Workday Business User Terminology Glossary

Term Definition
Defines how much time off employees can accrue, the timing of the accrual, and other rules.
Accrual
Can define eligibility rules, frequency and limits that differ from the time off plan.
Additional Job A job held by an employee that is not his or her primary job.
Additional An off-cycle payment made in addition to a worker's scheduled on-cycle payment. Additional
Payment payments can be processed as part of a manual payment or on-demand payment.
There are three types of custom reports: simple, advanced, and matrix. An advanced report
provides all the features of a simple report, plus more advanced features such as accessing
Advanced
related business objects and producing multiple levels of headings and subtotals. Advanced
Report
reports also enable the use of sub-filters, run time prompts, charts, bubbles (worklets) and
report sharing, and provide the ability to expose the report as a web service.
An aggregation security group is one whose members are other security groups. Workers
Aggregation
associated with any included security group are granted access through an aggregation
Security Group
security group.
Annual Work
The number of months a faculty employee works in a year.
Period (AWP)
The multiplier used to calculate an annual amount of compensation for compensation plans.
Annualization
Each compensation plan has a frequency of payment, and each frequency has an
Factor
annualization factor.
Indicates that a task in a business process can proceed due to the approval by a designated
Approve participant. The participant is able to approve the completion of the task due to having
defined responsibilities for this task.
You can assign positions to organization roles. Depending on the staffing model, a position
Assignable Roles
may or may not necessarily have a worker specified.
A time entry method that copies time blocks from a worker's schedule or from a previous
Auto-fill
week onto the current week on the time entry calendar.

Awaiting Action A business process task waiting for someone to act upon it (e.g. approve, send back).

The period of time, such as current period, month-to-date, quarter-to-date or year-to-date,

Balance Period
over which Workday calculates a pay component value.
Also known as default currency. The primary currency in which a company does business and
Base Currency
reporting.

Base Pay Base wages for exempt and non-exempt employees excluding faculty and students.

Base Pay The compensation components included in the calculation of base pay for the purposes of
Element determining the compa-ratio.

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
A type of benefits coverage. For example, Medical, Dental, Vision, Group Term Life, Long
Term Disability and Short Term Disability benefits coverage. Each Coverage Type can contain
Benefit one or more specific benefit plans. Rules can be set for benefit elections at the benefit
Coverage Type coverage type level. For example, employees can be restricted to selecting only one plan of a
specific coverage type. Which coverage types are available for employee election during
which benefit events can be specified.
An event in the employee's life that gives the employee the opportunity to change benefit
Benefit Event elections. These include staffing changes (such as getting hired or promoted) as well as "life
events" such as getting married or having a child.
Benefit Event These rules specify coverage increase limits, waiting periods and other rules and conditions of
Rules enrollment for benefit enrollment events.
Identifies the events that trigger benefit enrollment, for example open enrollment, new hire
Benefit Event
or the birth of a child. It also identifies the coverage types to make available to employees
Type
when an event of this type occurs.
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 are automatically assigned to that
Benefit Group
group. For example, benefit groups can be created 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.
Defines the coverage levels or amounts available to employees enrolling in an insurance,
health care, defined contribution or spending account plan. Benefit Plan also identifies the
Benefit Plan populations (e.g. employee, employee + spouse, employee + children, etc.) eligible for
benefits. Finally, it provides restrictions on the age(s) of the covered dependent(s) as well as
plan rates and costs.
Restricts the coverage options available to workers under a specific benefit plan. For
Benefit
example, the maximum age of dependents covered under a plan or the maximum and
Validation
minimum coverage amounts can be restricted.
Bubble (also
An icon on the home page, which provides easy access to tasks and information that are used
known as
regularly. Examples include Benefits, Pay and Personal Information.
Worklet)
Workday stores data as business objects—organizations, workers, positions, etc.—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
Business Object
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, etc.
Business Process A condition attached to a business process task that, depending on the outcome, determines
Conditional Rule where it will be routed.

