Glossary of Terms

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.

Any event that results in a gain or loss of benefits coverage. This encompasses both open enrollment and benefit events, such as a new hire, a termination, the birth of a child, and a job change. For each event, you must specify the benefit plans and elections that become available or are lost to employees as the result of that event. For example, you can make medical, dental, basic life, supplemental life, and visions plans available to new hires; by contrast, for the birth of a child, you might make only basic life, supplemental life, and medical coverage available to affected employees.

Ability to extend Workday business objects by creating custom object definitions based on the business object and adding custom fields. Custom objects enable you to record additional data for which there’s no Workday-delivered field. - Business objects are used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to rows and columns in a spreadsheet.

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.

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.

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.

A transaction that occurs within your organization, such as hiring or terminating an employee.

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

Optional live or zero-dollar entries that are sent through the Automated Clearing House (ACH) to a financial institution to verify account and related information before sending or receiving actual direct deposits. If the prenote amount is not zero, cash is transferred to the account.

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 defining a report, the primary business object is the business object returned by the data source.

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.

These rules specify coverage increase limits, EOI requirements, waiting periods, and other rules and conditions of enrollment for benefits enrollment events.

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.

The object that a business process operates on. For example, for business processes that deal with an employee record, the target is the employee. For business processes that deal with a financial object, such as an accounting journal, the accounting journal is the target. Since the target determines the organization, it controls which business process custom definition Workday uses.

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

A component of pay that you use to assign monetary amounts to a worker's pay. For example, a salary, an allowance, or a bonus. Some compensation plans, for example, a commission, are discretionary. You are not paid from these compensation plans in every paycheck. By contrast, other plans, like a salary plan, are included in every paycheck.

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.

Allows you to establish more than one conversion rate for the same currency pair during the same time frame. For example, one rate type can apply to the daily rate used in operational transactions, and then average and historical rate types can be used for financial reporting. The default rate type is used in all operational activity. You can define names for currency rate types; typical names are Period Average, Daily, End of Day Daily, and Historical.

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

Defines coverage start and end dates, waiting periods, coverage increase limits, Evidence of Insurability requirements, and other coverage rules and conditions. This ensures that the benefits process presents only the options for which each employee is eligible based on the event type. Defined at the benefit group, enrollment event, and benefit type levels.

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.

A time clock event describes a worker's actions, such as a check-in or check-out, on the web time clock or an external collection system. Workday matches time clock events to form time blocks, which workers can edit and submit using the time entry calendar.

The primary use of time code groups is to determine which time entry codes a worker is eligible for. Time code groups are assigned to a worker or to a position via eligibility rules.

A headcount plan forecasts the number of workers necessary to achieve business goals in a specified period of time. This is a foundational component of workforce planning. You can create headcount plans with different statistic types, dimensions, and time frames; link to financial budgets; and pre-populate headcount plan data. Headcount plan reports help you understand whether organizations are hiring to plan, headcount is allocated correctly, and you have the right workforce to support your goals.

In a Report Writer report, a field contains data related to a particular primary or related business object.

An account associated with and required to launch an integration. Workday's delivered integrations and custom integrations require a system user account for authentication and web service calls. EIB integrations are secured through the user’s login credentials and do not require a system user account.

These templates are specific to a company and can be used by all authorized workers. Only buyers and service coordinators can create or edit public templates. To provision new workers automatically, a template must be public.

A kind of benefit event that occurs in the employee's personal life, for example, getting married or having a child.

Workers are assigned to the predefined security groups through a business process. These groups cannot be changed except by reversing the business process or executing a new business process, such as applying for a position, or being hired. Examples include: Employee, Contingent Worker, and Applicant.