Read time:ย 12 minutes

Hey there! Ceci here. Weโ€™ve got a release deep dive for you todayโ€ฆ

Today, weโ€™re breaking down the upcoming Human Capital Management features weโ€™re most excited about ๐Ÿ˜Ž

Hereโ€™s todayโ€™s rating scaleโ€ฆ

  • ๐Ÿ˜ Game-changer

  • ๐Ÿ˜ƒ Impactful

  • ๐Ÿ˜Š Worth-a-mention

Thereโ€™s a lot in this one, so letโ€™s get right to it!

The features, rated and reviewedโ€ฆ

We reviewed all 2026R1 Human Capital Management Features so far, and found that 44 of them truly fall into HCM (Workday included a few cross-functional items in its HCM Release Notes that weโ€™re excluding from todayโ€™s ratings).

These 43 Features fall into the following sub-productsโ€ฆ

  • Advanced Compensation (3)

  • Benefits (7)

  • Case Management (1)

  • Compensation (3)

  • Core HCM (20)

  • Journey Paths (6)

  • Onboarding (2)

  • Org Studio (1)

Here they are, rated (each section is in alphabetical order, by Release Item)โ€ฆ

We thoroughly review each and every Release Item to best estimate its broad impact, howeverโ€ฆ your organization is unique! Use our ratings as a starting point to help you determine whatโ€™s truly most impactful for you and your organization.

The game changersโ€ฆ

First up, ๐Ÿ˜ game-changing HCM features, reviewed in detail (also listed alphabetically).

[1]

Feature: Automated Learning Step Completion in Journeys

Product: Journey Paths

Setup Effort: Automatically Available

Targeted Production Date: March 14, 2026

Summary: Learning steps included in Journeys now auto-complete when users finish their training. This mends one of those pesky little irritations: users would complete a course, lesson, or program, but the Journey step would still appear incomplete because they never clicked "Complete Step" after they finished the training (anyone getting โ€œTo Doโ€ vibes?) ๐Ÿ‘Ž

This auto-complete update means fewer false positives (i.e. โ€œin progressโ€ Journeys), cleaner completion metrics, and less work for both end users and admin ๐Ÿ™Œ

The button โ€œComplete Stepโ€ no longer be needs to be selected when assigned Learning is completed as part of a Journey path.

Note 1: This update only applies to Journeys distributed after this feature goes live. Journeys distributed prior will still require manual completion via the Journey recipient or admins running a MOM process to complete Journey steps en masse.

Note 2: In your configuration, confirm that learning courses, lessons, or programs are correctly associated with Learning-type journey steps. Auto-completion only works when this linkage is correct!

๐Ÿ”— Release Note

[2]

Feature: Case List Customization

Product: Case Management (Workday Help)

Setup Effort: Automatically Available

Targeted Production Date: March 14, 2026

Summary: If your team lives in Workday Help, this is the โ€œFinally!โ€ release note. Case solvers can now configure their own case list workspace ๐Ÿค“ They can choose which columns to display, reorder them, and filter by the fields Flags, Service Team, and Labels. This means high-volume teams can prioritize and triage cases at a glance instead of opening each one individually like itโ€™s 2012 ๐Ÿฆ–

Since Flags and Labels are customizable fields, surfacing them as columns transforms them from reporting-only fields into actual workspace tools ๐Ÿ‘๐Ÿ‘๐Ÿ‘

The new Help Case Workspace view with Location, Flag, and Labels added as columns.

Setup:

  1. Click the gear icon in the top right corner of Help Case Workspace.

  1. Use the drag-and-drop interface to reorder, add, or hide Workspace columns.

  1. Enjoy your new view! ๐ŸŒ…

๐Ÿ”— Release Note

[3]

Feature: Correct Change Job

Product: Core HCM

Setup Effort: Automatically Available

Targeted Production Date: March 14, 2026

Summary: This feature delivers two big changes that usher in more flexibility for your Change Job experience.

