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Below is a glossary of terms related to Workday and NWACC's business processes. These terms focus on project structure, processes and technology. You can also find PDF format in the Workday training section. If you have recommendations for changes to the terminology, contact email@example.com.
|Application||A compact report displayed as an icon on your Home page, providing easy access to
tasks and information you use on a regular basis.
Example: Applications include Pay, Personal Information, Benefits, and Expenses.
|Approve (business process)||An action in a business process that designated participants select to progress the event to the next step.||Manager|
|Business Object||Objects used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to rows and columns in a spreadsheet. Workday links related business objects: a worker is associated with a position, the position to a job profile, and so on.||Manager|
|Business Process Definition||The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do them. Workday includes a number of pre-defined business processes for different purposes. You can edit the default definitions for your organization. You can also create different versions of the same business process for different organizations.||Manager|
|Business Process Instance||
A business process that the initiator has started.
Example: The Hire Employee for Organization X business process definition becomes an instance when the initiator uses it to hire a particular prehire.
|Cancel (business process)||An action you can take on a business process. Canceling a business process stops the workflow in progress and reverses changes made to data. You can't cancel a completed business process; you must rescind it. A securable action in a business process security policy.||Manager|
|Contextual Custom Report||A custom report created from the related actions menu of a Workday object by selecting Reporting > Create Custom Report from Here. Simplifies choices of data and fields to those related to the context of the object.||Manager|
|Correct (business process)||An action you can take on a business process. Correcting a business process changes a specification or data in the workflow while in progress. It is also a securable action in a business process security policy.||Manager|
|Dashboard||A specialized landing page containing a set of pre-configured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the report writer.||Manager|
|Data Source||A data source defines a set of business object instances for reporting purposes. Allows reporting access to all business objects related to those in the data source.||Manager|
|Delegation (business process)||An action you can take in a business process if you have been assigned a task. You can request the task be delegated. Requesting a delegation change is a business process that may require approvals and may or may not be included in your organization's configuration.||Manager|
|Deny (business process)||An action you can take on a step within a business process. When you deny a business process, the business process is terminated and all Workday data is restored to its state before the business process started. To restart the business process, you need to submit the process again, and redo all previously completed steps.||Manager|
|Drilldown||A feature to view more data in a matrix report. When you click on a drillable element (such as a drillable field in the table view or a column, line, or pie segment in the chart view), a context menu appears that enables you to select a new View By field. If the Enable Drilldown to Detail Data checkbox is selected on the Advanced tab of the report definition, you can also select details associated with the selected report element.||Manager|
|Event||A business process transaction that occurs within your organization, such as hiring or terminating an employee.||Manager|
|Field (reporting)||Contains data related to a particular primary or related business object within Report Writer.||Manager|
|Filter||A clickable icon used to narrow down data. Clicking this icon will create a row on your report where you filter data to display from one or more columns.||Manager|
A collection of domain or business process security policies that are related to the same set of product features, for example, Benefits or Compensation.
Example: Workday HCM includes functional areas such as Benefits, Talent & Performance, Absence, and Manager or Employee self-service. Each of the Workday solutions (like Workday HCM and Workday Financial Management) is grouped into distinct functional areas.
|Home||Your default page containing applications, search, notifications, Inbox, and your profile icon main menu.||Employee|
|Initiation Step||The first step of a business process.||Manager|
|Initiator||The user that initiates the business process instance.||Employee|
One unique occurrence of a business object.
Example: Your executive management organization, or John Doe, the worker.
|Matrix Report||A custom report forming the foundation for custom analytics. It summarizes data by one or two fields that contain repeating values. The resulting matrix is displayed as either a table or chart that users can drill through to see the associated details. You control the specific detail data users should see when they drill down by selecting the desired fields when defining the report. Matrix reports also provide features such as filtering, run time prompts, worklets, and report sharing.||Manager|
|Modify (permission)||The permission to view and gain direct access to securable items through the Workday user interface. It includes view permission.||Manager|
|Reassign Task (business process)||An action you can take on a business process where you can request for a task to be reassigned. This may require further approvals.|
|Related Business Object||
When defining a report, fields that return objects related to the primary business object are said to contain related business objects. These related objects may have their own set of fields that can be included in the report.
