Advanced Report (Custom): One of the 3 types of custom reports in Workday. Provides access to related business objects, multiple levels of headings and subtotals, use of sub-filters, run time prompts, charts, worklets, report sharing, and the ability to expose the report as a web service.
Aggregation Security Group: A security group whose members are other security groups. Grants access to workers associated with any included security group.
Approve: An action in a business process that designated participants select to progress the event to the next step.
Assignable Roles: Positions you can assign to organization roles.
Business Object: Objects used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to rows and columns in a spreadsheet. Workday links related business objects: a worker is associated with a position, the position to a job profile, and so on.
Business Process Definition: The tasks that compose a business process, the order in which they must be done, and who can do them.
Business Process Instance: A business process that the initiator has started. The Hire Employee for Organization X business process definition becomes an instance when the initiator uses it to hire an employee.
Business Process Security Policy: A business process security policy secures the steps and process-wide actions including view, rescind, cancel and correct. It specifies which security groups have access to each action.
Cancel (business process): Canceling a business process stops the workflow in progress and reverses changes made to data. You can’t cancel a completed business process; you must rescind it. A securable action in a business process security policy.
Conditions: Conditions are one or more logical matches that are resolved to True or False and used to decide if some action should be taken. You can add conditions to steps in a business process to determine if the step should run.
Contextual Custom Report: A custom report created from the related actions menu of a Workday object by selecting Reporting > Create Custom Report from Here. Simplifies choices of data and fields to those related to the context of the object.
Correct (business process): Correcting a business process changes a specification or data in the workflow while in progress. A securable action in a business process security policy.
Custom Report: Reports not delivered by Workday and built using the Workday Report Writer. Can be created new or by copying another standard or custom report.
Dashboard (landing pages): A specialized landing page containing a set of pre-configured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the report writer.
Data Source: A data source defines a set of business object instances for reporting purposes. Allows reporting access to all business objects related to those in the data source.
Deny (business process): When you deny a business process, the business process is terminated and all Workday data is restored to its state before the business process started. To restart the business process, you need to submit the process again, and redo all previously completed steps.
Domain: A collection of related securable items such as actions, reports, report data, report data sources, or custom report fields. Each domain is secured by a domain security policy.
Domain Security Policy: A collection of related securable elements of different types and user-specified security groups that have access to elements of each type.
Event: A business process transaction that occurs within your organization, such as hiring or terminating an employee.
Functional Area: A collection of domain or business process security policies that are related to the same set of product features, for example, Benefits or Compensation.
Intersection Security Group: A security group whose members are other security groups. Members associated with all included security groups are granted access through an intersection security group.
Initiation Step: The first step of a business process.
Job-Based Security Group: A security group that includes one or more job-related attributes or objects including job profile, job family, job category, management level, or exempt/non-exempt status.
Landing Page: Landing pages display a collection of worklets. Landing pages may have different display formats (grid or bubble) and support different functions. The Home landing page is intended for common worklets, such as self-service worklets.
Location Membership Security Group: A security group whose members are any workers assigned to that location.
Matrix Report: One of the 3 types of custom reports in Workday. Summarizes data by one or two fields that contain repeating values. The resulting matrix is displayed as a table or chart that you can drill through to see the associated details.
Organization Security Group: A security group whose members are any workers assigned to that organization.
Primary Business Object: When defining a report, the primary business object is the business object returned by the data source.
Predefined Security Group: Security groups whose members are assigned through a business process. These groups cannot be changed except by reversing the business process or executing a new business process, such as applying for a position, or being hired. Examples include: Employee, Contingent Worker, and Pre-Hire.
Related Business Object: When defining a report, fields that return objects related to the primary business object are said to contain related business objects. These related objects may have their own set of fields that can be included in the report.
Related Actions: The orange button with three dots that opens an action item dropdown.
Report Data Sources: Predefined groups of logically related fields, used when creating reports with Report Writer, which define the data in the report row. For example, the Employees report data source contains contact information, personal data, and identification information. Report data sources also include which roles have access to see the report data.
Rescind (business process): On completed business processes, reverses all changes made to Workday data. A securable action in a business process security policy.
Role-Based Security Group: A security group that specifies one organization role and includes workers in positions defined for that organization role.
Roles: A grouping of people with specific responsibilities and permissions. In a business process runs, the role for each step includes all of the workers in that role in the business process target organization.
Securable Item: An action, report, or data that is part of a security policy. You secure access by defining the security policy to restrict access to an item to specified security groups. Related securable items are grouped into domains.
Security Group: A collection of users or objects that are related to users. Security group access to a securable item in a security policy grants access to the users associated with the security group.
Segment: A grouping of related securable items, such as pay components, that can be secured together using a segment-based security group for that segment.
