Workday Spring Cleaning: Getting Your Business Processes Cleaned Up for 2023
Business processes – or automated workflows that route a set of tasks to the responsible parties to complete business objectives – are key to effective, scalable Workday functionality. When a business process (BP) is well-designed and maintained, the HR or Finance function is more effective, and efficient and requires fewer resources.
However, it’s important to recognize that BPs are not a “one-and-done” setup. Your organization should consistently come back to review and streamline these workflows, especially when a change in the company or a new Workday release may impact the order or function of the activities. If it’s been a while since you last reviewed your Workday BPs, it might be time for a little spring cleaning. Here are three areas I recommend you start with.
Make Adjustments Related to Workday Updates
Workday updates tend to happen about twice a year. When these releases come out, your team should take some time to make sure you understand what the updates entail and how they might impact different aspects of your BPs so you know how to respond. Since these updates are typically related to security, making the necessary adjustments to keep your programs secure is important.
Utilize the Business Processes You Have Available
You’re already investing a lot in Workday, so make sure you’re taking advantage of all the tools they have available. Two BPs that often fall under the radar are Mass Operations Management and Wage Theft Prevention Notice.
Mass Operations Management is underutilized by a lot of mid-sized businesses and large enterprises. These BPs can help ease the administrative burden when processing high-volume transactions, like locking timesheets after a specified amount of time or initiating payroll sequences. Mass Operations can also streamline across multiple business processes, especially with terminations and rehires, ensuring workflows don’t get stuck and employee inboxes remain unclogged.
The Wage Theft Prevention Notice BP tends to be skipped during implementation, typically because teams misunderstand it or don’t think they need it. Certain states require businesses to provide documentation related to wave theft prevention, and this BP makes it easier to be compliant. You should pay close attention to ensure the Wage Theft Prevention Notice is captured and meets the necessary requirements prior to completing Customer Confirmation Sessions, as well as frequently reviewing it post go live.
Check for Opportunities to Improve Efficiency
One of the main goals of BPs is to add value and efficiency to the organization by streamlining workflows and lining up the stakeholders responsible for each task. Make sure you’re getting the most out of your BPs by taking time twice a year to review your processes and consider whether they are set up in the most effective workflow for your organization.
Ask questions like:
- Is this still the right role to manage this task?
- Is this task necessary to the workflow or does it hold the process up?
- Are we using this BP the way it’s meant to be used?
The time you invest into reviewing and updating your BPs will make up for any time that would be lost to inefficiencies down the road. Cleaning up your BPs is especially important if you haven’t looked at them since implementation. You may have learned new things about the platform since then or have a different perspective of how to integrate Workday BPs into your business practices.
Make Spring Cleaning a Team Activity
Workday BPs are as massively important to your organization’s efficiency as they can feel massively overwhelming to manage. Thankfully, you don’t have to take on the “spring cleaning” alone. Syssero consultants have the Workday expertise and experience (an average of 7+ years, in fact) to ensure your BPs are up to date and adding value to your organization. Through our Access or Ally model, we can perform a “Review & Recommend” service for your BPs to ensure the implementation is clean and the right owners of the reports are set up.
Ready to get started? Let’s break out the mops and dusters to get your Workday BPs in order for the year.