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Administrator Guide
Last Updated: 2026-07-24
Reference: Edit Tenant Setup - HCM

Reference: Edit Tenant Setup - HCM

ID Sequence Generators

Select the formats you want Workday to use when it creates unique ID codes.
Option
Description
More Information
Default Custom IDs for...
Sets custom ID types to use in addition to the Workday ID or the
ID Definition
.
ID Definition for...
Sets an ID definition to use instead of the Workday-generated ID code. If this field is blank, Workday generates an ID code for this object. The format of the ID definition displays the last ID generated.
You can also create your own definitions with the
Create ID Definition
 task, specifying a combination of text, sequence numbers, and dates. When you use the [seq] variable, the ID definition becomes a sequence generator that identifies each person, position, or incident with a unique number.
Include ID in Candidate Name
Displays the candidate's ID with their candidate name.
ID Definition for Employee Contract ID
Sets an ID definition to use to generate a contract ID for new contracts. Only applies when you activate the
Employee Contract: Generate Contract ID for each New Employment
 localized field on the
Maintain Localization Settings
 task.
Do Not Display Position ID
Hides sequence-generated IDs from position display titles.
Reuse Worker ID
Enables you to:
  • Reuse an employee ID if available when you convert an employee to a contingent worker.
  • Reuse a contingent worker ID if available when you convert a contingent worker to an employee.
Reuse Former Worker ID
Enables you to reuse a former worker ID as the employee ID or contingent worker ID when rehired.
Reuse Worker ID for Academic Affiliate ID
Enables you to reuse a worker ID as the affiliate ID when you add an affiliate status to a terminated or retired employee.
Reuse Academic Affiliate ID for Worker ID
Enables you to reuse an affiliate ID as a worker ID when hired.
Reuse Student ID for Worker ID
Enables you to reuse student IDs for worker IDs when you hire students as workers.
Include ID in Person Name
Displays either the person's employee ID, contingent worker ID, or universal ID in their name. The universal ID applies to:
  • Contingent workers
  • Employees
  • Pre-hires
Ensure that you create ID definitions for these IDs to display. If you don't, empty parentheses display beside the person's name.

