WorkDay Tutorial-ACTIVITY – Customize template model

 Business Case: In this activity, you will create an inbound EIB that uses the Request Bonus payment service. Once created, you will view and modify the template model.

TASK 1:         CREATE EIB

 1.       Create an Inbound EIB called WICT EIB Load Bonuses for Sales & Marketing using Template from Request Bonus Payment (Web Service) operation.

 TASK 2: EDIT THE TEMPLATE MODEL

                  1.       Search for 'wict eib Load Bonus' and select your newly created EIB

                  2.       Using the related actions icon, navigate to Template Model > View

                  3.       With the Request Bonus Payment folder selected, click the Edit Template Model Sheet button

                  4.       Scroll through the Template Model Area All and do the following: 

                a.   Effective Date* - Enter Value of 04/01/2014 and Hide the column 

                b.  Bonus Reason - Reference ID Type should be Event Classification Subcategory ID


                  5.       Scroll through the Template Model Area Bonus Payment Data and do the following: 

                a.   Percent - Enter Value of 0 and Hide the column 

                b.  Currency - Enter Value of USD and Hide the column 

                c.  Comment - Hide the column











   6.       Click OK then Done

                  7.       In the Request Bonus Payment folder, select the All template model area

                  8.        Use the relation actions menu on the Bonus

                            Reason column to navigate to Template Model 

                            Column > Edit Details

                  9.       Enter "Reason for Bonus Payment" in the Excel Cell Comment field 

                                    

                  10.   Under Allowed Values, add an allowed value for both

                  One-Time Payment > Incentive > Bonus       and

                  One-Time Payment > Incentive > Award 

                  11. Click OK then Done

                  TASK 3: GENERATE SPREADSHEET TEMPLATE 

                  1.      Use the related actions menu to navigate to Template Model > Generate Spreadsheet 

                  Template 

                  2.       Save the spreadsheet to your hard drive, making note of the location 

                  Saved location: _______________________________________________