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Administrator Guide
Last Updated: 2023-09-08
Concept: Workday Scorecards

Concept: Workday Scorecards

A Workday scorecard is a snapshot of important metrics for a specific organization and time period. Supported organization types include:
  • Academic Unit and Academic Unit Hierarchy.
  • Business Unit and Business Unit Hierarchy.
  • Company and Company Hierarchy.
  • Cost Center and Cost Center Hierarchy.
  • Custom Organizations.
  • Location and Location Hierarchy.
  • Regional Hierarchy.
  • Supervisory.
Scorecard data can include:
  • Metric descriptions.
  • Metric trending from the prior period to the current period.
  • Review comments about individual metrics.
  • Status and recommendations to address a metric.
  • Target and actual values.
  • The period for which data computes and aggregates, such as a particular month or quarter.
You can base each metric on a scorecard on a Workday or external data source using:
  • A matrix report.
  • A Workday-delivered calculation.

Scorecard Results

Calculated metric values might differ from custom matrix report results that you use as a benchmark source for your metrics. Reports use the latest data from the data source when you run the report, while analytic metric values are a snapshot from the time that you calculate the metrics. Analytic metric values don't include any data that has:
  • An effective date after the date of the snapshot.
  • An effective date before the date of the snapshot, but hasn't been processed at the time of the snapshot.
Scorecards also remove inactive organizations by default, while custom reports don’t. However, you can configure your report to filter out inactive organizations.

Scorecard Roles

Scorecard roles are:
  • Scorecard administrators, who have access to the
    Metrics Management
     domain and, optionally, the
    Manage: Metric Values
     domain in the System functional area.
  • Scorecard reviewers, who have access to the
    Metrics in Review
     domain in the System functional area.
  • Scorecard users, who have access to the
    Metrics Published
     domain in the System functional area.

Workday-Delivered Scorecards

Workday provides preconfigured scorecards, such as:
  • Financial Executive Scorecard.
Workday-delivered scorecards include:
  • Composite reports and related subreports.
  • Dashboards.
  • Drill-to reports, when applicable.
  • Metric sets and metrics.
  • Prompt sets.

Custom Scorecards

In addition to using Workday-delivered scorecards, you can also create custom scorecards. If creating custom scorecards, you must provide additional training and security configuration for roles supporting scorecards.
Workday recommends contacting Workday Professional Services to implement custom scorecards.

Metric Calculations Report

The
Metric Calculations
 report lists Workday-delivered metric calculations and includes:
  • A detailed description.
  • The metrics based on the calculations.
  • The organization types supported.

Migrating Scorecards

Using Object Transporter, you can migrate scorecard components in this order:
  1. Metric sets. Object Transporter automatically moves any metrics, as well as the metric configurations and drill-to reports associated with the metrics in the metric set.
  2. Composite reports. Object Transporter also migrates the associated:
    • Analytic indicators.
    • Prompt sets.
    • Subreports.
  3. Dashboards.