Staffing

Option
Description
More Information
Service Length Type
The method to use when calculating length of service.
Position Setup Options
Multiple Jobs
:
  • Workday recommends that you select
    Multiple Jobs
     for your international assignments and additional jobs to be recognized by other features and reports.
Work Hours Profile
:
  • For hourly workers with nontypical weekly hours, enables Workday to equate their work week to the location standard week for accruals and to annualize compensation. This option requires you to assign a
    Work Hours Profile
     to every worker.
Change Job Default Headcount Option
Specifies whether to backfill, move, or close headcount when the
Change Job
 business process moves workers between position management organizations. If blank, the default option is to backfill the headcount. You can override this setting on
Change Job
 tasks. Your selection does not affect the
Change Job
 web service, and you have to declare your preference in the web service. Otherwise, we backfill the headcount by default.
When you hire a worker to fill a job requisition, the default option is to close or backfill the headcount. You can change the default option on the
Revise Change Job
 step. If you change the option to
Move this headcount to the new manager
, the worker retains the original position with the position restriction from the job requisition. The proposed job requisition remains unfilled.
Change Job Use Default Organizations for Job Management
Applies when you use the
Change Job
 business process to move a worker between job management organizations.
When checked, Workday:
  • Moves the worker into a new job.
  • Applies hiring restrictions to the new job.
  • Removes the worker's role assignments.
  • Populates organization assignments from the job requisition. When there’s no job requisition selected, Workday populates the organization assignments from the proposed supervisory organization.
  • Creates a new position ID for the inbound position.
When unchecked, Workday:
  • Moves the job with the worker.
  • Doesn't apply hiring restrictions.
  • Keeps the same organization and role assignments.
  • Keeps the same position ID.
When checked, you can automatically reassign roles by configuring the
Copy Role Assignments
 service step on the
Change Job
 business process definition of the receiving organization. The service step must be after the
Complete
 step of the business process definition, and can only reassign roles assigned before the effective date of the job change. This service step isn't for use with:
  • Future-dated role assignments.
  • Position Management organizations.
  • Workers with multiple jobs.
Change Job Default for Move Team with Manager
Automatically populates
Yes
 for the
This person is a manager. Do you want to move their teams with them?
 field. If you don’t select this check box, the
Change Job
 task automatically populates
No
.
Union Custom Organization Type
Selects a custom union organization. To implement unions, use the union-specific functionality rather than custom organizations.
Management Level Hierarchy
Specifies which management level hierarchy to use. You can create new hierarchies with the
Create Management Level Hierarchy
 task.
Workday uses the hierarchy you select for Career Hub filtering if you choose to override the default machine learning setting.
Hide Management and Job Levels
Hides the level number in job and management level hierarchies everywhere they display.
Job Level Hierarchy
Specifies which job level hierarchy to use. You can create new hierarchies with the
Create Job Level Hierarchy
 task.
Workday uses the hierarchy you select for Career Hub filtering if you choose to override the default machine learning setting.
Enable Job Overlap for Vacating Positions
Enables you to overlap workers in the same position. You can select individual jobs for overlap as part of staffing events that leave positions vacant, such as
Termination
 and
Change Job
.
Automatically Select Is This Position Available for Overlap on Vacating Events
Automatically selects the
Is this position available for overlap?
 check box on staffing tasks that leave positions vacant, such as
Terminate Employee
 and
Change Job
.
Enable Job Overlap on Position Restrictions
Enables you to select if a position is available for overlap on the position restriction so that you can backfill a position that already has a worker with an unknown vacating date. The
Available for Overlap
 check box displays on these tasks:
  • Create Position
  • Edit Position Restrictions
Enable Job Overlap Routing Exclusion Rules
Enables you to specify job overlap positions to exclude from receiving notifications. To activate, set up the
Set Up: Job Overlap Routing Exclusion Rules
 security domain.
This check box is only available if you've also selected either of these check boxes:
  • Enable Job Overlap for Vacating Positions
  • Enable Job Overlap on Position Restrictions
Enable FTE on Position Restrictions
When selected, the
Default Weekly Hours
,
Scheduled Weekly Hours
, and
FTE
 fields display on these tasks:
  • Create Position
  • Edit Position Restrictions
Workday will also default values into the
Scheduled Weekly Hours
 and
Default Weekly Hours
 fields on these business processes:
  • Hire
  • Add Additional Job
  • Change Job
  • Contract Contingent Worker
  • Start International Assignment
When there's no work hours profile or job requisition for the position, Workday populates the fields with default values based off the position restrictions.
Sync Employment/Contract End Dates
Automatically updates the
End Employment Date
 field for fixed-term employees whose
Contract End Date
 or
Expected Assignment End Date
 changes.
Any new contract end dates, expected assignment end dates, and employment end dates synchronize to the later date.
If there's a future
Contract
 event, the
Employment End Date
 synchronizes to the
Contract End Date
 of the most future-dated
Contract
 event. The
Contract End Date
 displays the end date of the active contract.
Allow Override of Restrictions on Staffing Events
Enables you to override these hiring restrictions on staffing actions, such as
Hire
 or
Change Job
:
  • Job Profile
  • Location
  • Time Type
  • Worker Type
Hide Former Worker Personal Data when Rehired
Hides the personal data of rehired former workers in their former worker records.
Use Job Profile Values for Position Restrictions Tasks
Automatically updates position restrictions after you edit these fields on a job profile:
  • Critical Job
  • Difficulty to Fill
  • Job Description
  • Job Profile Summary
Mass Change Organization Assignments Defaulting
Sets the defaulting behavior for the
Change Organization Assignments
 subprocess of the
Move Workers (Supervisory)
 business process. You can change the option when performing a specific transaction.
Precompute Manager/Leader Name for Organization Search
Calculates role assignments in advance to improve performance on searches that include large or complex organizations.
Precompute Manager/Leader for Organization Chart
Calculates role assignments in advance to improve performance on people-view organization charts.
Precompute Manager/Leader in Organization Name
Calculates role assignments in advance to improve performance on reports that display a large number of supervisory or matrix organizations configured to include Manager/Leader in an organization name.
Correct Supervisory Organization on Hire
Enables you to correct the supervisory organization on the
Hire
 business process.
Automatically Reassign My Tasks Items
Enables Workday to automatically reassign My Tasks items awaiting action after you correct the supervisory organization on the Hire business process.
A background job reassigns all worker events that are awaiting action to all new role assignees, which functions the same as the
Reassign Business Process Step
 mass operation type.
Reassignment security permissions for the impacted events aren't individually assessed.

