Workday Feature Descriptions Guide¶

Product Summary · May 14, 2026

High-level feature descriptions for capabilities across all Workday products.

Workday Adaptive Planning¶

Modeling¶

Manage custom dimensions, levels, accounts, attributes
Configure standard, cube, and modeled sheet types
Create versions for budgeting and forecasting
Maintain currencies, exchange rates, rules

APIs¶

Import/export data via Integration APIs
Create/update metadata via model management APIs
Security APIs: user CRUD, group import/export, permission sets, event log export

Integration Management¶

Connect to external systems and cloud data warehouses
Map metadata and provide data/metadata loaders
Schedule automated sync between source systems and Workday Adaptive Planning

Manual Import and Export¶

Import/export data; map metadata; erase data by version/time period; view import history

Security Administration¶

Access control, permissions, user/group management, idP config, audit activities

Connection to Workday Financial Management¶

Financial Management as data source (actuals); drill from planning to FM objects; publish/execute financial plans in FM

Connection to Workday HCM¶

HCM as data source for headcount plans; drill to HCM objects; publish headcount plans and workforce actions

Consolidation in Planning¶

ERP source data integration, intercompany eliminations, minority interest (NCI) tracking (GAAP)

Sheets¶

Data security (protect/lock/hide), multiple sheet types, data exploration, data entry, filters/search

Process and Workflow¶

Task creation/assignment, status monitoring, submit for review/approval, workflow status tracking (In Progress, Submitted, Approved), task notes/attachments

Web Reporting¶

Dynamic matrix reports (rows, columns, filters, parameters); add calculations/formatting; modeled-sheet, transaction, and report book types; export in multiple formats; data security enforcement

Dashboards¶

Side-by-side charts, grids, data entry sheets; dynamic data updates; in-dashboard commentary

Intelligent Planning¶

ML-based anomaly/outlier detection; predictive forecasting (historical trends, seasonality, key drivers); side-by-side comparison with plans/budgets

Workday Analytics and Reporting¶

Core Reporting¶

Foundational Reporting: Standard reports (copy/edit), custom reports, custom dashboards, calculated fields
Analytics and Insights: Charting, dashboards, discovery boards
Interactivity and Self Service: Configuration options, sharing, security-based access
Report Distribution: Share/distribute reports; background scheduling; Workday Query Language (WQL) support
Report Management: View/mass delete custom reports; usage dashboards; report tags; temporary reports

People Analytics¶

Configuration: influence data feeding insights
Content: KPIs and insights across employee lifecycle
Integrations: drive awareness, transition KPIs for further analysis

Prism Analytics¶

Analytics and Insights: Blend Workday + non-Workday data with integrated security
Data Acquisition: Ingest Workday and non-Workday data
Data Management: Manage and control access to Prism artifacts
Data Transformation: Blend data; transform to analysis-ready derived datasets
Interactivity and Self Service: Visual drag-and-drop data preparation

Slides¶

Create, collaborate, share presentations with live transactional data
Refresh linked data in presentations
Link data as tables, charts, individual text values

Worksheets¶

Schedule or manually initiate report updates to workbook
Spreadsheet component for ad-hoc data exploration, analysis, visualization, and collaboration with live Workday data

Workday Contract Management and Document Intelligence¶

Contract Intelligence¶

Contract Analysis Interoperability: Bulk import/export with third-party platforms
Contract Management Administration: Document data layout, SSO config, file delete/restore, audit logs
Contract Search and Reporting: Configurable notifications, search/dashboard export, hierarchical document organization, saved custom queries
Document Access Controls: User/group profiles with content access permissions; user roles; restricted access for AI chat responses
Document Analysis: AI + OCR analysis; chat interface; AI model creation/training for document extraction
Document Ingestion & Sync: Upload, submit, bulk import from storage platforms
Supplier Contracting: Integrate supplier document data/metadata

