Workday 2025 R2
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What’s changing (high level): cleaner role assignment, admin hub, compliance updates, and skills/insights improvements.
Key actions
Review Assign Roles improvements; plan a quick cleanup pass on high-volume roles.
Validate address/I-9/E-Verify changes in Preview where applicable.
If you use job architecture and skills, review new insights and plan comms for managers.
Suggested owners: HRIS (primary), Security, HR Operations.
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What’s changing: mobile edit/approve, clearer schedules during approval, timesheet refinements.
Key actions
Test mobile time entry/approval for managers and employees.
Validate Edit & Approve with schedules shown by default.
Review project/time-type entry where used and update help text.
Suggested owners: Time Admin/HRIS, People Managers (UAT), Support.
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What’s changing: consolidation into Benefits & Pay experiences; assistant/task guidance for employees.
Key actions
Confirm any worklet deprecations and point users to the new entry points.
Test withholding/W-2 flows end-to-end in Preview.
Update employee knowledge base articles/screenshots.
Suggested owners: Payroll, HRIS, Comms/Help Content.
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What’s changing: simpler midnight-crossing requests, schedule-based defaults, automation, and document options.
Key actions
Validate time-off across midnight and default start/end times from schedules.
Review any automatic accrual payouts and leave-type copies in a non-Prod tenant.
If you generate documents during LOA, test the updated steps.
Suggested owners: Absence/Time Admin, HRIS.
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What’s changing: coverage begin-date flexibility aligned to payroll; wellness integrations and insights.
Key actions
Decide whether to adopt the coverage begin-date option aligned to pay periods.
If using wellness partners, confirm partner setup and visibility of insights to admins.
Refresh benefits articles; consider using the new authoring aids where available.
Suggested owners: Benefits, Payroll (for alignment), HRIS.
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What’s changing: manager views/flows, embedded market context, and policy controls.
Key actions
Walk managers through the updated comp review experience (screenshots + short note).
Decide where to surface market context in-flow; validate security/visibility.
Review policy options (e.g., rehire prior comp visibility) by country.
Suggested owners: Compensation, HRIS, Comms.
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What’s changing: faster interviewing/decisions, guided req creation, candidate privacy controls, improved messaging.
Key actions
Validate AI-assisted interviewing and summarize what changes for hiring managers.
Pilot guided req creation and talent routing with TA leads.
If applicable, configure regional visibility controls for prospects/candidates.
Confirm messaging channels (e.g., WhatsApp) and update candidate help text.
Suggested owners: TA, HRIS, Legal/Privacy (for visibility), Comms.Item description
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What’s changing: program sequencing/locks, assignment completion BP, acknowledgment lessons, and admin/notification improvements.
Key actions
Update Learning Programs where sequencing/locks help completion.
Review Complete Assignment BP and test manager/learner transitions.
Add a few acknowledgment lessons for policy rollouts if useful.
Refresh notifications using available templates.
Suggested owners: Learning Admin, HRIS, Compliance.
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What’s changing: required learning surfaced on plans, ML-suggested connections, and Journeys content.
Key actions
If you own Learning, pull required items into onboarding plans.
Add connections and Journeys content where it helps the first 30–60 days.
Use the new content container to highlight essentials.
Suggested owners: HRIS, Onboarding/Talent, Learning.
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What’s changing: case routing/ownership improvements, summaries, and safer email-to-case.
Key actions
Review case list layouts and ownership edits; adjust saved views.
Test email-to-case creation rules and AI summaries for handoffs.
Update help center articles with new screenshots/entry points.
Suggested owners: Help Admin, HRIS, IT Support.
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What’s changing: authoring and visuals (e.g., waterfall), distribution (schedule live matrix), longer trended worker data, admin hub, and OCFM model options.
Key actions
Update dashboards with new visuals where they clarify trends.
Use schedule live matrix for drillable, in-browser results.
Extend trended worker analyses to 72 months where helpful.
If you use model-based planning/reporting, review the admin hub and OCFM options.
Suggested owners: Reporting/Analytics, HRIS, Finance Analytics.