Example: You create a report using employee as your business object. To find the total default annual compensation defined for an employee's position, you need to access a related business object off of employee, which would be position.
|Rescind (business process)||An action you can take on a business process to completely reverse all changes made to Workday data in a completed business process. A task must be successfully completed to perform this action.||Administrator|
|Roles||A group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.||Manager|
|Security Group||A collection of users, or a collection of objects that are related to users. Allowing a security group access to a securable item in a security policy grants access to the users associated with the security group.||Manager|
The object that a business process operates on.
Example: For business processes that deal with an employee record, the target is the employee. Because the target determines the organization, it controls which business process custom definition Workday uses.
A step, either standalone or in business process, that you must complete.
Example: Notifications or Inbox alerts are triggered by steps in a business process.
|To Dos||Reminders to do something outside of Workday. They can be part of business processes, and have to be marked complete before the workflow will go to the next step.||Employee|
|View (business process)||A securable item used to allow members to view status of a business process and report on it. A securable item in a business process security policy.||Manager|
|Worktag||A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.||Employee|
|Ad Hoc Requisition||Request a non-standard good not found in the catalog. If you do not know all of the details, the buyer can fill them in later when processing the requisition.||Employee|
|Expense Reports||The output of money from an individual or group to pay for an item or services. You can create your own expense reports. You can also create them on behalf of other workers when delegated, or if you have security access to the Create Expense Report for Worker task.||Emplooyee|
A year period, without regard to the calendar year, where a company or government determines their fiscal condition. Fiscal years within Workday are created only within fiscal schedules. Each year within that schedule must share the same posting intervals – what differs is the end date from one year to the next.
Example: In a 4-4-5 fiscal schedule, the end date of period 1 might be January 23 for fiscal year 2010 and January 25 for fiscal year 2011, but both years share January as period 1.
Tracks spend for physical objects, which can be expensed, capitalized, or issued to a worker.
Example: Include office supplies, IT hardware and software, etc. Purchase orders for goods will display information related to a purchase item, including item description, unit of measurement, and unit price.
|Procurement||The act of gaining goods or services from an external source. Procure-to-pay functionality within Workday includes: spend for goods, services, contingent workers, and project-based services; managing supplier contracts, requisitions, purchase and change orders, receipts, goods and services sourcing, and requests for quotes; maintaining purchase items, catalogs, supplier links, and a supplier portal; configuring requisition access to spend categories, catalogs, and supplier links; tracking and analyzing time, activity, and spend; and creating receipt accruals for approved, un-invoiced receipts.||Employee|
|Project-Based Services||Tracks spending for a project or task-oriented endeavor. Purchase orders for deliverable project-based services will display information related to a project including tasks and phases.||Manager|
|Purchase Item Groups||A way to organize goods and services not associated with a supplier or supplier contract. Purchase items can be grouped to facilitate searching, item selection, and reporting. An item might belong to more than one purchase item group.||Manager|
|Purchase Items||Goods and services that are not associated with a supplier or supplier contract. Create or edit each purchase item. They differ from supplier catalog items.||Manager|
|Purchase Order||Commercial document and official offer from the buyer to seller. In Workday, you create or edit purchase orders before issuing them to suppliers. Purchase orders based on requisitions can be automatically created.||Employee|
|Requisition||Request to purchase goods, services, and contingent labor. To request contingent worker services, use job requisitions.||Employee|
|Requisition Templates||A collection of goods and services that make the requisition process simpler, faster, and more manageable. Can also control access to private, shared, and public templates.||Manager|
|Resource||Any item you want to track, from company vehicles to software licenses and access cards. For capital resources, you can capture the acquisition cost and record depreciation based on the depletion schedule attributes. You can also track resource custodianship.||Manager|
|Search Catalog||A catalog of available goods, as well as supplier catalog items. Organizations' catalogs will vary.||Employee|
Services procurement tracks spending for services that are cost-based and not based on quantity.
Example: Include, Maintenance and Warranty services.
|Spend Authorization||A budget of expenditures you plan to make for a future purpose. Your organization may require you to obtain pre-approval for anticipated expenditures before entering actual expenses in Workday. Spend authorizations act as a cost control or expense policy compliance tool. The process of creating a spend authorization is initiated by the worker, not the manager. Managers take actions on spend authorizations after they are submitted for approval.||Employee|
|Spend Categories||A way to organize, track, and report on business assets. All trackable items must
have a spend category. It is likely that the business asset you want to track is already
associated with a spend category. Spend categories are a prerequisite for capitalizing
business assets and tracking custodianship. For capitalized business assets, make
sure that the spend category has a depreciation profile associated with it.
