How to change Logos or Colors in WorkdayTenant?

Ever wonder if there is any possibility that we can change the colors or logos of the tenant that you are working.

Yes it is possible with the task Configure Tenant Branding.

The primary reason to change the Color of your tenant would be to differentiate the tenants (Production, Sandbox, Implementation, etc,.) as you know all the tenants including Production resembles same with respect to look and feel.

You can change the tenant colors which in deed will change the colors of the applications on the home dashboard.Changing these colors will change the color of your title bars and profile menus too.  It's not possible to change individual application/worklet colors.

Task: Configure Tenant Branding


To Change Branding Color


View Branding Logo

Branding banner View

Small Branding Banner View

Small Branding Logo View

Integrations: What is WECI in Workday Integrations ?

WECI

WECI, Worker Effective Change Interface, to detect the effective change events of worker. 

The Worker Effective Change Interface is an outbound integration that sends a full effective stack of worker data to third party systems. In addition to the already delivered functionality of corrections, rescinds, indirect, future and retro transactions, there are additional data sections and enhancements customers need in order to fulfill their third party system requirements.

Additional data sections will reduce customer effort in mapping fields required for the downstream system. Adding attributes will increase the flexibility of the connector so that customers can tailor the data extracted to the third party system.

Because of the resource-intensive nature of a WECI event, it is not an appropriate solution for frequent runs or for near real-time integrations, and because WECI returns the full stack of transactions, frequent runs are not necessary. In general, WECI should not be run more than once per day per supervisory org.

Unlike PECI, WECI includes contingent workers in it's output. It will run for the entire active worker population or can be restricted by the "Restrict Results By Orgs" launch parameter. Note that only supervisory orgs can be entered in this launch parameter.

WECI is not designed for time periods of inordinate lengths. Although WECI does not restrict effective and entry date ranges to pre-defined limits, WECI time periods should typically not be longer than a month. Extended time periods of several months or years, will likely cause issues when attempting to process excessive future-or-historic data for which WECI was neither designed nor tested. Restrict time periods to common sense intervals required to feed downstream endpoints.

These are the use cases of WECI:

• Non Payroll Applications i.e. that require full effective stack changes like Data Warehouses, Data Hubs or Compensation Planning applications.
• For Payroll Applications, WECI could serve as a bolt on to PECI in case where PECI has a given limitation for a specific use case of an industry or client that WECI can address.

Common Issues: 

Issue: 

Fields marked as "Include in Output" are not coming through in the output file, even when changed.

Resolution:

Ensure that in the parent section the desired output sections are checked "Include in Output". Selecting child elements does not automatically select the parent element to include in output.

Issue:

The following unexpected error has occurred: Multiple Worker Effective Change Interface - Summary DIS documents found! Should only be one!

Resolution:

Do not orchestrate multiple WECI integrations off of a single BP.

Issue:

A completed hire event is reported and a subsequent effective change updates a value required by the downstream system, such as National ID.

Resolution: 

CCW would only report a single transaction with all the values for transactions subsequent to the hire, so an updated National ID would be automatically included in the HIRE transaction. However with WECI, each transaction is reported independently, therefore there will be separate HIRE and DTA transactions for the HIRE event and subsequent change to National ID. The post-processing transform will need to detect the HIRE event and inspect the following effective changes for values that need to be included on the HIRE event transmitted to the payroll vendor

Issue:

Multiple contact data changes are not consolidated by WECI.

Resolution:

For example suppose there are two contact data changes in an effective date range on different effective dates. On the first date the employee changes their home address, and on the second effective date, their email address changes. The payroll vendor only supports a single row for changes to contact information. In this case all changes containing data for the single row required by the vendor need to be detected during the transform and consolidated in a single row before being transmitted to the vendor.

Interview Questions and Concepts - Business Processes

Business Processes

Business Process
Workday-delivered processes. You cannot create new business processes, but you can configure them to meet your workflow requirements

The definition of tasks that need to be done for an event to occur, the order in which they must be completed, and who must do them.

Helps define and implement business processes to suit the way your company works. You choose the tasks that compose a business process and what order they must be completed

• What steps need to be taken
• When does this action happen
• Who initiates the process

Business Process Components
created using a combination of actions, approvals, approval chains, to dos, and checklists

Action
Can be a single task, or it can be a sub-process that triggers a list of multiple tasks

Approval
An approval of a task or event

To do
A reminder to complete a task, either within Workday or outside the system

Condition rules
Control whether a step will be activated

BP configuration options
Workday delivers pre-configured default business process definitions. Although you cannot create your own business process, you can edit existing processes and control access through configurable security. We can also copy a definition, and modify it to meet the needs of a particular organization, if needed

The Business Process Configuration Options report details all available actions for a business process and which approval actions and sub-processes are allowed. Details the save options, restrictions, prerequisites, and more

Business Process Type
Workday delivered events of a specific business process type can be automated using workflow (hire, terminate, expense report)

BP Instance
A business process that the initiator has started

Event
A transaction for a worker when a BP is invoked (hiring someone)

Business Process Configuration Options Report
A report that can be run for any business or for any sub process, and it will return all business processes in which the sub process can be used.

Condition Rules
"If" statements for a process, if this condition is met, then this step is met.

Advanced Routing
Excludes users from workflow routing
Identify alternate routing for those users excluded from transaction

Step Delays
Post pone a task from appearing in the inbox until a specified time frame has been met and will halt entire process depending on delay completion

Business Process Custom Notifications
A message about a business process event that is sent to recipients or security groups.

