Reference: Tenant Analyzer

The

Tenant Analyzer

(secured to the Set Up: Tenant Setup - Tenant Analyzer
domain in the System functional area) is a preconfigured profile of reports for reviewing your payroll, absence, reporting, and financial management configurations to enable you to:

Verify your tenant configuration against Workday recommendations.

Troubleshoot performance issues.

As your tenant grows, you can also use

Tenant Analyzer

to get a quick inventory of your payroll, absence, reporting, and financial management setup.

Absence Profile Group: Report
Description
Example Use

Validations

Displays absence configurations that don't meet Workday recommendations.
Security: Set Up: Time Off (General)
domain in the Time Off and Leave functional area.

Identify and resolve accruals that are missing a time off plan.

Calculation Exception Audit

Displays the number calculations with exceptions. You can drill down on the number to view and resolve exceptions.
Security:
Set Up: Time Off (Calculations - Generic)
domain in the Time Off and Leave functional area.
Set Up: Calculations - Generic
domain in the Core Payroll functional area.

Identify and resolve calculations that reference other calculations with a different category.
Payroll Profile Group: Report
Description
Example Use

Pay Groups

Displays all pay groups and related configuration, such as:
Number of employees.
Run category.
Gross and net pay accumulations.
Period schedule.

Security: Set Up: Payroll - Pay Group Specific
domain in the Core Payroll functional area.

Verify that all pay groups use the same gross and net pay accumulations.

Accounting

Displays all account posting rule sets and related configuration, such as:
Posting rules.
Posting rule conditions.
Condition dimensions.

Security: Set Up: Payroll - Company Specific (Accounting)
domain in the Core Payroll functional area.

Identify any companies and rule types associated with account posting rule sets.

Validations

Displays payroll configurations that don't meet Workday recommendations.
Security: Set Up: Payroll
domain in the Core Payroll functional area.

Identify any pay groups that have no calculated pay periods, and investigate whether you need them.

Calculation Exception Audit

Displays the number of payroll calculations with exceptions. You can drill down on the number to view and resolve exceptions.
Security:
Set Up: Time Off (Calculations - Generic)
domain in the Time Off and Leave functional area.
Set Up: Calculations - Generic
domain in the Core Payroll functional area.

Identify and resolve deductions that are retrieving values from benefit plans they aren't associated with.

PCGs for Payroll Calculations

Displays payroll calculations and their associated pay component groups.
Security: Set Up: Payroll (Calculations - Payroll Specific)
domain in the Core Payroll functional area.

Verify that a pay component is in all of the appropriate pay component groups.

Results/Result Lines

Displays these statistics for each pay group:
Results.
Result lines.
Related result lines.

Security: Reports: Pay Calculation Results for Pay Group (Results)
domain in the Core Payroll functional area.

Identify any pay groups with more results than expected and investigate whether you can optimize the run criteria.
Reporting Profile Group: Report
Description
Example Use

Payroll Reporting Validations

Displays custom reports that use data sources for which an equivalent indexed data source filter is available.
Security: Set Up: Payroll
domain in the Core Payroll functional area.

Identify custom reports that you can update to improve performance.
Performance Profile Group: Report
Description
Example Use

Payroll Performance Validations

Displays payroll configurations that don't meet Workday recommendations.
Security: Set Up: Payroll
domain in the Core Payroll functional area.

Identify run categories that don't use a specific status and use a generic Active or Terminated status instead.
Financials Profile Group: Report
Description
Example Use

Financials Accounting Configuration

Displays all account posting rule sets and related configuration, such as:
Posting rules.
Posting rule conditions.
Condition dimensions.

Security:
Set Up: Funding Sources
domain in the Financial Accounting functional area.
Set Up: Matching Rule Set
domain in the Banking and Settlement and Financial Accounting functional areas.
Set Up: Payroll - Company Specific (Accounting)
domain in the Core Payroll functional area.

Identify any companies and rule types associated with account posting rule sets.

Financials Tenant Analyzer Validations

Displays financial management configurations that don't meet Workday recommendations.

Security: Set Up: Time Off (General)
domain in the Time Off and Leave functional area.

Identify companies with no open ledger period.

Report	Description	Example Use
Validations	Displays absence configurations that don't meet Workday recommendations. Security: Set Up: Time Off (General) domain in the Time Off and Leave functional area.	Identify and resolve accruals that are missing a time off plan.
Calculation Exception Audit	Displays the number calculations with exceptions. You can drill down on the number to view and resolve exceptions. Security: Set Up: Time Off (Calculations - Generic) domain in the Time Off and Leave functional area. Set Up: Calculations - Generic domain in the Core Payroll functional area.	Identify and resolve calculations that reference other calculations with a different category.

Report	Description	Example Use
Pay Groups	Displays all pay groups and related configuration, such as: Number of employees. Run category. Gross and net pay accumulations. Period schedule. Security: Set Up: Payroll - Pay Group Specific domain in the Core Payroll functional area.	Verify that all pay groups use the same gross and net pay accumulations.
Accounting	Displays all account posting rule sets and related configuration, such as: Posting rules. Posting rule conditions. Condition dimensions. Security: Set Up: Payroll - Company Specific (Accounting) domain in the Core Payroll functional area.	Identify any companies and rule types associated with account posting rule sets.
Validations	Displays payroll configurations that don't meet Workday recommendations. Security: Set Up: Payroll domain in the Core Payroll functional area.	Identify any pay groups that have no calculated pay periods, and investigate whether you need them.
Calculation Exception Audit	Displays the number of payroll calculations with exceptions. You can drill down on the number to view and resolve exceptions. Security: Set Up: Time Off (Calculations - Generic) domain in the Time Off and Leave functional area. Set Up: Calculations - Generic domain in the Core Payroll functional area.	Identify and resolve deductions that are retrieving values from benefit plans they aren't associated with.
PCGs for Payroll Calculations	Displays payroll calculations and their associated pay component groups. Security: Set Up: Payroll (Calculations - Payroll Specific) domain in the Core Payroll functional area.	Verify that a pay component is in all of the appropriate pay component groups.
Results/Result Lines	Displays these statistics for each pay group: Results. Result lines. Related result lines. Security: Reports: Pay Calculation Results for Pay Group (Results) domain in the Core Payroll functional area.	Identify any pay groups with more results than expected and investigate whether you can optimize the run criteria.

Report	Description	Example Use
Payroll Reporting Validations	Displays custom reports that use data sources for which an equivalent indexed data source filter is available. Security: Set Up: Payroll domain in the Core Payroll functional area.	Identify custom reports that you can update to improve performance.

Report	Description	Example Use
Payroll Performance Validations	Displays payroll configurations that don't meet Workday recommendations. Security: Set Up: Payroll domain in the Core Payroll functional area.	Identify run categories that don't use a specific status and use a generic Active or Terminated status instead.

Report	Description	Example Use
Financials Accounting Configuration	Displays all account posting rule sets and related configuration, such as: Posting rules. Posting rule conditions. Condition dimensions. Security: Set Up: Funding Sources domain in the Financial Accounting functional area. Set Up: Matching Rule Set domain in the Banking and Settlement and Financial Accounting functional areas. Set Up: Payroll - Company Specific (Accounting) domain in the Core Payroll functional area.	Identify any companies and rule types associated with account posting rule sets.
Financials Tenant Analyzer Validations	Displays financial management configurations that don't meet Workday recommendations. Security: Set Up: Time Off (General) domain in the Time Off and Leave functional area.	Identify companies with no open ledger period.

Steps: Set Up Profiles and Profile Groups