Simple Report: One of the 3 types of custom reports in Workday. A simple report provides straightforward design options for the beginning or occasional user to create reports quickly and easily.
Standard Report: Reports developed by Workday and delivered to all Workday customers. Standard reports may be defined using the Workday Report Writer or in an internal development tool. Only Standard reports designed using the Report Writer can be copied to create a custom report and then modified.
Target: The object that a business process operates on. For example, for business processes that deal with an employee record, the target is the employee. Because the target determines the organization, it controls which business process custom definition Workday uses.
Task: A step, either standalone or in business process, that you must complete. For example, task alert notifications are triggered by steps in a business process.
Temporary Report: A custom report that you designate as Temporary when creating the report. Workday automatically deletes temporary simple reports after 7 days. For advanced and matrix reports you can change the Temporary option on the Advanced tab of the report definition.
To Dos: Reminders to do something outside of Workday. They can be part of business processes, and must be marked complete before the workflow will advance to the next step.
User-Based Security Group: A security group whose members are workers. In a security policy, it grants access to the securable items to all members of the group.
View (business process): A securable item used to allow members to view status of a business process and report on it. A securable item in a business process security policy.
View (permission): The ability to see objects or data through the Workday user interface, when permitted in a domain security policy.
Worklet: A compact report displayed as an icon (a tile or a bubble) on any landing page, providing easy access to tasks and information that are used regularly. Examples: My Leadership Roles, Open Positions, and Anniversaries.
Worktag: A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.
Award cost processing (ACP): Processing facilities and administration costs related to an award.
Payment Group: The payments that result from a settlement run.
Project Asset: A container that captures separate, ongoing costs of a capital project in progress. You can associate multiple projects assets with a project to track costs over the life of a project.
Revenue Category: An attribute in customer contracts and billing used to search for and report on goods and services you sell. Also a dimension in account posting rule types for customer contracts, billing, and accounts receivable that drives accounting behavior.
Spend Category: A logical grouping to search and report on acquired items and services. Also a dimension in account posting rules for procurement and spend that drives accounting behavior.
Unnamed Resources: Placeholders for project resources that you can use to assign tasks and perform resource forecasting without specific resource assignments.
Active Candidate: A person with an application for a specific job requisition. Candidates must be linked to a job requisition for Workday to initiate a job application event.
Auto-fill: A time entry option that copies time blocks from a worker’s schedule or from a previous week when entering time.
Base Pay Element: The compensation components that are included in the calculation of base pay for the purposes of determining the compa-ratio and target penetration.
Example: Include both base pay and bonuses in the base pay calculation for compa-ratio.
Benefit Defaulting Rule: A rule that identifies the benefit plans, coverage targets, and coverage amounts that employees receive by default when they do not complete an enrollment event.
Benefit Event Rules: These rules specify coverage increase limits, EOI requirements, waiting periods, and other rules and conditions of enrollment for benefits enrollment events.
Benefit Event Type: Identifies the events that trigger benefit enrollment, such as open enrollment, new hires, or the birth of a child. It also identifies the coverage types to make available to employees for when an event of this type occurs.
Calculated Time: Result of applying time calculations to a worker’s reported time. Automates application of company or regulatory rules.
Calendar-Based Time Entry: A time entry method that uses the time entry calendar as the focal point for entering, editing, and submitting time.
Candidate: Candidates include both prospects and active candidates.
Candidate Pipeline: All active candidates.
Candidate Pool: Candidates grouped together based on specific criteria.
Cascading Leave: A sequence of related leave types that are linked together. When an employee meets the conditions defined for ending a leave, Workday generates a return from leave request and a separate request for the next leave.
Compensation Basis: A grouping of compensation components, such as salary, commission, and allowance plans, that define estimated earnings for an employee population.
Compensation Component: The umbrella term for compensation packages, grades, grade profiles, and plans that can be associated with compensation eligibility rules.
Compensation Defaulting Rule: A rule that establishes the criteria for how compensation components default to worker compensation during staffing transactions (such as hire or job change).
Compensation Element: Compensation elements link Compensation to Payroll. When a compensation element is attached to a plan that is assigned to an employee, Workday can determine which earnings to use to pay the employee.
Compensation Package: A grouping of compensation guidelines (grades, grade profiles, and their associated steps) and plans that you can assign to workers as a set. Packages provide a quick view of the eligible plans for a particular job or group of employees.
Compensation Rule: Guidelines for determining which workers are eligible for which components of compensation.
Compensation Step: A specific monetary amount within a grade or grade profile.
Compensation Target Rule: A rule used to segment your employee population for assignment of compensation plans.
Conditional Calculation: Time calculation that tags time blocks that meet certain conditions.
Coverage Target: Defines whether a specific health care plan or insurance plan applies only to the employee or also to the dependents, spouse, family, and so on.