Contract Lifecycle Management¶

All Contract Intelligence capabilities plus: - Contract Redlining, Editing & Collaboration: Track changes, internal/counterparty version management, sync to master document - Contract Review & Ticket: AI-assisted negotiation; clause library; approval workflows; post-signature task tracking; AI prompt sharing - Contract Signature: Configure signature process; integrate third-party e-signature platforms - Contract Workflow Design: Configurable workflows with event-activating conditions - Contract Workflow Interoperability: Status/activity log display; initiate workflows; update statuses from third-party platforms - Intake: Configure intake forms for contract requests; generate contract drafts

Salesforce Connector for CLM and CI¶

Integrate sales contract data and metadata for search and reporting

Workday Financial Management¶

Accounting Center¶

Journal line rules, custom validations, intercompany/multicurrency/pass-through transactions, event-based accounting, multiple accounting groups
Accounting Source Ingestion, Setup, Batch Initiation, Enrichment, Error Processing, Process Orchestration, Reporting

Accounts Payable¶

Accounting Adjustments (procurement cards, supplier invoices), Item Management, Procurement Card Processing
Supplier Contracts: create/manage, renewal notifications, payment terms
Supplier Invoice Capture (scanning), Processing (touchless PO-related, VAT validation, spend category recommendations), Reporting
Supplier Payments (currency lists), Supplier registrations

Accounts Receivable¶

Customer Collections: Dunning automation, interest/late fees, invoice holds, collection letters, write-offs
Customer Invoice Presentment and Delivery: PDF printing, e-invoicing (XML/UBL), email with attachments
Customer Invoice Processing: Electronic invoice integrations, statutory invoice types, gapless sequencing, commodity codes
Customer Management: Customer CRUD, segmented security, credit information
Customer Payment Processing: Auto-apply rules, direct debit, lockbox connector, cross-currency, on-account payments, overpayment write-off

Asset Management¶

Asset Accounting (single/multiple books, depreciable/nondepreciable/composite assets, depreciation profiles)
Asset Reporting, Asset Tracking (custodians), Intangible Assets, Leased Assets

Auditoria.AI Smartbots¶

Automated AP inquiries, monthly accrual calculations, automated supplier communications

Bank Connectivity¶

Receive bank statements/payment acknowledgements; send electronic payments; send positive pay files

Budgetary Control¶

Approve budgets/amendments; evaluate transactions against budgets; manage budget check exceptions
Multidimensional budgets with parent-child relationships; track actuals against budgets

Capital Projects¶

Track project costs and convert to business assets

Cash Management¶

AI Powered Bank Reconciliation: ML-based matching recommendations; matching rule suggestions
Bank Account Management: Cash pools, bank accounts, signatories, fee statements
Bank Statement Reconciliation: Matching rules, reconcile with electronic payments
Bank Statement Processing: Worktag assignment, business info extraction, supported format imports
Cash Positioning and Forecasting: Forecast structures, cash activity grouping, forecasted balance reporting
Cash Transactions: Ad hoc transactions, bank transfers, one-time payments
Manage Payment Requests: Single-use miscellaneous payees, bank routing rules, self-service setup

Close and Consolidate¶

Account Reconciliation (period close certification/decertification)
Consolidation Data Capture (trial balance import, GL data management)
Consolidations (NCI entries, consolidated financial statements, intercompany elimination, equity earnings)
Supplemental Schedules (supplementary data collection, currency aggregation, opening balance roll-forward)
Translation and Revaluation (currency fluctuation calculations, translation adjustment journals)

Endowments¶

Donor/contribution management, endowment payouts (investment pool income allocation, reinvestment), gift hierarchies, investment pool management, investment statements

Expenses¶

Accounting Adjustments; Corporate Credit Card Processing (individual, shared-liability); Expense Approval/Payment/Reimbursement
Expense Protect: ML-based real-time risk assessment and recommendations
Expense Reporting and Audit; Corporate card, allowance plan, intercompany expense processing
Expense via Workday Everywhere: Submit expenses via Teams/Slack
Receipt Capture (benefit reimbursements, corporate card, out-of-pocket); Travel booking integration

