Workday Organizational Questions & Answers

Workday Organizational Questions & Answers

1. What are all organization types in Workday?

Answer:
Supervisory Organizations (for managing workers/positions)
Cost Centers (for financial tracking)
Matrix Organizations (for dotted-line reporting)
Companies (legal entities)
Custom Organizations (e.g., regions, divisions)

2. Can I create a position in a Cost Center?
Answer:
❌ No – Positions can only be created in Supervisory Organizations. Cost Centers are for budgeting, not staffing.

3. Can I hire an employee in a Matrix organization?
Answer:
❌ No – Employees must be hired into a Supervisory Organization. Matrix orgs only provide secondary reporting lines.

4. Why don’t Matrix Org and Pay Group require a reorganization event?
Answer:
Matrix Orgs: Define secondary relationships (no impact on primary hierarchy).
Pay Groups: Linked to payroll processing, not org structure.

5. What attributes are inherited from a superior Supervisory Organization?

Answer:
Staffing Model (e.g., position management)
Default Time Off Policies
Workers’ Compensation Codes
Security permissions (if enabled)

6. What is the difference between Code and Integration ID?
Answer:
Code: Human-readable identifier (e.g., "HR_DEPT").
Integration ID: System-generated unique ID (e.g., "A1B2C3"), used for integrations.

7. Can I override the Integration ID for any organizations?
Answer:
❌ No – Integration IDs are system-assigned and cannot be changed.

8. What is the prerequisite to create a Supervisory Organization?
Answer:
A Company must exist first (assigned as the top-level parent).

9. What data is needed to create a Supervisory Organization hierarchy?
Answer:
Company (top-level anchor)
Parent-Child Relationships (org structure)
Staffing Model (e.g., position-based)
Security Groups (for visibility/access)

10. What visibility options exist for organizations?
Answer:
Public: Visible to all employees.
Restricted: Visible to specific roles/groups.
Private: Visible only to HR/admins.

Key Takeaways

-Supervisory Orgs = Hiring, positions, and reporting lines.
-Cost Centers = Budgets and financial tracking (no staffing).
-Matrix Orgs = Secondary reporting (no reorganization needed).
-Integration IDs are permanent; Codes are editable.

Workday Payroll Integrations

Workday Payroll Integrations

Workday payroll integrations handle all payroll-related changes like salary updates, bonuses, and deductions.

There are mainly two main types:

1. GCP Payroll Integrations
2. Custom Payroll Integrations


1. GCP Payroll Integrations
Workday's pre-packaged payroll solutions for specific countries like US, UK, Canada, and France - they're easy to use but can't be customized.

2. Custom Payroll Integrations
Built for your specific needs and uses two core templates PICOF & PECI.


PICOF
(Payroll Interface Common Output File)
Workday's "final snapshot" payroll template - delivers only current values in one consolidated file.

PECI
(Payroll Effective Change Interface)
Workday's "full audit" payroll template - tracks every change with timestamps in separate files.

Key differences between PICOF and PECI:

• PICOF provides only current/final payroll data
• PECI includes complete transaction history
• PICOF generates a single consolidated file
• PECI creates separate files per pay group
• PICOF is optimized for routine payroll cycles
• PECI handles complex adjustments and reversals

Example scenario:

For an employee with:
• 10% raise on Jan 1
• 5% deduction on Jan 15
PICOF shows: Final 5% net increase
PECI shows: Both transactions separately with effective dates

Supports all global locations and payroll providers
Requires technical configuration and ongoing maintenance
Ideal for organizations with unique payroll requirements

Workday Reports

Workday Reports

 What is a Report?

--> It is a collection of data for a specific requirement.

Workday provides 2 types of reports:

1. Workday Standard Reports

2. Workday Custom Reports

  

 1. Workday Standard Reports

-Workday standard reports are delivered / created by workday. 

-We can use them as a reference and build custom reports 

-Standard reports can be copied and convert into custom reports and modify the codes.

-Workday standard reports are again divided into two types:

1. Report writer reports --> We can copy, convert into custom reports and edit the code

2. XpressO reports-- We cannot copy/edit/converted into custom reports

  

2. Workday Custom Reports 

 -Workday Custom Reports are users created reports 

-Workday Custom Reports are created based on the requirement 

-Workday Custom Reports are again divided into 8 types.

 

1.Simple reports     ----- Standard or Indexed

2.Advanced reports   ----- Standard or Indexed

3.Matrix reports     ----- Standard or Indexed

4.Trending reports   ----- Standard or Indexed

5.Search reports     ----- Indexed

6.nBox reports       ----- Indexed

7.Composite reports  ----- Standard or Indexed

8.Transposed reports ----- Standard or Indexed

<<S A M T S n C T>> 

 How to access workday standard reports ?

The task code is "workday standard report"

How to access workday custom reports ?

The task code is "create custom report" 

All the workday reports are gets the data from the "DATASOURCE"

What is workday Datasource ?

-It is a source of data for the reports.

-The datasource can be standard or indexed. 

-One datasource = 1 PBO + n number of RBOs

PBO  ---> Primary business object (It contains primary business object information)

RBOs ---> Related business object (It contains related attribute information)

-There are 2 types of datasources are available.

1.Standard Datasource (It handles less amount of data)

2.Indexed Datasource (It handles huge amount of data)

How to access datasource ?

The task code to access datasource is " Data Sources"

Note:

In workday we need to filter out datasources based on module.

In workday total 2400+ datasources are available.