Cross Plan Dependency: Limits the coverage options available to workers during an enrollment event based on their choice of other benefit plans and coverage amounts.
Example: You can limit coverage in a specific plan to a percentage of the total coverage in 1 or more other benefit plans.
Day Breaker: The time of day on which a worker’s work day and work week begins. Defines the 24-hour period over which daily time calculations execute and the 168-hour period over which weekly time calculations execute. Unless otherwise specified, the default day breaker is 12am.
Disposition: Status of candidates that have been rejected for hire or declined a job during the job application event.
Enrollment Event Rule: A rule that defines coverage start and end dates, waiting periods, coverage increase limits, Evidence of Insurability requirements, and other coverage rules and conditions. Rules ensure that the benefits process presents only the options that each employee is eligible for based on the event type.
Grade Profile: A breakdown of a compensation grade by functional task, geographical region, or other categorization your business requires. A profile enables you to assign more granular compensation ranges to workers.
Headcount Plan: A headcount plan forecasts the number of workers necessary to achieve business goals in a specified period of time.
Individual Target: An individual bonus or merit target for a worker during a bonus or merit process that overrides the target defined on the compensation plan.
Job Management Staffing Model: A structure that defines 1 set of hiring restrictions for all jobs in a supervisory organization, with no specific limits on the number of jobs that can be filled.
Job Profile: The generic features and characteristics of a job or position, such as management level, pay rate type, compensation, skills, and other qualifications.
Leave Family: A set of similar leave of absence types. Example: A company-specific family includes disability leave and bereavement leave, while a separate regulatory family includes jury duty and family medical leave.
Leave of Absence Rule: A rule that defines worker eligibility for leaves of absence.
Linked Leave: A leave type that shares an entitlement with other leave types or time offs. Eligibility rules, validation rules, and supporting data reference the combined balance of the associated leave types and time offs. Also known as coordinated leaves and time off.
Micro-edit: The ability to edit existing time blocks or add time blocks directly to a day by double-clicking the time entry calendar.
Multiplier-Based Coverage: Insurance coverage based on multiples of salary, such as 1x, 2x, or 3x salary.
Passive Event: Events that result from the passage of time rather than from a specific change to employee data.
Position Management Staffing Model: A structure that defines different staffing rules and restrictions for each position in an organization.
Position Restrictions: The attributes and conditions that apply to an unfilled position in a supervisory organization that uses the position management staffing model. Example: Job profile, location, qualifications, and worker type.
Pre-Hire: In Staffing, an individual you’re tracking before employment. In Recruiting, a candidate who is in the Offer or Background Check stage.
Prospect: Someone you are interested in tracking who isn’t associated with a specific job. You can use tags, prospect types, and prospect statuses to help track these individuals.
Quick Add: A time entry option that enables you to create a time block and copy it to multiple days in a week.
Reference Pay Range: A range of pay established for a compensation grade or grade profile.
Reported Time: A worker’s time that has been entered, but has not had any time calculations applied.
Staffing Model: A structure that defines how jobs and positions are created and filled in a supervisory organization. Workday supports 2 kinds of staffing models:
Termination Adjustment: A time off adjustment that automatically sets the remaining balance of a worker’s time off plan to zero upon the worker’s termination.
Time Block: A time block carries information about a portion of time, such as the number of hours worked or in/out times. Time blocks can be reported or calculated, but only calculated time blocks are pulled into Workday Payroll.
Time Calculation: A set of rules to apply time calculation tags to calculated time blocks for Payroll or other purposes. Example: You could create a time calculation to convert regular hours into overtime hours automatically if a worker works more than 40 hours in a week.
Time Calculation Tag: Workday applies calculation tags to time blocks during time calculations. The tags map to payroll earnings to drive how time blocks are paid and can be included in time off and accrual calculations. You can also use them to display time and time off totals on the time entry calendar.
Time Clock Event: A time clock event describes a worker’s actions, such as a check-in or check-out, on the web time clock or an external time clock. Workday matches time clock events to form time blocks, which workers can edit and submit.
Time Code Group: The primary use of a time code group is to determine which time entry codes a worker is eligible for. Time code groups are assigned to a worker or to a position through eligibility rules.
Time Entry Calendar: A set of self-service pages that workers use to enter, edit, and submit time, when using calendar-based time entry. When using high volume time entry, workers can view and submit time from the time entry calendar.
Time Entry Code: A time entry code describes the type of time a worker enters, such as worked time or meal allowance. To use time entry codes, you must attach them to time code groups, except for the default time entry code assigned to a time entry template.
Time Entry Template: A template defines how a worker’s time entry calendar is configured. Workers are matched to time entry templates through eligibility rules.
Time Entry Validation: Errors or warnings that prevent users from entering invalid time. Critical validations prevent a user from submitting time. Warnings display when entering time but don’t prevent the worker from submitting time.