Approval Chain
Sequence of approvals that starts with an individual and then goes up the hierarchy of the security group

Consolidated Approval
Allows you to combine multiple steps into one approval task

BP Effective Dates
When you edit a business process it has an effective date, and you can view the definition as of a date. By default, the definition of a BP will use is dependent upon when the parent process was initiated

Business Process Templates
Configure help text and instructional text on:
- Component tasks of a guide editor (on-boarding)
- Tasks that are available for manager self-service (change job)

The Manage Business Process for Worker Task
Task that ensures business process inbox tasks are managed for workers who are terminating or transferring

"Find Events" Report
Report that shows events by business process and allows for filtering with facets

Delegation
Temporarily reassigns your tasks to another user, enabling that user to perform individual actions on your behalf.
- Note* Delegation does NOT work while using the Proxy features, you MUST log in as the user

"Rescind" Business Process vs "Cancel" Business Process
Rescind
- Use when process is in a status of "Successfully Complete"
- Can be done by security groups with appropriate permission
Cancel
- Use when process is in status of "In Progress"
- Can be done by security groups with appropriate permission as well as worker who initiated the process

"Correct" a Business Process
To change information entered during the business process. A correction can be done while the business process is still "In Progress" or after it is "Successfully Completed"

"IF" Condition Rule
If this is true (complete step)...if this is not true (skip step)

Business Process Event
Transaction that occurs within the organization such as hiring or terminator of an employee

Business Process Definition
A task to be completed, assigns who needs to complete or approve

Business Process Components
Action, approval, approval chain, to-do checklist, multiple events

Business Process Framework
Based upon security group, who can start the process, preform steps within, and approve, correct, cancel or reassign the task

How do you find a business process definition within Workday?
Search bp:

What are notifications?
Notifications are to set when an action needs attention from a security group
Can be sent in Workday or to an email address

All business processes are only considered successfully complete when all steps in the process are executed
False

What is the name of the report that provides parameters for configuring a business process?
Business Process Configuration Options

Report that will return BP that are used as sub-processes
Business Process Configurations Options

Navigation required to set a step as the completion step of a BP
On related action of a step > BP > Set as Completion

A sequence of approvals that starts with an individual the goes to that persons manager and on up he management chain until it gets to the top or until some exit condition is met
Approval Chain

If you want to do a sub process what step type will you use?
Action

A business process definition will NOT be inherited if the subordinate organization has its own version of the process(T/F)
True

You can edit a BP def with an effective date in the past(T/F)
False

Ability to configure individual workflow steps so that selected individuals are excluded from the workflow touting based on their involvement in the BP
Routing Restrictions

Navigation required to add a new custom notification to a business process
Navigate to business process name's related action > business process > add notification

To be able to select the related action icon for BP steps what mode does the business process definition need to be in?
View Mode

Consolidated approvals allows a user to approve or deny several previous steps as a SINGLE action (T/F)
True

Test the workday custom report !!

Its always suggested to test your report results before you do a full run. The reason for this is your full run may fetch you the results which are not desired by you, this takes a considerable amount of time if you have more data. By clicking on test, this helps you to ensure Workday displays the data correctly based on your criteria or report filters.

When you test a report, Workday displays the first 10 results. When the report includes a:

• Filter, Workday applies the filter to all instances of the primary business object and displays the first 10 results.
• Subfilter, Workday applies the subfilter to the 10 filtered instances and displays the results.

Integrations - Sequence Generator

Sequence Generator

While producing an output file for your vendor or third party system, you don't want to send same file name all the time. Sequence Generator is used to generate a unique, sequenced number each time you run and produce an output file.

For Example your file name looks like - WorkdayDemog.csv and your vendor needs this file every day two times, then with the same file name it will add to more confusion to identify.

If we make using Sequence Generator to the above example you can generate the file name say WorkdayDemog0109112019124039.csv

This represents:

              WorkdayDemog is the file name,               01 is the sequence ,               09112019 is the date,              124039 being the time HHMMSS

The Sequence generator can be used in EIB , Core Connectors or Studio integrations.

If a process generates multiple requests for the next sequence number very close together:

·        Workday attempts to generate the sequence numbers.

·        Workday can generate skipped, nonconsecutive numbers.

Tasks you can use to create, edit and view sequence generators for EIB :

Create ID Definition / Sequence Generator (Also see View and Edit)

Integration System > Configure Integration Sequence Generators 

Below are the detailing of the field while 

Last Number Used- Manually sets the last sequence number. This option is useful if you previously used a different ID generator and you want to continue from where the ID ended. When you set the number, the initial sequence number will be your number plus the Increment by value.

Last Date Used- Specify this date, plus an interval for Restart Every to determine whether the date is before or after the last restart interval. Then Workday sets the sequence number based on the date.

Increment by- Specify the value to increment sequence numbers by.

Restart Every -Specify how often Workday resets the sequence numbers.

Restart Based on Time Zone- The standard time zone is Pacific Standard Time/Pacific Daylight Time (PST/PDT). To use a different time zone for the file generation date and time used in the Format/Syntax field, select the time zone from the prompt.

This value doesn't affect when the event actually occurs. Use this prompt only to localize the date for display purposes.

Restart at Number- Specify the number Workday uses when restarting sequence numbers. To use this field, you set the Restart Every value.

Padding with '0'- To pad sequence numbers, specify the number of zeros that Workday uses to pad each sequence number.

Format/Syntax- Define the filename format by entering:

o A string constant.

o A pattern for the date and time.

o A sequence number pattern.

o The file extension.

Workday can dynamically generate only date values and a sequence number for use in the filename. Any other values are static; they're identical for all files generated by the integration. Hold your cursor over this field to see the full list of valid sequence generator and date/time patterns.