An organization type that groups workers and the rules controlling pay calculations. Each worker receiving pay through Workday payroll must be a member of one, and only one, pay group.
Pay Run Group
A group of one or more pay group/run category combinations that share the same period schedule. In the Run Pay Calculation task, users can start a payroll processing run for multiple pay groups as a single action when they are part of the same pay run group.
The classification of a payment; for example, supplier payments, expense payments, and payroll payments.
Allows workers to designate how they want to receive payroll and expense payments. For electronic payments, the worker can set up one or more bank accounts. The payment election specifies the currency, pay types (such as check or direct deposit), and payment allocation amounts for each worker bank account. Workers can set up payment elections for payroll (or payroll interface) and expense payments.
Created as the result of a settlement run. Payments are grouped by payment category (supplier, expense, payroll, ad hoc supplier), bank, bank account, payment type (check, EFT), maximum payments in file, and integration software. Payments are also grouped by Institute, currency, and country.
A valid form of payment users use to pay invoices, payment elections, and other payments. Payment types are user configured, and each payment type is mapped to a payment method, whose values are delivered by Workday. For example, a credit card payment method could be mapped to the payment types such as Visa, Mastercard, and American Express.
PEB Report (Project Expense and Budget Report)
The PEB is a report that allows you to view sponsored financial data for resident instruction. The PEB enables you to track grant spending, find the balance of a sponsored project, and much more. This information can be viewed rolled up at the fund level, or broken down at the project level.
An annual budget for planned compensation for a position. Spend and projected spend for the position can be tracked against the budget.
Referred to as commitments in Workday, pre-encumbrance is a tool used to reflect future charges in the accounting system prior to an actual expenditure in attempt to prevent overspending. Pre-encumbrance is an amount for which there is no legal obligation to spend in the future.
Predefined security Group
Workers are assigned to the predefined security groups through a business process. These groups cannot be changed except by reversing the business process or executing a new business process, such as applying for a position, or being hired. Examples include: Employee, Contingent Worker, and Applicant.
Optional live or zero-dollar entries that are sent through the Automated Clearing House (ACH) to a financial institution to verify account and related information before sending or receiving actual direct deposits. If the prenote amount is not zero, cash is transferred to the account.
Primary Business Object
When defining a report, the primary business object is the business object returned by the data source.
An Other Worktag that identifies activities and initiatives that do not have a designated start and end date.
Driver Worktag that identifies an accumulation of costs for a specific purpose or activity. It is used for traditional projects with a scope of work and a defined start and end date.
A Report Writer report can be defined so that it prompts the user for filtering criteria when they run the report. Report prompts can also be "built in" to a data source.
Public Requisition Template
These templates are specific to a Institute and can be used by all authorized workers. Only buyers and service coordinators can create or edit public templates. To provision new workers automatically, a template must be public.
Once a requisition is approved, a purchase order is sent to the supplier.
Put is an integration action that adds or changes Workday data. It is a permission that can be granted in a domain security policy.