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The set of tasks that need to be completed for an event to occur, the order in which they
Business Process must be done, and who must do them. Workday includes a number of predefined
Definition business processes for different purposes. Default definitions can be edited, and different
versions of the same business process can be created for different organizations.
A business process that the initiator has started. For example, the Hire Employee for
Business Process
Organization X business process definition becomes an instance when the initiator uses it
Instance
to hire a particular pre-hire.
A business process security policy secures the initiation step, step actions and process-
Business Process
wide actions including view, rescind, cancel and correct. It specifies which security groups
Security Policy
have access to each action.
Business Site
An employee's work location.
Location
A descriptive title of the employee’s job. The business title is published in the university
Business Title
directory.
Result of applying time calculations to a worker's reported time. Automates application of
Calculated Time
company or regulatory rules.

Calculation Priority Calculation priorities specify the order in which time calculations execute.

Cancel (business Canceling a business process stops the workflow in progress and reverses any changes
process) made to Workday data. It is also a securable action in a business process security policy.
The maximum amount of time off employees can carry over from one balance period to
Carryover Limit
another.
A sequence of related leave types that are linked together. When an employee meets the
Cascading Leave conditions defined for ending a leave, Workday generates a return from leave request and
a separate request for the next leave.
A user-defined grouping of compensation components, such as the sum of salary,
Compensation allowance, bonus, future payments and retirement savings plans. Compensation plans
Basis that should be included in the compensation basis calculation can be specified. This
calculation can be used to view employee compensation in Workday.
Compensation
The umbrella term for compensation packages, grades, grade profiles and plans.
Component
Establishes the criteria for how compensation components default to worker
compensation during staffing transactions (hire, promote, demote, transfer).
Compensation
Compensation defaulting rules ease data entry by automatically defaulting compensation
Defaulting Rule
components to worker compensation for employees who meet the rule's eligibility
requirements.
The smallest unit of compensation for a worker in a specific position. Workday uses
Compensation compensation elements to determine the amount, currency, frequency and other
Element attributes of a worker’s compensation. Compensation elements, such as base pay, are
linked to compensation plans.
Compensation Compensation Grade is assigned to a Job Profile based on the level of responsibilities
Grade/ Grade performed by an incumbent of the Job Profile. Pay ranges are defined in Compensation
Profile Grade Profile.

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Defines the bonus and merit increase range based on such factors as an employee’s salary
Compensation
range quartile, etc. You can use a compensation matrix to provide basic cost forecasting,
Matrix
compensation reference guidelines, etc.
A grouping of compensation guidelines (grades, grade profiles and their associated steps)
Compensation
and plans that you can assign to workers as a set. Packages provide a quick view the
Package
eligible plans for a particular job or group of employees.
A component of pay used to assign monetary amounts to a worker's pay such as a salary,
an allowance or a bonus. Some compensation plans are discretionary. You are not paid
Compensation Plan
from these compensation plans in every paycheck. By contrast, other plans, like a salary
plan, are included in every paycheck.
Guidelines for determining which workers are eligible for which components of
Compensation Rule
compensation.
A specific monetary amount within a grade or grade profile. Steps defined on a grade
Compensation Step
profile override any steps defined on the grade.
The arrangement of compensation grades, grade profiles, plans and packages you create
Compensation to best fit your company's compensation needs. These compensation components and
Structure compensation eligibility rules can be used to assign and update a worker's compensation
plans.
Compensation
Used to segment your employee population for assignment of compensation plans.
Target Rule
A functional or technical ability that is needed to perform a job. In Workday competencies
Competency
can be associated with job families, management levels, job profiles and positions.
Conditional
Time calculation that tags time blocks that meet certain conditions.
Calculation
Conditions are one or more logical matches that are resolved to True or False and used to
Conditions 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.
Consolidated One Consolidate Approval step is generated when one role has multiple successive
Approval approval actions in a business process.
Contextual Custom Simplifies the selection of data and fields by limiting choices to those related to the
Report context of the object.
A worker who is not an employee. Contingent worker types, such as a contractor or a
Contingent Worker
consultant, can be used to categorize and track contingent workers in an organization.
Correct (business Correcting a business process changes a specification or data in the workflow while in
process) progress. It is also a securable action in a business process security policy

Cost Center Cost Centers are used to track the financial impact of human resources transactions.

Costing Allocations define which Cost Centers a worker’s expenses are charged. Costing
Costing Allocation
Allocations override the worker’s default Cost Center.
Political entities (such as states, provinces, cities or other legislative entities) where
Country Region specific laws and regulations require companies to track and report on unique kinds of
worker and job information.

