Glossary of Terms

Limits the coverage options available to workers during an enrollment event based on their choice of other benefit plans and coverage amounts. For example, you can limit coverage in a specific plan to a percentage of the total coverage in one or more other benefit plans.

Defines how jobs and positions are created and filled in a supervisory organization. Workday supports three kinds of staffing models: • Job Management • Headcount Management • Position Management

Created when there is a change in a worker's compensation mid-period. Payments are prorated over each sub-period according to the change in compensation and the settings on the Compensation Element tab of Create Earning.

Roles can be assigned to a user when he is given a responsibility within a functional area, such as HR partner or compensation partner for a particular organization. You can have different roles in relationship to different organizations. For example, you could be a compensation partner for one organization and an HR business partner for another organization.

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.

A tool that lets you customize integration systems that are based on a packaged integration template. Field overrides are managed through an integration service. They use calculated fields or class report fields (CRFs) to supply values to an integration system. Examples include member IDs in benefit provider integrations and criteria for selecting positions to send to Lumesse TalentLink.

A worker's time that has been entered onto the time entry calendar but has not had any time calculations applied.

You can create 3 types of custom reports: simple, advanced, and matrix. A matrix report forms the foundation for custom analytics. It summarizes data by one or two fields that contain repeating values. The resulting matrix is displayed as either a table or chart that users can drill through to see the associated details. You control the specific detail data users should see when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such as filtering, run time prompts, worklets and report sharing.

The multiplier, which you set, used to calculate an annual amount of compensation for compensation plans. Each compensation plan has a frequency of payment, and each frequency has an annualization factor.

Use hiring restrictions to define rules and conditions for holding jobs and positions in a position management, headcount management, or job management organization. Hiring restrictions enable you to: • Limit staffing to specific job families and job profiles. • Restrict the business sites where a job or position can be filled. • Define the required qualifications, experience, and skill levels of workers hired into a job or position (position management organizations only). • Limit staffing for a job or position to a specific worker type (employees or contingent workers). • Limit staffing for a job or position to a specific time type (full or part-time workers).

A seven-day period defined by a worker's start day of week and day breaker. By default, begins on Sunday at midnight and ends on the following Saturday at 11:59 PM; however, this can be configured for a group of workers through the use of work schedule calendars. Used for time entry and time calculations.

An Eclipse-based development environment that allows you to build more complex integrations with Workday.

A security segment is a grouping of related securable items, such as pay components, that can be secured together using a segment-based security group for that segment.

The umbrella term for compensation packages, grades, grade profiles, and plans.

You can create 3 types of custom reports: simple, advanced, and matrix. An advanced report provides all the features of a simple report, plus more advanced ones such as accessing related business objects and producing multiple levels of headings and subtotals. Advanced reports also enable the use of sub-filters, run time prompts, charts, worklets, and report sharing, and provide the ability to expose the report as a web service.

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

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 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.

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

Any compensation paid in addition to an employee's regular wages that includes, but is not limited to, severance or dismissal pay, vacation pay, back pay, bonuses, moving expenses, overtime, taxable fringe benefits, and commissions. In Workday, only supplemental earnings can be grossed-up.

Some aspect of or perspective on data that you want to use as the basis for analysis. For example, for financial accounting, you can analyze revenue by customer, by channel, or by marketing campaign. For expenses, you can analyze costs by cost center or by project. All of these are dimensions. Dimensions are usually created with worktags.

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.

An integration component that specifies the tenanted value of a data element in Workday. For example, Master Policy Number is a type of attribute in benefit provider integrations.

A time block carries information about a portion of time, such as the number of hours worked or in/out times. Time blocks can be reported or calculated, but only calculated time blocks are pulled into Workday Payroll.

Modify is an action through the Workday user interface that can be permitted on securable items in a domain security policy. It includes view permission.

The compensation components that will be included in the calculation of base pay for the purposes of determining the compa-ratio and target penetration. For example, you can choose to include both base pay and bonuses in the base pay for purposes of determining the compa-ratio.

Used in China, a hukou is a type of residency permit used to grant eligibility and rights. Workers with a local hukou are entitled to the full spectrum of social rights and welfare benefits. Without a local hukou, workers can hold only a temporary residency certificate. Temporary residence certificate holders are referred to as non-locals.

In Time Tracking, you have the option of defining standard work patterns for workers, such as Monday through Friday 8:00 AM to 5:00 PM. Work schedule calendars are used for a variety of purposes throughout Time Tracking.

Workday’s public API. Based on open standards, Workday Web Services (WWS) provide the core method for integration with Workday.