Workday Finance Architect

REQUIRED SKILLS 1. Workday Architecture Expertise :

o Deep understanding of HCM (Human Capital Management), Finance, Materials Management, and Accounts Payable (AP) configurations.

o Skilled in process improvement and optimization within the Workday ecosystem.

o nalyze current workflows and configurations to determine if modifications are necessary.

o Provide strategic guidance on the best approach to implement modifications when required.

o Support prioritization efforts to balance incoming requests for enhancements and fixes while maintaining system stability.

o Manage and optimize existing features (e.g., benefits module) to ensure they meet operational needs.

4. Support for Current and Future Requests :

o ddress the increasing volume of requests from end-users for new enhancements and fixes.

CUSTOMIZATION IN WORKDAY

1. Custom Fields :

o Workday allows users to create custom fields to capture additional data specific to the organization.

o This is done using the Workday Studio or built-in configuration menus where administrators can :

• ? Define new fields.
• ? ttach them to specific business objects (e.g., employees, accounts, or invoices).
• ? Ensure they follow standard Workday data structures.

o Example : Adding "Project Code " field to track financial entries linked to specific projects.

2. Establishing Parameters :

o Business Process Framework : Workday uses this framework to define how tasks flow. Parameters like approval steps, notifications, and conditions are adjusted through drag-and-drop tools or dropdown selections.

o Example : Configuring an approval chain for expense reports to route requests through specific roles.

o Parameters for modules like HCM and Finance (e.g., payroll calendars, tax codes, or employee types) can be customized through administrative settings.

3. Customizing Modules :

o Delivered Functionality : Workday comes with pre-built modules for HCM, Finance, SCM, etc., that have configurable options to adapt them to organizational needs.

o Example : In the Benefits module, you can configure plan types, enrollment windows, and eligibility rules without writing code.

o Integrations and APIs : Workday also supports external integrations using its Integration Cloud, which does not require custom programming but relies on configuration templates.

4. Dashboards and Reports :

o Drag-and-Drop Design : Workday provides user-friendly interfaces for creating tailored dashboards or advanced analytics.

o Example : Setting up a manager's dashboard to include reports on team performance, budget summaries, and recruitment metrics.

Key Advantages of This No-Code Model

When Custom Code is Required