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 Workday Business User Terminology Glossary
Limits the coverage options available to workers during an enrollment event based on
Cross Plan their choice of other benefit plans and coverage amounts. For example, you can limit
Dependency coverage in a specific plan to a percentage of the total coverage in one or more other
benefit plans.
More than one conversion rate can be established 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
Currency Rate Type
financial reporting. The default rate type is used in all operational activity. You can define
names for currency rate types; typical names are Period Average, Daily, End of Day Daily
and Historical.
Custom reports are designed and built by customers using the Workday Report Writer.
Custom Report
They can be created new or as a copy of another standard or custom report.
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 data structure, whereas a
Data Source
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.
The time of day on which a worker's work day and work week begins. Defines the 24-hour
period over which daily time calculations execute and the 168-hour period over which
Day Breaker
weekly time calculations execute. Unless otherwise specified, the default day breaker is
12:00 a.m.
Where all worker expenses are charged unless Costing Allocations are entered to override
Default Cost Center
the Default Cost Center.
Default Weekly The standard hours that a full time employee works in the worker’s supervisory
Hours organization.
A type of benefit plan in which employees make contributions to predetermined plans.
Defined Defined contribution plans can be established and added to benefits programs. Employees
Contribution Plans 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.
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
Deny
to proceed to the next step. In some cases the entire business process may be terminated
and all Workday data restored to its state before the business process started.
Roles can be assigned to a user when he is given a responsibility within a functional area
Derived Roles
for a particular organization. A user can have different roles in different organizations.
Disbursement Plan For Faculty working eight months or more, the number of months over which the faculty
Period (DPP) elects Core Compensation to be paid.
A domain is a collection of related securable items such as actions, reports, report data,
Domain report data sources or custom report fields. Each domain is secured by a domain security
policy.
Domain Security A domain security policy is a collection of related securable elements of different types
Policy and user-specified security groups that have access to elements of each type.

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 Workday Business User Terminology Glossary
Matrix reports enable users to drill down to see underlying data. When a drillable element
(such as a drillable field in the table view or a column, line or pie segment in the chart
Drilldown view) is clicked, a context menu appears that enables a new View By field to be selected. If
the Enable Drilldown to Detail Data check box is selected on the Advanced tab of the
report definition, Details associated with the selected report element can also be selected.
Earning Code,
Payroll codes linked to specific Compensation Elements.
Earning
Specify one or more criteria that categorize workers into a group that is used to qualify
Eligibility Rule them for participation in an HR-related task. Examples include benefit plans and
compensation plans.
An individual who works directly for Carnegie Mellon University, is paid through Payroll
Employee
and may be eligible for university benefits.
Employee Self Employee Self Service, also known as ESS, is the functionality for employees to initiate
Service (ESS) tasks.
A user-defined type assigned to each employee when the employee is hired. For the most
part this designation is informational only; users can search or filter employees by their
Employee Type
employee type. However, Fixed Term Employees can be designated as a type, and
employees of that type have fixed end dates of employment.
Employment Action
Activities performed when a worker transfers out of or terminates from an organization.
Close Out
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, the benefit plans and elections that become available or are lost to
Enrollment Event
employees as the result of that event must be specified. For example, medical, dental,
basic life, supplemental life and vision plans can be made available to new hires; by
contrast, for the birth of a child, only basic life, supplemental life and medical coverage
might be made available to affected employees.
Defines coverage start and end dates, waiting periods, coverage increase limits, Evidence
Enrollment Event of Insurability requirements and other coverage rules and conditions. This ensures that
Rule 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.
A transaction that occurs within an organization, such as hiring or terminating an
Event
employee.

Faculty Leave Paid and unpaid leave types that are available only to faculty.

In a Report Writer report, a field contains data related to a particular primary or related
Field (reporting)
business object.
Used to limit the amount of viewable data after running a report. The data is limited by
Filter
user-entered criteria.
The first calendar day after the last leave of absence day. For example, if a worker’s last
First Day Back at
leave of absence day is Friday, February 9, then Saturday, February 10 would be the First
Work
Day Back at Work.

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 Workday Business User Terminology Glossary
The first calendar day that the employee is unavailable to work. For example, if a sorker’s
First Day of the
last day at work is Friday, February 9, then Saturday, February 10 is the First Day of the
Leave
Leave.
Estimates payroll payments to be made in a future payroll period that spans two financial
Forward Accrual
reporting periods.

