A compact report displayed as an icon on your Home page, providing easy access to tasks and information you use regularly.

Objects 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 links related business objects: a worker is associated with a position, the position to a job profile, and so on.

For example, purchase order lines are linked to a purchase order header, the purchase order header is linked to a supplier, the supplier is linked to a company, and so on.

The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do them. Workday includes a number of predefined business processes for different purposes. You can edit the default definitions for your organization. You can also create different versions of the same business process for different organizations.

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 prehire.

An action you can take on a business process. Canceling a business process stops the workflow in progress and reverses changes made to data. You cannot cancel a completed business process, you must rescind it. A securable action in a business process security policy.

A custom report created from the Related Actions menu of a Workday object by selecting Reporting > Create Custom Report. Simplifies data choices and fields to those related to the context of the object.

An action you can take on a business process. Correcting a business process changes a specification or data in the workflow while in progress. It is also a securable action in a business process security policy.

A specialized landing page containing a set of preconfigured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the Report Writer.

Defines a set of business object instances for reporting purposes. Allows reporting access to all business objects related to those in the data source.

An action you can take in a business process if you have been assigned a task. You can request that the task is delegated. Requesting a delegation change is a business process that may require approvals. Delegation functionality may or may not be included in your organization's configuration.

An action you can take on a step within a business process. When you deny a business process, the business process is terminated, and all Workday data is restored to its state before the business process started. To restart the business process, you need to submit the process again and redo all previously completed steps.

A feature to view more data in a matrix report. When you select a drillable element (such as a drillable field in the table view or a column, line, or pie segment in the chart view), a context menu appears that enables you to select a new View By field. If the Enable Drilldown to Detail Data checkbox is selected on the Advanced tab of the report definition, you can also select details associated with the selected report element.

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

Contains data related to a particular primary or related business object within Report Writer.

An icon used to narrow down data. Selecting this icon will create a row on your report where you filter data to display from one or more columns.

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

For example, Workday HCM includes functional areas such as Benefits, Talent & Performance, Absence, and Manager or Employee self-service. Each of the Workday products (like Workday HCM and Workday Financial Management) is grouped into distinct functional areas.

Your default page containing applications, search, notifications, Inbox, and your Profile Menu.

The first step of a business process.

The user that begins the business process instance.

One unique occurrence of a business object, e.g., your executive management organization or the worker John Doe.

A custom report forming the foundation for custom analytics. It summarizes data by one or two fields that contain repeating values. The resulting matrix displays as either a table or chart that users can drill through to view the associated details. You control the specific detail data users should notice when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such as filtering, runtime prompts, worklets, and report sharing.

The permission to view and gain direct access to securable items through the Workday user interface. It includes view permission.

An action you can take on a business process where you request for a task to be reassigned. This may require further approvals.

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.

For example, you create a report using Employee as your business object. To find the total default annual compensation defined for an employee's position, you need to access a related business object off of Employee, which would be Position.

An action you can take on a business process to completely reverse all changes made to Workday data in a completed business process. A task must be successfully completed to perform this action.

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.

A collection of users or a collection of objects that are related to users. Allowing a security group access to a securable item in a security policy grants access to the users associated with the security group.

The object that a business process operates on.

For example, business processes that deal with an employee record, the target is the employee. Because the target determines the organization, it controls which business process custom definition Workday uses.

A step, either standalone or in business process, that you must complete.

For example, business process steps trigger notifications or Inbox alerts.

Reminders to do something outside of Workday. They can be part of business processes and have to be marked complete before the workflow will go to the next step.

A securable item used to allow members to view the status of a business process and report on it. A securable item in a business process security policy.

A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or product sales event.

An application linking you to common actions and views related to benefits, including change benefits, beneficiaries, and dependents. View your benefit elections and current benefits cost.

An application linking you to common actions and views related to your career, referring candidates and viewing your certifications, education, languages, job history, and awards.

