Example: Define Essential Workers with Custom Objects
This example illustrates how to configure custom objects on a worker profile to designate workers as essential service providers.
You want to run reports to identify essential workers so you can plan workforce deployment. You create a custom business object on a worker profile to define which workers are essential.
Security: these domains in the System functional area:
- Custom Object Management
- Security Configuration
- Access theCreate Custom Objecttask.Create a single-instance custom object on effective-dated worker objects.
- Enter these values:FieldValueWorkday Object:WorkerCustom Object Name:Essential Service Worker
- ClickOK.
- On theGeneral Settingssection, edit theAllow Multiple Instances per Object?field toNo.
- ClickNext.
- On theField Definitionssection, clickAddto add each of theseProposed New Fields:Field LabelField TypeRef IDTextReasonTextCommentTextPermanently EssentialBooleanStart DateDateEnd DateDateUpdated ByTextUpdated OnDateSecondary ReasonText
- ClickNext.
- On thePermissionssection, select theCustom Object Managementsecurity domain to secure your new custom business object. See Concept: Security for Custom Objects for more information.
- ClickNextthenOK.
- On theActivate Custom Objectpage, configure these fields:
Option Description Display ValuePermanently EssentialReference IDRef ID - ClickOKandDone.
- Edit Domain Security Policies.
- On the domain security policy that secures the new business object, add relevant security groups with:
- View permissions to enable them to view whether workers are categorized as essential. Workday recommends that you include Manager, HR Partner, and Employee as Self security groups.
- Modify permissions to enable them to define whether workers are essential.
- Activate Pending Security Policy Changes.
- On theEdit Worker Additional Data Eventbusiness process, add a new step to the business process,Edit Additional Data, for the custom object.
- View workers’ essential/non-essential statuses in their Worker Profiles.
You can:
- Create custom reports and dashboards to filter for essential workers. See Create Custom Reports.
- Create a dynamic document that workers can generate in situations where they need to prove their essential worker status. See Steps: Manage Reference Letters .
- Access the:
- Custom Object Definitionsreport to view details about your custom object.
- Edit Custom Objectreport to edit your custom object and its labels.