Glossary

Known today as “Leave.” An absence is any time away from work.

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Absence Calendar

Self service page where workers are able to initiate a request for a leave of absence or time off. From here they can also correct time off.

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Self service page where workers are able to navigate to their absence calendar, absence balances, or request a return from leave.

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Information that is specific to individuals who have an academic relationship with the University. This could be for people that are paid or unpaid. This Workday Academic Appointment will have information about the type of relationship - e.g., Professional Track or Tenure Track, as well as Rank and what School/College and Department they are related to. This information will be held at the appointment level, while HR-related information (e.g. FTE, Compensation, etc.) will be held at the position level, if applicable. Both the position and appointment will be attached to the person's Workday profile.

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At the appointment level, an Appointment Identifier will distinguish between primary and secondary as well as joint or joint across institutions. This is a required field on an Academic Appointment.

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Each academic appointment will be associated with a Track Type that defines the academic track to distinguish appointments for TTK, PTK, Librarians, Emeriti, Academic Leadership and Other Faculty

You can configure academic track types to differentiate academic appointments based on rank and eligibility for promotion, tenure, and sabbatical programs. The options you select for academic track types determine the fields that display and/or drop-down options in the Add Academic Appointment, Update Academic Appointment, and End Academic Appointment tasks.

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An organization type that represents a school, college, university, department, or other unit of an institution. These units can recruit prospective students, admit students, offer programs of study or courses, or administer financial aid. Academic units are also used with academic appointments in Workday.

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A Workday organization type that represents a school, college, university, or other unit of your institution. These units are primarily used to assign appointments and assign roles to configure on business processes. If Academic Levels are implemented, you can also use units to recruit prospective students, admit students, offer programs of study or courses, or administer financial aid.

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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.

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Used to record cash activity that took place outside of Workday and needs to be reconciled against a bank statement line. An example would be a bank analysis fee that is withdrawn from our account by the bank and would otherwise not have a reconcilable transaction.

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One-time payments processed by central office members with authority to issue payments. Ad Hoc Payments are accounted for on a cash basis and can be made to almost any Workday Payee record (e.g., supplier, employee, ad hoc payee, etc.).

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An allowance is used for additional compensation paid on a regular ongoing basis with specified start and end dates. The allowance plan is used for compensation paid on a regular basis, such as a biweekly administrative increment allowance. Allowance plans are assigned as part of the Hire transaction, as part of another staffing transaction (promote, demote, transfer), through the Rollout Compensation Plans to Employees task and as a result of using the Request Compensation Change task. The amount specified in the allowance plan automatically flows to payroll for inclusion with the employee’s regular pay. The result is an additional amount paid to an employee with their regular pay.

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The term for when an AP Processor reviews invoices submitted by another AP processor within their unit for accuracy prior to payment.

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A sequence of approvals up through a hierarchical structure, starting with users in the assigned security group. The chain continues up until it reaches the top or meets exit criteria. A common exit condition would be only requiring approval from 2 workers in the approval chain. A variation of this is called "Management Chain", which follows the same logic but routes through Manager, Manager's Manager, and above.

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An action in a business process that designated participants select to progress the event to the next step. In an approval step, you cannot modify Workday fields, only Approve or Send Back.

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Roles are groupings of people with specific permissions and responsibilities, such as Manager, Recruiter, and HR Partner. Roles enable security control for objects such as organizations, fields by functional domain, and spend categories. Roles are assigned to Workers' Positions or Jobs, not to the Workers themselves.

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A time entry option that copies time blocks from a worker's schedule or from a previous week when entering time.

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Workday business object that represents the agreement or contract received by UMD from a 3rd party sponsor. The award captures the issuing sponsor, funding amount, dates, operational parameters, billing detail and other demographics specific to the sponsored activity.

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Designated employees that are signers for each bank account, and whose names will be on the check as either digitalized or wet.

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Base Pay Element

The compensation components that are included in the calculation of base pay for the purposes of determining the compa-ratio and target penetration. Example: Include both base pay and bonuses in the base pay calculation for compa-ratio.