General Ledger¶

Accounting Adjustments; Allocations and Statistics (company/ledger/statistics/headcount/worktag-based)
Alternate Ledger Currency; Average Daily Balance; Cash Basis Accounting
Intercompany (one-sided journals, intercompany invoice exchange); Journals (manual, recurring, operational, import)
Lease Accounting (short-term/financial/operating contracts, amendment types); Multiple Funding Sources
Tax Processing and Reporting: Transaction/withholding tax, third-party tax service integration, SAF-T Core/Norway/FEC/GoBD, 1099MISC/NEC, DAS2, VAT e-filing (UK/Germany ELSTER), VIES/UK VAT validation
Tenant Setup and Worktag Configuration (account posting rules, books, primary/optional worktags)

Grants Management¶

Award Billing (invoice/letter of credit draw); Award Budget; Award Cost Processing (indirect costs, revenue recognition)
Award Management (terms, expenditure control rules, amendments, tasks/deliverables, funding amounts)
Award Tasks and Milestones; Effort Certification; Funding Sources; Proposal Management; Sub-Award Management

Payment Processing¶

Manage Checks (positive pay, escheat, print, void); Manage Payments (acknowledgements, returned/stopped payments, remittances)
Payment Integrations; Payment Methods; Payment Purpose Codes (country-specific, ad hoc/transfers/supplier)
Settle Payments (multicurrency, prenote runs, bank account validation)

Project Billing¶

Core: Billable project billing, Time & Expense/Fixed Fee/Value-Based/Usage-Based contracts, billing schedules, intercompany, transfer transactions
Pricing: Contract rate sheets, billing rates by worker/rules
Revenue Recognition: Transaction/installment-based, accrued/deferred/direct methods, percent complete

Project Tracking¶

Project hierarchies, resource plans, time recording

Projects¶

Capital Projects; Opportunity Projects; Plan Work (project plans, resource allocation)
Project Budget (baseline vs forecast, labor/non-labor); Project Financial Reporting; Project Staffing
Projects Core (internal/capital/billable, project manager hub); Transfer Pricing (intercompany invoices)
Resource Cost Rate, Resource Forecast, Resource Management; Templates; Worker Utilization

Revenue Management¶

Billing (schedules, milestones, consolidated billing, flexible terms)
Customer Contract Management (predefined templates, multi-currency, discounts, renewal terms, amendments, deferred costs)
Revenue Recognition (schedules from contracts/invoices/templates, multi-period, usage-based subscriptions)
Revenue Recognition Advanced (allocation rules, multicurrency adjustments, price lists/bundles, deferred cost journals, cumulative catch-up)
Usage Billing (minimum commitments, tiered/volume pricing, usage recording)

Service CPQ¶

Document Generation (templates, quote configurations, preview/regenerate); Internal Quote Approvals
Opportunity management (CRM sync, status tracking, quote management); Project and Contract Creation (automated from quote data)
Quote (phases/tasks/roles, services catalog, spreadsheet/web services creation, merge services); Services Catalog (baseline services, snippets, catalog reporting)

Workday Human Capital Management¶

Advanced Compensation¶

Bonus Process Options (eligible earnings, qualifying plans, deferred bonuses); Compensation Matrices; Compensation Review Award Types
Compensation Review: Calculate Targets/Manage Pools, Eligibility, Mass Actions, Modeling and Planning, Planner Experience, Process Setup, Statements
Coordination of Events (parallel events); Manage Compensation Plans (merit/bonus/stock, proration, scorecards); Manage Compensation Review Process
Stock Process Options (eligible earnings, qualifying plans, stock allocations)

Asset Tracking¶

Track/report organizational assets by location, cost center, worker, organization (no accounting)

Benefits¶

Affordable Care Act Management: Minimum coverage notification; IRS reporting
Configurable Benefit Plans: Health/insurance/retirement plans, healthcare savings/spending accounts, eligibility rules
Dependents and Beneficiaries: Multiple relationship types, legal trust beneficiary, dependent verification, QDROs
Management of Enrollment Events: New hire/termination/life event/open enrollment; mobile enrollment; event coordination; waiting periods; evidence of insurability
Medicare: Coverage/enrollment tracking; coordinating benefits (primary/secondary payer)
Tracking COBRA Eligibility: Employee/dependent eligibility; third-party COBRA integration
Wellness Administration: Enter wellness info; change retirement contributions

