workday matrix assignment

A view by criteria section allows users to view detailed data based on specific parameters, such as age group.

The grouping parameters can also be viewed by selecting the workday compensation grade, for example, if 29 workers are in non-management grade, users can view their details by selecting the grade and refreshing the report.

Drillable Report Updates: Streamlining Data Analysis

The report has been updated with detailed data, drill down options, and drillable fields, the drill down values is automatically added by the data source.

To restrict the drill down values, the user can select specific drillable fields, such as age group, compensation grade, and management level.

To sort data, the user can select a view by options option and disable all drilling for the report, the second option, disable drilling to details, is also available under drill down. Users can select this option and run the report.

Hiding Drill Down Criteria in workday reports

The grouping parameters are drillable parameters, but they cannot be hidden, to hide the criteria, the user can disable the entire drilling, users can then go back to the default drill down options and see the detailed data, sorted based on age.

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Our Must-Use Reports for Workday Learning

Custom Reports , Learning

Workday comes equipped with many useful reports for Learning right out of the box. In many cases, Workday provides the exact information you are looking for.

We’ve compiled a list of our go-to reports for Workday Learning – as well as a few Custom Report definitions (and use cases) you can download below!

Download our Custom Report Definitions for Workday’s Learning module!

Custom Report definitions will be delivered via email.

Custom Reports

Campaign completion details, report type: custom matrix report.

What the Report Does

This report shows a summary of learning campaigns including details such as the campaign type, campaign items, enrollment count, and completion status count of the items in the campaign.

It goes a step beyond the Workday Delivered report by grouping courses based on their status and offering drillable fields to get more information on workers who received the learning campaign.

Download the Custom Report Definitions

All Learning Assignments

This report shows a summary of all learning assignments including all assignment methods such as Manager Mass Enroll, Admin Mass Enroll, Web Services, Campaigns, and Retraining.

The report includes details such as learner details, assignment date, assignment status, due date, and completion moment.

Filters and prompts can be used to search for specific assignment mechanisms. This report goes beyond Workday Delivered reports by grouping assignment mechanisms for specific courses. Drillable fields can also be added to get more information on workers who were assigned the training (i.e. location, manager, supervisory org, etc.).

This report is like the campaign completion details report but includes additional learning assignment methods and details. It will improve the Admin & Manager experience by allowing users to track learning assignment completion in a single report.

This report is a part of a larger, more robust composite report that Commit offers. Reach out to us for more information to how to include all assignment mechanisms AND self-enrollment data in a single report.

Workday-Delivered Reports

Find workers to enroll, report type: workday-delivered , but you can copy as a custom report to include/exclude certain parameters.

This interactive report includes all workers in your organization. Filters enable Learning Admins and Managers to search for and enroll specific learners based on their supervisory organization, location, management level, job profile, etc.

This is a quick & easy way to mass enroll workers into learning courses. Additionally, you can utilize the Saved Search feature on the report to save groups of learners to reuse for future training initiatives.

My Team’s Learning

Report type: workday-delivered.

This report allows Managers to review their subordinates’ learning enrollments. This report can be added to the Learning dashboard so Managers can easily keep track of their direct reports’ training progress.

This overview report helps identify which courses learners have enrolled in, their registration status, completion progress, score/grade, etc.

This report is perfect for Managers who need to review and stay on top of their team’s training status.

Learner Schedule Calendar

This report helps learners review their upcoming training in a calendar-view format. For organizations that frequently offer instructor-led training, add this report to your learners’ dashboard to make it easy for them to keep track of their training schedule.

My Transcript

This report helps learners review all Not Started, In Progress, and Completed training.

It provides accessible links to incomplete courses and includes details such as learning content type, enrollment date, completion date, and expiration date (if applicable), and grade/score for each completed course.

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Workday Advanced Compensation Self Paced

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•   Compensation Grades - ASSIGNMENT
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Review the Workday Security Role matrix below and learn about role visibility, assignments, and implications. Click here for more information on role-based training .

