Workday Glossary

A

• Academic Appointments track detailed information, eg: Start/End Dates, rank, title, tenure status, academic unit

• Account (in Banner) is now called Ledger Account (in Workday)

• Accounts Payable Payments (in Banner) is now called Expense Reports and Supplier Invoice (in Workday)

• Action: In a Workday business process, there is a task that a worker needs to carry out, which could involve modifying data, giving approval or rejection, or any other relevant action.

• Activity (in Banner) is still called Activity (in Workday)

• Advance Request (in Banner) is now called Spend Authorization (in Workday)

• Affiliate (in Banner) is now called Contingent Worker (in Workday)

• Alert Message [add icon screenshot]: A soft warning message that alerts you about system limitations based on configuration. This message enables you to continue your work without resolving the issue.

• Amendment (in Workday) used to be called Budget Transfer (in Banner)

• Amendment Type (in Workday) used to be called Rule Class (in Banner)

• Annual Leave (in Banner) is now called Annual Time Off (in Workday)

• Annual Time Off (in Workday) used to be called Annual Leave (in Banner)

• Approve (in a Business Process step): When someone must approve an action within Workday for the business process to proceed further. No changes can be made at this step; however, there is an option to send back

B

• Benefits and Deductions (covering Retirement, health, flexible spending, and miscellaneous in Banner) is now accessed by Benefit Elections (a Report) and/or Change Benefits (a Task) (you may search for these in Workday)

• Budget/Organization/Department (in Banner) is now called Cost Center (in Workday)

• Budget Transfer (in Banner) is now called Amendment (in Workday)

• Business Unit (in Banner) is now called Division (in Workday)

• Buying goods and services (requesting, receiving, and paying for goods/services)

C

• Campus Directory (in Banner) is now accessed by searching for "directory" and selecting either Directory by Location - Indexed or Directory by Organization (in Workday)

• Cash Sale (in Workday) used to be called Departmental Deposit (in Banner) 

• Categories of Banner Funds (i.e. Endowments, Restricted Funds, Operating, etc.) (in Banner) are now called Workday Funds  (in Workday)

• Change Selection: Allows us to change the requested data-fields for our report(s)
  Here is a link to a screenshot of the Change Selection icon.

• Chart (in Banner) is now called Company (in Workday)

• Chart of Accounts/FOAPAL (in Banner) is now called Financial Data Model (FDM) (in Workday)

• Check In/Check Out (Time Clock Event) (in Workday) used to be called Clock In/Clock Out (in Banner)

• Clock In/Clock Out (in Banner) is now called Check In/Check Out (Time Clock Event) (in Workday)

• Commitment or Obligation (in Workday) used to be called Encumbrance (in Banner)

• Company (in Workday) used to be called Chart (in Banner)

• Configure and view chart data: Allows us to choose different chart graphs, e.g. pie, line, column, bar, area, or bubble
  Here is a link to a screenshot of the Configure and view chart data icon.

• Contingent Worker (in Workday) used to be called Affiliate (in Banner)

• Contractors/Vendors (requesting, receiving, and paying for goods/services); now called Suppliers in Workday

• Cost Center (in Workday) used to be called Budget/Organization/Department (in Banner)

  • Crosswalk for Cost Center, Activity, and/or Project(s) - These lists are live and may change; so, please do not print or download (as this may mean you are using an outdated list)

• Create Expense Report (task in Workday) used to be called Reimbursement (submit a request for) (in Banner)

  • The Workday process starts with a "Spend Authorization," and is related to the "Payment Elections" and "Credit Card Transactions" Coding tasks.

• Create Spend Authorization: use this Workday task to get travel permission or start a travel request, as detailed in our Expenses Job Aid and here are our Travel/Expense Guidelines and here are our Travel/Expense Guidelines

  • Create Spend Authorization (in Workday) is replacing our Travel Request Form process

D

• Departmental Deposit (in Banner) is now called Cash Sale (in Workday)

• Direct Deposit Information (in Banner) is now called Payment Elections (in Workday)

• Division (in Workday) used to be called Business Unit (in Banner)

E

• Encumbrance (in Banner) is now called Commitment or Obligation (in Workday)

• Expense App/worklet includes Spend Authorizations and Expense Reports (in Workday) which used to be called Advance Request and Accounts Payable Payments (in Banner)

• Expense Reports and Supplier Invoice (in Workday) used to be called Accounts Payable Payments (in Banner)

• Expense/Travel Guidelines

F

• Financial Data Model (FDM) (in Workday) used to be called Chart of Accounts/FOAPAL (in Banner)

• Fund (in Banner) is now called Worktag (Gift, Grant, Designation, Project, Agency, Reserve, etc.) (in Workday)

G

• Gift is a Donor contributions whose usage may be restricted or designated for a specific purpose or time period but does not require the donor to receive anything in exchange for the funds.

• Gift Manager : A person who manages a gift from a Donor.

• Grant: Tracks a specific funding source provided by an outside sponsor (e.g. federal, state, foundation, local) with detailed reporting requirements and requires the sponsor to receive something of value in return for the funds.

• Grant Manager: The principal investigator who typically serves as the lead on a Grant.

H

• Hierarchy: rollup or grouping of an FDM element

• Human Capital Management (HCM): Human capital is the stock of skills that the labor force possesses. It includes employee knowledge, skills, know-how, good health, and education.
  Citation: Goldin, Claudia. "Human Capital" (PDF). In Claude Diebolt; Michael Haupert (eds.). Handbook of Cliometrics.

