Create Resource Pool Audience
Security:
Administer Audience
in the System functional area.When a worker's core attributes change, Workday processes the worker from the audience accordingly by adding or removing them to the audience, if they still meet audience eligibility criteria.
Audience Builder enables you to:
- Build requirements for an audience using data source filters and related business objects.
- Create conditions that apply to a segment of the audience.
- Create conditions that apply to the entire audience.
- Preview an audience.
A Resource Pool Audience uses the Audience Builder tool to define a dynamic, self-updating membership for a standard resource pool, providing increased flexibility as the Audience Builder can use a wide range of data sources and criteria such as skills, certifications, location, or job profile to define the membership parameters. The membership is kept in sync automatically through a nightly process that refreshes the audience based on the latest worker data.
It is different from Dynamic Resource Pool which is less flexible because you are limited to the specific dimensions available in the setup task. Though, the pool updates automatically as workers' attributes change.
- Access theAudience Builderdashboard.
- ClickCreate Audience.
- As you complete theCreate Audienceprompt, consider:
Option Description Audience TypeSelectResource Pool.Data SourceSelect one of these report data sources:- Indexed: All Workers
- Workers for HCM Reporting
Indexed data sources aren’t updated in real-time. A change in Workday may not appear in the report until the next indexing cycle.Values in this prompt display only when the user has relevant access to it.Data Source FilterSelect an associated filter.Considerations:- Data source filters enable you to apply specific criteria to your primary data source when defining an audience, which provides granular control and improved performance when creating your audience.
- The data source you select determines the available fields building your audience.
- Values in this prompt display only when the user has relevant access to it.
- As you complete theAudience Criteriaprompt, consider:
Option Description Conditions sectionAdd a condition that applies to your entire audience.Considerations:- You can create as many conditions as needed for your audience.
- If you create an audience using related business objects, select the data source and 1 of these operators:
- Meetssubfilter
- Doesn’t meetsubfilter
You must have access to the fields you want to select in the conditions.Segments section (Optional)Create segments with additional conditions to further filter the audience.Considerations:- From theRelated Actionsmenu on the Segment, selectEdit Segmentto name the segment.
- You can create multiple segments with different sets of conditions.
- Each segment is joined together by an OR condition and every audience member must meet all conditions included in at least 1 of the segments.
Individual Exceptions section (Optional)Specify the individuals you want to include or exclude from the defined conditions and segments. You can:- Add a personto add a specific person to your audience.
- Remove a personto remove a specific person from your audience.
- (Optional) ClickPreview Audienceto view all audience members that match your audience criteria.
- This button displays based on your security permissions.
- To add columns to the preview window, click theSelect Columnsicon and enter up to 20 additional columns using the search field.
- To export the audience data to worksheets, clickExport to Worksheeticon and enter a name to create and export the Workbook.
- ClickSave.
Workday creates and saves the resource pool audience.
Use the audience in managing your resource pools.