Lesson 1Custom fields, calculated fields and derived data best practicesLearn best practices for designing custom and calculated fields in Workday. Understand when to extend the data model, how to avoid redundancy, and how derived data supports reporting and 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)Explore how job structure fields such as position, job profile, job family, grade, FTE, and time type drive staffing, security, and reporting. Learn design patterns that support scalability, analytics, and 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 integrationsExplore access control design for HR, payroll, managers, and integrations. Learn how role-based access, supervisory structures, and functional roles combine to provide secure, appropriate 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 captures who changed what and when through field-level auditing and business process logs. Understand configuration options, reporting, and controls that support compliance, investigations, and 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 to configure and govern time and absence fields such as work schedules, time off balances, and leave types. Understand how these fields interact with payroll, accruals, and compliance requirements 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)Understand key employee lifecycle metadata such as hire date, service date, probation end, and termination reason. Learn how these fields drive eligibility, reporting, and compliance across the 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 to configure and govern legal and payroll identifiers in Workday, including tax IDs, national IDs, and work permits. Learn formats, validations, security, and regional rules to reduce risk and 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 workerExplore how Workday models relationships between worker, position, job, and contingent worker records. Learn how these objects interact, drive staffing transactions, and support accurate headcount and 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 the core employee data domains in Workday, including personal, contact, identification, and emergency details. Understand required fields, localization, and how these domains support HR operations 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 maintain a Workday master data dictionary as a single source of truth. Understand naming standards, ownership, change control, and documentation practices that support governance 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)Understand how to structure compensation data fields, including pay components, salary basis, currency, and effective dates. Learn how these fields support compensation cycles, payroll, and 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, and supervisory organization fields define work assignments in Workday. Understand how these structures support financials, reporting, security, and 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, and encryption practices in Workday. Learn how to configure retention rules, manage subject rights, and protect data at rest and in transit to 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 rulesExplore data validation and input controls in Workday, including picklists, validations, required fields, and cross-field rules. Learn how to reduce errors, enforce standards, and 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 for protecting employee data, including domains, security groups, and domain security policies. Learn how to design least-privilege access while supporting HR, payroll, and business operations.
Domain and business process securitySecurity group types and membershipConfiguring domain security policiesSegregation of duties and risk controlTesting and monitoring security access
