The “Related Actions” button in Workday
Workday is an object oriented SaaS solution for Human Resources and Financial Management.
Each object like Workers, Job or Compensation data, Organizations, Business Processes… have “Related Actions”. This button is shown when “Related Actions” are available:
This Magic button gives you access to related resources and actions. Here are some examples:
Related Actions from Employee object
As you can see there are many options and related actions you can chose from the list. Many of them even offer “sub-actions”. The related actions panel displays also a summary of some important data (i.e. contact information, Job or Location…)
Related actions from the Organization object
The related actions button is actionable from any data within the employee panel when it refers to another object. For instance the Organization to which the employee is assigned to is an object and has its own related actions:
The Organization chart
In the related actions list you can access to a reporting section. Workday will offer you to list related reports available from the object you were displaying. For instance if you are displaying an employee panel the related reports will be linked to employees data:
Here is another report with actionable related actions (i.e. Cost center information):
Other useful navigation possibilities and features
Search with prefix
When searching for objects in Workday you will type your words in the search text box. Any object containing your words will be returned just like in a Google search. Here is the result for searching the employee name “ajay”:
As you can see all objects containing the name “Ajay” are returned: the employee himself and the Organization object that Ajay is managing.
There are many other prefixes available like bp: for Business Processes.
My Team view
In your inbox you can review the past events and actions you have performed. Use the Archive tab to list all your actions. Any action can be displayed in detail and depending on the object you may have the possibility to “Rescind” the process: