Aryan Singh, Author at i8CLOUD

Workday® 2025 R1 Updates

February 14, 2025

by Aryan Singh with No Comment

Adaptive Planning

Adaptive Planning Notifications

Feature Description

With the 2025R1 release, we now display the notifications icon and page to all users.
Notifications help you know when scenarios are shared without needing to navigate away from Adaptive Planning.

New Functionality

Workday 2025 R1 now deliver the notification icon and notification page to all users. For this release we add notifications including notifications from sharable scenarios.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Add Reports on Dashboards

Feature Description

Workday 2025 R1 now enable you to add existing shared matrix reports on a dashboard to view it alongside related charts and sheets.
When you share this dashboard with users, they see:
• The data to which they have access.
• An error message if they don’t have access to the report.

New Functionality

You can add a report with a maximum of 1 million cells to a dashboard.
When viewing reports from dashboards, you can:
     • Download, share, and add report or line notes.
     • Drill down by available dimensions.
     • Drag and resize reports.
     • Copy and paste reports within and across dashboards.
     • Use grid mode to expand reports and view the full toolbar.
     • Enable report parameters to sync with the dashboard perspective context filters

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Bottom-Up Workforce Planning

Feature Description

With this release, we continue to enhance your bottom-up, position-level workforce planning experience by ensuring that you set up your headcount planning integration system user, displaying additional validation messages, and clarifying the headcount planning background job statuses.
By ensuring that you set up your headcount planning integration system user, this feature helps prevent downstream issues when you create your headcount and headcount forecast plans. The additional validation messages help you troubleshoot and prevent downstream issues when you create plans. The clearer background job statuses help you troubleshoot by giving you more information about what happened after you try to create headcount and headcount forecast plans.

New Functionality

Workday 2025 R1 now require you to select an integrated system user for headcount planning on the Headcount Planning tab of the Adaptive Planning tab on the Tenant Setup report.
On the initial prompt page of these tasks, we now display an error message if no headcount planning integration system user exists:

Configure Headcount Plan
Create Headcount Forecast

On the Configure Headcount Plan task, we also display an error message if no active workforce planning configuration manager exists to use to configure a headcount plan.
On the Create Headcount Forecast task, we also display an error message if no approved headcount plan exists to use to create a headcount forecast.
On the View Headcount Planning Configuration report, we clarify the background job statuses that display after you try to create headcount and headcount forecast plans.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Bottom-Up Workforce Planning: Hierarchical Routing

Feature Description

With this release, we enable you to route up your organization hierarchy for your headcount and headcount forecast plans when you perform bottom-up, position-level workforce planning.
This extends your bottom-up workforce planning activities up your organization hierarchy so that upper-level managers can review and modify their team’s headcount plans.

New Functionality

When you select top level hierarchy and supervisory organizations to include on these tasks, we now use the hierarchy structure to route My Tasks items for the headcount and headcount forecast plans to supervisory organization members:

Configure Headcount Plan
Create Headcount Forecast
We also add a new Your Assigned Planning Organizations field on your My Tasks items that displays:
• The planning organizations that are assigned to you.
• The planning organizations that you inherit.

When a planner submits on their My Tasks item, we now send a My Tasks item to the next supervisory organization owner above this planner who has access to the headcount or headcount forecast plan. We now restrict superior plan participants from submitting before all subordinate plan participants submit.
Workday 2025 R1 deliver a new Manager for Superior Event report field on the Headcount Planning Participant Detail Event business object (secured to the Public Reporting Items domain) that you can use in custom reports and business process rules for the person who manages the Headcount Planning Participant Detail Event that’s superior to this event.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Bottom-Up Workforce Planning: Organizational View

Feature Description

With this release, we enable you to use an organization hierarchy chart to view larger, summarized populations of people when you perform bottom-up, position-level workforce planning.
This makes it easier to understand what your future people structure looks like and provides supporting content for business conversations around position approvals.

New Functionality

Workday 2025 R1 add a new switch that enables you to switch the way you view your headcount or headcount forecast plan between:
     • A grid with individual position details.
     • A new organization hierarchy chart with summarized position details.
In the organization hierarchy view, you can also create and edit positions.
Workday 2025 R1 add the new switch in the upper-right corner of your page when you view headcount or headcount forecast plans using these My Tasks items:
     • Headcount Planning Event
     • Headcount Planning Participant Detail Event

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Chart Improvements in Dashboards

Feature Description

With the 2025R1 release, we improve the time display and selector in charts.
The chart improvements make it easier to focus on the data and find all available chart actions.

New Functionality

Workday 2025 R1 update the location of the time display in charts to the upper right corner by default. We also add the following fields in Appearance Settings:

Show Time Period: We enable you to show or hide the time period on a chart.

Position: We enable you to position the time period next to the chart name or under the chart name.

When you hover over a chart, the following icons now display above the chart:

Reset to Default
Select Time Period
Expand
Chart options

Workday 2025 R1 moved all time period related actions in the new Select Time Period icon:

• Set the calendar stratum

• Time period and range

• Pin and unpin time

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Financial Planning Configuration Manager Accounts and Categories Flexibility

Feature Description

With this release, we enable revenue and spend category account attributes. You can also add top level hierarchies for revenue and spend category to an existing financial planning configuration.
This provides a better user experience and improves efficiency by allowing greater flexibility in the financial planning configuration manager, saving you time and effort.

New Functionality

In the Accounts page, you can now select top level hierarchies for both Revenue and Spend Category if you included them in your account concatenation.
When you access an existing financial planning configuration, you can add top level hierarchy selections.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Forecast Explanations for Predictive Forecaster

Feature Description

Workday 2025 R1 add a new feature, Forecast Explanation, to Machine Learning Predictive Forecaster. After your forecast runs with the feature enabled, we provide a chart and explanatory text enabling you to review and understand the factors that contributed to the forecasted data.
Forecast Explanation helps demystify machine learning predictions. Visual representations enable you to review the factors that influenced each prediction.

New Functionality

Workday 2025 R1 provide a new option, Forecast Explanation, in the Forecast section of new and edited forecasts.
When you enable the Forecast Explanation check box, we provide these new items in the Confidence Metrics tab of the Forecast History page:
Contribution Breakdown of Forecast Components: A visual representation of how seasonality, trend, and residual components (when applicable) contribute to the forecasted values.

Forecast Explanation: Text describing the chart components.

You can access the Confidence Metrics when you view the history of a completed forecast.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Introducing Shared Scenarios

Feature Description

Workday 2025 R1 now enable you to share your personal scenarios with other collaborators. To establish workflows and to keep stakeholders informed, we provide automatic notifications for various new actions. We support these new roles:
Owners: The person who creates the scenarios and shares it.

Collaborators: The people who are invited to change data in the scenario.

Managers: The person with the Manage Scenarios permission who can help with any workflow issues that arise due to changes in the organization, access rules, or permissions.

To support the workflow, we enable:
Collaborators to check the status of submissions, download their changes, submit their changes, or recall their submissions.

Owners to review the status of all collaborators and to download, accept, send back, or discard the changes.

Managers to share and to, download, discard, and merge changes. We provide managers with these capabilities for both shared and personal scenarios to avoid blockages in the workflow.

Shared scenarios improve collaboration, providing more visibility and input from stakeholders. This improves accuracy in your budgets and plans and saves time.
Automatic notifications increase the efficiency of communication and workflow, while keeping collaborators informed so that they can quickly complete their tasks.

New Functionality

Workday 2025 R1 provide a new Share option in the Actions menu (the 3 dots next to the scenario in the scenario list). This enables scenario owners to:

Pick individual users and groups to collaborate.
Optionally select the Dashboard that has the data for the collaborators to review and change.
Optionally add a Note to Collaborators with specific instructions or details.

After owners share scenarios, we enable collaborators to select the scenario, nested under the base version for sheets, reports, and dashboards. For collaborators, we provide these new options in the Actions menu of the scenarios list on the Scenarios page:

Submit for Review: This option updates the status of the collaborator, sends a notification to the owner that changes are ready for review, and locks the sheets in the scenario for the collaborator.
Recall Submission: This option is for cases where collaborators require additional changes or corrections. It reverses the status, unlocks the sheet, and notifies the owner.
View Collaborators: This option enables collaborators to view a list of fellow collaborators and check the status of their submissions.

Manage Submissions
Workday 2025 R1 provide managers and owners a new option, Manage Submissions, in the Actions menu of the scenarios list on the Scenarios page. This option enables them to view the list of collaborators, including the owner of the scenario. The list includes the status of each collaborator’s contribution:

In Progress: The collaborator has not finished the changes.
Submitted: The collaborator has submitted the changes. To unlock the scenario for collaborator, you can send back the changes.
Approved: The scenario owner has accepted the changes. We keep the sheets locked until the owner or manager merges or deletes the scenario.
Sent Back: The owner sent back the scenario to the collaborator for additional changes. We unlock the sheets for the collaborator.

From the Actions menu, the 3 dots, in the Manage Submissions dialog box, we enable owners and managers to take these actions:

Download Changes: Download an Excel sheet so you can review all the changes made by the collaborator or owner.
Discard Changes: Discard the changes that the collaborator or owner made.

In the Manage Submissions dialog, we also provide these additional actions only for owners:
Approve (checkmark icon): Accept the changes that the collaborator made.

Send Back (x icon): Send back the scenario to the collaborator for additional changes. We provide an option to also discard all the collaborator’s changes when you send back.
Approve All: Accept all the changes of all collaborators, including themselves.

Scenario Notifications
To support an informed and seamless workflow, we now send notifications to owners and collaborators each step of the way. The notifications include:

Scenario name.
Name of the involved parties.
Link to the perspective, if included, or the Scenarios page.

Note, if provided.

We provide access to notifications with the bell icon in the toolbar of the application.
We send notifications to:
Collaborators when managers or owners share scenarios.

Owners when collaborators submit scenarios for review or recall submissions.

Collaborators when owners or managers discard, accept, or send back changes.
Owners when all collaborators finish submitting changes.

Collaborators when owners or managers merge scenario changes into the base version.

For Adaptive Planning only instances, when your instance is set up for email notifications, we automatically send an email notification as well. For Adaptive Planning with HCM or Financials, we send notifications through both Adaptive Planning and Workday.
New Scenario Maximums and Guidance
We provide new maximums as guardrails that keep your model performing at its best:

2000 sheet saves per scenario across all users who have access to the scenario.
5,000 scenarios per instance.

Workday also recommend that you limit yourself to:

50 collaborators for each shared scenario. When you share with groups, be mindful of how many users are in the group.
With this release, we don’t send notifications when you share the same scenario with over 100 users at a time.
Changes to Scenarios Page

Workday 2025 R1 change the Scenario Management page to Scenarios. On the Scenarios page, we now provide new folders:

Shared: We display all shared scenarios that you own or that others have shared with you.
Global: We display this folder to scenario managers so that they can take actions on all scenarios in the instance, including the personal scenarios of others users and shared scenarios that weren’t shared with the manager.

New and Changed Permissions
To support clarity and precision, we update permissions and add a new permission in the Permission Sets section of Administration.
We add the new Share Scenarios permission that enables users to share their scenarios with collaborators. We make the Create Scenarios permission a prerequisite.
Workday 2025 R1 change the Access Scenario Manager permission to Access Scenarios.
Workday 2025 R1 update the capabilities of the Manage Scenarios permission. We make Share Scenarios permission, in addition to Merge Scenarios permission, a prerequisite. We now enable users with this permission to:

Access the Global folder on the Scenarios page.
Share, merge, manage submissions, discard changes, and download changes for all scenarios.

Workday block users with the Manage Scenarios permission from:
Viewing the scenario data in sheets, reports, and dashboards. We do enable them to download the changes to review them.

Receiving notifications. We send all notifications to the owners and collaborators.

Approving or sending back submissions. We do enable you to merge the changes.

If you manage Adaptive Planning security through Workday Core, you must manually enable the Share Scenarios action.
For all other instances, we automatically enable the Share Scenarios permission for any permission set that has Manage Scenarios.
Imports and Exports
We enable export scenarios data with Design Integrations and manual export.

At this time, we don’t support importing data with Design Integration loaders, APIs, or manually.

Other Enhancements to Support Shared Scenarios
We update Audit Trail to track changes due to scenario merges by the user who made the change in the scenario. Previously, we only showed the name of the user who merged the scenario.

Workday update the merge capability. You must have access to all the intersections of all changes in order to successfully merge. As a best practice, we recommend that you assign access rules, which provide Edit access to all data, to at least 1 person who also has the Manage Scenarios permission. This practice prevents blockers from occurring in the shared scenario workflow.

When you create a new version and opt to copy all scenarios, we convert any shared scenarios to personal scenarios.

When collaborators submit shared scenarios for review, we automatically lock all sheets for the collaborator for the scenario. The scenario remains locked after the owner approves changes. We also display a tooltip for locked cells that includes the status of the scenario submission.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

LightGBM Algorithm Supports Lever Sheets for Predictive Forecaster

Feature Description

Workday 2025 R1 deliver the option to add lever sheets for forecasts when using the Light GBM algorithm.
Light GBM is ideal for demand forecasting scenarios. Now, with the ability to add regressor data to the reference data, you can influence your machine learning (ML) forecast. The values you enter in the lever sheet adjust the algorithm calculations that populate in the forecast.

New Functionality

Workday 2025 R1 now provide the Lever Sheet drop-down prompt in the Algorithm section when you’re creating or editing a forecast with the Light GBM algorithm. The prompt enables you to select up to 3 modeled sheets to use as levers.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Modeled Sheet Data Validations

Feature Description

With this release, we continue to enhance your ability to use data validation rules for user-entered data on modeled sheet cells, enabling you to create more active validation rules.
This gives you greater control over user-entered data on your modeled sheets.

New Functionality

On the Data Validation Rules page of your modeled sheet in Model Management, instead of restricting you to a maximum of 10 active validation rules, we now enable you to have up to 15 maximum active validation rules.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Feature Description

For OfficeConnect for Financial Management, we now enable you to report on these data stored in Prism data sources:
• Accounting Center data
• Other ledger-like data

OfficeConnect for Financial Management users can now:
• Report on Accounting Center and ledger-like Prism data sources.
• Do comparison analysis using Workday-delivered and custom versions.

New Functionality

For Financial Management customers, we now provide these new tasks secured to the Set Up Reporting Model domain:
     • Create Field Mapping for Reporting Model.
     • Edit Field Mapping for Reporting Model.
     • View Field Mapping for Reporting Model.
     • Create Custom Fields.
     • Create Custom Version.

Workday 2025 R1 update the Set Up Reporting Model task for configuring versions:
In the Versions section, you can configure the Accounting Center Journals version and other custom versions to include Prism data. We currently support up to:

• 10 custom versions and 10 data sources per version.
• 15 Billion rows per version.

• In the Show Details section, you can configure fields for each custom version, such as Accounting Center Journals, for the Show Details option in Office Connect.
• In the Dimensions section, you can add dimensions that are applicable to the Prism data sources you configure.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

User Administration User Experience

Feature Description

With this release, we provide new user interfaces for the Administration landing and user management pages.
The new UI pages improve the user experience and accessibility.

New Functionality

This feature was previously available as opt-in but now it’s enabled by default.
From the new UI pages, we now provide:
     • In-context actions menu to edit, email, and delete users.
     • Real-time validation messages while editing user fields.
     • Auto-population for some fields such as Salesforce username and NetSuite email.
     • Improved pagination which maintains the original page state.

If you want to disable the new UI pages, you can clear these options from the Visual Preferences page under Administration:
     • Administration Landing
     • Administration Users

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Version-Specific Overrides for Linked Accounts

Feature Description

Workday 2025 R1 now provide options in the account settings to enable linked accounts for data entry in specific plan versions.
The ability to override links for specific versions provides flexibility in the model. With these options you can leverage the links for certain versions when it suits your business needs. In other versions you can enable the data entry override so that you can:
     • Import data into the account.
     • Populate data into the account with Predictive Forecaster.
     • Enter data into the account on sheets.

New Functionality

Workday provide these new options in the Link Filters section of the account settings:
     • Override links for specific version: We enable you to select this check box to display the override fields for the account.
     • Link Version Selector: We enable you to select a plan version for the override.
     • Override Link Setting: We provide these options: None to keep the link, and Data Entry to enable imports and data input on sheets.
Workday provide the new options in the account settings of the target accounts that support links:
     • Cube Standard.
     • Cube-Entered.
     • General Ledger.
     • Custom.
After you set up the override, you can enter data:
     • In sheets.
     • With manual imports.
For Preview tenants, you can load and export the data through:
     • Loaders in Design Integrations for only general ledger and custom accounts.
     • custom Report Values and export Data APIs.
At this time, we show plan data during actuals overlay periods when a linked account has both of these settings:
     • Enable Actuals for Link for the Actuals Overlay setting.
     • Data Entry for the Override Link Setting.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Workday Adaptive Planning Data Agent Upgrade

Feature Description

With this release, we upgrade the Workday Adaptive Planning Data Agent to Java 11 and Pentaho Kettle PDI 9.3 for added security and long-term support.
We maintain continued compatibility and support of your Pentaho Kettle scripts and plugins for Workday Adaptive Planning Data Agents.

New Functionality

Workday upgrade the Workday Adaptive Planning Data Agent to Java 11 and Pentaho Kettle PDI 9.3.
Workday update the Workday Adaptive Planning Data Agent to version v19.

Functional Area(s)

Adaptive Planning

Setup Required :- Automatically Available

Financial Accounting

Address Tax ID Update

Feature Description

Workday 2025 R1 now expand the list of countries you can add tax details at address level to include:
     • France
     • Mexico
     • Philippines

You can use this feature to add tax ID and more detailed transaction tax status information to help you comply with tax regulations for France, Mexico, and Philippines.

New Functionality

Address Tax ID
When an Address Tax ID is in use, you can no longer update the tax status.
Tax ID Type
The same Tax ID Type can have the same active Tax Identification Number as long as each Tax Identification Number has a different tax status.
Enable Tax Details by Address

You can now configure tax details by address for these tax ID types:

     • RFC
     • TIN
     • SIRET

Functional Area(s)

Financial Accounting

Setup Required :- Automatically Available

Bank Routing Rule Web Services

Feature Description

Workday delivers new bank routing rule web services that you can use to import and export bank routing rules in bulk.
You can now use publicly-available web services to maintain bank routing rules, saving you time and effort when adding or updating bank accounts used for settling payments.

New Functionality

We deliver these new bank routing rule web services (secured to the Set Up: Settlement domain) that you can use to maintain bank routing rules in mass:
• Get Bank Routing Rule
• Put Bank Routing Rule

Functional Area(s)

Financial Accounting
Integration

Setup Required :- Setup Required

Put Worktags Tax Rule SOAP Web Service

Feature Description

Workday 2025 R1update the Put Worktags Tax Rule web service in v44.0 to now enable you to add or update specific lines for worktag transaction tax rules without reloading all of your unchanged lines.
This update enables you to partially update worktag transaction tax rules, without the need to populate all lines, saving you time and improving performance.

New Functionality

We add a new Replace All field on the Put Worktags Tax Rule web service, which you can set to:
• True for Workday to replace all lines for the worktag transaction tax rule.
• False for Workday to only update existing lines or add new lines.
We also deliver new validations on the Put Worktags Tax Rule web service to support the new option.
See the SOAP API Change Log link under Related Information.

Functional Area(s)

Financial Accounting

Setup Required :- Automatically Available

Tax Accounting for Customer Invoice Adjustments

Feature Description

When you apply adjustments to customer invoices with balancing worktags and value-added tax (VAT) on payment enabled to decrease the amount due from a customer, Workday now reverses the corresponding tax amounts on the customer invoice applications.
This update increases the accuracy of your accounting and reporting.

