Glossary of Terms

Online or printed summary of an employee's gross-to-net earnings. Also referred to as a pay stub.

Codes assigned to workers to capture information for quarterly state tax filing or new hire reporting. For example, unit codes for Minnesota or branch codes for California.

Rates, units, amounts, or other values that you enter manually or load into Workday Payroll for a worker's on-cycle or offcycle run. Sometimes referred to as worker input.

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.

A valid form of payment you use to pay invoices, payment elections, and other payments. Payment types are user configured, and each payment type is mapped to a payment method, whose values are delivered by Workday. For example, a credit card payment method could be mapped to the payment types such as Visa, Mastercard, and American Express.

Created as the result of a settlement run. Payments are grouped by payment category (supplier, expense, payroll, ad hoc supplier), bank, bank account, payment type (check, EFT), maximum payments in file, and integration system. Payments are also grouped by company, currency, and country.

Control how to pay workers for each type of pay that they receive, such as regular payments and bonus payments. They also control how to handle expense reimbursements for workers. Payment elections designate the payment type (check or direct deposit), account information for direct deposits, payment order, and the distribution of balance for split payments.

Allows workers to designate how they want to receive payroll and expense payments. For electronic payments, the worker can set up one or more bank accounts. The payment election specifies the currency, pay types (such as check or direct deposit), and payment allocation amounts for each worker bank account. Workers can set up payment elections for payroll (or payroll interface) and expense payments.

The classification of a payment; for example, supplier payments, expense payments, and payroll payments.

A group of one or more pay group/run category combinations that share the same period schedule. In the Run Pay Calculation task, you can start a payroll processing run for multiple pay groups as a single action when they are part of the same pay run group.

A convenience feature used to process multiple pay groups with the same period schedule at the same time. When adding a pay group to a pay run group, you select which of the pay group’s run categories to include. The selected run categories must share the same schedule.

Defines whether the worker is paid a salary or a certain amount per unit of time, for example, hourly or weekly. Defined by country and associated with job profiles and, by extension, with employees in that job profile.

An organization type that groups workers and the rules controlling pay calculations. Each worker receiving pay through Workday payroll must be a member of one, and only one, pay group.

A group of workers defined to have their pay calculated and processed together. Workers in a pay group must share the same period schedule.

A related calculation that is used in the definition of an earning or deduction. For example, the earning, Hourly Pay, uses a calculation of Hours (un-prorated) x Rate. Assigning the related calculations of Hours (un-prorated) and Rate to the earning, forms two new pay component related calculations.

A collection or combination of related earnings, deductions, or pay component related calculations that are combined to simplify payroll calculations. Workday provides several pay component groups, such as Employer-Paid Benefits, Pre-Tax Deductions, and Federal Taxable Wages which you can modify, and you can create your own tenanted pay component groups, such as 401(k) Eligible Wages.

An earning (such as base salary or bonus) or deduction (such as federal withholding taxes or medical) that applies to a worker's gross-to-net pay calculation or tax liability.

Granular view of payroll earnings and deductions.

Returns values used in gross to net pay calculations. Sums (can add and subtract) the value of a group of earnings, deductions, pay component-related calculations (PCRCs), pay component groups, and other pay accumulations. Workday delivers several predefined pay accumulations, such as Federal Taxable Wages by Company and Local Withholding Subject Wages by Company.

Events that result from the passage of time rather than from a specific change to employee data. For example, you can set up a passive event to track and manage benefit eligibility for employees who reach the age of 65 (retirement age). Based on the event rules, Workday automatically searches for employees turning 65 and generates an enrollment event to record any benefit gains or losses.

A pre-built integration to a specific third-party application or service. Packaged integrations are available in each product network and are configured to a named endpoint. Examples of packaged integrations include Salesforce.com, SafeGuard World International, and StepStone TalentLink.

Purchasing card spend data from purchases associated with state accounts, including information such as: all agencies with p-card accounts, their account holders and their spend details; name of the vendor/supplier purchased from; what was purchased, including reference to contract number (if identified); roll-up (summary) level as well as the ability to drill down (granular detail) for third-party reporting suppliers/purchases.

The first party to the construction contract, who pays the contractor (the second party) for the construction work; also, the party who owns the rights to the land upon which the work is done and who, therefore, owns the work; also, the client of a designer, a construction manager, a project manager, or a development manager.

An indicator of how much work has been completed. The number of units of a product of service produced or delivered.

An abbreviated set of specification requirements normally included early in the design process.

A measure of the result of a service provided. This type of measure indicates the impact on the problem or issue the service or program was designed to achieve. Also known as results.

To help assist agencies with getting outbound information, a new process has been created to give agencies within the SGN access to Statewide Titles and Agency Descriptor tables. Agencies will be able to query data and then create their own unique outbound interfaces using this new server. Agencies who plan to create automated processes will need to refer to OFM Planned Server maintenances to help reduce potential outages.  See Production Schedule here:  Server Patching Schedule. Once agencies create their new AFRS Outbound interface jobs we will request removal of current jobs in AFRS or Enterprise Reporting that agencies are using to gather this data. AFRS Outbound Interface Server

Outbound Transaction Interface (AFRS legacy name)

Expenditures made for the Personal Services, Goods and Services, Travel, Capital Outlays, Debt Service, Interagency Reimbursements and Intra-Agency Reimbursement objects.

Organizational change management (OCM) refers to activities prepare staff for the changes coming with new processes and new technology, help staff impacted understand why it is happening and understand what they can do to prepare for the change.