Embrace the Change: Part of adapting to our new Workday environment is understanding its language. Dive into and familiarize yourself with the commonly used terms to truly embrace the change and make your transition smoother.
|Business Process||A business process is a set of tasks that you complete in a specific order to achieve a desired outcome. It can also refer to the series of steps that need to be completed in order to complete a specific task. Examples of business processes are hiring an employee or paying an invoice. Actions that can be taken on a business process include Approve, Deny, Cancel, Correct, Rescind, and View.|
|Inbox||Similar to an email inbox, your Workday inbox is where you will receive Workday notifications and tasks that require your action, such as to-dos, and approvals for time off requests, expense reports, performance reviews, and more.|
|Foundation Data Model (FDM)||The Foundation Data Model (FDM) will replace our current chart of accounts. All financial transactions are impacted by the FDM, which is a multi-dimensional structure. It is the framework that will support financial and management reporting.|
|Worker Profile||This is the hub of any individual’s employment-related information in Workday. It can include information, job history, compensation, academic appointments, and more.|
|Submit||Submit is an action that finalizes an input or a process. When you “submit” something, such as a time off request, expense report, requisition, or performance review, you are sending that item through the defined business process for approval or further action. After submission, the item usually goes to a manager or other decision-maker for approval. The specifics of this process can vary depending on USM’s configuration of Workday and the particular business process involved.|
A report is a data-driven document that provides users with specific information gathered from the system. Workday’s strong reporting and analytics capabilities allow users to generate a wide range of reports, from simple data summaries to complex analytics, depending on the needs of the organization and the permissions of the user. Reports in Workday are interactive, real-time, and customizable. They pull from the unified data within the Workday system, which means they can provide cross-functional insights, linking information from different parts of the organization. Report examples include My Team, My Expense Reports, My Time Off Balances, Open Positions, and more.
A task is an action or set of actions that a user needs to complete as part of a business process. Tasks are generally individual steps in a workflow that lead towards the completion of a larger process. They are designed to help organize and streamline work, ensuring nothing important gets missed. Examples of tasks include Create Expense Report, Create Supplier Invoice Request, Change Contact Information, or Request Time Off.
Tasks can appear in your Workday inbox when they require your attention or action. After completing a task, it often moves to the next person in the workflow, such as a manager or HR representative for approval.
|Tenant||The instance of Workday shared by all USM employees.|
|To-Dos||To-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.|
Applications, as known as apps or worklets, are designed to organize tasks and reports together by functional areas. Examples of applications include Expenses, Time Off, My Team, Learning, Procurement, and more.
|Security Role||Each user is assigned one or more security roles in Workday that determine what data they can see and what tasks they can perform within the system.|
In Workday, a Supervisory Organization, also known as a sup org, is the primary organizational structure. Supervisory Organizations represent a management hierarchy, showing managerial relationships and defining who reports to whom within the company.
A Supervisory Organization may consist of a manager and their direct reports. These organizations can be defined by any grouping of employees, often department or team, and are the basis for many other types of organizations and business processes within Workday. Supervisory Organizations help determine workflows, business process routings, and reporting structures, making them a crucial component for the proper functioning and organization of a company within the Workday system.