New Functionality

Workday update our processing logic so that when you apply adjustments to decrease the amount due from a customer on customer invoices with balancing work tags and VAT on payment enabled, we now reverse tax accounting entries on customer invoice application journals. Standard and custom reports on the Payment Tax Rate Application business object now also return rows for the customer invoice and for the customer invoice adjustment.

Functional Area(s)

Customer Accounts
Financial Accounting

Setup Required :- Automatically Available

Write Off Customer Invoices with VAT on Payment

Feature Description

Workday further streamlines your customer write-off process by now automatically reversing tax when you write off customer invoices with balancing work tags and value-added tax (VAT) on payment enabled.
This update eliminates the need to create manual journals to reverse tax when you write off customer invoices with balancing worktags and VAT on payment enabled, saving you time and reducing the risk of data entry errors.

New Functionality

Workday 2025 R1 update our processing logic to now automatically recalculate tax amounts when you write off customer invoices with balancing work tags and VAT on payment enabled. You can now view the tax journal lines when you access the View Accounting for Customer Transaction task from the customer invoice write-off.

Functional Area(s)

Customer Accounts
Financial Accounting

Setup Required :- Automatically Available

Integrations

Accounting Journal Scalability and Performance

Feature Description

Workday continue to deliver accounting journal scalability and performance updates.
These updates potentially improve runtime and help improve the health of your tenant.

New Functionality

Workday update the processing of the Unpost-Reverse Accounting Journal web service, enabling you to potentially experience faster run times when you use this web service to unpost or reverse journals with more than 500 journal lines.

Functional Area(s)

Common Financial Management
Integration

Setup Required :- Automatically Available

Bank Routing Rule Web Services

Feature Description

Workday delivers new bank routing rule web services that you can use to import and export bank routing rules in bulk.
You can now use publicly-available web services to maintain bank routing rules, saving you time and effort when adding or updating bank accounts used for settling payments.

New Functionality

Workday 2025 R1 deliver these new bank routing rule web services (secured to the Set Up: Settlement domain) that you can use to maintain bank routing rules in mass:

Get Bank Routing Rule
Put Bank Routing Rule

Functional Area(s)

Financial Management

Integration

Setup Required :- Automatically Available

Business Entity Contacts Query in Workday Graph API Schema

Feature Description

Workday continues to grow the Workday Graph API schema, providing Workday Extend apps access to more business object data using Graph API.
Extend apps can access more comprehensive data using Graph API.

New Functionality

Workday 2025 R1 deliver the new business Entity Contact query, enabling Extend apps to read Business Entity Contact data using Workday Graph API. To configure the security domains for the new query, access the View Security for Securable Item report in Workday.

Functional Area(s)

Common Financial Management
Integration

Setup Required :- Automatically Available

Errors in Financial Payment Integrations

Feature Description

Workday now displays error messages when outbound payment integrations are missing critical data to process.
This enhancement provides more consistent error messaging to help you manage your financial integrations more effectively.

New Functionality

Workday 2025 R1 update the logic in these outbound payment templates to send an error message when no customer invoices or journal lines are available:

Core Connector: Electronic Customer Invoices
Financial Journal Lines Outbound Connector

Functional Area(s)

Integration

Setup Required :- Automatically Available

Absence Management Web Services

Feature Description

With this release, we update v42.3 of these SOAP web services to support the Connected Experience: Scheduled Days to Include feature:

• Adjust Time Off

• Enter Time Off

• Import Time Off Request Event Batch

New Functionality

Workday 2025 R1 update these web services to support validation of time off requests, based on the the new Use Scheduling Shifts option on time off plans. See the SOAP API Change Log link under Related Information.

Functional Area(s)

Integration
Labor Optimization
Time Off and Leave
Workday Scheduling

Setup Required :- Setup Required

Supplier E-invoice Generic Connector Updates

Feature Description

Workday 2025 R1 support new fields in the Core Connector: Electronic Supplier Invoice integration template.

You can now use these web service fields in the Supplier E-Invoice Generic Connector integration template.

New Functionality

Workday deliver new mappings for these supplier invoice fields in the Core Connector: Electronic Supplier Invoice integration template:

• Bill From and Ship From

• Commodity Code

Functional Area(s)

Integration
Supplier Accounts

Setup Required :- Automatically Available

WPN - ISO 20022 V9 Credit Transfer Integration Template

Feature Description

Workday delivers a new WPN – ISO 20022 V9 Credit Transfer integration template to support version 9 (pain.001.001.09) global payment processing.
You can use the new WPN – ISO 20022 V9 Credit Transfer integration template to send outbound payment files that comply with ISO 20022 version 9 specifications.

New Functionality

Workday 2025 R1 deliver a new WPN – ISO 20022 V9 Credit Transfer integration template that you can use to send outbound payments in version 9 format to global banks.

The template is secured to these domains:

Integration Event
Process: Settlement

This template provides support for the new Legal Entity Identifier field used to identify the company initiating the payment.

We add a new Dbtr Legal Entity Identifier (LEI) map on the integration template to support the new field.

Workday update these existing maps on the template to now support multiple map values:

CountryToClrChanl
Override CountryToClrChanl by Payment Type

Workday also update these tags in the payment file to support the version 9 format requirements:

BIC to BICFI
ISODate to ISODateTime

Functional Area(s)

Banking and Settlement
Cash Management
Integration

Setup Required :- Automatically Available

Payroll

Additional Payroll Data Authentication and Authorization

Feature Description

Workday 2025 R1 update the authentication and authorization processes for Additional Payroll Data to use the Global Payroll REST API.
Ensuring third-party payroll vendors handle the authorization of JWT claims for Additional Payroll Data enhances security, usability, and scalability, and helps you meet security and compliance standards.
Moving claims from the JWT header to the query parameters or request body for authentication simplifies access to the claims.

New Functionality

With this release, we uptake the Authorizations REST API in the Global Payroll v1 REST web service (secured to the new View: Global Payroll Authorizations domain in the Global Payroll Connect functional area) to ensure vendor authentication of JWT claims for Additional Payroll Data.
We move these JWT claims for GET and DELETE into query parameters and for POST into request bodies for all vendors:
     • payGroupCode
     • employeeID
     • countryISOCode
     • viewOnly
Workday also move these JWT claims to query parameters or body request for metadata vendors:
     • positionID
     • PayCompanyCode
     • subPayCompanyCode
     • subPayGroupCode
     • subCountryISOCode
The API processes the vendor request and returns the user’s authorization status in the response.

Workday 2025 R1 also improve the ID management flexibility for vendors, enabling them to configure ID mappings more efficiently without impacting existing API agreements.

These new external payroll attributes are now available in the external payroll configurations, enabling vendors to map their unique ID types directly within Workday.

     • Pay Company ID Type
     • Pay Group ID Type
Vendors can now store and configure these ID types in Workday and map ID value types to either the Pay Company ID Type or Pay Group ID Type attributes based on their requirements.
     • Workday ID (WID)
     • Reference ID (REF)
     • Organization Code (ORG)
To configure these mappings, use the appropriate task:
     • Metadata vendors: Use the Edit External Payroll Vendor (Workday Owned) task.
     • Audited vendors: Use the Edit External Payroll Vendor Mapping task.

Functional Area(s)

Payroll Interface

Setup Required :- Setup Required

Additional Payroll Data on Benefits and Pay Hub

Feature Description

Workday now enables you to display additional payroll data on the Benefits and Pay Hub.
Enabling workers to access additional payroll data on the Benefits and Pay Hub enhances convenience.

New Functionality

Workers with access to the My Additional Payroll Data report can now access the information from the report on the Benefits and Pay Hub by navigating to Pay > Additional Payroll Data.

Functional Area(s)

Payroll Interface

Setup Required :- Automatcally Available

Image Replacements in Workday

Feature Description

Workday replaces images in the product.
Workday has undergone a corporate brand refresh which embodies our corporate vision of moving work Forever Forward for our Workday community of users, and these new images align with our new corporate branding.

New Functionality

Workday update the Manage Payroll Interface Integration Command Center Data Queue task on the Payroll Interface Integration Command Center dashboard by replacing the images.

Functional Area(s)

Payroll Interface

Setup Required :- Automatcally Available

Payroll Effective Change Interface Integration

Feature Description

Workday continues to improve the Payroll Effective Change Interface (PECI) integration functionality.
PECI is a full-stack integration that enables you to transmit each payroll change for each worker sequentially and includes the effective date and data entry date for each change.

New Functionality

Functional Area(s)

Payroll Interface

Setup Required :- Setup Required

Worker Effective Change Interface Integration

Feature Description

Workday continues to improve the Worker Effective Change Interface (WECI) integration functionality.
WECI is a full-stack integration. It transmits worker changes for each worker based on organization and includes the effective date and data entry date for each change.

New Functionality

Include Compensation Data Section Integration Attribute
We add a Compensation Change Reason Only (Secondary) option to the Include Compensation Data Section integration attribute that you can select so WECI includes the compensation change reason even when that’s the only change.
Include Position Data Section Integration Attribute
We add a new Job Change Reason Only (Secondary) option on the Include Position Data Section integration attribute that you can select so WECI includes the job change reason even when that’s the only change.

Functional Area(s)

Payroll Interface

Setup Required :- Setup Required

Talent & Performance

Advance Steps in the Assess Skills Business Process

Feature Description

Workday 2025 R1 improve business process management for skill assessments.
This enables you to keep skill assessment data and complete skill assessments even when 1 or multiple steps on the Assess Skills business process are not completed.

New Functionality

Workday 2025 R1 now enable you to advance steps of the Assess Skills business process before the steps are complete.

You can advance steps:

Manually by accessing individual in-progress skill assessments.
Using the Mass Advance Business Process task.
Using the Mass Operation Management task.

Functional Area(s)

Talent Marketplace

Worker Profile and Skills

Setup Required :- Automatically Available

Flex Teams Web Services

Feature Description

Workday continue to deliver new web services for flex teams.
Note: You might need to take additional steps to enable this feature depending on your organization’s subscription service agreement. For more information, see this article on Community.
The new web services enable you to more easily import and export flex teams data.

New Functionality

Workday deliver these new web services (secured to the Manage: Flex Teams domain):

Complete Flex Team
Get Flex Team Endorsements
Put Flex Team Endorsements

Functional Area(s)

Talent Marketplace

Worker Profile and Skills

Setup Required :- Setup Required

The Enhanced Cloud Connect for Learning Platform

Feature Description

Workday delivers an enhanced Cloud Connect for Learning (CCL) platform that enables third-party content providers to easily integrate with Workday Learning.

Workday also streamlines the CCL setup process by consolidating all the setup tasks into 1 task.

In addition, you can now request your content provider to build their own integration with Workday Learning by directing them to the Workday Partner Program.

We have outlined the list of providers building an integration to the new CCL platform in the Business Benefits section. For content provider integration delivery dates, contact your respective content providers directly. As content providers build their integration to the CCL Platform, Workday displays their names in the Content Provider prompt on the new consolidated task.

Note: With Workday 2025R1 Preview tenant, though there are a number of partners actively developing their connection to the platform, no integrations are complete and available to test at this point. We will update our documentation when content provider integrations are available.

You’ll have access to more content providers integrated with the new CCL platform. With Workday 2025R1, these are the new content providers who are in the process of integrating with Workday Learning via CCL:

Big Think
BizLibrary
Emtrain
Intuition
O’Reilly
Pearson
Relias
Sana Labs

Workday 2025R1 has these existing content providers who are in the process of integrating with the new CCL platform:

Go1
Harvard
OpenSesame
Skillsoft
Udemy

For integration delivery dates, contact your respective content provider directly. As content providers build their integration to the CCL platform, Workday displays their names in the Content Provider prompt on the new Configure Cloud Connect for Learning task.

If you would like to add a content provider to our list of supported providers, you can request them to build their own integration with Workday Learning by directing them to the Workday Partner Program.

New Functionality

Configure Cloud Connect for Learning

Workday delivers a new consolidated Configure Cloud Connect for Learning task (secured to the Set Up: External Content domain) to simplify the way you set up cloud connect for learning and to offer you access to an expanded list of content providers.

If you set up CCL with a content provider using the new Configure Cloud Connect for Learning task, the content provider will be removed for you from the Configure External Content Provider task.

If you are setting up an integration with an existing content provider where channels were used, note that Workday no longer supports channel selection in the new CCL platform.

Search Facets

Workday allows you to add the new Authors and Publishers search facets to your custom Browse Learning Content and Manage Learning Content reports. You and your users can now filter the search based on authors or publishers of a piece of content, if your content provider supports these fields.

Known Issue: Workday displays the Authors and Publishers search facets in your custom Browse Learning Content and Manage Learning Content reports only if you clear the Sort by Relevance check box.

Content Types

Workday introduces 2 new content types, Collection and Document for third-party content providers to send content with collection and document types.

Users of the Browse Learning Content report and custom copies of the Manage Learning Content report can also now filter their search results based on the new content types in the External Content Type search facet.

Learning Report Fields

Workday adds these new report fields on the Learning Content business object (secured to the Manage: Learning Content, Set Up: Learning Catalog and Learning Access domains):

Authors
Publishers

Functional Area(s)

Talent Marketplace
Worker Profile and Skills

Setup Required :- Setup Required

Time Tracking And Absence

Automatically Submit Time Enhancements

Feature Description

Workday enhances the Auto Submit Time feature to help you easily select a population to automatically submit time and to choose which periods to exclude.

This enhancement increases efficiency in submitting time by letting you select a specific population and excluding periods from being submitted.

New Functionality

Selection Criteria Tab

We add these fields to the Selection Criteria tab to support flexible selection of workers to automatically submit time:

Organizations
Include Subordinate Organizations
Job Profiles
Worker Type
Locations
Collective Agreement
Work Shifts
On Leave Include
Exclude

On Leave Workers Only

• Workers Selection section – You can only select workers you have access to from this prompt.
• Exclude Current and Future Periods check box- To exclude a worker’s current and future periods from being submitted automatically.

Reported Time Blocks for a Date Range Report
We add the Worker Status column to the Reported Time Blocks for a Date Range report to help you automatically submit time for workers based on their employment status.

Auto Submit Time Fields

We rename these fields on the Auto Submit Time task for clarity:

     • Auto Submit to Auto Submit Periods With
     • All Time to Any Unsubmitted Time
     • Imported Time to Any Imported Time
     • Imported Auto Submit Time to Imported Time With Auto Submit Value True
We also update the description of Dynamic Range to correctly explain the Run Now frequency.

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Edit and Approve Time Filters

Feature Description

With this release, Workday 2025 R1 add new filters that enable you to better control which workers to display on the Edit and Approve Time report.
This improves the report performance and saves time for managers and administrators who reviewing time.

New Functionality

When you set up filters on the Edit Time Approval Template task, they now apply to the Edit and Approve Time report. This enables you to:

Add these prompts that reviewers can use to refine the groups of workers to display on the report: Employee Type
Job Exempt Status
Pay Rate Type
Worker Type
Configure implicit filters that reviewers can’t modify.

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Effective-Dated Time Entry Templates

Feature Description

With this release, you can apply effective dates to time entry templates to support changes in legislation, union agreements, or company policy, ensuring accurate time entries for workers. You can also view current, past, and future effective-dated configurations to easily track changes over time. This feature enables Time Tracking administrators to create effective-dated time entry template configurations for key Time Tracking elements that impact time calculations, totals, and time entry recording.
With this feature you can add future dates when making time entry template changes so that you can easily adapt to workforce changes driven by policy and regulatory shifts. Example: Previously, an administrator had to log into Workday on January 1 to update configurations due to legal changes that go into effect at the start of the year, even though it was a company holiday. Now, the administrator can update configurations ahead of time and future-date the changes to go into effect on January 1.
Effective-dated time entry templates:
     • Minimize retroactive manual adjustments.
     • Provide greater audit visibility.
     • Promote accurate time entries through enhanced validation capabilities.

New Functionality

Time Entry Template Changes
To support saving time entry template data with effective dates, we update these tasks and reports:

Create Time Entry Template
Edit Time Entry Template
View Time Entry Template
We consolidate the time entry template tabs into these 2 new tabs:

• Effective-Dated: Contains fields and configuration options that are effective-dated and apply to all time entry methods.
• Noneffective-Dated: Contains fields and configuration options that are not effective-dated and apply to transactions in the past, present, and future.
Fields in the header of the time entry template are not effective-dated.

The Effective-Dated tab contains:

• A new Effective Date field.
• A panel on the left where you can:

Choose effective dates that have data already configured.

Add new effective dates.
The Default Time Entry Code option.
These sections and their configuration options: In/Out Entry Options
Time Clock Event Matching
Time Off Calculations
Shift-Based Check-In
System Meals and Breaks
Time Entry Restrictions
Worktags
Business Process
Time Shift
Totals
Eligibility

Workday 2025 R1 also add a new Copy Effective-Dated Data button on the View Time Entry Template report that lets you copy effective-dated time entry template configurations.

Time Entry Template Eligibility
With this change, eligibility comes from the end of the week or from the specific day depending on the time entry method or task.

See the Attachments for details.
Time Tracking Tasks
We deliver a new Delete Time Entry Template Effective-Dated Data task (secured to the Set Up: Time Tracking domain in the Time Tracking and Time Tracking Hub functional areas) that you can use to delete data for multiple effective dates for a time entry template.
We also add a new Copy Time Entry Template task that you can access through the related actions menu of a time entry template. This enables you to create a new time entry template with a similar effective-dating and noneffective-dating configuration.
Financial Management Tasks

Workday 2025 R1 update these Financial Management tasks to respect and support effective-dated data from Time Tracking:

Review Billable Project Transactions
Set Up Project Labor Cost Summary Configuration
Review Billable Usage-Based Transactions
Reports

Workday 2025 R1 deliver a new All Time Entry Template Effective Dates report (secured to the Set Up: Time Tracking domain in the Time Tracking and Time Tracking Hub functional areas) so that you can view all effective-dated configurations for all time entry templates in a single report.
We update the All Time Entry Templates report with a new:

Effective Date prompt. When you don’t select a date, Workday uses the current date.
Effective as of Date field that we display only when you select an effective date.
We update the View Time Tracking Eligibility Rule report so that Workday appends the effective date to the eligibility rule name.
We also update the Used By field on the All Translation Condition Rules report to return the effective-dated time entry template that the condition rule is used in.
New and Updated Report Fields
We update the Used By report field to support effective dating and return the appropriate value based on the effective date on the Condition Rule business object. Used By now returns time entry templates with the effective date appended to the existing report field name.
We add many new report fields and update many existing report fields that you can use in custom reports. See Attachments for a full list.
Web Services
We also update many existing web services. See Attachments for a full list.

Other Updates
Workday 2025 R1 also update many existing Time Tracking business processes, jobs, tasks, reports, report data sources, and worklets to respect and support effective dating. See Attachments for a full list.

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Enter Time by Type Comments

Feature Description

Workday 2025 R1 continue to improve the Enter Time by Type user experience with enhancements to the Comments pop-up.

The new Comments pop-up improves the user experience and accessibility by enabling your users to enter comments on their project time more effectively.

New Functionality

When your users enter time by type, they can now enter comments for each day in a vertically expandable field. We remove the table format for better accessibility.

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Flexible Check-In and Check-Out

Feature Description

With this release, you can configure custom thresholds around check-in and check-out times within which your workers can adjust their time entries.
This enables workers to record their hours with precision, even when there are delays between arriving at work and checking in or between checking out and leaving. You will now have the data you need to pay employees for all their worked time so that you can meet compliance requirements. This feature also saves time for managers and administrators who no longer have to make adjustments.

