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Workday | Terminologies

Master Workday's essential concepts to improve your workflow efficiency and better understand how Workday structures data and manages tasks.

Business object: A data structure that represents a real-world entity, such as an employee, customer, or invoice.

Business process: A sequence of tasks that accomplishes a desired business objective, such as hiring an employee or paying a supplier.

Company: The top-level organization in Workday, typically corresponding to a legal entity.

Compensation element: The smallest unit of compensation for a worker in a specific position, such as base salary, bonus, or benefits.

Data source: A system that provides data to Workday, such as a payroll system or time and attendance system.

Delegate: To assign tasks in a business process to another person to complete on your behalf.

Deny: To reject a business process instance.

Drilldown: To view more detailed information about a business object or business process.

Event: A change in the state of a business object, such as an employee being hired or a purchase order being approved.

Field: A data element in a business object, such as an employee's name or salary.

Functional area: A group of business objects and business processes related to a specific area of the business, such as human resources or finance.

Home: The Workday page displays your most important information, such as upcoming tasks and notifications.

Initiation step: The first step in a business process.

Initiator: The person who starts a business process.

Instance: A specific occurrence of a business process.

Matrix report: A report that displays data in a grid format, with rows and columns representing different dimensions of the data.

Modify: The permission required to change data in a business object.

Reassign task: To assign a task in a business process to another person to complete.

Related business object: A business object that is linked to another business object.

Rescind: To cancel a business process instance that has already started.

Roles: A set of permissions that define what a user can do in Workday.

Security group: A collection of users who are assigned the same roles.

Target: The person or business object that is affected by a business process.

Task: A unit of work that needs to be completed in a business process.

To dos: A list of tasks that you need to complete.

View: A representation of a business process that shows the steps in the process and the status of each step.

Worker profile: A record that contains information about an employee, such as their name, job title, and contact information.

Worktag: A data element that is used to classify and organize business objects and business processes.

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