Business Process: Rescind vs Cancel

Rescind vs Cancel

Its very important to understand the difference between Rescind and Cancel with in Business Processes. At times you get confused as why you are not seeing Rescind option or Cancel option during or after completing the BP.

Rescind is like rolling back your BP.
- You will happen to see this 'Rescind' only when the process is in a status of "Successfully Completed"
- It completely reverses all changes made to Workday data.
- Can only be done by security groups with appropriate permission (Role: Business Process Administrator)

Cancel is like aborting the BP in the middle.
- You will happen to see this 'Cancel' only when the process is in status of "In Progress"
- It completely reverses all changes made to Workday data.
- Can be done by security groups with appropriate permission as well as worker who initiated the process.

Business Process: BP Step Types

Business Process Step Types

For better understanding on Business Process Step types, below shows the categorization of the same. 

User Input                     : Needs an input from the user (You see these typically in the inbox as tasks )

Approval                       : Needs approval from a specific security group (Manager, HR Partner, etc.)

Background Processing: These step types does not need any user intervention. Taken care by Workday.

Reporting: Manage and Create - Custom Reports

Manage and Create - Custom Reports

Workday delivers the below list of reports to help you create and manage custom reports. 

All Custom Reports
All Calculated Fields
Business Objects by Category
Business Object Details
Calculated Fields Defined
Custom Reports for Person
My Custom Reports with "Don’t Use" Items
Report Fields
Report Run History
View Business Form Layout
View Delivered Business Form Layout
View Indexed Fields for Data Source
Workday Data Dictionary
Workday Standard Reports

Security for custom reports : 

Manage: All Custom Reports  - View, Edit and Delete custom report

Data Translation - Translate custom report

Custom Report Administration - Transfer ownership of custom report

To provide users with view-only access to custom reports, use the Manage: All Custom Reports domain in the System functional area for permissions.

Integrations: When to use EIB vs Core Connector

The big advantage with Core Connectors is the Change Detection. Which helps in generating the outbound files with the change data / delta data.

Most of the times, the requirement will be to generate the full file for the first time run and later on the change file.

Example: 

Worker demographics data - on Jan 1st 2020. - Send Full File as it is the first time for the vendor. Then here on 1st of every month send the change file. i.e. difference in data from Jan 1st to Feb 1st. It could include new hires, terminations and any other requested data changes for the said duration. It goes on every month. - Best accomplished with Core Connectors.

Through EIB also you could achieve the change detection, however it is not as simple as selecting the parameters during the launch.

Lets say, if the requirement is to send full file as output every time, we use EIB as the integration system.

Integrations: How to you identify which integration to choose when you get a requirement

What is the approach?

Here is what I think you should consider while choosing the integration system. It hold good for both inbound and outbound.

When you get the requirement, first see if there are any Packaged Connectors (Delivered) for the third party directly with a little tweaks can help achieve the need.

Then if you were not able to find any delivered packaged connectors, try to see if there are any Core Connectors which are template based can help achieve the need of integration.

If you do not find one from above, check if you can do it with a custom report and through Enterprise Interface Builder.

And if any of the above does not show way for your integration needs, then you look out for Workday Studio. This is the final place where you achieve any complex integrations.

Summary:

Packaged connectors              - Delivered by Workday to connect with third party [End-to-End]
Core Connectors                     - Template based.
Enterprise Interface Builder - Custom Report or Web Service
Workday Studio                      - Multiple output files, Read from different sources , Exceptions,                                                                                                   Inbound & Outbound in same integration.