New Functionality

Workday 2025 R1 add a new Worker Edits for Check In and Check Out Tasks section to the time entry template on the Effective-Dated tab, in the Time Entry section that enables workers to edit the times when they check in and check out. The new section contains these options:

In Time
Out Time
Out Time (Break)
Out Time (Meal)
Threshold Before Check-In (Minutes)
Threshold Before Check-Out (Minutes)
Threshold After Check-In (Minutes)
Threshold After Check-Out (Minutes)

When you enable flexible check-in and check-out, workers can change the date and time on these tasks within the threshold you configure:

On desktop: Check In
Check Out
Check Out (Break)
Check Out (Meal)
On mobile devices: Check In
Check Out
You can set thresholds values from 0 to 120 minutes.

Workday deliver these new report fields on the Time Entry Template business object (secured to the Set Up: Time Tracking domain) that enable you to verify your time entry template setup on the All Time Entry Templates report:

Allow Flexible In Time
Allow Flexible Out Time
Allow Flexible Out Time for Break
Allow Flexible Out Time for Meal
Flexible Threshold After Check-In (Minutes)
Flexible Threshold After Check-Out (Minutes)
Flexible Threshold Before Check-In (Minutes)
Flexible Threshold Before Check-Out (Minutes)

Workday 2025 R1 deliver these new report fields on the Time Clock Event business object (secured to the Reports: Time Tracking, Self Service: Time Calendar, and Worker Data: Time Calendar domains) that you can use in your custom reports:

Date or Time Modified by Worker
System Default Time

Workday update these web services to support migrating flexible check-in and check-out configurations via OX2.0 or iLoad:

Get Time Entry Template
Put Time Entry Template

Note:

This feature only applies to the check-in and check-out time entry methods.
If Flexible Check-In and Check-Out is enabled, then you can’t enable:
Shift-Based Check-In
Geofences By Scheduled Shift Location

Functional Area(s)

System
Time Tracking

Setup Required :- Setup Required

Intelligent Prompt Recommendations for Time Entry

Feature Description

Workday provides intelligent prompt recommendations on time type selections. Your users can now select recommended prompt values that are frequently used by your organization to expedite entering time.
Enabling prompt recommendations helps improve accuracy and efficiency in entering time.

New Functionality

Maintain Machine Learning Prompt Recommendations Task
We provide a new Time Tracking section on the Maintain Machine Learning Prompt Recommendations task that you can use to hide or show the time type prompt recommendations to your users when they select a time type.
We also secure the Maintain Machine Learning Prompt Recommendations task to the Set up: Time Tracking domain.

Recommended Prompt Filter for Time Type
You can now configure Workday to display machine learning recommendations on the Time Type prompt on these tasks:

Check In
Edit and Approve Time
Enter Time by Type
Enter Time by Week
Time Block Micro Edit
Quick Add

Workday displays recommendations based on the most recently used and most frequently used selections on the prompts.

Functional Area(s)

Time Tracking

Setup Required :- Setup Required

Maintain Invalid Time Clock Events for Workers

Feature Description

With this release, managers can correct invalid time clock events that workers record on the Workday Time Kiosk during downtime or on third-party clocks.
This makes it easy for managers to ensure that Workday records the correct time for workers who check in and out on external clocks or on the Workday Time Kiosk.

New Functionality

Workday 2025 R1 deliver a new Maintain Time Clock Events for Worker security domain (in the Time Tracking functional area) that you can use to secure manager access to the time clock events of their workers.

Workday also deliver the new Maintain Invalid Time Clock Events for Workers task (secured to the Maintain Time Clock Events for Worker domain in the Time Tracking functional area). This task enables managers to correct or ignore invalid time clock events for their direct reports.

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Midweek Project Changes with Enter Time by Type

Feature Description

With this release, workers can enter project time in Enter Time by Type after midweek project or project plan task eligibility changes, or midweek project inactivations.
This makes project time entry more efficient for workers.

New Functionality

Workers no longer receive a validation message for approved and unmodified time entries after a midweek:
     • Project inactivation.
     • Project eligibility change.
     • Project plan task eligibility change.
Note: To avoid critical validation errors, managers and administrators must approve time entries before they:
     • Inactivate the project they’re related to.
     • Change worker eligibility for the project or project plan task.

Functional Area(s)

Project Billing
Time Tracking

Setup Required :- Automatically Available

Third-Party Scheduling

Feature Description

With this release, when you import scheduled shifts from third-party systems, you can enable Workday to retrieve related attributes from the worker’s imported shift. On both desktop and mobile, when workers check in using the Check In or Add Clock Event tasks, Workday can automatically populate the time entry code, position, and worktags using the data imported from the third-party scheduling system.
This eliminates the expense of maintaining a separate integration system to load worker time and its associated data to Workday, and it makes checking in quicker and easier for workers.

New Functionality

Workday 2025 R1 add a new Third-Party Scheduling section to the Noneffective-Dated tab of the time entry template that enables Workday to match schedule events from third-party scheduling systems with Workday check-ins so that Workday can populate default values when workers check in. This section contains 2 new check boxes:

Import from Third-Party Schedules
Use Time Tracking Worktag Defaults
We deliver these new report fields on the Time Entry Template business object (secured to the Set Up: Time Tracking domain) that enable you to verify your time entry template setup on the All Time Entry Templates report:
Import from Third-Party Schedules
Use Time Tracking Worktag Defaults

Workday 2025 R1 deliver these new calculated fields on the Time Clock Event business object (secured to the Reports: Time Tracking, Self Service: Time Calendar, and Worker Data: Time Calendar domains) that you can use in your custom reports.

Time Entry Code on Imported Schedule Event
Position on Imported Schedule Event
Variance Exists
Worktags on Imported Schedule Event

Workday 2025 R1 update these web services to support migrating third-party scheduling configurations via OX2.0 or iLoad:

Get Time Entry Template
Put Time Entry Template

When you select the Import from Third-Party Schedules check box, you can use the Import Ad Hoc Schedules web service to import schedule events as schedule blocks. When workers check in, Workday searches for the nearest schedule block start time within a 12-hour timeframe. If Workday finds a schedule block for the worker, it applies any values specified in the block as default values on the check-in event.
When Workday finds no scheduled shift or no value for an attribute in the schedule block, Workday uses the default time entry code from the worker’s time entry template and applies the value specified there.
When you select the Import from Third-Party Schedules check box and clear the Use Time Tracking Worktag Defaults check box, if both the scheduled shift and the time entry code don’t specify values for a worktag, Workday doesn’t assign a value to that worktag.
When you also select the Use Time Tracking Worktag Defaults check box, if both the scheduled shift and the time entry code don’t specify values for a worktag, Workday evaluates the time entry template configuration and applies worktag values to the check-in event according to the worktag precedence rules. See Reference: Worktag Precedence in Time Entry in the Administrator Guide.
Note:
• We don’t currently support project-based third-party schedules.
• You can’t enable Workday Scheduling if Third-Party Scheduling is enabled.

Functional Area(s)

Time Tracking

Setup Required :- Setup Required

Time Entry Template Reporting

Feature Description

With this release, we include additional time entry template settings on the All Time Entry Template Effective Dates report.
This makes it easier for time tracking administrators to review and analyze all effective-dated settings in a single report.

New Functionality

Workday 2025 R1 add these new columns to the All Time Entry Template Effective Dates report so that you can review all time entry template settings in a single report:

Copy Worktags for Breaks
Enable Optional Out Times
Main Totals
Total
Unit
Label
Primary
Prevent Submission of Incomplete Time Blocks
Time Shift Options
Maximum Duration for Out (Hours)
Maximum Duration for Out (Minutes)
Maximum Duration for Meal (Hours)
Maximum Duration for Meal (Minutes)
Maximum Duration for Break (Hours)
Maximum Duration for Break (Minutes)
Group Time Blocks for Shift Based On
Use Second Precision

Functional Area(s)

Time Tracking

Setup Required :- Automatically Available

Transfer Project Time Blocks within Closed Time Entry Periods

Feature Description

Workday 2025 R1 now enable you to transfer time blocks within closed time entry periods without triggering time calculations or retroactive payroll calculations to run.
This feature enables you to:

Move time blocks to a different project in a closed period, supporting updates in billing without impacting payroll.
Maintain work in progress for long periods, and then transfer associated time blocks to other projects.
Recoup billable hours.

New Functionality

Allow Project Transfer in Closed Periods Option
Workday 2025 R1 add a new, tenant-wide Allow Transfers Within Closed Time Entry Periods check box on the Project Transfer Options tab on the Set Up Project Billing Configuration task.
When you select the option and have access to the Transfer Project Transactions task (secured to the Manage: Project Transaction Transfer subdomain under the parent Manage: Project domain), you can transfer time block transactions with dates that are in a closed time period to another project task.
Time Blocks
Workday 2025 R1 add a new Project Transferred in Closed Period field on the time block, enabling you to easily identify if the project time block is transferred during a closed time entry period. When it is, the field displays with a Yes value. Otherwise, the field isn’t displayed.
Also, on the History tab of the time block, the Time Type column displays the project plan tasks that the time block was transferred from and to.
Reporting
Workday 2025 R1 deliver a new Project Transferred in Closed Period report field on these business objects (secured to the Reports: Time Tracking domain), which enables you to identify the time blocks that were transferred in a closed time entry period:
• Time Block
• Time Review Event
Workday 2025 R1 also add a new entry to the Time Block Changes column on the standard Time Block Audit report, enabling you to identify that the project or project plan task was updated, either as a result of a project transfer or because it was edited by a user. In these cases, the column displays with Updated: Time Type.
Retroactive Payroll
Time blocks transferred in closed periods don’t trigger retroactive payroll calculations. If there are retroactive payroll triggering events prior to the project transfer time block event, the project transfer occurs and recalculates payroll.

Functional Area(s)

Customer Contracts
Project Billing
Time Tracking

Setup Required :- Setup Required

Benefits

Benefit Credit Offsets for Workday Payroll

Feature Description

Workday 2025 R1 enable you to set up benefit credit offsets for Workday payroll.
With these updates, you can configure benefit credits in Payroll to more easily offset the cost of a worker’s benefit election either through an earning or deduction.

New Functionality

Workday 2025 R1 deliver these new instance value calculations (IVC) on the View Instance Value Calculation (Workday Owned) report. Use these IVCs in earning and deductions when you want to calculate benefit credits:

Benefits: Total Benefit Credits – Identifies the total number of benefit credits awarded for any combination of benefit group, benefit plan, and benefit coverage type credits associated with an earning or deduction.

Benefits: Benefit Credit Election Offset – Identifies the total number of benefit credits used to offset the cost of an election associated with an earning or deduction.

Functional Area(s)

Benefits

Setup Required :- Setup Required

Mobile Benefits UI Rearchitecture

Feature Description

Workday 2025 R1 transition from an older mobile UI architecture to a new one for Benefits on the Workday mobile application.
This transition improves security and accessibility.

New Functionality

For Benefits on the Workday mobile app, we change the UI appearance and presentation of information for workers. Workers will notice visual changes, but functionality remains the same for mobile enrollment.
We enhance accessibility in Benefits on mobile with a Generalized UI solution. New accessibility features include:
Dynamic text resizing

Voice over and talk back

Translation to languages other than U.S. English (based on the user’s profile settings)

The Generalized UI solution will continue to be improved upon and kept up to date with new accessibility improvements.

Functional Area(s)

Benefits

Setup Required :- Automatically Available

Purge Dependents and Beneficiaries for Active Workers

Feature Description

Workday 2025 R1enable you to purge dependent and beneficiary data for active employees.
Previously, you could only purge this data for terminated workers.

New Functionality

With this update, we enable you to purge all dependents and beneficiaries for a selected set of active workers with the Purge Person Data task. When you purge this data, Workday removes any references to the person from the tenant. Purging dependents and beneficiaries for active workers cannot be undone. Examples: we remove dependent events, Change Beneficiary events, wellness data, and personal information.
We add 1 purgeable data type: Workers Dependents and Beneficiaries.
This feature is available only by request, as purging this data is irreversible and can cause issues if done incorrectly. Contact Workday Support to request that they enable the Workers Dependent and Beneficiary purgeable data type to your tenant.

Functional Area(s)

Benefits

Setup Required :- Setup Required

SOAP Import Web Services for Benefits

Feature Description

Workday 2025 R1 enhance the Import 1095-C Form Recipients Data web service (SOAP).
This feature reduces the amount of time it takes to import data when using the Import 1095-C Form Recipients Data web service.

New Functionality

We update the Import 1095-C Form Recipients Data web service, enabling you to import data more quickly.

Functional Area(s)

Benefits

Setup Required :- Automatically Available

Recruiting

Candidate Home Usability

Feature Description

Workday 2025 R1 update Candidate Home to improve the user experience for candidates completing disability status and government ID tasks.

U.S. Disability Status

Workday update the Update Candidate U.S. Disability Status task to:

Display as a pop-up modal instead of a separate page.
Show a confirmation modal upon completion, displaying any remaining tasks for the candidate.
No longer clear out values that the candidate entered when they switch the language between English or Spanish.
The Name field, Date field, and self-identification of disability check box selection are all optional unless the candidate:
Enters data for any of the fields or selects a check box.
Or enters data in the Employee ID (if applicable) field.

This is the expected behavior when the Required Completion of Voluntary Self-Identification of Disability check box is not selected on the Edit External Career Site task under the Apply – Voluntary Self Identify Disability (US Only) section. Previously, the Employee ID (if applicable) field would not affect the requirement of the fields and check box selection.

Government Identifiers

Workday 2025 R1 update the Change Government Identifiers task to display:

• As a pop-up modal instead of a separate page.

• A confirmation modal upon completion that displays any remaining tasks for the candidate.

Workday also update the task with labels for each ID the candidate adds (Government ID 1, Government ID 2, National ID 1, etc.).

Workday 2025 update the checksum validation to trigger as an alert instead of an error, allowing candidates to submit the task even with the validation.

Workday no longer require candidates to have security permissions on the Self-Service: Government IDs domain to submit the task.

New Functionality

This improves the Candidate Home experience and increases efficiency for external candidates completing application tasks.

Functional Area(s)

Recruiting
Staffing

Setup Required :- Automatically Available

Enhanced Candidate Tracking for Recruiting Agency User

Feature Description

With this release, Workday provides Recruiting Agency users with more efficient candidate tracking capabilities, providing them with essential information in a more accessible and organized manner.

Enhanced Candidate Management for Recruiting Agency Users:

Increases efficiency by giving agency users real-time access to candidate status updates, interview details, and key documents, reducing back-and-forth communication with recruiters and saving time for both parties.
Reduces time to fill positions by providing agency users with effective tools to manage candidate information more efficiently, speeding up the recruitment process.
Improves the candidate experience by enabling timely communication and organized interview scheduling, promoting a more positive hiring process.

New Functionality

Granular Status Updates

Recruiting agency users can now access more detailed status updates on their candidates’ job applications.

In Japan and other countries, agency users can now view the job application stage and step in one custom report, improving efficiency by eliminating the need to contact recruiters for status updates.

Interview Scheduling Details

Recruiting agency users can now view finalized interview scheduling details to communicate with candidates effectively.

Users in Japan and other countries can view key interview scheduling details in one report, simplifying the process of arranging interviews outside of Workday Recruiting.

You can use the new Report Fields to access these interview scheduling details:

Interviewers
Start Time
End Time
Location
Interview Type

Functional Area(s)

Recruiting
Staffing

Setup Required :- Setup Required

Purge Dependents and Beneficiaries for Active Workers

Feature Description

Workday 2025 R1 enable you to purge dependent and beneficiary data for active employees.
Previously, you could only purge this data for terminated workers.

New Functionality

With this update, we enable you to purge all dependents and beneficiaries for a selected set of active workers with the Purge Person Data task. When you purge this data, Workday removes any references to the person from the tenant. Purging dependents and beneficiaries for active workers cannot be undone. Examples: we remove dependent events, Change Beneficiary events, wellness data, and personal information.
Workday add 1 purgeable data type: Workers Dependents and Beneficiaries.
This feature is available only by request, as purging this data is irreversible and can cause issues if done incorrectly. Contact Workday Support to request that they enable the Workers Dependent and Beneficiary purgeable data type to your tenant.

Functional Area(s)

Benefits

Setup Required :- Setup Required

New Workday Onboarding Experience

Feature Description

Workday enhances the onboarding experience, enabling you to send personalized and engaging content to new hires at defined stages of their onboarding period.

This new functionality allows you to send targeted preboarding content to candidates as soon as they receive an offer or employment agreement, bridging the gap until they receive access to Workday.

After receiving their Workday account, you can continue to connect with your new hires and share the information they need to prepare for their role even before Day 1. With their Workday account, they can log in and complete any compliance tasks in their Onboarding Plan, ensuring HR has all the necessary details for a smooth setup.

An engaging onboarding experience drives business success by creating a welcoming and informative initial interaction for new employees. This fosters a positive workplace culture and boosts confidence, resulting in:

Fewer ‘no shows’ on their first day.
Increased new hire retention and reduced turnover costs.
Higher job satisfaction and improved productivity.

New Functionality

Security Domains:

We add these new security domains in the Onboarding functional area.

Manage: Onboarding Audience Condition Rules: Enables you to manage condition rules for audiences for Onboarding Plans.
View: Onboarding Plans Preview: Enable you to preview the configuration of Onboarding Plan details for a person or Plan Assignment.

Onboarding Plan

You can now assign your new hires an Onboarding Plan that contains all of the content they need throughout their onboarding period. A new hire can access their Onboarding Plan:

Externally: Through the new External Preboarding site, bridging the engagement gap while the new joiner only has access through their Candidate Home account. (Recruiting customers only)
Internally: Within the tenant after receiving their Workday account credentials. (All HCM customers)

Note: Once the new hire logs into their Workday account in Production for the first time, they will no longer access their Onboarding Plan through the External Preboarding site. Instead, when accessing the External Preboarding site, they will be directed to their Onboarding experience within the tenant.

Admin Experience: Onboarding Planner

The Onboarding Planner gives you a centralized hub to configure Onboarding with improved visibility. It allows you to create time-based stages aligned with the Hire Date, helping you group and deliver unique content to new hires in manageable stages, reducing overload. The Onboarding Planner also includes reporting tools to help you monitor plan assignments to maintain oversight, and a location to configure branding for the External Preboarding site.

Report Fields

Workday 2025 R1 deliver new report fields that you can use in condition rules and custom reports. (See the attached file for a full list of all new report fields and their business objects)

Report Data Sources

Workday 2025 R1 deliver these new Report Data Sources (RDS) that you can use to create custom reports for onboarding:

Onboarding Plan Assignments (secured to the Worker Data: Onboarding domain)
Onboarding Advisories (secured to the Set Up: Onboarding domain)

Workday Delivered Reports

Onboarding Plan Assignments: You can use this report to get an overview of onboarding plan assignment details for workers or pre-hires assigned the plan.

Onboarding Advisories: You can use this report to help you address potential issues during the onboarding process, such as any new worker or pre-hire that may be missing an onboarding plan assignment

Onboarding Plan Assignment Service Step

We add the new Onboarding Plan Assignment service step that you can add to these business processes to establish the starting point point from which an Onboarding Plan can be made available to new hires:

Hire

Contract Contingent Worker

Employment Agreement (Recruiting customers only)
Offer (Recruiting customers only)

Onboarding Timeline

Workday add the Onboarding Timeline to provide new hires with a visual representation of their current stage in the onboarding process. The content dynamically updates as new hires progress through each stage based on plan configuration. If you have an active plan assignment, the Onboarding Timeline is visible on the:

Workday Homepage (Access point to Onboarding Plan)
Onboarding Plan

Onboarding Tasks

Workday 2025 deliver these new tasks that you can use with the new onboarding experience. See attachment for full list.