A spend category is also used as a way to derive the correct ledger account to be used for the accounting journal. You can specify this in the posting rules for business assets.
|Supplier||A business entity from whom you purchase goods or services.||Manager|
|Suppleir Groups||A way to organize suppliers of different goods and services into one or many groups that you find useful. Groups are a way to categorize suppliers for reporting and selection. They are also available for use in account posting rules, but not recommended as they are not required, and each supplier can have multiple groups.||Manager|
|Supplier Request||A proposal made out to the source of goods or services that are requested. There is a supplier request business process available to those who have authorization. Once given, as the initiator, you are required to fill minimal information about the suppliers you wish to add, such as name and contact information.||Manager|
Human Capital Management
|Application||Absence||An application linking you to common actions and views related to time off, including time off correction, leave of absence, view your time off, and time off balance.||Employee|
|Application||Benefits||An application linking you to common actions and views related to benefits, including change benefits, beneficiaries, and dependents. View your benefit elections and current benefits cost.||Employee|
|Application||Career||An application linking you to common actions and views related to your career, including refer candidates and view your certifications, education, languages, job history, and awards.||Employee|
|Application||Compensation||An application linking you to common actions and views related to compensation including comparing a direct report’s pay and salary range to others on the team. Use this application to request one-time payments, stock grants, and compensation changes for your team, and to view their compensation history.||Manager|
|Application||Dashboards||An application containing key management reports and actions.||Manager|
|Application||Directory||An application linking you to common actions and views related to your organization's directory. You can view a list of your coworkers and see information about other workers in the company, including their work addresses and phone numbers. You can also view your organizational chart, your management chain, and organizations to which you belong.||Employee|
|Application||Expenses||An application linking you to common actions and views related to expenses, including creating and editing expense reports and viewing expense policies, reports, transactions, payment elections, and recent expenses.||Employee|
|Application||Favorites||An application containing favorite reports and tasks for easy access.||Employee|
|Application||My Team||An application linking you to common actions and views related to your team including viewing your direct reports and their employment information. Transfer, promote, or change the job of a direct report.||Manager|
|Application||Pay||An application linking you to common actions and views related to your pay. You can use this application to access withholding elections and payment elections and to view payslips, total compensation, bonus and one-time payment history, tax documents, and allowance plans.||Employee|
|Application||Performance||An application linking you to common actions and views related to performance, including viewing goals, reviews, feedback received, and skills.||Employee|
|Application||Personal Information||An application linking you to common actions and views related to your personal information, including changing your contact and personal information (such as addresses, email, and phone numbers), emergency contacts, photo, legal name, preferred name, and government IDs.||Employee|
|Application||Recruiting||An application linking you to common recruiting actions and views, and a list of recent requisitions. Depending on your role, you can find candidates, invite candidates to apply, create a job application on behalf of an individual, open your job requisitions, search for requisitions by their status, or search all requisitions by name and search for referrals.||Manager and Recruiter|
|Application||Spend Management||An application linking you to common actions and views related to spend management, including viewing your team’s total spending and its details and viewing team members’ expense reports.||Manager|
|Application||Talent||An application linking you to common actions and views related to talent, including managing a succession plan, assessing potential, and giving and getting feedback, and viewing a talent snapshot.||Manager and Recruiter|
|Application||Team Time Off||An application linking you to common actions and views related to your team's time off, including managing your direct report’s time off requests, correcting time off requests, and placing employees on leave.||Manager|
|Application||Time||An application linking you to common actions and views related to your time, including entering your time and viewing your time off balance.||Employee|
|Application Header||Main Menu||
The main menu displayed on the home page that displays your profile photo, notifications,
and Inbox. A yellow count badge displayed for pending notifications or Inbox items,
and these menu options:
|Application Header||Inbox||Displays a count for your action items and takes you to your Inbox.||Employee|
|Application Header||Notifications||Displays a count for your new notifications and takes you to your Notifications page.||Employee|
|Application Header||Search||A field on the home page that enables you to find tasks, reports, and people within
your organization. Search allows you to narrow results by categories including common,
organizations, and all of Workday. Search also allows you to filter results by specified
For example, if you select the Find Jobs task, you can sort results by organization, location, worker type, etc.
