Cheat sheet

Workday Pro HCM Core Cheat Sheet

Navigation

Not publishedof exam

NavigationBusiness ObjectsRelated ActionsMy Tasks

Supervisory Organizations

Not publishedof exam

OrganizationsManager ChainCost CenterRole Assignment

Staffing Models

Not publishedof exam

Staffing ModelsPosition ManagementJob ManagementHiring Restrictions

Job Profiles

Not publishedof exam

Job ProfilesJob FamiliesPositionWorker

Compensation

Not publishedof exam

CompensationEligibilityGrade ProfileDefaulting

Security

Not publishedof exam

Security GroupsDomain PolicyBP PolicyActivation

Business Processes

Not publishedof exam

Business ProcessesStep TypesCondition RulesEvent Repair

Report Writer

Not publishedof exam

Report WriterData SourcesMatrix ReportCalculated Fields

Quick Facts

Exam
Workday Pro HCM Core
Audience
Workday customers and partners
Duration
2 hours
Items
50 scored; up to 5 unscored
Result
Pass/Fail; numeric threshold unpublished
Initial attempt
1 Training Credit
Retake
Wait 4 calendar days
Recertification
Exam every 2 years

Six HCM Concepts

Org, staffing, profile, pay, security, process

Supervisory organizationsStaffing modelsJob profilesCompensationSecurityBusiness processes

Supervisory Org vs Cost Center

Supervisory org

  • Manager reporting chain
  • Staffing context

Cost center

  • Financial responsibility
  • Expense rollup

People management versus cost ownership

Organizations

Supervisory org
Management and staffing hierarchy
Superior org
Parent supervisory node
Subordinate org
Child supervisory node
Manager
Leadership role on supervisory org
Company
Legal entity organization
Cost center
Financial responsibility organization
Role assignment
Person or position holds org role
Org hierarchy
Rollup within an organization type

Position vs Job Management

Position Management

  • Persistent vacant seat
  • Restrictions per position
  • Open/filled position reporting

Job Management

  • No persistent vacant seat
  • Restrictions per supervisory org
  • Current headcount reporting

Seat control versus hiring flexibility

Staffing Model Picker

  1. Need approved individual seats→Position Management(Create position first)
  2. Need vacancy history→Position Management(Seat persists)
  3. Need rapid flexible hiring→Job Management(Org-level restrictions)
  4. Different teams need different models→Separate supervisory orgs(Hybrid hierarchy)
  5. Position already exists→Check position restrictions(Before Hire)
  6. Job-management hire blocked→Check org hiring restrictions(Scope: supervisory org)

Staffing Models

Position Management
Persistent approved seats
Job Management
Flexible jobs without vacant seats
Position restrictions
Rules on individual unfilled seat
Hiring restrictions
Rules across job-management org
Vacant position
Seat persists after worker leaves
Close Position
Retire the seat
Staffing model
One per supervisory org
Hybrid hierarchy
Different models across subordinate orgs

HCM Object Chain

Profile defines; position seats; job staffs; worker holds

Profile: catalogPosition: seatJob: relationshipWorker: person

Job Profile vs Position

Job Profile

  • Reusable catalog definition
  • Classifies many jobs

Position

  • Specific staffing seat
  • May remain vacant

Template versus seat

Job Profiles

Job Profile
Reusable job catalog definition
Job Family
Related profiles grouped
Job Family Group
Related families grouped
Position
Seat within supervisory org
Job
Worker staffing relationship
Worker
Person holding job
Job change
Existing worker assignment changes

Compensation

Package
Bundle of compensation rules
Grade
Reference pay range
Grade Profile
Segment-specific range within grade
Salary plan
Base salary arrangement
Allowance plan
Additional defined payment
Eligibility rule
Determines available compensation components
Defaulting
Proposes eligible compensation values

Security Pair

Domain sees data; BP acts on events

Domain: View/ModifyServices: Get/PutBP: Initiate/ApproveActivate pending changes

Domain vs BP Policy

Domain Policy

  • Data and task access
  • View/Modify; Get/Put

BP Policy

  • Workflow participation
  • Initiate/Approve/Rescind

Data access versus event actions

Security Groups

User-based
Maintained membership list
Role-based
Membership follows organization role
Constrained
Access bounded by organization context
Unconstrained
No organization-context restriction
Workday-assigned
System-maintained delivered membership
Functional area
Groups domains and processes

