Redundant Role Assignments – Who Needs ‘Em??


Something that has always chapped my ass, and has made the maintenance of roles in Workday harder than it needs to be, are redundant role assignments. This can be especially challenging for large clients who need extremely granular supervisory role assignments. The concept here is simple: If your role is set to “Applies to Current Organization and Unassigned Subordinates”, similar to a majority of role-based security groups, you don’t need to assign the role at each individual organizational level. You want to set the role at the highest level possible, and allow Workday to “inherit” that role assignment down the hierarchy. The most common example people know of when it comes to “inherited” role assignments, is the “manager” role.…

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What is Great Customer Service in the Consulting World?


Over the past few months, we have had several people ask – ‘How do you do it?’ – with regard to Kognitiv, Workday, and our ability to acquire business. To me, a lot of it starts and ends with great customer service. I am going to present a couple of examples of very bad customer service, how such bad customer service is a great opportunity for Kognitiv, and explain our approach to consulting services in such situations. We now have dozens of clients, and here are some things we have experienced along the way. Problem: My consultant (contractor, partner, expert) told me what I want in Workday is not possible. Any time we come across a scenario as the one above, it’…

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If a picture is worth a thousand words, why aren't we using them?


Being a tenured member of the ERP community, I’ve done a lot of reporting in my day. A lot. Starting out as a PeopleSoft developer, the tools available to report on enterprise data were plentiful. The options for making that data visually impactful, however, were virtually nil. What options did exist required a lot of cobbling together from disparate tools and systems and warehouses, and as a result, that often meant that by the time the data could be made presentable, the results were stale… yesterday’s news, if you will. But that was then. Enter Workday in 2005: a modern, SaaS-based approach to the age-old organizational cornerstone of ERP. Gone are on-premise hardware requirements, maintenance updates, as well…

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Workday Report Sharing – What Reports Can My Managers See?


In my previous post “Business Process Booklet” I talked about regression testing business processes after making security changes. Today we talk reports. While these two exercises are similar, today we are going to answer a slightly different question: not “how do I know what reports to change when making security updates?” But rather “how can I tell what reports in Workday a certain person or group can see?”; for example, managers. This is actually not an easy task when you really think about it. There are both Custom and Workday delivered reports. The custom reports can be shared with specific users, groups, or the dreaded “All Authorized Users”. The Workday delivered reports are all inherently shared with “all authorized users”…

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Business Process Booklet – If You Don't Know, Now You Know


It is safe to say I have been doing Workday security for quite some time. Over my years I have come across a few reports that no matter what project, client, size, or shape, I use, ALWAYS. The “Business Process Booklet” report is one of those such reports, and I suggest everyone reading this make sure if you don’t have this report in your production tenant already, download and use the definition supplied below to create your own version. (This report seems to be in more than 50% of all Workday tenants even though it is not Workday delivered, at least not that I know of yet, however I'm guessing it will be one day) At a high level…

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