Role-Related Reports
Workday delivers a number of reports and report data sources to give you insight into available roles and role assignments. Some reports provide role information specific to your particular roles.
Reports
Report | Description |
|---|---|
My Leadership Roles | View the leadership roles assigned to your position. Also displays you on the organization chart as the leader of any organizations for which your position has a leadership role. The My Organizations filter on the Organizations prompt on reports includes organizations for which the role assignment for the processing user is both:
|
My Supporting Roles | View the supporting roles assigned to your position. The My Organizations filter on the Organizations prompt on reports includes organizations for which the role assignment for the processing user is both:
|
Role Assignments for Worker Position | Displays an overview of assignable roles
, security group membership, and access rights for the specified worker. Includes whether the role is inherited or directly assigned, and whether the role is active or inactive. You can limit results to specific roles, and filter out inactive organizations and inherited role assignments. If you enable time zones on role assignments, this report prompts you for an effective time zone, and the effective moment that Workday retrieves the role assignments. |
Role Assignment Permissions | Displays the security group whose members can administer each role. Enables you to view or edit the security groups that you can assign workers to each assignable role. |
Roles for Organizations and Subordinates | Displays the organization hierarchy of subordinate organizations. Select an organization in the hierarchy to see all the assignable roles, the worker in each, and whether they fill that role by assignment. If you enable time zones on role assignments, this report prompts you for an effective time zone and displays the effective moment that Workday retrieves the role assignments. |
Security History | Displays changes to roles and security for an organization in the specified time and date range. |
Security History for User | Displays all security transactions for a user for the selected time and date range. Details include additions and removals for security groups over time. |
Role-Based Security Audit | Displays role-based security access. It shows the security impact of the Hire, Job Change and Termination staffing transactions. |
Unassigned Roles Audit | Displays roles with no assigned positions. Details include the organization type, unassigned roles, and the minimum roles to assign. |
Unassigned Organization Roles Audit | Displays roles by organization with no positions assigned. Details include the organization type, unassigned roles, and the minimum roles to assign to each role. |
Unfilled Assigned Roles Audit | Displays roles assigned to unfilled positions. You can include or exclude inactive roles in the results. |
Duplicate Role Assignments | Displays role assigners with duplicate role assignments. |
View Assignable Roles | Displays an overview of all assignable roles, including the types of organizations that are role-enabled, the default role, and whether it’s restricted to single assignment, hidden if not assigned, or a leadership role. You can also see which security groups can assign specific roles. This report also includes security group and access right information associated with each role. |
Role Assignment Audit History | Displays an audit trail of role assignment snapshots in chronological order. To get a complete history of role assignments, use this report in combination with the Security History and Security History for User reports. |
Role Assignment History | Displays assignable roles, when they were assigned, and the workers to whom they were assigned.
When you configure the Role Assignment Time Zone Option on the Edit Tenant Setup – System task, it displays the processing user's time zone on the Role Assignment History tab of the Role Assignment History report. |
Role Assignment Snapshots for Role Assignees | If you're experiencing performance issues, this report will help to determine which role assignments are creating the biggest problems related to security evaluation. Rolees with no snapshots won't display in the Role Assignment Snapshots for Role Assignee report.
Note that performance problems can occur when the sum of the "Total Snapshot Count for Role Assignment" for all rows is greater than 100,000. |
Role Assignees with Highest Role Assignment Snapshot Volume | Helps to identify role assignees with the highest number of role assignment snapshots. It displays the top position IDs to use in the Role Assignment Snapshots for Role Assignee report. It helps to determine whether a high-volume of role assignments is causing performance issues. |
Worker Roles Audit | Displays the workers in a specified organization and any assignable roles, user-based or job-based security groups, or process-maintained roles to which they belong. |
Custom Report Fields
You can build a custom report using these report fields:
- Inherited Role Assignments:Returns inherited role assignees based on the access rights of the security group. Doesn't include default role assignments or role assignments that are directly assigned.
- Role Assigned to Workers:Returns workers assigned to specified roles, including directly assigned, inherited, or default role assignments.
- Unassigned Organization Roles:Returns the organization roles that are unfilled for an organization. A role is considered unfilled if it isn't directly assigned and isn't inherited.
Report Data Sources
Some report data sources that you can use to report on roles include:
- Assignable Roles
- Role-enabled instances
- Role Based Security Audit Log Lite
- Security History for Organization
- Security History for User