Job Requisitions

Option
Description
More Information
Enable Organization Defaults on Create Job Requisition
Populates organization assignments on the
Job Requisition
 business process according to the staffing model:
  • Job management: From the supervisory organization.
  • Position management: From the supervisory organization of the new position, or the
    Defaulting Behavior for Position Management Job Requisitions
     option for new job requisitions for an existing position.
Enabling this option allows organization data to copy from the requisition to the staffing transaction (such as a Hire or Job Change). This results in the generation of a new
Position ID
 for the worker, rather than retaining the existing one, when the transaction initiates from a job requisition.
Enable Job Requisitions for Position Management
  • Require Job Requisitions for all Position Management staffing events
    : Requires job requisitions for all staffing events in supervisory organizations that use position management.
  • Enable Job Requisitions for Position Management based on rules
    : Requires job requisitions for staffing events based on rules.
    Configure exit conditions on business processes affected by staffing events (such as
    Hire
     or
    Change Job
    ) to determine when job requisitions are required.
    Example: Require job requisitions for hiring, but not on transfers or when adding jobs. If you don't configure exit conditions for a given business process, using job requisitions for staffing events within that process is optional.
  • None of the above
    : Disables job requisitions for supervisory organizations that use position management.
    If you're accounting for commitments on your open positions, you can't disable job requisitions for position management. You can still select
    Require Job Requisitions for all Position Management staffing events
    .
Defaulting Behavior for Position Management Job Requisitions
  • Default from most recently filled position on Create Job Requisition
    : Configures these fields to populate from the most recently filled position:
    • Job Profile
    • Primary Location
    • Time Type
    • Worker Sub-Type
    • Worker Type
  • Default from Position Restriction on Create Job Requisition
    : Configures the same fields to populate from the position restriction when you create job requisitions from position restrictions and there's only 1 value for any given field.
Default Job Description and Job Description Summary from Job Profile
Configures the
Job Description
 and
Job Description Summary
 fields to populate from the job profile when creating a job requisition for an existing position.
Enable Job Requisitions for Job Management
(Required for Recruiting) Supervisory organizations that use the job management staffing model can use job requisitions to fill openings.
Enable Primary and Secondary Questionnaire Removal or Replacement on Evergreen and Job Requisitions
Enables you to remove or replace primary or secondary questionnaires on evergreen and job requisitions, even if candidates have already applied.
Route Create Job Requisition Events
This option is for Adaptive Planning only.
Select security groups for routing Create Job Requisition events that are initiated in Adaptive Planning.
Copy Organization Data from Job Requisition to Staffing Transactions
Select this checkbox to allow Workday to automatically populate organization data (such as Company, Cost Center, and Region) from a job requisition into the associated staffing transaction (Hire, Job Change, or Add Job).
Enabling this option ensures data consistency between the requisition and the worker's record. However, be aware that if the requisition is linked to a different position than the one currently held or originally intended, Workday will update the worker’s
Position ID
 to match the requisition. This can result in a change to the worker’s unique position identifier upon completion of the staffing event.

Benefits

Option
Description
More Information
Default Event Type for Retirement Savings
Maps a
Benefit
 event to the
Change Retirement Savings
 related action. The event type you select determines the changes an employee can make to retirement savings plans.
Workday reprocesses, puts on hold, or uses coordination of events for only those events that
don't
 match the default event type.
Include an additional HSA Coverage Target Option
(For HSA plans only) Enables
Other
 as a target coverage option.
IRS Limit for additional HSA Coverage Target Option
Enables you to select
Family
 or
Employee
 as the IRS limit for the additional HSA coverage target option. If you don't make a selection, Workday selects
Employee
.
Available only if you select
Include an additional HSA Coverage Target Option
.
Trigger Change Benefit Elections BP Step if Worker Changes Benefit Groups
Initiates the
Change Benefit Elections
 and
Change Benefit Jobs
 business process steps on any business process definition that uses them if a worker changes benefit groups.
Enable Zero Amount and Percentage Elections for Payroll Interface
Enables you to provide zero amount and percentage elections to Payroll Interface.
Zero amount and percentage elections are ongoing elections that the worker can't waive.
Enable Mobile Benefits
Enables employees to select and submit enrollment elections using a mobile device. Adds the Benefits worklet to the device during open enrollment.
Disable Emergency Contact, Dependent, and Beneficiary Linking
Disable linking between emergency contacts, dependents, and beneficiaries so that administrators and employees can add or delete them without overriding other relationships. When selected, Workday hides these options on the
Add Dependent
 subtask during open enrollment:
  • Use an Existing Emergency Contact or Beneficiary
     option.
  • Use as Beneficiary
     check box.
Workday also hides the
Add Beneficiary Using Existing Contact
 option from the
Add Beneficiary Using Existing Contact
 prompt on the
Change Benefit Elections
 task.
Restrict Response Changes for Dependent Tobacco Use
Prevents workers from changing a dependent's tobacco use status with the
Edit My Dependent
 task.
Use Persisted Benefit Groups
Enables you to use stored eligibility information from the daily eligibility check for a worker. Improves performance for tasks, reports, and integrations that use the stored eligibility status for a benefit group.
Enable Coordination of Events for the Change Benefits Web Service
Reprocesses future events created through Workday, instead of an EIB or integration, if an earlier event is created using the
Change Benefits
 web service.