Career and Development¶

Careers: Professional profile (talent/education/experience), career transitions, job interests, development items, relocation/travel preferences
Mentoring: 1-on-1 mentor relationships, mentor types, mentorship preferences

Case Management¶

Case Assignment & Routing; Configuration (case types, service categories/teams); Case Creation (employees/non-employees)
Case Data Management (scramble/purge); Case Deflection (article/task/learning suggestions); Case List; Case Notifications
Case Reporting and Dashboard; Case Resolution Workflow; Case View (update, notes, replies, share); SLA Management

Cloud Connect for Benefits¶

Healthcare enrollment data file types; third-party benefit provider integrations

Cloud Connect for HCM¶

Account Provisioning: Worker profile extraction, group assignment provisioning
ACA: 1094-C/1095-C to IRS; ACA Information Returns Program; integration audit files
Medicare Integrations: EVDSA submissions; coordination of benefits request/response; EGWP drug coverage data
Talent Acquisition: Third-party connectors for assessments, background checks
Worker Data: Job profiles, job families, locations, organizations, positions; Equifax Work Number integration

Compensation¶

Ad Hoc Compensation Changes (stock grants, one-time payments, ad hoc assignments)
Compensation Analytics: Demographic pay equity monitoring
Compensation Basis: Estimated earnings definitions, customized configurations, HCM business process simulations
Compensation Discovery Boards: Pay equity analysis using historical HCM data
Compensation Grade Step Progression: Step preservation, automatic step scheduling, admin notifications
Compensation Grades & Profiles; Compensation in Staffing Transactions; Compensation Survey Management (vendors, jobs, matches)
Education and Government Compensation: Locality pay areas, period activity pay
Global Compensation Calculations; HCM Core Compensation; HCM Severance (notice periods, severance packages)
Manage Compensation Plans; Quality Step Increase; Total Rewards Statement; Wage Theft Prevention

Core HCM¶

Compliance: Establishment assignments, Form I-9 (import, correction, E-Verify, multi-BP), country-specific genders
Data Privacy and Purging: Worker data purge, scramble, National ID masking
Duplicate Management; Employee Talent Data Collection and Cards; Employment Contracts/Agreements
Global Mobility (international assignment tracking, multi-country personal info); Job Overlap on Position Restriction
Mass Processing: Automated termination, mass hire, mass correct hire date, mass change jobs/organizations
Non-Employee Tracking (contingent workers, retired employees); Position Management (headcount plans, position budgeting)
Regulatory Reporting: EEO-1/3/4/5 compliance, gender/ethnicity reporting, veteran status
Safety Incident Tracking; Skills and Experience Tracking (certifications, competencies, qualifications, activities, languages)
Unions/Collective Agreements; Vaccine and Workplace Test Tracking
Worker Data Changes: Address lookup, address components, personal data modifications, flexible work arrangements
Worker Staffing Changes: Hire/rehire, job changes, termination, additional jobs, position swaps, localized fields, reference letters

Journey Paths¶

Administration (web services); Content Discovery; Journeys Curation (configurations, distributions); Journeys Distribution (scheduling); Journeys Metrics & Reporting; Security (journey categories)

Knowledge Management¶

Access and Security (authenticated audiences); Content Discovery and Consumption (search/view articles); Content Management (create/edit articles)

Onboarding¶

Compliance; E-Verify (auto-resync, 30-day tracking, duplicate case reasons); Employment Contracts/Agreements
Form I-9 (electronic, audit, Section 3, external authorized representative)
Hire and Onboarding: Recruiting-initiated autocomplete, onboarding experience configuration, start date correction, no-show reporting, duplicate prevention
Probation/Notice Periods (country-specific rules, field hiding/requiring)

Org Studio¶

Visualize/plan/approve reorganizations; mass review/edit org and workforce changes; design projects (create/copy/edit/archive); position creation; supervisory org management; staffing process proposals

