This post talks about why you should use workday boomerang integrations and provides some use cases
Reset Accounts for Rescinded Terms
When a person terminates, their account may be deactivated depending on how the business process is configured. When a termination is rescinded after this account inactivation happens, especially if it is done through a Boomerang integration (see Updating Workday Accounts) This solution uses a simple custom report that returns a list of rescinded terminations as
Automate adding End Date to Costing Allocations in Change Job and Termination
This is a guest blog, big thanks to Denise Hanson! When working with costing allocations, setting an end date to the allocation is a necessary manual step. With a boomerang integration, the step can happen automatically in the background. For Change Job, when there is a position change, the allocations on the previous position should
Remove User Based and Role Based Security
When someone Terminates, their account can be deactivated, but some companies take a firmer stance on Security. In one case, when a CFO left the company, the position remained open to backfill. The HRIS team decided they wanted to remove ALL security associated with it, both User based AND Role Based. The Solution is a
Auto enable Service Accounts and Implementers in SBX
This use case allows for Implementer accounts to be disabled in Production but enabled in Sandbox after a weekly refresh. BEFORE AFTER
Update Work Email in Workday
This use case has a couple sub-cases: Add a Work email AFTER on the workers Hire Date This allows system emails to be sent to the pre-hire’s personal email. In order to use this, the ‘prefix’ of the email (everything before the @) must be either stored or easily derived. Remove a Work Email for
Cancel Future Time off Requests for Terminated Workers
This use case allows for all future dated Time Off Requests for a Terminated worker to be cancelled automagically. The use case came about for companies that had a “revolving door” where workers would be terminated and rehired. If the time off request is not cancelled, it would still be in place after the rehire.
Rescind Business Processes
When a Worker terminates, there are sometimes business processes that need to be rescinded, like a future dated on time payment. Using a custom report to capture these processes for terminated workers and a Studio integration, these can easily be automatically rescinded. Additionally, any business process that is rescindable can be handled this way, not
Correct Worker Name Capitalization
Whether it is imported from an outside system or manually entered, sometimes worker names are not in a Proper Case (First letter capital, the rest lowercase). This can be cleaned up automatically using a custom report and a Studio Integration. The custom report should filter for workers whose names are All Capital Letters or all
Update Location Latitude and Longitude in Workday
Some career sites require you to Geocode locations inside Workday. This process can be accomplished using several different methodologies (EIBs, manual), but when the location count grows due to an acquisition, it will be easier to automate this process. Start with a custom report listing locations with blank Latitude and Longitude. This will be used
Update Non-Effective Dated Custom Field on Worker
If you are in a situation where you have a Custom Field on the Worker Object that has to be updated depending on clear parameters, like if they participate in Employee Stock Purchase Plans (ESPP), then a Studio Boomerang can help solve the problem of automating this. Using a custom report that shows the current
Automate Service Date Calculations and Entry
An employee’s service date can change for various reasons, leave, rehire, etc. Each employer has a different formula to adjust an employee’s continuous service date based on a reason. In Workday today, there is no simple interface to configure a matrix of rules governing service date adjustments against employer defined formulas and no automated method
Generate your Own Monthly and Quarterly Currency Conversion Rate Averages for Financial Reporting
Loading daily currency rate conversions from a 3rd party service can be expensive, especially as you start to expand into global markets. By the time you realize, you might be buying 600 currency conversion rates daily. On top of that, add monthly and quarterly average rates for financial reporting. This is a solution to cut
Add Shipping Address Usage Upon Termination
In the situation where pay checks from a Third Party Payroll Provider are shipped to an employee’s work location, there may be a need to, upon termination, ship the final pay checks to their home address. By adding the Shipping usage to that terminated employees primary home contact address after they are terminated, the vendor will
Introducing Gwen Specht
Hi Workday friends, My name is Gwen and I’ve been in the Workday ecosystem since 2014. The modules I typically work in are PATT (Payroll, Absence, Time Tracking) but I spend quite a bit of time in other modules such as Benefits, Compensation, HCM, Onboarding, Projects, and have been starting to learn more about Financials,
Updating Reference IDS
In this scenario, Finance creates Cost Centers, but does not have the security to Edit Reference IDs The company standard is for the Reference ID to match the Cost Center Name. By using a Custom Report that lists Cost Centers whose Reference IDs do not match their Name along with a Boomerang Integration, the process
Use Case: Correcting Misaligned Supervisory Locations
When there is frequent movement of personnel between Locations, it is possible that a Manager may move locations and their Supervisory Organization Primary Location will not be updated to match their new location. This situation is easily correct by using a Custom Report that details Supervisory Orgs whose Primary Location does not match the Manager’s
Use Case: Automatically Close Positions
Sometimes in the course of normal business, during the termination process managers decide to leave the ‘close position’ checkbox unchecked. When business needs change the position may no longer be needed. The simplest way to automate this process is to use a custom report to define exactly the population of positions you want to automatically
Use Case: Mass Deletion of Worker Documents
One company I worked for used a third party performance management tool. We would get exported PDFs of employee reviews at the end of each review cycle and we would load them into Workday. This worked well enough until we were informed that the most recent batch of 3000+ documents were incorrect. My partner in
Use Case: Supporting Vaccination Records
The latest challenge to face HR is how to collect and track vaccination records as we start to return to our offices. Workday, as always, has been on the forefront of this challenge. They have published a post that gives several options for collecting and tracking vaccination data for workers. Of the suggested solutions only
Introducing Eric Young
Hi Boomerang Fans! I have been fortunate enough to find a second career supporting Workday HCM. After many years in Supply Chain roles, I started supporting Workday in 2009 (on version 9!). Since then I have been in both Customer and Consultant roles, growing my expertise continually. While my current focus is Boomerang Integrations, I
Introducing David Epstein
Hi Boomerang Fans!My name is David Epstein and I’ve been doing Workday for over 14 years, since Sept 2006 when I joined Workday as employee #149 as the 2nd “Integration Consultant” (there are now thousands of Workday Integration Consultants world-wide.) After a few years of working with many of the initial 100 Workday customers, I
Introducing Meredith Fox
Hi Boomerang Fans! My name is Meredith Fox and I’ve been working with Workday since before my organization went live in 2017. One of our biggest wins during our implementation was the creation of a boomerang integration that fires during Onboarding, and I’ve been a big fan of boomerangs ever since! Our original Business Process
Introducing Bharat Rathaur
Hi, All Boomerang Fans, My name is Bharat Rathaur and my step into the customer sharing movement started at Rising in Orlando back in 2019 when I randomly ran into David The Sharing Guy, the same guy who taught Workday to me when I started over 10 years ago at a small Workday boutique consulting
Beginner Boomerangs: Hands On
Another in the series of presentations from the recent 9/9 Share-a-thon. In this example we use a Custom Report and an Inbound EIB to accomplish the task of detecting and Rescinding One-Time Payments for Terminated workers. You don’t want to pay them a referral bonus after they’ve left the company, right? This was an introduction
Introduction to Boomerang Uses Cases
We recently participated in the 9/9 Share-a-thon and promised to post the slides from our sessions, so here her the first one as promised! In this session, the team presented 10 use cases that automate mundane tasks in Workday. Each of these can free up time for your HR operations. We hope you find these