Quick Links: Finance Roles – HR Roles

Last Updated: 08/31/2022

Finance Security Roles in Workday

Department accountant – award analyst – cost center manager cost center sponsored program manager – department expense data entry specialist finance business process initiator – finance reviewer – gift reviewer grants manager –  principal investigator – department procurement data entry specialist grant reviewer –  senior business manager – senior business officer   .

Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday. Below is a comprehensive list of Workday Finance security roles at University of Miami.

HR Security Roles in Workday

Security roles are Workday designations that determine access to the initiation and approval of business processes as well as to data in Workday. Below is a comprehensive list of Workday HR security roles at University of Miami.

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What are Workday Reports and how to do Workday Reporting

Learn what Workday Reports are, their types, and how to create them to do Workday Reporting effectively to drive informed decision-making.

Workday reports holding high significance in all modern and progressive business organizations in their endeavor of organizational management. Workday reports provide several invaluable insights that drive informed decision-making. As more and more businesses are increasingly adopting Workday for their operations in HR, finance, & several other operational needs, understanding Workday reporting becomes very important. In this blog, we will discuss various types of Workday Reports and Workday Reporting Tools , exploring the kinds of Workday reporting and ways to create them effectively.

What is meant by Workday Report?

Workday Reports are created to be utilized by functional or end users across Workday Human Capital Management (HCM), Financial Management, and Spend Management. They are easy to deploy and come with a user-friendly interface. In the application, reports are built-in which allows people to take action directly from the user interface based on the report output. Also, these reports are “built-in” and not a separate addition or afterthought, Workday reports take advantage of security setup therefore enabling access to real-time data where it matters most and when it’s needed most. Reports may additionally serve integrations, accessed through mobile devices, embedded in business process transactions for decision-making at decision time, and further formatted into business forms and pixel-perfect layouts via the Report Designer tool in Workday Studio.

Workday reports work with data in Human Capital Management (HCM); this allows people to scrutinize employee information, compensation, and organizational structure. These reports are created for ease of use and quick understanding to give real-time decision-making abilities that rely on precise data about the workforce.

Workday Report can be customized within the Workday platform. They enable users to extract and analyze all relevant data for specific purposes. These particular reports generally cover different areas like HR, time tracking, recruitment, payroll, performance management, administration benefits, and several others.

It is important to follow all the stated guidelines while writing a Workday report. These guidelines are as follows:

Consistency : Following guidelines ensure that all reports across the organization have a uniform structure and format. This consistency makes it easier for readers to understand and compare information from different reports.

Accuracy: Guidelines often include standards for data collection, analysis, and presentation, which help ensure the accuracy of the information presented in the report. This is essential for making informed decisions based on the report's findings.

Relevance : Guidelines typically outline the scope and objectives of the report, helping writers focus on relevant information that aligns with the intended purpose of the report. This ensures that the report provides valuable insights to its audience.

Compliance: Some guidelines may include regulatory requirements or internal policies that must be followed when creating reports. Adhering to these guidelines ensures that the report meets legal and compliance standards.

Clarity : Guidelines often include recommendations for clear and concise writing, as well as formatting preferences that enhance readability. Following these guidelines helps ensure that the report is easy to understand for its intended audience.

Efficiency : Adhering to guidelines can streamline the report-writing process by providing a structured framework to follow. This can save time and effort for both writers and reviewers.

Types of Workday Reports

Standard Reports – Workday has produced standard reports that are available to all the stakeholders and users of the software within that organization. You can create Standard reports by using either Workday Report Writer or with the help of XpressO, depending on the requirements of reporting. The traditional words of the Report Writer can be duplicated to produce custom reports that are catered to meet your unique requirements.

Workday offers a number of Standard Reports that can be easily customized to meet the needs of the end users. Reports that are based on in-depth real-time data are usually displayed on Workday’s dashboards. For engaging with the data, the generated reports can easily be stored in Workday or can easily be exported to Excel.

Workday provides two types of standard reports: Report Writer and XpressO.

Report Writer reports can be copied and customized via the Workday Report Writer tool.

XpressO reports are generated using a proprietary programming tool, which offers features for report development and cannot be replicated and adjusted using the Report Writer tool.