First, if you've opted into the Change Job Templates enhanced UI, you can now correct three critical fields on completed events: Supervisory Organization, Headcount Change, and Position. These fields drive your position management during staffing changes, so being able to fix them when someone strays from your org's standard approachโ€”without having to rescind and re-initiate the entire transactionโ€”is a huge time-saver ๐Ÿ™Œ

Second, Workday delivers a brand new web service (EIB) called Correct Change Job, which lets you correct change job events en masse. This is especially handy if you accidentally pushed out changes in bulk that need tweaking โœ๏ธ

Why this matters even more: Remember that opt-in "out-of-order Change Job" feature that snuck in at the tail end of 2025R2? That feature added flexibility by letting you process Change Jobs events out of chronological orderโ€”but it also opened the door to more chaos since you can now insert retro changes wherever you want ๐Ÿซ  This new Correct Change Job EIB gives you a way to adjust the events impacted downstream at scale. (Pro tip: maybe don't advertise this capability too loudly to your leaders ๐Ÿ˜…)

Notes: There seems to be some kinks getting worked out. Keep an eye on the release note!

๐Ÿ”— Release Note

[4]

Feature: Coverage Waive Date for Enrollment Event Rules

Product: Benefits

Setup Effort: Setup Required

Targeted Production Date: March 14, 2026

Summary: Benefit teams, rejoice! Until now, waive dates within your Enrollment Event Rules were forced to follow the same logic as Coverage Begin Dates. Now theyโ€™re independent, giving you more control over when waived coverage actually ends.

This separation means you can better align coverage timing with your carrier rules and internal policy. For you U.S. Federal teams, this flexibility helps support strict FEGLI requirements without manual workarounds.

Setup:

  1. Run the task Edit Enrollment Event Rules and look for the new column dedicated to โ€œCoverage Waive Dateโ€.

  2. Click on the dropdown and select from your new options:

Notes: If you donโ€™t do anything, this new selection defaults to the value โ€œOn Coverage Begin Dateโ€ (which is what it was doing before).

๐Ÿ”— Release Note

[5]

Feature: Distribute a Journey Using Any Business Process

Product: Journey Paths

Setup Effort: Setup Required

Targeted Production Date: March 14, 2026

Summary: Journeys are no longer boxed into a small set of supported BPs. With 2026R1, you can add the Journey Distribution Service as a step in any BP definition. That means you can finally trigger Journeys in whichever workflow your organization needs them: contact changes, absence flows, off-boarding moments, manager actions, and more ๐Ÿค“

Setup: Workday delivers the framework automatically, but you need to have created the Journey first, then add the step to the relevant Business Process.

  1. Go into edit mode on the BP definition and click โ€œ+โ€ to add a step.

  2. Select the Type of โ€œServiceโ€ and specify โ€œJourney Distribution Serviceโ€. Click Ok.

  3. Next, find the saved row and click Configure Journey Distribution Service. Notice thereโ€™s a new input in the form: Select a field to determine the Event Person. Your delivered options are either โ€œWorkerโ€ or โ€œAbout Workerโ€; which one you select depends on the specific BP in question and the intended audience for the Journey Path. Make sure to test, test, test! ๐Ÿงช

Note 1: As it stands now, existing BPs with Journeys need the Configure Journey Distribution Service redone for the new input or the BP will error out โš ๏ธ Plan to test early and expect some cleanup as Workday finalizes the fix.

Note 2: Terminated workers canโ€™t access Journeys. So, keep this in mind if you add a Journey to the Terminate Employee BP now that its an available option!

๐Ÿ”— Release Note

[6]

Feature: Report As A Step Type

Product: Journey Paths

Setup Effort: Automatically Available

Targeted Production Date: March 14, 2026

Summary: You can now add Reports directly as Journey steps. That allows the "Here's what you need to review" moment to happen exactly when it shouldโ€”in the workflow! That means fewer scavenger hunts for users and admins, and a more consistent execution when a process depends on a specific view of data.

Combined with the ability to add a Journey to any BP, this is one of those โ€œskyโ€™s the limitโ€ upgrades! โ˜๏ธ

QUICK TIP: The report prompt returns every report you have access to, so type keywords instead of scrolling through a potentially massive list.

