Workday Integration - 1 . Introduction - CloudCertification

Workday Integration -1. Introduction

Workday Integration Training

📊 Standard vs. Custom Reports: There are two types of reports in Workday: standard reports, which are pre-delivered and can be used without changes, and custom reports, which are tailored by clients to meet specific needs.
🔄 Copying Standard Reports: Users can copy standard reports to create custom versions. This is essential because standard reports cannot be modified directly, ensuring that changes do not affect other clients.
🔍 Searching and Executing Reports: The process of copying reports involves searching for the desired standard report and using the task “copy standard report to custom report” or the related action icon to execute and modify the report as needed.

Workday Integration Training - Key moments

Introduction to Workday Reports 00:00
- Overview of two types of reports: standard and custom reports.
- Standard reports are pre-delivered, while custom reports are developed by clients for specific needs.
- Approximately 70% of standard reports can be used without modifications.
Limitations of Standard Reports 01:05
- 30% of standard reports may not meet client needs due to insufficient columns or parameters.
- Standard reports cannot be altered directly as they are shared among all clients.
Copying Standard Reports 03:15
- To modify a standard report, clients must create a copy of it.
- The copied report can be customized to meet specific requirements.
How to Copy a Standard Report 05:16
- Use the task “Copy Standard Report to Custom Report” to initiate the copying process.
- Search for the desired standard report to copy, such as “Expense Without Receipt.”
Executing and Modifying Copied Reports 07:12
- After copying, users can rename the report and make modifications if needed.
- Demonstration of searching for and executing the copied report.
Related Action Icon Functionality 11:16
- The related action icon provides options for executing, copying, and scheduling reports.
- Users can perform actions directly from the report’s context using the related action icon.
Summary of Copying Methods 12:12
- Two methods to copy reports: using the designated task or the related action icon.
- Emphasis on the flexibility of using either method for various tasks in Workday.
Searching for Custom Reports 13:55
- Demonstration of searching for custom reports using specific prefixes.
- Explanation of how to filter search results to find both standard and custom reports.

Workday Integration Training FAQ’s

Q: What is Workday Integration, and why is it important?

A. Workday Integration involves connecting Workday’s HR and financial management platform with other systems and applications within an organization. It is crucial because it ensures seamless data flow, enhances operational efficiency, and allows for real-time access to accurate information across different departments.

Q: What types of integrations does Workday support?

A: Workday supports various types of integrations, including Workday Studio integrations, Enterprise Interface Builder (EIB) integrations, Cloud Connect integrations, and third-party integrations via APIs.

Q: How can Workday integration benefit my organization?

A: Workday integration can streamline HR, finance, and operational processes, improve data accuracy, reduce redundancies, and provide a unified view of organizational data. This leads to better decision-making and operational efficiency.

Q: What are the common challenges faced during Workday integration?

A: Common challenges include data mapping and transformation issues, handling complex business processes, ensuring data security and compliance, managing integration dependencies, and addressing performance concerns.`