Core Concepts

Core Concepts
- Core Concept Overview
- Business Objects
- Basic Navigation
- Landing Pages
- Related Actions Menus
- Search
- Hyperlinks
- Additional Navigation Topics
- Actionable Reports
- Single and Multi-Select Prompt fields
- Standard Screen Icons
- Task Page Icons
- Inbox
- Landing Page Configuration Options
Core Concepts
- 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 Sup Org.

- Job Profiles: Defines generic features and characteristics of a job and of a position that is built off that profile.

- Compensation: The umbrella term of compensation packages, grades, grade 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 item in a security policy grants access to the users associated with the
security group.

- Business Process: A sequence of one or more tasks that accomplishes a desired business objective.
Business Objects
• When you view a page in WD, most of the items on the screen are links and many of those items have a related
actions icon next to them. These features make WD’s reporting and viewable pages actionable.

• WD stores data as BO(ex: Organizations, Workers, Positions, etc.) which are similar to database tables or
worksheets in Excel.
• Just as a database table or worksheet has columns and rows; a WD BO has fields and instances.

• WD automatically links related BO’s together. For ex: a Worker is associated with a Position, the Position is
associated with a Job Profile and the Job Profile is associated with a Management Level, Job Classification, etc.

• The Power of Objects: when you see something in WD, you can perform an action on it.

• Custom Labels: If certain terms used by WD do not match with the language used in your enterprise, you have
the ability to override some of these objects labels. Maintain Custom Labels task enables you to create, edit, and
delete custom labels which will override the original WD terms.
Basic Navigation & Landing
Page
• WD is designed to give you multiple ways to do your tasks. Let us get familiar with the following:
• -Navigation tools
• -Single and multi-select fields
• -Standard screen icons
Additional Navigation Topics
• Dashboards are a worklet on your Home page. WD allows you to have unlimited amount of types under Dashboard, but still 6 worklets per
type. Maintain Dashboards will give you the ability to set up which dashboards you want to allow users to set up. WD allows you to create
custom dashboards for your organization and allow users to choose which worklets they want to have quick access to.

• Prompts: WD utilizes prompts to help users navigate in search fields. Prompts display all content available to that field, allowing you to drill
into folders or levels to more easily find the value(s) you desire.

• Actionable Reports: WD uses a powerful object-action model that drives WD’s navigation and interactive reports. When you view a page in
WD, most of the items on the screen are links and many of those items have a related actions icon next to them. These features are what
make our reports and viewable pages actionable.

• Single-Select fields: If a field displays a prompt list icon, you are required to use one of the prompt values. In Single select fields, only one
value is allowed and the prompt list will disappear once a value is chosen.

• Multi-Select fields: If a field permits more than one value the prompt list will stay open to allow you to choose as many values as necessary.
The fields expand as you enter additional values and you can click the X to remove entries.

• Favorites: As mentioned previously, your favorite BO’s, tasks and reports can be found on the Favorites tab under the worker profile menu.
You have the ability to mark any item in WD as a favorite by using the Favorite -> Add related action off an item in the system.
Inbox
• The Inbox is an activity stream that displays BP tasks, approvals and to do’s
which require and action under the Actions tab.
• Archive tab displays historical actions and BP’s within the last 30 days.
• The Notifications tab displays notifications regarding BP’s and rules-driven
alerts such as birthdays and time off.
• You can also choose to add the Inbox as a worklet on landing page.

• Bulk Approvals
• Under the actions tab of your Inbox, there is a dropdown icon on the top right
which gives you the option to bulk approve items in your inbox. This selection
is only available if you have Approval or Review steps in pending action.
 Configuration Options

• At the top right of each landing page you will see a gear icon. By clicking this icon, you can personalize your
landing page. You can add or remove any recommended or optional worklets to or from this page. You can
also specify the order in which you would like these worklets to appear.
Find Workers

• Use the Find Workers page to filter search results by various criteria, such as Location, Job Profile and
Sup Org. As you select a value for any filter category, or Facet, the Find Workers page dynamically
updates the resulting list of workers and facet value counts. The facet value count help you understand
the worker population that satisfies the current filter criteria and guide your exploration.

• WD displays search facets on the left side of the Find Workers page. Facets are non-tenanted; they
correspond to generic categories such as Location. Each facet contains one or more facet values. Facet
values are tenanted; they correspond to specific values in your tenant.

• Each facet value is followed by a number indicating how many workers have the facet value. By default,
no facet values are selected. If there are more facet values for that facet, click the More link to display
them.

• To create a custom Find Workers report, copy the standard version and then modify the report to suit
your needs.
• In the Find workers report, you can compare the workers by checking the box next to their name in your results and
selecting the compare button. You can compare upto five individuals at a time. Compare workers opens up a window to
view a side-by-side comparison of key worker attributes from the Talent, Compensation and general HCM areas.
Thank You