Workday HCM - Training - Rev B
Workday HCM - Training - Rev B
SuccessFactors is planning to identify and close the employee experience gap with SuccessFactors HXM, a AI/ML powered
SAP 4.00% platform that will combine the O-Data, the operational data from SuccessFactors and X-Data, the experience data from
Qualtrics, SAP’s recent $8 billion acquisition.
Workday 33.40%
Workday has more than 2,800 customers and over 40 million users, more than 70% of which are live and in production,
ranging from mid-sized businesses to more than 35% of the Fortune 500 and half of the Fortune 50.
Microsoft 14.40%
As Microsoft has set its goal of reaching $20 billion in Cloud recurring revenues by end of its fiscal 2018, a combination of
organic growth and the acquisition of LinkedIn could give the vendor a leg up its competitors.
ADP 7.60% ADP Acquired Celergo for global payroll and Work Market for contingent labour management in 2018.
Oracle 4.30%
Oracle’s ERP and HCM applications reaches annualized SaaS revenues of $2.6 billion, up more than 25%. Oracle also acquired
Iridize for personalized and contextual user onboarding and training for cloud applications.
Workday, What’s all the fuzz
• Workday is a software vendor of cloud-based ERP that practices in HCM (human capital management) and
financial management applications.
• Workday provides a way to oversee time tracking, procurement, employee data, financial accounting, and
expense management at any time and anywhere.
• Workday has many modules in primarily addressing Workday Human Capital Management and Workday
Financial Management
• Workday HCM
• Workday HCM combines HR and Talent Management to one system-of-record. With the supervisor and
worker self-explanatory, embedded analytics, along with a personal experience unlike any another
business application.
• It is easy to learn because of no need for any prerequisites and If you come with any background like
People soft, e-business suite, SAP, etc. then forget about all those you know. None of them applies.
• Workday Financial Management
• Drag all your accounting, planning, consolidation, reporting, and analytics, projects, procurement, into
one financial management system. Financial management software from Workday provides you with
unique insight and a state-of-the-art foundation for transactional control and efficiency.
What is Workday Studio
• Workday Studio is an Integrated Eclipse-based environment that permits Workday clients and
third parties to create, convey, troubleshoot, and bolster their own particular complex mixes
running in the Workday Cloud. Not like Simple EIB Integrated system, the Workday Studio is not
constrained to one information source, one change and one goal. Rather, Workday Studio can be
utilized to make modern combinations that utilize a several reports and Workday Web Services
(WWS)
About this course
This course will help career progression in Workday HCM development. It shall start with
Navigation, Core Concepts, Business Objects and shall enable one to execute :
• HCM business process, perform administrative activities, setup of the core system functionality.
• Compensation configuration
• Configurable Security.
• Business process configurations.
• EIB’s (Volume Data Load).
• Report Writer.
• Simple Integration Developments.
Essential & Navigation
Concepts
• Supervisory organizations is the management hierarchy & basis of Workday
• Staffing models defines jobs & positions in the organizations.
• Job profiles group’s generic features & characteristics of a job and/or position.
• Compensation is an umbrella terms for compensation packages, grades, grade profiles, eligibility
criteria, rules & plans.
• Security enables an employee to perform specific tasks as per job requirements.
• Business process is flow of tasks to be performed in a specific sequence to accomplish a business
requirement.
During this course, reference will be Workday Factory Default Security configurations.
Business Objects
• Untraditionally WD uses a very powerful Object-Action model that drives navigation & reporting.
When you view a page in WD, most of the item are links and many of those has a related action
next to them. This makes WD’s reports & viewable pages actionable.
• WD stores data as an object, which is similar to database tables/excel spreadsheet. Objects
contains fields & instances. WD links related business objects together, e.g. Worker is connected to
Position & position is linked with Job profile & Job profile is associates with management level, etc.
Management Level
Job Classification
Position
Worker
Benefits Address
Navigation
• There are multiple ways in WD to perform the same task. Navigation is important and one should
familiarize with navigations tools, single & multi-select fields and standard screen icons.
Home Search
Standard Screen Icons
Standard Screen Icons
Standard Screen Icons
Standard Screen Icons
Standard Screen Icons
Inbox
Your Inbox includes notifications of tasks, approvals, due dates, and
other items sent to you as part of your organization’s business
processes. You can access your Inbox using your desktop/web
browser or mobile device.
UI Server:
Object Management
Entry point for end users
Server(OMS):
Flash/Flex based • Main processing engine
Wide Browser Support • Services UI and data requests
UIs will be automatically generated for
that come from the UI server
iPhone
and Integration Servers.
Mobile HTML
PDF export
Excel export Integration Server :
Workday only talks to the outside world via web services.
• Workday is heavily into SOAP (Simple Object Access
Persistent Store:
Protocol).
• All the workday application changes will be
• It translates SOAP into whatever else might be needed
captured in Database.
for integration, and also does reliable delivery.
• Workday uses GPLed MySQL/InnoDB.
• All that said, Workday sees integration among
• This is responsible for data replications and Data
various SaaS offerings as an area needing significant
backups.
future attention.
• It also provides transformation services according to the
data formats that it is integrating with.
BUSINESS OBJECTS, FIELDS &
Architecture
INSTANCES:
• Data Source: Data sources are
defined and delivered by Workday.
Workday delivers different data
sources for the key primary
business objects. Each data source
associated with a primary business
object has its own security.
• Business Object :Workday stores
your data as business objects –
organizations, workers, positions,
and so on- which can be thought of
as database tables or worksheets in
Excel.
• Fields & Instance: Instances of a
business object in Workday are like
rows in a table or spreadsheet. A
business object is composed of a
set of related fields, similar to how
a table or spreadsheet is composed
of a set of related columns.
Workday automatically links related
business objects together
Organizations
Organization in Workday:
• Workday support several organization types but primary organization structure for HCN is the supervisory
organization. We will focus on supervisory organization, which is the foundation of Workday HCM, further
look at other common organization types.
• Workers are grouped and tracked within supervisory organizations. Other organization structures can be put
into the system to represent multiple organizations views, but primary structure is the supervisory
organization.
• Additionally organization hierarchies will be defined and the purpose of the hierarchies explored. Once the
organization & organization hierarchies are created, these structures may change over time, hence
reorganization tasks allow you to restructure as per business needs.