An application linking you to common actions and views related to compensation including comparing a direct report’s pay and salary range to others on the team. Use this application to request one-time payments, stock grants, and compensation changes for your team and to view their compensation history.

An application containing key management reports and actions.

An application linking you to common actions and views related to your organization's directory. You can view a list of your coworkers and gather information about other workers in the company, including their work addresses and phone numbers. You can also view your organizational chart, your management chain, and organizations to which you belong.

An application linking you to common actions and views related to expenses, including creating and editing expense reports and viewing expense policies, reports, transactions, payment elections, and recent expenses.

An application containing favorite reports and tasks for easy access.

An application linking you to common actions and views related to your team including viewing your direct reports and their employment information. Transfer, promote, or change the job of a direct report.

An application linking you to common actions and views related to your pay. You can use this application to access withholding elections and payment elections and to view payslips, total compensation, bonus and one-time payment history, tax documents, and allowance plans.

An application linking you to common actions and views related to performance, including viewing goals, reviews, feedback received, and skills.

An application linking you to common actions and views related to your personal information, including changing your contact and personal information (such as addresses, email, and phone numbers), emergency contacts, photo, legal name, preferred name, and government IDs.

An application linking you to common recruiting actions and views, and a list of recent requisitions. Depending on your role, you can find candidates, invite candidates to apply, create a job application on behalf of an individual, open your job requisitions, search for requisitions by their status, search all requisitions by name, or search for referrals.

An application linking you to common actions and views related to spend management, including viewing your team’s total spending and its details and viewing team members’ expense reports.

An application linking you to common actions and views related to talent, including managing a succession plan, assessing potential, giving and getting feedback, and viewing a talent snapshot.

An application linking you to common actions and views related to your team's time off, including managing your direct report’s time off requests, correcting time off requests, and placing employees on leave.

An application linking you to common actions and views related to your time, including entering your time and viewing your time off balance.

An application linking you to common actions and views related to time off, including time off correction, leave of absence, time off view, and time off balance.

An application linking you to courses that you can enroll in, such as Learn in Person or Learn On-Demand courses.

The main menu displayed on the Home page that displays your profile photo, notifications, and Inbox. A count badge displays for pending notifications or Inbox items, and these menu options:

• View Profile: Displays your Worker Profile.
• Home: Displays the Workday-delivered Home landing page.
• My Account: Provides access to these account management tasks:
  - Organization ID
  - Change Password
  - Change Preferences
  - Manage Password Challenge Questions (if enabled)
  - View Signon History
• Sitemap: Displays a list of standard reports and tasks available to you.
• Favorites: Displays a list of your favorite tasks, reports, business objects, and custom reports. Use the Manage Favorites task to configure the list.
• Drive: Accesses the Workday file management space.
• My Reports: Displays a virtual drive where you can store generated reports. My Reports is not a mapped drive on your computer.
• Documentation: Navigates to Workday Documentation on Workday Community. Not recommended for self-service users.
• Help: Navigates to the URL specified by your organization. Used to display FAQs and helpful tips for navigating your organizations Workday system.
• Sign Out: Ends your sign-in session.

Displays a badge count for your incomplete action items and takes you to your My Tasks.

Displays a badge count for your unread notifications and takes you to your Notifications page.

A field on the Home Page that enables you to find tasks, reports, and people within your organization. Search allows you to narrow results by categories including common, organizations, and all of Workday. Search also allows you to filter results by specified criteria.

For example, if you select the Find Jobs task, you can sort results by organization, location, worker type, etc.

Displays on every Workday page and allows you to access your Workday apps.

Opens a conversational chatbot that helps you quickly complete actions and retrieve information in Workday.

Displays the Workday-delivered Home landing page, or the Preferred Home Page if you select one on the Change Preferences task.

A person with an application for a specific job requisition. You must link candidates to a job requisition for Workday to initiate a job application event.

An event that allows you to change your benefit elections. These include staffing changes (such as getting hired or promoted) and life events (such as getting married or having a child).

