PowerPoint Presentation

March 2021

Workday Glossary

Table of Contents

Cross Application

Financial

Human Capital Management (HCM)

Integration

Payroll

Time Tracking

Cross Application

Term

Definition

Advanced Report

You can create 3 types of custom reports: simple, advanced, and matrix. An advanced report provides all the features of a

simple report, plus more advanced ones such as accessing related business objects and producing multiple levels of

headings and subtotals. Advanced reports also enable the use of sub

-filters, run time prompts, charts, worklets, and report

sharing, and provide the ability to expose the report as a web service.

Aggregation Security Group

An aggregation security group is one whose members are other security groups. Workers associated with any included

security group are granted access through an aggregation security group.

Approve

Designated participants in a business process, with a defined responsibility in this type of event, indicate they approve the

proposed action. (The business process can proceed to the next step.)

Assignable Roles

You can assign positions to organization roles. Depending on your staffing model, a position may or may not necessarily

have a worker specified.

Business Object

Workday stores your data as business objects

—organizations, workers, positions, and so on—which can be thought of as

database tables or worksheets in Excel. Just as a database table or worksheet has columns and rows, a Workday business

object has fields and instances. A business object is composed of a set of related fields, similar to how a table or

spreadsheet is composed of a set of related columns. Instances of a business object in Workday are like rows in a table or

spreadsheet, with each instance representing a unique occurrence of that type of object such as an organization or worker.

A business object can have no instances, one instance, or many instances. Workday automatically links related business

objects together. For example, purchase order lines are linked to a purchase order header, the purchase order header is

linked to a supplier, the supplier is linked to a company, and so on.

Business Process Definition

The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do

them. Workday includes a number of predefined business processes for different purposes. You can edit the default

definitions for your organization. You can also create different versions of the same business process for different

organizations.

Business Process Instance

A business process that the initiator has started. For example, the Hire Employee for Organization X business process

definition becomes an instance when the initiator uses it to hire a particular applicant.

Business Process Security

Policy

A business process security policy secures the initiation step, step actions and process

-wide actions including view,

rescind, cancel and correct. It specifies which security groups that have access to each action.

Cancel (business process)

Canceling a business process stops the workflow in progress and reverses any changes made to Workday data. It is also a

securable action in a business process security policy.

Cross Application

Term

Definition

Conditions

Conditions are one or more logical matches that are resolved to True or False and used to decide if some action should be

taken. For example, you can add conditions to steps in a business process to determine if the step should run.

Contextual Custom Report

A contextual custom report is a custom report created by selecting Reporting > Create Custom Report from Here from the

related actions menu of a Workday object . It simplifies the selection of data and fields by limiting choices to those relate

to the context of the object.

Correct (business process)

Correcting a business process changes a specification or data in the workflow while in progress. It is also a securable

action in a business process security policy

Custom Objects

Ability to extend Workday business objects by creating custom object definitions based on the business object and adding

custom fields. Custom objects enable you to record additional data for which there’s no Workday

-delivered field.

Business objects are used to store data in Workday (such as organizations or workers). A business object has fields and

instances, which are analogous to rows and columns in a spreadsheet.

Custom Organization Worktag

Definable worktags that you can associate with people or financial transactions. You can: (1) Automatically populate a

custom organization as a worktag into transactions that involve a worker by making the worker a member of the custom

organization. (2) Use custom organizations as worktags to route transactions to specific people based on role.

Custom Report

Custom reports are designed and built by customers using the Workday Report Writer. They can be created new or as a

copy of another standard or custom report.

Custom Worktags

15 delivered worktags with configurable names and values. Each custom worktag associates the

Worktag Usage with

financial, human resource, payroll, or time tracking transactions or data. Optimal when all you need is a simple tag for

financial transactions that do not require any capabilities around roll

-ups, security assignment, or assigning to workers.

Note: custom worktags cannot be used for payroll costing allocations and accounting adjustments.

Dashboard Landing Pages

Several dashboards are delivered with a number of worklets pre

configured that are specific to a functional area, like Talent

Management or Workforce Planning. Since these worklets are built with the report writer and report

-specific calculated

fields, you can copy and modify them if you have unique requirements. You can add additional custom worklets to these

dashboards using the report writer.

Data Source

A data source defines a particular set of business object instances for reporting purposes. A data source is similar to a

database view, except it is more flexible in two key areas. First, a database view always returns a flattened out tabular dat

structure, whereas a data source can return hierarchical data structures. Second, a database view requires that technical

staff manually join related tables together, while a data source automatically allows reportable access to all business

objects related to those in the data source.

Cross Application

Term

Definition

Deny

Designated participants in business processes, with a defined responsibility in this type of event, indicate that they deny the

proposed action The business process is not authorized to proceed to the next step. In some cases, the entire business

process may be terminated, and all Workday data is restored to its state before the business process started.

Derived Roles

Roles can be assigned to a user when he is given a responsibility within a functional area, such as HR partner or

compensation partner for a particular organization.

You can have different roles in relationship to different organizations. For example, you could be a compensation partner

for one organization and an HR business partner for another organization.

Dimension

Some aspect of or perspective on data that you want to use as the basis for analysis. For example, for financial accounting,

you can analyze revenue by customer, by channel, or by marketing campaign. For expenses, you can analyze costs by cost

center or by project. All of these are dimensions. Dimensions are usually created with worktags.

Domain

A domain is a collection of related securable items such as actions, reports, report data, report data sources, or custom

report fields. Each domain is secured by a domain security policy.

Domain Security Policy

A domain security policy is a collection of related securable elements of different types and user

-specified security groups

that have access to elements of each type.

Drilldown

Matrix reports enable you to drill down to see underlying data. When you click on a drillable element (such as a drillable

field in the table view or a column, line, or pie segment in the chart view), a context menu appears that enables you to select

a new View By field. If the Enable Drilldown to Detail Data check box is selected on the Advanced tab of the report

definition, you can also select Details associated with the selected report element.

Event

A transaction that occurs within your organization, such as hiring or terminating an employee.

Field (reporting)

In a Report Writer report, a field contains data related to a particular primary or related business object.

Filter

Sorts out undesired data, used when creating reports with Report Writer.

Functional Area

A functional area is a collection of domain or business process security policies that are related to the same set of product

features, for example, Benefits or Compensation.

Get (permission)

Get is an integration action that retrieves Workday data. It is a permission that can be granted in a domain security policy.

Intersection Security Group

An intersection security group is one whose members are other security groups. Workers associated with all included

security groups are granted access through an intersection security group.

Initiation Step

An initiation step is the first step of a business process.

Instance

An instance refers to one unique occurrence of a business object, for example, your Executive Management organization,

or John Doe, the worker.

Cross Application

Term

Definition

Job-Based Security Group

A job

-based security group includes one or more job-related attributes or objects including job profile, job family, job

category, management level, or exempt/non

-exempt status.