Performance Enablement¶

Employee Reviews, Conversations, Templates: Check-ins, configurable review plan templates, development plans
Feedback and Recognition: Requested/unsolicited feedback; private/public feedback
Individual and Organizational Goals Alignment: Organization goal assignment to supervisory orgs; individual goal management

Talent Pipeline¶

Succession Planning and Pooling: Succession plans for positions/job profiles, talent pools, succession pools, readiness tracking
Talent and Performance Calibration: Plot/compare/adjust workers; delegate calibration; calibration programs

Workday Paradox¶

Apply and Schedule¶

Conversational Apply: Automate candidate communication, chatbot job search, conditional application progression, custom data attributes, employee referrals via SMS
Conversational Career Site: Branded career site hosting, job distribution to job boards, mobile navigation, SEO support (requires separate services agreement)
Conversational Interview Scheduling: Multi-type interview automation (phone/in-person/virtual), calendar integrations, feedback collection, rescheduling automation
Hiring Team Experience: Requisition/offer/onboarding task management, job requisition status integrations, offer automation, volume limits

Conversational ATS¶

All Apply and Schedule capabilities plus: - Applicant Tracking System: Full job lifecycle management (creation/editing/distribution), candidate pipeline tracking, employment offers - Campus Events: Event planning/execution/tracking, registration forms, ROI measurement, mobile management, school databases - Conversational CRM: Lead sourcing, drip campaigns, career preference notifications, professional sourcing platform integration - Conversational Events: Virtual/in-person event management, event segments for high volume, native video interviewing, landing pages/QR codes/keywords, event dashboard

Workday Payroll¶

Cloud Connect for Third Party Payroll¶

Auditing (search changes, reconcile, error tracking); External Documents (upload/purge); Inputs to Payroll; Payroll Worker Data (changes, imports); Payslips import
Reporting and Analytics (import/analyze external payroll results); Streamlined Integrations (field-level change detection, new hire/termination notifications, merge output files, ad-hoc runs)

Core Payroll¶

Auditing: Configuration verification, audit exceptions, alerts
Configurable Calculations/Engine: Numeric/boolean/date calculations, pay component groups, accumulators, earnings/deductions
Configurable Framework: External data interactions, worker grouping, code mapping from prior payroll
Employee Mobility: International assignment (US/Canada inbound), multiple jobs, multi-jurisdiction workers
End Payroll Inputs for Terminated Workers; Inputs to Payroll (manual one-time/ongoing); Mid Period Changes (proration)
Net Pay Validation and Arrears: Minimum net pay, deduction priorities, arrears recoup
Pay Cycle Management: Payroll processing tasks, sequence/role assignments, result analysis/isolation/action
Payments; Payroll Compliance (statutory profiles, Payroll Compliance dashboard); Payroll Worker Data (load prior payments, mass pay group assignments)
Payslips (track payroll info, model hypothetical changes); Reporting and Analytics; Retroactive Changes; Streamlined/Automated Calculations; Year End

Global Payroll Connect¶

All Cloud Connect for Third Party Payroll capabilities plus: - Additional Payroll Data: Country-specific payroll data entry; payroll vendor data validation - Callback for External Payroll: Callback message on completed import from external payroll - Data Changes on Demand: REST API for field-level change retrieval; query by pay group or individual worker; structured JSON results - Event Outbound Notifications: Hire/termination notifications to third-party payroll systems - Inbound Notifications: Custom messages to Workday workers/organizations - Global Payroll Hub: Monitor/manage external payroll; processing status across pay groups/countries; variance analysis; vendor-supported actions

Payroll Accounting and Payslips¶

Accounting Flexibility: Account posting rules, forward accruals, costing to multiple companies, mid-period allocation splits, salary cap constraints
Commitments/Obligations/Budget Checking: Fiscal-year projection, budget checking, fringe benefits estimation, multi-year commitments (up to 5 years)
Grants: Manage grants within pay period; follow grant sponsor guidelines (requires Workday Grants Management)
Payments: Bank statement reconciliation, payment elections (currency, method, distribution), positive pay, international worker payment rules, secure bank detail updates
Payslips: Combined payslips for multiple jobs, dashboard, customizable layouts (advice slips, checks), PDF copy access on mobile, bulk schedule print