Security Policies

Domain Policy
Secures data, tasks, reports
View
Read secured UI data
Modify
Change secured UI data
Get
Read through web services
Put
Write through web services
BP Policy
Secures workflow participation
Activate Pending Changes
Applies edited security policies

Entry vs Validation Condition

Entry condition

  • Decides step execution
  • False can skip step

Validation condition

  • Checks entered data
  • True blocks step completion

Route step versus block error

Staffing Event Picker

  1. New employee relationship→Hire(Employee path)
  2. New contractor relationship→Contract Contingent Worker(Contingent path)
  3. Existing job attributes change→Change Job(Retain worker)
  4. Worker gains second job→Add Job(Concurrent staffing)
  5. Employee relationship ends→Terminate(Check position vacancy)
  6. Contractor engagement ends→End Contingent Worker Contract(Contingent path)

Business Processes

BP type
Delivered process kind
BP definition
Configured step sequence
BP event
One running process instance
Initiator
Person starting event
Subject
Person affected by event
Approval
Decision gate for actor
Subprocess
Invoked nested process
To Do
Assigned instructional step
Entry condition
Controls whether step runs
Validation condition
Blocks invalid step completion

Cancel vs Rescind

Cancel

  • In-progress event
  • Stops unfinished workflow

Rescind

  • Completed event
  • Reverses completed change

Unfinished versus completed event

Staffing Events

Hire
Start employee employment
Contract Contingent Worker
Start contingent engagement
Change Job
Change existing job assignment
Add Job
Add concurrent worker job
Terminate
End employee employment
End Contingent Worker Contract
End contingent engagement
Cancel
Stop in-progress event
Correct
Edit supported event data
Rescind
Reverse completed event

Report Design Chain

Source sets rows; fields add values; security filters

Data sourcePrimary objectRelated fieldsRunner security

Report Sharing vs Data Access

Sharing

  • Allows report run
  • Controls report availability

Domain security

  • Controls visible data
  • Restricts fields and rows

Run permission never bypasses security

Reporting Picker

  1. Need detailed related-object rows→Advanced report(Choose data source)
  2. Need grouped cross-tab totals→Matrix report(Rows, columns, measures)
  3. Need combined subreports→Composite report(Multiple data sources)
  4. Need visual exploration→Discovery Board(Supported data source)
  5. Need related-object field→Lookup Related Value(Check object path)
  6. Need conditional output value→Evaluate Expression(First true condition)
  7. Need Boolean test→True/False Condition(Group AND/OR)

Report Writer

Data source
Defines report population
Primary object
Defines row instance type
Standard source
Business-object starting population
Indexed source
Preindexed report population
Advanced report
Detailed shareable rows
Matrix report
Grouped measures across dimensions
Composite report
Combines advanced or matrix subreports
Discovery Board
Visual exploration of supported sources
Report sharing
Run access, subject to security
Schedule
Run report on cadence

Calculated Fields

Lookup Related Value
Fetch related-object field
Evaluate Expression
Return first matching conditional value
True/False Condition
Return Boolean from conditions
Concatenate Text
Join text values
Date Difference
Calculate interval between dates
Filter
Limit rows matching criteria

Common Traps

Legacy exam numbers

Older guide: 80% threshold ≠ Current threshold: unpublished

Course enrollment

Program enrollment: no approval ≠ Exam course: coordinator approval

Position vacancy

Position Management: seat remains ≠ Job Management: no vacant seat

Security activation

Policy edit: pending ≠ Activation: runtime access

Event state

Cancel: still running ≠ Rescind: already completed

Report access

Shared: can run ≠ Domain policy: can see

Discovery Boards

Indexed source: supported directly ≠ Matrix report: no prerequisite

Last Minute

  1. 1.HCM Core topic weights: Not published
  2. 2.50 scored; sometimes five unscored
  3. 3.Two hours; result Pass/Fail
  4. 4.Retake after four calendar days
  5. 5.Recommended courses generally optional
  6. 6.Exam enrollment needs coordinator approval
  7. 7.Supervisory org = manager hierarchy
  8. 8.Cost center = financial responsibility
  9. 9.Position Management = persistent seat
  10. 10.Job Management = org-level hiring rules
  11. 11.Domain Policy = data access
  12. 12.BP Policy = workflow actions
  13. 13.Activate pending security policy changes
  14. 14.Data source determines report rows
  15. 15.Sharing never bypasses data security
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