Business Process Workflows

Workflow Information

Business process workflows help you visualize the a process in more detail, from the initiation step to the last step, of a business process. Each workflow identifies which security role(s) completes each step and any conditions that determine if a step is triggered or not in Workday. You can learn more about condition steps and more through the Frequently Asked Questions.

Each workflow has two components. There is a workflow diagram which offers a visualization of the process. There is also a corresponding table with workflow details. These tables can contain more information than is provided in the diagrams, like any perquisite information for the Initiation step, for example. If you are looking for a version with only the tables, please see the documents that contain "Text Only Version" in the name.

HCM Workflows

Finance Workflows

Frequently Asked Questions

Why do some business processes have multiple workflows?

Workflows are organized so that they are user friendly while still providing as much detail as possible. In some instances, Elevate created multiple workflows for a single business process to help make the process more clear. Using Create Job Requisition as an example, you'll see that each tenant partner (i.e., UMCP, UMES, UMCES, USMO) has a dedicated workflow. In most instances, Elevate was kept each business process within one workflow.

How can I better understand a workflow?

Business processes with conditional steps can make understanding a workflow feel complicated. We suggest that you go step by step and review the conditions associated with each step. If a step in the process does not apply based on the conditional statements, you can skip it! In effect, your workflow may contain less steps than what is shown.

What is a conditional step?

Conditional steps will trigger only if the specified condition is met; otherwise, the step will be skipped. These conditions are included as notes on the detailed workflows diagrams and in the Notes column of the tables. One example of a conditional step is if the step only applies to a certain tenant parter, like UMCP. In this case, the condition will say "UMCP only."

How will I know who in my supervisory organization has these security roles?

From your worker profile, you will access the "Job" on the left-hand side menu and then select the "Support Roles" tab.  This tab provides a table that provides the assignable role (e.g., Central Absence Partner), the worker(s) who have that role, and the associated supervisory organization or cost center.

How will I know who is up next in a business process?

Business process initiators can view the steps completed so far by clicking 'Details and Process'. By clicking 'Remaining Process', initiators can view the steps remaining to complete the business process. This includes the names of the people who can take action. Initiators, approvers, and reviewers can also access business process information, along with the remaining process, within the Archive section of My Tasks once action has been taken. 

What resources should I use to help my understanding of workflows?

These detailed workflows complement courses and other resources that provide more high-level workflows. The Glossary is a great resource to help you familiarize yourself with terminology. We also suggest checking out the Security Learning Hub and the other Learning Hubs dedicated to different functional areas. Access the Approving in Workday job aid to learn more about the differences between approving and reviewing items. 

Why is there a text-only version of each workflow?

Providing multiple formats of the same material helps ensure that everyone has the same opportunity to learn more about workflows based on their needs and preferences.