Payroll Agent¶

Payroll Data Insights (knowledge and data point Q&A); Identify Missing Data and Configuration (proactive issue resolution); Minimum Wage Analysis (US states/Canadian provinces)

Country-Specific Payroll¶

Australia: Casual employees; Income Withholding Orders; ABA file payments; STP regulatory reporting (RFBA); Superannuation (eligibility, SuperStream, MSCB); Taxes (regular, STSL, bonuses, upward variation)

Canada: Employee Mobility (multi-job taxation); Income Withholding Orders; Regulatory Reporting (federal/provincial/territorial); Statutory Holiday pay; Records of Employment (ROE) with Service Canada integration; Taxes (statutory deductions); Year End (T4, T4A)

France: DSN (monthly Déclaration Sociale Nominative, net-entreprises.fr integration, OETH, CDDU, NTT); Income Withholding Orders; Loans and Advances; SEPA payments; Payroll Processing (IJSS gross-up, termination allowances, French payroll events, transportation/commuting allowances); Reporting and Analytics (journal reports, salary taxes, clarified payslip model); Taxes (URSSAF, AGIRC-ARRCO, Pôle Emploi, PAS withholding from DGFIP, PERCO/PERECO)

Ireland: Company Relationships (Employer Registration Number); ISO20022 payments; Payroll Worker Data (employment identifiers, ERN, NAERSA/CSO details); Pension Auto-Enrolment (NAERSA); Regulatory Reporting (Revenue reconciliation, gender pay gap, EPS/FPS, MyFutureFund); Statutory Deductions (PAYE, LPT, PRSI, USC, MyFutureFund)

United Kingdom: Auditing (NI, period differences, HMRC RTI errors, apprenticeship levy); Company Relationships (same UK Employer Reference); Court Orders; Employee Mobility (UK Employer Reference transfers); Gender Pay Gap; ISO20022/BACS payments; Payroll Worker Data (company car, Payroll ID); Pension auto-enrolment; Regulatory Reporting (HMRC reconciliation, IR35, EPS/FPS, HMRC notifications); Statutory and Company Leave (adoption/maternity/paternity/parental bereavement/shared parental/sick pay); Statutory Holidays (holiday pay calculation); Student Loans; Taxes (Class 1 NI, Scotland/Wales regimes, tax code uplift); Year End (P45, P60)

United States: Company Relationships (merger/acquisition continuity, common pay agent/paymaster); Effort Certification (federally sponsored agreements); Employee Mobility (multi-jurisdiction allocation); FLSA (overtime pay, regular rate, overtime premiums, state-level rules); Income Withholding Orders (bankruptcy, garnishment, federal/state tax levy, student loans, wage assignment); Payments (earned wage access); Payroll Worker Data; Regulatory Reporting (periodic/quarterly tax filing); Taxes (federal/state/local rates and limits); Third-Party Sick Pay; Tips; Work Study; Year End (W-2, tax form self-service, tax filing service integration)

Workday Peakon Employee Voice¶

Peakon Administration¶

Access Control Groups (configure access groups for data visibility and feature access)
Survey administration, user management, tenant configuration

Peakon Analysis¶

Driver analysis, correlation analysis, benchmark comparisons, demographic breakdowns, custom segment analysis

Peakon Improve¶

Action recommendations, action planning, team action visibility, manager coaching content

Peakon Insights¶

AI-generated insights, intelligent alerts, narrative summaries, trend identification

Peakon Listening¶

Pulse surveys (configurable frequency, confidential); always-on feedback channels; lifecycle surveys; custom surveys; multi-language support

