Financials
Separate Payments for Customer Refunds in Settlement Runs
Availability: Set Up Required
- Why this matters: Provides better finance experience for the users due to refunding in one application instead of several and there is no need for workarounds.
- This allows for handling of charges to different customers when making refund payments during the settlement run.
- Renaming and grouping the refund setting on the customer and sponsor profiles
- Due to different customers’ groups’ nature, employees should apply selective approaches on how to treat and respond to customer refunds.
Manually Close and Reopen Requisition Lines
Availability: Automatically Available
Why this matters: Exactly why this matters is a flexible ability to put an end to specific requisition lines but leave the other ones open.
- It minimizes the opening and possible sourcing of functions that are irrelevant to its duties.
- This change adds two more specific functions namely Close Lines and Reopen Lines under requisition.
Assign Match Status for Intercompany Journal Lines
Availability: Set Up Required
- How this relates: It also helps in targeting by making some journal lines available or unavailable.
- New tasks are Mass Update Match Status and Update Match Status.
- That is, the handling of such control through intercompany accounts enhances procedural control over journal entries.
HCM
Manager Insights Hub Enhancements
Availability: Automatically Available
- Why this matters: Takes care of the hiring and staffing needs as all the managers would be centralized so that they can closely work along with them.
- This also includes integrating buttons relating to important aspects of staffing such as ‘Add new job,’ ‘End job.’
- Adds new feature of In-Progress Hire Events card.
- It allows the possibility to get the ability of View Org Chart on team view.
Enhanced Offboarding Experience
Availability: Automatically Available
- Why it matters: Helps bring resonance to a self-service resignation process by adding structure.
- Changes labels for the fields related to resignation.
- Adding the Worker Info panel during resignation.
- Now it is possible to look for specific tasks in the area of resignation and indicate the logos of tenants.
Edit To Do Task Functionality
Availability: Automatically Available
- Why this matters: This is good because it would enable individual modifications on the To Do items for adequate management.
- Allows the edit by using the standalone task/related action.
- The abilities include update of task status, the instructions for the task, and other related documents.
Adaptive Planning
Add Reports on Dashboards
Availability: Automatically Available
Why this matters : This allows to augment the utility of the dashboard as it incorporates matrix reports along with visuals.
- Can accommodate up to one million cells in the matrix reports.
- Combined with LD Player, it allows for line notes, filters, and downloads.
- Respects existing security settings.
Version-Specific Overrides for Linked Accounts
Availability: Automatically Available
- Planning flexibility becomes higher because version-level control provides better management of account links.
- Users can enable override by selecting from the available plan versions.
- The system enables data entry together with importing capabilities as well as predictive forecasting functions.
- The system enables custom filters that help users implement override control.
Shared Scenarios
Availability: Automatically Available
- This system enables cross-team scenario collaboration together with enhanced tracking needs.
- Specific collaborators and team groups can access content sharing through this system.
- Track submission status in real time.
- Automatic notifications for updates.
Absence
Effective Dating for Service Dates
Availability: Automatically Available
Why this matters: It supports valid and reliable reporting as well as increases correct eligibility determination by incorporation of effective dates.
- A better way is to track changes to the service date more accurately.
- According to the new metric, it lowers the likelihood of further influencing the downstream eligibility calculation.
- Useful for rehires and validations.
Change Job / Assign Work Schedule Impacts
Availability: Set Up Required
Why this matters: Sets invalid time off after the eligibility of an employee is terminated due to a change in the job or a change in the work schedule.
- New services engineered as part of the planned processes.
- It is useful in ensuring that special requests for time off are not approved in order to effectively help staff members take necessary time off when convenient.
Start and End Times on Absence Tables
Availability: Set Up Required
Its relevance can be explained by the fact that specifying time in detail facilitates better integration and accuracy in creating a schedule.
- Extend the possibility of the absences’ recognition with start and end times.
- Updated reports and validations for tracking.
- Supports hourly-based accrual plans.
Benefits
Purge Dependents and Beneficiaries for Active Workers
Availability: Set Up Required
Why this matters: Protects the privacy of the employees because one can easily delete the PII belonging to the active workforce.
- Can now delete this data for current (not fired) employees only.
- Find information about getting free samples and templates for various business reports, as well as placing a service request for professional expert’s help.
- Action is irreversible.