Onboarding Purge

You can use the new report field Has Active Onboarding Plan Assignment (secured to the Purge Person Data domain) to purge personal identifiable information for candidates or job applications with active onboarding plan assignments. After you purge a candidate or job application, Workday inactivates the associated Plan Assignment.

Tenant Setup Check Box

Workday 2025 R1 add a new Disable Onboarding Dashboard check box on the Edit Tenant Setup – HCM task.

Two of the Onboarding tasks used to access the existing Onboarding Dashboard and Onboarding Plans (from global search or homepage menu items) are conditional and impacted by the Disable Onboarding Dashboard check box.

For these two tasks, when you leave the Disable Onboarding Dashboard checkbox unselected, Workday directs users with an active Onboarding Plan Assignment to the new Onboarding Plan homepage. Users without an assignment will continue to see the existing Onboarding Dashboard.

When you select the Disable Onboarding Dashboard checkbox, Workday directs all users to the new Onboarding Plan homepage.

This supports customers using the existing Onboarding Dashboard, allowing new hires with ongoing dashboard content to complete their onboarding through a single experience. The check box enables you to manage your migration to the new Onboarding Plan when you’re ready for your entire onboarding population to transition to the new experience.

Functional Area(s)

Candidate Engagement
Onboarding
Recruiting
Staffing

Setup Required :- Setup Required

Non-US English Locales on External Career Sites

Feature Description

Workday enhances the candidate experience by enabling you to configure the external career site with non-US English locale options. This allows candidates outside the United States to enter dates in the DD/MM/YYYY & YYYY/MM/DD format, aligning with their local date conventions.

Enabling candidates to enter dates in the local format:

Enhances the candidate experience by removing confusion, leading to a smoother and more intuitive job application process.
Supports localization on a global scale by ensuring regional language and date preferences are respected.
Improves data accuracy by minimizing errors during the job application process, and reducing the risk of incomplete or incorrect submissions.

New Functionality

You can now configure the external career site with a non-US English option, ensuring that candidates outside the United States can enter dates in the DD/MM/YYYY & YYYY/MM/DD formats across all date fields on the site.

Example: Preferred Locale: English (United Kingdom) and Date of Birth: 02/12/2025.

Functional Area(s)

Recruiting
Staffing

Setup Required :- Setup Required

Validation Message for Send Message Task

Feature Description

With this release, Workday adds a validation message on the Send Message task on the Candidate Grid, to limit the number of candidates you can email through the task.

Limiting the number of candidates you can email at once to 1,000 through the Send Message task enhances recruiter-candidate communication by reducing the risk of emails being flagged as spam.

New Functionality

Workday 2025 R1 add this validation message to the Send Message task on the Candidate Grid on job requisitions and evergreen requisitions: You can’t send an email to more than 1000 candidates at once. For larger groups, consider using Candidate Pools.

Functional Area(s)

Recruiting
Staffing

Setup Required :- Automatically Available

Learning

AI Summarization of Content Feedback

Feature Description

With this release, you can use Generative AI (GenAI) to summarize user feedback comments on learning content.

Note: You might need to take additional steps to enable this feature depending on your organization’s subscription service agreement. For more information, see this article on Community.

This feature helps you to surface the most valuable comments, quickly categorize feedback, and gain actionable insights to improve your learning content.

New Functionality

We add a new AI Summarized Feedback tab on the administrator view of the learning content. The new tab is secured to these domains:

Manage: Learning Content
Self-Service: Learning Instructor
Self-Service: On the Job Training
Set Up: Learning Catalog

From the AI Summarized Feedback tab, administrators, assessors, and instructors with access to the learning content can use the Generate Summary button to generate a summary of the feedback comments in English.

To generate a summary, users must have Modify access to at least 1 of the specified domains and the learning content must have at least 5 feedback comments with a minimum of 20 characters each. Users with View access can view the summary but cannot generate it.

Note: Feedback summary is not available for external content.

Once the summary is available, you can edit the result, save it or generate again on the AI Summarized Feedback tab. You can delete comments from the learner view so they don’t appear in the summary again.

If you have access to the Administer Activity Stream domain, you can also access the source comments used to generate the feedback.

On the learner view, we update the header of the comment section in learning content to better reflect its purpose and encourage valuable feedback.

With this release, we also update the Edit Tenant Setup – HCM task to add a Disable AI Summarized Feedback option. You can select this option to hide the AI Summarized Feedback tab.

Reporting:

We deliver these report fields on the Learning Content business object:
AI Generated Feedback Summary
Feedback Summary
Feedback Summary Generated By
Feedback Summary Generated Date
Source Feedback Comments
All the report fields are secured to these domains:
Manage: Learning Content
Self-Service: Learning Instructor
Self-Service: On the Job Training
Set Up: Learning Catalog

Web services:

Workday 2025 R1 update the Put Tenant Setup – HCM and Get Tenant Setup – HCM web services to add an option to disable AI Summarized Feedback.

Functional Area(s)

Learning Core

Setup Required :- Automatically Available

Email Validation for External Learning Users

Feature Description

This release introduces email validation for external learning users to enhance data accuracy and prevent errors associated with known invalid email domains.

With this update, Workday improves data quality and system resiliency by ensuring external learning users have valid email addresses.

New Functionality

We update these tasks to add a validation that prevents users from entering known invalid email domains:

Create ~External Learning User~
Edit My Personal Information
Edit ~External Learning User~
Review ~External Learning User~
Revise ~External Learning User~
Request ~Extended Enterprise Learner~
Request Edit ~Extended Enterpise Learner~
Revise Request ~Extended Enterprise Learner~

Web Services:

Workday 2025 also update the Manage External Learning User web service (v44) to include this validation.

Note: The email validation applies to all external learning users, even for customers who do not use Extended Enterprise but are creating external learning users to set up external trainers.

Functional Area(s)

Learning Core

Setup Required :- Automatically Available

Hide Inactive Learning Content from Global Search

Feature Description

Workday now excludes all inactive learning content from the global search results for users with the Learning Admin access.

Your global search results will display only learning content that is active and available for your learners.

New Functionality

If you mark a learning content as inactive, the content won’t display for you in the global search results.

Inactive content will still be visible in the Manage Learning Content standard report or other custom reports for learning content.

Functional Area(s)

Learning Core

Setup Required :- Automatically Available

Learning Recommendations in Preferred Language

Feature Description

With this release, we enable learners to set their language preferences for the content that appears in learning recommendations.

This enhancement improves the learner experience of your global workforce by ensuring that the recommended content aligns with the languages they understand best.

New Functionality

Workday 2025 R1 add a new Preferred Languages field to the Learning Preferences task. This allows learners to select one or more languages for the learning content that appears in their learning recommendations within:

Career Hub
Manager Insights Hub
Opportunity Graph
These Learning sliders: • Based on Your Interests
Based on Your Skills to Develop
Grow Your Career
Most Popular
Popular in Your Role
Recently Added
Recommended for You
You Might Also Be Interested in

Workday 2025 introduce a new Preferred Learning Languages report field on the Person business object (secured to the Public Reporting Items domain). This field allows you to report on the learners preferred languages settings.

Workday update the Edit Tenant Setup – HCM task to include a new Enable Language Preferences option in the Learning section, allowing administrators to activate this feature.

Workday also introduce new options in the Configure Optional Fields task to ensure learning content is properly tagged. You have the flexibility to require language tags for learning content using these business process types under the Learning Core functional area:

Manage Course
Manage Course Offering
Manage Lesson
Manage Program

Note: The Enforce Required in Web Service option within the task is not yet supported for web services updates to learning content. We will update the release note once this becomes available.

Functional Area(s)

Learning Core

Setup Required :- Setup Required

Surveys Migration

Feature Description

Workday’s Surveys feature no longer uses Presentation Services (also known as VPS). Workday now migrates the existing surveys to a new platform.

Your users can complete surveys securely without any interruptions, as surveys don’t depend on the third-party platform.

New Functionality

Self-Service: Take Surveys Domain

Workday delivers a conversion that automatically enables the Modify permission on the Self-Service: Take Surveys domain to prevent any errors that might interrupt successful survey completion.

Survey User Interface

When accessing all surveys, including existing surveys, your users will now find a modified user interface and survey completion message.

You’ll also find an additional preview completion page when previewing surveys.

Functional Area(s)

Learning Core

Setup Required :- Automatically Available

Financial Management

Accounting Journal Scalability and Performance

Feature Description

Workday 2025 R1 continue to deliver accounting journal scalability and performance updates.
These updates potentially improve runtime and help improve the health of your tenant.

New Functionality

Workday 2025 R1 update the processing of the Unpost-Reverse Accounting Journal web service, enabling you to potentially experience faster run times when you use this web service to unpost or reverse journals with more than 500 journal lines.

Functional Area(s)

Common Financial Management
Integration

Setup Required :- Automatically Available

Business Entity Contacts Query in Workday Graph API Schema

Feature Description

Workday continues to grow the Workday Graph API schema, providing Workday Extend apps access to more business object data using Graph API.
Extend apps can access more comprehensive data using Graph API.

New Functionality

Workday 2025 deliver the new businessEntityContact query, enabling Extend apps to read Business Entity Contact data using Workday Graph API. To configure the security domains for the new query, access the View Security for Securable Item report in Workday.

Functional Area(s)

Common Financial Management
Integration

Setup Required :- Automatically Available

Create Quote from Spreadsheet in Services CPQ

Feature Description

With this release, when you use the new Services CPQ functionality, we enable you to copy data from an external spreadsheet or Excel file and paste it in the quote grid to create a quote.
This functionality provides improved flexibility by allowing you to quote in Workday without entirely replacing your existing spreadsheets.

New Functionality

Workday 2025 R1 deliver a Allow Paste from Spreadsheets into Quote checkbox in the Maintain Services CPQ Settings task that you can select to enable the functionality.
After enabling the flag, you can copy and paste:

Only the roles under for any services.
Only the service or multiple services.
Both roles and services at the same time, as long as the role is under a service with an effort estimation of High Level.

You can paste a maximum of 500 role rows and 500 service rows each. Pasting the data will honor the calculations and cross-sheet references within your spreadsheet tabs, but will not be able to capture reference between different spreadsheets. The new data you add in the quote, appears below the existing data and doesn’t override the data.
Note:
This functionality only works in the Timeline and Summary view. When you are in the Work Breakdown view, you won’t be able to copy data and paste into the quote.
To provide flexibility, this feature allows you to paste in the unit list price and the unit cost for roles. Therefore, the unit list price and the unit cost values pasted in the quote can differ from the standard rates defined in Workday on the Project Billing Rate Sheet or the Standard Cost Rate Sheet.

Functional Area(s)

Common Financial Management

Setup Required :- Automatically Available

Business Entity Contacts Query in Workday Graph API Schema

Feature Description

New Functionality

Workday deliver the new businessEntityContact query, enabling Extend apps to read Business Entity Contact data using Workday Graph API. To configure the security domains for the new query, access the View Security for Securable Item report in Workday.

Functional Area(s)

Common Financial Management
Integration

Setup Required :- Automatically Available

Quote Document Generation in Services CPQ

Feature Description

With this release, we deliver automated document generation capability in the new Services CPQ functionality, enabling you to set up custom quote document templates and service catalog snippets that allows you to generate documents dynamically in PDF and DocX file formats from quote-specific data and content.
The automated document generation process provides improved efficiency by streamlining the effort involved in creating quote documents.

New Functionality

Workday 2025 R1 deliver a new Maintain Quote Configurations report (secured to the Set Up: Quotes domain) that you can use to manage the various quote document templates for a company.
We add a Create Quote Configuration button to the Maintain Quote Configurations report that enables you to create new configurations for a company or copy an existing configuration to get started. When in Active status, this configuration displays as an option in the prompt for the specified company during quote creation.
We deliver the View Quote Configuration report that you can access from the Maintain Quote Configurations report by clicking:
A quote configuration.

The Create Quote Configuration button.
The View Quote Configuration report enables you to:
View, edit, or remove existing document templates.
Activate or Inactivate the quote configuration.
Access the Add Quote Document Template task from the Add Document Template button.
The Add Quote Document Template task allows you to configure a new document template or copy an existing document template and Publish it.

Note:
A quote configuration can have multiple document templates.
To be able to use the template in the quote, it must be first published. Unpublished changes to the document template will not display in any quote documents.
New quotes will use the most recently published version of the document template.
Existing quotes won’t reflect the any changes you make to the document template. Click the Reset to Template button to fetch the latest version of the document template.
When you click the Review Document button on the Create Quote page, Workday adds the latest quote data to the document template that you selected at the start of quote creation.
When you click the Review Document button on the Edit Quote page, you need to click the Refresh Document Data button to update the dynamic data fields with the latest quote data.
When you make manual edits to the quote document during the review process, click the Save button to retain those changes.
We deliver these options for the Service Type in the Quote Event business process that enables you to print quote documents automatically after they are approved:

Print Quote Documents PDF
Print Quote Documents DocX

Note: If you want the documents to be available to the approvers during the Review step, ensure to configure either one or both of the print service steps to run before the Approval step in the business process definition.
We add these to the existing View Opportunity report:
Print Documents option in the Actions button that you can select to print the associated quote in the desired format.

Submitted Document column that displays the number of documents printed for a quote. You can click the number to access the printed files.

We deliver these new reports (secured to the Set Up: Quotes domain), that you can access to view, edit, and remove document templates:

View Quote Configuration
View Quote Configuration Snapshot

Workday 2025 R1 deliver these report fields on the Quote Generated Document business object (secured to the Public Reporting Items domain) that you can use in custom reports that includes quote documents and quote document file detail so that you can easily view and extract quote documents en masse:

Base64 Image Data
File Content Type
File Size
File Name
This enables you to upload or integrate the documents back to your CRM solution.
We deliver these new web services that you can use to create, update, or retrieve quote configurations:
Get Quote Configurations
Put Quote Configuration
The web services are secured to these domains:
Set Up: Quotes
iLoad Web Services
Special OX Web Services

Note: The Put web service also creates new quote document templates. The quote document templates are Read-Only and once created you can’t update them.
See the SOAP API Change Log link under Related Information.

Functional Area(s)

Common Financial Management

Setup Required :- Setup Required

Quote Grid in Services CPQ

Feature Description

With this release, we deliver a Quote Grid in the new Services CPQ functionality that enables you create quotes dynamically for an opportunity. The quote leverages shared PSA data such as standard project cost rates, project billing rate sheets, project roles, sales items, and worktags. It enables you to:
View or edit Quotes in different timeline-based views by weeks, months, contract years, or summary view.

View or edit Quotes in different amount-based views by quantity, price, cost, or FTE (Full Time Equivalent).
Add Daily or Hourly Rates for quote roles.
Estimate service effort at either a high level, or define a more granular work breakdown structure (WBS) using phases or phases and tasks.
Add quote lines within a service to represent roles, items and recurring items, expenses, third party costs, and discounts.
Quote for services with fixed fee or time and expense billing models.
Automatically adjust quote line prices by setting a specific Price, Margin, or Discount target value for a service or quote.
Prohibit discounts in role lines, excluding them from service adjustments.

The quote grid provides a fast and flexible way to create quotes in Workday, allowing you to:

Default roles, prices and cost from Workday PSA,

View your estimation across different time and amount based views, and quote and adjust with the level of detail you need.

New Functionality

With this update, we deliver these new security domains (secured to the Services CPQ functional area) that you can use to secure access quote configuration and quote data:
Process: Quotes

Set Up: Quotes

We deliver these new tasks (secured to the Process: Quotes domain) that you can use to create and edit quotes:

Create Quote
Edit Quote

You can also access these tasks from the related actions of an approved quote:

Change Quote
Cancel Quote
Copy Quote

After a modified quote is approved, you can view the changes on the existing quote. Workday automatically updates the downstream project with the new information.

We deliver a new Maintain Services CPQ Settings task (secured to the Set Up: Quotes domain) that you can use to configure:
General Quote Settings

Downstream Defaulting Settings for :

Contract and contract line from quotes
Billing schedule templates from quotes
Revenue Treatment from quotes

For more details on downstream automation see the related release note.

Workday 2025 R1 deliver these check boxes on the Maintain Services CPQ Settings task, enabling you to override a unit cost on a quote role line:

Allow Role Unit Cost Overrides
Allow Item Unit Cost Overrides
Allow Unit List Price Overrides

After you override the default value, all calculations use the new value in the quote.
When you override a unit cost on a quote role line, Workday automatically:

Passes the new value to the Standard Cost Rate Override field on the resource plan line.
Passes the service currency to the Standard Cost Rate Currency Override field.

When you don’t enable Role Unit Cost Overrides for quotes, the two override fields on the resource plan line display as empty.
Note: You can’t edit these fields on the resource plan line until the associated opportunity project has a status of Closed/Won.
Workday 2025 deliver a Unit Cost Override report field on the Quote Lines business object (secured to the Process: Quotes domain) that you can use to create a custom report for viewing override cost for roles on a quote.
We also deliver these reports and tasks that you can use to create, manage, and view reasons for changing quotes after initial approval.
• Maintain Quote Change Reasons task (secured to the Set Up: Quotes domain)
• View All Quote Change Reasons report
We also provide these custom report fields that you can use in condition rules to route approvals and custom reports to filter on quote change reasons:
Previously Approved Billing Model
Previously Approved Cost
Previously Approved Currency
Previously Approved Discount
Previously Approved Margin
Previously Approved Price
Quote Change Reason

Workday make these updates to the existing Find Opportunities report enabling you to access the quotes related to an opportunity:
     • Add a new Quotes column
     • Remove the Total Opportunity Amount field
     • We also add Quoted Price for Opportunity and Primary Quote Currency to represent the price of the primary quote for the opportunity.

Workday 2025 R1 deliver these new high-performance indexed report data sources (secured to the Process: Quotes domain) that you can use to create custom reports for quotes, quote lines, and services for an opportunity for a given customer:

Quote
Quote Lines
Quote Services

Workday 2025 R1 also deliver a new high-performance indexed Quote Configurations report data source (secured to the Set Up: Quotes domain) that you can use to create custom reports for quote configurations.
Workday add a new Quote Event business process (secured to the Services CPQ functional area) that you can configure to route quotes for review and approval. Note: You must set up the business process using the Create Business Process Definition (Default Definition) task before you can use the new business process.
Workday add Quote to the Maintain Worktag Usage report so that you can configure primary worktag types, required worktag types, and additional worktag types for quotes. We recommend that you align worktag usage (specifically the required worktags) across Quotes, Projects, and Customer Contracts in order to ensure seamless creation of projects and customer contracts from quotes.
For example, any required worktags on Projects and Customer Contracts should also be required on Quotes to ensure Projects and Customer Contracts can be created from quote data without critical errors.