Landing Page

Landing pages display a collection of different worklets to enable you to quickly view data and perform tasks. There are

different landing pages and display formats (grid or wheel) to support different functions. Some common landing pages

are My Workday, My Workday 2.0, All About Me, and My Team. There are other specialized landing pages, such as

dashboard landing pages.

Location Membership Security

Group

A location membership security group is one whose members are any workers assigned to that location.

Matrix Report

You can create 3 types of custom reports: simple, advanced, and matrix. A matrix report forms the foundation for custom

analytics. It summarizes data by one or two fields that contain repeating values. The resulting matrix is displayed as either

a table or chart that users can drill through to see the associated details. You control the specific detail data users shoul

see when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such

as filtering, run time prompts, worklets and report sharing.

Modify (permission)

Modify is an action through the Workday user interface that can be permitted on securable items in a domain security

policy. It includes view permission.

My Workday

The My Workday landing page displays a grid of worklets such as Inbox and My Requests. You should enable My Workday

only for administrator and professional roles, not for Employee Self Service or Manager Self Service. Workday recommends

that you keep the number of worklets on My Workday to a minimum. The number of worklets on My Workday affects

display performance.

My Workday 2.0

The My Workday 2.0 landing page is home to the Workfeed worklet. It is designed to optimize performance, and therefore

is limited to displaying the Workfeed plus 4 additional worklets. This limit ensures that users cannot place a large number

of worklets (some of which may be computationally intensive) on a page that is frequently accessed. It is recommended

that you use the Dashboard landing pages for additional analytical worklets that users might need.

Organization Security Group

An organization security group is one whose members are any workers assigned to that organization.

Primary Business Object

When defining a report, the primary business object is the business object returned by the data source.

Predefined security Group

Workers are assigned to the predefined security groups through a business process. These groups cannot be changed

except by reversing the business process or executing a new business process, such as applying for a position, or being

hired. Examples include: Employee, Contingent Worker, and Applicant.

Cross Application

Term

Definition

Prompt (reporting)

A Report Writer report can be defined so that it prompts the user for filtering criteria when they run the report. Report

prompts can also be "built in" to a data source.

Put (permission)

Put is an integration action that adds or changes Workday data. It is a permission that can be granted in a domain security

policy.

Related Business Object

When defining a report, fields that return objects related to the primary business object are said to contain related business

objects. These related objects may have their own set of fields that can be included in the report as well.

Report Data Sources

Predefined groups of logically related fields, used when creating reports with Report Writer, which define the data in the

report row. For example, the report data source “Employees” contains contact information, personal data, and identification

information. Report data sources also include which roles have access to see the report data.

Rescind (business process)

Rescinding a business process operates on completed business processes. It completely reverses all changes made to

Workday data. It is also a securable action in a business process security policy.

Role-Based Security Group

A role

-based security group specifies one organization role and includes workers in job positions defined for that

organization role.

Roles

Roles define a group of people with specific responsibilities and permissions. When a business process runs, the role for

each step includes all of the workers in that role in the business process target organization.

Securable Item

A securable item is an action, report, or data that is part of a security policy. You can secure access by defining the secur

ity

policy to restrict access to the item to specified security groups. Related securable items are grouped into domains. Also,

business

-process-related actions are securable items.

Security Group

A security group is a collection of users, or a collection of objects that are related to users. Allowing a security group

access to a securable item in a security policy grants access to the users associated with the security group.

Segment

A security segment is a grouping of related securable items, such as pay components, that can be secured together using a

segment

-based security group for that segment.

Shared Report

A custom report that can be used by users other than the user who created the report. Can be shared by user, group or

security role. Reports must be shared to use are worklets

Simple Report

You can create 3 types of custom reports: simple, advanced, and matrix. A simple report provides straightforward design

options for the beginning or occasional user to create reports quickly and easily.

Cross Application

Term

Definition

Standard Report

Standard reports are reports that come delivered with Workday. They are developed by Workday and are delivered to all

Workday customers. Depending on the reporting requirements, standard reports may be defined using the Workday Report

Writer or in

XpressO (Workday's internal development tool). Standard reports that were designed using the Report Writer

can be copied to create a custom report and then modified according to your requirements.

Subfield

Subfields are additional details about a field, like a master/detail relationship. Subfields are used when creating reports

using Report Writer.

Target

The object that a business process operates on. For example, for business processes that deal with an employee record,

the target is the employee. For business processes that deal with a financial object, such as an accounting journal, the

accounting journal is the target. Since the target determines the organization, it controls which business process custom

definition Workday uses.

Task

A business process step that you must complete. For example, task alert notifications are triggered by steps in a business

process.

Temporary Report

You have the option to make any custom report temporary. When creating or copying simple report types, you can select

the Temporary option when creating the report, resulting in automatic deletion of the report after 7 days. Similarly, for

advanced and matrix report types, you can set the Temporary option when creating the report, and by default the report will

be deleted automatically after 7 days. You change the default deletion date on the Advanced tab of the report definition.

To-Dos

-Dos are reminders to do something outside of the Workday system. They can be part of business processes, and have

to be marked complete before the workflow will go to the next step.

User-Based Security Group

A user

-based security group has workers as members. When used in a security policy, it grants access to the securable

items to all members of the group.

View (business process)

Viewing a business process means seeing its status and reporting on it. This is a securable item in a business process

security policy.

View (permission)

View is the ability to see objects or data through the Workday user interface, when permitted in a domain security policy.

Cross Application

Term

Definition

Workfeed

Workday provides a special

Workfeed worklet modeled on the idea of an activity stream (like activity streams in Facebook

and Twitter and many other modern applications). The

Workfeed presents an actionable view of content items of interest

to you, arranged chronologically. This enables you to see and act on pertinent tasks and content items, from a combination

of sources, all presented in a simple time

-line view. The Workfeed should be configured as a required worklet on the My

Workday 2.0 landing page.

Workflow

Workflow defines who can perfrom each task in a business process and provides a routing mechanism to move the task

from one user to another

Worklet

A compact report displayed as a "tile" on the My Workday page, providing easy access to tasks and information you use on

a regular basis. Examples are My Leadership Roles, Open Positions, Anniversaries, and so on.

Worktag

A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can

create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer

to an expense in an expense report or a product sales event.

Financial

Term

Definition

Account Summary (Ledger

Account Summary)

A grouping of ledger accounts. For example, you can group all assets that are considered current assets to easily

reference them. Individual accounts can appear in multiple account summaries.

Account Translation Rule Set

A set of rules that dictate how monetary amounts in individual accounts are translated into a different currency.

Translation rule sets are defined at an account

-set level and apply to each account in that account set.

Base Currency

Also know as default currency. The primary currency in which a company does business and reporting. For financial

accounting, a company must have a base currency defined.

Budget Structure

Criteria for building budget or forecast budgets. Types of budget structures include financial, staffing and position. Budget

structures can be configured to require approval, organized by dimension type (such as cost center or region), and updated

with amendments.

Company

Usually represents a legal entity, and is the primary entity for recorded business transactions and financial reports. A

Workday company equates to a single tax ID within an enterprise. A company is a type of Workday organization.

