Workday Training
Workday Training
Cloud
No relational database
Workday
Architecture
Tenants (SB, Preview, PROD
and GMS)
Workday Community
Workday HCM
Workday Integrations
WORKDAY HCM
• Supervisory Organizations: The foundation of
Workday HCM. This type of organization groups
workers into a management hierarchy
Staffing: Who
we want in the
Supervisory Organization
Organization
Roles: Who can
support the
Organization
• Assignable roles are assigned to Positions not to the worker directly
• Manager is an important role (Security group)
• You can have multiple Managers for a Sup org
• Manager never sits in the Org that they support, but in the superior
org one level above
• The only exception is the top level org (C.E.O)
Supervisory Organization
Staffing Models
Security
Tasks
Approvals
Workflow
Business What, When and Who
Process
Hire BP
• Who Initiates – HR Partner
• On boarding – Employee
• Propose comp – Comp Partner
• Background check – HR Admin
ORGANIZATIONS
Organizations
• HR • Hierarchy
Organizations • Supervisory • Company
• Matrix Hierarchy
• Retiree • Cost Center
• Costing Hierarchy
• Company • Location
Hierarchy
• Cost center
• Region
• Location
Hierarchy
• Region • Custom
• Pay • Union etc
• Pay Group
Location
Physical Location
Business Site
Workspace
Campus
Heart of Financial System
Company
Statutory reporting (Inc,
Ltd, Corp Loc etc)
Re-
Organization
Creating Sub-ordinate
Supervisory organization
Divide Supervisory
organization
Assign
Organizations
Change
Organization
Assignments
Create a Location (Boston)
Matrix Organization
Business Objects
Business Objects
• Create Position
• Edit Position
• Edit Position Restrictions
• Job Requisitions
Job Profile
& Positions
Job Family
and Group
Position Level
Edit Position
Restrictions Vs Edit
Position
Hiring Restrictions
Revision – Position Restrictions
Staffing Models
Revision – Staffing Models
Hiring Restrictions
Revision – Position
Hiring Restrictions
Revision – Position Restrictions
Position
Revision – Position Restrictions
COMPENSATION
Compensation
Compensation Components
Compensation Rules
Compensation Plans
Compensation Package
Create Compensation
Elements (Maintain
Compensation Elements)
Create Compensation
Packages
Compensation
Create Eligibility Rules
Assign Compensation
components to eligibility
rules
Types: Amount, Percent and
Unit based
One-time Payments
(employee referral,
retention bonus etc)
Compensation
Package
Compensation
Events
Request Request Compensation Change
Hiring
Scheduled Weekly
Location
Hours
Compensation **
Package, Plan and MaintainWorker
Grade Documents
HIRE EMPLOYEE
Re-Hire
CONTRACT
CONTINGENT WORKER
Create Create a Pre-Hire
Domain Security
Security Policy
Business process
Security Policy
Domain Security Policy
Business process Security Policy
Whether
Who can be added Whether the
comments are
as an ad-hoc process can be
hidden from the
approver delegated
worker
Business process Security Policy
STEPS FOR CONFIGURING SECURITY
Activity
• Create a Role Based Security Group
• Create a User Based Security Group
• Create a Document Security Segment
• Create a Segment Based Security for
Documents
• Assign Roles to the Employee
• Assign User Based Security Group to the
Employee
Create Create a Role Based Security Group
Activity
5 Create Create a Segment Based Security for Documents
Process
Services: Delivery, Retrieval, Create
Framework WD Account etc..
Integration
Report
Business Process Framework
• Entry Conditions
• Notifications
Business Process Configurations Options
Configurable BP - Hire
Allowed Sub-Processes in Hire
Consolidated Approval
Copy the Hire
Add steps as per your
business process onto
requirement
your Supervisory Org
Staffing Movement
Termination
Change Job
Workday Profile
Objects
Revision Related Actions
Search (Partial Search) and
categories
Worklets
A work location that will include the physical address as
well as additional details such as email and phone
number(s).
Managers All managers will be seen in the assigned role of Manager for
the supervisory organization.
You can select one Manager as the ‘Main’ manager for reporting
fields and integrations using the ‘Single Assignment Manager’
section under assigned roles.
Revision – ReOrg
Revision – Organizations
Revision – Organizations
Revision – Hierarchies
Revision – Hierarchies
Supervisory Organization
Staffing Model
Core
Concepts Compensation
Security
Job Classification,
Management Job Family:
e.g. EEO
Level categorization
Professional
Job
Job Code Job Exempt or
Profiles (required)
Job Title Default
Non-exempt
Job Category
Work Shift
(direct or indirect Pay Rate Type
Required
labor)
Metrics (Difficult
Compensation
to fill or critical
Grade and Rules
job)
Revision – Job Family and Group
Revision – Position
Revision – Position Restrictions
Revision – Position Restrictions
Revision – Position Restrictions
Revision – Compensation
Compensation Components
Compensation Rules
Compensation Plans
Compensation Package
• Propose Compensation (Hire)
Revision – • Propose Compensation Change
Compensation (Change Job)
• Request Compensation Change
Events • Request Grade Change
Revision – Pre-Hires and Hiring
Revision – Configurable Security
Security Group: groups of users who need to
perform actions or access data
Revision –
Domain Security Policies: dictate which security
Configurable group can view or modify data within the domains
Types of
Reporting Reports
Standard Report
Custom Report
Data Source
Reporting
Copy Standard
Reports report to custom
report
Contextual
reporting
Configurable Reports
Custom Objects
• Up to 40 custom objects per Business
object
• Custom Object Management Security
Domain
• Create Custom field type
Custom fields • Create Custom field list
• Custom Object Validation
Object Related
Text Related
Date Related
Fields
Evaluate Expression
Arithmetic Calculation
Attachment (Inbound)
Transform
Data Custom Report
Transformation
Custom XSLT
Transport Protocol:
Workday also provides Workday Web Service
a number of different API (Inbound)
transport protocols:
Transport
Protocol (S)FTP(s) HTTP(s)
Email AS2
Transport Protocol
Attachment – 30MB
File Size SFTP – 300MB
External IDs
• Template
– Keep the template in its original XML
SPREADSHEET 2003 format. Do not
save a template to any other format.
– Only add data values to the generated
spreadsheet. Do not make formatting
Spreadsheet changes, introduce hard breaks or
returns, rearrange rows or columns, or
Guidelines add new rows and columns. Doing so
may cause the upload to fail.
• Required Data
• Data Types
• Lookup Columns – Reference IDs
• ID Columns – Some are Auto-Generated if
left blank
Launch Parameter
Integration
Security
Outbound EIB
• Custom Report
Source • Web service
• None
Transformation • Custom Report Transformation
• Custom Transformation (XSLT)
• SFTP
Delivery • Email
Custom Report – New Hires in Date
Range
Test Hire
Prefix
Columns Suffix
Padding
Header
Pipe Delimited
Grid View
Outbound EIB with WWS
Workday
Web
Workday Public Web services (Soap)
services
• Request References: Specify the instances (e.g.
individual workers) to be returned
• Request Criteria: Set object-type specific
parameters that limit the scope of data (e.g.
workers’ supervisory organization or location)
• Response Filter: Filter the results by entry
date/time, effective date, and/or number of
records
• Response Group: Limit the result set to certain
types of data (e.g. compensation)
Custom Transformation - XSLT
SFTP
Sequence Generator
Notifications
End-to-End Connectors
Core Connectors
Services
Packaged Attributes
Integrations
Maps
Transaction Log
Change Detection