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Getting Creative with the Workday Request Framework
1. Getting Creative with the
Workday Request Framework to Solve
Your Unique Business Challenges
2. Getting Creative with the
Workday Request Framework to Solve Your
Unique Business Challenges
The Looking Forward with Workday webinar series is evolving to give you insight into
how Workday can support your organization as you respond to the changing needs of
your employees and your business during this challenging time.
3. Workday Confidential
Ashwin Kumar
Product Manager
Workday
Lorena Monde
Financial Systems Analyst
Florida Atlantic University
Deb VerBooks
IT Analyst
Williams
Martha Castro
Business Systems Analyst
Workday
5. This presentation may contain forward-looking statements for which there are risks, uncertainties, and
assumptions. If the risks materialize or assumptions prove incorrect, Workday’s business results and directions
could differ materially from results implied by the forward-looking statements. Forward-looking statements include
any statements regarding strategies or plans for future operations; any statements concerning new features,
enhancements or upgrades to our existing applications or plans for future applications; and any statements of
belief. Further information on risks that could affect Workday’s results is included in our filings with the Securities
and Exchange Commission which are available on the Workday investor relations
webpage: www.workday.com/company/investor_relations.php
Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
unreleased services, features, functionality or enhancements referenced in any Workday document, roadmap,
blog, our website, press release or public statement that are not currently available are subject to change at
Workday’s discretion and may not be delivered as planned or at all.
Customers who purchase Workday, Inc. services should make their purchase decisions upon services, features,
and functions that are currently available.
Safe Harbor Statement
6. Agenda
01 Introduction to the Request Framework
02 Williams – Change Management using the
Request Framework
03 Florida Atlantic University – Request to
Cancel Checks
04 Workday – Requesting Essential Employee
Status During COVID-19
05 Questions
7. Workday Confidential
Request
Framework
Simple process to
request, track, and
help audit changes
within Workday
Custom e-form layout
for self-service
requests
Quick turnaround
from design to
deployment
Provides ability to
audit requests for
Workday changes
Time to Value AuditabilityCustomizable
8. Before the Request Framework
Workday Confidential
Auditability – Who did what and why?
Visibility – How can we track & report on the progress of requests?
Approve Implement VerifyRequest Complete
Multiple Systems – Why must we navigate between multiple systems?
9. After the Request Framework
Workday Confidential
Power of One
Auditability
Visibility
Approve Implement VerifyRequest Complete
11. Workday Confidential
Business
Use Case
Workday production
change management
Implementer &
privileged user
access
Security changes
Production changes
Multiple approvers
adding comments &
attachments
Conditional
approvals required
Match a change in
Workday to a
request and
approvals
Track Approvals Simplify AuditsTrack Requests
12. Before the Request Framework
Workday Confidential
Approve VerifyRequest Complete
Change Management in External System
Reports generated in multiple systems and merged using Excel
Reporting was time consuming
External System
Implement Reporting
13. After the Request Framework
Workday Confidential
Approve Implement VerifyRequest Complete
HCM approver
Payroll approver
Recruiting approver
Approve
Request more information
Based on
Questionnaire
answer
14. Powered by Workday
Workday Confidential
Submitted requests route to approvers
based on questionnaire type,
questionnaire answers, and requester role
If needed, approvers can send back
request for additional details. When a
request is sent back, skip any previous
approvers
Allow an approver to forward to additional
approvers
Custom Reports
Created ‘Close Resolutions’
for robust reporting
Self-service questionnaire to
request Production changes
Business Process
Framework
Request Framework
18. • Report contains submitted
request, approvals, and
completed change details
• When was a change made
and by who?
• Add parameters to run
report by a date range,
requestor, or functional
area
Reporting Requirements
Workday Confidential
Single Report Track approvals On Demand
• Who is the request
waiting on?
• Is the request
approved?
20. • All reports generated in
Workday, with power to
customize as needed
• Production changes
‒ Access requests
‒ Security changes
‒ Configuration changes
‒ Business Process
changes
‒ Migration requests
• Easy to reconcile
‒ Requested Change
‒ Approvals
‒ Change in Workday
Request Framework Benefits
Workday Confidential
Enhanced Reporting Single report Simpler Auditing
21. Lorena Monde
Using the Request Framework to Streamline
FAU’s Cancel Check Request Process
22. Workday Confidential
Business
Use Case
Track and fulfill
employee requests to
cancel checks Automate a labor-
intensive, inefficient,
paper-based
business process
One system &
process to allow 3
separate
departments to
cancel checks
Create a seamless
flow of transit and
storage of
documents
One for All No More PaperAutomate
23. Before the Request Framework
Workday Confidential
Requester
interofficed or
emailed forms
to Cash
Management
Cash Management
team printed,
scanned, & sent
confirmation thru
email or hand-
delivered
Requester prints
and completes
forms
Stop Payment
issued or check
is canceled
All forms were
hand delivered to
Cash Management
to scan and store
on network drive
All paper forms
delivered to
Associate
Controller for
manual review and
approval
Laborious and manual overall process
Overwhelming amount of paperwork and storage
24. After the Request Framework
Workday Confidential
Cash
Manager
Requester Financial
Aid
Requester
Complete
Title IV ROF
Cash
Manager
Automation
Paperless
25. Powered by Workday
Workday Confidential
Cash Management, Payroll
and Financial Aid documents
are attached along the
process
Reporting of all requests &
attached documents
Request jumpstarts with
questionnaire
Automated routing for
Approval
Request Framework
Attachments
Custom Reports
31. • Elimination of need for
resources to scan the
documentation, filing cabinets,
and offsite storage fees
• Reduction in paper and
printing costs
• Reduction in interoffice
mailroom envelopes and
delivery services
• Elimination of time to hand
write paper forms, interoffice
mailroom delivery, scan
documents, manual review and
approval process, and offsite
storage time
• Same-day processing to cancel
checks and stop payments
Request Framework Benefits
Workday Confidential
Cost Savings Speedier Process
32. Request Framework – Organization Impact
Workday Confidential
Eliminated inefficient, cumbersome
paper-based processes
Improved tracking and reporting on
all business forms and approvals
Improved ability to respond to audit
requests from state auditors
Quicker decision-making and status
updates on critical forms and
processes
34. Workday Confidential
Business
Use Case
Giving workers
“essential employee”
status under COVID-
19 guidelines
Who was providing
business critical
functions and needs
to maintain access to
closed offices
Leadership
approvals are
required for
accessing closed
offices
Some locations
require employer
certifications of
essential worker
status
Track Approvals Enable WorkmatesIdentify
36. After the Request Framework
Workday Confidential
Approve Implement IntegrationRequest Complete
37. Powered by Workday
Questionnaire with
conditional routing to Legal
when new reference letters
might be needed
Reference Letters
Country-specific letters that
certify employees should
have “essential worker”
access to otherwise closed
locations
Approved essential workers
added to group for easy
reporting and security access
to reference letters
Request Framework
Custom Organizations
39. • Applies a single approval path
ensuring key decision makers
are not left out of the loop
• One single process used
across teams
• Leveraging HCM data
already in Workday
provides more context for
approvals
• Cross-team integration
including legal review of
reference letters
• The integration at the end
of the process auto-
completes additional steps
that would have otherwise
been done manually
• Provides a seamless
experience for requesters
Request Framework Benefits
Workday Confidential
Consistent Approvals Efficient Process Power of One