Currency Rate Type

Allows you to establish more than one conversion rate for the same currency pair during the same time frame. For

example, one rate type can apply to the daily rate used in operational transactions, and then average and historical rate

types can be used for financial reporting. The default rate type is used in all operational activity. You can define names fo

currency rate types; typical names are Period Average, Daily, End of Day Daily, and Historical.

Current Asset

An asset on the balance sheet that is expected to be sold or otherwise used up in the near future; usually within one year or

one business cycle (whichever is longer). Typical current assets include cash, cash equivalents, accounts receivable,

inventory, the portion of prepaid accounts that will be used within a year, and short

-term investments. On the balance

sheet, assets are typically classified into current assets and long

-term assets.

Customer Invoice Adjustment

A change to the amount a customer owes, and can be an increase or a decrease in the amount due.

Credit Memo

In Workday, a credit memo is a customer invoice adjustment that decreases the amount due. A credit memo for suppliers

is a supplier invoice adjustment that decreases the amount owed.

Debit Memo

In Workday, a debit memo is a customer invoice adjustment that increases the amount due. A debit memo for suppliers is

a supplier invoice adjustment that increases the amount owed.

Depreciation Profile

Determines how a resource will be depreciated, and specifies the depreciation method and depreciation start date. Each

resource category is assigned one depreciation profile, and each resource depreciation profile is defaulted by its resource

category.

Financial

Term

Definition

Independent Contingent Worker

An independent contingent worker (ICW) not represented by a supplier, and accounted for as a 1099 supplier. You issue

purchase orders to, create receipts for, and pay ICWs just as you do suppliers.

Multicurrency

Companies use a base currency for transactions and reporting. Each company in a tenant can have its own base currency.

When a transaction currency is different than the company base currency, the transaction is recorded in the transaction

currency and automatically converted to the base currency. You can also define default currencies for customers and

suppliers.

Open Item

Supplier and customer invoices that have an amount owing or due. For expense reports, a line item to be paid or

reconciled.

Pay Group

An organization type that groups workers and the rules controlling pay calculations. Each worker receiving pay through

Workday payroll must be a member of one, and only one, pay group.

Payment Category

The classification of a payment; for example, supplier payments, expense payments, and payroll payments.

Payment Election

Allows workers to designate how they want to receive payroll and expense payments. For electronic payments, the worker

can set up one or more bank accounts. The payment election specifies the currency, pay types (such as check or direct

deposit), and payment allocation amounts for each worker bank account. Workers can set up payment elections for payroll

(or payroll interface) and expense payments.

Payment Group

Created as the result of a settlement run. Payments are grouped by payment category (supplier, expense, payroll, ad hoc

supplier), bank, bank account, payment type (check, EFT), maximum payments in file, and integration system. Payments

are also grouped by company, currency, and country.

Payment Type

A valid form of payment you use to pay invoices, payment elections, and other payments. Payment types are user

configured, and each payment type is mapped to a payment method, whose values are delivered by Workday. For example,

a credit card payment method could be mapped to the payment types such as Visa, Mastercard, and American Express.

Pay Run Group

A group of one or more pay group/run category combinations that share the same period schedule. In the Run Pay

Calculation task, you can start a payroll processing run for multiple pay groups as a single action when they are part of the

same pay run group.

Position Budget

An annual budget for planned compensation for a position. Spend and projected spend for the position can be tracked

against the budget.

Financial

Term

Definition

Prenotifications (Prenotes)

Optional live or zero

-dollar entries that are sent through the Automated Clearing House (ACH) to a financial institution to

verify account and related information before sending or receiving actual direct deposits. If the prenote amount is not zero,

cash is transferred to the account.

Public Requisition Template

These templates are specific to a company and can be used by all authorized workers. Only buyers and service

coordinators can create or edit public templates. To provision new workers automatically, a template must be public.

Requisition Template

A collection of goods and services that makes the requisition process simpler, faster, and more manageable.

Resource

Any item you want to track, from company vehicles to software licenses and access cards. For capital resources, you can

capture the acquisition cost and record depreciation based on the depletion schedule attributes. You can also track

resource custodianship.

Resource Category

When you set up expense items and purchase items, you assign a resource category. It is a classification in procurement

and resource management that provides a logical grouping to search and report on acquired items and services. It can

also be used to drive different accounting behavior as it is a dimension in account posting rule types used in procurement

and resource management.

Revenue Category

When you set up sales items, you assign a revenue category. It is a classification in customer contracts and billing that

provides a logical grouping to search and report on items and services you sell. It can also be used to drive different

accounting behavior as it is a dimension in account posting rule types used in customer contracts, billing, and accounts

receivable.

Settlement Run

A group of items to be paid (such as supplier invoices and expense reports), and payments (paychecks and ad hoc

supplier payments) that is treated as one unit when selecting and settling payments.

Supplier Invoice Adjustment

A change to the amount a supplier owes and can be an increase or a decrease in the amount due.

Translation Method

Identifies the translation type (average, current, custom, or historic) to translate currencies using fiscal year criteria.

Translation Type

Workday provided translation types are preconfigured translation methods used to fill in the rate type. They do not provide

default or allow rate types, because rate types are tenanted. The custom translation type provides full control over setting

up the translation method.

Human Capital

Management (HCM)

Human Capital Management (HCM)

Term

Definition

Accrual

Defines how much time off employees can accrue, the timing of the accrual, and other rules. Can define eligibility rules, a

frequency, and limits that differ from the time off plan.

Annualization Factor

The multiplier, which you set, used to calculate an annual amount of compensation for compensation plans. Each

compensation plan has a frequency of payment, and each frequency has an annualization factor.

Base Pay Element

The compensation components that will be included in the calculation of base pay for the purposes of determining the

compa

-ratio and target penetration.

For example, you can choose to include both base pay and bonuses in the base pay for purposes of determining the

compa

-ratio.

Benefit Coverage Type

A type of benefits coverage. For example, you can define Medical, Dental, Vision, Group Term Life, Long Term Disability,

and Short Term Disability benefit coverage types. Each type can contain one or more specific benefit plans.

You can set rules for benefit elections at the benefit coverage type level. For example, you can restrict an employee to

selecting only one plan of a specific coverage type. You can also specify which coverage types are available for employee

election during which benefit events.

Benefit Defaulting Rule

Identifies the benefit plans, coverage targets, and coverage amounts that employees receive by default when they do not

complete an enrollment event.

Benefit Event

An event in the employee's life that gives the employee the opportunity to change benefit elections. These include staffing

changes (for example, getting hired or promoted) but also "life events," for example, getting married or having a new child.

Benefit Event Rules

These rules specify coverage increase limits, EOI requirements, waiting periods, and other rules and conditions of

enrollment for benefits enrollment events.

Benefit Event Type

Identifies the events that trigger benefit enrollment, for example, open enrollment, new hires, or the birth of a child. It a

lso

identify the coverage types to make available to employees for when an event of this type occurs.

