Steps to kick-off a successful Workday Deployment

Category: Workday Financials Posted:Sep 01, 2020 By: Robert
Steps to kick-off a successful Workday Deployment | ZaranTech

Getting customers off to a strong start with new technologies is essential to their business and also a secret to their delivery of exceptional employee experience. To do this, HighPoint has developed a deployment method that allows rapid ramp-up and easy configuration of the Workday application. Its 5 stages of planning, architect, prototype and configure, test, and deploy are iterative and enable the client to refine, define, and fine-tune the application.

Here are a few tips on how to best initiate a strong Workday deployment


Creating a positive first impression for users starts with appropriately specifying Workday’s core data structures. During the architect phase, clients decide how to organizationally structure the Workday application. These core data frameworks reflect how business is arranged. Data sets like organizations, task accounts, locations, and compensation plans define the application and set the foundation for creating the employee experience.

Take, as an example, creating a supervisory organization on Workday. In Workday Human Capital Management(HCM), a supervisory organization groups employees into an administration power structure. In the future, the hierarchical structure identifies the circulation of the flow of the business processes, security, and reports.

Making use of a well-defined and designed naming convention for organizational valures will favorably affect the employee experience. Below are some recommended guidelines when creating a well-designed supervisory organization.

  • Use descriptive names that define the feature of the supervisory company.
  • The supervisory company should explain to the worker what duty the company performs in the business.
  • Names should be one-of-a-kind so they are not puzzled with other supervisory organizations.
  • Supervisory organizations with similar functions can be divided into geographical regions or functional duties.
  • Avoid using acronyms
  • Do not use manager names or titles to specify the organization’s name.
  • Employees should not report to themselves.

For a good first impression, the supervisory organization needs to properly show the employee who works for the company, and their location, title, and function. Its style favorably affects the employee experience when it precisely portrays how the company is structured


An instance of a managerial organization on Workday.






WORKDAY provides an out-of-the-box capability that is configurable to meet customer demands. Pre-defined features are developed right into Day as well as are customized and also enhanced to enhance the employee experience. When selecting configuration, customers need to follow the concept of the least privilege principle. This suggests that users only provide employees with details that are exclusively needed for the task.

Additionally, customers should regulate the number of menu items an employee sees. Workday tenants come pre-configured with menu options. This is frequently called an associated activity. It is the list of activities that can be executed and allows the employee to “take action,” meaning to perform a task.


An instance of relevant activities in Workday.

Clients can configure and refine these activities, thus, regulating what employees can see and also do. Clients can make configuration changes to:

  • Role-based security
  • Business process security
  • Worker profile screen
  • Email notices
  • Dashboards, with actionable reports and analytics
  • Mobile application

Clients can also set up Workday’s homepage to make a positive first impression. It enables customers to pick from a listing of pre-configured symbols, or clients have the option to create their own. When creating a homepage, clients ought to thoroughly analyze symbol positioning. The homepage can be created to fulfill the demands of different sorts of employees, from C-suite to the employee.


An instance of an excellent homepage in Day.


Establishing a solid first impression begins from the architect stage. With Workday, the configuration is very easy and enables customers to think through and prototype their style options. Using the principle of least benefit to design decisions offers only the necessary details a staff member requires, and also this, in turn, enables a wonderful Workday employee experience.

These are the related articles that you can check

  1. 5 Tips for a Successful Workday® Deployment 
  2. How to Start a Career in Workday Financials? 
  3. Workday Financial Management – Key Features and Benefits 

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