|HCM Terminology||Benefit Event||An event that gives you the opportunity to change your benefit elections. These include staffing changes (such as getting hired or promoted) and life events (such as getting married or having a child).||Employee|
|HCM Terminology||Business Process||A business process in Workday includes tasks that you can initiate, act on, and complete
in order to accomplish a desired business objective. Business processes are created
using a combination of actions, approvals, approval chains, To Dos, or checklists.
An action can be a single task or subprocess, which is also a combination of actions,
to dos, or checklists. Within the process, conditions can be defined to identify whether
a step will be initiated. Notifications can also be created to let a Workday user
know that a step has begun or been completed, or that a particular review response
Examples of business processes include Hire, Change Job, Request Compensation Change, Terminate Employee, etc.
|HCM Terminology||Contingent Worker||A worker who is not an employee. You can use contingent worker types, such as contractor or consultant, to categorize and track contingent workers in your organization.||N/A||Manager|
|HCM Terminology||Functional Area||A collection of domain or business process security policies that are related to the same set of product features, for example, benefits or compensation.||N/A||Employee|
|HCM Terminology||I-9||An employment eligibility verification. A document all workers must complete to verify the identity and employment authorization of each employee.||N/A||Employee|
|HCM Terminology||Life Event||A benefit event that occurs in your personal life, such as getting married or having a child.||N/A||Employee|
|HCM Terminology||Open Enrollment Event||A type of enrollment event. This event controls the benefits open enrollment process. Unlike benefit event enrollment, which is triggered by a life event or job change, an open enrollment event applies to an entire employee population.||N/A||Employee|
|HCM Terminology||Performance Review Process||A process where you receive formal feedback on your performance during a given period of time. This process includes a performance evaluation.||N/A|
|HCM Terminology||Supervisory Organization||Supervisory organizations group workers into a management hierarchy and are the primary organization type in Workday HCM. All workers are hired into supervisory organizations. Organization assignments such as company, cost center, and region can be configured for supervisory organizations, and unique business processes can be configured for them as well.||N/A||Manager|
|HCM Terminology||Talent Reviews||A process in Workday that enables you to gather, evaluate, and report on a range of employee talent information such as skills and experience, performance and potential, career interests, and mobility preferences. The configuration of the talent review template, the Talent Review business process, and your security determine which actions employees and managers take during a talent review.||N/A||Manager|
|HCM Terminology||W-4||Your withholding allowance certificate. This will inform an employer how much income tax to withhold from your paycheck.||N/A||Employee|
|HCM Terminology||Worker||An employee or a contingent worker.||N/A||Manager|
|Task Page Icon||Actions and View||Buttons for commonly grouped tasks and reports. Accessed through worklets.||Employee|
|Task Page Icon||Add Button||A clickable button that lets you add additional information to any task.||Employee|
|Task Page Icon||Alert Message||Soft warning message that alerts you about system limitations based on configuration. This message enables you to continue your work without resolving the issue.||Employee|
|Task Page Icon||Attachment Icon||A clickable icon that lets you attach .pdf files, Word, and Excel documents to a task.||Employee|
|Task Page Icon||Back Button||A clickable button that returns you to the previous page.||Employee|
|Task Page Icon||Calendar||A clickable icon that opens a calendar to select a date.||Employee|
|Task Page Icon||Cancel button||A button that disregards a change.||Employee|
|Task Page Icon||Edit Button||A clickable button from the Payment Elections in the Pay application that you can use to change your account information.||Employee|
|Task Page Icon||Chart||A clickable icon used to view a report as a chart.||Manager|
|Task Page Icon||Comments Icon||A clickable icon you can use to leave comments for yourself or other users for a particular page or task.||Employee|
|Task Page Icon||Configure Applications||A clickable icon on the home page where you can configure the applications that appear on your home page. Depending on your organization's configuration, some applications may be required, while others are optional. This icon can also be used as a Settings icon.||Employee|
|Task Page Icon||Continue Button||A clickable button that advances you to the next page or the next step in your task's process.||Employee|
|Task Page Icon||Delete Row||A clickable icon that removes the current row from a grid.||Employee|
|Task Page Icon||Details||A clickable icon that opens additional information relating to your task.||Employee|
|Task Page Icon||Done Button||A button that closes a confirmation screen.||Employee|
|Task Page Icon||Edit Icon||A clickable icon that enables the user to add and remove information on the page.||Employee|
|Task Page Icon||Error Message||Hard warning message that alerts you when there is a critical error. An error must be corrected to move forward in a process or to enable your configuration.||Employee|
|Task Page Icon||Excel||A clickable icon used to view a page as an Excel file. This can be restricted using the domain Export to PDF and Excel.||Manager|