"A business process in Workday includes tasks that you can initiate, act on, and complete to accomplish a desired business objective. Business processes are created using a combination of actions, approvals, approval chains, To Dos, or checklists. An action can be a single task or subprocess, which is also a combination of actions, to dos, or checklists. Within the process, you can define conditions to identify whether a step will be initiated. You can create notifications to let a Workday user know that a step has begun or completed, or that a particular review response was selected.

Examples of business processes include Hire, Change Job, Request Compensation Change, and Terminate Employee."

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.

The ratio of a worker's scheduled weekly hours to the weekly hours for the business site. If a worker works 20 hours a week, and the business site weekly hours are 40, then the worker's FTE is 50 percent.

A collection of domain or business process security policies that are related to the same set of product features, for example, benefits or compensation.

The number of workers in an organization.

An employment eligibility verification. A document all workers must complete to verify the identity and employment authorization of each employee.

A benefit event that occurs in your personal life, such as getting married or having a child.

A type of enrollment event. This event controls the benefits open enrollment process. Unlike benefit event enrollment, which a life event or job change can trigger, an open enrollment event applies to an entire employee population.

A process where you receive formal feedback on your performance during a given period of time. This process includes a performance evaluation.

In staffing, an individual you are tracking before employment. In recruiting, a candidate who is in the offer or background check stage.

Any event that changes your position or job, such as a hire, transfer, or promotion. Staffing events usually trigger an opportunity to edit or modify benefit elections.

Supervisory organizations group workers into a management hierarchy and are the primary organization type in Workday HCM. All workers are hired into supervisory organizations. You can configure organization assignments such as company, cost center, and region for supervisory organizations, in addition to unique business processes.

A process in Workday that enables you to gather, evaluate, and report on a range of employee talent information such as skills and experience, performance and potential, career interests, and mobility preferences. The configuration of the talent review template, the Talent Review business process, and your security determine which actions employees and managers take during a talent review.

Your withholding allowance certificate. This will inform an employer how much income tax to withhold from your paycheck.

An employee or contingent worker.

Buttons for commonly grouped tasks and reports. Accessed through applications.

A button that lets you add additional information to any task.

Soft warning message that alerts you about system limitations based on configuration. This message enables you to continue your work without resolving the issue.

A section that lets you attach .pdf files, Word, and Excel documents to a task.

A button that takes you to the previous page.

An icon that opens a calendar to select a date.

A button that disregards a change.

An icon that allows you to change a selection from a task without losing any prior progress.

An icon that allows you to change a selection from a task without losing any prior progress.

A button in the Pay application where you can change your payslip printing election.

An icon used to view a report as a chart.

An icon you can use to leave comments for yourself or other users for a particular page or task.

An icon on the Home page where you can configure the applications that appear on your Home page. Depending on your organization's configuration, some applications may be required, while others are optional. You can also use this icon as a Settings icon.

An icon that removes the current row from a grid.

An icon that opens additional information relating to your task.

A button that closes a confirmation screen.

An icon that enables the user to add and remove information on the page.

A hard warning message that alerts you when there is a critical error. You must correct an error to move forward in a process or to enable your configuration.

An icon used to view a page as an Excel file. This can be restricted using the Export to PDF and Excel domain.

An icon used to narrow down data. Selecting this icon will create a row on your report where you can filter data to display from one or more columns.

Guides you through the fields and sections of a task toward completion.

Located in Worker Profiles, these icons include the location, email address, and phone number that the worker has on file.

A button that displays several additional choices based on the business process.

Account information located in your main menu. Allows you to alter certain account information such as changing your password, changing your preferences, and managing your password questions.

A button that advances you to the next page or the next step in your task's process.

A button to accept and save your changes.

A button to open the desired task.

An icon used to view a page as a printable PDF file. You can restrict this view using the Export to PDF and Excel domain.

An icon that adds a row to the current grid.

A visual indicator that displays the advancing status of a task. It allows you to move forward or return to a previous page within the task.

