Reporting
Workday’s reporting function provides real-time, drillable insights into organizational data, allowing users to access, customize, and analyze information through standard reports and dashboards with access controlled by security roles for data like headcount, payroll, and performance, enabling data-driven decisions and strategic planning. It offers different report types (Basic, Advanced, Composite) and features like filters, prompts, and grouping for tailored insights, all accessible via search, the sitemap, or worklets.
Can we run reports in Workday that will show AP/GTA/Faculty employees who are term limited or have renewal dates, similar to our current Oracle?
Yes. Workday includes a report similar to the Oracle report titled “Salaried Employees With Specific End Dates – by Dept.”
Can we download and build our own excel files for the information we need. Is there a way to track previous dates to pull data?
Almost every report can be downloaded to Excel for easy customization. You can apply filters in Workday or export the full report and filter in Excel. Tracking previous dates depends on the report—many include date parameters or effective dates, allowing you to pull historical data when needed.
Will Vista Plus reports be discontinued?
From an HR perspective, yes, we’re not posting anything to Vista Plus out of Workday.
Can WorkDay data be linked to financial data in Power BI?
Yes. Anything previously connected to Power BI, such as the ODS, will continue to be available.
Are there supplemental pay reports in Workday?
Yes. Workday includes built-in reports for period activity pay, which covers supplemental pay. Search for ‘Payroll Activity Summary – Period Activity Pay’ in the Workday search bar.
How will the history of the legacy system be retained?
Oracle data will be stored in a database for reporting and W-2 access. The ODS will continue to hold legacy data, and there will be a crosswalk between legacy tables and Workday tables.
Are we able to get I-9 renewal reports through Workday?
Yes, one of the developed reports is an unexpiring I-9 report.