|Task Page Icon||Filter||A clickable icon used to narrow down data. Clicking this icon will create a row on your report where you can filter data to display from one or more columns.||Employee|
|Task Page Icon||Location, Phone, Email icons||Located in the Worker Profiles. Location is location of the worker, email is the email address of the worker, and phone is the phone number the worker has on file.||Employee|
|Task Page Icon||More Button||A button that displays several additional choices based on the business process.||Employee|
|Task Page Icon||My Account Preferences||Account information located in your main menu. Allows you to alter certain account information such as changing your password, changing your preferences, and managing your password questions.||Employee|
|Task Page Icon||Next Button||A clickable button that advances you to the next page or the next step in your task's process.||Employee|
|Task Page Icon||OK Button||A clickable button to accept and save your changes.||Employee|
|Task Page Icon||Open Button||A clickable button to open the desired task.||Employee|
|Task Page Icon||View Printable Version PDF||A clickable icon used to view a page as a printable PDF file. This can be restricted using the domain, Export to PDF and Excel.||Employee|
|Task Page Icon||Add Row Icon||A clickable icon to add a row to the current grid.||Employee|
|Task Page Icon||Progress Bar||The bar tracks your progress working through a task. It also allows you to move forward or return to a previous page within the task.||Employee|
|Task Page Icon||Prompt||A clickable icon that presents a list of options for a specific field.||Employee|
|Task Page Icon||Related Actions||A clickable icon that enables the user to perform additional actions for an object. Possible actions include viewing your current benefit elections, editing your contact information, and requesting time off.||Employee|
|Task Page Icon||Remove Button||A clickable icon that deletes an area.||Employee|
|Task Page Icon||Request Absence Button||A clickable button to request absence from the Request Absence worklet.||Employee|
|Task Page Icon||Required Field Indicator||A field with a red asterisk indicates you must enter a value for this field before saving or submitting the page.||Employee|
|Task Page Icon||Save Button||A clickable button to save the item you are working on.||Employee|
|Task Page Icon||Save for Later Button||A button that saves the item in your Inbox until action is taken.||Employee|
|Task Page Icon||Sign Out Button||A clickable button to sign out of the Workday system.||Employee|
|Task Page Icon||Submit Button||A clickable button to accept and submit your changes, while advancing the business process to the next step.||Employee|
|Task Page Icon||Tag||A clickable icon to insert a CRF into notifications, emails, and other communications.||Employee|
|Task Page Icon||View Team||A clickable icon that links directly to an organized chart of your team and organization. Can be accessed from the Worker Profile.||Manager|
|Terminology||Org Chart||A visual depiction of how an organization is structured. It outlines the roles, responsibilities, and relationships between individuals within an organization.||N/A||Employee|
|Terminology||Worker Profile||Your continuously updated page. It provides a quick view of your experience, skills, education, and projects.||N/A||Employee|
|Terminology||Applications||A compact report displayed as an icon (a tile or a bubble) on any landing page, providing easy access to tasks and information you use regularly. Examples: My Leadership Roles, Open Positions, and Anniversaries.||N/A||Employee|
|Terminology||Worktag||A named attribute you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.||N/A||Manager|
|Additional Payment||An off-cycle payment made in addition to a worker’s scheduled on-cycle payment. You can process additional payments as part of a manual payment or on-demand payment.||Manager|
|Balance Period||The period of time, such as current period, month-to-date, quarter-to-quarter, or year-to-date, over which Workday calculates a pay component value.||Manager|
|Compensation Element||Smallest unit of compensation for a worker in a specific position. Workday uses compensation elements to determine the amount, currency, frequency, and other attributes of a worker’s compensation.||Manager|
|Direct Deposit||A payment election. You can choose direct deposit as a payment type. If this is elected, any payment from the company will go directly to the bank account specified. You can set up your direct deposit to include several accounts and specify the percentage of payment that you would like to go into each account.||Employee|
|Manual Payment||An off-cycle calculation that records check or cash payments made outside Workday Payroll.||Manager|
|Off-Cycle Payment||A payment, such as a manual payment or on-demand payment, made outside the regularly scheduled payroll run. Reversals and history payments are also classified as off cycle. Off-cycle manual and on-demand payments enable you to issue additional or replacement payments.||Manager|
|On-Cycle Payment||A payment made in a scheduled payroll run.||Manager|
|On-Demand Payment||An off-cycle payment that replaces, or is issued in addition to, a worker’s on-cycle pay.||Manager|
|Pay Component||An earning (such as base salary or bonus) or deduction (such as federal withholding taxes or medical) that applies to a worker’s gross-to-net pay calculation or tax liability.||Manager|
|Pay Component Group||
A collection or combination of related earnings, deductions, or pay component-related calculations that are combined to simplify payroll calculations.