Workday 2025 R1deliver these new report fields (secured to Public Reporting Items domain) enabling you to create custom report to determine whether the project or the customer contract was created from a quote:

From Quote (on the All Projects business object)
Quote (on the Customer Contract business object)
We deliver these new web services (secured to the Set Up: Quotes domain) that you can use to create, update, or retrieve quote change reasons:
Get Quote Change Reasons
Put Quote Change Reason
See the SOAP API Change Log link under Related Information

Functional Area(s)

Common Financial Management

Setup Required :- Setup Required

Quote to Project and Contracts Automation in Services CPQ

Feature Description

With this release, when you use the new Services CPQ functionality, we enable you to automate the creation of projects and contracts from quote data.
You can configure these parameters to create and populate values for a quote line:

Project ID in Project Name
Merge multiple services into a single project
Project billing rate sheet
Sales item price list
Rate categories
Use Standard Rate Sheet (when you select this option in the settings, we recommend that you also specify the default Revenue Adjustment Reason.)
Default Contract Type for Quote
Default Revenue category for discount, role, expense, and third-party costs.
Default Revenue treatment of invoice, deferred, or accrued.
Default Revenue schedule template for quote role lines, third party cost lines, and expense lines based on the billing method of fixed fee or time & expense.
A default revenue adjustment reason for contract rate sheets created from Services CPQ.

This unified solution brings sales and delivery teams closer together to accelerate profitability and operational efficiency across organizations. The automation minimizes manual data entry, and streamlines data accessibility across internal teams.

New Functionality

We deliver these check boxes on the Maintain Services CPQ Settings task that you can select to automatically populate relevant data in downstream Projects and Contracts:
Manage Multiple Services as a Single ~Project~
Include ~Project~ ID in ~Project~ Name
Use Standard Rate Sheet: When set to true, role rates are priced based on the Standard Rate Sheet and not the rates from the quote.
We also deliver these prompts on the Maintain Services CPQ Settings task that you can select to automatically populate relevant data in downstream Projects and Contracts:

Contract Type for Quote
Discount Revenue Category
Expense Revenue Category
Revenue Adjustment Reason
Role Revenue Category
Revenue Schedule Template for Customer Contract Line
Revenue Treatment for Customer Contract Line
Third Party Cost Revenue Category
We deliver these new web services (secured to the Set Up: Quotes domain) that you can use to create, update, or retrieve all fields for default settings for Services CPQ:
Get Services CPQ Settings
Put Services CPQ Settings
See the SOAP API Change Log link under Related Information.

Note: You can also generate an EIB spreadsheet template with data using the Put Maintain Services CPQ Settings template for mass uploads.
To support downstream automation in Projects, we also make these enhancements:

We deliver a Recalculate Services CPQ Resource Forecast service on the Project Resource Plan Line business process that you can configure to update forecasts automatically or conditionally.
When a Services CPQ user deletes a Service: Workday deletes the corresponding resource plan lines and resource forecast lines.
When a Services CPQ user deletes a quote role line: Workday deletes the corresponding resource plan lines, resource forecast lines, Task Resources, and any pending Request Worker events.

Note: You must add the service to the business process after the Request Worker step.

Workday 2025 R1 add a Quote field on these tasks and reports that enables you to access the quote details when the project is created from a quote:

Create Project
Edit Project
View Projects

Workday 2025 R1 add a new Service field on the resource plan line that displays the name of the service from the quote.
Workday 2025 also add the Service field to these tasks and reports:

Create Project business process – review and revise steps.
Create Resource Plans for Projects.
Delete Resource Plan Detail.
Edit Project.
Edit Project Resource Plan.
Edit Resource Plan.
Edit Resource Plan for Project.
Edit Resource Plan Line.
Project Resources.
Project Resource Plan Line business process – review and revise steps.
Synchronize Resource Plan Dates.
View Project Resource Plan.
View Resource Plan Line.

Workday 2025 R1 deliver a new View: Quote Project Hierarchies domain (secured to the Services CPQ functional area) that you can use to secure access to select project hierarchies when creating quotes.

We also add these new report fields on the ~Project~ Resource Plan Detail Abstract business object (secured to the Public Reporting Items domain), that you can use in custom reports:

Quote Role Line for Resource Plan Line
Quote Service for Resource Plan Line
We also update these web services to support the changes: Import Resource Forecast
Submit Resource Plan
See the SOAP API Change Log link under Related Information
We also update these endpoint in the Projects v1 REST web service to support the changes:
projects/resourcePlanLines/edit/edit (POST) (v1 – )
projects/resourceForecastLines/allocations/create (POST) (v1 – )
projects/resourceForecastLines/allocations/update (PATCH) (v1 – )

To support downstream automation in Contracts, we also make these enhancements:
When you submit a quote with multiple rates, the downstream contract is created in Draft status so that you can edit for a single rate. To do so, we update these web services:
Submit Customer Contract

Submit Customer Contract Amendment

See the SOAP API Change Log link under Related Information
We deliver these new report fields on the Customer Contract business object (secured to the Public Reporting Items domain) that you can use in custom reports:

Contract Lines Have Contract Rate Sheet with Multi-Rate Role, to view the contract lines that have a contract rate sheet with multiple rates for a role.
Contract Rate Sheets with Multi-Rate Role, to view the contract rate sheets that have multiple rates for a role.
We also deliver a new Contract Line Has Contract Rate Sheet with Multi-Rate Role report field on the Customer Contract Line business object (secured to the Public Reporting Items domain) that you can use in custom reports to check if a contract line has a contract rate sheet with multiple rates for a role.
We deliver a new Contract Rate Sheet Has Multi-Rate Role report field on the Contract Rate Sheet business object (secured to the Public Reporting Items domain) that you can use in custom reports to check if a contract rate sheet has multiple rates for a role.

Functional Area(s)

Common Financial Management

Setup Required :- Setup Required

Service Catalog in Services CPQ

Feature Description

With this release, we deliver a Services Catalog in the new Services CPQ functionality that enables you to add a service to the quote from a pre-configured list. This capability allows you to pre-define the duration, roles, items, expenses, and third-party costs for a service type and then default all the data into the quote.
The services catalog allows your sales team to create more accurate quotes quickly for the repeatable services you sell by reducing the manual effort involved in defining the same baseline services manually, providing improved standardization and efficiency across your business.

New Functionality

Workday 2025 R1 deliver a new Maintain Services Catalog task (secured to the Set Up: Quotes and Process: Quotes domain) task that enables you to:

Create a baseline service.
Edit, copy, activate, or inactivate services defined in the catalog. Sales specialists can only add services from a catalog to quotes after the service is activated.
Edit the facets that sales specialists use to search the catalog.
Add or edit snippets to a service.

Note: The services defined in the catalog are created as a High Level service on the quote. Phases and Tasks capability will be added in future releases.

Workday 2025 R1 deliver a new Create Services task (secured to the Set Up: Quotes domain) that you can access from the Maintain Services Catalog task, enabling you to configure default roles, non-recurring items, expenses, third-party costs, duration in weeks, search tags, and project hierarchy for a service. For example, you can create a pre-configured Software service, or Accounting service.

Workday 2025 deliver a new Create Snippets task (secured to the Set Up: Quotes domain) that you can access from the Action button of a specific service in the Maintain Services Catalog task.
Snippets enable your CPQ administrator to add pre-configured service-related document content, providing convenience, and standardization. For example, you can define snippets for standard business language such as Terms & Conditions, Scope, Legal Disclaimers. When you generate a quote document, the snippet content is added automatically based on the services selected in the quote.

Workday recommend adding the name of the Service to the start of each Snippet so as to easily identify them when they are retrieved in the quote document.

Workday 2025 R1 also deliver a new Maintain Quote Document Snippet Categories task (secured to the Set Up: Quotes and Process: Quotes domain) that enables you to create, delete, or inactivate categories for snippets you create.
Note: The snippet category must be added to the Document Template in the Maintain Quote Configuration task to hydrate the content properly in the quote document.

We also deliver these new high-performance indexed report data sources (secured to the Process: Quotes domain) that you can use to create custom reports for quotes services and service catalog items for a given customer:

Quote Services
Service Catalog Items

Workday deliver a new Services Catalog Faceted Report report (secured to the Set Up: Quotes and Process: Quotes domain), enabling you to easily view the available service catalogs by project hierarchy, business unit, snippets, region, and catalog status.

Workday deliver these new report fields on the Service Catalog Item business object (secured to the Public Reporting Items domain), which you can use in custom reports to view the service catalog details and other items in use along with their status and quote.
Name

Description
Service Catalog Duration
Service Catalog Expense
Service Catalog Items
Service Catalog Role
Service Catalog Third-Party Cost

Workday 2025 also deliver a new Service Catalog Item report field on the Quote Service Abstract business object (secured to the Public Reporting Items domain), which you can use in custom reports to view the service items used in a quote.

Workday deliver another Service Catalog Item report field on the Quote Document Snippet business object (secured to Public Reporting Items domain), which you can use in custom reports to view the service catalog item with document snippets.

Workday 2025 R1 deliver these new web services that you can use to create, update, or retrieve services catalog items or quote document snippet categories and its associated information:

Get Quote Document Snippet Categories
Get Services Catalog Items
Put Quote Document Snippet Category
Put Services Catalog Item

The web services are secured to these domains:
     • iLoad Web Services
     • Set Up: Quotes
     • Special OX Web Services
See the SOAP API Change Log link under Related Information

Functional Area(s)

Common Financial Management

Setup Required :- Automatically Available

View Journal Lines

Feature Description

Workday provides a new journal line drill down and related action on operational and accounting journal entries.
This feature enables you to:
• Drill into journal lines for related details.
• Perform related actions on journal lines.

New Functionality

Workday delivers a new Journal Line column on the View Journal report for these journals:
     • Accounting Center Summary Journals
     • Accounting Journals
     • Operational Journals
     • Summary Journals
Workday 2025 R1 also:
     • Display a new Journal Line preview window that you can access from the related actions menu of the journal line.

• Enable you to drill down on journal lines when you view custom reports that use the Journal Line report field.

• Deliver a new View Journal Line report (secured to the Core Navigation domain) that displays both header and line information.
Note: To access the new View Journal Line report or perform related actions on the journal line, you must have security permissions to the journal company as well as access to the ledger account on the journal line when Ledger Account Segmented Security is configured. In addition to these contextual security requirements, Workday also requires access to at least 1 of the these domains:
Process: Journals – View
Process: Journals – Reporting
Reports: Organization Journals Reporting

Functional Area(s)

Common Financial Management

Setup Required :- Automatically Available

Work Breakdown Structure in CPQ

Feature Description

With this release, we deliver a Work Breakdown Structure (WBS) in the new Services CPQ functionality that enables you to add phases and tasks to a service in the quote so that you can estimate your effort as:

High Level (a duration-based only service with no WBS)
With Phases
With Phases and Tasks

The WBS provides improved:
Granularity in a quote by allowing you to allocate hours to phases and tasks so that you can accurately represent the work to be done and better align your sales and execution teams

Flexibility by allowing gaps and overlapping of phases and tasks.

New Functionality

We deliver a Work Breakdown option on the dimension bar on these tasks:
Create Quote

Edit Quote
View Quote
This tab is greyed out for quotes that only have High Level services. By default, we display the quote grid in the Timeline view.
When you click on Work Breakdown, we display:
A Service prompt that enables you to select a specific service in the quote.
A Total Hours column that has 0 values when there are no roles in a service.
Columns for the roles you add to the service. For example, Consultant, IT Analyst.
In this WBS view, you can:
Click on the related actions menu under the Actions column for a Quote line to add services.
Click on the related actions menu under the Actions column for a Service line to add phases and roles.
Click on the related actions menu under the Actions column for a Phase line to add tasks and roles when it’s a With Phases and Tasks service.
Add hours for the roles in the respective role column.

View the allocations by Price, Cost, and FTE. You can’t edit them.
In this WBS view, you can’t:

Edit or Delete roles.
View a duration based service.
View or allocate non-labor items.

Workday 2025 R1 deliver a Show Phases and Tasks toggle on the Timeline view of the quote when there’s at least 1 service with phases or phases and tasks. You can slide the toggle to view the phases and tasks details, providing better insight into how the WBS elements are aligned by time.
In the Timeline view, you can:
• Add hours for roles that have already been allocated to phases or tasks for that time-period on the WBS view.

Note: If a role has been allocated to more than 1 phase or task for a given time-period, Workday splits the hours evenly across the overlapping phases or tasks.
• Edit and delete roles. You can’t do it in the WBS view.
In Timeline view, you can’t:
• Add phases or tasks. You must navigate to the WBS view to perform these actions.
• Add hours for the labor unless it is already allocated through the WBS page for the given time-period.

Functional Area(s)

Common Financial Management

Setup Required :- Setup Required

Worktag Change Lease Amendments

Feature Description

Workday provides a new Worktag Change lease amendment type that you can use to change worktags on the contract lines for operating lease contracts with straight-line or ROU asset operating expense accounting methods, enabling you to automatically update the lease accounting transactions.
You can now update your lease contract worktags, streamlining the lease amendment process and eliminating the manual effort in making changes to worktags for lease contracts.

New Functionality

On the Maintain Supplier Contact Lease Amendment Types task, Workday displays a new Worktag Change check box that you can enable for a Worktag Change amendment type.You can only select 1 check box per amendment type.
On the Create Lease Supplier Contract Amendment task, you can now select Worktag Change as an Amendment Type. You can access this task from the Supplier > Create Lease Amendment related action of a supplier contract.
When you select Worktag Change as the Amendment Type:

Workday automatically hides the Lease Liability Reassessment Date and Payment Effective Date fields.
You must select an Amendment Signed Date that’s the first day of the period that’s after the most recent expense recognition or supplier invoice accounting date. You can’t future date the amendment.
You can only change the Worktags or Primary Worktags fields on the Goods Lines.
Workday prevents you from submitting a worktag change lease amendment if there are no changes.

Once you approve a worktag change lease amendment, Workday:

Reclassifies the remaining ROU asset and lease liability balances for the lease contract as of the amendment signed date.
Applies the change in worktags to the future expense recognition installments and supplier invoice installments for the lease contract as of the amendment signed date.
Maintains the original worktags for expense recognition, supplier invoice, and initial recognition installments created prior to the amendment signed date.

Functional Area(s)

Common Financial Management

Setup Required :- Setup Required

Extend

Graph API Support for Business Process Delegation

Feature Description

Graph API mutations provided by SOAP web services that submit business processes now support delegation.
Apps that submit business processes through Graph API now enable users to perform tasks on behalf of other users.

New Functionality

If a business process is configured to allow business process delegation, the assigned delegates can now submit the corresponding Graph API mutation on behalf of another worker. This update applies to SOAP-backed mutations that submit business processes.

Functional Area(s)

Workday Extend

Setup Required :- Setup Required

Graph API Validate-Only Header

Feature Description

Workday 2025 R1update Workday Graph API, enabling you to submit mutations in validate-only mode.
The validate-only mode enables you to reduce the required corrections and protect data integrity when updating data with Graph API.

New Functionality

When you set the HTTP header x-validate-only to 1, Graph API only validates the request and doesn’t update the tenant data. The Graph API response adds an extensions object with the validateOnly property containing the isSuccess field, which indicates the validation result.

Functional Area(s)

Workday Extend

Setup Required :- Automatically Available

Business Entity Contacts Query in Workday Graph API Schema

Feature Description

Workday continues to grow the Workday Graph API schema, providing Workday Extend apps access to more business object data using Graph API.
Extend apps can access more comprehensive data using Graph API.

New Functionality

Workday 2025 R1 deliver the new businessEntityContact query, enabling Extend apps to read Business Entity Contact data using Workday Graph API. To configure the security domains for the new query, access the View Security for Securable Item report in Workday.

Functional Area(s)

Extend

Setup Required :- Automatically Available

Prism

Support for Additional Languages in Prism Analytics

Feature Description

In this release we add additional language support in 3 new languages.

New Functionality

Workday now support these new languages:
• French (Canada)
• Korean
• Japanese

These UI elements are are kept in their original language:
• Tenanted data
• Tenanted fields (custom field names)
• Date formatting

What’s Coming Next

Additional languages like German and French are planned to be supported in the future.

Functional Area(s)

Analytics & Reporting

Setup Required :- Automatically Available

Analytic Dimensions for Prism Analytics

Feature Description

You can bring in external dimensional data and store it in Prism Analytics as user-defined instance data.

New Functionality

With this release, we provide several tasks, a new type of business object, and a new dataset stage type that when combined together, enable you to convert a Text field to an Instance field in a Prism dataset.

Analytic Dimension Business Objects
We introduce a new type of business object that you can create and edit called an analytic dimension business object. You can create analytic dimension business objects to store external dimension data in Workday as instance data.

Example: An insurance company can create an analytic dimension business object that defines and stores claim type data. Workday doesn’t have a business object that stores claim type data, but the insurance company has an external database that does.

An analytic dimension business object is a user-defined business object for storing external data dimension values with an optional hierarchy in Workday.

Use analytic dimension business objects in datasets to convert Text fields to Instance fields. You might want to convert a Text field to an Instance field so that you can take advantage of more functionality in Workday’s reporting tools, such as grouping, filtering, and prompting.

You can:

Create an analytic dimension business object for each external dimension field.
Configure the analytic dimension business object to allow hierarchies or not.
Define up to 10,000 dimension values per business object.
Define up to 6 levels of dimension hierarchies per analytic dimension business object.

You can create hierarchies in analytic dimension business objects to establish relationships between dimension values and other hierarchies. Workday uses the hierarchies in reports and discovery boards when viewing an Instance field based on this business object.

To create analytic dimension hierarchies, the business object must be configured to allow hierarchies.

When you create and edit an analytic dimension hierarchy, you:

Can create 0 or more hierarchies in business objects that allow hierarchies.
Can assign 0 or more dimension values to a hierarchy.
Can create levels of hierarchies by assigning a superior hierarchy to an existing hierarchy.
Must assign every value to a hierarchy for business objects that allow hierarchies.
Can define up to 6 levels of dimension hierarchies per analytic dimension business object.

Note: You can assign a value to a hierarchy after the value has been defined.

Tasks and Reports
We deliver these new tasks and reports (secured to the new Prism: Manage Analytic Dimensions domain in the Prism Analytics functional area):
Create Analytic Dimension Business Object

Create Analytic Dimension Hierarchy
Delete Analytic Dimension Business Object
Delete Analytic Dimension Hierarchy
Edit Analytic Dimension Business Object
Edit Analytic Dimension Hierarchy
Maintain Analytic Dimension Values
View Analytic Dimension Business Object
View Analytic Dimension Hierarchy
View Analytic Dimension Values

Instance Mapping Stage
We introduce the Instance Mapping stage in Prism Analytics. To add or view an Instance Mapping stage, you must have View permission on the Prism: Manage Analytic Dimensions domain.

Use this stage to convert a Text field to an Instance field using the dimension values in the specified business object. Workday compares the text value to the dimension values defined in the business object and assigns an instance value when it finds a match.

Currently, the Instance Mapping stage only supports analytic dimension business objects.

When you create and edit an Instance Mapping stage, you:

Can define 1 to 10 field mappings per Instance Mapping stage.
Must select a different business object for each field mapping.
Must select a different Text field for each field mapping.
Must select an analytic dimension business object for the business object.

When you define a field mapping in an Instance Mapping stage, Workday:

Creates a new Instance field with the specified Output Field Name and assigns the specified Business Object.
Compares the Text field value to the business object Value ID for each row and performs a case-sensitive match.
Replaces each Text value with the Value Name in the new Instance field. Workday assigns NULL when it doesn’t find a matching value ID.
Retains the existing Text field in the dataset. You can keep the Text field or hide it with a Manage Fields stage.

Workday-Delivered Data Source
We also deliver the Analytic Dimension Data for Analytic Dimension Business Object standard data source that you can use to create custom reports on analytic dimension business objects, including their hierarchies and dimension values. The data source is secured to these domains:
Access Workday Financials OfficeConnect in the Financial Accounting functional area.
Prism: Manage Analytic Dimensions in the Prism Analytics functional area.
Set Up Reporting Model in the System functional area.

