WORKDAY REPORTING & Prism ANALYTICS WORKSTREAM
We’ve heard you loud and clear. When we spoke with employees across campus 28% of interviewees cited Reporting/Access to Data would be one of the most exciting Workday features for users.
Many shared the belief that the university’s current reporting capabilities are not up to the standards that a university of this size should be at, and also agreed that advanced training is needed. Currently, reports are requested from HR and the Finance data mart. Due to the multiple data sources, variations of data and manual data manipulation there is a lack of confidence in data-based decision making.
WHAT YOU CAN EXPECT
5 Major Changes with Reporting in Workday
Data updates in real-time, meaning reports always feature the most current data available. Transaction approvals and edits made in Workday will update right away, which means no more waiting overnight to run reports.
Actionable reports allow users to view specific details by use of filtering, sorting and drill-down, all in the same report. Reports will be interactive, and many can be accessed on mobile devices. Reports can be scheduled for auto-delivery to an individual’s inbox, or to multiple inboxes.
HR and Finance data can be displayed together in a single report. Users will no longer need to manage multiple external systems and export data to create and manage reports.
Dashboards consolidate key reports and information in one place, giving users improved navigation and visibility for more accurate, streamlined planning and decision making.
Security groups/roles determine which dashboards users can access, which reports they are able to run, the kinds of data that they are able to see in those reports (e.g. PII) and their ability to drill down into further details or initiate business processes.
WORKDAY REPORT CROSSWALK
What happened to my old reports?
Access the Workday Report Crosswalk to find the new Workday reports that correspond to many of the legacy reports. This crosswalk is updated weekly on Fridays and reflects the continuing progress of Workday report writing.
How will Workday handle equivalent PS/nVision reporting for Financials?
PS/nVision reports will not be carried forward with Workday. However, Workday reporting provides robust drill-down capabilities right on the page so you will not lose that functionality that you had with the PS/nVision reports.
We currently use queries to pull data in PeopleSoft. How will this translate in Workday?
Workday has amazing reporting functionality! Rather than running queries, you can run delivered Workday reports to get the information for your job role, or custom reports and dashboards can be created to meet information needs. There’s a central Workday Reporting team devoted to writing custom Workday reports to replace and enhance old PeopleSoft reports.
What financial reports will be available through this system?
We are still too early in the process to determine this information.
Will IKM data/Pegasus Mine Portal still be around or is that also being replaced for reporting?
IKM Data/Pegasus Mine Portal will continue through Phase I. Minor changes may occur in reports that include HR or Finance data.
Will reporting abilities be better in Workday than they were in PeopleSoft?
Yes, Workday provides many modern solutions for generating HR and Finance reports and gaining visibility into data. All data access is managed by security groups. Key benefits include:
- The ability to drill down and filter data to make more informed decisions;
- Create reports and analytics using real-time data; and,
- The ability to analyze finance, HR, and payroll information together since the data is in one system.
Will we be able to generate IKM-like queries to create our own reports and stats without having to get them done by a data professional on a case-by-case basis? Will training for this be available?
Workday delivers much more expansive operational and transactional reporting and analytics than has previously been available, so you should find that the need to run data queries for reports and stats is significantly reduced or eliminated altogether. Because reporting in Workday is significantly different and has a very steep learning curve, there is a central team of full-time Workday report writers who will be supporting the university by creating custom reports and dashboards to supplement what’s provided by Workday, and to meet specific information needs. There will also be individuals in various units, based upon their job role and function, who will have access to generate ad-hoc reports.