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A rule that identifies the benefit plans, coverage targets, and coverage amounts that employees receive by default when they do not complete an enrollment event.

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An event that gives you the opportunity 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).

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Identifies the events that trigger benefit enrollment, such as open enrollment, new hires, or the birth of a child. It also identifies the coverage types to make available to employees for when an event of this type occurs.

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Identifies the events that trigger benefit enrollment, such as open enrollment, new hires, or the birth of a child. It also identifies the coverage types to make available to employees for when an event of this type occurs.

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A Learning Course that is offered with an in-person (or virtual) instructor-led component, compared to Digital Course (that is digital only with no instructor portion).

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Budget hierarchies enable you to link budgets in a hierarchical structure, making it easier to control and report on multiple plans and budgets simultaneously.

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Budgets structures are the foundation for plans and budgets in Workday. It determines: the plan type, fiscal schedule, dimensions available for defining budgets, etc.

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Budget templates are configured to specify the budget with options including companies, budget name, and time periods.

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Objects used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to columns and rows in a spreadsheet. Workday links related business objects (e.g. a worker is associated with a position, the position to a job profile, etc.). You can "drill into" Business Objects in Workday, depending on your security.

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A business process in Workday is a set of tasks that people initiate, act upon, and complete in order to accomplish a desired business objective. When you initiate a business process, Workday routes the tasks to the responsible roles and enforces security and business rules throughout the business process. These steps can include actions, approvals, approval chains, to dos, checklists, integration steps, and more. Examples of business processes include: Hire, Change Job, Request Compensation Change, Supplier Event, Accounting Journal Event, etc.

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The set of ordered tasks and the security groups that will complete these tasks, which make up an overall business process.

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A singular occurrence of a business process transaction, an event.

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A functionality that pushes content (such as a learning course or survey) to a group or identified audience. Campaigns may be required or not required. Initial launches of a campaign can be followed by subsequent launches depending on triggers and timing set up when creating a campaign.

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Candidates include both prospects and active candidates.

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A Workday job account portal where applicants can search for jobs, check application status, and view offer/hire tasks.

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All active candidates.

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Candidates grouped together based on specific criteria.

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Canceling a business process stops the workflow in progress and reverses changes made to data. One can only cancel a business process that is still in progress; completed business processes need to be rescinded. Cancel is a securable action in a business process security policy.

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The Career Profile Consolidates multiple tasks for managing talent data into a single page, and involves no approval or review step. It can hold certain talent data, like Job History, Skills, Work Experience, and Awards. All other talent data is housed on the Career tab of the Worker Profile.

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The process of a Manager or Unit Initiator (Talent Analyst) cascading goals from their supervisory organizations down. Cascading goals helps align goals across the organization and ensure all users are working towards a similar objective.

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Requisitions associated with Shell Shop punchouts.

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A type of step in a business process that is a collection of To Do steps.

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Citizenship Status

Citizenship status is a field that captures if a Worker is a citizen, permanent resident, or non-citizen.

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Process of permanently closing a position, once it has been vacated or if it’s never been filled.

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Commitments are the setting aside or reservation of funds without a binding contract or legal document with another party.

Commitments in Financial Accounting are created from Requisitions - a reservation of funds to purchase something, but there isn't an agreement with a supplier yet.

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Companies are organizations within Workday that represent the internal business entities within the enterprise and are the primary organization for all business processes. Transactions are always balanced by Company.
Companies can be rolled up into Company Hierarchies and roles are assigned at either the company or the hierarchy.

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A grouping of compensation components, such as salary, commission, and allowance plans, that define/sum up to a unique estimation of earnings for an employee population.

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An increase or a decrease of a salary or hourly plan. In Workday, also includes the addition or subtraction of an allowance plan.

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The umbrella term for compensation packages, grades, grade profiles, and plans that can be associated with compensation eligibility rules.

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A rule that establishes the criteria for how compensation components default to worker compensation assignment during staffing transactions (such as hire or job change).

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Compensation elements link Compensation to Payroll. When a compensation element is attached to a plan that is assigned to an employee, Workday can determine which earnings to use to pay the employee.

