Core HCM FAQ's

Core HCM FAQ's

How can a Business Process which is In Progress be terminated?

By Deny

Who is responsible for rescind the BP If required?

Business Process Administrator

In BP, as a default which step will complete?

Last Step

Can there be another step after completion?

Yes

Why do you get an unassigned task?

If Role is not assigned to any employee to perform the task

Who is responsible for to Cancel the BP If required?

Initiator

Report that will return all Business Processes which the sub-processes can be used?

Business Process Configurations Options

Business Process will not inherited if the subordinate organization has its own version of process?

True

For you to see related action for step such as Maintain Routing restrictions, Maintain Condition Rules etc. what mode you should be in Business Process Definition?

View Mode

If you want to add a sub-process, what step type will you use?

Action

You can rescind in-process business process event.

False

How to add custom notification?

Navigate to Business Process Name’s Related Action >> Business Process >> Add  Notifications

Consolidated Approval allows user to approve or deny several previous steps as a SINGLE action?

True

How to set a step for Completion?

On Related Action of step >> Business Process >> Set as Complete.

It is a sequence of approvals that starts with an individual, then goes to the person’s Manager,   and on up the Management chain until it gets to the top or until some exit condition is met.

Approval Chain

Where can we define notification for a transaction?

Business Process

How can you disable system notifications?

Go to Notification tab >> Maintain system notifications

How can you add additional approvers to an event while the business process is 'In Progress?

Using 'Additional Approvers button' in the Business Process tool bar, work feed and Inbox.

How to make a step as optional?

Select the Optional check box in Business Process Definition

What task can be selected to configure notifications that will inform workers or their managers about pending, due or overdue business process tasks?

Business Process step >> Business Process >> Maintain Step Delay

How can an employee change language?

My Account >> Change Preferences

At what position you can’t change the staffing model?                           

Create Position-Position Management

Set Hiring Restriction-Job Management

What criteria are used for hiring restrictions?

Worker Type, Time Type, Job Profile, Job Family or No job Restriction

What tasks would you use to edit position restrictions and worker position information?

Edit position Restrictions and Edit Position 

Worker has two types of records in workday system, what are they?

Applicant  

Employee (or ) Contingent

How can you remove a position in Workday?

Close a Position 

Freeze a position

What is the relationship between Job profile and Position?

1: M

Which Staffing model applies hiring restriction to the entire Supervisory Organization? Explain with steps involved there.

Staffing Model is Job Management.

                 

If we have to set Hiring restrictions to the Supervisory Organization then the following steps to be performed.

Select Related Action of your Supervisory Organization for which hiring restrictions need to be set >> Organization >> Set Hiring Restrictions

In Position Management, a position still exists in the old Organization when a worker together with his/her current position has been moved into a new Organization.

False

Changing the staffing model of a parent organization does not automatically change the staffing model of existing subordinate organizations; you must change the staffing model of the subordinate organization manually.

True

Which Staffing Model is useful for Organizations which prefers very broad requirements?

Job Management

Headcount Group can be closed even if there are still filled positions

False

Once a position or headcount group has been created, the Edit Staffing model is no longer available.

True

Headcount group can be increased or decreased?

True

Do you need to create a Position If need to hire an employee in to an organization where the staffing model is enabled as “Job Management”? Explain.

If the Staffing model is enabled as “ Job Management” then not required to create Position because  we give hiring restrictions to the Organization level not to the individual position level.

How to Edit the Staffing model for a Supervisory Organization?

           If I have to edit staffing model then the Navigation path would be:               

Your Supervisory Org >> Related Action >> Organization >> Edit Staffing Model

Or We can edit the staffing model using ‘Maintain Staffing Model’ task.

If you turn on the no Job Restriction check box, a hiring restriction is not required  

True

What are the two staffing models?

Position Management

Job Management

Which report is used to maintain Staffing Model for multiple Supervisory Organizations at a time?

Maintain Staffing Models

How can you identify which Staffing model has been assigned to your supervisory Organization?

Your Supervisory Org >> Related Action >> Organization >> Edit Staffing Model (If positions have not been created yet). OR In the Staffing tab

Which fields allows localization in Job Profile?               

Pay Rate Type

Certifications

Workers Compensation Code

Job Exempt

How can you freeze multiple positions at a time?

Supervisory Organization >> Staffing >> Manage Position Hiring Freeze.

   

How can you freeze all positions in an Supervisory Organization?

Supervisory Organization >> Staffing >> Manager Organization Hiring Freeze.

      

Workday application data is accessible only through configurable security structure that is enforced through:

Workday Object Management System (OMS)

Workday defaults organizations roles from superior organization

True

Workday system gives users multiple ways to initiate the same task or view the same information.

True

Applicant status applies to a position , not applicant

True

Can applicants be deleted? What is the task?

Yes. Task: Mark applicants for Deletion.

Can we do mass rescind for a BP?

Yes

While hiring you can use an existing applicant or add a new applicant.

True

What are the 2 ways to convert a contingent worker to employee status?

End the contract and then hire them as an employee

Use the convert to employee task

What is the process that supports promotions, demotions, transfers, lateral moves as well as changes to position data and location?

Change Job Process.

You cannot reorder or remove sections on the business process template.

True

In which Job change reason the manager or organization cannot be edited

Lateral Move\Data Change

What is the task used by ‘Manager’ pull an employee into their organization? Hint: This initiation action will be allowed when the security group initiating the action does not have direct access to the worker.

