Version 2024.2

For details and updates associated with this version of the app, see the App Catalog Changelog.

View the Additional Docs for this App on the Forum for more details.

Deploy Instructions

Create Copy (Recommended)

1. Click the “Create Copy” button above.
2. To modify app source code:
   1. Open the app in the Console.
   2. Click Open in App Builder.
3. After making any changes, Save and Deploy.

Manual Deploy (Alternative)

1. Install the Workday Extend Plugin for IntelliJ.
2. Download and unzip the app source code.
3. Open in IntelliJ
   1. Go to Tools > Workday Extend > Log in to Workday Extend. You will be prompted to login to Workday Developer Site.
   2. Go to Tools > Workday Extend > Log in to Tenant. You will be prompted to choose your tenant.
   3. Go to Tools > Workday Extend > Deploy App to Tenant. Select your application.

Configuration Instructions

Security

Model Components

Using App Manager, perform the following steps:

1. In the Model Components section, locate the Security Domain Manage: Charities and click Create in the Domain Security Policy column.
2. Check Confirm and click OK.
3. Add the following Report/Task Permissions to the Domain Security Policy: Modify: All Employees
4. Locate the Create Charity Business Process in App Manager and click Edit in the Security Policy column.
5. Configure the Business Process Security Policy with the following permissions: Initiate Create Charity: Employee as Self View All: Employee as Self, Payroll Administrator Approve: Payroll Administrator Deny: Payroll Administrator
6. Run the Activate Pending Security Policy Changes task to activate your changes.
7. Locate the Create Charity Business Process in App Manager and click Create in the Business Process Definition column. Click OK.
8. On the Edit Business Process screen, click OK and Done to create an empty definition that auto-completes.
   • Optionally, you can add additional business process steps, such as an approval step for Payroll Administrators.

Payroll Input REST API

1. In your Development tenant, search for domain: payroll public api.
2. Find the Self-Service: Payroll Public API (Payroll Input) Security Domain in the search results, and perform a related action to select Domain > Edit Security Permissions.
3. Make sure that the status is set to Active, If status is not active, use the related actions under Functional Areas Core Payroll > View Domain Security Policies. Scroll down to ‘Payroll Public API (Payroll Input)’. Use the related actions for Domain Security Policy > Enable. Go back to edit the domain security policy of Self-Service: Payroll Public API (Payroll Input).
4. Add the following Report/Task Permissions to the Domain Security Policy: Modify: Employee as Self, Employee Pay Component Visibility
5. Click OK.
6. Run the Activate Pending Security Policy Changes task to activate your changes.

Usage Instructions

1. In your Development tenant, search for and run the Charity Home Task.
2. Click on the Create Charity button to create a new charity if one does not yet exist.
3. Click on the Manage Charities button to create or update Charities.
4. Click on the Donate to Charity button to donate to Charities. A charity must already exist to use the Donations page.
5. Click on the My Charitable Donations button to manage your Charitable Donations.
6. Use the View Payroll Input(s) by Worker task, or other Workday Payroll tasks, to view Pay Inputs created by the app.
7. Access the All Charities task from Global Search or App Manager to view the new report.