{"id":681,"date":"2026-06-24T19:29:30","date_gmt":"2026-06-24T19:29:30","guid":{"rendered":"https:\/\/www.macalester.edu\/workday-support\/?page_id=681"},"modified":"2026-06-29T17:31:23","modified_gmt":"2026-06-29T17:31:23","slug":"worktag-overview","status":"publish","type":"page","link":"https:\/\/www.macalester.edu\/workday-support\/worktag-overview\/","title":{"rendered":"Worktag Overview"},"content":{"rendered":"<section class=\"introduction block-container\" >\n    <div class=\"introduction__content\">\n    \t        \t<p class=\"introduction__copy\">The Workday Financial Data Model (FDM) serves as the foundational accounting structure, replacing traditional chart of accounts (COA) to a flexible, multi-dimensional model that provides deeper financial insight.<\/p>\n    \t    <\/div>\n<\/section>\n\n\n<h2 class=\"wp-block-heading\"><strong>From FOAPALs to Worktags<\/strong><\/h2>\n\n\n\n<p>Traditional accounting systems often rely on a long, segmented string of code (known as a FOAPAL, account string, or coding block) to classify a single financial transaction. This rigid structure can be difficult to manage and limit reporting capabilities. Workday replaces this with the <strong><a href=\"#FDM\">Foundation Data Model (FDM)<\/a>*.<\/strong> Instead of a single code, the FDM uses a combination of a summarized <strong>Ledger Account<\/strong> and multiple descriptive <strong><a href=\"#worktags\">Worktags<\/a><\/strong>**. This approach separates the &#8220;what&#8221; (the Ledger Account) from the &#8220;who, where, and why&#8221; (the Worktags), allowing for more robust and flexible data analysis and reporting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Translating Worktags<\/strong><\/h2>\n\n\n\n<p>Transitioning to Workday involves conceptually mapping legacy account codes to the new FDM structure. This is not a one-to-one data transfer. Instead, each segment of your legacy string is deconstructed and mapped to an independent worktag in Workday.<\/p>\n\n\n\n<p>A single transaction might be coded with a FOAPAL string such as <strong>10-1100-75020-PROJ987-General<\/strong>.<\/p>\n\n\n\n<p>In Workday, the string is broken into components (worktags) to support multi-dimensional reporting and workflow routing logic:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Company<\/strong>: 10 (e.g. Macalester)<\/li>\n\n\n\n<li><strong>Cost Center<\/strong> (department budget): 1100 (e.g., Information Technology)<\/li>\n\n\n\n<li><strong>Project<\/strong>: PROJ987 (e.g., Website Redesign)<\/li>\n\n\n\n<li><strong>Program<\/strong>: General<\/li>\n<\/ul>\n\n\n<section class=\"callout-feature-text block-container\" >\n    <div class=\"callout-feature-text__inner\">\n        <div class=\"callout-feature-text__container\">\n            <div class=\"callout-feature-text__feature-wrapper\">\n                <div class=\"callout-feature-text__feature-card\">\n                    <div class=\"base-lockup\">\n                                                                                                    <p class=\"base-lockup__copy\">The\u00a0<b>Worktag Look-up Tool<\/b>\u00a0is available to anyone with Macalester College credentials to help translate a FOAPAL (Banner account code) to Workday Worktag.\u00a0You may need to open with an Incognito (Chrome) or Private (Firefox) tab.<br><br>Visit the <a href=\"https:\/\/www.macalester.edu\/business-services\/workdayworktaglookup\/\">Business Services website<\/a> for more tips on using the tool. <\/p>\n                                            <\/div>\n                                            <div class=\"callout-feature-text__ctas\">\n                                                            <a class=\"base-cta-primary\" href=\"https:\/\/macadmsys.macalester.edu\/macssb\/customPage\/page\/macArgosAPI?datablock=19254\" target=\"_self\">Worktag  Look-up Tool<\/a>\n                                                                                <\/div>\n                                     <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"worktags\">**What are Worktags?<\/h3>\n\n\n\n<p>A <strong>worktag<\/strong> is a keyword or label that you can assign to transactions to identify their business purpose. Think of them as tags on a social media post\u2014they add context and make the data easier to find, filter, and analyze. By tagging transactions with dimensions like department, location, or project, you gain a multidimensional view of your organization&#8217;s finances.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"FDM\">*<strong>Key FDM Components<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Organizations<\/strong>: The fundamental structures for financial data. This includes Company, Cost Centers, Fund, Gift, Grant.<\/li>\n\n\n\n<li><strong>Ledger<\/strong>: Natural accounts where debits and credits are recorded in the general ledger. Ledger accounts will be summarized into hierarchies for financial reporting, e.g., Actuals, Commitment, Obligation. &nbsp;<\/li>\n\n\n\n<li><strong>Cost Centers<\/strong>: This is a fundamental worktag used to represent a department or area where costs are accumulated. A cost center typically has a manager, a budget, and is a primary dimension for financial reporting and management.<\/li>\n\n\n\n<li><strong>Financial Worktags<\/strong>: Worktags describe a transaction\u2019s purpose. Worktags are used to classify transactions, events, and data within Workday for financial, operational, and external reporting purposes, such as Project, Grant, or Fund.<\/li>\n\n\n\n<li><strong>Spend Categories<\/strong>: Used to organize, track, and report on procurement and expenses. For example, if a transaction was posted to &#8220;Office Supplies Expense,&#8221; the spend category could specify whether it was for Computer Supplies, Paper Products, or General Stationery.<\/li>\n\n\n\n<li><strong>Revenue Categories: <\/strong>Used to organize, track, and report on revenue. This dimension is required for all revenue transactions and is the main worktag for customer invoices.<\/li>\n<\/ul>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>From FOAPALs to Worktags Traditional accounting systems often rely on a long, segmented string of code (known as a FOAPAL, account string, or coding block) to classify a single financial transaction. This rigid structure can be difficult to manage and limit reporting capabilities. Workday replaces this with the Foundation Data Model (FDM)*. Instead of a [&hellip;]<\/p>","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-681","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/comments?post=681"}],"version-history":[{"count":11,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/681\/revisions"}],"predecessor-version":[{"id":2721,"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/pages\/681\/revisions\/2721"}],"wp:attachment":[{"href":"https:\/\/www.macalester.edu\/workday-support\/wp-json\/wp\/v2\/media?parent=681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}