Concept: Company Settings

As a program administrator, you can use the

Company Settings

page to make changes to the settings and configuration of your Workday VNDLY environment.

To navigate to a particular setting, use the

Search for Configuration

bar and search across the settings pages using key words. Alternatively, use the

Jump To

menu to navigate to a particular category of settings and select the associated settings page.

In the tables below, you'll find an overview of the categories and settings pages available to program administrators. There are security permissions tied to access to the

Company Settings

Foundational Data

Create and manage tenant-level configurations that may impact all areas of VNDLY.

Settings Page	Description
Custom Data Sources	Create tables of data used as predefined options or values for custom fields.
Custom Fields	Custom fields enable you to add a field to a form that you want to collect information from.
Lists	Configuration of legacy custom lists that are not managed under Custom Data Sources .
Miscellaneous	Various settings that do not fit into other categories.
Reports	Configure and manage report settings, include standard date formats, report sharing, and standard export results.
Sequences	Manage system-generated ID numbers.

Organization

Configurations that handle the foundational structure of your organization including workflow approvals and location settings.

Settings Page	Description
Locations	Set specific locations in which a company is looking to hire. The following information is required for locations: Address Code Name Region
Management Levels	Define your organization's management levels and the associated spend authority for each level.
Organization Hierarchy	Set organization levels and define your organization's structure and hierarchy.
Regions	Set the regions in which a location can be associated.
Workflow Approvals	Build approval flows across multiple workflows: Jobs Work Orders Timesheets Expenses Invoicing Statement of Work

Security

Configurations that handle various security settings and ensure compliance with data privacy and protection.

Settings Page	Description
Data Privacy	Erase personal data for inactive users in the system.
Delegation Settings	Define who users can delegate to and set up time limits for delegation assignments.
SAML Single-Sign On	Create and manage single sign-on services and identity providers.
Security Settings	Configure and manage security roles, including new roles, permission management, policy management, and log in and session management.

Localization

Configurations related to locale management and terminology customizations.

Settings Page	Description
Locale Configuration	Configure locales available for selection on company and user profiles.
Term Overrides	Manage translations and term overrides for a curated list of Workday VNDLY terminology.

Communication

Configurations that provide messaging, context, or other forms of communication to users.

Settings Page	Description
Emails / Tags	Manage email related communication information and configure groups.
In-App Help Text	Customize visibility for help text within the application.
Notifications	Manage notification rules, templates, recipients, and recipient groups.
Reminder Notifications	Manage timing and conditions for emailed notification reminders.
Tasks	Manage all system tasks and view the details and recipients of each task.
Terms & Conditions	Manage custom terms and conditions prompts.

Accounting

Configurations that control how billable values are processed and communicated.

Settings Page	Description
Accounting	Create and manage codes that allow you to enter client-specific codes for invoices.
Budgets	Manage budget-based spend controls on timesheets and expense reports.
Calculation Engine	View and manage formulas and formula components used to calculate billable system values.
Charge Codes	Create and manage accounting codes that provide detailed information about financial entries in time, expenses, adjustments, and SOW.
Currency	Manage allowed program currencies and currency conversion rates.
Event-based Expenses	Manage system events to automatically create expense reports based on entered time or a defined schedule.
Expenses & Adjustments	Configure program expenses and adjustment types, including mileage.
Invoice & Payments	Configure program fees, billing cycles, and invoice settings, including approvals, scheduling, and files.
Invoice Template Rules	Manage rules to select and automatically assign PDF templates during invoicing.
Manage Taxes	Customize and manage tax rates and tax subjectivity for different locations.

Timekeeping

Configurations that manage timekeeping and time-related premiums.

Settings Page	Description
Calendar-based Premium Pay	Create and manage important dates with the option to support date-based premium rates.
Overtime	Configure overtime rates and rules to manage how auto-classified overtime is calculated in timekeeping.
Premium Rates	Configure rates and differentials for use in timekeeping.
Shifts	View, create, and manage shifts that can apply and calculate shift premiums to time entered on timesheets.
Time Entry System	Configure where time should be captured.
Timekeeping	Configure and manage timesheets, including timesheet type, classification, approvals, lockouts, and notifications.
Work Hours Types & Rates	Manage work types and rates used for classifying and compensating time in timekeeping.

Integrations

Configurations that manage synchronization of data with Workday and third-party systems.

Settings Page	Description
Workday	Configure Workday connections, scheduling, and general configuration that determines APIs and data mapping.
Imported Locations Configurations	Customize CSV delimiters used with vendor locations. Displays if the custom data source contains at least 1 location group.
Provisioning Controls	Controls the display and value of the field in VNDLY which drives downstream provisioning in integrated systems.

Jobs & Work Orders

Configurations that relate to sourcing, work order management, and other Workday VNDLY jobs workflows.

Settings Page	Description
Checklists	Manage checklist requirements for workers and vendors.
Job Application	Manage various behaviors for the Job Application workflow.
Job Categories	Creating job categories is the first step in creating a job profile. Job profiles are aligned to categories. This allows for better use of rate cards, distribution rules, and other system criteria by job category.
Job Compensation	Configure several items that display on the Job Form that tie to how a job or contractor is paid and managed.
Job Templates	Configure, add, or delete job profiles. Templates are the defaults used when publishing a job.
List/Card View Defaults	Customize the data users can view in list results.
Pre-Identified Intake Form	Customize the intake form for Pre-Identified candidates using the AOR/EOR module.
Rate Card	Rate cards help clients control and manage pay/bill rates that vendors use when submitting candidates to jobs. These can be configured a variety of ways depending on client or MSP needs.
Tenure Policy	Manage working term limits to comply with local and federal government regulations.
Work Order	Configure and manage work order settings, including onboarding, editing, modification, end, reopen, and imports. This section also includes vendor action settings and approval fields.
Worker Profile Management	Manage settings and field visibility related to Worker Profile Management workers.
Workday - Bulk Update Jobs	Bulk update jobs in Workday VNDLY from Workday data.
Workday - Bulk Update Work Orders and Worker Profiles	Bulk update work orders and worker profiles.

People

Configurations that manage contractors, candidates, and other settings related people.

Settings Page	Description
Bulk Upload Contractors	Creates work orders in bulk for pre-existing or new contractors in the program.
Candidate Profile	Manage customizations and field visibility on the Candidate Profile.
Candidate Submission Rules	Manage rules and behaviors for limitations on how many candidates can be submitted per job or position.
Candidate User Settings	Manage how the default username for the candidate is created during onboarding.
Import Contractor Updates	Bulk upload used to update some contractor and work order fields.

Statement of Work

Configurations related to Statement of Work (SOW) and other SOW configurations.

Settings Page	Description
SOW Bulk Uploads	Bulk upload existing SOWs and their related data.
SOW Configuration	Manage multiple configurations that affect the Statement of Work module.
SOW Templates	Manage SOW clause templates for consistent use in SOWs.

Vendors

Configurations that allow you to manage

Vendor Profiles

Settings Page	Description
Vendor Distribution & Groups	Manage rules to distribute jobs to vendor based on scenarios and tiering.
Vendor Settings	Configure and manage vendor settings, including authorized services, vendor terms, and vendor attachment types.