Compensation

Option
Description
More Information
Enable Compensation Setup Segment Security
Enables you to divide access to compensation setup data among multiple Compensation Partners.
Example: A business with sites in Canada, the United States, and Mexico might require a separate Compensation Partner for each country.
Hide Total Salary & Allowances
Hides total salary and allowances in worker profiles and related actions.
Enable Actual End Date
Displays the
Actual End Date
 field on the:
  • Rollout Compensation Plans to Employees
     task.
  • Propose Compensation
     step of business processes such as
    Hire
     and
    Change Job
    .
Enable Employee Visibility Date
Enables compensation administrators to select a future date after which employees signed in as Employee as Self can view their updated pay-related compensation data.
If you configure the
Employee Visibility Date
, Workday hides updated pay-related compensation data from the worker until the date. If left blank, Workday uses the effective date of the process.
Enable Multiple One-Time Payments
If selected, you can configure multiple one-time payments for an employee. Each payment can have different one-time payment plans and scheduled payment dates while sharing the same reason and effective date.
If not selected, Workday prevents you from adding a one-time payment during the
Termination
 process when the employee has a clawback payment.
Remove Prior Compensation for Rehires
Enables you to rehire previously terminated workers without reassigning or displaying compensation from their previous employment in the
Propose Compensation Hire
 step of the
Hire
 process.
Route Business Processes Based on Costing Overrides
If you use worktags on these business processes, Workday routes business process steps to the managers associated with the worktags:
  • Period Activity Pay
    .
  • One-Time Payment for Referral
    .
  • Request One-Time Payment
    .
  • Request One-Time Payment Offer/Employment Agreement
    .
You can't disable this option after you select it and click
OK
.
Use 100% FTE for Pay Range Comparisons
If selected, Workday divides part-time employee salary by the FTE % before comparing it to the salary range midpoint when calculating these fields:
  • Compa-Ratio
  • Position in Range
  • Pay Range Segment
Compa-Ratio Midpoint
  • Use Calculated 50% Value
    : Workday uses the midpoint between the minimum and maximum of the grade range.
  • Use Configured Midpoint Value
    : Workday uses the configured midpoint of the range to calculate the compa-ratio.
Default Frequency
The default value for a compensation component frequency unless specified.
Disable Create New Compensation Review Statement functionality for Employee on View Compensation Review Statements
Hides the
Create New Statement
 button on the
View Compensation Review Statements
 view for Employee as Self.
Preferred Compensation Review Employee Awards Grid Limit
Workday limits the number of employees belonging to the same organization hierarchy to display to a Planner during a Shared Participation Compensation Review. Workday uses this option if you set it to greater than zero. Otherwise, Workday uses the
Default Compensation Review Employee Awards Grid Limit
.
If the number of employees in the organization hierarchy exceeds the limit, Workday displays a message instructing the Planner to refine search criteria. When the search criteria reduce the number of employees below the limit, Workday displays the grid.
Enable Dynamic Display for Compensation Plan Sections
If selected, Workday displays only relevant compensation plan sections during the:
Propose Compensation Change
 business process when used as a step on the
Change Job
 business process.
This applies to either an internal job change or an internal hire.
Workday determines the relevant plan sections based on worker eligibility and the security permissions for the user performing the compensation change.
Run Eligibility Rules when there is Requisition Compensation
If configured, Workday runs eligibility rules during the selected business processes even when default compensation exists on the job requisition. Workday persists individual overrides from default compensation on the job requisition if the candidate is still eligible for the plan as of the hire date on the process.
Enable Defaulting Based on Changes to Guidelines
If configured, enables you to apply compensation defaulting for compensation plan assignments when you both:
  • Base eligibility rules on Guidelines fields.
  • Change any field in the Guidelines section that the eligibility rules are based on.
Select the business processes you want to enable defaulting for:
  • Add Additional Job (Propose Compensation Hire)
  • Change Job (Propose Compensation Change)
  • Employment Agreement (Propose Compensation Offer/Employment Agreement)
  • Hire (Propose Compensation Hire)
  • Job Requisition (Requisition Compensation)
  • Job Requisition Change (Requisition Compensation)
  • Offer (Propose Compensation Offer/Employment Agreement)
Example: You enable this option for your relevant business processes, including the
Change Job (Propose Compensation Change)
 business process, which you then initiate to propose a compensation change for a worker, Wendy. You update Wendy's grade manually. A compensation eligibility rule is based on the new grade that you selected on the
Grade
 field. Workday applies compensation assignment defaulting based on Wendy's new grade.
Workday formerly only enabled compensation defaulting based on guidelines for the
Change Job (Propose Compensation Change)
 business process. If you had previously selected this option, Workday now displays the
Change Job (Propose Compensation Change)
 business process as selected and all other business processes as unselected. You can update this setting to select additional business processes or to deselect the default option.
Internal Compensation Benchmark Threshold
Enter the number of employees in outside organizations that a manager must have access to before Workday includes them for internal compensation benchmark calculation.
A higher threshold value ensures the security of sensitive pay information. A low threshold value might enable a manager to deduce the pay of specific employees in outside organizations.
Enable Eligibility Rule Performance Enhancement for Compensation Plan Profiles
If selected, Workday stops evaluating compensation plan profiles when it finds the first profile that the employee is eligible for. If an employee isn't eligible for any plan profiles, Workday uses the default plan target.
If not selected, Workday evaluates all plan profiles. If an employee is eligible for only 1 plan profile, Workday uses it. If an employee isn't eligible for any plan profiles or is eligible for more than 1, Workday uses the default plan target.
Selecting this option is permanent. You can't clear or undo your selection once you submit.
Enable Total Rewards Data Visualization Card in the Benefits and Pay Hub
If selected, Workday displays the
Total Rewards
 donut chart without masked monetary values in the
Overview
 worklet of the Benefits and Pay hub. If you don't select this checkbox, Workday displays the
Total Rewards Annual Compensation
 card with masked monetary values in the
Overview
section of the Benefits and Pay hub.

