23Mar

Workday Release 2023 R1

Workday introduces new features and functionality at specified times throughout the year. When a new version of the Workday service is introduced, it is referred to as a Feature Release. Feature Releases are delivered on a six-month basis and contain a significant number of new features and functionalities that may require planned uptake. This is typically done in September and March. These releases are extended and optimized throughout the year via weekly service updates.

The Workday Release 2023R1 brings in a host of features/updates that span across all the modules. As usual, not all of them will make it to the Production Tenant as part of this release. Some of these features are automatically available for all Workday customers, depending on the usage of the respective Workday products/modules.

Other updates may or may not require Workday’s help to configure or enable them for usage in the customer’s Workday tenant. As such, each feature requires careful assessment to determine its impact on each customer’s integration of the Workday service.

Our article on Workday New Release Management can help you understand and manage this new release.

HCM Tools

Object Transporter 2.0

Workday introduces Object Transporter 2.0, a new version of the Object Transporter tool. Object Transporter 2.0 migrates volume and complexity much faster and supports additional migration use cases, like configurable security, custom objects, and objects with circular dependencies.

Purge

Document Purge enables you to purge documents of active employees. This assists you in responding to workers’ right to be forgotten in compliance with General Data Protection Rules (GDPR) guidelines.

Purge Attachments Associated with Check-Ins can purge attachments associated with check-ins, enabling you to conform to global privacy requirements for purging personal data.

Purge Self-Identification Veteran/Disability Status – This allows self identification of veteran status data and self identification of disability status data to be purged independently from the rest of the worker’s data. This assists you in responding to customers’ right to be forgotten and General Data Protection Rules (GDPR) requests

Configurable Addresses by Country

Workday enables you to configure address components by country, giving you greater control over address information. You can collect only address data that’s relevant to your organization, which reduces the risk of integration errors and improves your user experience.

Goals API

With this release, Workday enhances the Performance Enablement v4 REST web service, enabling you to integrate goals into 3rd party applications like Slack and Microsoft Teams.

The above features are Automatically Available with the exception of Purge Attachments Associated with Check-Ins

Reports

Workday allows report writers to delete the current user’s expired temporary reports. Report administrators can delete all expired temporary reports using,

Delete All Temporary Report Definitions
Delete My Temporary Report Definitions

Discovery Boards

Discovery Boards now have controls, Controls are configurable inputs in discovery boards that provide viewers some lightweight data analysis capabilities over the data in 1 or more vizzes. These can be done using Rename/Reorder/Remove Controls.

Worksheets Live Data

Workday enables you to do more robust and flexible ad hoc data analysis in a secure and collaborative environment with live Workday data using Worksheets Live Data. This includes:

  • Structured References for Advanced Report Live Data
  • Scheduled Refresh Pause/Resume

The above features are Automatically Available.

Business Process

Mass Operation Management

Workday is providing a Cancel To Do mass operation type, making it more efficient for you to cancel To Dos in bulk in your tenant. Enabling you to cancel To Dos in bulk with MOM provides you with more flexibility while reducing manual intervention and inbox clutter by automatically canceling unsubmitted To Dos that often accumulate in inboxes.

Send Emails From Multiple From Addresses

Workday now allows you to send e-mails using Multiple From addresses.

Reply-to Email Addresses in Alert Notifications

With this feature, workday improve alert notifications to make it easier for recipients to follow up on notifications.

Language Translations

Workday now supports translations in 37 Languages.
To view a list of all available features and languages, as well as what’s planned for upcoming releases, please see the Languages page on Community (https://community.workday.com/ref/global/languages).

Mass Op Management is an Automatically Available feature whereas the other two are Set-up required features.

Compensation

Compensation Review Web Services

Workday 2023R1 delivers new web services for compensation review validation rules and eligibility waiting periods and retires the legacy web services for compensation review participation rules.