Migrating Datasets that Reference Tenanted Business Objects
We improve how Object Transporter migrates datasets with stages that use a tenanted business object or report field in an Instance or Multi-Instance field, such as a custom list or analytic dimension business object. Now, after you migrate a dataset with a stage referencing a tenanted business object or report field, the Instance or Multi-Instance field in the target tenant correctly refers to the Workday ID for the tenanted business object or report field in the target tenant.

Example: You have a dataset with a Manage Fields stage that changes the field type of a field from Text to Instance, and specifies Custom List Value as the Business Object and a custom field for the Report Field. After you migrate this dataset to the target tenant, the Manage Fields stage correctly refers to the custom field specified in the Report Field for that Instance field.

Example: You have a dataset with an Instance Mapping stage that references an analytic dimension business object. After you migrate this dataset, the Instance Mapping stage correctly refers to the analytic dimension business object in the target tenant.

SOAP Web Services
With this update, we deliver these new web services in v44.0 (secured to the new Prism: Manage Analytic Dimensions domain) to support analytic dimension business objects:

Put Analytic Dimension Value
Get Analytic Dimension Values
Put Analytic Dimension Business Object
Get Analytic Dimension Business Objects
Put Analytic Dimension Hierarchy
Get Analytic Dimension Hierarchies

You can use these web services with EIB to bulk load dimension values into an analytic dimension business object.

See the SOAP API Change Log link under Related Information.

Functional Area(s)

Edit Datasets, Product-Specific Analytics & Reporting, Enrich Data

Setup Required :- Setup Required

Prism Task URL

Feature Description

Workday updates our task and reports as part of an internal code refactor.

New Functionality

As part of an internal code refactor for the Delete Published Rows task we:

• Change the URL for the task.

• Improve the table UI for enhanced legibility.

Functional Area(s)

Analytics & Reporting

Setup Required :- Automatically Available

Prism Calculated Field Expression Validation

Feature Description

Workday 2025 R1 add more validation checks of boolean expressions in Prism calculated fields.

New Functionality

With this release, Workday displays an error in a dataset for these invalid boolean expressions in a Prism calculated field:
Expressions that use the LIKE comparison operator with any of these field types or values:

Boolean
Currency
Double
Integer
Long
Numeric

Expressions that use the IN comparison operator with Currency fields or values.

Note that Workday supports using:
The LIKE comparison operator with Text values only.
The IN comparison operator when the field type is identical on both sides of the operator.

Example: These Prism calculated field expressions now display an error:

[Current Salary] LIKE [Previous Salary]
[Policy Number] LIKE [Additional Policy Number]
[Current Salary] IN [Previous Salary]

Functional Area(s)

Edit Datasets, Enrich Data

Setup Required :- Automatically Available

Google BigQuery Connections for Data Change Tasks

Feature Description

Workday enables you to create a Google Cloud BigQuery connection that you can use in a data change task, making it easier to bring in external data from additional sources.

New Functionality

You can now create connections from Prism Analytics to Google Cloud BigQuery so that you can use them to load data into a table using a data change task.

When you create a BigQuery connection, you:

Specify a Google Cloud project ID to use for billing all data queries against.
Specify a Google Cloud service account key to authenticate as. You must create the service account key using JSON.
Can optionally specify an additional service account email to impersonate that account for permissions.

When you migrate a BigQuery connection between tenants, Workday doesn’t migrate the service account key to protect your security. As a result, you must copy and paste the JSON of the service account key in the BigQuery connection in the target tenant.

BigQuery connections define how to connect to BigQuery, but they don’t specify what data to retrieve. Instead, when you use the connection in a data change task, you define the data to bring. You can select a table using the UI or enter a SQL SELECT statement.

Functional Area(s)

Integrate Datasets

Setup Required :- Automatically Available

Join Stage Join Types

Feature Description

Workday continues to improve the Join Stage task by adding a new Join Type.

New Functionality

You can now select a Left Anti Join or Right Anti Join as a join type in a Join Stage, enabling you to quickly return only the values that do not match.

Functional Area(s)

Analytics & Reporting

Setup Required :- Automatically Available

Automatic Rerun for Failed Data Change Tasks

Feature Description

Workday now automatically tries to rerun data change tasks up to 3 times if they encounter certain errors.

New Functionality

If a data change task encounters an error related to service unavailability, Workday now automatically attempts to rerun in 5 minutes, up to 3 times.

Functional Area(s)

Analytics & Reporting

Setup Required :- Automatically Available

Embracing Odoo Cloud: Transforming Business Operations in the Post-Pandemic Era

January 20, 2025

by Aryan Singh

Introduction

The COVID-19 pandemic forced businesses to rapidly adapt to digital solutions in order to maintain continuity. Among the most critical tools for this transition were cloud-based software platforms, with Odoo emerging as a leading solution to streamline operations across various business functions. As we move beyond the pandemic, Odoo’s cloud platform continues to play a pivotal role in reshaping how businesses operate, offering solutions that enhance efficiency, foster growth, and drive long-term success.

At i8CLOUD, we understand the challenges businesses face in today’s evolving landscape. That’s why we specialize in helping businesses fully harness the power of Odoo. In this article, we explore how Odoo is transforming business operations in the post-pandemic world and how i8CLOUD is guiding companies in optimizing their use of this powerful platform to achieve sustainable growth.

Pandemic-driven acceleration: Odoo emerged as a crucial tool during the pandemic and continues to drive business success.
Long-term investment: Odoo’s cloud platform offers enduring value beyond the pandemic, enabling businesses to stay competitive.

How Odoo is Powering Post-Pandemic Transformation

When businesses were forced to embrace remote work, many struggled to maintain connectivity and operational efficiency. Odoo’s cloud-based platform became a game-changer, offering a fully integrated suite of business applications that enabled companies to manage everything from finance and HR to inventory and sales—all in one place. This unified approach not only helped businesses survive during the pandemic but positioned them for continued success as they embraced digital transformation.

Remote work enablement: Odoo’s cloud-based system enabled seamless collaboration, regardless of location.
Integrated solutions: Odoo connects all departments, ensuring that business operations are aligned and more efficient.

Driving Cost Efficiency with Odoo

One of the greatest advantages of adopting Odoo is its ability to drive significant cost savings. By consolidating multiple business operations—finance, HR, sales, and more—onto a single platform, businesses can reduce the need for multiple software systems, cutting down on licensing and administrative costs. Furthermore, the cloud-based nature of Odoo means businesses don’t have to invest in expensive hardware or IT infrastructure, leading to further savings.

Consolidated operations: Odoo’s integrated platform reduces the need for disparate systems, lowering operational costs.
Scalable pricing model: Odoo’s subscription-based model allows businesses to pay for only what they need, ensuring cost efficiency.

Enhancing Collaboration and Productivity with Odoo

In today’s hybrid work environment, collaboration and productivity are key to success. Odoo provides businesses with a unified platform where teams can work together in real time. Whether it’s sales teams accessing customer information, HR managing employee records, or finance overseeing financial transactions, Odoo ensures that all employees are working with up-to-date, synchronized data. This seamless integration drives better decision-making and enhances overall productivity.

Real-time collaboration: With Odoo, teams collaborate efficiently from anywhere, improving responsiveness and decision-making.
Boosted productivity: Odoo’s streamlined operations reduce manual tasks, allowing employees to focus on higher-value activities.

The Power of Automation in Odoo

Automation is a cornerstone of Odoo’s functionality. By automating routine tasks such as invoicing, inventory management, and order processing, businesses can reduce the burden of manual work and minimize errors. This automation not only accelerates operations but also frees up valuable time and resources for more strategic activities. In a post-pandemic world where agility and speed are paramount, Odoo’s automation capabilities provide a competitive edge.

Streamlined operations: Odoo automates manual tasks, reducing human error and improving speed.
Improved efficiency: By automating core processes, businesses can focus on growth and customer satisfaction.

Security and Compliance with Odoo

As businesses increasingly operate in the cloud, security and regulatory compliance are top priorities. Odoo offers enterprise-level security features, ensuring that sensitive business data is protected from cyber threats. Additionally, Odoo complies with international data protection standards, helping businesses maintain compliance with local and global regulations. For businesses handling sensitive information, Odoo provides the peace of mind needed to operate confidently in today’s digital landscape.

Robust security: Odoo’s platform is built with advanced security features to protect sensitive data.
Compliance assurance: Odoo helps businesses meet regulatory requirements with ease, ensuring they stay compliant.

i8CLOUD’s Role in Maximizing Odoo’s Potential

At i8CLOUD, we specialize in helping businesses leverage the full capabilities of Odoo. As an Odoo certified partner, we offer expert guidance and seamless implementation of the platform. Our team works closely with businesses to customize Odoo to meet their unique needs, ensuring a smooth transition and ongoing optimization.

Customized solutions: We tailor Odoo to fit the specific needs and goals of each business, ensuring maximum value.
End-to-end support: From initial implementation to continuous training and support, i8CLOUD is committed to ensuring businesses get the most from their Odoo investment.
Ongoing optimization: We provide continuous monitoring and optimization services to help businesses adapt to changing needs and stay ahead of the curve.

Partnering with i8CLOUD allows businesses to unlock the full potential of Odoo, empowering them to streamline operations, enhance productivity, and position themselves for future success.

Conclusion

The post-pandemic business world requires companies to be more agile, efficient, and innovative. Odoo cloud solutions provide businesses with the tools they need to meet these demands, from streamlining operations to fostering collaboration and improving security. At i8CLOUD, we’re dedicated to helping businesses unlock the full potential of Odoo, guiding them through seamless implementation and providing ongoing support to ensure their success in the digital age.

Maximized efficiency: Odoo integrates and automates business functions, reducing costs and boosting productivity.
Future-ready: With i8CLOUD’s expertise, businesses can stay ahead of the curve with Odoo’s evolving capabilities.

Understanding Multi-Factor Authentication (MFA): Types and Why They Matter

January 13, 2025

by Aryan Singh Blog

In today’s digital age, security is no longer a luxury—it’s a necessity. Whether it’s protecting personal data or securing enterprise systems, Multi-Factor Authentication (MFA) has become a cornerstone of cybersecurity. But what exactly is MFA, and what makes the various types of MFA different from each other?

What is MFA?

MFA stands for Multi-Factor Authentication, a security process that requires users to verify their identity using multiple credentials. Unlike single-factor authentication (e.g., just a password), MFA combines two or more factors, making it significantly harder for attackers to gain access to systems, accounts, or data.

The factors are typically categorized into three groups:

Something you know – e.g., passwords or PINs.
Something you have – e.g., a smartphone, security token, or key card.
Something you are – e.g., biometrics like fingerprints or facial recognition.

Types of MFA

Not all MFA methods are created equal. Let’s explore the main types and how they differ:

1. SMS-Based MFA

How it works: A one-time passcode (OTP) is sent to your registered mobile number via SMS.
Advantages: Easy to set up and use.
Disadvantages: Vulnerable to SIM swapping and interception.

2. App-Based MFA

How it works: Applications like Google Authenticator or Microsoft Authenticator generate time-based OTPs on your smartphone.
Advantages: More secure than SMS as codes are generated offline.
Disadvantages: If you lose your phone, recovery can be cumbersome.

3. Hardware Tokens

How it works: Physical devices like USB keys (e.g., YubiKey) generate or store authentication codes.
Advantages: Highly secure and resistant to phishing attacks.
Disadvantages: Costly to implement and can be inconvenient to carry.

4. Biometric Authentication

How it works: Verifies identity using biological traits like fingerprints, retina scans, or facial recognition.
Advantages: Extremely user-friendly and difficult to replicate.
Disadvantages: Requires specialized hardware and raises privacy concerns.

5. Push Notification-Based MFA

How it works: A push notification is sent to your registered device, asking you to approve or deny the login attempt.
Advantages: Convenient and resistant to phishing.
Disadvantages: Relies on an active internet connection and a trusted device.

6. Email-Based MFA

How it works: A verification link or code is sent to your registered email address.
Advantages: Simple to use for those without smartphones.
Disadvantages: Vulnerable if email accounts are compromised.

Why Do MFA Methods Differ?

Each MFA method has its strengths and weaknesses, making them suitable for different scenarios. The choice of MFA depends on factors like:

Security requirements: Enterprises handling sensitive data may prefer hardware tokens or biometrics.
User convenience: For less critical systems, email or app-based MFA might suffice.
Cost: While some methods are free or low-cost, others require substantial investment.
Risk of compromise: Understanding potential vulnerabilities (e.g., SMS interception) is crucial for selecting the right MFA type.

Final Thoughts

In a world where cyber threats are evolving daily, MFA is no longer optional—it’s essential. While no single MFA method is perfect, combining multiple layers of security can drastically reduce risks. Whether you’re an individual securing your personal accounts or an enterprise safeguarding your infrastructure, adopting MFA is one of the most effective steps you can take to enhance your security posture.

What MFA methods have you implemented in your organization? Are there specific challenges you’ve faced? Let’s discuss in the comments below!

Workday Release 2024 R2 Integrations (1)

Workday® 2024 R2 Updates

September 11, 2024

by Aryan Singh Blog BUSINESS

Compensation

Statement Visible Column in Workday® 2024 R2

Workday® 2024 R2 adds the new Statement Visible column to these reports:

Compensation Review Statement History
View Compensation Review Statements

Setup Required :- Automatically Available

Data Entry Check in Compensation Review

Workday® 2024 R2 delivers a new option to the Compensation section of the Edit Tenant Setup – HCM task: Data Entry Check Options. If enabled, Workday uses Machine Learning Data Entry Check (DEC) functionality for validating manual entries of compensation review data.

For compensation review, these are editable, numeric fields in the configurable grid. When selected, Workday uses machine learning on successfully completed compensation review events to validate the data you enter in the selected fields. If the numeric value you enter is outside historical amounts, Workday presents an ignorable validation message. Statistical outliers are determined based off historical entries.

Setup Required :- Automatically Available

Total Value Matrix Web Services

Workday® 2024 R2 updates the Get Compensation Matrices and Put Compensation Matrices web services. We add the new Total Value Compensation Matrix section, and these new columns:

Amount
Calculation
Default Currency
Percent
Weighted

Setup Required :- Automatically Available

Validation Rules for Custom Calculations

Workday® 2024 R2 enables validations to evaluate real time edits to these custom calculation fields in the compensation review grid:

Custom Calculation Bonus Currency
Custom Calculation Bonus List Value
Custom Calculation Bonus Numeric
Custom Calculation Bonus Percent
Custom Calculation Merit List Value
Custom Calculation Merit Currency
Custom Calculation Merit Numeric
Custom Calculation Merit Percent
Custom Calculation Promotion List Value
Custom Calculation Stock List Value
Custom Calculation Stock Currency
Custom Calculation Stock Numeric
Custom Calculation Stock Percent Workday validates your entry when you navigate out of the field.

Setup Required :- Automatically Available

Stock Award Custom Calculations in Workday® 2024 R2

Workday® 2024 R2 updates the Create and Edit Compensation Review Calculation Table tasks. You can now select these new fields from the Input prompt:

Custom Calculation Stock Currency
Custom Calculation Stock Numeric
Custom Calculation Stock Percent
You can then add these same field to your grid configuration.

Stock Award Custom Calculations in Workday® 2024 R2 (Stock, Merit and Bonus Reporting)

Workday® 2024 R2 delivers these new report fields on the Stock Plan Award and Stock Plan Award Audit business objects (secured to the Public Reporting Items domain), and on the Compensation Review Stock Plan Award Audit report:

Custom Calculation Stock Currency
Custom Calculation Stock Numeric
Custom Calculation Stock Percent
Stock Amount Awarded

Workday 2024R2 delivers these new fields on the Compensation Review Merit Award Audit report:

Custom Calculation Merit Currency
Custom Calculation Merit Numeric
Custom Calculation Merit Percent

We also deliver these new fields on the Compensation Review Bonus Payment Audit report:

Custom Calculation Bonus Currency
Custom Calculation Bonus Numeric
Custom Calculation Bonus Percent

Setup Required :- Yes

HCM

Change Job Templates New User Experience in Workday® 2024 R2

This Workday® 2024 R2 update streamlines the Change Job experience for users and provides consistency through new page layouts. An allows your organization to work more effectively and quickly through the Change Job process.
Workday provide the ability to leverage the simplified user interface for review and approval steps, enabling you to seamlessly make changes across more scenarios.
New layouts for the following Change Job actions:
Review Change Job
Approve
Event Details
Cancel and Rescind
‘Make Changes’ button on editable review steps to update items
The new experience is automatically available on review steps for any change job template that has the Enable Enhanced User Interface checkbox selected.n

Setup Required :- Automatically Available

Job Profile User Interface

With this release, Workday® 2024 R2 updates the job profile user interface and enhances several job profile fields. This update improves the user experience for maintaining job profiles, making it easier for you to add all required data by grouping fields in a more logical order, emphasizing skills, and displaying reference information in one location.

Setup Required :- Automatically Available

Consolidated Hire Business Process

Streamlines the Hire process by consolidating business processes necessary to complete an employee hire. The decrease in manual effort provides more efficiency and ease of process.

Payment elections can also be added for a worker during the hiring processwhich helps to reduce administrative workload and the likelihood of payment delays.

The following subprocesses can now be added to the consolidated template for Review and Approval for the Hire Business Process:

Assign Employee Collective Agreement
Assign Pay Group
Change Organization Assignments for Worker
Edit Government IDs
Edit Service Dates
Payment Election Enrollment Event
Service Date Changes

Setup Required :- Automatically Available

Manager Insights Hub in Workday® 2024 R2

It is a huge tool to help Managers navigate their many tasks and to-dos while keeping track of their team members. This enhancement will surely increase efficiency and timeliness across the board.

Workday also enable the hub for additional solutions and functional areas within Core HCM, including Staffing, Core Compensation, and Time Off and Leave. This is in addition to the existing functionality within Talent Optimization and Peakon.

This consolidates many manager tasks and reports in one central location, enabling managers to easily support their team.

Manager Insights Hub Sections:

Overview
Hiring and Staffing
Time Management
Budget and Resources
Performance
My Team

Setup Required :- Yes

Integrations

Workday Query Language (WQL) Enhancement for "Do Not Use" Fields

Workday® 2024 R2 has updated its Workday Query Language (WQL) to allow continued use of report fields marked as “Do Not Use” until they are officially retired. This enhancement provides more flexibility in how users can export data, ensuring that existing queries remain functional. However, Workday recommends not adding these fields to new or updated queries to avoid future issues. This feature is automatically available with no additional setup required.

Setup Required :- Automatically Available

Submit Supplier Web Services Updates

This update introduces a new validation feature for supplier web services to enhance security. Specifically, it adds a validation for “Business Entity Contact: Supplier Contact valid for Supplier” across all versions of the following web services:
Submit Supplier
Submit Remit To Supplier Connection
The purpose of this validation is to ensure that supplier contact information is accurate and authorized, thereby improving the security of supplier-related transactions. This feature is automatically available and requires no additional setup.

Setup Required :- Automatically Available

Purge Pre-Hire Data

Workday® 2024 R2 has introduced to manage and purge pre-hire data. This update helps to enhance data management by providing flexibility in handling information for individuals who do not transition into active candidates, students, or employees.
Conditions for Purging Data:

Pre-hire data can only be purged if:

The pre-hire was created as a standalone pre-hire.
There are no active, terminated, or former worker, student, or candidate records associated with the pre-hire.
The pre-hire does not have any complete or in-progress hire events.
There are no incomplete events related to the pre-hire.

