Glossary of Terms

A functional area is a collection of domain or business process security policies that are related to the same set of product features, for example, Benefits or Compensation.

Can be used to define worker eligibility for leaves of absence and to define validations that prevent users from submitting invalid leave requests.

Any item you want to track, from company vehicles to software licenses and access cards. For capital resources, you can capture the acquisition cost and record depreciation based on the depletion schedule attributes. You can also track resource custodianship.

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.

A server hosting data tables containing foundation data model and supplier information. Very similar to the current Outbound Interface Server with AFRS vendor and chart of account information.

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 as well.

You define specific types of each Workday-supplied review category. For example, in the Performance Review category, you could define the Annual Review type and the Ad Hoc Performance Review type. When you start a review or define review templates, you choose a review type, not a review category.

Restricts the coverage options available to workers under a specific benefit plan. For example, you can restrict the maximum age of dependents covered under a plan or the maximum and minimum coverage amounts.

An off-cycle calculation that reverses the results of a completed pay calculation for a worker.

A user-based security group has workers as members. When used in a security policy, it grants access to the securable items to all members of the group.

A collection of pre-built integrations to benefit providers across a range of categories, including medical, dental, vision, COBRA, life and AD&D insurance, flexible spending accounts, and retirement savings plans.

Used to segment your employee population for assignment of compensation plans: • Specify one or multiple target populations within a bonus or merit plan, defaulting compensation differently for each target. • Roll out compensation plans (allowance, bonus, commission, merit) to a target population of employees, or remove them.

The ability to edit existing time blocks or add time blocks directly to a day by double-clicking on the time entry calendar.

Definable worktags that you can associate with people or financial transactions. You can: (1) Automatically populate a custom organization as a worktag into transactions that involve a worker by making the worker a member of the custom organization. (2) Use custom organizations as worktags to route transactions to specific people based on role.

One of the three staffing models available to use in your organization. It allows you to create one set of hiring restrictions that applies to all positions in the headcount group. As a result, headcount management does not provide the same level of control over individual positions that you have with position management. This model is particularly useful for organizations that hire large numbers of workers into the same or similar jobs with the same or similar requirements and restrictions.

In Workday, a debit memo is a customer invoice adjustment that increases the amount due. A debit memo for suppliers is a supplier invoice adjustment that increases the amount owed.

A unique identifier for a specific instance of a business object in Workday. Reference IDs are used to look up data for integration purposes.

A grouping of consecutive time blocks that you can use in standard overtime calculations, time block conditional calculations, and validations.

Get is an integration action that retrieves Workday data. It is a permission that can be granted in a domain security policy.

Defines rules that apply to a specific type of leave of absence, such as jury duty or FMLA. Identifies the leave of absence family and unit of time for leave requests. It can also identify employee eligibility rules for requesting a leave, validation rules for preventing invalid requests, whether to track entitlement balances, and other options.

When you set up expense items and purchase items, you assign a resource category. It is a classification in procurement and resource management that provides a logical grouping to search and report on acquired items and services. It can also be used to drive different accounting behavior as it is a dimension in account posting rule types used in procurement and resource management.

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.

Predefined groups of logically related fields, used when creating reports with Report Writer, which define the data in the report row. For example, the report data source “Employees” contains contact information, personal data, and identification information. Report data sources also include which roles have access to see the report data.

An ability that is acquired through job experience. In Workday, skills are a quick and easy way to tag employees with particular abilities that make them stand out.

A sequence of one or more tasks related to defining, targeting, and awarding a bonus to employees. In this process, a compensation administrator creates the bonus plan definition. The administrator or manager assigns the bonus plan to employees through one of various means. Assignment of the plan determines eligibility for the bonus event. The administrator sets up the bonus process, which funds the bonus pool, and then launches the process on the specified event date. Workday creates bonus events for employees based on their organization. Managers review the target bonus for their employees and submit bonus proposals for review. Once approved, the employees receive their bonus.

Defines a type of payroll run, such as regular or bonus. Specifies criteria for processing employees by status (Active, Terminated, On Leave), components to calculate automatically for on-cycle and off-cycle runs, whether a supplemental tax rate applies and other details. Run categories are assigned to pay groups.

Viewing a business process means seeing its status and reporting on it. This is a securable item in a business process security policy.

The process of exporting data out of Workday to an external system or importing data into Workday from an external system. An Enterprise Interface consists of an integration system, an integration data source, an integration transformation, and an integration transport protocol.

A rule that defines when employees become eligible for a merit or bonus plan. You base the rule on a single value, such a hire date.

See Time Period Schedule.