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

The ratio of a worker's scheduled weekly hours to the business site's weekly hours. If a
Full Time
worker works 20 hours a week and the business site's weekly hours are 40, then the
Equivalent (FTE) %
worker's FTE is 50 percent.
A functional area is a collection of domain or business process security policies that are
Functional Area
related to the same set of product features, for example Benefits or Compensation.
Future Payment A type of bonus plan that can be paid out over multiple bonus plans, one-time payment
Plan plans or both. Any remaining target amount can be paid in a final true up payment.
Get is an integration action that retrieves Workday data. It is a permission that can be
Get (permission)
granted in a domain security policy.
A breakdown of a compensation grade by functional task, geographical region, or other
Grade Profile categorization. A profile allows more granular compensation ranges to be assigned to
workers.
Proration of a worker's gross-to-net pay as a result of certain mid-period changes, such as
Gross-to-Net
a change in tax authorities, that creates sub-periods. Gross-to-net proration results in a
Proration
separate payment for each gross-to-net sub-period.

Headcount The number of workers in an organization.

The basic unit of the headcount management staffing model. One or many headcount
groups can be created for an organization, each with its own definition and hiring
Headcount Group
restrictions. A fixed number of positions to fill in the headcount group can be specified,
and hiring can continue until all positions are filled.
One of the three staffing models available to use in an organization. One set of hiring
restrictions can be created that applies to all positions in the headcount group. As a result,
Headcount
headcount management does not provide the same level of control over individual
Management
positions as position management. This model is particularly useful for organizations that
Staffing Model
hire large numbers of workers into the same or similar jobs with the same or similar
requirements and restrictions.
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.
Headcount plans can be created with different statistic types, dimensions and time
Headcount Plan frames; link to financial budgets; and pre-populate headcount plan data. Headcount plan
reports help provide an understanding of whether organizations are hiring to plan,
headcount is allocated correctly, and if the right workforce is in place to support your
goals.

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 Workday Business User Terminology Glossary
Use hiring restrictions to define rules and conditions for holding jobs and positions in a
position management, headcount management, or job management organization. Hiring
Hiring/Position restrictions consist of limiting staffing to a specific job family/job profile, limiting to a
Restrictions business site, defining the required qualifications such as experience or skill level, limiting
staffing based on a specific worker type, limiting staffing based on a specific time type (full-
time or part-time).
Home (landing
The default landing page for the user.
page)
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
Hukou
benefits. Without a local hukou, workers can hold only a temporary residency certificate.
Temporary residence certificate holders are referred to as non-locals.

Initiate Start a business process.

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

The movement of data between two systems. For example, data flows between Workday
Integration
and Oracle Financials.
A single leave of absence taken as separate blocks of time. To facilitate tracking, time offs
can be coordinated with leaves of absence. Validation rules and supporting data for
Intermittent coordinated leaves and time offs can reference combined balances. For example, eligibility
Leave 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.
An intersection security group is one whose members are other security groups. Workers
Intersection
associated with all included security groups are granted access through an intersection
Security Group
security group.
The collection of user-defined job family groups, which each contain job families, available
Job Catalog
for use in hiring and other staffing transactions.
Attached to a job profile, user-defined job categories allow tracking of additional job
information. Job categories can be defined to fit your business. The job category is displayed
Job Category
on the position—based on that position's job profile’s job category—which facilitates
reporting at the position level.
Job classifications are required for many kinds of job-related regulatory reporting and can be
Job Classification
used to categorize job profiles. A job classification group is the means by which individual
(Group)
job classifications are grouped and maintained.
Job Family A grouping of job profiles, which in turn may be assigned to a job family group, so job
(Group) profiles can be organized according to how organizations work.
Categorizes job profiles (and their associated jobs and positions) based on compensable
Job Level
factors such as the level of education, experience or training required to perform a job. Job
(Hierarchy)
profiles are assigned job levels, and those job levels are organized into a hierarchy.

