Reporting: Managers

Objective: This guide lists Workday reports recommended for Managers and includes information about both
reports and dashboards.

Workday has over 250 standard reports in addition to Yale custom reports. A report name ending
with “Yale” indicates that the report has been customized for Yale.
For an overview of the reporting tools and features available in Workday, see the Reporting: Tools
and Features training guide.
 Compensation
o Compensation Spreadsheet—Yale
o Estimated Compensation for a Period Report
o One-Time Payments—Yale
 Delegation and Roles
o My Delegations
o Role Assignments for Supervisory Organizations—Yale
 Employee Contacts, Demographics and Diversity
o Active Employees—Yale
o Birthdays for This Week and Next
o Employee Emergency Contacts—Yale
o Employment Demographics—Yale
 Headcount, FTEs and Positions
o Headcount and FTE by Month—Yale
o Job Requisitions—Yale
o Open Position Summary
 Hires and Terminations
o Fiscal YTD Hires—Yale
o Staffing Activity Summary
o Terminations—Yale
 Job Changes
o Comp & Job History from a Previous System—Yale
o Worker Change History Report—Yale
 Onboarding
o Form I-9 Process Status Worklet
o Onboarding Status Summary Worklet

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 1 | 8
 Reporting: Managers

 Organizations and Charts

o My Team Worklet – Org Chart Reports
 Dashboards
o Workforce Planning Dashboard

Run a Report View Dashboards

From the Workday Landing Page: Dashboards are designed to simplify
navigation by placing key
1. Click in the Search bar, type the Report
management information for
Name of the report you wish to run, and hit
interactive analysis in a single
enter.
location.
Note: See table above to determine the exact
The dashboard worklet will appear on the home
Report Name to enter.
screen of those with a business need to view
2. Select the report. various reports and charts.
3. In the Organization field, type the name of Different Dashboards have been created for
the Supervisory Organization (or the different audiences. The list of reports housed
manager’s name who owns the Supervisory in your Dashboard are reports recommended
Organization) and select the Supervisory for your role.
Organization for which you want to run a
report. Yale Custom Reports
4. If applicable, enter all the appropriate The Yale Custom Report worklet
information in the other prompt fields that displays a list of reports ending
appear. with “Yale” indicating that these
5. Click OK. reports have been developed and
customized for Yale.
6. If you wish to adjust column width, sort
data, filter data, export to excel, create a At this time only the Workday
chart, drill down for information, save as a reporting team has the ability to create custom
PDF or print report, schedule a report, or reports. If there is a report critical for your work
add a report to the favorites worklet, see that is not currently available, please email your
Reporting: Tools and Features training needs to: employee.services@yale.edu.
guide. If you do not have access the information in a
report, then you will not be able to run that
report.

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 2 | 8
 Reporting: Managers

Report Name Roles that can view it Description

Active  HR Partner View basic demographic information

Employees—  Employee Relations Specialist regarding the active employees within the
Yale  Department HR Support Specialist organizations you support.
 Business Partner Notes for User
 Strategic Business Partner
 Required prompt: Organizations
 Compensation Partner/Associate
 Manager  Optional prompts: Include Subordinate
 HCM View-Only Organizations, Worker Type, Employee
Type, Contingent Worker Type, Job
Category

Birthdays for  Strategic Business Partners View a list of worker birthdays in the next
This Week  Business Partners two weeks. Details include the date of the
and Next  HR Partner next birthday and the worker name.
 Employee Relations Specialist Notes for User
 Department HR Support Specialist
 Required prompt: none
 HCM View-Only
 Manager  Optional prompt: none

Comp & Job (Almost all roles can run this report) This report pulls the past five years of job
History from  Strategic Business Partners and compensation history from Oracle for
a Previous  Business Partners an individual.
 Compensation Partner/Associate Notes for User
System—Yale
 HR Partner
 Required Prompt: Employee Name
 Employee Relations Specialist
 Department HR Support Specialist
 HCM View-Only
 Recruiter (All varieties)
 Staffing Associate

Compensation  Business Partner For one or more organizations that you

Spreadsheet—  Compensation Partner/Associate manage or support, and optionally their
Yale  HR Administrator subordinates, view each worker's
 HR Partner compensation package, whether the
 Manager compensation is within guidelines, or view
 Strategic Business Partner their position in range. Enables you to
 Employee Relations Specialist manage compensation at a broad level for
 Department HR Support Specialist an organization. Additional details include
 HCM View-Only hire date, position, total base pay, total
salary, allowances, base pay quartile, and
compensation plans. As a related action on
the worker, you can request compensation
changes.
Notes for User
 Required prompt: Organization
 Optional prompts: View as of, Include
Subordinate Organizations

