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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Custom Compensation Review Statements

Steps: Create Custom Compensation Review Statements

  • Download and install Workday Studio, including Report Designer, from Workday Community.
  • Enter
    .rptdesign
     in the
    File Type Set Up Instructions
     field on the
    Edit Tenant Setup - System
     task.
  • Assign the Report Writer user group to the user modifying the report.
  • Familiarize yourself with the Workday Studio documentation and tutorials for Report Designer.
Workday provides 3 compensation review statement formats. You can create custom statements by defining a business form layout using Workday tasks and Report Designer in Workday Studio.
  1. Download the report design attachments from Workday Community: Compensation Review (Merit) Statement on
    Workday Community
    .
  2. Make a copy of the
    Print Compensation Review Statement
     report.
    1. Access the
      Copy Standard Report to Custom Report
       task.
    2. Select the
      Print Compensation Review Statement
       report from the
      Standard Report Name
       prompt.
    3. Rename the report.
    4. On the
      Share
       tab, click the appropriate share option.
    5. Save the report.
    Use the Compensation Review Employee Adjustment for Statements report data source to ensure you can release and generate statements on the
    Release Compensation Review Statement
     task.
  3. Save the report data (XML) and XML schema (XSD) for later use in
    Workday Studio
    .
    1. As a related action off your custom
      Print Compensation Review Statement
       report, select
      Web Service
      View URLs
      .
    2. Select
      Workday XML
      REST
      Workday XML
      .
    3. When the XML source code displays, save it as an XML file to your local drive.
    4. Select
      Workday XML
      XSD
      XSD
      .
    5. When the XSD source code displays, save it as an XSD file to your local drive.
      Use the
      Save Page As
       feature in your browser. Don't copy and paste the text from the browser.
  4. Use
    Workday Studio
     to create a new report layout for the report design downloaded from
    Workday Community
    .
  5. Associate your custom
    Print Compensation Review Statement
     report with the new report layout.
    1. Access the
      Create Business Form Layout
       task.
    2. In the
      Report Design
       prompt, select
      Create
      Create Custom Business Form Report Design Attachment
      .
    3. Browse for the report design that you downloaded from Workday Community.
    4. Click
      Upload
      .
    5. In the
      Custom Report
       field, select your custom
      Print Compensation Review Statement
       report.
This statement is now available for selection in the
Create Compensation Review Statement Rule
 task. You can select it as the default layout or can associate it with 1 or more eligibility rules.
Create User-Based Security Groups
Reference: Edit Tenant Setup - System