Workday Platform and Product Extensions¶

Bring Your Own Key¶

Customer-managed encryption keys for Workday data

Media Cloud¶

Secure media storage and delivery for Workday-hosted content

Messaging¶

Configurable messaging capabilities for Workday notifications and communications

Sana Core Platform¶

Core AI platform capabilities for Sana-powered Workday experiences

Sana Self-Service Agent¶

AI-powered self-service agent for employee and worker queries

Sana Enterprise Connectors and Tools¶

Connectors and tools for enterprise integrations with Sana

Workday Extend¶

Build custom applications on the Workday platform; extend Workday business processes; custom data objects and business processes

Workday HiredScore¶

HiredScore AI for Recruiting¶

Candidate Scoring and Prioritization: AI-based scoring of candidates against job requirements; prioritize pipeline based on fit
Bias Detection and Mitigation: Monitor for disparate impact; fairness-aware scoring; diversity insights
Talent Rediscovery: Surface previously considered candidates from existing talent pools
Recruiter Productivity Tools: Intelligent recommendations; automated screening assistance; workflow optimization
Analytics and Reporting: Funnel analytics, conversion rates, sourcing effectiveness, compliance reporting
Integration: Native Workday Recruiting integration; bidirectional data sync

HiredScore AI for Talent Mobility¶

Internal Candidate Scoring: AI-based scoring of internal employees for open roles
Skills Matching: Match employee skills and experience to job requirements
Career Path Recommendations: Suggest relevant internal opportunities to employees
Manager and HR Tools: Visibility into internal mobility pipeline; talent retention insights
Analytics: Internal mobility metrics, time-to-fill from internal sourcing, skills gap analysis

Workday Spend Management¶

Inventory¶

Inventory item setup and management; inventory tracking by location; reorder management; inventory valuation; integration with procurement and accounts payable

Procurement¶

Requisitions: Self-service requisitioning; configurable approval workflows; catalog and non-catalog items
Purchase Orders: PO creation/management; change orders; receipt matching (2-way, 3-way)
Supplier Management: Supplier registration, qualification, segmentation
Contracts: Supplier contracts with pricing, terms, renewal notifications
Procurement Analytics: Spend analysis; contract compliance; supplier performance reporting
Guided Buying: Guided purchasing experience; preferred supplier promotion; budget checking

Strategic Sourcing¶

Events: RFx creation (RFI, RFP, RFQ); multi-round sourcing events; award management
Supplier Collaboration: Supplier portal for event participation; bid management; Q&A
Contract Creation: Auto-generate contracts from awarded sourcing events
Savings Tracking: Capture and report on sourcing savings

Supplier Portal¶

Self-service supplier registration and profile management
Invoice submission and status tracking; PO acknowledgement
Document exchange and compliance management

Workday Student¶

Academic Foundation¶

Academic unit and curriculum management; course catalog; academic calendar; room/facility scheduling; prerequisite/co-requisite configuration

Admission¶

Application management; decision processing; admission checklists; waitlist management; deposit tracking; matriculation

Advising¶

Student advising plans; academic progress tracking; degree audit; advising appointment management; academic alerts

Campus Engagement¶

Student activities and organizations; event management; co-curricular transcript; student government integration

Financial Aid¶

Aid packaging and awarding; federal/state/institutional aid types; satisfactory academic progress (SAP) tracking; R2T4 processing; verification; aid disbursement

Student Core¶

Student record management; enrollment management; registration; academic standing; transfer credit evaluation; student profile

Student Finance¶

Tuition and fee calculation; student billing and statements; payment plan management; refund processing; third-party billing; 1098-T generation

Student Records¶

Grade entry and management; transcript generation; degree conferral; enrollment verification; academic history

Student Recruiting¶

Prospect/inquiry management; campus visit management; communication plans; recruitment event management

Workday Talent Management¶

Candidate Engagement¶

Candidate Relationship Management (CRM): Pipeline management, candidate nurturing, talent community, multi-channel engagement campaigns

Cloud Connect for Learning¶

Third-party learning management system (LMS) connectors; completion data sync; content library integration

Growth and Mobility¶

Career Hub: Personalized career recommendations; skill-based job matching; career path visualization
Opportunity Marketplace: Internal gig/project opportunities; mentoring opportunities; stretch assignments
Skills Cloud: ML-based skills inference; skills taxonomy; skills gap analysis