Benefit Group

Identifies workers who qualify for similar benefit plans and elections. Workday builds benefit groups dynamically based on

eligibility rules that control group membership; all workers who meet the criteria specified in a group's eligibility rules a

automatically assigned to that group. For example, you can create benefit groups by defining eligibility rules that assign

executive management staff to one group, salaried employees to a second group, and hourly employees to a third group.

Human Capital Management (HCM)

Term

Definition

Benefit Plan

Defines the following:

•

The coverage levels or amounts available to employees enrolling in an insurance, health care, defined contribution, or

spending account plan.

•

The target populations for a plan (for example, employee, employee + spouse, or employee + children).

•

Eligibility for benefits, including which benefit groups are eligible for the plan.

•

Restrictions on the age of covered dependents.

•

Plan rates and costs.

Benefit Validation

Restricts the coverage options available to workers under a specific benefit plan. For example, you can restrict the

maximum age of dependents covered under a plan or the maximum and minimum coverage amounts.

Bonus Process

A sequence of one or more tasks related to defining, targeting, and awarding a bonus to employees. In this process, a

compensation administrator creates the bonus plan definition. The administrator or manager assigns the bonus plan to

employees through one of various means. Assignment of the plan determines eligibility for the bonus event. The

administrator sets up the bonus process, which funds the bonus pool, and then launches the process on the specified

event date. Workday creates bonus events for employees based on their organization. Managers review the target bonus

for their employees and submit bonus proposals for review. Once approved, the employees receive their bonus.

Business Site Location

A worker's work location. This value influences many processes, including compensation and staffing.

Carryover Limit

The maximum amount of time off employees can carry over from one balance period to another.

Company Insider Type

Enables you to track which employees are considered company insiders for reasons of stock purchasing. You can track

company insider status on job profiles and, by extension, each worker with that job profile.

Company Performance

Scorecard

Lists and weights each criterion used to evaluate company performance. You can use scorecards to track company

performance as standalone information or to influence funding up

-front for a particular bonus plan.

Compensation Basis

A user

-defined grouping of compensation components; such as the sum of salary, allowance, commission, bonus, future

payment, stock and retirement savings plans. Workday enables you to specify which compensation plans should be

included in the compensation basis calculation. This calculation can be used to view employee compensation in Workday

and in the bonus process to provide target pools and individual target amounts.

Human Capital Management (HCM)

Term

Definition

Compensation Component

The umbrella term for compensation packages, grades, grade profiles, and plans.

Compensation Defaulting Rule

Establishes the criteria for how compensation components default to worker compensation during staffing transactions

(hire, promote, demote, transfer). Compensation defaulting rules ease data entry by automatically defaulting compensation

components (packages, grades, grade profiles, and plans) to worker compensation for employees who meet the rule's

eligibility requirements.

Compensation Element

The smallest unit of compensation for a worker in a specific position. Workday uses compensation elements to determine

the amount, currency, frequency, and other attributes of a worker’s compensation. Compensation elements are linked to

compensation plans. For example, Base Pay, Car Allowance, and Commission can be mapped to any compensation plan,

but not to merit plans. Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface

to include the applicable compensation in payroll. A Compensation Element Group is a collection of compensation

elements. For example, the group Standard Base Pay can be comprised of multiple compensation elements.

Compensation elements do not need to be grouped, and groups are optional.

Compensation Matrix

Defines the bonus,merit and stock increase range based on employees' overall performance rating, retention rating,

eligibility rule, or their salary range quartile. You can use a compensation matrix to generate a bonus,merit or stock pool,

giving you the basic cost forecasting necessary to pay for performance (bottom

-up budgeting), or you can use the

compensation matrix as reference guidelines only but have a separate pools (top

-down budgeting).

Compensation Package

A grouping of compensation guidelines (grades, grade profiles, and their associated steps) and plans that you can assign

to workers as a set. Packages provide a quick view the eligible plans for a particular job or group of employees.

Compensation Plan

A component of pay that you use to assign monetary amounts to a worker's pay. For example, a salary, an allowance, or a

bonus. Some compensation plans, for example, a commission, are discretionary. You are not paid from these

compensation plans in every paycheck. By contrast, other plans, like a salary plan, are included in every paycheck.

Compensation Rule

Guidelines for determining which workers are eligible for which components of compensation.

Compensation Step

A specific monetary amount within a grade or grade profile. Steps defined on a grade profile override any steps defined on

the grade.

Compensation Structure

The arrangement of compensation grades, grade profiles, plans, and packages you create to best fit your company's

compensation needs. Administrators, partners, and managers can use these compensation components and

compensation eligibility rules to assign and update a worker's compensation plans.

Human Capital Management (HCM)

Term

Definition

Compensation Target Rule

Used to segment your employee population for assignment of compensation plans:

•

Specify one or multiple target populations within a bonus or merit plan, defaulting compensation differently for each

target.

•

Roll out compensation plans (allowance, bonus, commission, merit) to a target population of employees, or remove

them.

Compensation Waiting Period

A rule that defines when employees become eligible for a merit or bonus plan. You base the rule on a single value, such a

hire date.

Competency

A functional or technical ability that is needed to perform a job. In Workday, you can associate competencies with job

families, management levels, job profiles, and positions.

Contingent Worker

A worker who is not an employee. You can use contingent worker types, such as contractor or consultant, to categorize

and track contingent workers in your organization.

Coordinated Time Off

See Intermittent Leave.

Country Region

Political entities (such as states, provinces, cities, or other legislative entities) where specific laws and regulations req

uire

companies to track and report on unique kinds of worker and job information.

Coverage Target

Defines whether a specific health care plan or insurance plan can be used by only the employee or also by the employee's

dependents, entire family, spouse, and so on.

Cross Plan Dependency

Limits the coverage options available to workers during an enrollment event based on their choice of other benefit plans

and coverage amounts.

For example, you can limit coverage in a specific plan to a percentage of the total coverage in one or more other benefit

plans.

Defined Contribution Plans

A type of benefit plan where employees make contributions to 401k and 403b accounts. You can establish defined

contribution plans and add these plans to benefits programs. Your employees can make or change defined contribution

elections at any time, and those changes are sent to payroll for the periods in which the elections are effective.

Eligibility Rule

Specify one or more criteria that categorizes workers into a group that is used to qualify them for participation in an HR

related task. For example: Benefit Plan, Compensation Plan, Employee Review.

Human Capital Management (HCM)

Term

Definition

Employee Type

A user

-defined type that you assign to each employee when the employee is hired. For the most part this designation is

informational only; you can search or filter employees by their employee type. However, you can designate a type as Fixed

Term Employees, and employees of that type have fixed end dates of employment.

Enrollment Event

Any event that results in a gain or loss of benefits coverage. This encompasses both open enrollment and benefit events,

such as a new hire, a termination, the birth of a child, and a job change. For each event, you must specify the benefit plans

and elections that become available or are lost to employees as the result of that event. For example, you can make

medical, dental, basic life, supplemental life, and visions plans available to new hires; by contrast, for the birth of a chi

ld,

you might make only basic life, supplemental life, and medical coverage available to affected employees.

