Workday Terminology Glossary

Transcription

1 Accrual Additional Job Approve Auto-fill Awaiting Action Base Currency Base Pay Benefit Coverage Type Benefit Event Benefit Group Benefit Plan Benefit Validation Bubble (also known as Worklet) Business Site Location Defines how much time off employees can accrue, the timing of the accrual, and other rules. Can define eligibility rules, frequency and limits that differ from the time off plan. A job held by an employee that is not his or her primary job. Indicates that a task in a business process can proceed due to the approval by a designated participant. The participant is able to approve the completion of the task due to having defined responsibilities for this task. 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. A business process task waiting for someone to act upon it (e.g. approve, send back). Also known as default currency. The primary currency in which a company does business and reporting. Base wages for exempt and non-exempt employees excluding faculty and students. A type of benefits coverage. For example, Medical, Dental, Vision, Group Life, Long Disability and Short Disability benefits coverage. Each Coverage Type can contain one or more specific benefit plans. Rules can be set for benefit elections at the benefit 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 elections. These include staffing changes (for example, getting hired or promoted) as well as "life events" such as getting married or having a new child. 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 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 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 example, the maximum age of dependents covered under a plan or the maximum and minimum coverage amounts can be restricted. An icon on the home page, which provides easy access to tasks and information that are used regularly. Examples include Benefits, Pay and Personal Information. An employee's work location.

2 Business Title Component Grade/Grade Profile Package Plan Step Competency Contingent Worker Cost Center Country Region Default Cost Center Default Weekly Hours Defined Contribution Plans Drilldown Employee A descriptive job title of the employee s job. The business title is published in the university directory. The umbrella term for compensation packages, grades, grade profiles and plans. Grade is assigned to a Job Profile based on the level of responsibilities performed by an incumbent of the Job Profile. Pay ranges are defined in Grade Profile. 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. 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 from these compensation plans in every paycheck. By contrast, other plans, like a salary plan, are included in every paycheck. A specific monetary amount within a grade or grade profile. Steps defined on a grade profile override any steps defined on the grade. A functional or technical ability that is needed to perform a job. In Workday competencies can be associated with job families, management levels, job profiles and positions. A worker who is not an employee. Contingent worker types, such as a contractor or a consultant, can be used to categorize and track contingent workers in an organization. Cost Centers are used to track the financial impact of human resources transactions. Political entities (such as states, provinces, cities or other legislative entities) where specific laws and regulations require companies to track and report on unique kinds of worker and job information. Where all worker expenses are charged unless Costing Allocations are entered to override the Default Cost Center. The standard hours that a full time employee works in the worker s supervisory organization. A type of benefit plan where employees make contributions to predetermined plans. Defined contribution plans can be established and added to benefits programs. 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. 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 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. An individual who works directly for Carnegie Mellon University, is paid through Payroll and may be eligible for university benefits.

3 Employee Self Service (ESS) Enrollment Event Filter First Day Back at Work First Day of the Leave Grade Profile Home (landing page) Job Profile Leave Family Leave of Absence Leave Type Life Event Employee Self Service, also known as ESS, is the functionality for employees to initiate tasks. 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 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. Used to limit the amount of viewable data after running a report. The data is limited by user-entered criteria. The first calendar day after the last leave of absence day. For example, if a worker s last leave of absence day is Friday, February 9, then Saturday, February 10 would be the first day back at work. The first calendar day that the employee is unavailable to work. For example, if a worker s last day at work is Friday, February 9, then Saturday, February 10 is the first day of the leave. A breakdown of a compensation grade by functional task, geographical region or other categorization. A profile allows more granular compensation ranges to be assigned to workers. The default landing page for the user. 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. 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. Non-timesheet-based leaves that are one week or longer. 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. Leave type can also 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 married or having a child.

4 Location Manager Self Service (MSS) Multiplier-Based Coverage On Cycle The physical building where a worker works. The building name is in the location field. The work street address is located in contact information. Manager Self Service, also known as MSS, is the functionality for managers to view their team, review notifications, and initiate certain tasks. Insurance coverage based on multiples of salary, for example, 1x, 2x, 3x, 4x, 5x, or 6x salary. A scheduled payroll run. One-Time Pay Open Enrollment Event Organization Pay Rate Type Payment Elections Payroll History Payslip Position Position Management Staffing Model Position Requirements Payment for a compensation plan type that is paid one time such as a bonus. A type of enrollment event that controls the benefits open enrollment process. An open 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 (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. Defines whether the worker is paid a salary or a certain amount per unit of time, for example hourly or weekly. Pay rate type is defined by country and associated with job profiles and, by extension, with employees in that job profile. Payment elections 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 direct deposit), account information for direct deposits, payment order and the distribution of balance for split payments. Payments made to employees before using Workday payroll that are loaded into Workday to establish starting balances for workers. Carnegie Mellon University payroll information prior to Workday will be available in ipay as view only. Online or printed summary of an employee's gross-to-net earnings. Also referred to as a pay stub. A unique seat with a number identifier in a supervisory organization. All hires are placed into positions. The staffing model that provides the tightest control over hiring, as different staffing rules and restrictions can be specified for each position. Carnegie Mellon uses this model. Used in job requisitions to define rules and conditions for holding positions in a supervisory organization using a position management 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).

5 Pre-notifications (Pre-notes) Proration Quick Add Reported Time Roles Scheduled Weekly Hours Staffing Event Student Wages Hourly Subject Wages Supervisory Organization Task Taxable Wages ination ination Date 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 pre-note amount is not zero, cash is transferred to the account. Used to create sub-periods when there is a change in the workers compensation midperiod. Proration is set up on the Calculation Details tab of Create Earning or Create Deduction and the 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 in a week. A worker's time that has been entered onto the time entry calendar but has not had any time calculations applied. 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. The hours a worker is scheduled to work per week. This may different from the hours actually worked. 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. Base wages for student workers. All of a worker's wages subject to a particular tax, including wages for exempt positions and those that exceed a wage cap. See Taxable Wages. An organization for a group of workers that report directly to one Manager. A business process step that must be completed. For example, steps in a business process trigger task alert notifications. All of a worker's wages subject to a particular tax, excluding wages for exempt positions and those that exceed a wage cap. An employee voluntarily or involuntarily leaving Carnegie Mellon University. The first full day a person is no longer a Carnegie Mellon University employee. Time Block Time Clock Event Time Entry Calendar 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. 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. A set of self-service pages that workers use to enter, edit and view time.

6 Time Entry Code Time Off Time Off Type Time Period Schedule Time Type Time-Off Type To-Dos Union Organization View (business process) Work Assignment Work Week Worker Worker Eligibility Worker Tax Elections 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 they must be attached to time code groups, with the exception of the default time entry code assigned to a time entry template. Reported time that is not worked. Common types of Time Off include Paid Time Off and jury duty. Names a type of time off users can request, such as Paid Time Off. 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. 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. 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 Position, Create Headcount, or Set Hiring Restrictions task. The value defaults to the value defined on the job profile by the manager, HR Partner or other authorized role. 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 business processes and have to be marked complete before the workflow will go to the next step. A grouping for all employees who belong to specific unions. Viewing a business process means seeing its status and reporting on it. This is a securable item in a business process security policy. Wages for non-exempt faculty. 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. A person who is either an employee hired by a company or a contingent worker contracted by a company. Identifies the conditions a worker must meet to be eligible to receive a particular earning or deduction. A worker's marital status, number of elections, exemption status and other information required for tax calculations, as specified through the Add Worker Tax Elections task.