Example: Employer-Paid Benefits, Pre-Tax Deductions, and Federal Taxable Wages.
|Pay Group||A group of workers defined to have their pay calculated and processed together.||Manager|
|Pay Rate Type||
Type of worker pay, such as a paid salary or a certain amount per unit of time.
Example: Hourly or weekly.
|Payment Elections||Designates the payment type (check or direct deposit), account information for direct deposits, payment order, and the distribution of balance for split payments. Controlled for each type of pay that you receive, such as regular payments and bonus payments.||Employee|
|Payslip||An online or printed summary of your gross-to-net earnings. Also referred to as a pay stub. Payslips can be found in the Pay application.||Employee|
|Period Schedule||When and how often to process payroll. Defines payment dates and forward accruals, using a Period Start Date, Period End Date, and Payroll Payment Date.||Employee|
|Proration||Creates subperiods when there is a mid-period change in the worker’s compensation. It can be based on calendar days or days worked (work shift).||Manager|
|Replacement Payment||An off-cycle payment that replaces a worker’s on-cycle payment in a period that is in progress or not yet started.||Manager|
|Subject Wages||All of your wages subject to a particular tax, including wages for exempt positions and those that exceed a wage cap.||Employee|
|Taxable Wages||All of your wages subject to a particular tax, excluding wages for exempt positions and those that exceed a wage cap.||Employee|
|Timesheets||Record work hours for submission, approval, and eventual payment through payroll, if enabled. (Often this is enabled via the Time Tracking application instead of Payroll.)||Employee|
|Withholding Elections||Income tax withheld from your salary based on a set of criteria. Includes federal, state, local elections, and tax allocations. From the Pay application, view withholding information on the State Elections tab to view or modify your federal elections.||Employee|
|Worker Eligibility||The conditions you must meet to be eligible to receive a particular earning or deduction.||Employee|
|Worker Tax Elections||Your marital status, number of elections, exemption status, and other information required for tax collections.||Employee|
A question or requirement that may result in unintended discrimination of persons along the lines of a protected trait.
Example: A question asked on a requisition may inadvertently yield “yes” answers from all men and “no” answers from all women.
Interviews that are based on the premise that a person’s past performance on a job is the best predictor of future performance.
Example: Questions might include: “Tell me about a goal you reached and how you reached it.”
An interview in which the job applicant is given a question, situation, problem, or challenge and asked to resolve the situation.
Example: Questions might include: “Two members of your team staffed on the same project are constantly fighting. How would you handle this situation?”
|Interviewing||Competency||The ability of an individual to perform a task or do a job properly.||Recruiter|
|Interviewing||Criminal Check||An investigation of a candidate’s criminal history to assess the candidate’s trustworthiness and morality, often conducted by third-party vendors.||Recruiter|
Corroboration of information provided on a resume.