Time Off: The rules that apply to a specific type of time off, including eligibility rules, whether adjustments are allowed, and limits that differ from the time off plan.
Time Off Plan: The rules for entering and tracking 1 or more related time offs. Identifies the unit of time, eligibility requirements, whether to track balances, and if time offs are position-based or worker-based.
Time Period Schedule: A time period schedule defines which dates are available for entry at a given time and defines which dates are paid in which pay periods. They can line up with pay periods, or, in more complex scenarios, they can be paid on a lag.
Time Proration Rule: A rule that prorates employees’ target compensation in a bonus or merit increase compensation event according to time-based criteria, such as leave of absence or time since hire.
Time Shift: A grouping of consecutive time blocks that you can use in standard overtime calculations, time block conditional calculations, and validations.
Worker: An employee or a contingent worker.
Work Schedule Calendar: A calendar that defines the days and hours that a worker is scheduled to work. In Time Tracking, work schedule calendars affect time entry options, calendar displays, and time calculations.
Connector: A set of 1 or more integration templates that provide a framework for building integrations in a particular functional area. The integration can support a specific type of data, or can support a specific endpoint (example: Salesforce.com or Okta).
Enterprise Interface Builder (EIB): An integration tool that enables you to create simple, secure, and customizable integrations with Workday. Alternately, an EIB is a simple integration created by the integration tool. An EIB consists of an integration system, an integration data source, an integration transformation, and an integration transport protocol.
Field Overrides: A tool that lets you customize integration systems that are based on a connector template. Field overrides are managed through an integration service. They use calculated fields or report fields to supply values to an integration system. Example: member IDs in benefit provider integrations.
Integration Attribute: An integration component that specifies the tenanted value of a data element in Workday. Example: Master Policy Number is a type of attribute in benefit provider integrations.
Integration Data Source: Indicates the type of data that Workday receives from or exports to an external system and its location.
Integration Event: The record of an integration process. Every integration—current or past, involving the import or export of data, successful or not—gets recorded as an integration event. The integration event contains all the information about the integration process, including its status.
Integration Map: An integration component that specifies how values in Workday map to values in an external system. Example: Pay Rate Frequency is a type of map in third-party payroll integrations.
Integration Service: A group of related integration attributes, maps, and XSLT that provides a framework to transform Workday data into the format required by an external system.
Integration System: A tenanted definition of an integration between Workday and an external system based on a template that provides the methodology for communicating data.
Integration Template: A collection of integration services that enables communication between Workday and an external system. Workday provides integration templates in categories such as Benefits, Financials, HCM, Payroll, Payroll Interface, Procurement, Recruiting, Security, and Settlement. Many of the delivered templates contain default values for attributes, as well as prompt values for attributes and maps, to define the integration further.
Integration Transformation: Converts data into a format that Workday or a receiving external system can understand. Workday provides some delivered transformations, and you can also create custom transformations.
Integration Transport Protocol: Controls how Workday exports data to an external system or imports the data from an external system. Workday supports several types of transport protocols, including email, FTP and SFTP, HTTP/SSL, WebDAV, Workday attachments, and Workday Web Services.
Reference ID: A unique identifier used to look up data for integration purposes.
System User: An account associated with and required to launch a Connector or Studio integration. Workday delivered integrations and custom integrations require a system user account for authentication and web service calls. A system user account is not associated with a person in Workday.
Workday Studio: An Eclipse-based development environment that enables you to build more complex integrations with Workday.
Workday Web Services: Workday’s public API. Based on open standards, Workday Web Services (WWS) provide the core method for integration with Workday.
Manual Payment: A record of a payment made outside of Workday Payroll used to maintain accurate payroll information. Example: Payments for the exercise of stock options.
Off-Cycle Payment: A payment made outside the regularly scheduled payroll run. Manual, on-demand, reversals and history payments are classified as off cycle.
On-Cycle Payment: A payment made in a scheduled payroll run.
On-Demand Payment: An off-cycle payment that replaces, or is issued in addition to, a worker’s on-cycle pay.
Pay Component Group: A collection or combination of related earnings, deductions, or pay component related calculations combined to simplify payroll calculations.
Pay Component Related Calculation (PCRC): A related calculation that resolves automatically with earnings and deductions. Often used in the earning or deduction definition, can be used to display on pay results.
Pay Run Group: A set of pay groups that share a period schedule. Used to process multiple pay groups at the same time.
Payroll Effect: An option available in Workday Absence Management to stop paying workers while on leave. You can configure a run category to pay workers on certain leave types when the Payroll Effect option is enabled for the leave type.
Related Calculation: A calculation that returns a value, such as hours, rate, or percent.
Run Category: Specifies which employees to process, and which pay components to calculate for each type of payroll run.