Here is what the report step looks like in action for a new manager getting up-to-speed on their teamโ€™s feedback.

The report โ€œFeedback on My Teamโ€ set up as a Journey step.

FYI, when you click โ€œOpen Reportโ€ within the Journey step, the report opens in a new browser window.

Note: The person going through the Journey still needs the right domain security to actually run the report and view its content.

๐Ÿ”— Release Note

[7]

Feature: Restrict Job Profile Visibility by Country and Organization

Product: Core Human Capital Management

Setup Effort: Automatically Available

Targeted Production Date: March 14, 2026

Summary: Job Profile restrictions just got more powerful! In addition to Country (which was delivered in a previous release), you can now restrict Job Profile visibility by the organizations Sup Org and Company.

This means you can configure your Job Profiles such that when youโ€™re assigning them during staffing transactionsโ€”like Hire, Change Job, or Edit Positionโ€”only the relevant ones appear in the pick list ๐ŸŽฏ This feature is especially helpful for multi-company tenants that need tighter guardrails around which Job Profiles can be used where/when.

Here's how it works: Workday checks the worker and/or position's assignments and only shows Job Profiles that match. Country restrictions must match the country of the assigned Location, while Sup Org and Company restrictions must match the org assignments. If the Job Profile restriction fields are blank, that Job Profile stays available for selection everywhere.

Setup:

In the tasks Create Job Profile or Edit Job Profile, add a Country and/or Organization restriction under the section Category Details.

Restricting a โ€œCustomer Service Representativeโ€ job profile to only be selectable for workers and/or positions assigned locations in the country of Australia and the sup org โ€œWorkstation Supportโ€.

Note: Subordinate sup orgs canโ€™t be excluded when restricting by supervisory organizationโ€”the job profile is available for selection within the whole chain.

๐Ÿ”— Release Note

[8]

Feature: Update Marital Status in Benefits Enrollment Questionnaire

Product: Benefits

Setup Effort: Setup Required

Targeted Production Date: March 14, 2026

Summary: Here comes consolidation! You can now update marital status directly within the Benefits Enrollment Questionnaire (alongside Tobacco use), and the selection automatically completes a related Personal Information event in the background ๐ŸŽ‰

Previously, marital status lived solely in Personal Information, which then required employees to take an additional step after finishing their benefit enrollment for that related life event. Spoiler alert: they often didnโ€™t, so Benefits and Core HCM data quickly fell out of sync.

This new workflow is much more intuitive. Since marital status changes are almost always triggered by benefit (or tax) implications, capturing the update right where employees already make those elections and consolidating the two processes means more accurate, timely dataโ€”and cleaner data hygiene overall โœจ

Setup:

  1. Run the task Maintain Marital Statuses to ensure the โ€œIs Marriedโ€ checkbox is selected for the appropriate marital status type(s).

  1. Run the task Configure Optional Fields, and select โ€œBenefits Enrollment Questionnaireโ€.

  1. Delete the row labeled โ€œBenefits - Personal Informationโ€.

  1. Once thatโ€™s done, the new section becomes visible on the Benefit Enrollment Questionnaire:

  1. Success! Now, when the benefit event is approved, youโ€™ll see a completed Personal Information Change event completed in the Worker History, which updates the marital status accordingly.

Note: The update isnโ€™t bidirectional. Changing marital status in the Personal Information change task first doesnโ€™t auto-complete or trigger anything on the benefits side (unless you configured a unique workflow for your org).

๐Ÿ”— Release Note

Next up, impactful featuresโ€ฆ

Hereโ€™s a sentence or two on each HCM feature we rated ๐Ÿ˜ƒ Impactful (listed in alphabetical order) to help you determine what youโ€™d like to look into further!

Calculated Award Pools (Advanced Compensation - Setup Required)

Using the calc engine, you can now build out logic that calculates and distributes unique budget pools for the traditionally non-funded award types: Promotion, Additional Adjustment, and Lump Sum.

Compa Integration for Real-Time Benchmarking (Advanced Compensation - Setup Required)

Calling all Compa Customers! You can now view live market data right within your tenantโ€™s comp transactions, helping you make more strategic and informed decisions.

