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Business Process Workflows

Business process workflows are now available!

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.

Workflow diagrams contain the visualization of a workflow. The accompanying Workflow Details pages contain the same, if not more information, in table format. Please use the text-only version of the workflow as an accessible format that only includes the tables, if needed.

HCM Workflows

Workflow Name Workflow Links
Create Position Create Position workflow
Create Position (Text-Only Version) workflow
Create and Manage Job Requisition Create and Manage Job Requisition workflow
Create and Manage Job Requisition (Text-Only Version) workflow
Recruit to Hire Recruit to Hire workflow
Recruit to Hire (Text-Only Version) workflow
Search Waiver Search Waiver workflow
Search Waiver (Text-Only Version) workflow
Hire and Onboarding Hire and Onboarding workflow
Hire & Onboarding (Text-Only Version) workflow
Change Job Change Job workflow
Change Job (Text-Only Version) workflow
Add and End Job Add and End Job workflow
Add and End Job (Text-Only Version) workflow
Academic Appointments Academic Appointments workflow
Academic Appointments (Text-Only Version) workflow
Ad Hoc Compensation Ad Hoc Compensation workflow
Ad Hoc Compensation (Text-Only Version) workflow
Time Off and Leave of Absence Time Off and Leave of Absence workflow
Time Off and Leave of Absence (Text-Only Version) workflow
Termination Termination workflow
Termination (Text-Only Version) workflow

Finance Workflows

Workflow Name Workflow Links
Procure to Pay Procure to Pay workflow
Procure to Pay (Text-Only Version) workflow
Change Orders Change Orders workflow
Change Orders (Text-Only Version) workflow
Procurement Cards Procurement Cards workflow
Procurement Cards (Text-Only Version) workflow
Supplier Contracts (Non-Master Contracts) Supplier Contracts workflow
Supplier Contracts (Text-Only Version) workflow
Internal Billing Internal Billing workflow
Internal Billing (Text-Only Version) workflow
Ad Hoc Payments Ad Hoc Payments workflow
Ad Hoc Payments (Text-Only Version) workflow
Accounting Journals Accounting Journals workflow
Accounting Journals (Text-Only Version) workflow
Customer Account & Contracts Billing Customer Contracts & Contract Billing workflow
Customer Contracts & Contract Billing (Text-Only Version) workflow

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.

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