Workday Guides for HR, Payroll and HRIS Teams
This hub gathers our Workday guides for HR directors, payroll managers and HRIS administrators. It covers evaluating and implementing Workday, everyday navigation, business process configuration, payroll and time tracking setup, and integrations with other systems, so you can find a clear starting point for the Workday task in front of you.
Evaluating and Implementing Workday
Read these first if you are deciding whether Workday fits your organization or planning a rollout.
- Is Workday HCM or HRIS? Understanding the Suite: how Workday's modules map to the HCM and HRIS categories.
- ADP vs Workday: Which HR System Is Best for Retail Businesses?: how the two platforms compare for retail employers.
- Navigating the Challenges of Workday Implementation: common implementation hurdles and how to plan around them.
Navigating Workday Day to Day
These guides help employees and administrators find their way around the Workday interface.
- How to Log In and Sign In to Workday HCM: the basic steps for accessing Workday HCM.
- How to Navigate the Workday Interface and Find Specific Features: finding menus, tasks and features in Workday.
- How to Search in Workday: A Complete Guide: using search to find requisitions, reports, people and tasks.
- A Complete Guide to Maintaining Quicklinks in Workday: setting up quicklinks for faster navigation.
Configuration and Business Processes
Use these step by step guides when you need to tailor Workday business processes, rules and reporting.
- How to Configure and Customize Workday for Your Organization: the main ways to adapt Workday to specific needs.
- How to Configure Worklets in Workday Core HCM: a step by step guide to setting up worklets.
- How to Create and Configure Condition Rules in Workday: using condition rules to build better workflows.
- How to Maintain Step Conditions and Configure Validation Messages in Workday: controlling business process steps and validations.
- Creating and Managing Period Schedules in Workday: a beginner's guide to period schedules.
- Creating and Managing Documents in Workday Core HCM: best practices for document management in Workday.
- How to Customize Workday for Country-Specific Notice Periods: keeping notice periods compliant across countries.
- Creating and Editing Notice Period Eligibility Rules in Workday: building the eligibility rules behind notice periods.
- How to Track Field Level Changes in Workday Using RaaS and Worker BO Reports: auditing field changes with Workday reporting.
- How to Build a Workday Reporting Governance Strategy: keeping Workday reports consistent and controlled.
Payroll, Time Tracking and Time Clocks
These articles cover Workday Payroll setup, time entry and the time clock options that feed it.
- How to Automate Payroll Processing in Workday with Pay Group Rules: using pay group rules to reduce manual payroll work.
- How to Change Shift Premium Amounts in Workday: updating shift premium values.
- How to Create a Custom Organization in Workday for an External Payroll Company: setting up an external payroll provider organization.
- How to Track Time on Workday HCM: a guide to time tracking inside Workday HCM.
- Approving Time Entries via the Workday API: common challenges and fixes when approving time through the API.
- Does Workday Track Employee Location During Check-In and Check-Out?: what admins should know about location data at check-in.
- A Smarter Time Clock Choice for Workday Time Tracking and Payroll: what to look for in a time clock that feeds Workday.
- Addressing Overtime Compliance for Hourly Workers in Workday: using a time clock to help manage overtime compliance for Workday customers.
Integrations, Onboarding and Self-Service
Read these when connecting Workday to other systems or extending it to frontline employees.
- Integrating Workday With Other Systems: an overview of enterprise connectivity options for Workday.
- How to Integrate UKG Pro WFM with Workday Payroll: connecting UKG timekeeping to Workday Payroll.
- How Time Data from UKG Pro Syncs to Workday Payroll: how earnings and deductions move between the systems.
- Workday HCM Self-Service Using an iPad Tablet Kiosk: giving employees self-service access through a shared kiosk.
- Why Workday New Hire Onboarding Breaks Down for Frontline Employees: where frontline onboarding fails and what helps.
Frequently Asked Questions
Is Workday an HRIS or an HCM system?
Workday is usually described as a cloud HCM suite. It includes core HRIS functions such as employee records and organization management, and adds talent, recruiting, payroll, time tracking, learning and analytics. Because it covers more than record keeping, HCM is the more accurate label, although many organizations still refer to Workday as their HRIS.
What is a business process in Workday?
A business process is a configurable workflow for a transaction such as hiring, a job change or a time off request. Administrators define its steps, approvals, notifications and condition rules. Changes to business processes affect how work moves through the organization, so most teams test them in a sandbox tenant before moving them to production.
Does Workday Payroll work in every country?
No. Workday offers its own payroll for a limited set of countries, including the United States, Canada, the United Kingdom and France. For other countries, organizations typically use Workday Cloud Connect for third party payroll or a partner payroll provider. Check Workday's current coverage list before planning a global payroll design.
How do other systems integrate with Workday?
Workday supports integrations through web services (SOAP and REST APIs), Reports as a Service (RaaS), Enterprise Interface Builder, Workday Studio and packaged connectors. The right method depends on data volume, direction and frequency. Time clocks, benefits carriers and third party payroll providers are among the most common systems connected to Workday.
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