Mobile Benefits UI Re Architecture
Availability: Automatically Available
- Why this matters: Through this, it enhances the ease of accessing and also the appearance of the mobile app.
- Helps in supporting the screen readers and has support for Dynamic Text feature.
- Enables multilingual experience.
- Cleaner and more modern UI.
Compensation
Administrator Security for Compensation
Availability: Automatically Available
Why this matters: Protects key compensation data by the position hierarchy implemented in the organization.
- This filters the bonus, stock, and one-time pay for reference to the authorized security groups to prohibit wrongful utilization.
- Pertains to the compensation history and summary views of parts of TSA.
- This involves more detailed access, that is, domain-level permissions.
Total Rewards Template Conversion
Availability: Set Up Required
Why this matters: As this document reiterates, the changes being proposed are much simpler for organisations to adopt if the new template format of Total Reward Statement is to be implemented.
- Converts legacy templates to 2024R1+ format.
- Extends the set of available options adding branding and logo, as well as an icon.
- This will help in the deletion of old parts that may not be of any relevance in the most recent releases.
Infinite Scrolling on Compensation Review Grid
Availability: Automatically Available
The significance of this: Enhances the readability when one is checking through large groups of employees.
- Supports up to 2000 employees per review session.
- Specifies to apply to only one plan to employee setups.
- Each of the listed actions has the option to be applied for the whole selection, which is convenient for large datasets.
Payroll – Core
Pay Group & Pay Component Summary Reports
Availability: Automatically Available
Why this matters: Enhances the visibility of the summary of payroll groups; as well as insights into the individual components.
- Two new reports: Payroll Pay Group Summary and Payroll Pay Component Summary.
- It also supports filtering on group, period, and results.
Data Entry Checking and Pay Input
Availability: Automatically Available
Why this matters: This would make the process of auditing easier by raising alerts whenever there are disparities in the manual entries that are made in the payroll process.
- In the case of detecting outliers, the proposed method assumes a unique set of rules which is based on historical input data.
- Presents notifications for every type of input that is either below or above set parameters.
- Available via Tenant Setup for Payroll.
Payroll Input Business Process
Availability: Set Up Required
Why this matters: Responsible for standardizing the input of payroll entry and approval so that there will be capability and accountability.
- Based on the type of document that you are reviewing, it introduces a new Review or Auto-Approve process.
- In this way it allows the tracking of input requests and bulk approval of the payroll.
Payroll – U.S.
Convenience of Employer Rule for Remote Workers
Availability: Set Up Required
Why this matters: Implementation of the COE state supports the setup of tax for the remote worker.
- New checkbox and tab called ‘Applicable COE States’ is added.
- Endorses one active condition of employment essentials starting from the year 2024-01-01.
Pay Anomalies Enhancements
Availability: Automatically Available
Why it matters: Introduces worker tagged pay anomaly navigation.
- From the anomaly report, employers are able to view the worker profiles.
- In the given tags, write a comment for visibility and then tag.
Payroll Withholding Order Data Reports
Availability: Automatically Available
Why this matters: The changes to the legislation means better review and filtering of the payroll withholding data.
- Renames ‘Data Driven Calculation Rules’ tab to ‘Withholding Order Data’.
- Allows for more refined search criteria of the specific tax authority and the date it became effective.
Payroll – Canada
Canada Annual Tax Filing – T4/T4A Integration
Availability: Automatically Available
Why this matters: This ensures compliance with the Canada Revenue Agency when preparing the year-end filings.
- Supports optional override of BN15 and Transmitter Rep ID.
- Some of the duties include the following, guaranteeing XML forms are synchronized with MyBA as well as RAC logins.
Tax Rate Report Field Clarification
Availability: Automatically Available
- Significance of these findings: It sharpens the understanding that the report field defines the Canadian flat and sales tax rates.
- Changed the name of the field to ‘Canada Flat/Sales Tax Rate for this Payroll Result Line’.
Pay Anomalies for Canada, Australia, UK
Availability: Automatically Available
Why this matters: The expansion of pay anomalies functionality to more areas means it supports a broader population.
- It is now available in Payroll for Canada, Australia, and the United Kingdom.
- It offers the abilities to tag, post comments and access to the worker profiles.
Cross App & Security
Security History for Users Audit Report
Availability: Automatically Available
Why this matters: Records user-related changes to security group membership.
