Lesson 1Custom fields, calculated fields and derived data best practicesLearn best ways to make custom and calculated fields for Workday. Know when to add to data model, how to stop repeating data, and how data wey come from calculation help for reports and connections.
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 how job structure fields like position, job profile, job family, grade, FTE, and time type dey control staffing, security, and reports. Learn designs wey fit grow big, analytics, and connections wey dey follow.
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 access control design for HR, payroll, managers, and connections. Learn how role-based access, supervisory arrangements, and function roles mix to give safe, proper view to 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 dey record who change wetin and when through field-level checking and business process logs. Know setup choices, reports, and controls wey support compliance, investigations, and clear operations.
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 schedule, time off balances, and leave types. Know how dis fields dey work with payroll, accruals, and compliance needs inside 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 cycle data like hire date, service date, probation end, and termination reason. Learn how dis fields dey control eligibility, reports, and compliance through 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)Know how to set up and manage legal and payroll IDs inside Workday, like tax IDs, national IDs, and work permits. Learn formats, checks, security, and area rules to cut risk and make sure payroll dey proper.
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 how Workday dey model connections between worker, position, job, and contingent worker records. Learn how dis objects dey interact, control staffing actions, and support correct headcount and cost reports.
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 main worker data areas inside Workday, like personal, contact, identification, and emergency info. Know required fields, area setups, and how dis areas support HR work and 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 to build and keep Workday main data dictionary as one true source. Know naming rules, ownership, change control, and document ways wey support management and 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)Know how to arrange compensation data fields, like pay parts, salary basis, currency, and effective dates. Learn how dis fields support pay cycles, payroll, and regulation 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 center, location, business unit, and supervisory org fields dey define work assignments inside Workday. Know how dis structures support money matters, reports, security, and org 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, consent, GDPR, and encryption ways inside Workday. Learn how to set retention rules, manage person rights, and protect data at rest and moving to meet regulation 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 rulesCheck data checks and input controls inside Workday, like picklists, validations, required fields, and cross-field rules. Learn how to cut errors, force standards, 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 security model for protecting worker data, like domains, security groups, and domain security policies. Learn how to design least-privilege access while supporting HR, payroll, and business work.
Domain and business process securitySecurity group types and membershipConfiguring domain security policiesSegregation of duties and risk controlTesting and monitoring security access