Educational Institutions

Option
Description
More Information
Enable Educational Institution Features
Enables you to track academic pay.
Enable Period Activity
Enables you to pay employees for fixed-term activities and payment arrangements.
Apply Payroll Costing Validations to Period Activity Pay Costing Overrides
If selected, any costing validations you configure on the
Maintain Payroll Costing Validations
 task also apply to costing overrides on the
Manage Period Activity Pay Assignments
 task.
Display Tenure Settings on Worker Profile: Job Details
Select to display these tenure fields on the worker profile
Job Details
 report:
  • On Tenure Track
  • Tenured Faculty

Talent

Option
Description
More Information
Default Rating Scale
Populates employee review templates with this rating scale.
Default Scale for Competency Assessment (3, 4, or 5 point scale)
The
My Competency Rating Assessment
 report won't run until you configure a default scale. The report uses this scale to normalize all scales in the review before displaying the graph.
The default scale must be a 3, 4, or 5 point scale. If using additional reviewers, the
Begin/End Range
 values in the scale must be nonzero for the
Additional Reviewer
 rating to display on the
My Competency Rating Assessment
 graph. Workday averages these values because employee reviews can include many additional reviewers.
Talent Card for Talent Review Layout Override
Sets a custom layout for printing talent cards from a talent review. Overrides the Workday standard layout:
  • On the
    Print Talent Cards for Talent Review
     task.
  • When you print talent cards for talent reviews from worker or talent profiles.
Create the custom layout with Report Designer in Workday Studio.
Talent Card for Worker Layout Override
Sets a custom layout for printing talent cards for individual workers, organizations, or talent pools. Overrides the Workday standard layout:
  • On the
    Print Talent Cards for Organization
     task.
  • On the
    Print Talent Card for Talent Pools
     task.
  • When you click
    View Talent Card
     on the worker or talent profiles.
Create the custom layout with Report Designer in Workday Studio.
Enabled Opportunities within Opportunity Marketplace
Determines which opportunities are available for employees to browse in the Opportunity Marketplace.
This also enables Workday to use machine learning to provide employees:
  • Opportunity recommendations.
  • Match analysis to display how well their skills and interests fit an opportunity.
Enable Learning within the Opportunity Marketplace
Enables Workday to suggest learning courses to employees viewing their match analysis with an opportunity. Workday makes course recommendations based on the skills requirements that an employee is missing.
Default Job History Company
Populates the
Company
 prompt for the
Manage Job History (Sub Process)
 step on these business processes:
  • Add Additional Job
  • Change Job
  • Hire
  • Title Change
Enable Additional Details within Job Match Analysis
Select this check box to enable workers to view additional details for a job posting, including any requirements that the worker does not match and optional qualifications that the worker matches:
  • Locations
  • Languages
  • Certifications
  • Education
Restrict Suggested Jobs to User's Primary Location
Limits suggested jobs to the worker's primary location. Enabling this option overrides the
Suggested Jobs
 options workers select in
Opportunity Marketplace Preferences
.
Default Job History Company
Populates the
Company
 prompt for the
Manage Job History (Sub Process)
 step on these business processes:
  • Add Additional Job
  • Change Job
  • Hire
  • Title Change
Enable Employee Engagement in Manager Insights Hub
Enables Manager Insights Hub to display the
Employee Engagement
 section when you use Workday Peakon Employee Voice.
The
Employee Engagement
 section displays these insights:
  • Engagement Score
  • Highlighted Drivers of Engagement
  • Latest Comments
Talent Highlights Help Text
Enables you to add help text to the
Generate Talent Highlights for Employee
 and
View Talent Highlight
 tasks.
Talent Highlights Location Exclusion
Enables you to exclude locations from Talent Highlights. Employees with an active primary or additional position in an excluded location are ineligible for Talent Highlights.
Talent Highlights Location Hierarchy Exclusion
Enables you to exclude location hierarchies from Talent Highlights. Employees with an active primary or additional position within an excluded location hierarchy are ineligible for Talent Highlights.
Development Item Help Text
Enter text to replace the default help text that appears during the
Create Development Item
 and
Generate Development Item
 tasks when GenAI development items are enabled.
GenAI Development Items Location Exclusion
Employees with a primary or additional position in these locations will not be able to access GenAI development items.
GenAI Development Items Hierarchy Exclusion
Employees with a primary or additional position within these regions will not be able to access GenAI development items.

