0000022248 00000 n However, some tips on how to login to your Workday tenant may include using your companys Workday URL, your companys Workday login credentials, or your companys Workday mobile app. A time entry method that enables you to create a time block and copy it to multiple days in a week. We recommend you have the discussion sooner rather than later and get all internal stakeholders to agree to the approach prior to go-live. An ability that is acquired through job experience. . The Workday Mobile App gives you the tools, insights, and answers you need to maintain workplace productivity - all in one convenient place. Using Workday EIB, you can transport information through SFTP, email, WebDav . Please check with your Workday integration partner to . When defining a report, fields that return objects related to the primary business object are said to contain related business objects. This allows you to define unique processes for each category. Create a Workday User Account. Criteria for building budget or forecast budgets. There are many types of deployment and production tenants, each intended for a specific use. If a worker works 20 hours a week and the business site's weekly hours are 40, then the worker's FTE is 50 percent. The compensation components that will be included in the calculation of base pay for the purposes of determining the compa-ratio and target penetration. Each Workday customer has their own secure tenant that only they can access. Can define eligibility rules, a frequency, and limits that differ from the time off plan. It includes view permission. An unscheduled payroll run, such as manual, on demand, or reversal. Type Workday in the search field and choose "Workday" from the search results. How can you get the maximum value from your Workday investments? Report prompts can also be "built in" to a data source. A run category can define rules for processing nonactive workers. It allows you to create one set of hiring restrictions that applies to all positions in the headcount group. Time off plans that track balances also specify the balance period (plan year), accruals that add to the plan balance, carryover limits, and other balance tracking rules. The resulting matrix is displayed as either a table or chart that users can drill through to see the associated details. Based on the event rules, Workday automatically searches for employees turning 65 and generates an enrollment event to record any benefit gains or losses. There can also be several user-defined types of contingent workers. An outbound EIB extracts data from a specific source, using FTPs to transfer data, while inbound EIBs export data directly. Each company in a tenant can have its own base currency. Matrix reports enable you to drill down to see underlying data. Reported time that is not worked. Workday has a different types of tenant accesses like Community Access, Implementation . 0000002690 00000 n A business process step that you must complete. When creating or copying simple report types, you can select the Temporary option when creating the report, resulting in automatic deletion of the report after 7 days. An aggregation security group is one whose members are other security groups. [._I`guq;QB].43m&>QPE3t/3gZI,)p9[dq6f]28ATfLM{hqq3J^>q/-\gPVN You are not paid from these compensation plans in every paycheck. The primary currency in which a company does business and reporting. There are total 7 types of TENANTS in Workday. Learn how the successful delivery of Workday enabled White Cap to effectively separate operations and become their own company and quickly incorporate future acquisitions. In-Depth Terminology. Canvas utilizes Roboto's monospace counterpart, Roboto Mono for specific use cases like tabular figures. Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface to include the applicable compensation in payroll. Workday identifies these transactions for you, so that you can manually enter the necessary adjustments. Production Tenant - Live data - directly will not work here - they will save as the URL as a sandbox. Those . For example, you can restrict the maximum age of dependents covered under a plan or the maximum and minimum coverage amounts. The collection of user-defined job family groups, which each contain job families, which each contain job families, available for use in hiring and other staffing transactions. Depending on your staffing model, a position may or may not necessarily have a worker specified. This model is particularly useful for organizations that prefer to define broad job requirements and rely on staffing workflows and approvals to control the number of workers in a supervisory organization. You can add additional custom worklets to these dashboards using the report writer. For example, you can define Medical, Dental, Vision, Group Term Life, Long Term Disability, and Short Term Disability benefit coverage types. Usually represents a legal entity, and is the primary entity for recorded business transactions and financial reports. Production environments are backed up automatically and frequently to help protect . 0000019600 00000 n (The business process can proceed to the next step.). Enterprise Interface Builder (EIB) Workday Studio. Define the required qualifications, experience, and skill levels of workers hired into a job or position (position management organizations only). Organizations can be defined for application uses like defining departmental hierarchies, project teams, etc. H\n0l/*3r?> 'Ej 9"o>+-!]`&/lif2Y*.s8hfoahNfhu>9]]8o9-eO.Sm A set of similar leave of absence types. HCM Glossary On the Community sign-in page, click Reset Password. A Compensation Element Group is a collection of compensation elements. For example, Base Pay, Car Allowance, and Commission can be mapped to any compensation plan, but not to merit plans. A characteristic of a job profile that categorizes the amount of time required for the job or position, such as full time or part time. Each domain is secured by a domain security policy. Standard reports are reports that come delivered with Workday. 0000011251 00000 n By choosing test automation over manual automation you: Significantly reduce time and costs associated with Workday deployments. 