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Administrator Guide
Last Updated: 2024-11-01
Setup Considerations: Personal Information by Country

Setup Considerations: Personal Information by Country

You can use this topic to help make decisions when planning your configuration and use of personal information by country. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

You can concurrently maintain, view, and report on multiple sets of personal information for a worker that are specific to a country when:
  • A person has an international transfer and their active position moves to another country.
  • A person has an international assignment and has 2 active positions, 1 in their home country and 1 in their host country.
  • A person has additional jobs in multiple countries.
In addition, you can maintain, view, and report on country-based personal information for a person who was considered for a position as a pre-hire.

Business Benefits

  • You can more easily manage personal information for countries in which a person currently has or had a position and for countries where you'd like to track data outside of positions.
  • You can provide an enhanced user experience by not limiting the country-specific data that you can track for a person. This promotes collaboration and fosters a safe and inclusive work environment.

Use Cases

  • You can accurately calculate pay for a person based on their country-specific information.
  • You can configure payroll templates with country-specific fields for third-party payroll providers.

Questions to Consider

Question
Considerations
What types of workers might need additional personal information?
For a person with 1 active position who transfers to another country, you can retain the existing country-based personal information of their former location. You can also collect personal information in the country of their active position.
For a person on international assignment with 2 active positions, a home (primary) position and a host position, you can add personal information specific to the host country. You can also maintain and continue to report on personal information specific to the home position country.
Who will be able to view different sets of personal information?
You can use role-based security and segmented security to limit access to personal information. When setting up security, consider:
  • Personal information is associated with a country. Role-based users can access personal information associated with the country of the position or positions they can access.
  • When a role-based user has access to a person that isn’t based on position, such as a student, the user's access to personal information isn't restricted by country.
  • An unconstrained user with access to personal information can access personal information for any country.
  • You can create country-segment security groups to restrict access based on country for unconstrained users.
  • Self-service users only see the personal information associated with the country of their current and future positions. You can enable a security policy to grant self-service users access to all country-specific sets of personal information that exist for them.
What personal information do you want to collect?
Some types of personal information are only applicable to certain countries. For other types of personal information, different countries have varying policies on tracking the information. Workday enables you to specify which countries track these types of personal information.

Recommendations

When setting up security, consider if you want to restrict or grant access to multiple sets of personal information that is automatically available in your tenant.

Requirements

No impact.

Limitations

No impact.

Tenant Setup

No impact.

Security

The
Set Up: Personal Information Country Security Segments
domain in the System functional area enables you to restrict access to personal information based on the country associated with the personal information.

Business Processes

The
Change Personal Information
business process has a new initiating action,
Edit Personal Information by Country
. It enables unconstrained or segment-based users to add personal information for a country where the worker never worked or was never considered for a position.

Reporting

Users can see all their personal information in the countries in which they have an active or future position in the
View My Personal Information by Country
report. The
All Personal Information for Country
report field returns personal information for each country in which a person has personal information. It includes numerous individual report fields that you can use in condition rules and custom reports. The
Personal Information for Country
field prompts the user for country and returns personal information specific to that country.

Integrations

New versions of the
GET Change Personal Information
and
PUT Change Personal Information
web services support multiple sets of personal information by country.
Workday converted all tenants to support personal information by country so you don't need to modify your integrations to use this feature.

Connections and Touchpoints

Feature
Considerations
Payroll
You can use Workday to manage payroll for:
  • Canada
  • France
  • United Kingdom
  • United States
Tenant Setup - Payroll
You can enable different countries for Workday Payroll and configure many tenant-wide payroll options.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.