Enrollment Event Rule

Defines coverage start and end dates, waiting periods, coverage increase limits, Evidence of Insurability requirements, and

other coverage rules and conditions. This ensures that the benefits process presents only the options for which each

employee is eligible based on the event type. Defined at the benefit group, enrollment event, and benefit type levels.

Frequency

Used in compensation and payroll to help calculate worker compensation and pay.

Full Time Equivalent (FTE) %

The ratio of a worker's scheduled weekly hours to the business site's weekly hours. If a worker works 20 hours a week and

the business site's weekly hours are 40, then the worker's FTE is 50 percent.

Future Payment Plan

A type of bonus plan that can be paid out over multiple bonus plans, one

time payment plans, or both. Any remaining target

amount can be paid in a final true up payment.

Grade Profile

A breakdown of a compensation grade by functional task, geographical region, or other categorization your business

requires. A profile allows you to assign more granular compensation ranges to workers.

Headcount

The number of workers in an organization.

Headcount Group

The basic unit of the headcount management staffing model. You can create one or many headcount groups for an

organization, each with its own definition and hiring restrictions. You specify a fixed number of positions to fill in the

headcount group, and hiring can continue until all positions are filled.

Headcount Management

Staffing Model

One of the three staffing models available to use in your organization. It allows you to create one set of hiring restriction

that applies to all positions in the headcount group. As a result, headcount management does not provide the same level

of control over individual positions that you have with position management. This model is particularly useful for

organizations that hire large numbers of workers into the same or similar jobs with the same or similar requirements and

restrictions.

Human Capital Management (HCM)

Term

Definition

Headcount Plan

A headcount plan forecasts the number of workers necessary to achieve business goals in a specified period of time. This

is a foundational component of workforce planning. You can create headcount plans with different statistic types,

dimensions, and time frames; link to financial budgets; and pre

populate headcount plan data. Headcount plan reports help

you understand whether organizations are hiring to plan, headcount is allocated correctly, and you have the right workforce

to support your goals.

Health Care Classification

The user

-defined type of provider organizations for a health care plan, such as PPO, EPO, HMO, and DHMO. It is

informational only.

Hiring/Position Restrictions

Use hiring restrictions to define rules and conditions for holding jobs and positions in a position management, headcount

management, or job management organization. Hiring restrictions enable you to:

•

Limit staffing to specific job families and job profiles.

•

Restrict the business sites where a job or position can be filled.

•

Define the required qualifications, experience, and skill levels of workers hired into a job or position (position

management organizations only).

•

Limit staffing for a job or position to a specific worker type (employees or contingent workers).

•

Limit staffing for a job or position to a specific time type (full or part-time workers).

Hukou

Used in China, a hukou is a type of residency permit used to grant eligibility and rights. Workers with a local hukou are

entitled to the full spectrum of social rights and welfare benefits. Without a local hukou, workers can hold only a temporary

residency certificate. Temporary residence certificate holders are referred to as non

-locals.

Individual Target

Either an individual target assigned to a worker in worker compensation (different from the plan target) or the target for

each employee calculated by Workday during the bonus or merit process, based on configuration options.

Intermittent Leave

A single leave of absence taken as separate blocks of time. To facilitate tracking, you can coordinate time offs with leaves

of absence. Validation rules and supporting data for coordinated leaves and time offs can reference combined balances.

For example, eligibility and validation rules can check to see if an employee has a sufficient balance across coordinated

leave types and time offs to take all days in a leave of absence or time off request.

Job Catalog

The collection of user

defined job family groups, which each contain job families, which each contain job families, available

for use in hiring and other staffing transactions.

Human Capital Management (HCM)

Term

Definition

Job Category

Attached to a job profile, user

-defined job categories allow you to track additional job information. You can define any job

category that fits your business, for example, whether specific workers, jobs, or positions are "Direct Labor" or "Indirect

Labor." The job category is displayed on the position

—based on that position's job profile's job category—which facilitates

reporting at the position level.

Job Classification (Group)

Job classifications are required for many kinds of job

-related regulatory reporting and can be used to categorize job

profiles. A job classification group is the means by which you group and maintain individual job classifications.

Job Family (Group)

A grouping of job profiles, which in turn may be assigned to a job family group, so you can organize job profiles according

to how your organization works.

Job Level (Hierarchy)

Categorizes job profiles (and their associated jobs and positions) based on compensable factors such as the level of

education, experience, or training required to perform a job. Job profiles are assigned job levels, and those job levels are

organized into a hierarchy.

Job Management Staffing

Model

One of the three staffing models available to use in your organization. It provides the least control over the definition of

individual positions: the hiring restrictions you define apply to all jobs in the supervisory organization, and you can defin

only one set of hiring restrictions per organization. In addition, with job management, you don't set specific limits on the

number of jobs that can be filled. This model is particularly useful for organizations that prefer to define broad job

requirements and rely on staffing workflows and approvals to control the number of workers in a supervisory organization.

Job Profile

Defines generic features and characteristics

—such as company insider type, pay rate type, and competencies and

proficiencies

—of a job and of a position that uses that profile. The more specifically defined a job profile is, the more

specifically defined those jobs and positions will be, by default. Job profiles are the most specific element in the job

catalog: job profiles make up job families, which make up job family groups.

Leave Family

A set of similar leave of absence types. For example, a company

-specific family might include disability leave and

bereavement leave, while a separate regulatory family might include jury duty, family medical leave act (FMLA), and similar

leaves. Workday displays the leave family name as a category of leave types for requesters to select from when entering

leave requests.

Leave of Absence Rule

Can be used to define worker eligibility for leaves of absence and to define validations that prevent users from submitting

invalid leave requests.

Human Capital Management (HCM)

Term

Definition

Leave Type

Defines rules that apply to a specific type of leave of absence, such as jury duty or FMLA. Identifies the leave of absence

family and unit of time for leave requests. It can also identify employee eligibility rules for requesting a leave, validatio

rules for preventing invalid requests, whether to track entitlement balances, and other options.

Life Event

A kind of benefit event that occurs in the employee's personal life, for example, getting married or having a child.

Management Level (Hierarchy)

Categorizes job profiles (and their associated jobs and positions) based on the management level to which they belong.

For example, a particular job or position may belong to the Supervisor, Manager, or Individual Contributor management

level. Job profiles are assigned management levels, and those management levels are organized into a hierarchy.

Merit Process

A sequence of one or more tasks related to defining, targeting, and awarding merit pay to employees. In this process, a

compensation administrator creates the merit plan definition. The administrator or manager assigns the merit plan to

employees through one of various means. Assignment of the plan determines eligibility for the merit compensation event.

The administrator sets up the merit process, which funds the merit pool, and then launches the process on the specified

event date. Workday creates merit compensation events for employees based on their organization. Managers review the

target merit increases for their employees and submit merit increase proposals for review. Once approved, the employees

receive their merit increases.

Multiplier-Based Coverage

Insurance coverage based on multiples of salary, for example, 1x, 2x, 3x, 4x, 5x, or 6x salary.