8 Types of Workday Custom Reports

Business owners can create custom reports with the help of Workday Report Writer. They can be created from scratch a replica of a personalized account or an already-written standard account. Workday provides a varied reporting option for various organizational needs.

The several types of reports that are used for constructing custom Workday reports are listed below. Using the various composite pieces, we can easily combine different advanced or existing matrix reports into a single word. Every message has a sub-report & each of the accounts comes from a source. Let's explore these different types:

1. Basic Reports - It has a very simple design and can be made with different options for novice or infrequent users to enable them to make essays quickly & using a simple procedure with just a few options. We can use the same to show, filter and sort the information from the main Business Object.

2 . Advanced Reports - The advanced reports help in assisting and enabling the data from the primary & linked business items for the purpose of display. You may also group & filter the available data, display the groups & subtotals, add charts, filter and sort the data, display grand totals, & share the data with other users to enable the report as an app & also use it as a web service.

3. Composite Reports - A composite report is a type of Workday report that allows you to combine different existing matrix reports into a single report.

4. Matrix Reports - Matrix reports are interactive reports and analytics across dimensions. They facilitate in-depth data exploration and can function as sub-reports.

5. Trending Reports - The Trending reports in Workday are very similar to matrix reports. It thoroughly examines & presents trending data of employees, like attrition and headcount over time.

6. Transposed Reports - The information’s related rows & columns are switched around. You can easily build reports for items of side-to-side business with transposed pieces.

7. Search Reports - Used as web services in outbound EIBs, search reports display the various search results that are based on the choices made for the report’s facet filters.

8. nBox Reports - These reports are used to calculate all the information & display the findings of the two-dimensional matrix.

Workday Reporting Tools

Workday has different reporting tools and features that enable employers to examine their HR, Finance, and SCM data. The following is a summary of some reporting tools in Workday:

Workday Report Writer

Report Writer in Workday is used to create custom reports. Reporting Writer is versatile enough for ad hoc or scheduled report generation. Users can configure comprehensive reports by defining report fields, filters, and sorting criteria. These include:

~ Pre-built Standard Reports ~ Ad-hoc Reporting ~ Workday Data Sources ~ Drill-down, metrics, and charts ~ Scheduling

Workday Dashboards

These show key metrics and performance indicators visually. Real-time data monitoring and goal tracking can be done using personalized dashboards containing graphs, charts or widgets.

In Workday, scorecards allow businesses to appraise and gauge their overall achievements about established objectives or benchmarks. People can establish scorecards for different sections or branches of their company to evaluate performance at various hierarchies.

Workday BIRT (Business Intelligence and Reporting Tools)

BIRT provides drag-and-drop features to allow users to build custom reports on the Studio canvas to customize per client's needs. Powerful reporting capabilities are provided through formatting options including visualization and discovery tools.

Workday Prism Analytics

Workday Prism analytics combines internal native data with external sources to report from Workday as a single system of record which allows blending data for visualizations and predictive modeling for finding patterns.

Best Practices to develop an effective Report using the Workday Reporting tool

By following these best practices, organizations can create accurate Workday reports that meet their needs while giving them real insights into their workforce.

Define Report’s Scope & Objectives – Before creating a Workday Report, it is essential to clearly define the objective that needs to be achieved from this Report & also the specific scopes that are to be covered. This involves explicitly identifying all the key questions that the Workday report will answer, the audience it is intended for, & and the parameters or timeframe it should ideally focus on.

Selecting the Right Type of Report – Workday offers different types of reports that are well-tailored to analyze the different needs of data, such as financial reports, payroll reports, HR reports, etc. You should ideally choose the type of Report that aligns with the defined objectives & the data that you require to analyze. For instance, if you are analyzing the performance of the employees, you might opt for the format of the performance evaluation report.

Choosing the Appropriate Source of Data – After the selection of the type of Report, you ideally need to identify the most relevant source of data within Workday that contains relevant information for generating your Report. This could be some specific Workday module, such as the financial module in case of financial data or the HR module in case of employee data.