3.b Navigate to the Workday App and type "Hi" 3.c Click the "Check Permissions" button and allow Workday the requested Graph API permissions1 Persona: Workday Administrator Instructions: 3.d Navigate to the Workday App and type "Hi" 3.eClick the "Connect to Workday" buttonand enter yourtenant alias.Usethe same name as your Online or printed summary of an employee's gross-to-net earnings. Workday owns the apartment complex and Bowdoin rents a unit there. A named attribute that you can assign to events and objects to indicate their business purpose. Step 1 Login to the Workday Preview Tenant (link above). Users of Workday are given a secure login to access their data and applications from any internet-connected device. Workday automatically links related business objects together. Optional live or zero-dollar entries that are sent through the Automated Clearing House (ACH) to a financial institution to verify account and related information before sending or receiving actual direct deposits. Production: Final Tenant (live working in) Sandbox: Copy of production tenant (can do testing) . The payment election specifies the currency, pay types (such as check or direct deposit), and payment allocation amounts for each worker bank account. This calculation can be used to view employee compensation in Workday and in the bonus process to provide target pools and individual target amounts. This is a securable item in a business process security policy. Workday customer has their own secure tenants that only they can access. There are three types of Workday tenants: 1. The target populations for a plan (for example, employee, employee + spouse, or employee + children). Headcount plan reports help you understand whether organizations are hiring to plan, headcount is allocated correctly, and you have the right workforce to support your goals. In Workday, a debit memo is a customer invoice adjustment that increases the amount due. Workers in a pay group must share the same period schedule. 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. Your employees can make or change defined contribution elections at any time, and those changes are sent to payroll for the periods in which the elections are effective. . n0 endstream endobj 53 0 obj <>stream 0000006910 00000 n Workday tenant is a unique instance of the software with a separate set of data held by Workday in a logically separated database. A time block carries information about a portion of time, such as the number of hours worked or in/out times. Prerequisites for Creating a Connection. Click "Get" and "Install". >9Cs@fAY :p.6\Wp\Wp\Wp\Wp\W {&M7Aoy'd)XJd)XJd)Xw,K+%wy])RvJ+eW]){gcWo7o7lp.Wr]_Jn:|6|~6MqXe A worker with a status of Terminated or On Leave for payroll processing purposes. Spend and projected spend for the position can be tracked against the budget. sY %m endstream endobj 51 0 obj <> endobj 52 0 obj <>stream There are different landing pages and display formats (grid or wheel) to support different functions. An initiation step is the first step of a business process. Defined at the benefit group, enrollment event, and benefit type levels. Validation rules and supporting data for coordinated leaves and time offs can reference combined balances. *Remember that you can only proxy as someone outside of HR. Employee or Contingent Worker. Enable Functional Areas. Workday has a clear and concise interface and offers users the ability to see all of their information in one place. 0000006288 00000 n You can have different roles in relationship to different organizations. Increase your confidence in your deployment and any . Workday HCM Training & Certification Course Overview. For example, you can create benefit groups by defining eligibility rules that assign executive management staff to one group, salaried employees to a second group, and hourly employees to a third group. This is the name users see when entering a time off request. Custom reports are designed and built by customers using the Workday Report Writer. H\@>E-QoI7d1?Lfh%#LTY'V}9hnwKOCs;u};pIk\1I:? You specify a fixed number of positions to fill in the headcount group, and hiring can continue until all positions are filled. Its better you setup the Customers tenants for the customer with the customers domain or use their existing tenant (if they have one). This process includes creating and managing tenant accounts, configuring tenant settings, and managing tenant data. You can also track resource custodianship. 6. A Workday tenant is an instance of the Workday software, including data that exists independently of other tenants. Compensation elements do not need to be grouped, and groups are optional. For example, you can group all assets that are considered current assets to easily reference them. For example, you can make medical, dental, basic life, supplemental life, and visions plans available to new hires; by contrast, for the birth of a child, you might make only basic life, supplemental life, and medical coverage available to affected employees. For the most part this designation is informational only; you can search or filter employees by their employee type. Workday matches time clock events to form time blocks, which workers can edit and submit using the time entry calendar. Defines the accrual frequency for a time off plan, such as annual or monthly (unless the plan has a custom frequency), and the start and end date of each reporting period. A user-based security group has workers as members. A Report Writer report can be defined so that it prompts the user for filtering criteria when they run the report. The arrangement of compensation grades, grade profiles, plans, and packages you create to best fit your company's compensation needs. Used to segment your employee population for assignment of compensation plans: A rule that defines when employees become eligible for a merit or bonus plan. Usually intended for administrators that needs system wide access. 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. Workday is a multi-tenant SaaS application. Restrict the business sites where a position can be filled. Roll out compensation plans (allowance, bonus, commission, merit) to a target population of employees, or remove them. This ensures that the benefits process presents only the options for which each employee is eligible based on the event type. There are three types of Workday tenants: 1. Standard reports that were designed using the Report Writer can be copied to create a custom report and then modified according to your requirements. Financial Glossary You base the rule on a single value, such a hire date. A time entry method that copies time blocks from a worker's schedule or from a previous week onto the current week on the time entry calendar. It is informational only. Production Tenant - Live data - directly will not work here - they will save as the URL as a sandbox. The user-defined type of provider organizations for a health care plan, such as PPO, EPO, HMO, and DHMO.