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Standard compensation range for a given job or job level that serves as a guideline when entering compensation for an employee.

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A grouping of compensation guidelines (grades, grade profiles, and their associated steps) and plans that you can assign to workers as a set. Packages provide a quick view of the eligible plans for a particular job or group of employees.

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Guidelines for determining which workers are eligible for which components of compensation.

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Allows you to assign different target amounts for an advanced compensation plan (i.e. bonus plan) to different employee populations based on specific criteria like management level or location.

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The step in a business process that indicates that the process is active and the transaction has gone through. When the completion step is finished, Workday lists the business process as complete, even though there can be more steps in the process.

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A condition is part of a business process step and consists of one or more rules. If the condition consists of more than 1 rule and any of them is false, the entire condition is false. Condition rules are used to define logic around which steps should fire for which populations and under which circumstances.

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A set of 1 or more integration templates that provide a framework for building integrations in a particular functional area. The integration can support a specific type of data, or can support a specific endpoint (example: Salesforce.com or Okta).

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Combines multiple approvals that would route to the same worker into a single approval task. Approvers see consolidated information for each step with a link to further details if needed.

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A non-paid worker or non-paid non-worker who may be granted system access or services as appropriate, but they are not paid by the University through Workday.

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Additional cost center added to the asset record for tracking purposes. This will be the department owning the asset, while the true Cost Center for all assets will be "Invested in Plant" to ensure central depreciation.

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Correcting a business process changes the data in the workflow while in progress or already complete. The ability to correct a business process transaction is usually limited to a small group of administrators.

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A worktag that identifies a unit within the University where a budget is typically assigned. Cost centers will roll up into a cost center hierarchy.

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Set-up that instructs Workday what costing worktags to apply to payroll-related operational journals corresponding to employee earnings, employer-paid expenses, employee deductions, composite fringe benefit expenses, fringe benefit recovery and payroll obligations. (e.g., What departments, grants, etc. are getting charged for a worker/position when payrolls and payroll obligations are processed).

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Reports not delivered by Workday and built using the Workday Report Writer. Custom reports can be created as a new report or by copying another standard or custom report. Custom reports are built and supported centrally by the Workday Support team.

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Defines whether a specific health care plan or insurance plan applies only to the employee or also to the dependents, spouse, family, and so on.

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Limits the coverage options available to workers during an enrollment event based on their choice of other benefit plans and coverage amounts. Example: You can limit coverage in a specific plan to a percentage of the total coverage in 1 or more other benefit plans.

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An invoice generated from Shell Shop based on the PO data from the Suppliers website.

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Dashboard

A specialized landing page containing a set of pre-configured applications for a functional area that you can copy or modify.

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The time of day on which a worker's work day and work week begins. Defines the 24-hour period over which daily time calculations execute and the 168-hour period over which weekly time calculations execute. Unless otherwise specified, the default day breaker is 12am.

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Deny is an option for a Worker assigned to approve a transaction. 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 resubmit the process and redo all previously completed steps.

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A Learning Course that is offered on-demand (i.e. enrollment is not required) and does not require a scheduled offering or an instructor. Courses enable several lessons to be combined into one learning package.

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The reason the Primary Recruiter and/or Hiring Manager does not move forward with a Candidate

Example: Candidate A has been dispositioned to “Does Not Meet Minimum Qualifications”

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A grouping of related data used for the purpose of securing access to it.

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Edit Position Restrictions

Updating an unfilled position to reflect restrictions that should be in place when the position is recruited for (required location, job profile, employee type, education, etc.). Edit Position Restrictions should be completed after Change Job processes where the job profile changed, so that the changes made for the Position “stick” when the Position is later vacated.

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Workday process that encompasses the contract and contract creation.

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The highest level category used to group paid Workers, or Employees. Ex: Faulty Regular, Faculty Non-Regular, Staff Regular, Staff Contractual (C2), Staff Contractual (C1), Trainee/Intern, Student Hourly, Graduate Assistant

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Enrollment Event Rule

A rule that defines coverage start and end dates, waiting periods, coverage increase limits, Evidence of Insurability requirements, and other coverage rules and conditions. Rules ensure that the benefits process presents only the options that each employee is eligible for based on the event type.