An icon that presents a list of options for a specific field.

An icon that enables the user to perform additional actions for an object. Possible actions include viewing your current benefit elections, editing your contact information, and requesting time off.

An icon that deletes an area.

A button to request absence from the Request Absence application.

A field with an asterisk indicates you must enter a value for this field before saving or submitting the page.

A button that saves the item in your Inbox until a user takes action on it.

A button to sign out of the Workday system.

A button to accept and submit your changes while advancing the business process to the next step.

An icon to insert a conditional random field into notifications, emails, and other communications.

An icon that links directly to an organized chart of your team and organization. Accessible from the Worker Profile.

A visual depiction of how an organization is structured. It outlines the roles, responsibilities, and relationships between individuals within an organization.

Your continuously updated page. It provides a quick view of your experience, skills, education, and projects.

A compact report displayed as an icon (a tile or a bubble) on any landing page, providing easy access to tasks and information you use regularly. Examples: My Leadership Roles, Open Positions, and Anniversaries.

A named attribute you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.

An off-cycle payment made in addition to a worker’s scheduled on-cycle payment. You can process additional payments as part of a manual payment or on-demand payment.

The period of time, such as current period, month-to-date, quarter-to-quarter, or year-to-date, over which Workday calculates a pay component value.

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.

Examples include base salary, bonus, benefits, commissions, and allowances.

A payment election. You can choose direct deposit as a payment type. If this is elected, any payment from the company will go directly to the bank account specified. You can set up your direct deposit to include several accounts and specify the percentage of payment that you would like to go into each account.

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

A payment, such as a manual payment or on-demand payment, made outside the regularly scheduled payroll run. Reversals and history payments are also classified as off cycle. Off-cycle manual and on-demand payments enable you to issue additional or replacement payments.

A payment made in a scheduled payroll run.

An off-cycle payment that replaces, or is issued in addition to, a worker’s on-cycle pay.

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.

A collection or combination of related earnings, deductions, or pay component-related calculations that are combined to simplify payroll calculations.

Examples include employer-paid benefits, Pre-Tax Deductions, and Federal Taxable Wages.

A defined group of workers that have their pay calculated and processed together.

Type of worker pay, such as a paid salary or a certain amount per unit of time, such as hourly or weekly.

Designates the payment type, (i.e., check or direct deposit), account information for direct deposits, payment order, and the distribution of balance for split payments. Controlled for each type of pay that you receive, such as regular payments and bonus payments.

An online or printed summary of your gross-to-net earnings. Also referred to as a pay stub. Access payslips in the Pay application.

When and how often to process payroll. Defines payment dates and forward accruals, using a Period Start Date, Period End Date, and Payroll Payment Date.

Creates subperiods when there is a mid-period change in the worker’s compensation. It can be based on calendar days or days worked (work shift).

An off-cycle payment that replaces a worker’s on-cycle payment in a period that is in progress or not yet started.

All of your wages subject to a particular tax, including wages for exempt positions and those that exceed a wage cap.

All of your wages subject to a particular tax, excluding wages for exempt positions and those that exceed a wage cap.

Record work hours for submission, approval, and eventual payment through payroll, if enabled. Often this is enabled via the Time Tracking application instead of Payroll.

Income tax withheld from your salary based on a set of criteria. Includes federal, state, local elections, and tax allocations. From the Pay application, view withholding information on the State Elections tab to view or modify your federal elections.

The conditions you must meet to be eligible to receive a particular earning or deduction.

Your marital status, number of elections, exemption status, and other information required for tax collections.

A question or requirement that may result in unintended discrimination of persons along the lines of a protected trait.

Example: A question asked on a requisition may inadvertently yield “yes” answers from all men and “no” answers from all women.

Interviews that are based on the premise that a person’s past performance on a job is the best predictor of future performance.

For example, prompts might include: “Tell me about a goal you reached and how you reached it."