Open Enrollment Event

A type of enrollment event; the other is a benefit event. This event controls the benefits open enrollment process. Unlike

benefit event enrollment, which is triggered by an event in a specific employee's life or work, an open enrollment event

applies to an entire, chosen employee population.

Organization

An organization refers to a grouping used to organize people, resources, workers, and other organizations. Organizations

provide management, visibility into, and reporting (roll

-up) structures for resource allocation. Organizations can be defined

for application uses like defining departmental hierarchies, project teams, etc. They can also be used to define cost centers

and geographic or regional reporting structures.

Passive Event

Events that result from the passage of time rather than from a specific change to employee data. For example, you can set

up a passive event to track and manage benefit eligibility for employees who reach the age of 65 (retirement age). Based

on the event rules, Workday automatically searches for employees turning 65 and generates an enrollment event to record

any benefit gains or losses.

Human Capital Management (HCM)

Term

Definition

Performance Review Process

A process by which an employee receives formal feedback on their performance in a given period of time. This includes a

performance evaluation.

Period Schedule

Defines the accrual frequency for a time off plan, such as annual or monthly (unless the plan has a custom frequency), and

the start and end date of each reporting period. The period controls reporting of both accruals and time off requests.

Position Management Staffing

Model

One of the three staffing models available to use in your organization. It provides the tightest control over hiring, as you

can specify different staffing rules and restrictions for each position.

Position Requirements

Used in job requisitions to define rules and conditions for holding positions in a supervisory organization using position

management as its staffing model. Position requirements enable you to:

•

Limit staffing to specific job families and job profiles.

•

Restrict the business sites where a position can be filled.

•

Define the required qualifications, experience, and skill levels of workers hired into a position.

•

Limit staffing for a position to a specific worker type (employees or contingent workers).

•

Limit staffing for a position to a specific time type (full or part-time workers).

Project

An undertaking that encompasses a set of tasks or activities having a definable starting point and well defined objectives.

Usually each task has a planned completion data (due date) and assigned resources.

Reference Pay Range

A range of pay deemed appropriate for a compensation grade or grade profile. During compensation transactions, if

proposed compensation for an employee extends beyond the limits of the range for the employee's grade or grade profile,

Workday issues a warning yet still permits submission of the proposed compensation.

Review Category

Workday supplies four employee review categories:

•

Development Plan

•

Disciplinary Action

•

Personal Improvement Plan

•

Performance Review

The business process definitions for employee reviews are specific to the review categories. This allows you to define

unique processes for each category. Note that the review "types" you define in each category are used by name when

defining review templates and starting employee reviews.

Human Capital Management (HCM)

Term

Definition

Review Template

A collection of instructions, sections, and questions that can be used when you start an employee review. A template is

specific to a review type. Workday supplies several sections (for example, Responsibilities and Competencies) from which

you can select the appropriate ones for the specific template.

Review Type

You define specific types of each Workday

-supplied review category. For example, in the Performance Review category,

you could define the Annual Review type and the Ad Hoc Performance Review type. When you start a review or define

review templates, you choose a review type, not a review category.

Skill

An ability that is acquired through job experience. In Workday, skills are a quick and easy way to tag employees with

particular abilities that make them stand out.

Staffing Event

Any event that changes an employee's position or job, for example, a hire, transfer, or promotion. Staffing events usually

trigger an opportunity to change benefits elections.

Staffing Model

Defines how jobs and positions are created and filled in a supervisory organization. Workday supports three kinds of

staffing models:

•

Job Management

•

Headcount Management

•

Position Management

Stock Process

A sequence of one or more tasks related to defining, targeting, and awarding stock grants to employees. In this process, a

compensation administrator creates the stock plan definition. The administrator or manager assigns the stock plan to

employees through one of various means. Assignment of the plan determines eligibility for the stock event. The

administrator sets up the stock process, which funds the stock pool, and then launches the process on the specified event

date. Workday creates stock events for employees based on their organization. Managers review the target amounts for

their employees and submit proposals for review. Once approved, the employees receive their stock grants.

Supplemental Earning

Any compensation paid in addition to an employee's regular wages that includes, but is not limited to, severance or

dismissal pay, vacation pay, back pay, bonuses, moving expenses, overtime, taxable fringe benefits, and commissions. In

Workday, only supplemental earnings can be grossed

-up.

Time Off

Defines the rules that apply to a specific type of time off. Identifies the time off type, whether adjustments are allowed, and

validation rules that prevent users from entering invalid requests. Can also define eligibility rules and limits that differ

from

the time off plan.

Human Capital Management (HCM)

Term

Definition

Time Off Plan

Defines rules for entering and tracking one or more related time offs. Identifies the unit of time (hours or days), eligibili

requirements, whether to track balances, and if time offs are position

-based or worker-based. Time off plans that track

balances also specify the balance period (plan year), accruals that add to the plan balance, carryover limits, and other

balance tracking rules.

Time Off Type

Names a type of time off users can request, such as Sick Time or Vacation. This is the name users see when entering a

time off request. A time off type can be associated with more than one time off.

Time Proration Rule

Prorates employees' target compensation in a bonus or merit increase compensation event according to time

-based

criteria such as leave of absence or time since hire.

Time Type

A characteristic of a job profile that categorizes the amount of time required for the job or position, such as full time or

par

time. In Workday, the time type is specified in the Create Position, Create Headcount, or Set Hiring Restrictions tasks. The

value defaults to the value defined on the job profile by the manager, HR Partner, or other authorized role.

Tranche

A French word meaning a portion or slice of a bonus distributed to an employee over several payments.

True Up

To pay the outstanding balance for one or more bonus plans in order to meet the bonus target.

Validation Rules

Rules that prevent the entry of invalid time off requests or that trigger an error or warning message upon submission of an

invalid leave of absence request. For example, a validation rule can prevent the entry of unpaid time off or requests of less

than 4 hours. A validation rule for a leave of absence can ensure that an employee does not exceed the maximum number

of leave days allowed each year.

Worker

A person who is either an employee hired by a company or a contingent worker contracted by a company.

Worker Type

Employee or Contingent Worker. There can also be several user

-defined types of contingent workers. Compensation,

benefits, and staffing events are tied to the worker type.

Integration

Term

Definition

Cloud Connect for Benefits

A collection of pre

-built integrations to benefit providers across a range of categories, including medical, dental, vision,

COBRA, life and AD&D insurance, flexible spending accounts, and retirement savings plans.

Enterprise Interface

The process of exporting data out of Workday to an external system or importing data into Workday from an external

system. An Enterprise Interface consists of an integration system, an integration data source, an integration

transformation, and an integration transport protocol.

Enterprise Interface Builder

An integration tool that allows you to create simple, secure, and customizable integrations with Workday.

Field Overrides

A tool that lets you customize integration systems that are based on a packaged integration template. Field overrides are

managed through an integration service. They use calculated fields or class report fields (CRFs) to supply values to an

integration system. Examples include member IDs in benefit provider integrations and criteria for selecting positions to

send to Lumesse TalentLink.

