Top 5 Workday Optimization Mistakes to Avoid

Top 5 Workday Optimization Mistakes to Avoid

Avoid the most common pitfalls post-implementation and learn how to continuously improve your Workday environment for long-term value.

Many companies underuse or misconfigure their Workday systems. This blog highlights five common mistakes in Workday optimization and explains how to avoid them for better productivity and ROI.

Workday is a powerhouse for HR, finance, and workforce planning—but only if it’s set up, configured, and used the right way. Too often, organizations invest in Workday expecting streamlined operations and data-driven clarity, only to find themselves stuck with underused modules, frustrated users, and inefficient processes.

Optimization isn’t a “set-it-and-forget-it” task. It’s an ongoing process of aligning Workday’s powerful tools with your actual business needs. Whether you’ve been on Workday for 6 months or 6 years, avoiding a few common missteps can dramatically improve your outcomes.

“Tech tools are only as good as the processes they support.”Naveen Rao, HR Tech Advisor

This blog explores the top 5 Workday optimization mistakes and how to avoid them with smarter planning, better configurations, and a little expert help (hint: we’ll show you how Proso can make that easy). We'll also share the latest features Workday has introduced, how they tie into optimization efforts, and how you can stay ahead of the curve.

Core Content

Let’s dig into the most common mistakes Workday users make—and how to fix them for good.

Mistake 1: Ignoring Business Process Configuration

One of Workday’s biggest strengths is its flexible business process framework. But if you’re running default configurations, you’re probably missing opportunities.

What goes wrong:

  • Approval chains that don’t reflect actual decision makers
  • Inefficient routing of tasks
  • Bottlenecks in hiring, time-off, or payroll processes

How to fix it:

  • Conduct quarterly reviews of your business processes
  • Use Workday’s Business Process Framework reports to identify slow steps
  • Involve department heads to realign approval chains with reality

Mistake 2: Poor Role-Based Security Setup

Security in Workday isn’t just about restricting access—it’s about enabling the right access to boost efficiency.

What goes wrong:

  • Managers can’t see direct reports’ data
  • HR can’t run reports because they lack the right permissions
  • Sensitive data is visible to too many users

How to fix it:

  • Perform regular security role audits
  • Use Workday’s delivered reports like "View Security for User" to validate roles
  • Train admins to adjust domains and role-based access with minimal disruption

Mistake 3: Underutilizing Dashboards and Analytics

Workday’s dashboards and embedded analytics are powerful—but often unused or misunderstood.

What goes wrong:

  • Key decisions are made based on exported spreadsheets
  • Users don’t trust the data due to lack of training
  • Dashboards are static and don’t reflect real-time KPIs

How to fix it:

  • Enable Workday People Analytics and scorecards
  • Train team leads on configuring their own dashboards
  • Leverage Workday Prism Analytics for advanced use cases and external data blending

Mistake 4: Failing to Adopt New Features

Workday releases updates twice a year, but most companies only implement 20–30% of what’s available.

What goes wrong:

  • You miss out on automation, UI improvements, and compliance tools
  • Manual workarounds persist unnecessarily
  • Your system becomes outdated compared to peers

How to fix it:

  • Assign a Workday release champion per module
  • Review Workday’s “What’s New” documentation every cycle
  • Pilot new features in sandbox and assess ROI before full adoption

Mistake 5: Skipping Change Management and Training

Even the best-configured Workday system fails if users don’t know how to use it.

What goes wrong:

  • Employees file tickets for things they should do themselves
  • Managers avoid using dashboards or tools they don’t understand
  • Adoption stalls and ROI tanks

How to fix it:

  • Offer quarterly “Workday 101” sessions for new and existing employees
  • Embed how-to videos and cheat sheets directly into Workday via Worklets
  • Gamify training with internal certifications and user rewards

Recent Stats on Workday Optimization That Matter

  • 63% of Workday users say they aren’t fully using available features
  • 78% of inefficiencies come from poor process configuration or access control
  • 45% of HR teams still export to Excel for reporting—even with Workday dashboards
  • Only 24% of Workday admins review release notes in detail
  • 32% of users don’t receive formal training beyond initial onboarding

If these numbers hit close to home—it’s time to rethink your optimization plan.

Explore features: Workday What's New Center

Proso: Connect with Workday Experts

Fixing Workday doesn’t mean hiring a full-time consultant. That’s what Proso is here for—a tech talent marketplace where you can post specific Workday optimization needs and connect with experts in minutes.

Whether you're trying to:

  • Clean up your business process flows,
  • Rebuild security roles for a new org structure, or
  • Train managers on new dashboard tools—

Proso has specialists who’ve done it before.

How it works:

  • Create a project like “Optimize Workday dashboards for HR analytics”
  • Get matched with verified Workday professionals within 24 hours
  • Review experience, ratings, and project scope before engaging
  • Collaborate directly through the platform—no vendor contracts or RFIs

💡 One use case: A retail company with 3,000 employees used Proso to identify why their time-off approvals were delayed. A Workday-certified consultant redesigned the process flow and cut approval delays by 58%—within 3 weeks.

Proso isn’t a staffing agency. It’s a flexible partner that gives you vetted people, proven workflows, and measurable results.

Visit https://proso.ai to start optimizing smarter.

Conclusion: Workday's Future and Your Next Steps

Workday isn’t standing still—and neither should your optimization efforts. With more machine learning, predictive analytics, and user-friendly automation on the roadmap, the platform is becoming more proactive, not just reactive.

Here’s what to expect from Workday moving forward:

  • AI-driven alerts for things like attrition risk, payroll anomalies, and hiring lags
  • Natural language search so users can type “Show me my team’s PTO balances” and get answers fast
  • Mobile-first UX upgrades that put the full Workday experience in every manager’s pocket
  • Integration with ESG and DEI tools for smarter tracking of workplace diversity goals

These aren't just "nice to have" features—they're the future of workforce agility. And you need to be ready.

Here’s what to do next:

  • Audit your current Workday configuration—especially your top 3 business processes
  • Assign owners for each core module to monitor new feature adoption
  • Visit Workday Community and stay ahead of the latest releases
  • Post your next optimization project on Proso to get expert help fast

Optimization isn’t a sprint—it’s a recurring opportunity. The more proactive you are, the more Workday becomes an enabler instead of a friction point.

We’ll keep this blog updated with new Workday optimization tips, product updates, and Proso success stories. Bookmark it, share it with your HR and finance leads, and feel free to reach out with questions.

“Optimize continuously—not reactively—and your system evolves with your business, not against it.”

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