Lesson 1Custom fields, calculated fields and derived data best practicesDiscover good ways to create custom and calculated fields in Workday. Know when to add to the data setup, how to stop repeating information, and how data that comes from calculations helps with reports and connections to other systems.
When to create custom fieldsDesigning calculated field logicPerformance and maintainabilityReusing fields across reports and BPGovernance and approval for new fieldsLesson 2Job structure fields (position, job profile, job family, grade, FTE, time type)Look into job structure fields like position, job profile, job family, grade, FTE, and time type that guide staffing, security, and reports. Learn patterns that help grow big, analyse well, and connect smoothly to other systems.
Position management vs job managementJob profiles, families, and job catalogsGrades, grade profiles, and rangesFTE, time type, and worker hoursImpacts on security, staffing, and reportsLesson 3Access control design: role-based, supervisory vs. HR vs. payroll vs. system integrationsLook into access control setup for HR, payroll, managers, and system connections. Learn how role-based access, manager setups, and job roles work together to give safe, right views of worker data.
Role-based access design principlesSupervisory vs functional securityHR, payroll, and manager access needsIntegration user and API securityPeriodic access review and cleanupLesson 4Auditability and change history: best practices for field-level auditing and business process logsLearn how Workday records who changed what and when using field audits and process logs. Know setup choices, reports, and controls that help follow laws, check issues, and keep work open and clear.
Field-level change tracking configurationBusiness process event and step logsViewing and reporting on audit historySegregation of duties and approvalsRetention of audit data for complianceLesson 5Time and absence fields (work schedule, time off balances, leave types)Learn how to set up and manage time and absence fields like work schedules, time off amounts, and leave kinds. Understand how these link to pay, build-up of leave, and law needs in Workday.
Work schedules and schedule calendarsTime off plans and balance fieldsLeave types and eligibility rulesImpact on payroll and accrualsReporting on time and absence dataLesson 6Employee lifecycle metadata (hire date, service date, probation end, termination reason)Know key worker life details like start date, service date, trial end, and end reason. Learn how these fields guide who qualifies, reports, and law following through the worker's path.
Hire, start, and service date fieldsProbation period and review datesTransfer and promotion metadataTermination reasons and categoriesLifecycle-driven eligibility rulesLesson 7Legal and payroll identifiers (tax IDs, national identifiers, work permit details)Know how to set up and manage law and pay IDs in Workday, like tax numbers, country IDs, and work papers. Learn formats, checks, protection, and area rules to lower risks and make sure pay works right by law.
Configuring national and tax ID typesCountry-specific format and validation rulesWork permit and visa data managementSecurity and masking of sensitive identifiersIntegration of IDs with payroll systemsLesson 8Data model relationships: worker vs. position vs. job vs. contingent workerLook into how Workday links worker, position, job, and temp worker records. Learn how these parts work together, start staffing actions, and help count people and costs right.
Worker record as the core entityPosition objects and headcount controlJob profiles linked to positionsContingent worker data structuresReporting across worker typesLesson 9Core employee data domains and key fields (personal, contact, identification, emergency)Learn the main worker data areas in Workday, like personal, contact, ID, and emergency info. Know needed fields, area changes, and how these areas help HR work and law following.
Personal and demographic informationContact and address data standardsIdentification and document recordsEmergency contact configurationLocalization and country-specific fieldsLesson 10Master data dictionary: building and maintaining a single source of truthLearn how to create and keep a Workday main data guide as one true source. Know naming rules, who owns it, change rules, and record ways that help manage and teach well.
Defining scope and data domainsStandardizing field names and labelsDocumenting definitions and usageOwnership, stewardship, and approvalsVersion control and change historyLesson 11Compensation data fields (pay components, salary basis, currency, effective dates)Know how to organise pay data fields, like pay parts, pay base, money type, and start dates. Learn how these help pay rounds, payroll, and law reports.
Base pay and allowance componentsSalary basis and compensation plansCurrency, frequency, and rate typesEffective dating and retro changesIntegration with payroll and bonusesLesson 12Work assignment and location fields (cost center, location, business unit, supervisory org)Learn how cost centre, place, business unit, and manager group fields set work tasks in Workday. Know how these setups help money matters, reports, protection, and group management.
Supervisory organization designCost center and financial alignmentLocation hierarchy and work sitesBusiness unit and company mappingsAssignment changes and reorg impactsLesson 13Data retention, consent, GDPR considerations and encryption at rest/in transitKnow data keeping, agreement, GDPR, and lock practices in Workday. Learn how to set keep rules, handle person rights, and guard data still or moving to meet law duties.
Configuring retention and purge rulesManaging consent and data subject rightsAnonymization and pseudonymizationEncryption at rest and in transitAudit trails for privacy complianceLesson 14Data validation and input controls: picklists, validations, required fields, cross-field rulesLook into data checks and entry controls in Workday, like choice lists, checks, must fields, and link rules. Learn how to cut mistakes, force rules, and make reports better.
Configuring picklists and code setsRequired fields and conditional logicField-level validation rulesCross-field and dependency checksError handling and user guidanceLesson 15Data protection and security model: domains, security groups, domain security policiesKnow Workday's protection setup for worker data, with areas, groups, and area rules. Learn how to make least-access while helping HR, pay, and business work.
Domain and business process securitySecurity group types and membershipConfiguring domain security policiesSegregation of duties and risk controlTesting and monitoring security access
