Data Migration & Performance Management
Data Migration & Performance Management
functionality needed for specific tasks or features within the Workday system. User stories are a key
component of the agile project management process, often used to communicate how a particular
feature or functionality should work from the perspective of the user.
User stories are concise, simple descriptions of a feature told from the perspective of the
person who requires the new feature or functionality. They are usually written in the format:
As a [role], I want [feature], so that [benefit].
In the context of Workday, this could be any functionality related to HR, payroll, talent
management, or other Workday modules.
Who will be using the feature? Understand the target audience or user group for the
feature. In Workday, this could be HR administrators, managers, employees, or other system
users.
Workday Modules: Identify which module the user story will pertain to, such as Workday
HCM (Human Capital Management), Workday Payroll, Workday Recruiting, etc.
As a [role]
So that [reason/benefit]
Each user story should be specific, clear, and actionable. You should focus on the who, what, and
why of the feature, but it doesn't need to be overly detailed.
For example:
As an HR administrator,
I want to be able to generate monthly payroll reports in Workday,
So that I can ensure accurate payroll processing for all employees.
As an employee,
I want to be able to update my personal information (address, phone number) directly in
Workday,
So that I don't have to contact HR for minor updates.
Acceptance criteria define the conditions that must be met for the user story to be considered
complete. These criteria outline the expected behavior of the feature and are typically written in a
more technical or specific manner. They are used for testing the feature and verifying that it meets
the user’s needs.
Given that the user is logged into Workday, When they access their personal information
section, Then they should be able to update their contact details and save changes.
Given that an HR admin is generating a report, When they choose the "Payroll Report"
option, Then they should be able to filter by date range and employee department.
Prioritize user stories based on their importance and the impact they will have on the organization or
users. For example, ensuring that payroll reports are accurate and accessible would likely be a high-
priority user story for HR teams.
When writing user stories, use Workday-specific terminology to ensure clarity. For instance, refer to
specific Workday modules, fields, or configurations (like Workday Studio, Workday Integration Cloud,
or Workday Report Writer) when relevant.
Work closely with key stakeholders (such as HR, IT, payroll teams, or business analysts) to understand
the requirements for each user story. Their feedback will ensure that you capture all necessary
functionality and address real-world needs.
Once the user stories are written, they should be reviewed and refined with the stakeholders.
Iteration is a key part of agile development, and feedback helps improve the accuracy and feasibility
of the stories.
1. For an HR Administrator:
Acceptance Criteria: Employees can view their available time off, submit a
request for vacation days, and receive approval notifications.
3. For a Manager:
Workday's Project Management Tools: Some organizations use Workday's internal project
management or task management tools to track user stories, especially if they are using
Workday’s more advanced configurations or customizations.
Jira or Azure DevOps: Many companies use external tools like Jira or Azure DevOps to
manage agile workflows, including user stories, sprints, and backlogs.
Conclusion:
Creating user stories for Workday involves identifying the needs of the users, outlining clear and
actionable goals, defining the expected outcomes, and collaborating with stakeholders for feedback.
These user stories drive the development or configuration of Workday functionalities, ensuring that
the system supports the organization’s HR and business needs effectively.
Data Migration in Workday refers to the process of transferring data from one system (such as legacy
HR, payroll, or financial systems) to the Workday platform. This process is a critical part of the
implementation of Workday, whether it's for a new deployment, system upgrade, or during the
integration of acquired companies or business units.
o Data Discovery: Understand which data needs to be migrated (e.g., employee data,
payroll information, financial transactions, etc.). This step involves reviewing data
sources and formats.
o Data Mapping: Define how the data from the old system will be mapped into
Workday. This ensures the data is correctly aligned with Workday's fields and
structure.
o Data Governance: Determine the rules and guidelines for ensuring the integrity,
security, and compliance of the data during the migration.
2. Data Extraction
o Extract the relevant data from the existing systems (such as legacy HR, finance, or
payroll systems). This often involves the use of custom reports or data exports.
o The data should be cleaned and transformed as needed to make it compatible with
Workday's data model.
