Workday® 2023 R2 is here!
We’re proud to present our top highlights for the Workday 2023 R2 release!
Have questions? Don’t hesitate to reach out. The Commit team is available to answer your R2 questions.
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Financials
Ad Hoc Bank Transaction Security
New Domains Associated with Ad Hoc Bank Transactions
Availability: Set Up Required
Level of Effort
Why this is important: By utilizing these new domains, customers can set up granular access to tasks/reports associated with ad hoc bank transactions.
New Security Domains
Custom Depreciation Rate Schedules
New Tasks and Reports for Depreciation Rate Schedules
Availability: Set Up Required
Level of Effort
Why this is important: For business assets that have unique depreciation requirements, customers can utilize rate schedules to define their depreciation schedules.
Record Revaluation Journals
Sourcing Book Code(s) and Target Book Code for Revaluation
Availability: Automatically Available
Why this is important: For customers with multiple target reporting books, customers are able to use different rules for revaluation.
Strategic Sourcing Domain Name Change
Name Change from ScountRFP to WorkdaySpend
Availability: Automatically Available
Availability: Set Up Required
Level of Effort
Why this is important: Customers will need to review allowlists, email servers, firewalls, etc. to make sure their strategic sourcing process does not get influenced by the domain name change.
HCM
Notification Designer
Templates for Business Processes
Availability: Set Up Required
Level of Effort
Why this is important: This provides the option to enable consistent email branding across all custom business process notifications. Previously this functionality was only available on the Hire, Onboarding, and Change Job BPs.
HR Partner Hub
One stop shop for workforce movement needs
Availability: Set Up Required
Level of Effort
Why this is important: The HR Partner Hub is a one stop shop for everything workforce movement. Having reports, dashboards, and access to events in one place will allow HR Partners to work more efficiently in maintaining the organizations they manage.
Change Job Improvements
Users can drag & drop attachments during the job change process
Availability: Automatically Available
Why this is important: This update will provide more consistency in user experience where users are more accustomed to attaching documents at the bottom of most business processes. This feature is automatically available if you have users configured on the Staffing Actions: Attachments domain.
Configurable Change Job Defaulting
Apply default values on the job change process in real time as changes are made
Availability: Set Up Required
Level of Effort
Why this is important: If there are hard and fast rules that your company adheres to for job changes, this will be a great enhancement to consider. When applied correctly, rules can be configured to evaluate proposed changes during the job change process that can then default subsequent fields. This will reduce manual entry as well as reduce entry errors during the job change process.
Change Job Templates New User Experience
New user interface when initiating via “Start Job Change”
Availability: Set Up Required
Level of Effort
Why this is important: The job change process continues to be one of WD’s primary focus areas of enhancement. With this update and the utilization of job change templates, the job change process has flexibility to become much more intuitive and less prone to data entry errors or information overload. This enhancement, specifically, makes starting a job change much simpler with a newer layout and experience.
Field Level Configuration for Change Job Templates
Hide specific fields for Administrative & Location Details sections
Availability: Set Up Required
Level of Effort
Why this is important: The job change process continues to become a simpler and more intuitive experience for end-users. This enhancement furthers capabilities to hide individual fields in sections that previously did not have options.
Search Job Change Templates
Use global search to Start Job Changes with job change templates
Availability: Automatically Available
Why this is important: This new feature will make it easier to search and find change job tasks in the global search. You will now also be able to just search for a job change template on mobile and initiate job changes by template.
Header
Launch Change Job Templates From Dashboards
Add Job Change Templates to dashboards
Availability: Set Up Required
Level of Effort
Why this is important: Making job changes more easily available and more intuitive has been a huge focus for WD with the past few releases as well as this release. Not only can you now execute the Start Job Change process directly off cards on the worker profile, you can execute via the search bar, and with this release, you can start the process directly from dashboards.
Absence
Sell Time Off
Allow workers to sell their time off within defined configuration rules
Availability: Set Up Required
Level of Effort
Why this is important: Formalize the process of selling time off based on your company’s specific criteria.
