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Administrator Guide
Last Updated: 2023-06-23
Reference: Extended Workforce Management Capabilities

Reference: Extended Workforce Management 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:
  • Create audit reports.
  • Track data changes.

Bulk Updates

Provides the ability to bulk update candidate and work order records.

Compliance

Supports creating checklist items to manage eligibility requirements for workers and candidates.

Configurable Security

Provides the ability to control how users access applications. The functionality provides the ability to:
  • Configure Role-Based Access Controls (RBAC) to create security roles and assign permissions for what users can do and access in Workday VNDLY.
  • Set up Single Sign-On (SSO) functionality for users to access Workday VNDLY.

Custom Fields

Provides the ability to:
  • Create custom fields and determine where they display.
  • Define whether they are necessary.
  • Limit the appearance of custom fields.
  • Set up access controls.
  • View and update custom fields.

Data Privacy Tools

Supports deleting Personally Identifiable Information (PII) from applications.

EWM Invoicing

Provides the ability to:
  • Accept remittance files.
  • Configure currencies.
  • Configure rates and fee profiles.
  • Determine the stage of approval.
  • Generate reports.
  • Include all invoice line items.
  • Support workflows.
  • View and submit invoice files.
  • Void invoice records.

Expenses & Adjustments

Provides users the ability to submit a list of expenses for reimbursement. The functionality provides the ability to:
  • Define multiple types and categories on expense reports.
  • Enforce budgets on work orders by stopping approval of an expense until the budget conflict is addressed
  • Enter miscellaneous adjustments in Workday VNDLY.
  • Set rate amounts and limits on expense items.

Integrations

Supports communicating with third-party human-resource software platform.

Interviews

Supports scheduling interviews with candidates, as well as viewing, modifying, rescheduling, and canceling interviews.

Invoicing

Supports the ability to create and distribute invoice files. The functionality provides the ability to:
  • For vendors to create and submit invoices for approval.
  • To create custom PDF templates for invoicing in Excel, CSV, or pipe-separated (data separated with a | character) invoice format.
  • To define and set up rules for billing cycles for invoices.
  • To enter remittance files into Workday VNDLY to mark invoice items as paid.
  • To generate reports that can be entered into third-party systems.
  • To set up automated invoice schedules.
  • To split program fees from vendor amounts on invoice line items, and then invoice those fees and amounts separately.

Job Management

Supports posting and distributing jobs to vendors. The functionality provides the ability to:
  • Accept and decline jobs.
  • Configure job forms and templates.
  • Define which vendors receive jobs.
  • Set and revise bill rates.
  • Select candidates for jobs.
  • Set hiring rate ranges for potential candidates.
  • Set rules to control how many candidates can apply to each job.

Money Miscellaneous

Provides the ability to:
  • Create fee profiles to identify how programs are funded.
  • Create profiles for paying elevated rates on certain days.
  • Manage tax rates. 
  • Set rates for workers on different shifts.
  • Use different currencies, depending on location.

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.

Reporting/Dashboards

Supports creating reports and viewing the results through a dashboard.

Settings Miscellaneous

Supports managing additional aspects of the applications. The functionality provides the ability to:
  • Create and manage custom fields for forms within Workday VNDLY.
  • Store documents for customers to optionally share with selected vendors.
  • Update work orders and worker profiles in bulk.

Tasks

Provides the ability to manage to-do items assigned to users or groups of users.

Time Miscellaneous

The functionality provides the ability:
  • For workers to enter time into third-party timekeeping software, and to import this information into Workday VNDLY.
  • To define how overtime is calculated in Workday VNDLY.
  • To set parameters that stop time approval when budget totals from work orders are reached.
  • To specify the type of hours that have time logged against them. Examples: regular time, overtime, double time, or holiday hours.

Timekeeping

Provides the ability for workers to track time on projects, and supports the ability to determine how time is adjusted, submitted, and approved.

Vendor Management

The functionality provides the ability to:
  • Add vendors to Workday VNDLY, individually or in bulk.
  • Organize vendors into groups for job distribution.
  • Release jobs to specific vendors or vendor groups.

Work Orders

Provides the ability to create and manage work orders generated when candidates accept offers, and the ability for vendors to control and manage when work orders end.

Workers

Supports the creation and management of worker profiles. The functionality provides the ability to:
  • Create and assign tenure policies based on tenure rules.
  • Designate workers as ineligible for rehire.