3. Data Transformation
o Transform the extracted data into the format required by Workday. This includes
cleaning up, mapping, and structuring the data to ensure it fits Workday’s schema.
o Validation rules are applied to check for errors, inconsistencies, or incomplete data.
This can involve transforming data into a CSV, XML, or other file formats that
Workday accepts.
o Workday Studio or EIB (Enterprise Interface Builder): These tools are typically used
to load data into Workday. EIB is commonly used for simple data loads, while
Workday Studio is a more advanced integration tool for larger, more complex data
migrations.
o The data is loaded into Workday using the predefined formats and mappings created
earlier in the process.
o Testing: After data is loaded into Workday, thorough testing is conducted to ensure
that all data is accurate and properly loaded.
o The testing phase involves checking that data has been correctly migrated, and that
it flows properly within Workday’s functionality (e.g., reports, payroll,
compensation).
o Data validation may include sample checks, reconciliation with the old system, and
ensuring no data is lost during the migration.
o Once the data migration is completed successfully, the system goes live.
o Post-go-live support involves monitoring the system for any issues, providing
training, and making sure that there are no data discrepancies or errors after the
migration.
Enterprise Interface Builder (EIB): EIB allows for the import of large amounts of data into
Workday via XML or CSV files. EIB is a user-friendly, drag-and-drop interface, which is useful
for standard data loads.
Workday Studio: This is a more advanced tool for custom integrations and complex data
migrations, typically used when you need to migrate complex data structures or integrate
Workday with other systems.
Cloud Connect: This Workday tool helps with third-party integrations, particularly for payroll
and benefits providers, helping transfer data between Workday and external systems.
Data Quality: Inaccurate, incomplete, or inconsistent data from the source system can lead
to errors during the migration, making data cleansing and validation an essential step.
Data Mapping: Ensuring the correct mapping of fields between the legacy system and
Workday is crucial, as discrepancies in mapping can lead to data mismatches.
Downtime and Testing: The migration process must be carefully planned to minimize
business disruption, and thorough testing is needed to ensure everything works correctly
after the migration.
1. Plan Early: Early preparation is key to identifying and resolving issues before they become big
problems.
2. Data Cleansing: Ensure the data you are migrating is accurate, complete, and consistent,
especially if it’s coming from multiple systems.
3. Use Workday’s Resources: Leverage Workday’s tools, templates, and best practices to
streamline the migration process.
4. Test, Test, Test: Test the data thoroughly before going live. This includes testing the import
process, business processes, and system integrations.
5. Involve Stakeholders: Keep key stakeholders (HR, finance, IT, etc.) involved in the process to
ensure that the data migration meets their needs.
1. Goal Management
o Goal Setting: Employees and managers can collaboratively set both individual and
team goals aligned with organizational objectives. These goals can be specific,
measurable, achievable, relevant, and time-bound (SMART).
o Goal Alignment: Managers and HR can ensure that individual goals are aligned with
the company’s strategic priorities, helping to drive overall performance.
o Tracking Progress: Workday allows for real-time tracking of progress towards goals.
Employees and managers can update progress on goals throughout the review cycle,
ensuring that adjustments are made if necessary.
2. Performance Reviews
o Manager and Peer Reviews: Managers can assess the performance of their team
members, and the module also supports 360-degree feedback from peers,
subordinates, or external parties (e.g., customers or partners).
o Succession Planning: This tool helps managers identify potential leaders within the
organization and ensure that high-performing employees are ready to step into
critical roles when needed.
o Talent Pools: Employees identified as high potential or ready for advancement can
be placed in talent pools, enabling HR and management to track and manage these
individuals for future opportunities.
o Pulse Surveys: Workday includes tools for conducting pulse surveys, which can gauge
employee engagement and satisfaction, providing feedback to HR and management
teams.
o Recognition: The platform can support recognition programs, where employees can
be recognized for achievements in real-time, which boosts morale and promotes a
culture of appreciation.
