Lesson 1Custom fields, calculated fields and derived data best practicesLearn best practices fi design custom an calculated fields inna Workday. Understand when fi extend di data model, how fi avoid redundancy, an how derived data support reporting an integrations.
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)Check out how job structure fields like position, job profile, job family, grade, FTE, an time type drive staffing, security, an reporting. Learn design patterns weh support scalability, analytics, an downstream integrations.
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 integrationsCheck out access control design fi HR, payroll, managers, an integrations. Learn how role-based access, supervisory structures, an functional roles combine fi provide secure, proper visibility to employee 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 capture who change what an when through field-level auditing an business process logs. Understand configuration options, reporting, an controls weh support compliance, investigations, an operational transparency.
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 fi configure an govern time an absence fields like work schedules, time off balances, an leave types. Understand how dese fields interact wid payroll, accruals, an compliance requirements inna 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)Understand key employee lifecycle metadata like hire date, service date, probation end, an termination reason. Learn how dese fields drive eligibility, reporting, an compliance across di worker journey.
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)Understand how fi configure an govern legal an payroll identifiers inna Workday, including tax IDs, national IDs, an work permits. Learn formats, validations, security, an regional rules fi reduce risk an ensure compliant payroll processing.
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 workerCheck out how Workday model relationships between worker, position, job, an contingent worker records. Learn how dese objects interact, drive staffing transactions, an support accurate headcount an cost reporting.
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 di core employee data domains inna Workday, including personal, contact, identification, an emergency details. Understand required fields, localization, an how dese domains support HR operations an compliance.
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 fi build an maintain a Workday master data dictionary as a single source of truth. Understand naming standards, ownership, change control, an documentation practices weh support governance an training.
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)Understand how fi structure compensation data fields, including pay components, salary basis, currency, an effective dates. Learn how dese fields support compensation cycles, payroll, an regulatory reporting.
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 center, location, business unit, an supervisory organization fields define work assignments inna Workday. Understand how dese structures support financials, reporting, security, an organizational governance.
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 transitUnderstand data retention, consent, GDPR, an encryption practices inna Workday. Learn how fi configure retention rules, manage subject rights, an protect data at rest an in transit fi meet regulatory obligations.
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 rulesCheck out data validation an input controls inna Workday, including picklists, validations, required fields, an cross-field rules. Learn how fi reduce errors, enforce standards, an improve reporting quality.
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 policiesUnderstand Workday’s security model fi protecting employee data, including domains, security groups, an domain security policies. Learn how fi design least-privilege access while supporting HR, payroll, an business operations.
Domain and business process securitySecurity group types and membershipConfiguring domain security policiesSegregation of duties and risk controlTesting and monitoring security access