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Recording actual time worked (in/out time or hours worked) on a timesheet.

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Enterprise Interface Builder (EIB)

An integration tool that enables you to create simple, secure, and customizable integrations with Workday. Alternately, an EIB is a simple integration created by the integration tool. An EIB consists of an integration system, an integration data source, an integration transformation, and an integration transport protocol.

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

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An ongoing, open job posting to which users can submit applications that can be routed to different, more specific job openings. Example: General student employee position.

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Freeze Position

The process of putting hiring into a position on hold for a set period of time. this position can be removed from headcount reporting at the time of freeze.

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Full Time Equivalent (FTE) %

The ratio of a worker's scheduled weekly hours to the default weekly hours (40 hours). If a worker works 20 hours a week, then the worker's FTE is 50 percent.

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A collection of domain or business process security policies that are related to the same set of product features (e.g. Benefits or Compensation).

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Account

A worktag that represents gifts of money as a funding source. They will be used to manage expenses and revenue against spendable gifts, endowment funds, and investments. Gifts will be a ""Driver"" worktag and will have related worktags of Fund, Cost Center, Balancing Unit, Higher Ed Function Code

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Human Capital Management. The term for HR data and associated transactions.

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TBD

Individual Target

An individual bonus or merit target for a worker during a compensation review process that overrides the target defined on the compensation plan.

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Initiation Step

The first step of a business process.

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The user that starts the business process event. Only users with the proper security can initiate a business process.

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Triggers a Workday system operation that transfers data to or from an external application. An Integration step also initiates a separate processing thread.

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Central location for active employees in Workday to find and apply to an organization's positions.

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A Termination marked with a reason that falls in the category of involuntary. This category will be used for routing the Termination business process accordingly and reporting.

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The individual the asset is assigned to. This will be an individual in the system, and the person to locate during fiscal inventory.

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Job-Based Security Group

A security group that includes one or more job-related attributes or objects including job profile, job family, job category, management level, or exempt/non-exempt status.

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This section explains the purpose of the position, minimum qualifications, essential duties/ responsibilities, physical demands with rich-text formatting options.

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A job family is a grouping of similar job profiles, typically used for recruitment and job classification purposes. A job family group is a grouping of job families, a way of categorizing job profiles at a higher level. Job Family and Job Family Group can be used for eligibility rules, reports, and routing of business processes in Workday.

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A structure that defines 1 set of hiring restrictions for all jobs in a supervisory organization, with no specific limits on the number of jobs that can be filled. Hiring into Job Management (JM) supervisory organizations does not require Positions. When a JM Worker is terminated, no Position is left behind.

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The generic features and characteristics of a job or position, such as management level, pay rate type, compensation, skills, and other qualifications. Job profiles group positions with common elements, and these job profile details default into positions, where more specific details can be entered.

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A Job Requisition's pre-selected compensation details from the (primary) Job Profile and any compensation modifications made while creating the Job Requisition. The Job Requisition Compensation typically includes the position's pay range, bonus, and one-time payment information.

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Landing Page

Landing pages display application icons for easy access to the data and tasks available in dashboards and applications. The Home landing page is intended for common applications, such as self-service applications. Optional applications can be added and removed from an individual's landing page through employee self-service.

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The employee training module name in Workday is Learning, but for the purpose of clarity from the Student eLMS (Canvas), the Employee Learning Management System in Workday will be referred to as the "TMS", or Training Management System.

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An extended time away from work with a clear start date and an expected end date.

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Assets, Liabilities, Fund Balance, Revenue, and Expense accounts. Revenue and Spend Categories post to ledger accounts based on account posting rules. Ledger Accounts provide the level of detail needed for core financial statements.

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Learning content and activities that can be stand-alone or a part of a digital or blended course. Differently lesson types include external content, instructor led/classroom training or webinars, media, surveys, or other activities.