Org Chart

Option
Description
More Information
Enable User Facing Filters
Enables users to hide contingent workers and open positions on the
Org Chart
.
The fields you select here will be automatically removed from the
Always Hide
 option.
Always Hide
Prevents users from viewing these items on the
Org Chart
:
  • Contingent workers.
  • Open positions.
  • A side panel that displays matrix or supervisory organizations that the worker belongs to.

Payroll Interface

Option
Description
More Information
Supported Countries
Enables you to assign selected countries to a pay group by accessing the
View Pay Group
 report. Select
Organization
Edit Organization
 from the related actions menu of the pay group, and select a value in the
Country
 field.
Enable External Payroll Code
Enables duplicate external codes for earnings and deductions, providing flexibility when an external payroll system doesn't use unique codes.
Displays an
External Payroll Code
 column on the
Maintain External Payroll Earnings
 and
Maintain External Payroll Deductions
 tasks where you can specify the duplicate external codes.
Enable Next Payment Date for External Payslips
Enables you to display
Next Payment Date
 for external payslips on mobile. This option provides employees with clear information about their upcoming payment date.
Enable Dynamic Membership Rule Evaluation Optimization
Enables Workday to generate semi-dynamic relationships for dynamic membership rules to help performance for Cloud Connect for Third-Party Payroll (CCTPP) integrations. Dynamic membership rules remain dynamic. CCTPP integrations reference the semi-dynamic relationship to evaluate membership and eligibility rules once Workday populates the date and time.
We recommend you enable this option for these integrations:
  • Payroll Effective Change Interface
  • Worker Effective Change Interface
After you enable the new check box and Workday completes the initial generation of semi-dynamic relationships for dynamic membership rules, Workday displays the
Optimization Start DateTime
 next to the check box on the
Edit Tenant Setup - HCM
 task. Workday doesn't continue to update the date/time, but reevaluates memberships every 4 hours just like semi-dynamic membership rules.
When you deselect the
Enable Dynamic Membership Rule Evaluation Optimization
 check box, Workday removes the semi-dynamic relationships for dynamic membership rules and the
Optimization Start DateTime
.
Restrict Constrained Security Groups Access to External Payroll Documents
Enables you to limit the access of constrained role-based security groups to workers' external payroll documents based on pay group or organization.

Leave of Absence

Option
Description
More Information
Allow Job Overlap for Leave
Enables you to overlap workers in the same position when the incumbent starts a leave of absence. Automatically applies to any position filled by a worker who goes on leave.
Leave Case Number Sequence Generator
Enables you to set up a sequence generator for the Case Number report field to automatically assign case numbers to leave events.

