The PA40 Separation Action has been modified to automatically end an active WD Financials Phase 1a Conversion (WD1A) record. Automatically delimiting WD1A records upon separation will improve Workday Financials security administration processes.
The PA40 Appointment Change Action has been modified to add a pop-up message if the employee is changing positions and has an active WD Financials Phase 1a Conversion (WD1A) record.
Processors should review the employee’s need for security access to Workday Financials and delimit the WD1A record if it is no longer valid.
In addition to the personnel action changes, several user procedures have been updated to clarify when the WD Financials Phase 1a Conversion (WD1A) Communication (0105) infotype record should be maintained. Look for the following revised user procedures on the HRMS Support Hub:
Appointment Change Action (PA) – Transfer Different Agency
Appointment Change Action (PA) – Transfer Same Agency
Communication – Change Existing Record
Communication – Copy and Update Record
Communication – Create New Record
New Hire Action (PA) – Create New Hire Action
Rehire Action (PA) – Create Rehire Action
Separation Action (PA) – Create Separation Action
Data definitions for Communication Type, to include WD Financials Phase 1a Conversion (WD1A), can be found in the HRMS Data Definitions Resource Guide or in HRMS F1 Help.
HRMS and MyPortal Release Information
This was a planned release of changes and improvements to HRMS and MyPortal based off the HRMS Release Management process and schedule. As we are continuously working on improvements to better assist and support our professional users, HRMS Releases take place two times a month.