Time Tracking
Prevent Check-In Before Scheduled Time
Avoid erroneous time entry & reduce liability
Availability: Set Up Required
Level of Effort
Why this is important: This is a particularly useful feature for customers with significant hourly/shift populations that have issues with clocking-in patterns. This will prevent any falsified or unwanted time entries for checking in, which can reduce timecard fraud, liability risks, and overall labor costs.
This update allows us to define thresholds that prevent early check-ins
Customers can use Workday Scheduling in tandem with Multiple Jobs to restrict check-ins to specific positions
Attendance Management
Create attendance alerts & encourage timely check-ins
Availability: Set Up Required
Level of Effort
Why this is important: This will help employers to track if workers are habitually checking in late for their shifts. Customers can then utilize a convenient points system to give clarity to auditors on departments/organizations that are points of concern with attendance & timeliness. This should prove to be helpful for tracking workforce & giving managers the tools needed to help augment their teams’ performance.
Building off the Time Attendance feature, Workday introduces a points system to track working patterns for workers checking in
To accomplish this tracking, Workday is delivering a few new reports:
Benefits
Custom Enrollment Validations
Configure custom warnings & errors during enrollment events
Availability: Set Up Required
Level of Effort
Why this is important: This is a long-awaited feature!
While many business processes in Workday have validation functionality, the benefits enrollment process in general lacked this, meaning that trying to build custom conditions to stop/warn users was never possible. Many workarounds had to be taken as a result. This feature should finally deliver functionality to enforce common benefit enrollment rules that are in place in many organizations’ policies.
Dependent Verification
Managing Dependent Documents & Status
Availability: Set Up Required
Level of Effort
Why this is important: Workday releases functionality to assist Benefit Administrators in verifying dependent status. This allows administrators to track verification status, utilize these new fields in condition and eligibility rules, and report on verification status.
Benefits Partner Enrollment & Hub Communication
External Benefit Partners Hub Card Management
Availability: Set Up Required
Level of Effort
Why this is important: External Benefits Partners, such as a carrier or insurance broker, have the ability to import content that is displayed in cards within the Benefits & Pay Hub, Benefit Plan Selection, My Tasks and/or Election Confirmations. This will help benefit administrators deliver critical benefit information to workers for enrollment events, campaigns or other important information.
Payroll
Mobile Payment Elections
Expanding access to the existing payment election task
Availability: Automatically Available
Why this is important: With this enhancement, Workday enables employees to enter and edit payment election details from their mobile devices for both new hires and workers with pre-existing payment elections
First-Time Setup / Onboarding Workers
Updates for Workers with Pre-Existing Payment Elections
Read our related article: How to Update Workday Payment Elections
Compensation
Generate Document for Compensation
Include generated documents in compensation business processes
Availability: Automatically Available
Availability: Set Up Required
Level of Effort
Why this is important: With this update, you can include a generated document as part of most compensation processes. You can now include compensation change letters and promotion letters as part of compensation change events.
Reporting
Composite Report Freeze First Column
Ability to freeze first column in composite reports
Availability: Automatically Available
Why this is important: As a result of a highly upvoted Brainstorm, report writers can now enable freezing the first column in composite reports. This new feature eliminates the need for creating multiple copies of the same report or exporting to excel to preserve visibility of the first column.
Composite Report User Interface
New Rows and Prompts Tabs
Availability: Automatically Available
Why this is important: Past UI required report writers to individually edit each row or prompt section which made creating composite reports a time-consuming endeavor. The new rows and prompts tabs and ability to make bulk edits enable faster turn-around times for configuration and maintenance.
Scheduled Report Prompt Defaults
Increased control over prompt values within scheduled reports
Availability: Automatically Available
Why this is important: Scheduling Reports is a helpful tool for sharing information, but is viewed as a bit of a “loophole” with regards to report field security. With this new option to populate default prompt values, we gain more control over the scheduled reports output without having to change the report definition.
Talent & Performance
Manager Insights Hub
To support their team’s career growth and development
Availability: Set Up Required
Level of Effort
Why this is important: The new Manager Insights Hub empowers Managers with a robust landing page to stay up to date on the career and development of their direct reports. This hub plugs into Workday’s Machine Learning backbone to provide personalized opportunity suggestions intended to improve talent development, internal mobility, and overall engagement.