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 3 | 8
 Reporting: Managers

Report Name Roles that can view it Description

Employee (Almost all roles can run this report) View a worker's emergency contacts,
Emergency  Strategic Business Partners including the contact person's name,
Contacts—Yale  Business Partners relationship, contact priority, languages
 Compensation Partner spoken, phone number, and email
 HR Partner address.
 Employee Relations Specialist
Notes for User
 Department HR Support
Specialist  Required prompt: Organizations
 HCM View-Only
 Optional prompts: View as of, Include
 Recruiter (All varieties)
Subordinate Organizations
 Staffing Associate
 Manager

Employment (Almost all roles can run this report) View employee demographic details, such
Demographics—  Strategic Business Partners as age, gender, and ethnicity by
Yale  Business Partners organization. Includes compensation
 Compensation Partner/Associate information.
 HR Partner
Notes for User
 Employee Relations Specialist
 Department HR Support  Required prompt: Organization
Specialist
 Optional prompts: Include
 HCM View-Only
Subordinate Organizations, Worker
 Recruiter (All varieties)
Type, Employee Type, Contingent
 Staffing Associate
Worker Type, and Job Category
 Manager

Estimated  HR Partner View the estimated compensation for

Compensation  Compensation Partner/Associate employees in an organization for a
for a Period  Employee Relations Specialist specified period of time. Values will be
 Department HR Support displayed in the currency selected for the
Report
Specialist report.
 Business Partner
Notes for User
 Strategic Business Partner
 Manager  Required prompts: Currency,
 HCM View-Only Organizations, Start Date and End
Date
 Optional prompts: Include
Subordinate Organizations

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 4 | 8
 Reporting: Managers

Report Name Roles that can view it Description

Fiscal YTD  HR Partner View a list of fiscal year to date new hires
Hires—Yale  Employee Relations Specialist to the University in the organization (either
 Department HR Support Specialist supervisory or home organization)
 Business Partner selected. This report includes
 Strategic Business Partner compensation and other demographic
 Manager information about the new hire. Internal
 HCM View-Only transfers are not reflected on this report.
 Compensation Partner
Notes for User
 Recruiter(s)
 Staffing Associate  Required prompt: Organization

Form I-9  Managers The I-9 Process Status Worklet displays

Process  Matrix Managers summarized information about the I-9
Status  HR Partners Forms for your workers. It displays counts
 Business Partners of “Overdue”, “Assigned to Employee”, “In
Worklet
 Strategic Business Partners Document Review”, “Pending Finalization”,
 Department HR Support Specialist and “Recently Finalized” I-9 Forms.
 Employee Relations Specialist
 HCM View-Only

Headcount  HR Partner View an interactive chart of headcount and

and FTE by  Employee Relations Specialist FTE counts by fiscal year and month. Chart
Month—Yale  Department HR Support Specialist can be filtered by employee type, job
 Business Partner category, job family, supervisory org, etc.
 Strategic Business Partner Drill into counts for additional detail data
 Recruiter(s) by various dimensions.
 HCM View-Only
Notes for User
 Manager
 Required prompt: None
 Optional prompts: Time Series Start
and End Date

Job  HR Partner View a list of job requisitions created within

Requisitions—  Business Partner a specified time frame and by requisition
Yale  Strategic Business Partner status. Details include the supervisory
 Recruiter(s) organization, status, the date the
 Staffing Associate requisition was entered, the recruiting start
 Compensation Partner/Associate date and target hire date, and the event by
 Manager which the position was filled.
 Department HR Support Specialist
Notes for User
 Employee Relations Specialist
 Required Prompts: Job Requisition
Status
 Optional Prompts: Job Requisition
Entered On or After, Organization

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 5 | 8
 Reporting: Managers

Report Name Roles that can view it Description

My  Employee Self-Service View Current Delegations with a button to

Delegations request delegation changes, Current Task
Delegations, Delegation History, Delegated
Tasks, and Business Processes allowed for
Delegation. Enables you to monitor and
manage your delegated tasks.
Notes for User
 Required prompt: none
 Optional prompt: none

My Team  Managers The My Team Worklet is convenient for

Worklet-Org  Matrix Managers managing your team. With this Worklet
Chart Reports you can initiate business processes
(requisition, hire, terminate, promote, etc.)
as well as view reports and org charts that
will provide you with information about
your team (demographics, emergency
contacts, headcount, etc…