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A record of a payment made outside of Workday Payroll used to maintain accurate payroll information. Example: Payments for the exercise of stock options.

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A match event is the process by which the supplier invoice is compared to procurement documents to ensure the validity of the supplier’s record, goods and services before payment. This is done through establishing match rules that compare the supplier invoice against purchase orders, supplier contracts, receipts, etc. There are 2-way, 3-way, and even 4-way matching used by organizations based on their internal requirements.

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Match Exception is the status that an invoice will have when it does not meet the criteria for a successful 2- or 3-way match. Invoices in exception status cannot be paid until the exception is cleared.

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Micro-edit

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

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Decentralized one-time payment request by employees without direct authority to issue payments. Payments are accounted for on an accrual basis and can be made to Miscellaneous Payees only.

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Insurance coverage based on multiples of salary, such as 1x, 2x, or 3x salary.

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Requisitions not associated with Shell Shop. A non-catalog item is an item not included in the standard catalog of items, in this case, Shell Shop.

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Standalone invoice that is not procurement related. This is the equivalent of a Disbursement Voucher in KFS.

Disbursement vouchers will become several different transactions in Workday. Payments to suppliers (see above) will be supplier invoices. Others will be one time payments, ad hoc payments or miscellaneous payments.

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Notifications

Alerts or reminders sent in Workday/via email to specified participants upon entry or exit of a step in a business process.

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Off-Cycle Payment

A payment made outside the regularly scheduled payroll run. Manual, on-demand, reversals and history payments are classified as off cycle.

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Offering

Scheduled instances of a course that include an instructor, date/time, and location that require an enrollment.

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The Onboarding Dashboard is the ‘one-stop shop’ for all things related to an employee’s onboarding. The new hire can view progress of tasks, see a list of people to meet and contacts (as provided by the manager), and be welcomed with a message from their manager.

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A manager can view all completed and in-progress tasks for their employees in one view.

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A payment made in a scheduled payroll run.

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

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Used to give an employee a one-time lump sum payment for a special circumstance or activity.

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Default assignments of Company, Cost Center, Fund, and Balancing Unit on a Worker’s Job/Position. These organizations will default into Costing Allocations.

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Events that result from the passage of time rather than from a specific change to employee data.

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Pay Component Group

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

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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.

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A related calculation that resolves automatically with earnings and deductions. Often used in the earning or deduction definition, can be used to display on pay results.

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

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A set of pay groups that share a period schedule. Used to process multiple pay groups at the same time.

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The payments that result from a settlement run.

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An option available in Workday Absence Management to stop paying workers while on leave. You can configure a run category to pay workers on certain leave types when the Payroll Effect option is enabled for the leave type.

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The Passports and Visa Change business process is used by departments to enter the visa type and expiration date for those Workers that have visas.

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Period Activity Pay is a method of paying employees for fixed term activities and pay arrangements. Each type of pay listed in the corresponding current term will be paid by period activity pay and be listed as an activity when initiating a period activity pay assignment.

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The set of job details for an individual Worker or empty position, including details such as job family, job profile, worker type, location, and time type. Whether a Worker has a Job or Position is based on the staffing model they are in (Job Management v. Position Management).

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A structure that defines different staffing rules and restrictions for each position in an organization. In the Position Management (PM) model, Workers must be hired into defined Positions, which persist if a Worker leaves the University.

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The attributes and conditions that apply to an unfilled position in a supervisory organization that uses the position management staffing model. These restrictions can be used to limit who can fill the position. Example: Job profile, location, qualifications, and worker type.

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Security groups whose members are assigned 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 Pre-Hire.

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In Staffing, an individual you're tracking before employment. In Recruiting, a candidate who is in the Offer, Employment Agreement, Background Check, or Ready for Hire stage.

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Primary: Standard company application questions
Example: The University System of Maryland requires that all students, faculty, and staff on campus be vaccinated against Covid 19. Are you willing to comply with this vaccine requirement?

Secondary: Job-specific application questions
Example: What is your proficiency with utilizing Microsoft Excel?

