Lafayette Technology

At Lafayette Technology, we specialize in delivering top-notch Workday consulting services. With years of experience in implementing and optimizing Workday solutions, we help businesses unlock the full potential of their Workday investment. Whether you need functional expertise or technical guidance, our dedicated team ensures a smooth transition and ongoing support for your Workday needs.

Step-by-step guide to configure a new Workday HCM tenant

Step 1: Initial Setup

  1. Log In: Access your Workday tenant with your credentials.
  2. Tenant Setup: Navigate to the tenant setup area to configure global settings such as currencies, time zones, and languages.

Step 2: Create Supervisory Organizations

  1. Create Locations: Go to the Locations task and create the necessary locations for your organization.
  2. Create Supervisory Organizations: Use the Create Supervisory Organization task to set up the organizational structure. Define the hierarchy and assign locations.

Step 3: Configure Staffing Models

  1. Select Staffing Models: Choose between Position Management, Job Management, or Headcount Management for each supervisory organization.
  2. Set Hiring Restrictions: Define hiring restrictions for each staffing model, including job profiles and compensation grades.

Step 4: Define Job Profiles and Positions

  1. Create Job Profiles: Navigate to the Job Profiles task and create job profiles with relevant details such as job descriptions and qualifications.
  2. Create Positions: Use the Create Position task to establish positions within the supervisory organizations. Assign job profiles and set hiring restrictions.

Step 5: Set Up Compensation

  1. Create Compensation Grades: Define compensation grades and ranges.
  2. Create Compensation Plans: Set up salary, hourly, and other compensation plans.
  3. Create Compensation Packages: Combine compensation plans into packages for different job profiles.

Step 6: Configure Security

  1. Create Security Groups: Define security groups based on roles and responsibilities.
  2. Assign Security Policies: Assign security policies to control access to data and tasks.

Step 7: Configure Business Processes

  1. Define Business Processes: Navigate to the Business Process Framework and define processes such as hiring, onboarding, and performance reviews.
  2. Configure Steps: Add and configure steps within each business process, including approvals and notifications.

Step 8: Data Load and Validation

  1. Load Data: Use EIB (Enterprise Interface Builder) or other data loading tools to import employee data, job profiles, and other necessary information.
  2. Validate Data: Ensure that all data is correctly loaded and validate the setup by running test scenarios.

Step 9: User Training and Go-Live

  1. Train Users: Provide training sessions for end-users to familiarize them with the new system.
  2. Go-Live: Once everything is set up and tested, go live with your Workday HCM tenant.

Step 10: Post-Go-Live Support

  1. Monitor System: Continuously monitor the system for any issues or required adjustments.
  2. Provide Support: Offer ongoing support to users and make necessary updates to configurations as needed.

Need Help with Workday and Microsoft Entra ID Integration?

At Lafayette Technology, we specialize in helping organizations like yours integrate Workday with Microsoft Entra ID and other systems. Whether you’re looking to set up inbound user provisioning, configure SSO, or optimize your integration, our team of experts is here to help. [Contact us today] to learn more!