Building the Report Utilizing Sources of Data, Fields, & Filters – Once you have identified the source of data, you need to begin building your Workday Report by judiciously selecting various necessary fields & elements of data to be included. Workday provides a very user-friendly interface to construct reports and allows you to drag and drop fields. It also allows you to apply calculations, & add filters as required to refine your available data.

Optimize Performance: Design a performant report i.e., consider this factor during the development phase such that unnecessary calculations, too many calculated fields, or processing that might cause slowness during execution time are avoided; also note effects imposed by filtering, sorting, or summarization in relation with performance issues.

Using Filters for Customizing Output – Filters allow you to narrow down the available data that are included in your Workday Report based on certain specific criteria. You need to utilize the filters for customizing the output of the concerned Report & focus on the most relevant information. For instance, you might opt to filter data of employees by department, status of employment, location, etc. to feasibly analyze the performance within the specific segments of the concerned business organization.

Sharing Your Workday Report – Once the Report you are working on is complete, it is time to share it with all the relevant stakeholders within the organization. Workday offers different options for sharing reports including exporting them to various file formats, opting to schedule the report delivery in an automated mode, or sharing them directly within the platform of Workday. You need to ensure that you share the Report securely & that the recipients have all the necessary access and permissions to view all the data in the shared Workday Report.

Ensure Data Accuracy: Test against known datasets or do data reconciliation to verify the accuracy of figures appearing on your reports. Also, ensure calculations/aggregations are rightly done according to business rules besides being correct all through.

Provide Context & Documentation: A technical and functional design document must be signed off by SMEs (Subject Matter Experts). You should give titles that describe what each section talks about plus headers/footers which can provide context for understanding the report itself. Document any assumptions made, calculations done, and even limits/caveats tied to data or reports.

Test & Validate: Test thoroughly via unit test, system test, and UAT in order to confirm whether it works as required and gives accurate results. Try different scenarios along with input parameters plus edge cases so that robustness, as well as reliability, gets validated through such tests.

Solicit Feedback: Share this document with others who may have something valuable to say about its contents then refine where necessary based on their feedback.

Document the Report: Write down how you designed your report, where did data came from (sources), what calculations were performed if any, and finally note all customizations carried out or settings changed during the creation process; keep such documents safe because they will be helpful when updating/ modifying reports later on.

Monitor Performance: Keep an eye on how this report performs over time so that areas needing optimization can easily be identified; make necessary adjustments always if need be in order to maintain optimal performance levels throughout.

How Can ERP Cloud Training Help in Workday Reporting?

At ERP Cloud Training , our experienced team of Workday professionals offers the most specialized training & guidance to organizations & individuals to create Workday Reports by leveraging their capabilities effectively. Our Workday Report Training courses largely cover the different aspects of Workday reporting which also includes the creation of Reports, customization, & optimization.

Workday reports have become indispensable tools for business organizations seeking to gain the most actionable insights from the available data. By thoroughly understanding the different types of Workday reports that are available & mastering the art of Workday reporting, several progressive businesses can drive the desired efficiency, improve the process of decision-making, & stay ahead in the highly competitive landscape of today’s time.

Categories: : Workday Report

*"> Frequently Asked Questions

How do i run an employee report on workday.

For running an employee report on Workday, you need to follow the below-mentioned steps: ~ Firstly, you need to log in to your Workday account. ~ Then you should click on the Reports tab. ~ Then you are required to choose the type of the report. ~ Search for the name of the report in the search bar. ~ Then click on the name of the report. ~ It is time to enter all the desired parameters, like as the name of the organization, starting date, & end date. ~ Then click OK for running the report. ~ Finally, you need to sort the results by using the filter icon that is present in the right corner. ~ The ultimate step is to export the created file in MS Excel by clicking on the Excel icon.

How do I find custom reports on Workday?

You need to follow the below-mentioned steps to be able to find custom reports on Workday: ~ Firstly, go to the Reports tab. ~ Then select “Find” & then click on “Advanced Search”. ~ Then use the filters or keywords to locate custom reports. ~ Finally, review the search results to find the desired Report.

How do I extract a report from Workday?

