Workday Reporting Quick Reference Guide (QRG)

Workday provides companies with a number of advantages, from hospitals, retail, news, banking, and everything in between. And it's a universal truth that you can't improve something you can't measure, no matter which class your company falls in. Fortunately, Workday provides a variety of ways to generate reports to help you better understand the performance of your business. This Workday Reporting Guide should give you an idea of how it actually works.

Types of Reporting

Workday provides three main forms of reporting which are

  • Basic
  • Advanced
  • Composite

·        Basic

Although Workday offers simple reports, its applications are very plain, making it less usable than the other two reporting forms. You will be able to review information related to Time Off, Employment, and more at this reporting stage. You can also generate simple or periodic documents if appropriate and export them to Excel or as a PDF if necessary.

·        Advanced

Advanced coverage is your powerhouse, your bread-and-butter, the feature that will meet your information needs with a supermajority. This sort of reporting will enable you to perform relatively complex reporting of multi-data objects (joins on tables) and enable the complicated collection of records (filtering) and multi-level figuring.

There are some incorporated features in Advanced reporting, including totals/subtotals, basic graphing (bar, circle, column) and automatically applied data access protection meaning that document designers don't really need to understand safety as its integrated into the process. Certain other important features for Advanced Reporting include reports that can be loaded into an EIB as well as simple monitoring for the person running this type of reporting.

·        Composite

Composite reporting is most widely used in special cases. This type of reporting favors more complicated tasks and is used extensively on Workday's Finance side, but rarely is required on the HCM side.

An Example of Workday Reporting

Here is an example of how the Composite report author could be used to ease writing on a gender wage gap. Let's assume we wanted to examine whether salaries to men and women (actual pay outcomes, not just the salary rate) is equal for our business over time, by pay scale.

For the last two years, they want to divide salary results into parts. They don't want to go at it by a single pay period but instead distinguish the regular hours paid from the overtime and the change time shift. We also want total, median, and percentage as a ratio of one subgroup (gender) to another, along with pay level and total compensation.

The research author "Composite" will support us to get answers in one report. It would also allow us to clarify that if there is a gender-based pay gap or the difference is due to overtime assignment, as well as if there is a problem in pay grades.

Copyright © 2018 - 2020 Work Kloud. All Rights Reserved.