Transparency and Alignment: Employees can clearly see how their goals contribute to the
organization's overall objectives, fostering better alignment and transparency.
Employee Development: The focus on goal-setting, feedback, and development ensures that
employees are continuously improving and advancing in their careers.
Workday Recruiting: Recruitment efforts can be aligned with performance data to ensure
that new hires fit into the organization's long-term performance goals and culture.
Workday Learning: Development plans can be tied directly to learning programs, making it
easier to identify training needs based on performance reviews.
Workday Payroll: Performance management data can also flow into payroll systems for
reward and recognition purposes, ensuring that compensation is closely tied to performance.
1. Set Clear Expectations: Ensure that employees understand the performance management
process, the criteria for evaluations, and how their performance impacts their career
development.
2. Train Managers: Provide managers with training on how to use the tools in Workday
effectively, how to give constructive feedback, and how to create meaningful development
plans.
3. Encourage Regular Feedback: Encourage a culture of continuous feedback, not just during
formal review periods, to create an environment of trust and improvement.
4. Leverage Data: Utilize the reporting and analytics tools to monitor trends, identify high
performers, and manage any performance issues proactively.
5. Ensure Fairness: Use calibration tools to maintain fairness and consistency across reviews,
minimizing bias and ensuring that all employees are evaluated on the same criteria.
1. Compensation Management
Base Pay Management: Workday allows organizations to define and manage employees'
base salaries. It supports multiple pay types (hourly, salaried) and ensures pay structures are
aligned with the company’s compensation policies.
Salary Planning & Budgeting: Workday allows HR and finance teams to plan compensation
budgets, track salary increases, and create salary grids based on factors such as geographic
location, skills, and labor market trends.
2. Benefits Administration
Benefit Plans: Workday enables organizations to create, manage, and communicate benefit
plans for employees. Benefits can include health insurance, dental, vision, retirement
savings, and other wellness programs.
Open Enrollment: Employees can enroll in or make changes to their benefits during open
enrollment periods directly through Workday. The system ensures that employees select the
right benefits options based on their needs and eligibility.
Eligibility & Enrollment Rules: Workday automates eligibility rules, ensuring that employees
only have access to the benefits they qualify for. It supports various eligibility criteria,
including employment status, job type, location, or compensation levels.
Benefit Cost Tracking: Workday tracks the cost of benefits, allowing HR and finance teams to
monitor and manage the organization's benefit spending. The system ensures compliance
with legal requirements such as ACA (Affordable Care Act) in the U.S.
Integrated Benefit Management: The benefits module integrates with payroll to ensure that
deductions and contributions are accurately calculated and processed for each employee.
Equity Plan Administration: Workday allows for the administration and reporting of equity
awards, ensuring that stock grants are awarded and tracked accurately according to
organizational rules and schedules.
Tax & Compliance Reporting: The system helps manage the tax implications of equity grants,
ensuring compliance with local regulations and tax reporting requirements.
4. Recognition Programs
Peer-to-Peer Recognition: Employees can also recognize their peers through Workday’s
recognition platform, fostering a culture of appreciation and collaboration across the
organization.
Rewards Catalog: The system allows employees to redeem their rewards for a range of
options, including gift cards, experiences, charitable donations, or other items, ensuring that
rewards are flexible and personalized.
Wellness Benefits: Workday supports the management of wellness benefits, such as gym
memberships, wellness reimbursements, and mental health programs.
Health & Safety: The system can track and administer health-related benefits, as well as
initiatives to maintain employee safety and well-being, promoting a healthy workforce.
Legal Compliance: The module ensures compliance with local, state, and federal regulations
regarding compensation, benefits, and equity plans. Workday helps organizations meet
requirements such as ACA, COBRA, and other legislative mandates.
Reporting and Analytics: Workday offers robust reporting and analytics capabilities,
providing insights into compensation, benefits usage, costs, and trends. Organizations can
monitor the effectiveness of their rewards programs and adjust based on performance and
employee feedback.