You may follow the below-mentioned steps for extracting a report from Workday: ~ Firstly, you need to open the desired Report. ~ Then, click on the icon named “export” which is usually indicated with a download symbol. ~ Then, choose the preferred file format like PDF, or Excel. ~ Finally, do not forget to save the specific extracted Report to your device.

Can I automate reports in Workday?

Yes, reports in Workday can easily be automated by following the below-mentioned steps: ~ Firstly, you need to navigate to the Reports tab. ~ Then you need to select the Report that you want to automate. ~ Click on the ellipses & then you can choose “Schedule”. ~ Then set the frequency as well as the timing for the automated Report. ~ The next step is to configure the recipients as well as the delivery preferences. ~ Finally, do not forget to save the schedule to automate the generation of Workday reports.

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Create Work Schedule Assignments

• Created by Maria Piret , last modified on Sep 08, 2022

Managers can create, edit, and assign employee-specific schedules to direct reports using the Assign Work Schedule task. Please make sure the schedules assigned align with the employee's job profile. 

On this job aid:

Assign a Work Schedule

• Select the Worker and Start Date for the scheduled assignment.
• Optionally, select an End Date.

• Click OK to proceed.

Example : If you wanted to give a worker Friday off every other week, you would create a second row on the grid and enter no hours for Friday. The work schedule will alternate between the two schedule rows.

• In the Order column, use the arrows to move rows up and down within the grid.

• If you are defining a simple schedule with only one meal, the default selection of Single Shift and Meal is appropriate.

Define the start and end times for shifts and meals each day, or indicate a 24-hour shift by selecting the 24-Hour Shift checkbox.

Note : If you selected a Pattern Type of Multiple Shifts and Meals, you can use the Add Row buttons to add additional start and end times per day for shifts and meals.

View the Schedule for a Worker

To confirm the schedule has been assigned correctly, you can use the View Schedule for Worker task.

  View the Schedule History for a Worker

You can use the Schedule History for Worker task to view the history of schedule assignment events.

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Role-Based Security Role Assignments

Role-based security assignments are those that are assigned to positions in Workday. These roles are not attached to users, but to the positions they are hired into within Workday. Role-based assignments are constrained, and limit access based on the organization(s) assigned. These assignments are primarily assigned based on Supervisory Organization but may also be assigned based on other organization types, such as Pay Group or Academic Unit.

Approval and Assignment of Role-Based Roles

• Role-based security assignments are requested using the “Security Request” process within Workday.
• All requests for role-based assignments must be approved in Workday by the Security Partner.
• Role-based security for employees of third-party service providers must be approved by the owner of the vendor relationship, and those employees or the vendor must agree to our confidentiality, privacy, and security terms.
• Requests for role-based security that is constrained to an organization type other than Supervisory Organization or Academic Unit shall require the approval of the Vice President for Human Resources, the Vice President for Finance and Treasurer, Vice President of Information Systems and Computing and Chief Information Officer, and the Director of Workday Operations.
• Requests for role-based security that is constrained to Supervisory Organizations above the School/Center level (President, EVP, Provost) shall require the approval of the Vice President for Human Resources, the Vice President for Finance and Treasurer, Vice President of Information Systems and Computing and Chief Information Officer, and the Director of Workday  Operations.
• Requests will be reviewed processed in Workday by the Workday Security Administrator(s).

Position Management

• Once a role-based assignment is assigned to a position, it will remain with that position until removed. Individuals hired into that position in the future will automatically receive the security.
• Assignments can be removed from positions upon request from the School/Center’s HR Partner(s) and/or Security Administrator.

Separation of Duties

• Individuals may not hold combinations of roles that circumvent business process transaction approvals by allowing one person to initiate and approve the entire transaction.
• The roles of HR Partner and Budget Partner may not be held by the same person in the same Supervisory Organization.

Monitoring of User-Based Role Assignments

• The Workday Security Administrator and Director of Workday Operations will be responsible for working with School/Center HR Partners and Security Administrators to review and audit security role assignments on a regular basis.  This review will ensure that the list of users on each group are appropriate and expected.
• This review of role-based assignments shall be done no less frequently than annually and may be done manually using Workday reporting, or in an automated manner using testing/auditing tools.
• Role-based assignments of employees of third-party service providers will be verified with the owner of the vendor relationship.

