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Administrator Guide
Last Updated: 2024-12-13
Reference: Learning Records and Report Data Sources

Reference: Learning Records and Report Data Sources

Record Types

Workday provides several types of learning records to enable you to track and report on learning:
Learning Record Type
Description
Enrollment
Workday creates this record type for learners when:
  • They enroll themselves in learning content.
  • Their manager enrolls them.
  • You enroll them using administrator mass-enroll or constrained mass-enroll by role.
Equivalent
Workday creates this record type for learners for each equivalent course when they complete a course that's equivalent to 1 or more courses.
Historical Tracking
For historical tracking purposes, you can create a shell of a course for noncatalog content using the
Put Learning Imported Content
web service. You can't search for or edit this content, but Workday displays associated records on the learner's transcript.
Workday creates this record type for learners when you use the
Put Learning Imported Record
web service to import large volumes of historical records for noncatalog content.
You can only view historical records on the
Learning tab
of a worker's
Career
page or on the
Learning Transcript
tab of Extended Enterprise profiles.
Learning Assignment
Workday creates assignment records when learners are assigned content, both required and non-required learning. The record provides detailed information about the learning assignment, indicating whether it was created:
  • Automatically for retraining purposes based on the expiration date on an enrollment.
  • By manager or mass-enroll.
  • By a learning campaign.
Learning Engagement
Workday creates learning engagement records for learners when you create learning campaigns to promote content or assign required learning.
Learning
The learning record details for a learner. Workday records:
  • Media tracking for learning course content items and stand-alone lessons.
  • Enrollments for course content items in learning programs and tracking for stand-alone lessons.
Learning Enrollment Pricing Record
Workday creates this record type when learners enroll into a pricing enabled course.
Tracking for Lesson
Workday creates this record type when learners start or complete a stand-alone lesson.

Learning Report Data Sources

Learning includes these report data sources (RDS):
RDS
Description
Learning Assignments by Learning Organization
Security: These domains in the Learning Core functional area:
  • Person Data: Learning
  • Reports: Learning Record
  • Self Service: Learning
A combined and indexed RDS that enables you to manage your learning compliance from a single place. It provides constrained access to learning assignments for workers and extended enterprise learners in a specific:
  • Affiliation
  • Location hierarchy
  • Supervisory organization
You can use this RDS in custom reports to find out who has completed learning across the organization, and the learning assignment mechanism. You can only report on learners who you have permission to access. Because this data source combines assignments with worker data, you can also add worker information to the report. Workday doesn't create an assignment record in the case where a learner chooses to take content and self-enrolls. A learner must have a successfully completed enrollment to complete the assignment.
Learning Assignment Records
Security: These domains in the Learning Core functional area:
  • Person Data: Learning
  • Reports: Learning Record
  • Self Service: Learning
Provides constrained access to learning assignments for workers and extended enterprise learners in a specific:
  • Affiliation.
  • Location hierarchy.
  • Supervisory organization.
Learning administrators have unconstrained access to the data, unlike learners and managers who have contextual access, based on their role in a supervisory organization.
You can use this RDS in custom reports to find out who has been assigned learning content across the organization, including the assignment mechanism, assignment status, and assignment completion data. You can only report on learners whom you have permission to access.
Learning Content
Security: These domains in the Learning Core functional area:
  • Learning Access
  • Manage: Learning Content
  • Manage: Learning Course Enrollments
  • Set Up: Learning Catalog
Provides access to internal learning content data, including:
  • Blended courses.
  • Course offerings.
  • Digital courses.
  • Programs.
  • Stand-alone lessons.
Learning Enrollments
Security: These domains in the Learning Core functional area:
  • Person Data: Learning
  • Reports: Learning Record
  • Self Service: Learning
A subset of learning records. Provides access to learning enrollment data for enrollments associated with an assignment or standalone enrollments. Example: A learner chooses to take learning content and enrolls, creating a self-enrollment record. Workday uses contextual security to determine if a user has permission to access the instances in an RDS. There are 3 groups of users within your organization who need contextual access to enrollment data:
  • Learners need to view their own enrollments.
  • Managers need to view their own enrollments and the enrollments of their direct reports.
  • Learning administrators need to view all enrollments.
Also provides constrained access to learning enrollments for workers and extended enterprise learners in a specific:
  • Affiliation.
  • Location hierarchy.
  • Supervisory organization.
Workday uses these domains in the Learning Core functional area to secure the RDS and ensure that users have contextual access to the data:
  • Self Service: Learning
    for learners.
  • Person Data: Learning
    for managers.
  • Reports: Learning Record
    and
    Manage: Learning Course Enrollments
    for learning administrators.
Learning administrators have unconstrained access to the data, unlike learners and managers who have contextual access, based on their role in a supervisory organization.
Workday-delivered reports that use this RDS include:
  • Learner Engagement
  • Learning by Length of Service
  • My Team's Learning
You can use this RDS in custom reports to print a completion certificate using a business form layout. See Steps: Create a Business Form Layout.
Learning Equivalency Record
Security: These domains in the Learning Core functional area:
  • Learning Access
  • Manage: Learning Content
  • Set Up: Learning Catalog
Enables you to track who has achieved equivalencies and which courses they completed to achieve the equivalency.
Learning Interests
Security: These domains in the Learning Core functional area:
  • Person Data: Learning
  • Reports: Learning Record
  • Self Service: Learning
Enables you to track expressions of interest in blended courses for learners. Example: To help learners identify when you've scheduled courses they’re interested in, you can create a custom report that includes the
Matching Offerings Scheduled
report field.
Learning Record
Security: These domains in the Learning Core functional area:
  • Person Data: Learning
  • Reports: Learning Record
  • Self Service: Learning
Provides a detailed overview of the learner's activity as it enables you to track combined data on:
  • Equivalencies.
  • Historical tracking imported content.
  • Learning enrollments, including self-enrollments.
  • Media tracking.
Workday displays this data on the learner's transcript.
Learning Trainer
Security: These domains in the Learning Core functional area:
  • Manage: Create and Edit Learning Roles
  • Reports: Archives External Learning Users
Enables you to track all the assessors and instructors.
Indexed Learning Campaign Records
Security:
Reports: Learning Campaign Records
in the Learning Core functional area.
Provides access to campaign items sent to workers, enabling you to track who has been assigned campaign items and their due dates.