Lesson 1Custom fields, calculated fields and derived data best practicesLearn good ways to make custom and calculated fields in Workday. Know when to add to the data structure, how to stop repeating data, and how calculated data helps with 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)Look at job structure fields like position, job profile, job family, grade, FTE, and time type that guide staffing, security, and reports. Learn designs that grow well, help analysis, and connect 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 at access control setup for HR, payroll, managers, and system connections. Learn how role access, manager structures, and job roles work together for safe, proper viewing 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 for following rules, checks, 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 to set up and manage time and leave fields like work schedules, leave balances, and leave types. Understand how they link to payroll, build-up of leave, and rule 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 stage details like hire date, service date, probation end, and end reason. Learn how these fields guide who qualifies, reports, and rules 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 legal and payroll IDs in Workday, like tax IDs, national IDs, and work permits. Learn formats, checks, security, and local rules to lower risk and do correct payroll.
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 at how Workday links worker, position, job, and temp worker records. Learn how they work together, drive staffing actions, and support right 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 in Workday, like personal, contact, ID, and emergency info. Know needed fields, local setup, and how they help HR work and rules.
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 to build and keep a Workday main data guide as one true source. Know naming rules, who owns it, change control, and docs that help 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 organise pay data fields, like pay parts, salary base, currency, and start dates. Learn how they help pay cycles, payroll, and rule 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, location, business unit, and manager org fields set work tasks in Workday. Know how they help 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, agreement, GDPR, and encryption ways in Workday. Learn to set keep rules, handle person rights, and protect data stored or moving to meet rule 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 at data checks and entry controls in Workday, like lists, checks, needed fields, and cross rules. Learn to cut errors, force standards, and better report 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 policiesKnow Workday security setup for worker data, like areas, security groups, and area policies. Learn to make least-access while helping 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