- New report: Security History Users Audit.
- It shows the event name, name of the group that was affected, the status according to which the event was revoked, and the type of event.
- At the moment, it only has the application to the user-based security groups.
Workday Docs and Document Generation for Onboarding
Availability: Set Up Required
Why this matters: Improves document management in the onboarding business process.
- Use Workday Docs to dynamically generate onboarding content.
- Send and review documents during the onboarding lifecycle.
Reporting
Mass Copy Composite Report Rows
Availability: Automatically Available
Why this matters: Reduces time spent editing and updating composite reports.
- Allows simultaneous row updates across multiple report versions.
- Improves reporting consistency and maintenance.
Analytic Dimensions for Prism Analytics
Availability: Set Up Required
Why this matters: Extends Prism Analytics capabilities with user-defined dimensions.
- Supports better grouping and filtering in Prism datasets.
- Adds flexibility to report creation.
Smart Summary in People Analytics
Availability: Set Up Required
Why this matters: Delivers email summaries to improve user engagement with People Analytics.
- Email notifications include insights and links to key metrics.
- Frequency of emails is customizable.
Talent & Performance
Mass Populate Worker Profile Skills
Availability: Set Up Required
Why this matters: Automates population of worker skills based on job profiles.
- Populate using supervisory org or location.
- Supports job profile, suggested, or worker-submitted skills.
- Notifications alert workers of skill updates.
Career Hub: Job Match Analysis
Availability: Automatically Available
Why this matters: Improves job exploration experience by showing match analysis.
- Highlights matched and missing skills.
- Includes recommended training per opportunity.
Additional Personas Can Print Reviews
Availability: Automatically Available
Why this matters: Grants print access to contributors in review processes.
- Applies to former and additional managers and reviewers.
- Accessible from performance tasks and worker profiles.
Recruiting
Language Search for Job Description and Title
Availability: Set Up Required
Why this matters: Enhances candidate experience by supporting multilingual job searches.
- Candidates can search using native language job titles.
- Works even if the site language differs from search input.
New Workday Onboarding Experience
Availability: Set Up Required
Why this matters: Provides a personalized and staged onboarding experience.
- Supports preboarding before the Workday account is created.
- Onboarding plans visible via external site or internally.
- Timeline visuals guide new hires through stages.
Learning
AI: Summarize Content Feedback
Availability: Automatically Available
Why this matters: Streamlines learning content improvements using AI-generated summaries.
- Summarizes learner feedback into categories: Positives, Negatives, Technical Issues, Suggestions.
- Admins can regenerate or edit summaries.
Recommendations in Preferred Languages
Availability: Set Up Required
Why this matters: Improves accessibility by recommending courses in learners’ preferred languages.
- Learners can set a preferred language in their profile.
- Reporting fields now support language preferences.
Enhanced Cloud Connect for Learning (CCL)
Availability: Set Up Required
Why this matters: Simplifies third-party learning content integration.
- Consolidated setup in one task.
- New filtering by authors and publishers.
- Supports new content types: Collection and Document.
Time Tracking
Effective-Dated Time Entry Templates
Availability: Automatically Available
Why this matters: Improves compliance and time accuracy with future-dated templates.
- Minimizes the need for retroactive changes.
- Supports better auditing and validation.
Flexible Check-In and Check-Out
Availability: Set Up Required
Why this matters: Adds flexibility by allowing time edits within threshold windows.
- Threshold configurable between 0-120 minutes.
- Supports editing on mobile and desktop.
Daily Time Exceptions
Availability: Automatically Available
Why this matters: It helps the manager have a better glimpse of clock events happening in a certain period.
- Who has checked IN, time history and who arrived late to the facility.
- Accessible via mobile in the Attendance tab.
Update: Effective-Dated Time Entry Templates (Workday 2025R1)
Posted: Mar 13, 2025 | Updated: Mar 26, 2025 | Next update: Apr 4, 2025
- Feature: Effective-Dated Time Entry Templates
- Status: Delayed – returning to Preview with the March 28, 2025 Service Update
- Reason: Unexpected rollout complication required a brief postponement
- Impact: Preview environments temporarily without feature; production not yet affected
- Action: Review updated release notes for full context and changes
- Resolution: In progress – next update expected April 4