Onboarding  Managers The Onboarding Status Summary Worklet

Status  Matrix Managers displays summarized information about
Summary  HR Partners onboarding activities in the supervisory
 Business Partners organizations that you support. It displays
Worklet
 Strategic Business Partners Onboarding Activities “Not Started”, “In
 Department HR Support Specialist Progress”, “Completed”, and “Total metrics
 Employee Relations Specialist for each supervisory org you manage.
 HCM View-Only

One Time  HR Partner View approved one-time payments

Payments—  Employee Relations Specialist (excluding benefits-related payments and
Yale  Department HR Support Specialist certain one-time student and PDF
 Business Partner payments). You can narrow your report
 Strategic Business Partner results to a specific date range or
 Compensation Partner/Associate organizations, or any combination of these
 HCM View-Only criteria. Report details include employee
 Manager ID, job category, supervisory organization,
date of the payment approval, payment
amount, type of compensation, and any
additional information captured during the
process.
Notes for User
 Required prompt: Organization
 Optional prompt: Include Subordinate
Organizations

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 6 | 8
 Reporting: Managers

Report Name Roles that can view it Description

Open Position  HR Partner View a staffing summary for a specific

Summary  Employee Relations Specialist supervisory organization that uses
 Department HR Support position management as the staffing
Specialist model. Summary includes the number of
 Business Partner current workers, pending offers, future
 Strategic Business Partner hires, and Q1 to Q4 totals for a specific
 Recruiter(s) organization and the next level down in
 Manager the organization hierarchy, which is an
 HCM View-Only accumulation of all the organizations
below it. You can drill down to see the
details for each number.
Notes for User
 Required prompt: Organization
 Optional prompt: Include Employee,
Include Contingent Worker

Role (Almost all roles can run this report) This report displays the role assignments
Assignments  Strategic Business Partners for a supervisory organization and all its
for Supervisory  Business Partners subordinates. The report will display one
 Compensation Partner line per supervisory organization and will
Organizations—
 HR Partner list the worker names that holds the roles
Yale for that organization.
 Employee Relations Specialist
 Department HR Support
Notes for User
Specialist
 HCM View-Only  Required Prompt: none
 Recruiter (All varieties)
 Optional Prompt: Organization
 Staffing Associate
 Manager

Staffing  HR Partner View a summary of all staffing activity for

Activity  Employee Relations Specialist both primary and additional jobs in an
Summary  Department HR Support organization for a given time period or
Specialist date range. Enables you to view the total
 Business Partner number of staffing transactions such as
 Strategic Business Partner hires, terminations, and transfers, as well
 HCM View-Only as to see beginning and ending headcount
 Manager over a specified time period.
Notes for User
 Required prompts: Organization, Time
Period / Relative To or Date Range
From / To.
 Optional prompts: Include
Subordinate Organizations, Include
Pending Activity, Include Future
Activity, Show Organization Role

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 7 | 8
 Reporting: Managers

Report Name Roles that can view it Description

Terminations—  HR Partner View a list of terminations by organization

Yale  Employee Relations Specialist (either supervisory or home organization)
 Department HR Support and specified time frame. Detail includes
Specialist employee name, employee type, job
 Business Partner category, job profile, termination date and
 Strategic Business Partner reason, as well as other demographic
 Recruiter(s) information.
 HCM View-Only
Notes for User
 Manager
 Required prompt: Organizations
 Optional prompts: Starting and Ending
Termination Date

Worker Change  HR Partner View a summary of worker changes in

History  Employee Relations Specialist one or more organizations. Enables you to
Report—Yale  Department HR Support analyze staffing and compensation
Specialist changes by person within organizations.
 Business Partner The work history includes current and
 Strategic Business Partner proposed changes to positions, managers,
 Recruiter(s) business sites, compensation grades, and
 HCM View-Only base pay amounts.
 Manager
Notes for User
 Required prompt: Organizations
 Optional prompts: Include subordinate
organizations, Include Managers, Start
Date and End Date

Workforce  Manager View an interactive display of reports

Planning  Matrix Manager containing a variety of information such
Dashboard as current headcount and open positions,
workers by home organization, and
business processes that are either in flight
or awaiting action by you.

For help contact the Employee Service Center: 432-5552 or employee.services@yale.edu

or visit the Workday@Yale website: http://workday.yale.edu/training
Revised 06/27/15 HR Operations Page 8 | 8