Ceiling Amount and Currency for Allowance Plans
Workday 2023R1 makes it easier to maintain ceiling amounts for your percent-based allowance plans. You can now update ceiling amounts and currency values when you access the Set Up Allowance Plan Adjustment task.
Compensation Grade Modeling

Workday 2023R1 provides greater insight into how your compensation pay ranges compare to those of the benchmark and the market. You can now compare your current compensation pay ranges by job profile to benchmark or market pay ranges.

All these are set-up required features except – Ceiling Amount and Currency for Allowance Plans.

Payroll

PI/PECI/WECI

Workday continues to improve Cloud Connect for Third-Party Payroll functionality for Payroll Interface, Payroll Effective Change Interface, and Worker Effective Change Interface with additional features such as Child Disability Indicator Field, Include Personal Data By Country Data Section, Roll Up Entry Dated Changes, Number of Additional Pay Periods Integration Attribute, Staffing Event Code in Data Changes Audit Report.

Mass Delete External Payroll Documents
With this, workday improves efficiency for managing external payroll documents by enabling you to mass delete external payroll documents instead of selecting documents for deletion.
CAN Payroll

Workday now supports Records of Employment (ROE) for workers in Canada with multiple jobs.
Workday automatically creates single or multiple ROEs for a worker, depending on the worker’s circumstances and Service Canada requirements. ROEs are now created based on a worker’s multiple positions for a unique company and payroll period schedule. This enhancement keeps Workday as your single source of record for ROE.
Workday now support Pay On-Demand in Canada, providing support to frontline workers. With 2023R1, we provide the ability for Canadian workers to request and obtain a portion of their net pay prior to traditional payment dates. The pay on-demand process is automated, making payments available for settlement as soon as possible.

This page has a mix of features that are automatically available as well as set-up required, please refer “What’s new report” for more details.

Finance and Expense

Journal Insights

Workday continues to enhance Journal Insights functionality by providing anomaly detection by individual journal line amounts. If a journal line debit or credit amount is abnormally high or low based on historical patterns, Workday will flag the journal line as an anomaly, enabling you to make a more informed decision to correct, confirm, or dismiss the anomaly.

Tax Declaration XML Generation
To help you comply with tax reporting requirements faster and more efficiently, we deliver a tax reporting solution that generates an XML file from a tax declaration run. You can upload this XML file to tax authority portals, such as the ELSTER portal for Germany, without having to manually enter the declaration. You can also maintain the integration system that generates the XML file based on the XML Schema Definition (XSD) template provided by the tax authority.

Expense Protect

Workday delivers enhancements to Expense Protect functionality by leveraging machine learning to detect duplicate expenses against paid expenses. When users submit expenses, Expense Protect evaluates them and identifies potential duplicate expenses and provides a risk level and risk insight. This helps expense partners to quickly and easily identify duplicate expenses without having to manually review every expense report, speeding up review process and reimbursement.

Digital Disbursements for Miscellaneous Payment Requests

Workday now supports electronic payments issued to a payee mobile phone number or email address, such as Zelle in the United States, for miscellaneous payment requests. Payees can now provide their email or mobile phone number instead of bank account information for miscellaneous payments and payment integrations, adding more flexibility and convenience.

Journal Insight is automatically available, Expense Protect and Digital Disbursements are “Set-up Required” feature whereas “Tax Dec XML Generation” needs Professional Services Support.

User Experience

Help Experience

Workday now provide constrained security for case creation, enabling you to limit the users and organizations that managers can create for. This functionality reduces the chances of erroneous case assignment, in addition to streamlining the case creation process.
You can inactivate service teams, streamlining your case management experience in Workday Help.
Notifications for Archived Cases – With this Workday plans to improve communication between case owners and case solvers by notifying them about updates to archived cases. This helps reduce the risk of case solvers missing important updates on archived cases.

Home Page Workspace
This is a single place for home page configuration. Workday facilitates streamlined workflows by combining the settings from the Configure People Experience Home Page Content task and the Cards Workspace into the new Home Page Workspace within the existing People Experience Workspace.