An interview in which the job applicant is given a question, situation, problem, or challenge and asked to resolve the situation.

For example, questions might include: “Two members of your team staffed on the same project are constantly fighting. How would you handle this situation?”

The ability of an individual to perform a task or do a job properly.

An investigation of a candidate’s criminal history to assess the candidate’s trustworthiness and morality, often conducted by third-party vendors.

Corroboration of information provided on a resume, i.e., dates of employment, degrees earned, or accomplishments.

A technical analysis of a candidate’s biological specimen (e.g., hair, sweat, urine) to determine the presence or absence of specified drugs. Often conducted by third-party vendors.

An event where a team of people questions a candidate for a position at the same time.

Used in staffing to identify individuals you are tracking before employment. Used in recruiting to identify candidates who are in the offer or background check stage.

Investigation that verifies dates of employment, title, and role; if the candidate is eligible for rehire; and duties and responsibilities.

A method of conducting a virtual interview with a candidate via video technology.

An electronic indication of intent to agree to approve the contents of a document.

A requisition for high-volume positions for which candidates are always needed.

A job proposal to a candidate that includes such terms as the starting salary, benefits, dates, and times.

A software application that enables the electronic handling of recruitment needs. An ATS can be deployed on a large-scale or small business level, depending on the needs of the company.

Websites that match job seekers with job openings based on relevance, which keyword searches determined.

Examples include Indeed.com, SimplyHired.com, GlassDoor.com

An agency within the U.S. Department of Labor that enforces the contractual promise of affirmative action and equal employment opportunity (EEO) required of those who do business with the federal government.

To publish a job requisition to an internal or external website.

The conversion of a free-form resume into structured information suitable for storage, reporting, and manipulation by a computer.

The process of affecting the visibility of a website or web page in a search engine’s search results.

The job posting or recruiting effort that resulted in a hire. This information helps an organization focus on sources that yield higher rates of hire.

Examples include college recruiting, employee referral, or external corporate website.

Questions to which certain answers are mandatory for job performance.

For example, asking an applicant if they are willing to travel for a traveling sales position.

The most common and default type of searching by entering words or phrases relevant to your topic into the Search box.

The most common and default type of searching by entering words or phrases relevant to your topic into the Search box.

Involves imposing relationships among a group of candidates such that for any two candidates, the first is ranked higher than, lower than, or equal to the second.

A person with an application for a specific job requisition. Candidates must be linked to a job requisition for Workday to initiate a job application event.

The process of narrowing candidates through several different sources.

For example, elements such as resumes, phone screens, and interviews assist in the process of narrowing down candidates until you result in a candidate to whom you can make an offer.

Organizing, automating, and synchronizing the attraction, communication, and management of talent.

For example, maintaining communications and contacting those who may not be ready to submit a resume.

A qualified candidate for employment who is not necessarily looking for work but may be interested if the right job comes along.

A person you are interested in tracking who is not associated with a specific job. You can use tags, prospect types, and prospect statuses to help track these individuals.

A person you are interested in tracking who is not associated with a specific job. You can use tags, prospect types, and prospect statuses to help track these individuals.

A time entry method that copies time blocks from a worker's schedule or from a previous week into the current week on the time entry calendar.

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

A time entry method that enables you to create a time block and copy it to multiple days in a week.

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.

A set of self-service pages that workers use to enter, edit, and submit time when using calendar-based time entry. When using high-volume time entry, workers can view and submit time from the time entry calendar.

Errors or warnings that prevent you from entering invalid time. Critical validations prevent you from submitting time. Warnings appear on the time entry calendar, but do not prevent you from submitting time.

The rules that apply to a specific type of time off, including eligibility rules, whether adjustments are allowed, and limits that differ from the time off plan.

The time you enter in your time entry calendar. Select the time type from a list of time off plans available to you such as maternity or vacation.

A calendar that defines the days and hours that a worker is scheduled to work. In Time Tracking, work schedule calendars affect time entry options, calendar displays, and time calculations.