Removal of User-Based Role Assignments

The Workday Security Administrator or Director of Workday Operations may remove security role assignments at any time without warning if any malicious activity or a violation of University policy is detected or suspected.  Security may be removed upon request from appropriate offices, including but not limited to: ISC Security, the Office of Audit, Compliance, and Privacy, Division of Human Resources, Office of General Counsel, and the Division of Finance.

Provision for System/Module Implementation

There may be certain times when it may be necessary to assign role-based security to a larger than normal number of users. This may occur at system implementation, during the implementation of new functionality or modules, or as a result of a Workday release. In these cases, a list of users being assigned to each security role can be provided to the approvers listed above for bulk approval, by School/Center. In this case, the list of users and the approval shall be maintained in the same manner as the request forms.

Penn Employee Solution Center [email protected] or (215) 898-7372

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MATRIX Resources gains efficiency with a single finance and HR system.

“Workday opened our eyes to what is possible if you connect financial and HR data.”—Controller

faster consultant onboarding

savings by avoiding legacy-software updates

annual savings in expense processing

Critical to MATRIX Resources’ goals for year-over-year growth were improving the new-hire onboarding process and the consultant experience. At the same time, MATRIX faced large costs for updating unsupported legacy software. Managers looked for an alternative: a single software system that would offer a full set of finance, HR, payroll, project management, and procurement capabilities and help streamline processes.

Freedom to grow the business.

By deploying Workday, MATRIX Resources automated many everyday activities, giving people more time for higher-value tasks without increasing staffing. The organization can compete more effectively for talent, its most valuable asset. In addition, HR managers have access to self-service capabilities in their software tools. Instead of using paper forms to onboard consultants, they can run the entire process simply and efficiently in our software. Mark Green, controller at MATRIX Resources, says, “We’ve kept administrative headcounts the same, no matter what changes we made in our direction. We can now focus on what’s important to achieve our growth goals.” 

In reviewing Workday, MATRIX was delighted to find a technology partner that shared its values. “A big selling point for Workday was the people,” Green says. “They walk their talk. Their product provides what we need, and they also align with our culture. It’s a really good fit all around.”

Clear visibility and ease-of-use.

For MATRIX Resources’ account and business development managers, expense reporting and resource management are easier with Workday, and the automations improve operational efficiency by simplifying many everyday tasks. Green says, “Our sales team can get to all critical information in a single system. They can view clients’ receivables, enter consultants’ paid time off, and enter expense reports assisted by accurate work tags.” 

Company leadership enjoys immediate visibility into business operations. “Our owners love seeing the dashboards with our internal employee headcounts in Workday,” Green notes.

Owners love seeing the dashboards with our internal employee headcounts in Workday. Controller

Painless client audits.

Periodically, MATRIX clients can perform audits to be certain that the company manages its contracts fairly and accurately. Following the Workday deployment, that part of client management is considerably less stressful. Improved consistency in recognizing revenue, cleaner data, and tighter process controls have had a material impact on project accounting accuracy. Green says, “Without connected financial and HR data in Workday, we would have a tough time meeting some of our clients’ audit requirements. Now we can pass their audits with flying colors.”

Workday Community is a fantastic tool—the first place we look when we deal with an issue. Controller

Continuous innovation and shared experience.

MATRIX stays current with the Workday updates delivered through the cloud and is always eager to try out new capabilities. Green says, “We like learning about new Workday features and finding ways to take advantage of them.” 

Green and his colleagues see a lot of value in Workday Community, where they can connect with their peers in other businesses. Workday Community provides customers an inspiring and interactive space to share ideas and best practices. “We’ve been able to address some of our concerns by using other customers’ ideas,” Green adds. “Workday Community is a fantastic tool—the first place we look when we deal with an issue.”

• Professional and Business Services
• Financial Management
• Human Capital Management
• Procure to Pay

More Customer Stories

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