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Workday Terminology

Do you know your Workday terminology? Review the common terms you will hear surrounding the Workday transition. Also, explore the differences in terminology between Workday and Banner.

Platform

The Workday Platform is the collection of financials, human resources, and payroll components within the Workday system.

Terminology

Workday Platform Terminology
Term Definition
Finance Module A component module within the Workday Platform system. This encompasses all of our budgetary and financial transactions and the various reporting needs for internal and external uses.
HCM Human Capital Management: the HR component module within the Workday Platform system. This encompasses every action for an employee at the university from recruitment through retirement.
Platform The Workday Platform is the collection of financials, human resources, and payroll components within the Workday tenant.

Banner to Workday Terminology Changes

Banner to Workday Terminology Changes
Banner Term Workday Term
Account Code Spend Category
Revenue Category
Ledger Account
Applicant Candidate
Approval Process Business Process
Budget Transfer Budget Amendment
Capital Property Capital Business Assets
Clock In/Clock Out Check In/Check Out
Department Supervisory Organization
Direct Deposit Info Payment Elections
Index Cost Center
Job Labor Distribution Default Org Assignment
Costing Allocations
Labor Distribution Costing Allocation
Leave Time Off/Absence
Organization Cost Center
Paystub Payslip
Work Period
Property Tag Asset Identifier
Query Report
Salary Pay Rate Type
School
College
Academic or Administrative Department
Unit
Vendor Supplier

Workday

General Terminology

General Workday Terminology
Term Definition
Avaap Based in Columbus, OH, Avaap is the Workday implementation partner for Miami's implementation. Avaap has been a Workday Certified Implementation Partner since 2015.
Build A term referring to the pulling together of independent workstreams into a tenant for viewing, assessment of configuration, and testing.
Business Process (BP) Tasks that you can initiate, act on, and complete to accomplish a desired business objective.
Employee A person working for the university, otherwise known as “We couldn’t do this without you.” All university employees are an integral component of this Workday implementation effort, whether directly involved or indirectly impacted.
ERP Enterprise Resource Planning system, such as Banner (migrating away from) and Workday (migrating to).
Functional Area A collection of domain or business process security policies that are related to the same set of product features. For example, Benefits or Student Records.
Security Role/Group Access in Workday is based on user role and security groups. These roles and groups are given access to data, tasks, and information as appropriate.
SOR/SOT System of Record/Source of Truth: the authoritative data source for a given data element or piece of information.
Tenant This is the term for a single Workday environment consisting of all modules in use. Tenant types typically include Implementation, Preview, Test, and Production.
Workbook An Excel file that is leveraged to load data into Workday.
Workstream A term referring to a defined set of project efforts (functional or technical).
Department Supervisory Organization

Contact the Workday Team

Miami University
501 E. High St.
Oxford, OH 45056