A-E Workday Terms

Browse our glossary of terms below.

A-E | F-O | P-W


Academic Appointments

  An academic appointment tracks an academic worker's time at a university or college. Workday provides three business processes – Add Appointment, Update Appointment, and End Appointment – to track academic appointments for paid and unpaid academic members, including relevant dates, academic unit affiliation, rank, title, and tenure status.
Academic Pay  

An academic appointee’s distinctive pay structure at Yale is based on the individual’s position, funding, FTE, and annual work period/disbursement plan period (for example,  part time vs. full time, and 9 month vs. 12 month).

Academic Staffing   This generally refers to the HCM staffing model unique to faculty or scholarly workers at Yale. In Workday, Academic Staffing is made up of the “Academic Appointments,” “Academic Pay,” and “Period Activity Pay” concepts. Academic Staffing encompasses much of what is currently referred to as the "Faculty Lifecycle."
Academic Tracks   At Yale, distinctions are made among ladder faculty ranks, non-ladder instructional ranks (for example, lecturers, lectors, adjunct and visiting faculty), research ranks, and training. Within these categories there are corresponding academic track types that group the corresponding appointment ranks.
Academic Unit   Academic units provide the basis to manage faculty appointments within Yale’s academic structure.  The academic units are within the Faculty of Arts and Sciences, the Graduate School, and the Professional Schools.
Approver   Designated participants in a business process, with a defined responsibility in this type of event, indicate they approve the proposed action so the business process can proceed.
Business Process   A business process is a sequence of one or more tasks that accomplishes a desired business objective. Examples of business processes are hiring an employee or paying an invoice. Workday delivers a powerful business process configuration tool that enables you to define organization-wide or local business processes and rules. 
Business Title   This is the title created by the department or Supervisory Organization and is used to describe the person's position and responsibility; formerly referred to as the directory or vanity title.
Cash Sale, formerly known as Receipts Identification Form, or RIF   A process for depositing cash and checks with the Treasury Office. 
Chart of Accounts (COA) Charging Instructions, formerly known as PTAEO Charging Instructions   A set of codes used to classify and record financial transactions. 
Condition Rule   A condition that defines the routing of workflow within a business process.
Consolidated Approval   In Workday, a Consolidated Approval step is generated when one role has multiple successful approval actions in a business process.
Contact   Contact in Yale terms is a person with whom you are associated (i.e., a child, spouse, partner). Contact in Workday is the information needed to contact you (i.e., address, phone number).
Contingent Worker   A worker who is not paid directly by Yale Payroll and is not eligible for benefits (i.e., consultants, Vendor Paid Casual, etc.).
Cost Center, formerly known as Org Unit  

Identifies financial responsibility and management for officially acknowledged business units (e.g., departments, sections, etc.).

Cost Center is used for both local and University-level management reporting.
Coverage Change Event   Formerly Qualifying Life Event. 
Dashboard Landing Pages   Several dashboards are delivered with a number of worklets pre-configured that are specific to a functional area, like Talent Management or Workforce Planning. Since these worklets are built with the report writer and report-specific calculated fields, you can copy and modify them if you have unique requirements. You can add additional custom worklets to these dashboards using the report writer.
Delegate, formerly known as Self-assigning assistant (currently used in the Expense Management System or EMS)   A person who completes expense reports or spend authorizations on behalf of another person. Self-assigning assistants in the current Expense Management System (EMS) will become delegates in Workday.
Drill down   Matrix reports enable you to drill down to see underlying data. When you click on a drillable element (such as a drillable field in the table view or a column, line, or pie segment in the chart view), a context menu appears that enables you to select a new View By field. If the Enable Drilldown to Detail Data check box is selected on the Advanced tab of the report definition, you can also select Details associated with the selected report element.
Effective Date   In the Request Compensation Change business process, Effective Date is the date on which the compensation change will take effect. Workday will automatically prorate salary based on the date that is entered, whether or not it is retroactive. 
Effort Certification, formerly known as Effort Reporting, ERS, Maximus   Used to certify the effort of faculty and staff who work on sponsored projects. Principal Investigators certify their own effort, as well as that of others charged to their sponsored projects.
Employee Visibility Date   A field in business processes related to compensation. If the worker is paid on a monthly basis, the Employee Visibility Date should be the last business day of the month. If the worker is paid on a weekly basis, the Employee Visibility Date should be the next pay date, which occurs on the Thursday in the week following today's date.
Event   A transaction that occurs within your organization, such as hiring an employee.
Existing Benefit Elections   Formerly referred to as Benefits Summary. The view in Workday includes both retirement plans you are enrolled in and plans you are eligible to participate in. 
Expense Report, also known formerly as EMS or iExpense   Used to account for out-of-pocket business expenses and all expenses charged to a Yale University Purchasing Card (P-Card). Also, used to clear cash advances for travel and expenses.