Setup Required :- Automatically Available

Handle Import Processing Errors Header for Web Services

Overview:

Workday has introduced a new x-handle-import-process-errors HTTP header specifically for Import web services. This feature allows users to handle processing exceptions, including those related to custom validations, directly within their SOAP Import web service calls.

Setting the Header to Handle Exceptions:

When the header is set as x-handle-import-process-errors=1 (true), the Import web service will handle exceptions using the new error handling process.
For Workday web service versions 43.0 and higher, this setting is enabled by default.

Disabling the Header:

Setting the header to x-handle-import-process-errors=0 (false) disables this new exception handling feature.
For versions below 43.0, the header defaults to false, meaning the new processing method is not used unless explicitly configured.

Performance Impact:

Using this header to handle exceptions might slow down the web service’s operation. This is because the system now processes additional steps to handle and log exceptions.

Scope of the Update:

This feature applies only to Import web services. Bulk Import web services already automatically use the processing provided by this new header.

Setup Required :- Automatically Available

Ceridian Check Print Service Integration

Overview:

Workdays continue to enhance the Ceridian Check Print Service integration. These enhancements improve the performance and flexibility of the Ceridian Check Print Service integration.

Functionality :

To help ensure authorized access for documents, we now secure the WPN – Ceridian Check Printing integration template to the Domain Process: Payroll Settlement domain in addition to its existing domains.

Setup Required :- Automatically Available

Pre-2016 Layout for SAT Tests (Education Tests)

Overview:

Workday continue to enhance functionality for education tests to support new and updated test layouts.

Template – SAT Education Test Result Inbound

Update-> Input File Layout

Functionality:

Workday® 2024 R2 update the Input File Layout integration attribute on the SAT Education Test Result Inbound integration template to remove the Pre-2016 SAT fixed width option, as the College Board is no longer using data layouts from before 2016. You can continue to import Pre-2016 SAT scores using the layout options for the current and previous years.

Setup Required :- Automatically Available

HMRC RTI Special Characters

Overview:

Workday now enable you to submit accented or special characters, in a worker’s address, in a Full Payment Submission (FPS) file to HMRC. This saves you time instead of having to manually amend any special characters, and reduces the chance of HMRC rejecting your submission.

Functionality :

If you enter an accented or special character in these fields, on the Worker and Partner objects, Workday converts it to a character that HMRC accepts:

Home Address Line 1
Home Address Line 2
Home Address Line 3
Home Address Line 4

Setup Required :- Automatically Available

Get Taxable Document for Tax Calculation Web Service

Overview:

Workday update the Get Taxable Document for Tax Calculation web service with new fields to support third party tax calculation enhancements. These new fields include help you to perform tax calculations and comply with regulations.

Functionality :

We update the Get Taxable Document for Tax Calculation web service to include address and country level tax IDs and statuses.

Setup Required :- Automatically Available

Bank Account Transfer for Settlement Functionality

Overview:

Workday enhances bank account transfer for settlement functionality to now accurately provide beneficiary company bank address and tax id in payment files. This enhancement provides additional data that you may require for bank account transfer for settlement wire and other electronic payments.

Functionality :

Workday now includes the beneficiary company bank address and tax id in payment files generated through these Workday-delivered integration templates and web services:

Core Connector: Payments V2 Outbound template
WPN – ISO 20022 V3 (Enhanced Performance) template
Get Payments web service
Get Payment Messages web service

Workday® 2024 R2 also now include only the tax ID in payments generated from the WPN – ISO 20022 V2 Direct Debit (Enhanced Performance) integration template.

Setup Required :- Automatically Available

Business Objects on the Data Sources REST API

Overview:

The Workday Query Language v1 REST API for Data Sources has been updated to include primary and related business objects in its responses. This change helps users better understand the connections between data sources, fields, and the business objects they relate to.

Primary Business Objects:

The endpoints for listing and accessing specific data sources now return the primary business object associated with each data source.

Endpoints :

GET /dataSources
GET /dataSources/{ID}

Related Business Objects:

The endpoints that filters within a data source now return the related business object for each field or filter.

Endpoints :

GET /dataSources/{ID}/fields
GET /dataSources/{ID}/dataSourceFilters/{subresourceID}

Setup Required :- Automatically Available

Flex Teams Web Services in Workday® 2024 R2

Overview:

With this update, Workday deliver and make multiple flex teams web services public. These web services support creating, editing, retrieving, and importing both advanced and simple flex teams attributes.

Note: You might need to take additional steps to enable this feature depending on your organization’s subscription service agreement.
The Manage Flex Team web service enables you more easily import and export data, facilitating the rapid creation and editing of flex teams, accelerating the uptake and use of the feature.

Functionality :

Workday deliver and make the following web services public:

Manage Flex Team
Get Flex Teams
Get Flex Team Availabilities
Get Flex Team Categories
Get Flex Team Types
Put Flex Team Availability
Put Flex Team Category
Put Flex Team Type

Workday add a new initiating action on the Manage Flex Team business process security policy, Manage Flex Team (Web Service).

Setup Required :- YES

Level of Effort :-

Multicompany Accounting Journals with Multiple Ledger and Transaction Currencies

Overview:

Workday continues to improve the Import Accounting Journal web service and now enables you to create multicompany accounting journals with multiple ledger and transaction currencies where the line company amounts self balance by company. This functionality reduces the need to manually create and approve multiple journals with separate transaction currencies.

Functionality :

Workday has updated the Import Accounting Journal web service, removing previous limits. You can now create and submit journals with multiple transaction currencies and line companies using different ledger currencies as long as:

The journal line amounts balance by company.
The “No Intercompany Payable/Receivable Lines when Journals Self Balance by Company” option is selected in the Edit Tenant Setup – Financials task.

Note: If suspense accounting is set up, it won’t apply to unbalanced multicompany journals with multiple ledger and transaction currencies.

Setup Required :- YES

Level of Effort :-

New Fields in UBL 2.1 Electronic Invoice Connector in Workday® 2024 R2

Overview:

This update introduces additional optional fields for the UBL 2.1 Electronic Invoice Connector, allowing for the extraction of more detailed customer invoice information. That is particularly for Tier-1 countries, thereby reducing invoicing costs by automating the data collection process.

New Integration Maps:

Allows mapping of Company and Customer Tax IDs to external values as schemeID or target output fields in the UBL 2.1 XML file.
Example: Mapping internal values like FRA-SIREN to an external value (e.g., 0009) for customer tax identification.

Additional Address Concatenation:

A new attribute enables the inclusion of additional address lines (3-9) in a single line in the UBL output file.

New Integration Field Attributes:

Fields to capture details such as project references, invoice numbers, start and end dates, external document locations, and buyer and seller identifiers.
Includes payment account identifiers like bank account number, IBAN, and direct debit mandate references.

National Tax ID Code Reporting:

Introduces a new report field for National Tax ID Code to be used in custom reports, ensuring compliance and accurate data representation.

Setup Required :- YES

Level of Effort :-

Organization Goals Web Services Label Change

Overview:

With this release, we rename the Supports Reference field to Organization Alignment Reference in the Get Organization Goals and Put Organization Goals web services. Provides a consistent experience with the user interface.

Functionality :

We update the Supports Reference field to Organization Alignment Reference for the Get Organization Goals and Put Organization Goals web services.

Setup Required :- YES

Level of Effort :-

Payroll Partner Payment Outbound Integration

Overview:

Workday enables you to more easily share historical payroll data about employment verification, unemployment claims, and tax credits with your third-party payroll vendor. This integration helps improve efficiency and reduce manual labor.

Functionality :

Workday add a new Payroll Partner Payment Outbound integration template. You can use this integration to:

Extract up to 3 years of payroll data and use it to create an output payment file.
Configure the payroll data that you extract to comply with your third-party payroll vendor’s specifications

Key Features:

Extract up to 3 years of payroll data to create an output payment file.
Configure payroll data to meet your third-party payroll vendor’s specifications.

Setup Required :- YES

Level of Effort :-

Supplier Sales Order Number and Shipping Method for Purchase Order Processing with EDI 850

Overview:

With this release, Workday enables you to issue purchase orders with supplier sales order numbers if you have procedure information enabled when using EDI 850 to reduce work for bill-only and consignment orders. You can now also include the shipping method when issuing purchase orders with EDI 850 to ensure rush orders are processed correctly. This increases support for issuing purchase orders with EDI 850 for bill-only, consignment, and rush orders while reducing user error from manual data entry and increasing visibility of key information in your purchase orders.

Functionality :

Workday update these items by adding a new EDI Code field that you can use to specify a shipping method:

Maintain Shipping Information task
View Shipping Information report

Workday also adds the new EDI Code field to these web services:

Get Shipping Methods
Put Shipping Method

We also update these procurement web services by adding the new Supplier Sales Order Number field, so that you can view or edit the supplier sales order number:

Get Purchase Orders
Get Purchase Order Change Orders
Get Requisitions
Submit Purchase Order Change Order
Submit Purchase Order
Submit Requisition

By default, Workday hides the Supplier Sales Order Number field.

Setup Required :- YES

Level of Effort :-

Payroll

Add Payroll Input on Payroll Results in Workday® 2024 R2

Feature:

Workday® 2024 R2 update adds a new button on the payroll results screen that provides access to a new, simplified task to add payroll input, saving you time and effort. We make the layout of this task more intuitive, which helps you complete the task more quickly and reduces the likelihood of errors.

Changes:

Workday add a new Add Payroll Input button on the worker payroll results screen, enabling you to:

Access the new Add Payroll Input task directly on a worker’s payroll result instead of using related actions.
Add payroll inputs to results in any status..

Setup Required :- Automatically Available

Custom Validation for On-Demand Payments

Feature:

With this release, you can configure custom validations for on-demand payments.Provides you with better support and flexibility to configure and maintain custom validation rules for on-demand payments.

Changes:

You can now include rules (Example: Payment date has to be equal or greater than the current date) when you create custom validations for on-demand payments using the Maintain Custom Validations task.

To provide better clarity, we rename the Off-Cycle Payment category to On Demand Payment.

Setup Required :- Automatically Available

Global Payroll Connect Enhancements

Feature:

Manage global payroll processing across the globe by reviewing in near real-time global payroll related information with a single view from multiple payroll vendors.

Note: We plan to deliver new functional area, product, and Core Data Management tags for this functional area in a future update. You may notice discrepancies in the tags and functional area fields of the Release Center and the What’s New in Workday report for this feature.

With Global Payroll Connect features, you can:

Configure earnings, deductions, and basic payroll processing information
Set up integrations or APIs that send worker data, such as hire, compensation, benefits, time off and termination events to third-party payroll vendors.
Receive data from third-party payroll vendors, such as external payroll results, external payslips, tax documents, and other payroll documents via APIs.
Create and maintain payroll processing checklists.
Reconcile data between Workday and third-party payroll vendors. Leverage analytics or create and manage custom reports to assist in analysing and auditing payroll data’s

Changes:

Workday deliver a new Global Payroll Connect functional area for these Global Payroll Connect domains and all Cloud Connect for Third Party Payroll domains:

Manage: Data Changes on Demand
Manage: Global Payroll Processing
Manage: Global Payroll Inbound Notifications
Manage: Global Payroll Processing
Reports: Data Changes on Demand Results
Self-Service: Payroll Interface (Additional Payroll Data)
Worker Data: Payroll Interface (Additional Payroll Data)
View: Global Payroll Hub

We update the Alight Solutions external payroll vendor option name to Strada Global on these tasks:

Create External Payroll Vendor Mapping
Edit External Payroll Vendor Mapping
View External Payroll Vendor Mapping

Setup Required :- Automatically Available

My Tasks Notifications for Event-Driven Integration for Third-Party Payroll Integration Service

Feature:

With this release, Workday improves layout of My Task notifications for the Event-Driven Integration for Third-Party Payroll Integration Service.

To improve any error handling, Workday displays the HTML error code in notifications when applicable.

Changes:

You may see slight changes in the notifications user interface.

Setup Required :- Automatically Available

Object Transporter for Payroll

Feature:

In this release, Workday deliver Payroll to the new Object Transporter. This update improves your ability to migrate Payroll configuration data and objects from one tenant to another, either individually or as part of a configuration package.

With this update, Workday enables you to migrate these Payroll objects between tenants using the new Object Transporter:

• Aggregate Calculations
• Arithmetic Calculations
• Advanced Lookup Tables
• Balance Periods
• Build Date Calculations
• Conditional Calculations
• Constant Date Calculations
• Constant Value Calculations
• Date Difference Calculations
• Date Extract Calculations
• Date Increment/Decrement Calculations
• Deductions
• Earnings
• Gross-Up Configuration
• Gross-Up Priorities
• Input Value Lookup Tables
• Instant Set Comparison Calculations
• Instance Value Calculations
• Logic Calculations
• Lookup Calculations
• Lookup Tables
• Maintain Audit Configuration – Results by Period
• Maintain Payroll Audit Configurations – Compare Periods
• Maintain Payroll Proration Overrides

Pay Accumulations

• Payroll Action Reason
• Payroll Audit Configurations
• Payroll Audit Run Group
• Payroll Audit Worker Eligibilities
• Pay Balances
• Pay Group Automatic Assignment Rules
• Pay Group Rules
• Payroll Input Templates
• Payroll Proration Overrides
• Payroll Prism Prove Mappings
• Pay Results CRF Mappings
• Pay Results CRF Mappings – Balance Period Mappings
• Pay Retro Calculation Processing Configurations
• Pay Run Groups
• Payroll Register by Period Configurations
• Payroll Register Task Configurations
• Related Calculations
• Step-Based Calculations
• Step-Based Calculation Condition
• Step-Based Condition Groups
• Value Comparison Calculations
• Voluntary Deduction Configuration

What to know about migrating Payroll objects

You can’t migrate snapshots later than today’s date, only the most recent snapshot that is today’s date or earlier.
You can only migrate a pay component with a package effective date that is later than the earliest snapshot date.
You must migrate pay component related calculations either before you migrate or as you migrate generic calculations.
You must migrate pay component related calculations name changes before you migrate the pay component or as part of a configuration package that includes that generic calculation.

When you remove optional values in your calculations, then migrate those objects to a new tenant where that value already exists, the empty value doesn’t migrate. Workday recommends you wait to remove the optional values until after you migrate to the new tenant.

Setup Required :- Automatically Available

Payroll Calculation Processing Report

Feature:

With this release, we now process history payments when you run the Payroll Calculation Processing Report. Makes it easier for you to view and take action on history payment results.

Changes

Setup Required :- Automatically Available

Payroll Processing in Workday® 2024 R2

Feature:

Workday® 2024 R2 enhances and consolidates payroll processing. Reduces the time you spend calculating, auditing, and reconciling payroll results.

Changes

Workday enhances the performance of the Run Pay Calculation task. You might notice improved performance when you:

Have a large number of terminated workers in your tenant.
Run a pay calculation for a small number of workers with any option selected for Employees to Calculate and for pay group details configured with any of these payroll processing statuses: • Terminated with One-time Compensation Payments
Terminated with One-time Payroll Inputs
Terminated with One-time Payroll Input for Earnings
Terminated with Ongoing Payroll Input
Terminated with Retro Differences

With this release, Workday improves general performance. You may experience improved performance when using these tasks:

Delete by Batch ID
Delete External Payroll Input by Batch

Also, when you recalculate a payroll result using these methods:

Manual
On-Demand
Regular

Setup Required :- Automatically Available

Retro Transaction Types for Payroll for Canada

Feature:

With this release, Workday support payroll retro transaction types for Payroll for Canada that were previously unsupported events. Retro events associated with the End Additional Job, Pay Group Change, and Tax Authority events now process as supported retro events.

You can now calculate retroactive payroll for pay periods that contain these transaction types, reducing the need for manual calculations and pay input.

Changes

We remove these transaction types from the All Unsupported Payroll Retro Transaction Types report and add them to the All Supported Payroll Retro Transaction Types report:

Retro End Additional Job
Retro Pay Group Change
Retro Tax Authority Change

Workday now processes retro events associated with these transaction types as supported retro events.

Example: For Payroll for Canada, Retro Tax Authority doesn’t recalculate taxes under separate tax authorities. Workday calculates taxes using the primary pay group and reconciles taxes with the primary pay group current tax authority.

Setup Required :- Automatically Available

Talent & Performance

Employee Reviews Started Field on the View Employee Review Template Report

With this release, when viewing an employee review template using the View Employee Review Template report, we replace the drill-down in the Employee Reviews Started field to display a count of the number of reviews that use the template.

Reduces loading time for the View Employee Review Template report.

Setup Required :- Automatically Available

Feedback Received User Experience in Manager Insights Hub

Workday® 2024 R2 enhances the manager feedback received experience in Manager Insights Hub. They provide a new user interface to view requested feedback and anytime given feedback by enabling the card format. Also, improved the look and navigation of feedback received.

We increase readability and navigation for managers reviewing feedback received events for their direct reports.

Setup Required :- Automatically Available

Suggested Skills for Workers

Workday® 2024 R2 improves its methodology for generating skill suggestions to workers by leveraging explicit skill data to supplement existing machine learning-generated skill suggestions.

This can:

Increase the quantity and quality of skills on worker profiles, facilitating better career insight and mobility.
Reduce friction and increase user confidence with Skills Cloud.

Setup Required :- Automatically Available

Goals User Experience Redesign Multi-Management of Goals

With this Workday® 2024 R2 update, it increases the efficiency by enabling workers and managers to update multiple goals at once.

Ability to create, delete, edit, review, and approve multiple goals at once
Adding the Employee As Self and Manager security groups to the new Individual Goals initiating action on the Manage Goals business process security policy will allow workers and managers to update multiple goals at the same time.

This button provides a drop-down to access Manage Goals and Archive or Unarchive Goals tasks on these reports:

My Goals
View Goals
View Goals for Worker on the worker profile

Setup Required :- Automatically Available

Skill Assessments

Workday is now supporting structured skills assessments by enabling assessors to rate worker profile skills, job profile skills and all other skills of a worker.

NOTE: You need Skills Cloud enabled to use this feature.

Enables structured skill assessments for workers, secured to the Worker Profile and Skills functional area
Managers and assessors can rate job profile skills, worker profile skills and other skills on a 1-5 proficiency scale using Assess Skills Business Process

Setup Required :- Automatically Available

Time Tracking And Absence

Leave Percentage in Leave Results Reports

We update these reports by displaying a Leave Percentage column when users enter values in the Leave Percentage additional field for any leave requests:

Leave Results for Organization
Leave Results for Worker

Setup Required :- Automatically Available

Employee ID in Carryover Reports

With this update, WD adds a new Employee ID column to these reports, making it easier to distinguish between workers with the same name:

Carryover Balances for Organization (by Carryover Date)
Carryover Balances for Organization (by Worker)

You can access these reports in global search or when you select Time and Absence as a related action on an organization.

In SBX Preview In SBX

Setup Required :- Automatically Available

Absence Reporting on Time Off Entry and Time Off Event Business Objects

WD delivers these new report fields on the Time Off Entry business object (secured to the Public Reporting Items domain):
Absence Threshold Status Indicator for Pending Time Off. This report field enables you to identify the threshold status of a time off entry for a pending time off event. The value depends on whether the absence threshold is met and which severity level you configure for the validation:
Error: The absence threshold is met and the validation severity is critical.
Valid: The absence threshold isn’t met.
Warning: The absence threshold is met and the validation severity is warning.
The value is blank for events that have an event status other than In Progress or when no absence thresholds apply.
Corrected Time Off Quantity. This report field enables you to identify the time off units that the worker corrected in the time off event.
Previously Requested Time Off Quantity. This report field enables you to identify the time off units that the worker previously requested in the time off event before it was corrected.
We also deliver a new Absence Threshold Result report field on the Time Off Event business object (secured to the Public Reporting Items domain). This report field returns the Absence Threshold Result business object for a time off event, enabling you to access the report fields on the business object.