Org Chart Accessibility

Workday makes org charts easier to view and understand. We improve the quick navigation on Org Charts, enhance color contrast throughout the entire Org Chart, add accessible options, and improve the org chart user experience.

This page has a mix of features that are automatically available as well as set-up required, please refer “What’s new report” for more details.

Staffing

Working Time – Rule Based Defaulting in Recruiting

This enables you to automatically populate scheduled and default weekly hours for workers in the recruiting business processes using condition rules, providing a more efficient way to assign accurate full-time equivalent (FTE) percentages.

Job Overlap Routing and Service Date Defaulting
Workday provides you with more routing flexibility when workers are in a job overlap position. You can now configure condition rules to specify the job overlap positions you want to exclude from business process routing.
Workday enables you to configure default values for service dates. You can now auto-populate service dates when running staffing business processes. This reduces manual effort and increases efficiency when completing a Hire, Change Job, or other events for a worker.

Staffing related Web-Services

Correct Hire Web Service – Workday delivers you the ability to correct the hire, conversion position, and conversion job profile dates for employees through SOAP web services. This update enables you to mass correct these dates for workers using an integration, improving the user experience.
Create Position and Edit Position Restriction Web Services are now available.

Change Job From Worker Profile

Workday enables you to easily launch Change Job Templates directly from a worker profile. This increases your efficiency by making it easier to find and complete necessary change job actions for a specific worker.

This page has a mix of features that are automatically available as well as set-up required, please refer “What’s new report” for more details.

Time & Absence

Child Disability

Workday enables you to configure Child Disability Indicator as an additional field for leave types. When workers enter leave of absence requests, you can capture this value for global statutory requirements and payroll reporting. You can use this value in calculations for entitlements, leave of absence rules, and eligibility criteria.

Rounding on Automated Accrual Adjustments

With this update, you can apply rounding definitions to front-loaded and as-of-date accrual calculations when you enable automatic accrual adjustments in response to change job events. Rounding on accrual calculations reduces the need for manual adjustments to accruals for workers, and helps to streamline absence management and staffing transfers.

Edit and Approve Time Report

With this update, workday enables managers and administrators to review, edit, and approve time within a single task to save time and improve efficiency.

Route Time Approval by Worktag

With this update workday gives you the ability to route time approvals by Cost Center and Location worktags, making it easier to accurately direct time approvals to the correct manager.

Time Accumulator

Workday continues to improve time accumulator framework and reporting capabilities, helping you minimize the risk of workers exceeding your work hour limits. Workday now enables you to tag time differently when workers exceed their threshold limits and add or deduct time calculation tags from time accumulators to support compensatory time or time off in lieu. You can retroactively run time accumulator calculations for workers who are eligible for threshold rules as of a date range. You can also configure indicator levels for threshold rules so that managers can quickly identify workers approaching or exceeding thresholds through cards in the Time and Scheduling Hub.

This page has a mix of features that are automatically available as well as set-up required, please refer “What’s new report” for more details.

Notifications

Notification Designer

Notification Designer enables you to create branded notification templates to use when sending notifications for specific Workday tasks, job alerts, and custom business processes.
You can Move Notification Template Content, Notification Templates can be migrated using Object Transporter 2.0.

My Tasks
Workday continues to enhance My Tasks, a redesigned Inbox that streamlines the user interface, by enhancing the My Tasks search capabilities. We deliver Advanced Search to enable you to search for tasks using additional parameters, making it easier to find specific tasks. We also deliver Saved Search so that you can save and reuse searches in the future, allowing you to find important tasks more quickly. We also rename multiple My Tasks labels to clearly distinguish them from Inbox labels.

Workday Messaging for Canada

Workday continues to enhance Workday Messaging by expanding support for Canadian phone numbers. Workday Messaging now can provide Canadian phone numbers to companies that operate in Canada, allowing them to send SMS messages to recipients with either Canadian or US phone numbers.

These features are automatically available.

Coreteam helps enterprises get more out of their Workday deployments with tailored success plans and dependable guidance. Contact us today to start transforming your business.