Learning¶

Content Creation: Workday-native course builder; blended learning paths; video/document support
Delivery: Instructor-led training (ILT), virtual ILT, eLearning, learning campaigns
Administration: Enrollment management, completion tracking, certification management, compliance learning
Reporting: Learning transcript, team learning status, completion rates, compliance reporting

Learning for Extended Enterprise¶

External learner management; external enrollment; payment/e-commerce for external learners; branded learning portal

Sana Learn¶

AI-Powered Learning: Generative AI for content creation and personalization; AI tutor; adaptive learning paths
Content: AI-generated courses, quizzes, and summaries from existing documents
Collaboration: Social learning features; peer learning; discussion boards
Analytics: Learning effectiveness metrics; engagement analytics; knowledge retention tracking

Talent Acquisition¶

Requisition Management: Job requisition creation/approval/management; position management integration; compensation proposal
Sourcing: Job board distribution; employee referrals; agency management; sourcing analytics
Candidate Management: Application review; interview scheduling; offer management; background check integration
Offer Management: Offer letter generation; electronic signature; offer negotiation workflow
Recruiting Analytics: Pipeline metrics, source effectiveness, time-to-hire, diversity reporting
Candidate Experience: Career site integration; candidate portal; communication automation

Workday VNDLY¶

Extended Workforce Management¶

Worker Sourcing: Staffing supplier management; worker request/requisition creation; supplier bid management; worker selection
Onboarding: Worker onboarding checklist; document collection; system access provisioning
Time and Expense: Timesheet submission/approval; expense submission; integration with AP for payment
Compliance: Worker classification; I-9 for contract workers; insurance certificate tracking; background check management
Reporting and Analytics: Spend analytics; worker utilization; supplier performance; headcount reporting

Statement of Work (SOW)¶

SOW Creation and Management: Milestone/deliverable-based SOW creation; rate card management; change order workflow
Project Tracking: Deliverable tracking; milestone approval; budget vs actuals
Invoicing: SOW-based invoice generation; payment terms management; AP integration
Reporting: SOW spend analytics; project profitability; vendor performance

Worker Profile Management¶

Consolidated external worker profiles; skills and experience tracking; performance and rating history; worker communication tools

Workday Workforce Management¶

Absence¶

Leave Management: Leave plan configuration; leave of absence request/approval workflow; FMLA tracking; paid/unpaid leave types; accrual calculations
Time Off: Time off plan setup; accrual rules; carryover limits; payout rules; holiday calendars
Compliance: Country-specific leave regulations; statutory leave types; leave certification tracking

Labor Optimization¶

Demand Forecasting: Volume-based and historical demand forecasting for scheduling
Labor Budgeting: Labor cost budgeting; budget vs actuals reporting
Staffing Optimization: Optimal schedule generation based on demand, availability, and skills; coverage gap analysis

Project Tracking (Workforce Management)¶

Track worker time against projects; project hierarchies; resource plans

Scheduling¶

Schedule Creation: Manager-created schedules; shift templates; pattern-based scheduling; automated schedule generation
Worker Self-Service: Shift swaps; open shift claims; schedule preferences; shift offers
Compliance: Scheduling rules (minimum rest, maximum hours, overtime); scheduling agreement compliance
Communication: Schedule distribution; push notifications; schedule change alerts

Time Tracking¶

Time Entry: Multiple time entry methods (clock in/out, timesheet, mobile); elapsed and in/out time tracking
Manager Tools: Timesheet approval workflow; mass approval; schedule comparison; overtime alerts; team time dashboard
Calculations: Automatic overtime calculations; shift differentials; multiple pay rate support; retroactive adjustments
Integration: Payroll integration; project tracking integration; absence integration
Compliance: Audit trails; rule-based time calculations; configurable period definitions

Time Tracking Hub¶

Centralized view for supervisors of team time activity; exception management; time entry status monitoring; compliance alert management; real-time attendance visibility