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Invoice against a procurement document, either a Purchase Order or Supplier Contract.

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A learning element that combines lessons and courses into a curriculum that learners can located, enroll in, and complete.

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A container that captures separate, ongoing costs of a capital project in progress. You can associate multiple projects assets with a project to track costs over the life of a project.

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Someone you are interested in tracking for recruitment who isn't associated with a specific job. You can use tags, prospect types, and prospect statuses to help track these individuals.

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Self-registration request made by a Supplier that wants to do business with the university.

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A punchout is a mechanism that allows a requisitioner to access a supplier's web-based catalog from within Workday. 

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A purchase requisition is a request to purchase goods or services from a supplier.

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Quick Add

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

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A calculation that returns a value, such as hours, rate, or percent.

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Links to external web pages displayed to workers at some point in the business process, for reference.

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Report (step)

A step in a business process that includes a Workday report, to inform the assignee and help them make business decisions.

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Request to purchase goods or services from a supplier. Typically generates financial commitment. May originate ad hoc or from punchout or hosted catalogs.

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On completed business processes, reverses all changes made to Workday data, undoing the transaction. The ability to rescind a business process will be limited to a small group of central security roles.

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A four-character code assigned to transactions to classify the transaction as a specific income, expense, asset, liability or fund balance transaction.

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A security group that specifies one organization role and includes workers in positions defined for that organization role.

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Roles are groupings of people with specific permissions and responsibilities such as Manager, Recruiter, and HR Partner. Roles enable security control for objects such as organizations, service centers, and spend categories.

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Specifies which employees to process, and which pay components to calculate for each type of payroll run.

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Safety Incident

Report of Injury, which is entered into Workday by the Safety Partner role.

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The Salary Plan is used to associate eligible salaried employees with the appropriate base salary compensation elements. Salary plans are assigned as part of the Hire transaction, as part of another staffing transaction (promote, demote, transfer) and as a result of using the Request Compensation Change task. Workday automatically feeds the compensation to payroll for the regular pay period payment.

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The number of hours, out of a maximum total of 40, that a Worker is scheduled to normally work. This number, divided by 40, derives a Worker’s FTE %.

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An action, report, or data that is part of a security policy. You secure access by defining the security policy to restrict access to an item to specified security groups. Related securable items are grouped into domains.

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

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The ability for an Employee as Self or Contingent Worker as Self to initiate a transaction on their own.

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Categorizes costs on a spend transaction. Similar to legacy expense object codes or commodity codes, but mapping may not be 1:1. Spend Categories can be grouped into hierarchies.

A spend category typically provides more detail than the associated ledger account(s). For example a spend category worktag of “meals” or “airfare” provides more detail to a “travel” ledger account worktag. For reporting purposes, “travel” might be sufficient. A cost center may find “meals” and “airfare” useful.

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A structure that defines how jobs and positions are created and filled in a supervisory organization. Workday supports 2 kinds of staffing models: Job Management and Position Management

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An organization category that includes supervisory organizations, matrix organizations, or retiree organizations.

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Reports that Workday creates and delivers to all Workday customers. Some reports contain prompts which are selections that can be displayed prior to executing a report. Prompts allow you to filter for report results.

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Available dimensions (worktags) on plan lines when you create or amend budgets.

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A process that allows Employee as Self to submit the date they would like to be terminated, along with an Employee Resignation Reason. This process triggers Termination to be initiated.

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A business process that can be triggered within another, overarching parent business process. Subprocesses can also stand alone as their own business processes.

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Supervisory organizations group workers into a management hierarchy. Jobs, positions, and compensation structures are associated with sup orgs and workers are hired into jobs or positions associated with a supervisory organization.

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Business entity who provides goods or services
Supplier object has many delivered fields that can be leveraged for reporting.
Examples: tax form; DUNS number, supplier categories, groups, classification.

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Transaction that establishes the scope of goods and services that may be purchased from a supplier and the terms. May generate financial obligation/encumbrance.

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Payment voucher for a supplier. The processing of this transaction is prompted by receipt of a paper/PDF/xml invoice from a supplier.

