feature in workday returns all matching objects and actions a user has access to see

Ans. True

33. What is the home page feature called in Workday?

Ans. Home

34. Which in the list is not a search prefix: employee, bp, .org, worker?

Ans. Employee

35. What landing page is given to tech admin and implementers' ?

Ans. Workbench

36. The workday community is designed as a tool for workday development(T/F)?

Ans. False

37. Where can you go to find out more about courses and additional training offered by Workday Education?

Ans. Training Catalog

38. What is the best way to request that the development team make a new feature or enhancement a high priority?

Ans. Check out brainstorm and vote for features or enhancements that matter most to you

39. Workday landing pages containing applications with related reports and tasks?

Ans. Home & Workbench

40. The Find Workers Report allows you to compare up to 10 workers at a time(T/F)?

Ans. False

41. Where can all workers find and configure their own applications?

Ans. Home Landing Page

42. What is the name of the report that allows you to view workers by facet/criteria?

Ans. Find Worker

43. Where do you access the Inbox?

Ans. From the inbox icon next to the worker's profile

44. What is the search prefix to use when searching for BP?

Ans. bp:

45. How do you distinguish between an employee and a contingent worker in workday?

Ans. Contingent workers are notated with a [C] next to their name

46. You can choose which Self Service tasks to enable for your workers (T/F)?

Ans. True

47. Name at least four self service tasks available in workday?

Ans. request time off, edit personal information, edit payment or withholding elections, create an expense report, request a leave of absence, enter time, etc

48. A worker needs a workday account to be able to edit their Personal Information (T/F)?

Ans. True

49. Name three Self Service tasks a manager can do in Workday to support their teams?

Ans. Transfer, promote, change job, change business title, terminate, start performance review, etc

50. You cannot approve expense reports from your Inbox on a mobile device (T/F)?

Ans. False

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.

System Health Dashboard

System Health Dashboard

System Health Dashboard is one of the delivered dashboards which comprises of various metrics pertaining to your workday tenant that you logged in.

A dashboard is a collection of worklets, tasks and notifications.

This dashboard gives you a current picture like how may active users in the tenant, current running tasks, etc., Below are the different worklets that are made use on this page.

• Tenant Overview
• Active User Sessions
• Queue Length - UI
• Queue Length - Background
• Throughput UI
• Throughput -Background

You can create and maintain number of system snapshots in the current working tenant.

Also can view the Resource Scheduling for a day, Week , Month or for certain timeline.

Look out for the Background process trends by Type and Duration. Click on view more for varied timelines.

You can view the Background processes for the past 24 hours

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.