Report: Business Process and Integration Notifications

Business Process and Integration Notifications

This is a report that you can use when you wanted to check for the notification routing. For example, for one of the task in the Business Process triggered a notification and you wanted to see, if it really triggered those recipients. This can be used for both Business Processes and Integrations.

There are couple of reports that you will notice in the tenant. 

 

Business Process and Integration Notifications (Do Not Use) - This is not an indexed report and Workday is not supporting this so refrain from using this report. Do Not Use (DNU)

Business Process and Integration Notifications Indexed - Use this Report. When you give your input parameters, be mindful in providing the values, do not go for lengthier durations.

The example below shows for one day.

Notice there are 317 instances for one day. Here you can see all the notifications that got generated with date and time. 

Recipients are the individual workers or the workers from the security groups. Lastly you can see the Static Email Recipients like test@gmail.com

Tasks & Reports: Workday Data Dictionary

 Workday Data Dictionary 

This is a standard report provided by Workday to identify the Delivered Fields for a given Business Object.

In Below example we have Dependent as the Business Object which returns the Field Names. Remember that this won't give all your fields that you have in your Business Object like calculated fields and other Related BO fields.

Also this lets you know how each field is secured with the Domain.

While creating condition rule, if you don't find a field you need, you can access the Workday Data Dictionary report to determine what fields are available for each business object.

You can also create a calculated field and bring it up to the Action Event level to access the field in condition rule.

Tasks & Reports: Workday Usage Metrics Report

Workday Usage Metrics Report

Use this Standard report to access the metrics in your tenant like how many active / in active users using workday in mobile, laptop or iPad, password changes, how many are using the specific functional areas, report usages and so on. I just gave few metrics, but there are a lot of metrics that a security admin can go through to understand the health of the Tenant.

This report speaks and concentrates more about the volumes i.e # of users using a particular functional area or system.

This gives you the metrics for the asked month. if you are accessing this report current month, provide the metric date as previous month.

Workday Usage Metrics Status

Other reports you can check out related to Metrics and usage:

Workday Usage Trends Report

View Workday Usage Metric Details

Workday System Usage

Workday System Status

Security: Create Audit Log - Report

Create Audit Log - Report

To Identify:

Which all transactions were done by a user (Workday Account) in the said duration?

Who ran the transaction like Task, BP in the said duration ? 

You can make use of Create Audit Log report to generate one.

Input your details: Be cautious while choosing the From and To Moment, try to give a lesser duration to get the results faster. If it is a lengthier duration, Workday will throw an error.

Provide the workday account you are auditing for and also a specific task if any. 

Notice that it will take you to the Create Audit Log - Background Process.

Click on the generated xls report to see the transactions based out of the input given while running Credit Audit Log report.

Reporting: Catch Up Behavior - Scheduling Reports / Integrations

Catch Up Behavior - Scheduling

While scheduling the Reports or Integrations, you will come across Catch Up Behavior field which is mandatory. Using the Catch Up Behavior option enables you to limit how many times processes run after maintenance issues cause errors. 

You will see the below options available. First time scheduling you will only see (Run Once and None)

• Run Once - Selecting this option will Catch Up one time if it missed.
• None        -  Selecting this option will NOT Catch Up at all even though it missed.
• Legacy     -  Selecting this option will Catch Up the old /earlier expired ones. This is going to be deprecated in the future. [Don't be surprised if you don't see this now]

Example: If you schedule a process to run multiple times in a day when your environment is down for maintenance, you can limit the process to run once instead of catching up all missed occurrences.

During the maintenance window / Unplanned outage, if your reports or integrations were supposed to be running as per the schedule during that time you will use Catch up Behavior selection to tell what you want to do on the missed recurrences.

Note: You can't limit processes for schedules with a minute recurrence.

Find Workers - Standard Report (Type: Search)

Find Workers

Find Workers is a very handy report for any HCM professional. As it helps you identify the desired group of Workers in your organization. Say For Example, you want to see Workers who are with a particular age, Work Type, Experience, Company, Location, Skills , etc.. This report can be used to identify test samples, to identify a set of workers and so on.

Find Workers is one of the Standard reports delivered by Workday. This is a best example for Search Report (One of the 8 Types of Report). 

Find Workers is a report which you can not edit, however you can clone it and work on the cloned copy.

You can access this report by typing Find Workers in the search bar. Once you run the report, you can notice the categories on the left to filter the desired items.

You also have an option to save your search.

You can also compare workers.(Maximum 5 at a time) And you have the option to Add the workers to Pools. (  Candidate Pool, Talent Pool, Succession Pool)

Some other such reports related to HCM you may check are:

Find Workers for Swap Positions
Find Qualified Workers
Find Employment Agreements
Find Jobs
Find Candidates
Find Duplicates for Candidates
Find Events (BP Related Report)
Find Questions (BP Related Report)
Find Job Profiles
Find Succession Plans

Functional Areas Report

Functional Areas Report

This is one of the Delivered report by Workday. This gives you a picture of which all modules were enabled and what are the related Domain and Business Processes associated with this.

You can see the security associated with Domains and BP's.

Workday Custom Reports

Custom Reports

Apart from Workday - Standard Reports, Workday allows you to create Custom Reports. There are variety of reports that you can create.

Task: Create Custom Report

There are 8 different reports that you can create depending on the need of the reporting.

1. Simple
2. Advanced
3. Matrix
4. Search
5. nBox
6. Composite
7. Transpose
8. Trending

Up on the Report Type selection, dynamically some more fields will show up. I will discuss in further posts on each of the report type.

Workday Custom Report

Workday Standard Reports

Standard Reports

Standard Reports are the delivered reports by Workday. Workday offers two types of Standard Reports.

1. XpressO

2. Report Writer

The main difference between both the report types is you can not copy or clone XpressO reports but you can copy the Report Writer type report.

You can run both the reports. For XpressO reports you will not see related actions but for Report Writer you can see the related actions where you can see the options like Copy, Run , Schedule (See in the screenshot below)

You can access the delivered report "Workday Standard Reports" to view all the delivered reports. Make use you have access to it.

Report Name: Workday Standard Reports,

You can select the report categories like Benefits, Compensation, Time, Core HR etc., to fetch the delivered reports.

Workday Standard Reports

Workday Standard Reports

Workday Report Writer

Workday XpressO Report

What's New in Workday - Standard Report

What's New in Workday

What's New is a delivered Standard Workday Report

This report provides release notes for Workday features and enhancements delivered to the preview tenant for the upcoming release. It's run in in Preview tenant and is updated on weekly basis.

Report - What's New in Workday

Example of Workday 2020 Release 2, Also you may search with the date duration From and To. Additionally, if you want to pick and choose some specific Functional Areas and Subcategories you may do so.

Select the Date range, and the Functionality (Multiple-Selection allowed) that you want to check. This results will show up on the next screen.

Scroll towards the right of the report in your tenant where you will notice Tenant, Preview Date, Tentative Production Date, Production Date. These are important fields.

For the given duration you will see the report which holds all the enhancement features that were released, about to release. With the date filters, you can select and identify all versions and related enhancements. 

The report results can be extracted in two formats - xls, pdf.

You can see another report - What's new in Last 7 days 

This report gives you  an alternate view to quickly check the newly added documentation for functional areas enabled in preview tenant. 

This report can be configured as a worklet in Adoption Planning dashboard in your Preview and Production tenants.

The report allows you to specify a different date range if you wanted to see, say 2 weeks, 1 month etc.,