Example: Dates of employment, degrees earned, accomplishments, etc.
|Interviewing||Drug Testing||A technical analysis of a candidate’s biological specimen (e.g., hair, sweat, urine) to determine the presence or absence of specified drugs. Often conducted by third-party vendors.||Recruiter|
|Interviewing||Panel Interview||A candidate is questioned by a team of people at the same time.||Recruiter|
|Interviewing||Pre-Hire||Used in staffing to identify individuals you are tracking before employment. Used in recruiting to identify candidates who are in the offer or background check stage.||Recruiter|
|Interviewing||Reference Check||Investigation that verifies dates of employment, title, and role; if the candidate is eligible for rehire; duties and responsibilities; etc.||Recruiter|
|Interviewing||Video Interview||A method of conducting a virtual interview with a candidate via video technology.||Recruiter|
|Other||eSignature||An electronic indication of intent to agree to approve the contents of a document.||Recruiter|
|Other||Evergreen Requisition||A requisition for high-volume positions for which candidates are always needed.||Recruiter|
|Other||Offer Letter||A job proposal to a candidate that includes such terms as the starting salary, benefits, dates, and times, etc.||Recruiter|
|Posting||Applicant Tracking System (ATS)||A software application that enables the electronic handling of recruitment needs. An ATS can be deployed on a large-scale or small business level, depending on the needs of the company.||Recruiter|
|Posting||Job Posting Aggregator||
Websites that match job seekers with job openings based on relevance, which is determined by their keyword searches.
Example: Indeed.com, SimplyHired.com, GlassDoor.com
|Posting||Office of Federal Contract Compliance Programs (OFCCP)||An agency with the U.S. Department of Labor that enforces the contractual promise of affirmative action and equal employment opportunity (EEO) required of those who do business with the federal government.||Recruiter|
|Posting||Post||To publish a job requisition to an internal or external website.||Recruiter|
|Posting||Resume Parsing||The conversion of a free-form resume into structured information suitable for storage, reporting, and manipulation by a computer.||Recruiter|
|Posting||Search Engine Optimization (SEO)||The process of affecting the visibility of a website or web page in a search engine’s search results.||Recruiter|
|Posting||Source of Hire||
The job posting or recruiting effort that resulted in a hire. This information helps an organization focus on sources that yield higher rates of hire.
Example: College recruiting, employee referral, external corporate website, etc.
Questions to which certain answers are mandatory for job performance.
Example: Asking an applicant if he or she is willing to travel for a traveling sales position.
|Screening||Keyword Search||The most common and default type of searching by entering words or phrases relevant to your topic into the search box.||Recruiter|
|Screening||Ranking||Involves imposing relationships among a group of candidates such that for any two candidates, the first is ranked higher than, lower than, or equal to the second.||Recruiter|
The process of narrowing candidates through several different sources.
Example: Elements such as resumes, phone screens, and interviews assist in the process of narrowing down candidates until you are left with a candidate to whom you can make an offer.
|Sourcing||Candidate Relationship Management (CRM)||
Organizing, automating, and synchronizing the attraction, communication, and management of talent.
Example: Maintaining communications and reaching out to those who may not be ready to submit a resume.
|Sourcing||Passive Candidate||A qualified candidate for employment who is not necessarily looking for work but may be interested if the right job comes along.||Recruiter|
|Sourcing||Pipeline||A group of candidates that the company would be interested in pursuing when a job opens that fits their skillset.||Recruiter|
Time Tracking (Payroll)
|Auto-fill||A time-entry method that copies time blocks from a worker's schedule, or from a previous week into the current week on the time entry calendar.||Manager|
|Micro-edit||The ability to edit existing time blocks or add time blocks directly to a day by double-clicking on the time entry calendar.||Manager|
|Quick Add||A time-entry method that enables you to create a time block and copy it to multiple days in a week.||Employee|
|Time Entry Calendar||A set of self-service pages that workers use to enter, edit, and submit time, when using calendar-based time entry. When using high volume time entry, workers can view and submit time from the time entry calendar.||Employee|
|Time Entry Validation||Errors or warnings that prevent you from entering invalid time. Critical validations prevent you from submitting time. Warnings appear on the time entry calendar, but do not prevent you from submitting time.||Employee|
|Time Off||The rules that apply to a specific type of time off, including eligibility rules, whether adjustments are allowed, and limits that differ from the time off plan.||Employee|
|Time Type||The time you enter in your time entry calendar. Select the time type from a list of time off plans available to you such as maternity, vacation, etc.||Employee|