Who is considered a Manager in Workday?
Anyone who has employees reporting to them will have the Workday role of "Manager" , which grants a certain level of access. Managers can delegate tasks (such as approve time) to assistants or other staff.
What can Managers view and do in the system?
Manager Self Service provides supervisors with job, position, and compensation information for their direct reports, including access to numerous built-in reports to support HR related analytics and decisions. Managers will not be able to view particular employee data such as direct deposit information or benefits enrollment, pension nor retirement information.
Workday empower managers by allowing them to directly do common things they need to do leading others.
Examples include:
- Approve timesheets
- Absence request management
- Kick off recruiting an open position
- Onboard new hires
- Initiate changes in direct reports jobs
Day 1 Focus For Managers
- Prioritize Inbox approvals and To-Dos
- Approve Timesheets
- Approve Absence Requests
- Approve Expense Reports
- Create/Approve Requisitions
Three Essential Core Concepts in Workday:
- Supervisory Organization
- Security Roles
- Business Process
Supervisory Organization:
This is the foundational structure that groups workers into a management hierarchy.
Cost Centers are Organizations that tracks financial activities. Cost Centers are organized into hierarchies for reporting and organizational purposes. The separation between employee managers and cost center managers allow the institution flexibility on managing employees and finances.
The foundational organization structure in Workday:
- Define who reports to whom – groups employees into a management hierarchy
- Employees are hired into supervisory organizations
- Drive business process routing (initiation and approval)
- Organizational roles have responsibilities within them
Security Roles:
Determine what you can see and do in Workday. Security roles are:
- A collection of permissions in Workday
- Assigned to sup orgs, and cost centers
- A person can have more than one role
- Multiple people can hold the same role (even within the same supervisory organization)
- In Workday, Manager is a Security Role
Business Processes:
Define the specific steps needed to complete a process.
- Set of steps that people initiate, act upon, and complete
- Only users with an appropriate role can initiate a process
- Once initiated, processes route to the appropriate role for action