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Administrator Guide
Last Updated: 2023-08-11
Steps: Set Up the Retention Risk Insight Application

Steps: Set Up the Retention Risk Insight Application

Minimum requirements include:
  • At least 18 months of historical data on voluntary termination, compensation, and employee talent and performance transactions in Workday.
  • Each organization selected during configuration must have a minimum 250 current employees. Workday recommends using larger organizations.
The Retention Risk Insight Application identifies key talent likely to leave based on attributes similar to workers that left the organization. You can use the reports as worklets on the
Retention Analysis
 dashboard.
Retention risk analysis is restricted to only full-time employees. All workers included in retention risk analysis must have FTE = 100 percent.
  1. Edit Domain Security Policies.
    1. Configure security for these domains in the Talent Insight Apps functional area:
      • Retention Risk
      • Retention Risk Factors
    2. Configure security for these domains in the System functional area:
      • Management Dashboard: Retention Analysis
      • Set Up: Tenant Setup - Insight Applications
    3. Configure security for the
      Trended Worker Data
       domain in the Staffing functional area.
  2. Configure the Retention Risk Insight Application to meet your business requirements. You can:
    • Enable analysis.
    • Select the supervisory organizations you want to include. Selected organizations must have at least 250 workers and can't be a subordinate of another selected organization.
    • Filter employees out of the analysis. Example: European Union workers.
    • (Optional) Override the default report fields with your own calculated or custom fields.
  3. Access the
    Activate Pending Security Policy Changes
     task to confirm changes.
  4. Set up the
    Retention Analysis
     dashboard. Add worklets as needed.
Access the
Retention Analysis
 dashboard to gain insight into retention risk data for your organization.