Understanding Workday Reporting

Understanding Workday Reporting

Workday provides robust reporting capabilities, enabling organizations to customize reports based on specific user requirements. These reports can be exported to formats such as MS Excel, facilitating effective data handling, analysis, and decision-making.

Types of Workday Reports

1. Basic Reports - Offer simple features for everyday reporting, such as payroll information, vacation accruals, and employee data. Users can generate reports regularly or on request, exporting them in PDF or Excel.

2. Advanced Reports - Provide extensive functionality, including multi-level sorting, detailed filtering, and multi-data object reporting. Key features include:

   • Automatic data access security

   • Totals and subtotals

   • Interactive columns

   • Basic visualizations (bar charts, pie charts)

   • Integration with Enterprise Interface Builder (EIB)

3. Composite Reports - Designed for complex financial scenarios, handling intricate computations typically required only in specific cases.

Workday Reports Based on User Roles

• Employee (Self-Service): Payslips, payment elections, benefits, emergency contacts, time-off requests, personal information.
• HR Partner: Employee details, staffing summaries, business process tracking, compensation spreadsheets.
• Manager: Compensation summaries, team headcount, schedules, staffing activities.
• HR Business Process Initiator (BPI): Job requisitions, visa and immigration details, employee contact information.
• Timekeeper: Timecard status, unmatched punches, overtime reports.
• Cost Center Manager: Worker costing allocations, merit-based compensation, time-off analysis.
• Finance Reviewer: Labor distribution, expiring costing allocations.
• Finance BPI: Worker costing, business analytics.
• Business Intelligence: BI reporting, salary analytics.

Steps to Run a Report in Workday

• Use the search bar to find the report.
• Select the report.
• Enter parameters (dates, organizational details).
• Click "OK" to generate the report.
• Filter results and export as needed (Excel/PDF).

Benefits of Using Workday Reporting

• Access to real-time data and analytics.
• Integration across HR, payroll, and finance functions.
• Customizable and detailed reporting.
• Advanced analytical capabilities for decision-making.
• User-friendly interface with robust data security.
• Automated and streamlined reporting processes.

Conclusion

Workday reporting is crucial for effective organizational management, supporting strategic decision-making through detailed analytics and efficient data management. Leveraging Workday reports enhances human capital management (HCM) strategies and operational efficiency.

Related Articles:

• Workday Studio
• Workday HCM Module
• Workday Certification
• Workday Integration