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
One of the three staffing models available. It provides the least control over the definition
of individual positions; the hiring restrictions defined apply to all jobs in the supervisory
organization, and only one set of hiring restrictions can be defined per organization. In
Job Management
addition, with job management, specific limits are not set on the number of jobs that can
Staffing Model
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.
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
Job Profile 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.
Enable user to request the approval to fill a position. Job requisitions obtain approval for
Job Requisition the timing of the fill and require the complete definition of a position's hiring
requirements. All fill events for vacant positions will require an open job requisition.
A job-based security group includes one or more job-related attributes or objects
Job-Based Security
including job profile, job family, job category, management level, or exempt/non-exempt
Group
status.
Landing pages display a collection of different worklets to enable you to quickly view data
and perform tasks. Different landing pages have different display formats (grid or bubble)
Landing Page and support different functions. The Home landing page is intended for very common
worklets, such as self-service worklets. The Dashboard is a specialized landing page
intended for more role-specific worklets, such as analytical worklets.
The last day a person is a Carnegie Mellon University employee. This may differ from their
Last Day Worked
actual last day of work.
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
Leave Family 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 Non-timesheet-based leaves that are one week or longer.

Leave of Absence Can be used to define worker eligibility for leaves of absence and to define validations
Rule that prevent users from submitting invalid leave requests.
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
Leave Type
identify employee eligibility rules for requesting a leave, validation rules for preventing
invalid requests, whether to track entitlement balances, and other options.
A kind of benefit event that occurs in the employee's personal life, for example getting
Life Event
married or having a child.
The physical building where a worker works. The building name is in the Location field.
Location
The work street address is located in Contact Information.
Location
A location membership security group is one whose members are any workers assigned to
Membership
that location.
Security Group
Workday Business User Terminology Glossary
 Workday Business User Terminology Glossary
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
Management Level
belong to the Supervisor, Manager or Individual Contributor management level. Job
(Hierarchy)
profiles are assigned management levels, and those management levels are organized
into a hierarchy.
Manager Self Manager Self Service, also known as MSS, is the functionality for managers to view their
Service (MSS) team, review notifications and initiate certain tasks.
An off-cycle calculation that records check or cash payments made outside Workday
Manual Payment
Payroll.
There are three 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
Matrix Report users can drill through to see the associated details. The specific detail data users should
see when they drill down is controlled 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 Modify is an action through the Workday user interface that can be permitted on
(permission) securable items in a domain security policy. It includes view permission.
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
Multicurrency company base currency, the transaction is recorded in the transaction currency and
automatically converted to the base currency. Default currencies can also be defined for
customers and suppliers.
Multiplier-Based Insurance coverage based on multiples of salary, for example, 1x, 2x, 3x, 4x, 5x, or 6x
Coverage salary.
No Retro Processing
The earliest date that Workday can process supported retroactive changes for a worker.
Prior To date
A worker with a status of Terminated or On Leave for payroll processing purposes. A run
Non-active Worker
category can define rules for processing non-active workers.
A payment, such as a manual payment or on demand payment, made outside the
regularly scheduled payroll run. Reversals and history payments are also classified as off
Off Cycle
cycle. Off cycle manual and on demand payments enable additional or replacement
payments to be issued.

On Cycle A scheduled payroll run.

On Demand check Manually processed check generated outside the usual payroll processing cycle.

On Demand
An off cycle payment that replaces, or is issued in addition to, a worker's on cycle pay.
Payment
Used in a business process to coordinate multiple events that are entered during the
On Hold same time period. Additional events are placed On Hold until a previously submitted
event process is complete.

One-Time Pay Payment for a Compensation Plan type that is paid one time, such as a bonus.

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 Workday Business User Terminology Glossary
Open Enrollment A type of enrollment event that controls the benefits open enrollment process. An open
Event enrollment event applies to an entire, chosen employee population.
An organization refers to a grouping used to organize people, resources, workers and
other organizations. Organizations provide management, visibility into, and reporting
Organization (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.
Organization An organization security group is one whose members are any workers assigned to that
Security Group organization.
Events that result from the passage of time rather than from a specific change to
employee data. For example, passive events can be set up to track and manage benefit
Passive Event 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.
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
Pay Accumulation 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.
An earning (such as base salary or bonus) or deduction (such as federal withholding taxes
Pay Component
or medical) that applies to a worker's gross-to-net pay calculation or tax liability.
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
pay component groups, such as Employer-Paid Benefits, Pre-Tax Deductions, and Federal
Group
Taxable Wages, that you can modify. Pay component groups such as 403(b) Eligible Wages
can also be created.
The proration of an earning, deduction or pay component related calculation in response
Pay Component
to a mid-period change to a worker's compensation. Workday can proportionately
Proration
calculate the pay component for each sub-period.
Pay Component
A related calculation that is used in the definition of an earning or deduction.
Related Calculation
A group of workers defined to have their pay calculated and processed together. Workers
Pay Group
in a pay group must share the same period schedule.
The combination of a run category and period schedule defined for a pay group, such as a
Pay Group Detail regular run category and weekly period schedule. A pay group can have more than one set
of pay group details.
Defines whether the worker is paid a salary or a certain amount per unit of time, for
Pay Rate Type example hourly or weekly. Defined by country and associated with job profiles and, by
extension, with employees in that job profile.
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, select which of the pay
Pay Run Group
group’s run categories to include. The selected run categories must share the same
schedule.

