Glossary of Terms

Used to identify whether, for whom, and what conditions to resolve an earning or deduction. On the Criteria tab of Create Earning and Create Deduction.

A set of rules that dictate how monetary amounts in individual accounts are translated into a different currency. Translation rule sets are defined at an account-set level and apply to each account in that account set.

A type of benefit plan where employees make contributions to 401k and 403b accounts. You can establish defined contribution plans and add these plans to benefits programs. Your employees can make or change defined contribution elections at any time, and those changes are sent to payroll for the periods in which the elections are effective.

An integration component that specifies how values in Workday map to values in an external system. For example, Pay Rate Frequency is a type of map in third-party payroll integrations.

A domain is 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.

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.

Describes the time a worker enters onto his or her time entry calendar. They can include time entry codes, projects, and time off.

Job classifications are required for many kinds of job-related regulatory reporting and can be used to categorize job profiles. A job classification group is the means by which you group and maintain individual job classifications.

An off-cycle calculation that records check or cash payments made outside Workday Payroll.

The My Workday landing page displays a grid of worklets such as Inbox and My Requests. You should enable My Workday only for administrator and professional roles, not for Employee Self Service or Manager Self Service. Workday recommends that you keep the number of worklets on My Workday to a minimum. The number of worklets on My Workday affects display performance.

A type of benefits coverage. For example, you can define Medical, Dental, Vision, Group Term Life, Long Term Disability, and Short Term Disability benefit coverage types. Each type can contain one or more specific benefit plans. You can set rules for benefit elections at the benefit coverage type level. For example, you can restrict an employee to selecting only one plan of a specific coverage type. You can also specify which coverage types are available for employee election during which benefit events.

Defines the accrual frequency for a time off plan, such as annual or monthly (unless the plan has a custom frequency), and the start and end date of each reporting period. The period controls reporting of both accruals and time off requests.

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.

You can create 3 types of custom reports: simple, advanced, and matrix. A simple report provides straightforward design options for the beginning or occasional user to create reports quickly and easily.

The smallest unit of compensation for a worker in a specific position. Workday uses compensation elements to determine the amount, currency, frequency, and other attributes of a worker’s compensation. Compensation elements are linked to compensation plans. For example, Base Pay, Car Allowance, and Commission can be mapped to any compensation plan, but not to merit plans. Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface to include the applicable compensation in payroll. A Compensation Element Group is a collection of compensation elements. For example, the group Standard Base Pay can be comprised of multiple compensation elements. Compensation elements do not need to be grouped, and groups are optional.

A business process that the initiator has started. For example, the Hire Employee for Organization X business process definition becomes an instance when the initiator uses it to hire a particular applicant.

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.

A worker's marital status, number of elections, exemption status, and other information, as specified through the Add Worker Tax Elections task.

Also know as default currency. The primary currency in which a company does business and reporting. For financial accounting, a company must have a base currency defined.

Specify one or more criteria that categorizes workers into a group that is used to qualify them for participation in an HRrelated task. For example: Benefit Plan, Compensation Plan, Employee Review.

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.

A domain security policy is a collection of related securable elements of different types and user-specified security groups that have access to elements of each type.

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.

See Time Entry Validation.

A grouping of job profiles, which in turn may be assigned to a job family group, so you can organize job profiles according to how your organization works.

A worker with a status of Terminated or On Leave for payroll processing purposes. A run category can define rules for processing nonactive workers.

The My Workday 2.0 landing page is home to the Workfeed worklet. It is designed to optimize performance, and therefore is limited to displaying the Workfeed plus 4 additional worklets. This limit ensures that users cannot place a large number of worklets (some of which may be computationally intensive) on a page that is frequently accessed. It is recommended that you use the Dashboard landing pages for additional analytical worklets that users might need.

Identifies the benefit plans, coverage targets, and coverage amounts that employees receive by default when they do not complete an enrollment event.

One of the three staffing models available to use in your organization. It provides the tightest control over hiring, as you can specify different staffing rules and restrictions for each position.

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