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Decentralized process where identified department end users can request the creation of a new Supplier, to be reviewed by Procurement.

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Documentation supporting a workers ability to return from leave or supplemental documentation that must be submitted once the worker returns to work.

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The business process to change a Worker’s additional job, if they have multiple jobs/positions, to be their new primary job. A Worker can only have one primary job.

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Talent Review

A process used to collect pre-set talent information from employees in a formalized process. It serves as an alternative to reminding employees to update their talent information on a case-by-case basis, and allows Managers to review information all at once in a single form.

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The date the department intends for a new hire to start. This is a target date and non-binding.

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A step, either standalone or in business process, that you must complete. Tasks that are part of business processes will route to be completed in a Worker's inbox.

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Tenant is a Workday environment or instance. The program will have several tenants during the implementation that will be used for different purposes, based on a combination of the phase of the project and the workstream (HCM, Finance, Technical, etc.). A couple examples of tenants during the Architect phase would be for functional testing (Foundation tenant - umd5) and data conversion testing (Conversion playground - umd3).

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The process of ending a Worker’s employment and no longer working at any of the entities within the ERP (UMES, UMCES, USMO or UMCP).

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The Effective Date of the Termination transaction. This is the last day that the Employee is active; the following day they are considered a Terminee.

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Reason selection from a list of voluntary and involuntary termination categories, to be used for reporting and for routing in the Termination business process.

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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.

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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.

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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 time clock. Workday matches time clock events to form time blocks, which workers can edit and submit.

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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.

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A time entry code describes the type of time a worker enters, such as worked time or meal allowance. To use time entry codes, you must attach them to time code groups, except for the default time entry code assigned to a time entry template.

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A short-term time away from work with a clear start date, end date, and quantity of hours.

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A time period schedule defines which dates are available for entry at a given time and defines which dates are paid in which pay periods. They can line up with pay periods, or, in more complex scenarios, they can be paid on a lag.

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A type of Inbox task to the assigned worker with instructions for completing a task inside or outside the Workday system.This must be marked complete before the workflow will advance to the next step.

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User-Based Security Group

A security group whose members are individual workers. Users in this group are provisioned enterprise-wide permissions needed to maintain and administer the system.

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USource

A worktag that represents former KFS Accounts that are not Grants, Projects, or Gifts. This includes, but are not limited to, State, DRIF, Agencies, and Auxiliaries accounts, USource will be a "Driver" worktag and will have related worktags of Fund, Cost Center, Balancing Unit, Higher Ed Function Code.

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Placeholders for project resources that you can use to assign tasks and perform resource forecasting without specific resource assignments.

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Update Academic Appointment is the business process used to adjust information on an Academic Worker's appointment, separate from their Position. This can be done standalone or as a subprocess of the Change Job process.

If you enter a date that's different than the existing start date, you create a new academic appointment. If you enter a date that's the same as the existing start date, you update the existing academic appointment with your selections on the next page.

If Update Academic Appointment is a subprocess of a staffing business process, the Start Date is automatically populated with the effective date of the parent event.

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Validation Rule

Mechanism to check transactions for accuracy. Results in a warning or critical error.

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View access in a business process allows Workers with certain role assignments to view the status of a business process and report on it. This access also allows the role to see what details were selected in the process, who initiated the process, and the steps that have occurred in the process.

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The ability to see objects or data through the Workday user interface, when permitted in a domain security policy.

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Work Schedule Calendar

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.

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

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An employee or a contingent worker.

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A quick view of each individual Worker's demographic, job, and organization information. Worker data is viewable in the different tabs of the Worker profile, and view/edit access to this data depends on one's security role access.

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

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Worktags are identifiers used to describe and categorize transactions and events in Workday. Like their name implies, they tag a transaction. Worktags enable routing of transactions to the appropriate fiscal officers, who are known in Workday as driver worktag managers. Worktags ensure transparency into which departments or groups are responsible for expenses and revenues.

Typically, you will search for and select worktags on a transaction through dropdown lists.

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