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 Workday Business User Terminology Glossary
Control how to pay workers for each type of pay that they receive, such as regular
payments and bonus payments. Payment elections designate the payment type (check or
Payment Elections
direct deposit), account information for direct deposits, payment order and the
distribution of balance for split payments.
An option available in Workday Absence Management to stop paying workers while on
Payroll Effect leave. Run categories can be configured to pay workers on certain leave types when the
Payroll Effect option is enabled for the leave type.
Payments made to employees before using Workday Payroll that are loaded into Workday
Payroll History to establish starting balances for workers. Carnegie Mellon University payroll information
prior to Workday will be available in iPay as view only.
Rates, units, amounts or other values that are entered manually or loaded into Workday
Payroll Input
Payroll for a worker's on cycle or off cycle run. Sometimes referred to as worker input.
Defines when and how often to process payroll. Defines payment dates and forward
Payroll Period accruals using a Period Start Date, Period End Date and Payroll Payment Date. Period
Schedule schedules can be associated with any run category or pay group with the same payment
frequency.
Online or printed summary of an employee's gross-to-net earnings. Also referred to as a
Payslip
pay stub.
Defines the accrual frequency for a time off plan, such as annual or monthly (unless the
Period Schedule 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.
A unique “seat” with a number identifier in a Supervisory Organization. All Hires are
Position
placed into Positions.
Position The staffing model that provides the tightest control over hiring, as different staffing rules
Management and restrictions can be specified for each position. Carnegie Mellon University is using this
Staffing Model staffing model.
Used in job requisitions to define rules and conditions for holding positions in a
supervisory organization using position management as its staffing model.
Position Position requirements enable you to limit staffing to specific job families and job profiles;
Requirements 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).
Used in Staffing to identify and track individuals prior to employment. Used in Recruiting
Pre-Hire
to identify candidates who are in the Offer or Background Check stage.
Workers are assigned to the predefined security groups through a business process. These
Predefined security groups cannot be changed except by reversing the business process or executing a new
Group business process, such as applying for a position or being hired. Examples include
Employee, Contingent Worker and Pre-Hire.
Optional live or zero-dollar entries that are sent through the Automated Clearing House
Prenotifications (ACH) to a financial institution to verify account and related information before sending or
(Prenotes) receiving actual direct deposits. If the prenote amount is not zero, cash is transferred to
the account.

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
Primary Business When defining a report, the primary business object is the business object returned by the
Object data source.
An undertaking that encompasses a set of tasks or activities having a definable starting
Project point and well defined objectives. Usually each task has a planned completion data (due
date) and assigned resources.
A Report Writer report can be defined so that it prompts the user for filtering criteria
Prompt (reporting)
when they run the report. Report prompts can also be built in to a data source.
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
Proration
Deduction and the Compensation Element tab of Create Earning. It can be based on
calendar days or days worked (work shift).
A time entry method that enables a time block to be created and copied to multiple days
Quick Add
in a week.
A range of pay deemed appropriate for a compensation grade or grade profile. During
Reference Pay compensation transactions, if proposed compensation for an employee extends beyond
Range 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.
When defining a report, fields that return objects related to the primary business object
Related Business
are said to contain related business objects. These related objects may have their own set
Object
of fields that can be included in the report as well.
An off cycle payment that replaces a worker's on cycle payment in a period that is in
Replacement
progress or not yet started. Replacement payments can be processed as part of a manual
Payment
payment or on demand payment.
Predefined groups of logically related fields, used when creating reports with Report
Report Data Writer, which define the data in the report row. For example, the report data source
Sources “Employees” contains contact information, personal data and identification information.
Report data sources also include which roles have access to see the report data.
A worker's time that has been entered onto the time entry calendar, but has not had any
Reported Time
time calculations applied.
Rescinding a business process operates on completed business processes. It completely
Rescind (business
reverses all changes made to Workday data. It is also a securable action in a business
process)
process security policy.
An off cycle calculation that reverses the results of a completed pay calculation for a
Reversal
worker.
Role-Based Security A role-based security group specifies one organization role and includes workers in job
Group positions defined for that organization role.
Roles define a group of people with specific responsibilities and permissions. When a
Roles business process runs, the role for each step includes all of the workers in that role in the
business process target organization.
The automated movement of a business process from one role to another role. Routing
Routing rules are, in part, based on the type of transaction, supervisory organization, employee
type and who initiated the transaction.

