📖 About this Domain
This domain focuses on the configuration and administration of the Goal Management framework within the Workday tenant. It covers the entire goal lifecycle, from setting up goal templates and business processes to tracking progress and aligning individual goals with organizational objectives.
🎓 What You Will Learn
- Configure the Goal Setup business process, including condition rules and approval steps for goal creation.
- Create and manage goal templates, goal categories, and measurement options to standardize goal setting.
- Implement cascading goals and goal alignment to link individual, team, and company objectives.
- Utilize standard and custom reports to track goal progress, completion rates, and overall alignment.
🛠️ Skills You Will Build
- Proficiency in configuring goal-related business process definitions and their associated security policies.
- Ability to translate strategic business requirements into functional goal management configurations in the tenant.
- Competency in troubleshooting common goal management issues, such as workflow routing or template visibility.
- Skill in leveraging reporting and calculated fields to analyze goal data for performance insights.
💡 Top Tips to Prepare
- Master the Goal Setup and Manage Goals for Organization business processes and their configurable steps.
- Practice creating various goal templates with different goal categories and measurement configurations.
- Understand the security domain configurations required for roles to view, create, and manage goals.
- Review the integration points between Goal Management and Performance Management, especially how goals populate performance reviews.
📖 About this Domain
This domain covers the configuration and administration of the Performance Management business process framework within a Workday tenant. It focuses on setting up performance review templates, launching review events, and managing the end-to-end review cycle for different worker populations.
🎓 What You Will Learn
- Configure the Performance Review business process definition, including steps, condition rules, and security policies.
- Create and maintain Performance Review Templates with configurable sections for goals, competencies, and overall ratings.
- Execute the Start Performance Review task and manage ongoing review events using administrative dashboards and reports.
- Integrate Talent Calibration and Succession Planning with performance review data for a holistic talent lifecycle.
🛠️ Skills You Will Build
- Proficiency in configuring the Performance Review business process to align with unique organizational workflows.
- Ability to construct dynamic and flexible review templates using various section types and rating scales.
- Competency in administering performance cycles, including managing eligibility rules and troubleshooting process routing.
- Skill in leveraging reporting and analytics to extract performance data for talent review meetings and insights.
💡 Top Tips to Prepare
- Practice building a complete performance review template and linking it to a business process definition in a GMS tenant.
- Master the key security domains like 'Performance and Goals: Worker Performance Review' to control data visibility.
- Understand the data flow between Goal Management, Performance Reviews, and Calibration to see the full talent picture.
- Utilize the 'View Business Process' report extensively to debug step conditions and security issues during configuration testing.
📖 About this Domain
This domain focuses on leveraging Workday's reporting framework to extract and visualize key talent and performance metrics. You will explore standard reports, custom report creation, and dashboards to provide actionable insights on employee potential, performance reviews, and succession data.
🎓 What You Will Learn
- How to identify and utilize primary business objects and data sources relevant to Talent and Performance modules.
- The process for creating custom reports using the Report Writer, including advanced and matrix report types.
- Techniques for building calculated fields to derive metrics not available in standard data source fields.
- Configuration of dashboards and worklets to deliver talent analytics to specific security groups.
🛠️ Skills You Will Build
- Proficiency in using the Workday Report Writer to build complex reports for talent queries and calibration.
- The ability to configure report-specific calculated fields to manipulate data for performance and potential analysis.
- Competency in deploying dashboards with interactive charts and scorecards to track key performance indicators.
- Skill in securing report output using security domains and business process security policies.
💡 Top Tips to Prepare
- Master the relationships between key business objects like Performance Review, Succession Plan, and Talent Pool.
- Practice creating various calculated field types, especially evaluate expression and true/false conditions.
- Understand the use cases for different report types, such as when to use a matrix report for a 9-box grid.
- Familiarize yourself with delivered standard reports to understand Workday's core data models and reporting capabilities.
📖 About this Domain
This domain covers the configuration of Workday Business Process Definitions for talent and performance. You will learn to build, secure, and manage the workflows that drive key talent management cycles. The focus is on the technical setup of business process steps, condition rules, and notifications.
🎓 What You Will Learn
- Configure the Business Process Framework, including definition settings, steps, and security policies for talent and performance events.
- Utilize various business process step types like Action, Approval, and To Do to construct logical workflows.
- Create and apply condition rules to control the routing and execution path of a business process.
- Set up configurable notifications and alerts to drive user action and process completion.
🛠️ Skills You Will Build
- Designing and implementing complex talent and performance workflows within a Workday tenant.
- Applying step-level security policies to control data visibility and actions within a business process.
- Troubleshooting process execution issues by analyzing the business process event history and audit trail.
- Modifying existing business process definitions to align with changing business requirements.
💡 Top Tips to Prepare
- Gain hands-on experience by building a complete Performance Review business process in a practice tenant.
- Master the interaction between condition rules, security groups, and business process step execution.
- Understand the core concepts of the Business Process Framework as it is a foundational Workday technology.
- Memorize the function of key step types and their configuration options to answer scenario-based questions.
📖 About this Domain
This domain covers the foundational configuration of the Workday Talent and Performance suite. It establishes the core components like worker profiles, talent attributes, and the underlying business process framework essential for all talent management functions.
🎓 What You Will Learn
- You will learn to configure the worker talent profile, including sections for career interests, education, and job history.
- You will learn to manage the competency framework and leverage the Skills Cloud for talent attribute tracking.
- You will learn to configure and secure core talent-related business processes and their associated security policies.
- You will learn to utilize delivered reports and calculated fields to analyze core talent data within the tenant.
🛠️ Skills You Will Build
- You will build the skill to configure talent setup data, including competency models and educational institutions.
- You will build the skill to design and implement talent-related business process definitions and condition rules.
- You will build the skill to manage worker talent data through EIBs and manual updates.
- You will build the skill to configure security policies for talent domains and business processes to ensure data integrity.
💡 Top Tips to Prepare
- Master the relationships between foundational objects like worker, job profile, and talent attributes.
- Perform hands-on configuration of talent profiles, competency frameworks, and related setup data in a tenant.
- Deconstruct the security configuration for key talent domains like Worker Data: Public Profile and Worker Data: Talent Information.
- Review the default business process definitions for core talent tasks to understand their configurable steps and security.
📖 About this Domain
This domain covers the configuration and management of the Succession Planning business process within the Workday tenant. It focuses on identifying critical positions and creating talent pipelines to ensure leadership continuity. You will learn to set up succession plans, manage potential candidates, and utilize related reporting tools.
🎓 What You Will Learn
- Configure the Succession Plan business process definition, including its steps, condition rules, and related security policies.
- Create and manage Talent Pools to group high-potential employees as potential successors for key roles.
- Execute succession-related tasks such as initiating plans, adding candidates, and assessing readiness.
- Utilize standard succession reports and dashboards to analyze pipeline strength and identify talent gaps.
🛠️ Skills You Will Build
- Ability to translate business requirements into a functional Succession Plan configuration within a Workday tenant.
- Proficiency in administering Talent Pools, including population methods and maintenance strategies.
- Competency in configuring domain and business process security to control access to sensitive succession data.
- Skill in leveraging reporting tools to provide actionable insights on succession metrics to stakeholders.
💡 Top Tips to Prepare
- Master the Succession Plan business process flow, including all potential sub-processes and approval steps.
- Practice linking Talent Pools to Succession Plans and understand the data flow between them.
- Understand the security configuration, specifically the 'Succession Planning' domain and its policies.
- Familiarize yourself with the key standard reports like 'Succession Plan Overview' and 'Successors Without Succession Plan'.
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