Dependent Effective Dating (Benefits - Automatically Available)

Dependent data is now fully effective dated, allowing teams to track and report on dependent information as of a specific point in time. No more needing to cancel and recreate events just to fix a date.

Now there's a way to formally tag which dependents actually matter for garnishments. Itโ€™s a small checkbox with a big compliance win.

Dependent Field Expansion: Relocation Data (Benefits - Setup Required)

Keep more global mobility data in Workday ๐ŸŒ You can now track when dependents relocate with a worker on international assignments. This update includes fully effective-dated arrival and departure details.

Dynamic Language Support for Distributed Journeys (Journey Paths - Automatically Available)

If the language translation exists, Workday now dynamically pulls it into the Journey instead of having to configure the step manually.

E-Verify Case Status Syncing for Terminated Workers (Core HCM - Automatically Available)

E-Verify case statuses will now continue syncing for workers terminated after December 2025, erasing the need for manual updates.

Effective Dates for Custom Staffing Fields (Core HCM - Setup Required)

Set effective date ranges for custom staffing fields to reuse the same codes over time as long as the dates don't overlap. This prevents code clutter and gives you more flexibility to recycle codes for cyclical needs.

Enhanced Journeys Reporting (Journey Paths - Setup Required)

This delivers new Journey reporting capabilities via a data source โ€œJourney Builderโ€ with class report fields that eliminate the need for some calculated fields.

The ability to opt out of Change Job Templates via Maintain Feature Opt-ins will be removed, meaning the Enhanced UI checkbox will become visible on all templates. However, you can continue using your existing Change Job experience through 2026R2 without being forced to adopt the new UI.

Inactivate Onboarding Plans (Onboarding, Talent, Candidate Engagement - Automatically Available)

You can inactivate Onboarding Plans so they disappear from audience-mapping and selection lists, without fully deleting them or interrupting anyone already assigned to the plan. Once a plan is inactive, it cannot be reactivated. However, you can copy it to create a new, active version when you need to reuse the content.

The Workday Graph API now includes new queries and expanded fields for job architecture data, giving Extend apps easier access to job profiles, classifications, levels, and organizational structures for automated workflows.

Onboarding Plans: Manager Task Visibility (Onboarding, Talent, Candidate Engagement - Setup Required)

With a new Onboarding Card within the Manager Insights Hub, managers get visibility into where their new hires are in their Onboarding plans.

New purgeable data types that let you permanently purge worker documents, attachments, and comments (with guardrails), giving you more control to meet data retention and GDPR needs. This takes some setup to update existing purge plans.

Employees can now update their own citizenship status through the Amend Form I-9 process in case they made a mistake (whoopsie!). No rescinding required.

Worker Communications Engagement Type (Core HCM - Setup Required)

Your Engagement Builder gets a new Engagement Type called โ€œWorker Communicationsโ€, which allows you to send ad-hoc messages to your staff! Helpful for quickly communicating with workers via email, mobile, or SMS while utilizing branded templates.

These 4 features are impactful (and potentially game-changing!) for U.S. federal Workday customersโ€ฆ

Allowance or OTP plans can be mapped directly to the Recruitment, Relocation, and Retention federal payment types to you ensure those SF 50 and SF 52 tax forms are accurate.

You can now embed the PAR sub-process directly into parent staffing workflows like Hire and Change Job, allowing PAR details to be entered alongside the main transaction instead of as a separate step.

This update delivers more flexibility to correct key fields directly within the PAR process, including critical SF-50 data.

You can now configure agency codes in Workday and select them from drop-downs during PAR transfers, ensuring OPM compliance and reducing manual entry errors.

Honorable Mentions ๐Ÿ…

Lastly, a list of our ๐Ÿ˜Š Worth-a-mention HCM featuresโ€ฆ

As always, thank you for being a reader!

Weโ€™re celebrating you and your pursuit of a Well Built Workday ๐Ÿฅณ

Until next time!

The Well Built team ๐ŸŒž๐Ÿ—๏ธ

P.S. Loving the newsletter? Leave us a testimonial here ๐Ÿฅฐ

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