Audits and Documentation: The system provides the ability to audit benefits and
compensation plans, ensuring transparency, fairness, and compliance with legal
requirements.
3. Data-Driven Insights: Workday’s analytics provide insights into how rewards and benefits are
affecting employee satisfaction, retention, and performance.
4. Cost Control: The platform helps organizations manage compensation and benefits costs,
offering tools to forecast spending and make adjustments as needed.
6. Compliance & Risk Management: Workday helps mitigate the risk of non-compliance by
keeping track of legal regulations and ensuring benefits and compensation are in line with
the law.
Workday Payroll: Workday’s Rewards and Benefits module integrates with Payroll to ensure
accurate payroll processing, including benefit deductions, tax calculations, and equity-related
earnings.
Workday Performance Management: The Rewards and Benefits module is closely tied to
Performance Management. Compensation, bonuses, and other rewards can be tied to
employee performance reviews, ensuring alignment with company goals.
Workday Talent Management: By tying employee rewards to career development and goals,
Workday helps retain top talent and keep employees motivated.
1. Align Compensation with Organizational Strategy: Ensure that the compensation and
benefits structures support the company’s goals and business objectives.
2. Monitor Market Trends: Regularly review market data and employee feedback to keep
compensation and benefits competitive.
4. Ensure Pay Equity: Regularly check for pay equity across genders, job roles, and other
factors, using Workday's analytics to maintain fairness.
Job description
The Position
As Salesforce Developer at Novo Nordisk, you will be anchoring below
responsibilities:
Develop and maintain Salesforce applications using Apex, Triggers,
Lightning Web Components, and Integration.
Configure Salesforce using flows, validation rules, Reports and
Dashboards, Object and Field Management, and user management.
Manage a DevOps process with version control systems and provide
ongoing maintenance, support, and troubleshooting for Salesforce
applications.
Collaborate with stakeholders, business analysts, architects, and other
team members to understand requirements and deliver high-quality
solutions.
Ensure compliance with pharmaceutical industry processes and
regulations.
1. Understand the Candidate’s Perspective
Example:
"This C2H position is an excellent way to showcase your skills directly to the client, with a clear path
to becoming a full-time employee."
o Present it as a mutual evaluation period for both the candidate and the employer.
o Highlight how the candidate can assess the company's culture, projects, and team
dynamics.
Example:
"You’ll have the chance to experience the company culture and ensure it’s the right fit for your long-
term career."
o Explain that C2H often provides immediate opportunities, especially for in-demand
roles.
Example:
"This role offers market-competitive compensation with immediate onboarding."
o Mention how C2H roles can be stepping stones to long-term opportunities in high-
demand fields.
Example:
"You’ll gain valuable experience working with advanced technologies like OCI and OIC, which will
enhance your career profile."
3. Address Job Stability Concerns
Clarify the hiring intent: Assure the candidate that C2H roles are often designed to transition
into permanent roles once performance expectations are met.
Duration and conditions: Be transparent about the contract duration and conversion
timeline.
Example:
"The company has a strong record of converting contractors into permanent employees within 6
months, provided performance expectations are met."
Example:
"This position is with a globally recognized company known for retaining top talent."
Be honest about the C2H nature of the role and avoid overselling it.
Example:
"During the contract period, you’ll have access to full benefits like health insurance and paid leave."
Use the candidate’s career goals to frame the C2H role as a perfect fit.
Example:
"Since you're aiming to work on advanced Oracle Cloud technologies, this role will give you
hands-on experience while aligning with your long-term goals."
Example:
"Feel free to ask me anything about the role or the transition process to a permanent position."
Sample Pitch
"This is a fantastic opportunity for a seasoned Oracle PaaS Admin like you. While it starts as a
contract role, the client is highly motivated to convert top-performing contractors to permanent
employees within 6 months. You’ll work on cutting-edge projects with OCI, OIC, and WebLogic,
gaining invaluable experience that aligns with your career trajectory. Moreover, it’s a chance to
evaluate the organization and see if it’s the right long-term fit for you."