Setup Required :- Automatically Available

Edit Service Dates Web Services

Workday updates the Edit Service Dates web service to support the new Effective Date field.

In SBX Preview In SBX

Setup Required :- Automatically Available

Maximum Potential Carryover Report Field

Workday delivers a new report field that enables you to view the maximum number of hours and days that an employee can carry over from one balance period to the next.
Workday deliver a new report field on the Time Off Plan business object that enables you to view the maximum number of hours and days that an employee can carry over from one balance period to the next.
The report field returns the greater of the numbers between the carryover limit and any applicable carryover overrides on the worker.

Setup Required :- Automatically Available

Accrual Expiration

Accrual Set Up

WD introduce a new section on the Time Off Plan Overrides tab of the accrual called Expiration Override. To setup accrual expiration, define:

Amount of Time Before Expiration
Unit of Time Before Expiration

You also have the option to select Include Prior Balance Period Accruals in Upper Limit Calculation. Select this if expiring accruals should be included in the time off plan balance upper limit calculations across balance periods.

Note: When requesting time off, Workday will exhaust the units with the soonest expiration date first.

New Calculation

WD also introduce a new instance value calculation (IVC), Approved Calculated Time for Day for Accrual. This calculation can be used on its own or within arithmetic calculations to accrue units from time tracking relative to the (calculated) day in which they are worked. It ignores accrual frequency method and causes the accrual to trigger on the day that the approved calculated time exists. To use this IVC, you must define an expiration on the accrual.

Maintain Accrual and Time Off Adjustments/Overrides.

You can now modify reference dates when processing adjustments for expiring accruals in the UI. The reference date selected will determine when that accrual adjustment is granted, regardless of the accrual frequency method defined.

Override Accrual Expiration

WD have created the new Maintain Accrual Expiration Overrides Task that allows you to override expiration rules defined on an accrual for a worker.

Reporting

WD have added a new column, Expiring Accruals Forfeited in Period, to all standard time off balance reports. This column will only appear if expiring accruals are configured for a time off plan.

Note: The existing Accrual Forfeited in Period/Year to Date fields will only reflect accrued time off forfeited in excess of an upper limit. Accruals that have expired will never be represented as part of this existing field.

The new self-service My Expiring Accruals report returns all accrual expiration events where the units to expire are greater than 0 as of today. By displaying accrual expiration details in one place, you can review expiration details and help inform your decision around the type of time off to take and ultimately take action (Request Absence) from a single page. This report can be accessed by search, worklet, or PEX Card.

Note: The Request Absence button will only appear for customers using the new Absence Calendar Experience.

WD have created a new PEX home card called Expiring Accruals. Once published, this will display on a worker’s homepage if they have upcoming accrual expiration events within the next 30 days with balances remaining as of the accrual expiration date. Selecting the Review button on the PEX card will open the My Expiring Accruals report. You also have the option to customize the title and subtitle of this card to meet the needs of your organization. The new Accrual Expiration Event business object links from worker and position business objects via the Expiring Accruals for Worker and Expiring Accruals for Position fields and allows reports to return:

This task provides additional flexibility to create auto-submit schedules for all time, all imported time, or imported time with the Auto Submit value set to true. WD also enable you to search for unsubmitted time for up to 365 days before or after the run date.
Time Block Report Fields
WD deliver these report fields secured to the Reports:
Time Tracking domain: Time Block Last Submitted Date on the Time Block business object.
Time Block Status on the Time Block (Coordinated) business object.

Setup Required :- YES

Automatically Submit Time

Expiring Accrual
Time Off Plan for Expiring Accrual
Accrual Date
Expiration Date
Accrual Expiration Override
Expiring Accrual Balance for Worker
Expiring Accrual Balance for Position
These report fields are secured so that they can be used in alert notifications. We have also added the Accrual Expiration Forfeited (for Time Off Plan) in Period as of Date report field to the Time Off Plan business object that returns the accrual expiration forfeited for all Accruals for the Time Off Plan for the period through the as of date.

Process: Auto Submit Time Domain

WD added a new Process: Auto Submit Time domain to enable time tracking administrators to automatically submit time for several users at once using a batch process.

Auto Submit Time Task

WD add a new Auto Submit Time task (secured to the Process: Auto Submit Time domain) to enable you to configure the frequency at which time will be automatically submitted so that you can have different settings for different time entry templates.

Reported Time Blocks for a Date Range Report

WD added a new standard Reported Time Blocks for a Date Range report (secured to the Reports: Time Tracking domain) enabling you to identify reported time blocks within a specific date range for better time submission for payroll processing and better time management of your teams.

WD also deliver a new data source filter that filters the All Time Blocks report data source to return reported time blocks within a specific date range.

Setup Required :- YES

Bulk Prorate Accruals

WD added a new Bulk Automated Accrual Adjustment service step that you can configure on these business processes after the completion step:

Assign Employee Collective Agreement
Change Job
End Collective Agreement Assignment

When workers have collective agreement or change job events that impact their accrual entitlements, the Bulk Automated Accrual Adjustment service step updates the Bulk Absence Proration background job to prorate accruals for impacting events. The step creates automated adjustments in bulk for all eligible workers if the accrual is configured as:

Based on As of Date (for mid-period accruals).
Front-Loaded.

Setup Required :- YES

Enter Time by Period

we enable workers and managers to use the period calendar as their primary time entry method.

Workers are now able to request an absence using the related actions on the time calendar.

This update will also view holiday information, period start/end date, payment date and incomplete check in/check out blocks.

Workday added an Include Scheduling Data check box to the Additional Options section. When you select Period or Classic from the Primary Calendar prompt, you can select Include Scheduling Data to include scheduling information on the period calendar.

We update these tasks:

Create Time Entry Template
Delete Time Entry Template
Edit Time Entry Template
For the Primary Calendar prompt, workday:
Added a new Period option.
We also update these reports:
Enter My Time
Enter Time for Worker

Setup Required :- YES

Pay Status Code on Absence Type Code Mapping

WD added the Pay Status Code tab on the Maintain Absence Type Code Mapping task.

Setup Required :- YES

Reporting

Freeze report column

This feature gives end users more controls over how tabular report data displays. It also makes it easier to understand the context of data on reports that have many columns and require horizontal scrolling.

When end users run 1 of these custom or standard report types and select Grid Preferences, they can drag and drop columns to freeze on the report:

Advanced
Composite
Simple
Transposed

If the report doesn’t have columns eligible to freeze, Workday doesn’t display the Column Preferences menu to the report user.

Setup Required :- Automatically Available

Format Text Calculated Fields

Workday gives you more control over how your data displays by enabling you to remove or replace special characters and delimiters in text fields.

This feature simplifies editing text strings and reduces the number of calculated fields needed to do so.

Setup Required :- Automatically Available

Schedule Live Composite Reports

Workday gives you more flexibility in how you view data for large composite reports by enabling you to schedule them to run in the background.
This feature enables you to interact with report results directly in your browser instead of generating a CSV, Excel, or PDF output. Keeping the report results in Workday also makes your data more secure.
Workday add the new View in Browser option to the Output Type section on the Output tab in the Schedule a Report task.

Setup Required :- Automatically Available

Maintain Report Usage for Saved Filters

With this release, report administrators can use the Manage Report Usage task to remove saved filters owned by active users on a report.
Report administrators can hide the Workday delivered reports that have saved filters owned by active users. This helps improve efficiency and productivity for report administrators.
We have updated the Manage Report Usage task to enable Report administrators to delete saved filters owned by active users on a report.

Setup Required :- Automatically Available

Benefits

Benefit Elections User Experience Redesign

Workday transition the benefit enrollment landing page from the old card framework to the new card framework, and Current Elections summary from the grid view to the new card framework. This transition will affect your workers’ views of their benefit elections, but functionality remains the same.

The new cards framework provides a quick-glance view at a greater variety of information with a more organized experience for your employees when they’re managing their benefits.

Setup Required :- Automatically Available

Old View

New View

SOAP Import Web Services for Benefits

Workday deliver new templates for Benefits import web services (SOAP) to improve importance. Workday has changed from a 2 tab spreadsheet to a 1 tab spreadsheet that users the Spreadsheet Key to coordinate the parent and child row information.

Setup Required :- Automatically Available

Auto Contribution Increase for Retirement Savings Plans - Secure Act 2.0

FEATURE

To support Secure Act 2.0, you can now enable workers to increase retirement savings contributions for workers that opt in to automatic contribution increases.

This feature is only available for percentage contributions. Employees can opt in or out of annual contribution increases during an enrollment event.

Setup Required :- YES

Benefit Credit Offsets for Unused Plan Credits

FEATURE

Workday enables you to set up offsets from unused plan credits, enabling employees to use leftover plan credits for the cost reductions associated with their benefit elections during an enrollment event.

Setup Required :- YES

Benefit Program Communication - Wallet

Overview:

Workday will deliver the ability to target program cards to workers that consolidate benefits information an employee might need on the go.

Changes:

Workday deliver these web services to support the future Wallet section of the Benefits and Pay Hub:

Get Wallet Opt In Preference: For future use.

Put Worker Benefit and Wellbeing Wallet Cards: For future use.

Setup Required :- YES

Benefit Credit Offsets for Unused Plan Credits

FEATURE

With this release, we deliver a new benefits messaging task, and an enhanced Open Enrollment reminders task, that both leverage Workday Notification Designer, and enable you to send workers emails, SMS, and push notifications related to their benefits and open enrollment.

Advantage:

It greatly enhances the notification creation experience for benefits administrators, boosts employee responsiveness, and helps to improve open enrollment participation rates.

Setup Required :- YES

Cloud Connect for Benefits: Benefits Connector V2

FEATURE

Workday delivers Benefits Connector V2, a generic Cloud Connect for Benefits (CCB) outbound integration.

Changes:

The CCB Benefits Connector V2 now generates an output file with worker benefit data, including enrollment, eligibility, and demographics. It uses DIS to extract data and identify changes, allowing you to send full files or just updates.

New features include:

Separate data sections for each benefit plan type.
Extensible fields for custom data.
Expanded coverage for Health Savings Accounts and Additional Benefits.

Setup Required :- YES

Knowledge Base Articles for Benefit Plans

FEATURE

Workday enable you to link knowledge base articles to benefit plans using the Edit Benefit Plan task.

You can build a knowledge base about benefit plans to help workers find information without searching outside of Workday or opening a help ticket.

Setup Required :- YES

Open Enrollment Journey Enhancements

FEATURE

Workday enhance the Open Enrollment Journey template with a new task option.

Note: Journeys is a separate product (SKU) that requires a separate license.

Changes

Workday add the task Employee Benefits Open Enrollment Selection as a task you can enable as a step in Open Enrollment Journeys. As your employees complete your configured Open Enrollment Journey, they’ll now be able to access this task as a part of that Journey.

Setup Required :- YES

Worker Wellbeing Profile and Program Cards

FEATURE

Workday expand Worker Wellbeing so that you can tag benefit program cards with interests that you have configured. Workers can select the interests from their Wellness Interest Profile to view customized content.

Business Benefits

You can derive insight about which benefit program cards that you’ve tagged have the most engagement and improve the quality of your employee programs.

Setup Required :- YES

Recruiting

Copy Job Application Related Action

We can now copy a job application to another job requisition directly from a candidate’s profile or a job application by selecting Job Application > Copy Job Application from the related actions menu.

When you access the task from the related actions menu of the candidate’s profile, you can select a different job application to copy if the candidate has multiple applications.

Setup Required :- Automatically Available

Evergreen Requisitions for Copy Job Application

Workday® 2024 R2 update the Copy to Another Job Requisition task to enable you to copy a job application to and from an evergreen requisition.
WD also now display the Copy to Another Job Requisition action from the Candidate Job Applications grid for an evergreen requisition.

Setup Required :- Automatically Available

Candidate Home Job Alerts

To improve the candidate experience, workday provide a more intuitive design for Job Alert tasks. A enable side panel has been enabled for Job Alerts when external candidates create and edit their job alerts within their Candidate Home.
These tasks display on the right side of the page:
Create Job Alert
Edit Job Alert
Workday update the Delete Job Alert task to display as a pop-up modal instead of a separate page.

Setup Required :- Automatically Available

Core Connector: Candidate Outbound

Workday deliver these new integration services to the integration template that you can enable to specify the output location of an integration file and to enable a unique name for each output file for the integration:
Core Connector: Candidate Outbound – Delivery Service
Core Connector: Candidate Outbound Sequence Generator Service We deliver these field attributes that you can include in the output file:
Located in Candidate/Job Application Data: Job Application Reference ID
Located in Candidate/Job Application Data/Job Application Detail/Business Process Data • Job Application Step All Data
Located in Candidate/Job Application Data/Job Application Detail/Business Process Data/Process History/Process: Comments
Completed By
Created On
Process Name
Status
Step
Workflow Step Security Groups

WD also add these launch parameters:

As Of Effective Date
Last Successful As Of Effective Date”

Setup Required :- Automatically Available

Undo Move for Multiple Candidates and Removed Resume Bundling Limit

Workday deliver a new Mass Undo Move Job Application task (secured to the Undo Move Candidate domain) that you can use to return multiple candidates to their previous stage and step of the Job Application business process. You can access this task using with the new Undo Move action in the candidate list grid.
With this update, we remove the limit on the number of resumes you can bundle at once.

Setup Required :- Automatically Available

Pre-Hire Collective Agreement Details Business Process

Workday enable the Pre-Hire Collective Agreement Details business process to be a subprocess of these business processes to help specify collective agreements and factors when creating evergreen requisitions and job requisitions:
Create Evergreen Requisition
Create Job Requisition
Edit Evergreen Requisition
Edit Job Requisition

Setup Required :- YES

Job Description Generation on Job Requisitions

New Domain

Workday delivers a new Manage: Machine Learning for Job Descriptions domain (secured to the Staffing functional area) that you can use to secure access to tasks that use machine learning to generate job descriptions on job requisitions.

Generate with AI button

A new Generate with AI button has been added on the Job Description field on these tasks, which you can use to create job descriptions using generative artificial intelligence:

Create Job Requisition
Edit Job Requisition
Create Evergreen Requisition
Edit Evergreen Requisition
Create Confidential Requisition
Edit Confidential Requisition

Job Description Generation on Job Requisitions Innovation Services
WD update the Maintain Innovation Services Data Selection Opt-In task and add the Job Description Generation on Job Requisitions option to the

Job Requisition Data category on the ML for Recruiting section.
You must select the Opt In check box to contribute data to the machine learning data categories that we use for Job Description Generation on Job Requisitions.

Setup Required :- YES

U.S. Federal Veteran’s Preference

Veteran’s Preference for External Career Sites

WD deliver these new options that you can add to the Field column of the Personal Information – U.S. grid under the Apply – Personal Information (U.S.) section on the Create External Career Site and Edit External Career Site tasks:

Veteran’s Preference
Veteran’s Preference Attachments

When you configure these fields, candidates applying to a U.S.-based position can claim their veteran’s preference and upload up to 5 supporting documents on the Voluntary Disclosures page of their application.

Adjudicate Candidate Information

WD deliver a new Adjudicate Active Candidate Information report (secured to the new Process: Adjudicate Candidate Information domain) that adjudicators can use to determine the merit of the candidates’ claimed veteran’s preferences. Adjudicators can select the adjudicated veteran’s preference type and the adjudication status on the report.

WD add a new Adjudication section and Job Application Adjudication Grid prompt to the Maintain Candidate List Assignment task that you can use to assign a custom grid. This custom grid displays on the new Adjudicate Active Candidate Information report. You can create an adjudication grid by selecting the new Job Application Adjudication option on the What type of grid do you want to create? prompt of the Create Grid Configuration task.

WD recommend that your grid configuration includes an Adjudication Information column group with editable Adjudication Status and Adjudicated Veteran’s Preference Type fields, as well as these new report fields on the Job Applications, Prospects and Referrals business object (secured to the new Candidate Data: Veterans Preference domain):
Claimed Veteran’s Preference Type

Veteran’s Preference Attachments
Report Fields

WD also deliver these report fields on the same business object that you can use on the candidate list grid and candidate rating or ranking templates:
Adjudicated Veteran’s Preference Type (secured to the new Candidate Data: Veterans Preference domain)
Last Adjudicated Date (secured to the Candidate Data: Job Application domain)

Setup Required :- YES

A uthor: I8CLOUD Consulting

i8CLOUD

Table Of Contents

Adaptive Planning

Adaptive Planning Notifications

Add Reports on Dashboards

Bottom-Up Workforce Planning

Bottom-Up Workforce Planning: Hierarchical Routing

Bottom-Up Workforce Planning: Organizational View

Chart Improvements in Dashboards

Financial Planning Configuration Manager Accounts and Categories Flexibility

Forecast Explanations for Predictive Forecaster

Introducing Shared Scenarios

LightGBM Algorithm Supports Lever Sheets for Predictive Forecaster

Modeled Sheet Data Validations

Perspective Favorites in Dashboards

Perspective Folders in Dashboards

Report Bursting Through Scheduled Attachments

Report Parameter Behavior

Reporting in Billions

Reset to Default View on Sheets

Snowflake support for Cloud Data Connect and Design Integrations

Support for Accounting Center Data in OfficeConnect for Financial Management

User Administration User Experience

Version-Specific Overrides for Linked Accounts

Workday Adaptive Planning Data Agent Upgrade

Financial Accounting

Address Tax ID Update

Bank Routing Rule Web Services

Put Worktags Tax Rule SOAP Web Service

Tax Accounting for Customer Invoice Adjustments

Write Off Customer Invoices with VAT on Payment

Integrations

Accounting Journal Scalability and Performance

Bank Routing Rule Web Services

Business Entity Contacts Query in Workday Graph API Schema

Errors in Financial Payment Integrations

Absence Management Web Services

Supplier E-invoice Generic Connector Updates

WPN - ISO 20022 V9 Credit Transfer Integration Template

Payroll

Additional Payroll Data Authentication and Authorization

Additional Payroll Data on Benefits and Pay Hub

Image Replacements in Workday

Payroll Effective Change Interface Integration

Worker Effective Change Interface Integration

Talent & Performance

Advance Steps in the Assess Skills Business Process

Flex Teams Web Services

The Enhanced Cloud Connect for Learning Platform

Time Tracking And Absence

Automatically Submit Time Enhancements

Edit and Approve Time Filters

Effective-Dated Time Entry Templates

Enter Time by Type Comments

Flexible Check-In and Check-Out

Intelligent Prompt Recommendations for Time Entry

Maintain Invalid Time Clock Events for Workers

Midweek Project Changes with Enter Time by Type

Third-Party Scheduling

Time Entry Template Reporting

Transfer Project Time Blocks within Closed Time Entry Periods

Benefits

Benefit Credit Offsets for Workday Payroll

Mobile Benefits UI Rearchitecture

Purge Dependents and Beneficiaries for Active Workers

SOAP Import Web Services for Benefits

Recruiting

Candidate Home Usability

Enhanced Candidate Tracking for Recruiting Agency User

Purge Dependents and Beneficiaries for Active Workers

New Workday Onboarding Experience

Non-US English Locales on External Career Sites

Validation Message for Send Message Task

Learning

AI Summarization of Content Feedback

Email Validation for External Learning Users

Hide Inactive Learning Content from Global Search

Learning Recommendations in Preferred Language

Surveys Migration

Financial Management