In a growing organization operating in a fast-paced environment, there's always something to be done and a deadline to meet. This constant pressure makes it essential for businesses to stay organized and efficient. To keep up, organizations are increasingly focusing on streamlining and automating their operations. This allows them to free up valuable time and resources, ultimately enabling them to concentrate on what truly matters: driving growth and creating value.
This is where Workday's Mass Operations Management capabilities come into play. By automating and efficiently managing large volumes of tasks, processes and transactions, businesses can remain agile, focused and aligned with their core objectives.
With this in mind, our team has put together a guide to the various Mass Operation Types within Workday, along with some of the most popular use cases.
Helpful tip: If a process is labeled as *can be scheduled recurring, these operations are triggered by custom reports with defined criteria that can be set to run at a specified frequency, such as daily, weekly or monthly.
# 1 | Advance Business Process *can be scheduled recurring
The ability to advance business processes efficiently is crucial for maintaining workflow momentum. Workday allows users to automate the progression of tasks within business processes, ensuring things don’t get stalled.
# 2 | Cancel Business Process *can be scheduled recurring
For certain scenarios, it’s necessary to cancel business processes that are no longer needed or actionable. Common use cases for canceling business processes include:
# 3 | Cancel Learning Enrollments
In situations where learning enrollments need to be canceled, Workday allows mass cancellations to save time and reduce administrative burden.
# 4 | Cancel Review Document Step
Organizations can quickly cancel review document steps that are in progress, ensuring that unnecessary or outdated tasks are eliminated. * Note - ensure you don't cancel documents required for compliance
# 5 | Cancel To-Do
To-Dos are often left unaddressed, causing them to accumulate in inboxes over time. Workday allows for the efficient mass cancellation of these tasks.
# 6 | Escalate Business Process Step *can be scheduled recurring
For steps that need to be moved up the approval chain, Workday allows the escalation of business process steps to keep things moving forward.
# 7 | Reassign Business Process Step *can be scheduled recurring
Changing responsibilities or updating roles within workflows can be handled efficiently with mass reassignment of business process steps. For example:
# 8 | Rescind Business Process
Workday provides the ability to rescind business processes if a task or step needs to be undone or reversed.
# 9 | Redirect Inbox Items
Applies to Redirect Events within the Review Documents business process step, reducing manual effort by allowing you to define redirect actions for integration failures.
# 10 | Journeys *can be scheduled recurring
Workday Journeys help guide employees through various lifecycle events. Mass operation features within Journeys include:
# 11 | Staffing *can be scheduled recurring
Workday enables the management of staffing-related operations at scale, including:
# 12 | Advanced Compensation *can be scheduled recurring
Managing compensation processes is simplified with mass operations. Use cases include:
# 13 | Compensation *can be scheduled recurring
Mass compensation updates help organizations manage salary data efficiently. Examples include:
# 14 | Performance/Feedback
Performance management tasks can be efficiently handled in bulk, including:
To ensure that all processes are correctly managed, you can use the Business Process Configuration Options report to identify which processes are cancelable, advanceable, or rescindable.
In a world where speed, accuracy and scalability are essential for success, Workday’s Mass Operation Management tools offer a powerful solution to keep your tenant organized and efficient, helping your business stay on course and focused on its most important goals.
Reach out to Invisors today if you’re looking to set up Mass Operation Management and streamline your business processes—Invisors will guide you in implementing + optimizing your Mass Operation Management processes for maximum efficiency.