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February 8, 2020

Preparing for 2019 ACA reporting?

We’ve compiled a list of links with important information regarding Workday® reporting updates, filing deadlines and other helpful resources.

Looking for the latest updates on the Workday® ACA 2019 Tax Year deployment?

Stay tuned to this page for important updates regarding IRS integration status, known issues, functional enhancements and fixes.  Along with the latest and greatest Workday® ACA news, follow the comments section for questions and answers from other Workday® customers.  https://community.workday.com/articles/575390

Need help setting up the ACA Connector? Be sure to bookmark Workday’s® ACA Reporting Connector Readiness Guide. It contains everything you need to know to setup,...

February 7, 2020

Operational Excellence - two words that summarize Workday's® focus in 2020R1 for Workday® Financial Enhancements. Workday® has automated a lot of manual work as well as delivered a more efficient way to do certain tasks. We chose to highlight a few of them here, and go into detail on this first one:

1) Title – Credit Card Payments in Customer Portal

Short Description – This update provides enhancements to customer portal by enabling your customers to pay their invoices directly using credit card, providing convenience and saving time

Long Description – In 2020R1 Workday® customers will be able make customer invoice payments with credit cards through customer portal.  This enhancement will automate the payment process fo...

February 5, 2020

As a kid, I loved that song. It always made me feel happy remembering the things that made me happy. Now as a grown man, I can still appreciate rainbows and whiskers - but I also have a job. Part of that job is to make sure my organization continues to reap it's investment in its HCM system! So - here's a list of my top 6 favorite recruiting "things" about 2020R1. 

Let's start with the name: 2020R1. The name just rolls off the tongue, doesn't it? In all seriousness, Workday® did decide to change it's naming convention - and for good reason. Workday® is more than HCM these days, and it is definitely beneficial to make sure everyone is talking about the same release across products. So my first favorite thing will be: E...

February 5, 2020

Have you ever had a case of a missing new hire? One where you were sure you hired the candidate but on searching, you are getting zero results!


You find yourself hours into troubleshooting while thinking about all the pending work that is piling on, only to find after a couple of hours that you cannot see the new hire because it is not 12 AM in the tenant default time zone that was setup when you went live!

I have simply lost count of the hair I have lost troubleshooting. Workday finally seems to have a solution!

In WD33, you could choose to opt into the time zone setting so that you get more control over how you assess time zones for users not in the default time zone.

With the 2020R1, you no longe...

February 5, 2020

teamUpHR -

Workday® Assistant is a chat bot. Today many consumer websites have chat bots, which show up in the lower right hand side of the screen and say "How may I help you?”, or something similar. Chat bots have to learn or be taught how to answer questions. This is done through two methods, through a set of rules (decision tree) that are manually created and / or through machine learning by analyzing how humans have answered similar questions (through a chat box for example) in the past. Most do a combination of both. A chat bot also tries to figure out the ‘intent’ of the question instead of a traditional keyword search.

While Workday® Assistant is going GA (General Availability), it is still being taught and learning a lot...

The holiday season is a busy time for Workday® professionals who are preparing for a new year. Adjustments to many Workday® functional areas are necessary and must be planned for. One such adjustment that many companies address at this time of year is updating grade and grade profile ranges and making tweaks to their compensation structure. For many companies, this could be a simple EIB updating all existing grade profile ranges. However, a good percentage of companies will have significant changes to make driven by new compensation survey data that can cause changes to the job profile catalog and the corresponding compensation ranges.

For these companies that proactively manage their compensation practices strategica...

December 3, 2019

2019 is quickly coming to a close. By now, you have survived Open Enrollment and you’re breathing a sigh of relief.  But not so fast!  While most end-of-year activities for benefits are typically addressed during preparations for Open Enrollment there are a few items to check/double-check.


  • Send final elections for the current plan year.  Work with your provider to send a final file as of the last day of the current plan year. This is typically an ad hoc launch rather than a scheduled event.  The final file notifies the provider of any changes to employee coverage due to change in provider, as well as life events, terminations and other changes for the current plan year only.

  • Integrations...

December 3, 2019

Hi payroll team members.  It is December.  I know, it seems like it cannot possibly be, but it is.

Given that it is December, you should have already:

  • Coordinate with third party provider, to identify when fourth quarter and/or annual integration must be processed.

  • Run the at Scheduled Future Processes report to see all of the payroll integrations that need to be extended into 2020.

  • Update period schedule(s) (EIB).

  • Look ahead to 2020. Will you have 27/53 payments?

  • ‘Build FLSA Work Period Calendar Events’

  • ‘Create Next Fiscal Year’

  • ‘Create Ledger Year & Ledger Periods’

  • ‘Mass Update Ledger Period Status’

  • Confirm that ‘W-2 Box Configuration’ is accurate.

If you are ahead o...