Request transfer.

Is ‘Termination’ configurable event?

Yes.

Termination is complete in the system at midnight on the day after the termination

True

When is the action “Reassign task “available?

When the task is in progress

When is the action “Request Reassignment “available?

When the task is in progress

When is the action “Reassign a delegation change “available?

When the task is in progress

When is the action “Correct “available?

When the task is in progress and successfully completed.

When is the action “Rescind “available?

When the task is successfully completed

Is Mass Cancel for 'To Do' Possible?

Yes

The Workday report writer gives you the option of creating custom reports to meet your business requirements

True

Simple reports  can be shared

False

Advanced reports can be shared

True

What are the different custom report types?

All of the above

Who can make the changes in the report or share the report with other users?

Report Owner

Who are allowed to transfer the report from one user to another user?

Report Owner and Set up Administrator

What are the steps to create a report?

Choose Report type and Data Source

Select Objects and Fields

Order Columns

Sort Output

Define Filter Criteria

Data Sources are defined and delivered by Workday

True

Each Data Source associated with primary Business Object has its own security

True

How many instances can be enabled for a custom object?

100

Where do you view/edit custom field related data for an employee

Under Additional Data

Custom fields are effective dated

False

Which task is used to delete the temporary report in the tenant that have expired and are eligible for deletion?

Delete Temporary Report Definitions

What are the different custom field types?

Currency, Decimal, Integer, List, Text

The Tab on the Report definition allows you to control the order in which data will be presented and grouped is

Sort

What is the task to convert a report from simple to advanced?

Change to Advanced Report type

What is the Primary Org Type in Workday HCM?

Supervisory

You cannot hire into a supervisory organization prior to the org availability date

True

Which of the following is not reorganization task?

Create Superior

Positions are created within a Supervisory Organization

True

Organization roles have responsibilities within a supervisory organization

True

Unique business processes cannot be assigned to a supervisory Organization

False

What is the task name to create organization sub-types

Maintain Organization sub-type

Which of these is not a org type?

Location

Which org type does not have Reorg event?

Matrix Org

Workday gives you the ability to rescind reorganization task such as assign superior

True

Where in the supervisory organization can you limit the other organizational assignment?

Allowed Organizations

What is the task name to add Matrix member to the matrix organization?

Assign Matrix member

What is mandatory before creation of Location?

Time Profile

Can users override any inherited locale by changing it in their preferences?

Yes

Can organization roles be inherited down to subordinate organizations?

Yes

Organization hierarchies do not store positions , workers or transactions

True

Who will be the organization owner?

Person who creates the organization

Transfer of organization ownership is possible in WD? How?

   Yes. Task: Transfer Ownership

Can Supervisory Organization be deleted?

No. 

Organization hierarchy includes only organizations of same type.     

 True

Compensation eligibility rule use a framework i.e., completely unique to compensation and is unlike anything else in WD system

 False.

What are the mandatory Fields to create a Sup org?

Availability Date, Sub Type and Staffing Model

What is Matrix Org?

It’s Indirect Relationship.

Can you change the default organization assignment?

By Change Org Assignment

Can we reuse reorg Event?

Yes

What is Location Hierarchy?

Org Type

How many Number of org Type can be assign to a Customer?

Unlimited

Workday provides the ability to create Custom Organizations to meet your unique business needs 

True

Can we hire a worker into a Cost Center Organization?

No

What are all the tasks which I can perform while reorganization?

Assign Superior

Create Subordinate

Divide Organization

Inactivate Organization

Move Workers

How to Inactivate Supervisory Organization?

Supervisory org, Related Actions, Reorganization, Inactivate

Can Applicant can be  present in the system before creating the supervisory organization  

Yes

Can Company can be changed once it is defaulted

Yes

Name two types of compensation plans

Allowance plan and Salary Plan

Who is responsible for compensation structure for your company?

Compensation Administrator.

Compensation grades are used to define?

Pay Ranges.

Compensation grade profile is used to define?

Localization.

What are the 3 ways for a compensation change for an employee?

Manually from a related action off the employees name.

Request compensation change: any compensation plan can be edited.

Request grade change: only the compensation grade or grade profile can be changed.

If you are using compensation eligibility rules and default compensation from a position, the default compensation will override the eligibility rule.

True.

Name any 2 compensation audit report?

Compensation component audit; Employee Compensation audit.

Employee Compensation components can include multiple currencies?

True

Compensation package should at least have how many salary plans?

One.

Total base pay is sum of?

Salary and allowance plans

Which report is used to see the breakdown of all the components of compensation?

Total compensation report.

Name the task to maintain currency exchange rates?

Maintain Currency Conversion Rates.

Exchange rates are effective dated?

True.

Compensation matrix used for?

Employee Performance.

What is the use of Reimbursable check box while creating allowance plan?

When an allowance is not being paid through payroll but through an expense report.

Key Components of Compensation?                          

1.Eligibility Rule

2.Grade Profile

3.Grade

4.Salary Plan

5.Compensation Package

What allows you to assign worker to a different compensation Range than the default?

            Grade Profiles

What currency will be used if the employee has multiple currencies in his compensation component?

Currency of Grade

What Business Process should be added so that Compensation Components will take effect?

Propose Compensation Business Process

The system will still let you enter a base pay amount that is outside the grade’s pay range.

True

What type of organization, Business process is associated with?

Sup org

Can you copy and modify the BP?

Yes

Can you delete default definition for BP?

No