Concept: Calculated Fields Security
Security for calculated fields determines your access to the underlying fields in a report and determines the returned values for both report-specific and tenant-wide calculated fields. If you have authorization to view all field values in a calculated field, then Workday displays the appropriate value. If you don't have authorization, then zero displays for currency or numeric fields and a blank value displays for all other field types.
You can use a calculated field only if you have access to all of the fields in the calculation. Example: The field
Extended Amount
multiplies the field Hours
by the field Rate
. You must have access to both Hours
and Rate
to use Extended Amount
.Changing a calculated field can cause unintended downstream impacts to other processes, including:
- Financial reports.
- Hiring business processes.
- Reports that auditors rely on.
It's critical that users have the appropriate level of calculated field access. To ensure control and consistency, consider limiting access to specific individuals or creating additional security groups to grant specific actions for these domains:
- Custom Field Management: Enables users to create, change, or delete any tenant-wide calculated field.
- Private Calculated Field Management: Enables users to create, change, or delete any report-specific calculated field.
To assess the impacts of making changes to calculated fields used in reports, access the
Calculated Field Usage Hierarchy
report.