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
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
Run Category
automatically for on cycle and off cycle runs, whether a supplemental tax rate applies and
other details. Run categories are assigned to pay groups.
Scheduled Weekly The hours a worker is scheduled to work per week. This may different from the hours
Hours actually worked.
A securable item is an action, report or data that is part of a security policy. Access can be
secured by defining the security policy to restrict access to the item to specified security
Securable Item
groups. Related securable items are grouped into domains. Also, business-process-related
actions are securable items.
A security group is a collection of users or a collection of objects that are related to users.
Security Group Allowing a security group access to a securable item in a security policy grants access to
the users associated with the security group.
A security segment is a grouping of related securable items, such as pay components, that
Segment
can be secured together using a segment-based security group for that segment.

Settlement The agreed upon terms for an employee’s separation from Carnegie Mellon University.

There are three types of custom reports: simple, advanced, and matrix. A simple report
Simple Report provides straightforward design options for the beginning or occasional user to create
reports quickly and easily.
Any event that changes an employee's position or job, for example a hire, transfer or
Staffing Event
promotion. Staffing events usually trigger an opportunity to change benefits elections.
Defines how jobs and positions are created and filled in a supervisory organization.
Staffing Model Workday supports three kinds of staffing models: Job Management, Headcount
Management, Position Management.
Standard reports are developed by Workday and delivered to all Workday customers.
Depending on the reporting requirements, standard reports may be defined using the
Standard Report 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 user requirements.
Student Wages
Base wages for student workers.
Hourly
A partial period created when there is a change in a worker's compensation mid-period.
Sub-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.
Subfields are additional details about a field, like a master/detail relationship. Subfields
Subfield
are used when creating reports using Report Writer.
All of a worker's wages subject to a particular tax, including wages for exempt positions
Subject Wages
and those that exceed a wage cap. See Taxable Wages.
Supervisory
An organization for a group of workers that report directly to one manager.
Organization

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
Any compensation paid in addition to an employee's regular wages that includes, but is not
Supplemental limited to, severance or dismissal pay, vacation pay, back pay, bonuses, moving expenses,
Earning overtime, taxable fringe benefits and commissions. In Workday, only supplemental earnings
can be grossed-up.
A type of transaction entered for a prior period, such as a retroactive compensation change,
Supported Retro
for which the Retro Pay Calculation process can automatically recalculate employee earnings
Transaction
and deductions.
A business process step that must be completed. For example, steps in a business process
Task
trigger task alert notifications.
All of a worker's wages subject to a particular tax, excluding wages for exempt positions and
Taxable Wages
those that exceed a wage cap.
Any custom report can be made temporary. When creating or copying simple report types,
select the Temporary option when creating the report, which results in automatic deletion of
Temporary the report after seven days. Similarly, for advanced and matrix report types, set
Report the Temporary option when creating the report, and by default the report will be deleted
automatically after seven days. The default deletion date can be changed on the
Advanced tab of the report definition.

Tenant Carnegie Mellon University’s version of Workday.

Termination An employee voluntarily or involuntarily leaving Carnegie Mellon University.

