Bulk Approvals Option in Workday ?
Under the actions tab of your inbox, there is a drop-down icon on the top right which gives you the option to "Bulk Approve" items in your inbox, refresh your inbox or begin delegations. When you select this option, a "Bulk Approve" screen opens up with approval items from your inbox. You can select the "Select All" checkbox, or you can select individual items to approve in bulk.
What are worklets in workday ?
A worklet is a report that can be displayed as a tile on a workday landing page. They provide users quick access to frequently referenced data and tasks common to a specific functional area. Worklets can identified as required or optional based on the user's security groups(s). Required worklets cannot be removed or rearranged from the page, while optional worklets can be added or removed by the user.
Security determines which worklets are available. For example , the personal information worklet is available to "Employee-as-Self", in which every employees is a member, while the "My Team" worklet is only available to managers.
Core Concepts in Workday ?
-Supervisory Organizations: The foundation of workday HCM, this type of organization groups workers into a management hierarchy.
-Staffing Models: Defines how jobs and positions are created and filled in a supervisory organization.
-Job Profiles: Defines generic features and characteristcs of a job and of a position that is built off that profile.
-Compensation: The umbrella term for compensation packages, grades, grades profiles and plans.
-Security: A security group is a collection of users or a collection of objects that are related to users. Allowing a security group access to a securable itemn in a security policy grants access to the users associated with the security group.
-Business Processes: A sequence of one or more tasks that accomplishes a desired business objective.
Business Objects in Workday ?
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. Just as a database table or worksheet has columns and rows, a Workday business object has fields and instances.
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.
Instances of a business object in Workday are like rows in a table or spreadsheet, with each instance representing a unique occurrence of that type of object such as an organization or worker.
A business object can have no instances, one instance, or many instances.
Workday automatically links related business objects together. For example, purchase order lines are linked to a purchase order header, the purchase order header is linked to a supplier, the supplier is linked to a company, and so on.
Business Object Details can be found out by searching bo: business object name and then navigating to the same.
Business object details can be seen with the help of workday delivered standard report i.e. Business Object Details Report which takes business object name as input.
There will be 4 tabs on the Business Objects Details page:
a) Fields---List of all fields which are part of a business object will be shown.
b) Related Business Objects--- List of all business objects which are directly or indirectly related to a business object will be shown.
c) Data Sources – List of data sources of which the business object will be a part will be shown.
d) Reports – List of reports which uses the current business object will be shown.
The Power of Objects: When you see something in Workday, you can perform an action on it.
Staffing Models in Workday ?
Workday supports 2 types of staffing models. These staffing models provide a different level of control over staffing and support different staffing goals.
They are :
-Position management
-Job management
1) Position management
Position management provides the greatest control over hiring, as it allows you to define separate hiring rules and restrictions for each position. They group workers into a management hierarchy.
Key Features:
-You must specify the number of positions to fill.
-An open, approved position is required before you can hire, promote, transfer, or demote workers.
-Each position you create can have its own definition and hiring restrictions
2) Job management
Job management provides the least control over the definition of individual positions. The hiring restrictions you define apply to all jobs in the supervisory organization, and you can define only one set of hiring restrictions per organization. In addition, you aren't required to set specific limits on the number of jobs that can be filled. For this reason, job management is useful for organizations that prefer to define broad job requirements. These organizations rely on staffing workflow and approvals to control the number of workers in a supervisory organization.
Key Features
-Hiring isn't limited to a predefined number of openings.
-You do not have to create a separate, open position for each job you want to fill.
-Any hiring restrictions you define apply equally to all jobs in the organization
Hiring Restrictions
Hiring restrictions define the rules and conditions for holding a job in a position or job management organization and enable you to:
-Limit staffing to specific job families and job profiles.
-Restrict the locations where a job or position can be filled.
-Define the required qualifications, experience, and skill levels of workers hired into a job or position (position management organizations only).
-Limit staffing for a job or position to a specific worker type (employees or contingent workers).
-Limit staffing for a job or position to a specific time type (full or part-time workers).
Job Profiles:
In Workday, positions and jobs use job profiles as their foundation. Job Profile enables you to describe general charactersistics of a position and idenfity special skills,training or other qualifications. A Job profile can be assigned to multiple positions.
Task Name : Create Job Profile
Multiple job profiles can be grouped into Job Family and Multiple Job Families can be grouped into Job Family Group.
Navigations:
-Create Position:
Sup Org Related Actions > Staffing > Create Position
or you can directly access it using task ‘Create Position’ and give your sup org name where you want to create position
-Set Hiring Restrictions for Job Based Sup Org:
Sup Org Related Actions > Organization > Set Hiring Restrictions
Organization Hierarchies in Workday?
Used for reporting to reflect different organizational roll ups.
Organization hierarchies do not store positions, workers or transactions, but only organizations of the same type. Therefore a cost center hierarchies store cost centers, company hierarchies store companies and regional hierarchies store regions. Organization group positions, workers & Transactions. Positions and workers are assigned to a Supervisory Organizations, cost center, regions , companies and locations.
Other Organizational Types & Hierarchies in Workday ?
Company:
Companies are primary organization type used by Workday financials.
Represents a legal entity.
Equates to a single tax ID with in the enterprise.
Most of the delivered financial reports are run in the context of a company. E.g. Balance sheets & Income Statement.
Task Name to create company : Create Company
Cost Centers :
An organization used for financial reporting, such as a financial departments, to track revenue & expenses.
Task Name : Create Cost Center
Membership :
Workers can reside in number of organization types. They must be hired into a supervisory organization, but can also be part of a Cost Center, Company, Region and custom organization.
Matrix Organization :
Allows to create and manage dotted-line relationships between workers and managers
E.g.. A marketing worker and engineer reporting to a marketing manager and Development Manager , respectively , can be assigned to a group that reports to a product manager.
Reorganization in Workday ?
-When creating a Supervisory organization or making a change to the overall structure of the supervisory organizational hierarchy , a reorganization events need to be created.
-All activities relating to an organization including the initial creation task are part of an organization’s history & must have a reorganization name to be tracked in the system.
Organization Roles in Workday ?
Organization Roles
-Drives security tasks, access to employees & involved in business processes.
-Resides in each organization.
-Used in business process to assign tasks.
-Can be inherited from superior organization, Specifically assigned to a organization or roles can be defaulted as well.
Location's in Workday
A location represents:
A work location that will include the physical address and additional details such as email & phone number(s).
Location can be created as either a Business site or as a Business asset.
Business site location used to account for physical location of workers and associated with supervisory organization.
Business Asset location is linked to finance.
Time profile – defines the standard number of hours in that location each week.
Locale – Controls the format for dates, times and currency.
Organization’s Visibility in Workday
An organization’s visibility determines who can view the organization
Everyone - Public and visible by everyone
Members only - Visible by organizational owner , supporting worker , or workers assigned as organizational members only
Administrators Only - Visible by organizational owner or worker with an Organizational role for the organization
Administrators Only - All Organizations - Visible by organizational owner or worker with an Organizational role for the organization. Workers with organizational role, access is treated as ‘Current organization and All Subordinates’
How many types of EIB integrations in workday Basically there are 2 types of EIB integrations in workday, they are: 1. INBOUND Integration 2...
