Navigating Workday Release Pitfalls: Essential Insights for Success

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Avoid common pitfalls in Workday releases by understanding the challenges, key questions, safe harbor statements, and consulting services offered by Amethyst. Learn from Mack Baker, a seasoned Workday Practice Director, about the significance of a well-defined release process and the risks of a normalcy bias. Discover the consequences of duplicate configurations and how to address security risks, administration challenges, and missed UX improvements.


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  1. Workday Release Pitfalls July 17, 2024

  2. Poll Question #1 Where are people dialing in from? 2

  3. Poll Question #2 What song do you have stuck in your head today? 3

  4. Poll Question #3 How would you describe your organization s Workday Release process? o 1- Undefined o 2- We run a report and Business Process or two, but don t do much else o 3- Neither defined nor undefined o 4- We have a semi-established process, but there s room for improvement o 5- Very defined and structured, easy to repeat 4

  5. Safe Harbor Statement The information provided during this webinar does not constitute legal advice. All content in this webinar is for general informational purposes only. 5

  6. Amethyst Consulting and Services Amethyst is a boutique, women-owned C2C consulting firm that collaboratively partners with HR Teams that are open to changing the way they approach their Workday and UKG systems to propel their people operations into a more efficient and sustainable state. 6

  7. Mack Baker, Workday Practice Director www.linkedin.com/in/mack-amethystcs Bio: Mack configuration experience to his role as a Workday Practice Director for Amethyst Consulting Services. He serves as a trusted technical advisor to clients, optimizing systems to business needs and training in-house teams to ensure project success. Additionally, Mack brings 10+ years of Human Resources experience, including recruiting, total rewards, payroll, employee engagement, and onboarding. This gives him the ability to better understand the business and key stakeholders, thus ramping up and providing solutions quickly. brings 7+ years of HRIS implementation and 7

  8. Normalcy Bias Our Workday tenant hasn t failed yet; thus we ll continue to put off implementing a robust semi-annual Workday Release process. 8

  9. Duplicate configuration Pitfalls Caused by this Approach Potential of failed Business Processes, integrations, and reports Security risks Administration nightmare Missed UX improvements 9

  10. Timeline- start earlier than later What s New in Workday configuration report review Components of a Successful Workday Release Process Testing guidelines Audit reports and configuration corrections Testing scripts Roadmap & backlog Testing pre- and post-release Comms (can be in Workday) & change management o Custom reports o Integrations o Business Processes o Alerts Stakeholders o Regular touch bases with your stakeholders 10

  11. Stakeholders Add to your calendar How to Implement o HR Technology Leadership o Merit Process o Performance Process o Functional Leads/COEs & Their Leaders o Open Enrollment o Payroll Dates o Testers & Their Leaders o Year-End Activities o Semi-Annual Releases Tracking o Excel o Adoption Planning o Other Tools 11

  12. Amethyst Consulting and Services has built a Workday Release toolkit for clients Workday Release Toolkit Message us to learn more! https://www.amethystcs.com/co ntact-us LetUsHelpYou@AmethystCS.com 12

  13. Questions? Thank you for attending! 13

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