• I

• Inception-to-Date (ITD) (in Banner) is now called Life-to-Date (LTD) (in Workday)

J

• Job Requisition (in Workday) was called PAF (Personnel Action Form) (in Banner). See also Start Job Requisition, a task in Workday.

• Jobs Summary (in Banner) is now accessed by navigating to Profile > View Profile > Job (in Workday)

• Journal/Accounting Adjustment (in Workday) used to be called Journal Entry (in Banner)

• Journal Entry (in Banner) is now called Journal/Accounting Adjustment (in Workday)

• Journal Source: the type of activity or transaction (i.e. Accounting Adjustment, Customer Invoice, Customer Cash Sale, Credit Card Transaction, etc.)

k

L

• Leave Balances (in Banner) is now accessed by navigating to Menu > Absence > Absence Balance (in Workday)

• Leave Report (entering sick/vacation leave in Banner) is now called Request Absence (in Workday)

• Ledger Account (in Workday) used to be called Account (in Banner)

• Life-to-Date (LTD) (in Workday) used to be called Inception-to-Date (ITD) (in Banner)

• Location (in Banner) is still called Location (in Workday)

M

• Matrix Report : A custom report forming the foundation for custom analytics. It summarizes data by 1 or 2 fields that contain repeating values. The resulting matrix is displayed as either a table or chart that users can drill through to see the associated details. You control the specific detail data users should see when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such as filtering, run time prompts, worklets, and report sharing.

• Modify : The permission to view and gain direct access to securable items through the Workday user interface. 

N

O

P

• PAF (Personnel Action Form) (in Banner) is now called Job Requisition (in Workday). See also Start Job Requisition, a task in Workday.

• Pay Information (covering Direct deposit allocation, earnings and deductions history, and pay stubs in Banner) is now accessed by navigating to Menu > Pay (in Workday)

• Paying Contractors/Vendors (requesting, receiving, and paying for goods/services); now called Suppliers in Workday

  • Create/View/Edit Purchase Requisition Job Aid

  • Create/Edit Receipt Job Aid (when you receive the gods/services)

  • Create/Edit/Cancel Supplier Request Job Aid (when you have to set up a supplier of goods or a contractor for services)

• Payment Elections (in Workday) used to be called Direct Deposit Information (in Banner)

• Payslip (in Workday) used to be called Paystub (in Banner)

• Paystub (in Banner) is now called Payslip (in Workday)

• PO Request (in Banner) is now called Requisition (in Workday)

• Program (in Banner) is still called Program (in Workday)

Q

R

• Reimbursement (submit a request for) (in Banner) is now called Create Expense Report (task in Workday)

• Related Actions Icon: Three horrizontal dots to the right of many interactive aspects of Workday; this icon is a navigation tool that gives access to many helpful actions related to the item (person, task, report, etc.). As always, options are dependant on your security/access.
  Here is a link to a screenshot of the Related Actions icon.

• Request Absence (in Workday) used to be called Leave Report (entering sick/vacation leave in Banner)

• Requisition (in Workday) used to be called PO Request (in Banner)

• Rule Class (in Banner) is now called Amendment Type (in Workday)

S

• Spend Authorization (in Workday) used to be called Advance Request (in Banner)

• Supplier (in Workday) used to be called Vendor (in Banner)

• Paying Suppliers (requesting, receiving, and paying for goods/services); used to be called Vendors in Banner

  • Create/View/Edit Purchase Requisition Job Aid

  • Create/Edit Receipt Job Aid (when you receive the gods/services)

  • Create/Edit/Cancel Supplier Request Job Aid (when you have to set up a supplier of goods or a contractor for services)

T

• Tax Forms (covering W4 Information, W2 Form, Electronic Consent Form, and W-2c Corrected Wage and Tax Statement in Banner) is now accessed by navigating to Menu > Pay > My Tax Documents (in Workday)

• Tenant: The server environment of Workday. We have a 

  • Production tenant (where we all do our work), a 

  • Sandbox tenant (cloned from our production tenant, each Saturday), and a 

  • Sandbox Preview tenant (where new and updated features are tested, usually in February and August, and updates usually are applied in March September)

• Travel/Expense Guidelines

• Travel permission / travel request: If you need to have travel expenses approved, you will need to use the Workday task Create Spend Authorization, detailed in our Expenses Job Aid and here are our Travel/Expense Guidelines

  • Our Travel Request Form process is being replaced by the Create Spend Authorization (in Workday)

U

V

• Vendor (in Banner) is now called Supplier (in Workday)

• Paying Vendors/Contractors (requesting, receiving, and paying for goods/services); now called Suppliers in Workday

  • Create/View/Edit Purchase Requisition Job Aid

  • Create/Edit Receipt Job Aid (when you receive the gods/services)

  • Create/Edit/Cancel Supplier Request Job Aid (when you have to set up a supplier of goods or a contractor for services)

W

• W4 and State Tax Elections (in Banner) is now called Worker Tax Elections (in Workday)

• Workday: The proper spelling and capitalization for the name of this product. Our legal agreements with this company include strict requirements for using their name and logos. Workday has a public document covering their Trademark Usage Guidelines.

• Workday Funds  (in Workday) used to be called categories of Banner Funds (i.e. Endowments, Restricted Funds, Operating, etc.) (in Banner)

• Worker Tax Elections (in Workday) used to be called W4 and State Tax Elections (in Banner)

• Worktag (Gift, Grant, Designation, Project, Agency, Reserve, etc.) (in Workday) used to be called Fund (in Banner)

  • Worktags Quick Reference Guide

X

Y

Z