Integration Attribute

An integration component that specifies the tenanted value of a data element in Workday. For example, Master Policy

Number is a type of attribute in benefit provider integrations.

Integration Cloud Connect

A catalog of packaged integrations, partner integrations, and connectors to common applications and service providers

that extend Workday's functionality. The integrations span the entire range of Workday applications, including Benefits,

Human Capital Management, Payroll, Financial Management, and Spend Management. All Cloud Connect integrations are

hosted and maintained by Workday.

Integration Connector

A set of one or more integration templates that provides a framework for building integrations in a particular functional

area. For example, Workday Payroll Interface is an integration connector. Unlike packaged integrations, an integration

connector does not have a named endpoint.

Integration Data Source

Indicates the type of data that Workday will receive from or export to an external system and its location. Workday

supports five types of data sources including attachments, external files, standard reports, custom reports, and REST

endpoints.

Integration Event

The record of an integration process. Every integration

—current or past, involving the import or export of data, successful

or not

—gets recorded as an integration event. The integration event contains all the information about the integration

process, including its status.

Integration Map

An integration component that specifies how values in Workday map to values in an external system. For example, Pay

Rate Frequency is a type of map in third

-party payroll integrations.

Integration

Term

Definition

Integration Service

A group of related integration attributes, maps, and XSLT that provides a framework to transform Workday data into the

format required by an external system.

Integration System

A tenanted definition of an integration between Workday and an external system, based on a template that provides the

methodology needed to communicate data.

Integration Template

A collection of integration services that enables communication between Workday and an external system. Workday

provides integration templates in categories such as Benefits, Financials, HCM, Payroll, Payroll Interface, Procurement,

Recruiting, Security, and Settlement. Many of the delivered templates contain default values for attributes, as well as

prompt values for attributes and maps, to further define the integration.

Integration Transformation

Converts data into a format that Workday or a receiving external system can understand. Workday provides some delivered

transformations, and you can also create custom transformations.

Integration Transport Protocol

Controls how Workday exports data to an external system or imports the data from an external system. Workday supports

several types of transport protocols, including email, FTP and SFTP, HTTP/SSL, WebDAV, Workday attachments, and

Workday Web Services.

Packaged Integration

A pre

-built integration to a specific third-party application or service. Packaged integrations are available in each product

network and are configured to a named endpoint. Examples of packaged integrations include Salesforce.com, SafeGuard

World International, and StepStone TalentLink.

Reference ID

A unique identifier for a specific instance of a business object in Workday. Reference IDs are used to look up data for

integration purposes.

System User

An account associated with and required to launch an integration. Workday's delivered integrations and custom

integrations require a system user account for authentication and web service calls. EIB integrations are secured through

the user’s login credentials and do not require a system user account.

Workday Payroll Interface

A suite of tools, or connector, that provides a framework for building an integration to a third

-party payroll provider.

Workday Studio

An Eclipse

-based development environment that allows you to build more complex integrations with Workday.

Workday Web Services

Workday’s public API. Based on open standards, Workday Web Services (WWS) provide the core method for integration

with Workday.

Payroll

Term

Definition

Additional Payment

An off

-cycle payment made in addition to a worker's scheduled on-

cycle payment. You can process additional payments as

part of a manual payment or on demand payment.

Balance Period

The period of time, such as current period, month

-to-date, quarter-to-date, or year-to-date, over which Workday calculates a

pay component value.

Compensation Element

•

The smallest unit of compensation for a worker in a specific position. Workday uses compensation elements to

determine the amount, currency, frequency, and other attributes of a worker’s compensation.

• Compensation elements are linked to compensation plans. For example, Base Pay, Car Allowance, and Commission can

be mapped to any compensation plan, but not to merit plans.

•

A Compensation Element Group is a collection of compensation elements. For example, the group Standard Base Pay

can be composed of multiple compensation elements. Compensation elements do not need to be grouped, and groups

are optional.

•

Payroll earning codes linked to a compensation element allow Workday Payroll and Payroll Interface to include the

applicable compensation in payroll. See the Compensation Element tab on Create Earning.

Forward Accrual

Estimates payroll payments to be made in a future payroll period that spans two financial reporting periods.

Manual Payment

An off

-cycle calculation that records check or cash payments made outside Workday Payroll.

Nonactive Worker

A worker with a status of Terminated or On Leave for payroll processing purposes. A run category can define rules for

processing nonactive workers.

No Processing Prior To Date

The earliest date that Workday can process supported retroactive changes for a worker.

Off-Cycle

An unscheduled payroll run, such as manual, on demand, or reversal. Enables you to issue additional or replacement

payments.

On-Cycle

A scheduled payroll run.

On Demand Payment

An off

-cycle payment that replaces, or is issued in addition to, a worker's on-cycle pay.

Pay Accumulation

Returns values used in gross to net pay calculations. Sums (can add and subtract) the value of a group of earnings,

deductions, pay component

-related calculations (PCRCs), pay component groups, and other pay accumulations. Workday

delivers several predefined pay accumulations, such as Federal Taxable Wages by Company and Local Withholding

Subject Wages by Company.

Pay Component

An earning (such as base salary or bonus) or deduction (such as federal withholding taxes or medical) that applies to a

worker's gross

-to-net pay calculation or tax liability.

Payroll

Term

Definition

Pay Component Group

A collection or combination of related earnings, deductions, or pay component related calculations that are combined to

simplify payroll calculations. Workday provides several pay component groups, such as Employer

-Paid Benefits, Pre-Tax

Deductions, and Federal Taxable Wages which you can modify, and you can create your own tenanted pay component

groups, such as 401(k) Eligible Wages.

Pay Component Related

Calculation

A related calculation that is used in the definition of an earning or deduction. For example, the earning, Hourly Pay, uses a

calculation of Hours (un

-prorated) x Rate. Assigning the related calculations of Hours (un-prorated) and Rate to the

earning, forms two new pay component related calculations.

Pay Group

A group of workers defined to have their pay calculated and processed together. Workers in a pay group must share the

same period schedule.

Payment Elections

Control how to pay workers for each type of pay that they receive, such as regular payments and bonus payments. They

also control how to handle expense reimbursements for workers. Payment elections designate the payment type (check or

direct deposit), account information for direct deposits, payment order, and the distribution of balance for split payments.

Payroll Effect

An option available in Workday Absence Management to stop paying workers while on leave. You can configure a run

category to pay workers on certain leave types when the Payroll Effect option is enabled for the leave type.

Payroll Input

Rates, units, amounts, or other values that you enter manually or load into Workday Payroll for a worker's on

-cycle or off-

cycle run. Sometimes referred to as worker input.

Pay Rate Type

Defines whether the worker is paid a salary or a certain amount per unit of time, for example, hourly or weekly. Defined by

country and associated with job profiles and, by extension, with employees in that job profile.

Pay Run Group

A convenience feature used to process multiple pay groups with the same period schedule at the same time. When adding

a pay group to a pay run group, you select which of the pay group’s run categories to include. The selected run categories

must share the same schedule.