Goals User Experience Redesign
Aesthetic updates to increase clarity & ease of use
Availability: Automatically Available
Why this is important: The Goals UI has gotten a highly-sought-after revamp, making the experience more intuitive. This update aims to reduce clicks & scrolling for end-users, while also injecting clarity into the specific actions (create, edit, view, archive, delete) that can be taken on any goal.
Old User Interface Example
New User Interface Example
Optional Fields for Goals
Hide or Require Optional Fields for Goals
Availability: Set Up Required
Level of Effort
Why this is important: Goals are now leveraging the “configure optional fields” functionality that we see in other tenant areas. We continue to be able to hide/ show different goal sections but are now able to require goal sections that will be denoted with an asterisk. This will improve end-user experience as we no longer need to rely on validation rules.
Old Goal Setup Interface
New Goal Setup Interface
Recruiting
Email Attachments in Candidate Communications
Recruiters can now add attachments to the “send message” functionality
Availability: Automatically Available
Why this is important: Recruiters will no longer have to send ad-hoc attachments to candidates outside of the system, allowing for easier tracking.
Automatically Decline Candidates on Close of Job Requisition
Workday allows you to decline candidates automatically during the Close Job Requisition BP
Availability: Set Up Required
Level of Effort
Why this is important: Prior to this update, when a user closed a job requisition with active candidates, they would need to manually disposition the candidates, causing extra work.
Update Talent Profile from Internal Job Application
Following an internal application, Workers can replace their Talent Card information with information provided during the application
Availability: Automatically Available
Why this is important: This update will improve efficiency and promote Talent Card adoption for internal employees.
Learning
Google Calendar Integration for Learning
Automatically send calendar invites for instructor led training
Availability: Set Up Required
Level of Effort
Why this is important: Simplify the learner experience by automatically sending Google Calendar event invites when enrolled in instructor led training. The integration ensures that the most recent offering information is reflected in the meeting details.
Waive Learning Assignments
Waive Assignments via Web Service
Availability: Set Up Required
Level of Effort
Why this is important: The Waive Learning Assignment BPs and associated web services will make it much easier to waive & manage large volumes of learning assignments. The web service will optimize the waiving process and approval steps can be added to the BP.
Enroll in Content Pop-Up Modal
Workday now consolidates the Review & Confirmation screens
Availability: Automatically Available
Why this is important: This feature is a major enhancement to the learner experience by making the course enrollment process way more intuitive.
Drop Learning Enrollment Pop-Up Modal
Workday now consolidates the drop enrollment pop-up screens
Availability: Automatically Available
Why this is important: This feature is a major enhancement for the learner experience by making it more straightforward to drop learning enrollments.
Integrations
E-Verify Integration Enhancements
E-Verify has become less manual and easier to report on
Availability: Set Up Required
Level of Effort
Why this is important: With this update it will no longer be required to manually send E-Verify Account IDs or manually enter E-Verify URLs, increasing administrative ease and reducing the burden of updating and interacting with E-Verify.
Skill Level on Job Profiles
Skill Level Field on Web Services
Availability: Automatically Available
Why this is important: Workday continues to expand upon its existing Skills cloud functionality and bulk placement of skills on job profiles by now enabling skill level placement via EIB. This functionality builds upon the recent mass action enhancement for placing skills on job profiles.
Export High-Volume Journal Lines
Financial Journal Lines Outbound Connector
Availability: Set Up Required
Level of Effort
Why this is important: Workday continues to improve how you export high volumes of journal lines with the Financial Journal Lines Outbound Connector. Workday now provides new launch criteria and configuration options on the Aggregation and Summarization Service integration template service, ensuring better summarization of journal line data.
Cloud Connect for Third Party Payroll
Payroll Interface Enhancement
Availability: Automatically Available
Why this is important: Workday improves upon existing Payroll functionality for PECI Integration , WECI and External Payroll Documents.
