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Administrator Guide
上次更新時間 ：2023-06-23
Steps: Define Custom Worktags

Steps: Define Custom Worktags

Custom worktags enable you to view critical dimensions of your business that Workday-delivered worktag types don't cover. Example: You can define a Campaign worktag type with valid values of
Spring
 and
Summer
. You can use these values to track leads, expenses, revenue, and campaign effectiveness.
You can define up to 15 custom worktag types on financial, payroll, and time-tracking transactions. You can use custom worktags in pay component calculations.
You can use custom organization as worktags to:
  • Assign worktags to workers so that Workday automatically routes financial transactions, such as expense reports, to specific people based on their roles.
  • Assign roles to worktags for business process approval and reporting.
  • Create worktag hierarchies for navigation, validation logic, and condition rules.
  1. Access the
    Enable Custom Worktags
     task.
    Enable custom worktag types for transactions and supporting data.
    Security:
    • Set Up: Enable Worktags
       domain in the Common Financial Management and Worktags functional areas.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
  2. Access the
    Maintain Custom Worktag Values
     report.
    Create worktag values for each custom worktag type.
    Security:
    • Set Up: Maintain Custom Worktags
       domain in the Common Financial Management and Worktags functional areas.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
  3. Define custom validations that control the use of active and inactive worktags.
  4. Define business process condition rules that control the use of active and inactive worktags.
  5. (Optional) Access the
    Edit Custom Worktag
     task.
    Rename or inactivate worktag values.
    Security:
    • Set Up: Maintain Custom Worktags
       domain in the Common Financial Management and Worktags functional areas.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
    • View: Maintain Payroll Interface
       domain in the Payroll Interface functional area.
Custom worktag values are available on transaction prompts and related worktag configurations on these reports:
  • Maintain Worktag Usage
  • Maintain Related Worktag Usage
Run the
Custom Worktag Values
 report (secured to the
Set Up: Maintain Custom Worktags
 domain in the Common Financial Management and Worktags functional areas and the
Set Up: Payroll - Company Specific (Accounting)
 domain in the Core Payroll functional area) to view custom worktag values and identify the number of transactions processed by each.