Payroll Reporting Code

Codes assigned to workers to capture information for quarterly state tax filing or new hire reporting. For example, unit

codes for Minnesota or branch codes for California.

Payslip

Online or printed summary of an employee's gross

-to-net earnings. Also referred to as a pay stub.

PCRC

See pay component related calculation.

Payroll

Term

Definition

Period Schedule

Defines when and how often to process payroll. Defines payment dates and forward accruals, using a Period Start Date,

Period End Date and Payroll Payment Date. You can associate period schedules with any run category or pay group with

the same payment frequency.

Proration

Used to create sub

-periods when there is a change in the workers compensation mid-period. Proration is set up on the

Calculation Details tab of Create Earning or Create Deduction and the Compensation Element tab of Create Earning. Can be

based on calendar days on days worked (work shift).

Related Calculation

A calculation that returns a value, such as hours, rate, or percent, that can be used to resolve earnings and deductions, to

display on pay results, or for other calculation purposes. [See also: pay component related calculation.]

Replacement Payment

An off

-cycle payment that replaces a worker's on-cycle payment in a period that is in progress or not yet started. You can

process replacement payments as part of a manual payment or on demand payment.

Reversal

An off

-cycle calculation that reverses the results of a completed pay calculation for a worker.

Run Category

Defines a type of payroll run, such as regular or bonus. Specifies criteria for processing employees by status (Active,

Terminated, On Leave), components to calculate automatically for on

-cycle and off-cycle runs, whether a supplemental tax

rate applies and other details. Run categories are assigned to pay groups.

Subject Wages

All of a worker's wages subject to a particular tax, including those for exempt positions and those that exceed a wage cap.

See Taxable Wages.

Sub-Period

Created when there is a change in a worker's compensation mid

-period. Payments are prorated over each sub-period

according to the change in compensation and the settings on the Compensation Element tab of Create Earning.

Supplemental Earning

Any compensation paid in addition to an employee's regular wages that includes, but is not limited to, severance or

dismissal pay, vacation pay, back pay, bonuses, moving expenses, overtime, taxable fringe benefits, and commissions. In

Workday, only supplemental earnings can be grossed

-up.

Supported Retro Transaction

A type of transaction entered for a prior period, such as a retroactive compensation change, for which the Retro Pay

Calculation process can automatically recalculate employee earnings and deductions.

Taxable Wages

All of a worker's wages subject to a particular tax, excluding those for exempt positions and those that exceed a wage cap.

For example, in the U.S., OASDI has a wage limit of 110,100 for 2012. An employee with 2 positions and total wages of

200,000 (60,000 of which is for a position that is exempt from FICA) has subject wages of 200,000 and taxable wages of

110,100.

Payroll

Term

Definition

Unsupported Retro Transaction

A type of transaction entered for a prior period, for which Workday cannot automatically recalculate employee earnings and

deductions. Workday identifies these transactions for you, so that you can manually enter the necessary adjustments.

Worker Eligibility

Used to identify whether, for whom, and what conditions to resolve an earning or deduction. On the Criteria tab of Create

Earning and Create Deduction.

Worker Tax Elections

A worker's marital status, number of elections, exemption status, and other information, as specified through the Add

Worker Tax Elections task.

Time Tracking

Term

Definition

Auto-fill

A time entry method that copies time blocks from a worker's schedule or from a previous week onto the current week on

the time entry calendar.

Calculated Time

Result of applying time calculations to a worker's reported time. Automates application of company or regulatory rules.

Calculation Priority

Calculation priorities specify the order in which time calculations execute.

Conditional Calculation

Time calculation that tags time blocks that meet certain conditions.

Day Breaker

The time of day on which a worker's workday and work week begins. Defines the 24

-hour period over which daily time

calculations execute and the 168

hour period over which weekly time calculations execute. Unless otherwise specified, the

default day breaker is 12am.

Eligibility Rules

Eligibility rules define rules and criteria workers must meet in order to use specific time entry templates, time entry codes

time calculations, and period schedules.

Micro-edit

The ability to edit existing time blocks or add time blocks directly to a day by double

-clicking on the time entry calendar.

Period Schedule

See Time Period Schedule.

Quick Add

A time entry method that enables you to create a time block and copy it to multiple days in a week.

Reported Time

A worker's time that has been entered onto the time entry calendar but has not had any time calculations applied.

Time Block

A time block carries information about a portion of time, such as the number of hours worked or in/out times. Time blocks

can be reported or calculated, but only calculated time blocks are pulled into Workday Payroll.

Time Calculation

A set of rules to apply time calculation tags to calculated time blocks for Payroll or other purposes. For example, you could

create a time calculation to automatically convert regular hours into overtime hours if a worker works more than 40 hours

in a week.

Time Calculation Tag

Workday applies calculation tags to time blocks during time calculations. The tags map to payroll earnings to drive how

time blocks are paid and can be included in time off and accrual calculations. You can also use them to display time and

time off totals on the time entry calendar.

Time Clock Event

A time clock event describes a worker's actions, such as a check

-in or check-out, on the web time clock or an external

collection system. Workday matches time clock events to form time blocks, which workers can edit and submit using the

time entry calendar.

Time Code Group

The primary use of time code groups is to determine which time entry codes a worker is eligible for. Time code groups are

assigned to a worker or to a position via eligibility rules.

Time Tracking

Term

Definition

Time Entry Calendar

A set of self

-service pages that workers use to enter, edit, and view time.

Time Entry Template

A template defines how a worker's time entry calendar is configured. Workers are matched to time entry templates through

eligibility rules.

Time Entry Code

A time entry code describes the type of time a worker enters, such as worked time or meal allowance. In order to use time

entry codes, you must attach them to time code groups, with the exception of the default time entry code assigned to a

time entry template.

Time Entry Validation

Errors or warnings that prevent users from entering invalid time. Critical validations prevent a user from submitting time.

Warnings appear on the time entry calendar but don't prevent the user from submitting time.

Time Off

Reported time that is not worked. Common types of Time Off include sick leave, jury duty, and vacation.

Time Period Schedule

A time period schedule defines which dates are available for entry at a given time and defines which dates will be paid in

which pay periods. They can line up with pay periods, or, in more complex scenarios, they can be paid on a lag.

Time Shift

A grouping of consecutive time blocks that you can use in standard overtime calculations, time block conditional

calculations, and validations.

Time Type

Describes the time a worker enters onto his or her time entry calendar. They can include time entry codes, projects, and

time off.

Validation

See Time Entry Validation.

Work Week

A seven

-day period defined by a worker's start day of week and day breaker. By default, begins on Sunday at midnight and

ends on the following Saturday at 11:59 PM; however, this can be configured for a group of workers through the use of

work schedule calendars. Used for time entry and time calculations.

Work Schedule Calendar

In Time Tracking, you have the option of defining standard work patterns for workers, such as Monday through Friday 8:00

AM to 5:00 PM. Work schedule calendars are used for a variety of purposes throughout Time Tracking.