HCM Fundamentals
1. Supervisory Or- -The Foundation of WD HCM
ganizations
-this type of organization groups workers into a management hierarchy
2. Staffing Models Defines how jobs and positions are created and filled in a supervisory organiza-
tions
3. Job Profiles Defines generic features and characteristics of a job and of a position that is built
off the profile
4. Compensation The umbrella term for compensation packages, grades, grade profiles and plans
5. Security A security group is 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
granted access to the users associated with the security group.
6. Business A sequence of one or more tasks that accomplishes a desired business objective
Processes
7. Related action -these features make WD's reports and viewable pages actionable
icon -when you want to act on or make changes to an object
8. Business Objects -WD stores data as business objects
-has fields and instances
9. Basic Navigation -navigation tools
-single and multi-select fields
-standard screen icons
10. Worklets -is a report that can be displayed as a tile on a WD landing page.
-provide users quick access to frequently referenced data and tasks common to a
specific functional area
11. Worklets can be identified as required or optional based on the user's security group(s)
, HCM Fundamentals
12. Required cannot be removed or rearranged from the page
Worklets
13. Optional can be added or removed by the user
Worklets
14. Application -Home
Headers (page -Search
14) -Workday Icon
-Worker Profile
15. Workers Profile -Home
Menu (pg 15) -Inbox
-Notifications
-Workbench
-Sitemap
-Favorites
-Audit
-W:Drive
-Documentation
-Help
-My Account
16. Home The Home landing page uses one consolidated view to display worklets giving
employees, contingent workers and managers access to information and com-
monly used tasks for self-service and manager self service
17. Inbox The Inbox will contain all activity which required of you. When Inbox is selected,
you inbox opens in full-screen mode.
18. Notifications (pg displays notifications regarding business processes and rules-driven alerts such
20) as birthdays and time off
, HCM Fundamentals
19. Workbench provides technical administrators and implementer quick and easy access to all
the tools needed to create and manage custom reports, calculated fields, analytic
indicators and other administrative task and reports
20. Sitemap a list of standard reports and tasks available to you, sorted by functional catergory
21. Favorites this page provides access to a configurable list of favorite business objects, reports
and tasks. Favorites can also be used when searching in prompts
22. Audit a list of all the audit reports and task available to you, sorted by functional area
23. W:Drive The WD drive is a virtual drive in which you can store generated reports. Users can
find the same information through a Reports worklet on the Home landing page.
When a new report is available in our W: Drive, a notification will display in the
application header and in your in Inbox. You can also tag reports to your W: Drive
to make them easier to locate
24. Documentation WD documentation can be used to obtain information on attributes of objects,
system procedures. This link will take users to the Documentation section of the
Workday Community
25. Help To direct your end users to your training and help documents, use the Edit Tenant
Setup - System task and enter your training and help website's URL in the 'Help'
Link field. To add other links, such as one to your support center, create Quicklinks
worklets and include them as required worklets on the Home landing page
26. My Account Allows you to change your preferences and password
27. Gear Icon (at the -you can personalize your land page
top right of each -add or remove any recommended or optional worklets to our from this page
landing page) (pg -specify the order in which you would like these worklets to appear
16)
28. Prompts (pg 16)
, HCM Fundamentals
-help users navigate in search fields
-display all content available to that field, allowing you to drill into folders or levels
to more easily find the value(s) you desire
29. Worklets What is the name of the icon that allows you to view information or perform tasks
on a landing page
30. Inbox (pg 20) is an activity steam that displays business process tasks, approvals and to dos
which require action under the Actions tab
31. Archive tab (pg displays historical actions and business processes within the last 30 days
20)
32. Bulk Approvals Under the action of your Inbox, there is a dropdown icon on the top right that
(pg 20) gives you the option to Bulk Approve items in your inbox, refresh your inbox or
begin delegations
33. Translations (pg -WD can deliver Employee Self Service and Manager -Self Service into over 20
21) languages
-These languages are primarily allocated based on the location the worker is hired
into
-or Profile/My Account/Change Preferences
-The Choices of languages can be restricted using Edit Tenant Setup - Global
34. Custom Labels -if certain terms used by WD do not mach up with the language used in your
(pg 21) company, you do have the ability to override some of these objects labels.
35. Maintain Custom -enables you to create, edit, and delete custom labels which will override the
Labels task (pg original WD term in certain tasks and reports
21) -you can define override values for different variations of the term when relevant,
such as the singular, plural, and possessive forms of the terms (see list on page
22)
36.
