Glossary of Terms

An instance refers to one unique occurrence of a business object, for example, your Executive Management organization, or John Doe, the worker.

A change to the amount a supplier owes and can be an increase or a decrease in the amount due.

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

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 role-based security group specifies one organization role and includes workers in job positions defined for that organization role.

The maximum amount of time off employees can carry over from one balance period to another.

A collection of instructions, sections, and questions that can be used when you start an employee review. A template is specific to a review type. Workday supplies several sections (for example, Responsibilities and Competencies) from which you can select the appropriate ones for the specific template.

An off-cycle payment that replaces a worker's on-cycle payment in a period that is in progress or not yet started. You can process replacement payments as part of a manual payment or on demand payment.

Workday provides a special Workfeed worklet modeled on the idea of an activity stream (like activity streams in Facebook and Twitter and many other modern applications). The Workfeed presents an actionable view of content items of interest to you, arranged chronologically. This enables you to see and act on pertinent tasks and content items, from a combination of sources, all presented in a simple time-line view. The Workfeed should be configured as a required worklet on the My Workday 2.0 landing page.

A worker who is not an employee. You can use contingent worker types, such as contractor or consultant, to categorize and track contingent workers in your organization.

Employee or Contingent Worker. There can also be several user-defined types of contingent workers. Compensation, benefits, and staffing events are tied to the worker type.

Eligibility rules define rules and criteria workers must meet in order to use specific time entry templates, time entry codes, time calculations, and period schedules.

15 delivered worktags with configurable names and values. Each custom worktag associates the Worktag Usage with financial, human resource, payroll, or time tracking transactions or data. Optimal when all you need is a simple tag for financial transactions that do not require any capabilities around roll-ups, security assignment, or assigning to workers. Note: custom worktags cannot be used for payroll costing allocations and accounting adjustments.

Companies use a base currency for transactions and reporting. Each company in a tenant can have its own base currency. When a transaction currency is different than the company base currency, the transaction is recorded in the transaction currency and automatically converted to the base currency. You can also define default currencies for customers and suppliers.

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.

Canceling a business process stops the workflow in progress and reverses any changes made to Workday data. It is also a securable action in a business process security policy.

The basic unit of the headcount management staffing model. You can create one or many headcount groups for an organization, each with its own definition and hiring restrictions. You specify a fixed number of positions to fill in the headcount group, and hiring can continue until all positions are filled.

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.

A job-based security group includes one or more job-related attributes or objects including job profile, job family, job category, management level, or exempt/non-exempt status.

Identifies the translation type (average, current, custom, or historic) to translate currencies using fiscal year criteria.

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.

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.

Roles define a group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.

Enables you to track which employees are considered company insiders for reasons of stock purchasing. You can track company insider status on job profiles and, by extension, each worker with that job profile.

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.

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

Workflow defines who can perfrom each task in a business process and provides a routing mechanism to move the task from one user to another

See Intermittent Leave.

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.

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