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Administrator Guide
Last Updated: 2023-06-23
Reference: Statement of Work Capabilities

Reference: Statement of Work Capabilities

You can view high-level feature descriptions for the capabilities in this product area.

Approval Workflows

Supports the creation and management of approval chains. The functionality provides the ability to:
  • Add workflow criteria.
  • Configure client-side workflows.
  • Create approval workflows and configure the different elements of the approval.

Audit

Provides the ability to track updates.

Bulk Updates

Provides the ability to bulk update work order records.

Compliance

Provides the ability to:
  • Alert and follow up.
  • Capture the items.
  • Set up the checklist maintenance.

Configurable Security

Provides the ability to:
  • Configure security.
  • Create custom roles.
  • Set up credentials and delegate.

Custom Fields

Provides the ability to:
  • Create custom fields.
  • Limit the custom fields.
  • Set up permission controls.

Data Privacy Tools

Provides the ability to delete controls.

Expenses & Adjustments

Provides the ability to:
  • Manage rate amounts and limits.
  • Prevent expense approvals.
  • Record miscellaneous adjustments.

Integrations

Provides the ability to enable a seamless connection and enhance visibility.

Notifications and Alerts

Supports sending user notifications by email and through the Workday VNDLY application.
Provides the ability to:
  • Send notifications when approvals are required or due.
  • Send updates.
  • Edit notification content and recipient delivery methods.

Revision Management

Provides the ability to restrict editing on a Statement of Work (SOW) through reviewed and approved change orders.

Reporting/Dashboards

Provides the ability to:
  • Generate reports and create calculated fields.
  • Report on APIs, visualizations, and schema.
  • Run preconfigured reports.
  • Send notifications and schedule reports.

RFX

Supports requests for additional information (RFX) from vendors for a SOW.

Role Management

Provides the ability to support job forms and templates.

Settings

Provides the ability to:
  • Configure data settings, active tenure policies, checklists, and email notifications.
  • Configure profiles and override specific terms.
  • Configure timekeeping and invoicing.
  • Define top-level organization data and tax rates.
  • Manage resources, job aids, and forms.

SOW Invoicing

Provides the ability to:
  • Add multiple currencies.
  • Manage workflows.
  • View the program fee.

SOW Payments

Provides the ability to define how payments are made to vendors for services on a Statement of Work (SOW). The functionality provides the ability to:
  • Add nonbillable workers to a SOW for headcount purposes. 
  • Create a SOW with a fixed price, and payments that are paid automatically using a predetermined cadence.
  • Define SOW job roles and the number of required positions.
  • Set milestones across a SOW

SOW Settings

Provides the ability to configure the statements of work settings.

Tasks

Provides the ability to manage individual tasks.

Timekeeping

Provides the ability to:
  • Access mobile timesheets.
  • Block budget-based approvals.
  • Configure overtime rules and profiles.
  • Clock in and clock out.
  • Manage shifts.
  • Set up calendar pay profiles.
  • Set premium rates.
  • View summary timesheets.

Vendor Management

Provides the ability to:
  • Manage independent contractors.
  • Supply contingent vendors.

Workers

Provides the ability to:
  • Manage hiring and worker-specific data.
  • Track the tenure.

Work Orders

Provides the ability to:
  • Auto close work orders.
  • Control budgets and work orders.
  • Initiate work order end requests.
  • Manage contract details and rates.
  • Modify work order data.