Time Off

Option
Description
More Information
Edit Time Off Type
Enables workers to change the time off type when they correct an approved time off request.
Disable Absence Calendar Balance Totals
Select to hide the total absence balance:
  • On the
    Balances
     tab of the
    Manage Absence
     calendar.
  • When you click on the
    View Balances
     link in the
    Request Absence
     micro calendar.
Disable Absence Worklet Balances
Select to hide workers' available balances on these worklets:
  • Time Off
  • Absence
Maximum Days Allowed for Time Off Requests
Enter the maximum number of days allowed for each time off request. The default limit is 730 days. To optimize performance, we recommend that you enter a number less than 730.
Number of Months
Enter a value into this field only when instructed to do so by Professional Services.
Balances as of date in the New Absence Calendar Experience
Select either of these options to set the
Balances as of Date
 value on the
Request Absence
 task and
Manage Absence
 report:
  • Balances as of today
  • Balance as of end of calendar year
Remove Absence Setup Component 12-Month Effective Date Limit
Enables you to edit absence setup components like time off, time off plan, or accrual with an effective date older than 12 months.
Enable Quantity per Occurrence on Absence Table Tiers
Select to display the
Quantity per Occurrence
column on these tasks:
  • Create Absence Table
  • Edit Absence Table
Enable Time Off and Leave Label for Absence Events
By default, this check box isn’t selected. When you select this check box, Workday changes the label for events related to time off and leave of absence. The
Absence
 label of report fields on these business objects are automatically replaced with
Time Off
 or
Leave
:
  • Leave Request Event
  • Leave Return Event
  • Time Off Event
  • Time Off Request Event
  • Worker Business Process
You'll also notice the label change in any custom reports and integrations that use any of the report fields on the business objects.
Example: When you select the check box, Workday replaces the
Absence
 label of report fields on the relevant business objects with:
  • Leave
     on leave events, such as:
    • Absence
       Request: Kevin Turner (On Leave) displays as
      Leave
       Request: Kevin Turner (On Leave).
    • Absence
       Return for Kevin Turner displays as
      Leave
       Return for Kevin Turner.
  • Time Off
     on time off events, such as:
    • Absence
       Correction: Kevin Turner displays as
      Time Off
       Correction: Kevin Turner.
    • Absence
       Request: Kevin Turner displays as
      Time Off
       Request: Kevin Turner.

Time Off: Threshold

Option
Description
More Information
Display Absence Thresholds
Set up how absence threshold data displays on absence calendars and tasks. Display absence threshold values as:
  • Display Name Only
  • Numbers
  • Percentage
Select
Display when Threshold % is greater than or equal to
 sets the threshold limit that must be met before the threshold displays.

Time Tracking

Option
Description
More Information
Enable Segment Security for Time Entry Codes
Enables you to secure access to time entry codes using using segment-based security groups.
Defer Time Clock Event Processing
Postpones matching collected time clock events from the time clock or mobile check-in or check-out to a later time. Deferring processing improves Time Tracking efficiency if you have a large number of workers creating time clock events at the same time.
This improvement doesn't apply to time clock events imported through a web service.
Workday plans to retire the Defer Time Clock Event Processing in a future release. Enabling this feature could impact performance in your tenant. Contact Workday Professional Services before using this feature.
Use Automated Scheduling
Automatically schedules and runs the
Process Time From Events
 job in the background every 15 minutes. Available when you defer time clock event processing.
Run Calculations with Time Off Approval
Automatically runs time calculations when approving a time off request for the weeks containing the time off request.
Run Calculations after Date
Automatically runs time calculations only for the weeks where the time off date is on or after the specified date.
Available only if you select
Run Calculations with Time Off Approval
.
Enable Standard Mobile Check-In
Enables mobile users to enter time types, worktags, and comments for check-ins and select reasons for check-outs.
Position Display Options
Select a display option for time entry, time approval, and position-based time off requests. Selecting an option helps multiposition workers and their time approvers to differentiate between positions.
Additional Info on Position Display
Select to display the worker’s location or supervisory organization during time entry, time approval, and on position-based time off requests.
Run Time Calculation Eligibility Day by Day
Evaluates worker eligibility for time calculations daily.
We recommend you set up the
Country / Country Region
 prompt on the time calculation groups to limit the performance impact before you select this check box.
Start Daily Evaluation on Date
When you select a date in the middle of the week, daily evaluation applies to the entire week.
Available only if you select
Run Time Calculation Eligibility Day by Day
.
Persist Position on Time Blocks
Record position on time blocks for single-position workers.
Enable Mass Time Requests
Enable managers and administrators to submit a single time request to cover multiple workers.
Enable Time Tracking Data Purge
Enables you to permanently remove worker time block and time clock event information in your tenants.
When you select this option, you acknowledge the irreversible nature of purging and potential downstream impacts on payroll, taxes, and project billing.