1. Supervisory Or- -The Foundation of WD HCM
ganizations
-this type of organization groups workers into a management hierarchy
2. Staffing Models Defines how jobs and positions are created and filled in a supervisory organiza-
tions
3. Job Profiles Defines generic features and characteristics of a job and of a position that is built
off the profile
4. Compensation The umbrella term for compensation packages, grades, grade profiles and plans
5. Security A security group is 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
granted access to the users associated with the security group.
6. Business A sequence of one or more tasks that accomplishes a desired business objective
Processes
7. Related action -these features make WD's reports and viewable pages actionable
icon -when you want to act on or make changes to an object
8. Business Objects -WD stores data as business objects
-has fields and instances
9. Basic Navigation -navigation tools
-single and multi-select fields
-standard screen icons
10. Worklets -is a report that can be displayed as a tile on a WD landing page.
-provide users quick access to frequently referenced data and tasks common to a
specific functional area
11. Worklets can be identified as required or optional based on the user's security group(s)
, HCM Fundamentals
12. Required cannot be removed or rearranged from the page
Worklets
13. Optional can be added or removed by the user
Worklets
14. Application -Home
Headers (page -Search
14) -Workday Icon
-Worker Profile
15. Workers Profile -Home
Menu (pg 15) -Inbox
-Notifications
-Workbench
-Sitemap
-Favorites
-Audit
-W:Drive
-Documentation
-Help
-My Account
16. Home The Home landing page uses one consolidated view to display worklets giving
employees, contingent workers and managers access to information and com-
monly used tasks for self-service and manager self service
17. Inbox The Inbox will contain all activity which required of you. When Inbox is selected,
you inbox opens in full-screen mode.
18. Notifications (pg displays notifications regarding business processes and rules-driven alerts such
20) as birthdays and time off
, HCM Fundamentals
19. Workbench provides technical administrators and implementer quick and easy access to all
the tools needed to create and manage custom reports, calculated fields, analytic
indicators and other administrative task and reports
20. Sitemap a list of standard reports and tasks available to you, sorted by functional catergory
21. Favorites this page provides access to a configurable list of favorite business objects, reports
and tasks. Favorites can also be used when searching in prompts
22. Audit a list of all the audit reports and task available to you, sorted by functional area
23. W:Drive The WD drive is a virtual drive in which you can store generated reports. Users can
find the same information through a Reports worklet on the Home landing page.
When a new report is available in our W: Drive, a notification will display in the
application header and in your in Inbox. You can also tag reports to your W: Drive
to make them easier to locate
24. Documentation WD documentation can be used to obtain information on attributes of objects,
system procedures. This link will take users to the Documentation section of the
Workday Community
25. Help To direct your end users to your training and help documents, use the Edit Tenant
Setup - System task and enter your training and help website's URL in the 'Help'
Link field. To add other links, such as one to your support center, create Quicklinks
worklets and include them as required worklets on the Home landing page
26. My Account Allows you to change your preferences and password
27. Gear Icon (at the -you can personalize your land page
top right of each -add or remove any recommended or optional worklets to our from this page
landing page) (pg -specify the order in which you would like these worklets to appear
16)
28. Prompts (pg 16)
, HCM Fundamentals
-help users navigate in search fields
-display all content available to that field, allowing you to drill into folders or levels
to more easily find the value(s) you desire
29. Worklets What is the name of the icon that allows you to view information or perform tasks
on a landing page
30. Inbox (pg 20) is an activity steam that displays business process tasks, approvals and to dos
which require action under the Actions tab
31. Archive tab (pg displays historical actions and business processes within the last 30 days
20)
32. Bulk Approvals Under the action of your Inbox, there is a dropdown icon on the top right that
(pg 20) gives you the option to Bulk Approve items in your inbox, refresh your inbox or
begin delegations
33. Translations (pg -WD can deliver Employee Self Service and Manager -Self Service into over 20
21) languages
-These languages are primarily allocated based on the location the worker is hired
into
-or Profile/My Account/Change Preferences
-The Choices of languages can be restricted using Edit Tenant Setup - Global
34. Custom Labels -if certain terms used by WD do not mach up with the language used in your
(pg 21) company, you do have the ability to override some of these objects labels.
35. Maintain Custom -enables you to create, edit, and delete custom labels which will override the
Labels task (pg original WD term in certain tasks and reports
21) -you can define override values for different variations of the term when relevant,
such as the singular, plural, and possessive forms of the terms (see list on page
22)
36.