Termination A time off adjustment that automatically sets the remaining balance of a worker's time off
Adjustment plan to zero upon the worker's termination.
Termination
The first full day a person is no longer a Carnegie Mellon University employee.
Date
A time block carries information about a portion of time, such as the number of hours
Time Block worked or in/out times. Time blocks can be reported or calculated, but only calculated time
blocks are pulled into Workday Payroll.
A set of rules to apply time calculation tags to calculated time blocks for Payroll or other
Time Calculation purposes. For example, a time calculation could be created to automatically convert regular
hours into overtime hours if a worker works more than 40 hours in a week.
Workday applies calculation tags to time blocks during time calculations. The tags map to
Time Calculation
payroll earnings to drive how time blocks are paid and can be included in time off and accrual
Tag
calculations. They can be used to display time and time off totals on the time entry calendar.
A time clock event describes a worker's actions, such as a check-in or check-out, on the web
Time Clock Event 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 The primary use of time code groups is to determine which time entry codes a worker is
Group eligible for. Time code groups are assigned to a worker or to a position via eligibility rules.
Time Entry
A set of self-service pages that workers use to enter, edit and view time.
Calendar

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
A time entry code describes the type of time a worker enters, such as worked time or meal
Time Entry Code allowance. In order to use time entry codes they must be attached to time code groups, with
the exception of the default time entry code assigned to a time entry template.
Time Entry A template defines how a worker's time entry calendar is configured. Workers are matched
Template to time entry templates through eligibility rules.
Errors or warnings that prevent users from entering invalid time. Critical validations prevent
Time Entry
a user from submitting time. Warnings appear on the time entry calendar but do not prevent
Validation
the user from submitting time.
Reported time that is not worked. Common types of Time Off include Paid Time Off and jury
Time Off
duty.
Defines rules for entering and tracking one or more related time offs. Identifies the unit of
time (hours or days), eligibility requirements, whether to track balances, and if time offs are
Time Off Plan 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.
Names a type of time off users can request, such as Paid Time Off. This is the name users see
Time Off Type when entering a time off request. A time off type can be associated with more than one time
off.
A time period schedule defines which dates are available for entry at a given time and
Time Period
defines which dates will be paid in which pay periods. They can line up with pay periods or,
Schedule
in more complex scenarios, they can be paid on a lag.
A grouping of consecutive time blocks that you can use in standard overtime calculations,
Time Shift
time block conditional calculations and validations.
A characteristic of a job profile that categorizes the amount of time required for the job or
position, such as full time or part time. In Workday, the time type is specified in the Create
Time Type
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.

Time-Off Type Time off that an employee can request such as Paid Time Off or Jury Duty.

To-Dos are reminders to do something outside of the Workday system. They can be part of
To-Dos business processes and have to be marked complete before the workflow will go to the next
step.
To pay the outstanding balance for one or more bonus plans in order to meet the bonus
True Up
target.
Union
A grouping for all employees who belong to specific unions.
Organization
Unsupported A type of transaction entered for a prior period, for which the Retro Pay Calculation process
Retro cannot automatically recalculate employee earnings and deductions. Workday identifies
Transaction these transactions so that the necessary adjustments can be manually entered.
User-Based A user-based security group has workers as members. When used in a security policy, it
Security Group grants access to the securable items to all members of the group.

Workday Business User Terminology Glossary

 Workday Business User Terminology Glossary
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
Validation
can prevent the entry of unpaid time off or requests of less than four hours. A validation rule
Rules
for a leave of absence can ensure that an employee does not exceed the maximum number of
leave days allowed each year.
View
Viewing a business process means seeing its status and reporting on it. This is a securable item
(business
in a business process security policy.
process)
Work
Wages for non-exempt faculty.
Assignment
Work In Time Tracking, standard work patterns for workers can be defined, such as Monday through
Schedule Friday, 8:00 a.m. to 5:00 p.m. Work schedule calendars are used for a variety of purposes
Calendar throughout Time Tracking.
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 p.m.; however, this can be
Work Week
configured for a group of workers through the use of work schedule calendars. Used for time
entry and time calculations.
A person who is either an employee hired by a company or a contingent worker contracted by a
Worker
company.
Worker Identifies the conditions a worker must meet to be eligible to receive a particular earning or
Eligibility deduction.
Worker Sub- A further categorization of Worker Type that is used on a Job Requisition. Examples include
type Faculty, Staff, etc.
Worker Tax A worker's marital status, number of elections, exemption status and other information
Elections required for tax calculations, as specified through the Add Worker Tax Elections task.
Employee or Contingent Worker. There can also be several user-defined types of contingent
Worker Type
workers. Compensation, benefits and staffing events are tied to the worker type.

Workday Business User Terminology Glossary