Learning

When you update
Learning
 settings, Workday processes requests for up to 5 minutes before the changes take effect in your tenant.
Option
Description
More Information
Enable Rating on Learning Content
Enables users to rate all content that they've enrolled in and any stand-alone lessons within the learning catalog.
Enable Security Categories
Displays a
Security Category
 prompt on these tasks, enabling you to restrict access by security category segment:
  • Create Course
  • Create Program
  • Edit Course
  • Edit Program
Enable Express Interest
Adds an
Express Interest
 button to the
View Course
 report for course offerings unless you select the
Disable Express Interest
 check box on these tasks:
  • Create Course
  • Edit Course
This option enables users to express interest in courses when there are no suitable offerings available to them in a specified location and date range.
Enable Learning Paths
Displays an
Add to
 drop-down menu on these reports, enabling learners to add content to learning paths:
  • View Course
  • View Digital Course
  • View Learning Lesson
Enable Language Preferences
Allows learners to set their preferred languages for content displayed in learning recommendation sliders, Career Hub, Manager Insights Hub, and Opportunity Graph.
Enable View Content Again On Successful Completion
Updates the course overview page to:
  • Display a
    View Course Again
     button when a learner successfully completes a course or if there aren't open offerings available to retake it.
  • Display a
    Retake Course
     button when a learner fails a course and there are open offerings available.
  • Enable learners to click on lessons once they have an active enrollment. The lesson list isn't interactive for expired courses or when retraining is due.
This check box is selected by default. Clear the check box if you prefer:
  • Workday to display the
    Retake Course
     button regardless of whether the learner passes or fails as long as there are open offering available.
  • Lesson lists aren't interactive.
Time Zone for Training Credit Mappings
Controls the time zone in which new training credit mappings become effective. If you don't select a time zone, Workday uses Pacific time.
Enable Pricing Configuration for Person Types
Enables pricing configuration for workers and extended enterprise learners. Once enabled for at least 1 person type, you can configure:
  • Learning organization payment configurations.
  • Pricing rules.
  • Prices for individual courses and course offerings.
  • Training credit mappings.
Enable Related Content Recommendations
Enables you to display the
You Might Also Be Interested In
 worklet on learning courses.
Select Virtual Classroom Integrations
Enables you to select a Microsoft Teams or Zoom integration.
Selecting a Microsoft Teams or Zoom integration displays these 2 fields and check box, which you can use to track attendance for your virtual classroom:
  • Minimum Percentage for Full Attendance
  • Minimum Percentage for Partial Attendance
  • Track Non-Attendance for Virtual Classroom
Enable AI Generated Learning Content Description
Enables you to use AI to generate course descriptions.
Enable Calendar Integration
Enables you to automatically send calendar invites when you schedule classroom training and webinars in course offerings.
This functionality integrates with Microsoft Outlook or Google Calendar, and enables you to send invites to any email client.
Disable AI Summarized Feedback
Hides the
AI Summarized Feedback
 tab on the administrator view of the learning content and disables the ability to generate summaries of employee feedback for the learning content.
Enable Public Content Thumbnail Caching
Enables Workday to host learning content image thumbnails on the public Internet.
When you select this check box, Workday leverages Cloudflare to store copies of thumbnail images in locations physically closer to your users. You can't use these images in Report Writer.
Media Restricted Access Text
Enables you to create a custom message for restricted media access. When a learner attempts to access content that is restricted, Workday will display the new custom message.
Learners can view custom messages in their preferred language. You can set translations for custom messages by using the Tenant Setup business object in the Translate Business Object report so that your learners can view messages in translated languages as well.

Packaged Content

Option
Description
More Information
Enable Packaged Content
Enables you to upload packaged media content in course lessons.
Enable Packaged Content on Mobile
Enables users to view packaged content for learning lessons on:
  • Android
  • iOS
Enable Packaged Content Interaction Reporting
Enables you to report on learner responses in courses that contain media lessons with packaged content.
This setting applies to interaction response data for new completions of packaged content going forward.
Enable Completion Without Exit for SCORM 2004
Enable Completion Without Exit for SCORM 1.X
Enable Completion Without Exit for AICC
Enables lesson status to be marked as complete as soon as Workday receives the status event from the packaged content.
Align Workday and Packaged Content Sessions
Enables you to align Workday and packaged content sessions so that both remain active while learners consume packaged content.
Send Learner Name to Third-Content Provider
Enables you to opt into the Learner Name feature for packaged content. When you select this check box, it displays these options:
  • Display Learner ID
  • Display Learner Name
The steps for enabling this feature depend on your organization’s subscription service agreement.

Learning: Extended Enterprise

Option
Description
More Information
Enable Self-Service Time Zone Management for Extended Enterprise
Displays a
Preferred Time Zone
 prompt on the
Preferences
 task on the
Learning
 dashboard for Extended Enterprise Learners. When enabled, each user can select the time zone they want Workday to use when processing expiration rules for course enrollments.

Data Entry Check Options

Switch on Data Entry Check everywhere
If selected (default), Workday enables the Data Entry Check (DEC) functionality for HCM.
If you want to use DEC for only select items, select
Select areas to switch on Data Entry Check
 and configure which items to enable for DEC.

Generative AI

Opt Out of Workday Writing Prompts - Workforce
Enables you to opt out of generative AI writing assistance prompts on the rich text editor within certain tasks across HCM.