Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-10-04
Setup Considerations: Trended Workers Report Data Source

Setup Considerations: Trended Workers Report Data Source

You can use this topic to help make decisions when planning your configuration and use of the
Trended Workers
 report data source (RDS). It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

The
Trended Workers
 RDS is an indexed, Workday-delivered RDS that captures workforce activity and headcount data. You can compare data to discern patterns and view trends that occur over time in your organization.

Business Benefits

Creating reports in Workday with the
Trended Workers
 RDS enables you to:
  • Eliminate the extra effort of using multiple platforms to manipulate and analyze worker data.
  • Keep worker data more secure by reducing the need to export it to outside applications.
  • Make better-informed headcount decisions based on workforce trends over time.
  • Quickly create summary dashboards that display important trends in your workforce.

Use Cases

You can use the RDS to create custom dashboards and reports or use Workday-delivered standard reports to view staffing events in your organization. When you need to:
  • Gain insights into the terminations across your organization, run the
    Terminations by Type and Quarter
     standard report.
  • Report on the compensation, headcount, and turnover rate for each quarter, create a report that displays the data in a chart or table for each organization.
  • View the potential of a worker, use the
    Performance and Potential
     workforce composition dashboard so that supervisors can quickly view the data on their landing page.

Questions to Consider

Questions
Considerations
How far back do you need to track data?
Consider capturing the worker data that you need so that Workday doesn't process unnecessary information. Example: You can start collecting:
  • Data from the date your company started using your Workday production tenant, if the date is fewer than 72 months.
  • Only the data you need by limiting the number of months.
  • Up to72 months of production tenant data.
How often does Workday collect, delete, or update your worker data?
Workday:
  • Collects worker data based on the configurations set by the user in the
    Maintain Trended Workers
     task.
  • Updates the
    Trended Workers
     RDS weekly for nonproduction tenants (Implementation and Sandbox), and either nightly or every Monday for production tenants depending on your retroactive period selection.
  • Purges data older than 72 months from the RDS.

Recommendations

For best report performance, use only indexed calculated fields, indexed report fields, and built-in prompts instead of defining filters on the report.
Enabling trended worker data in your tenant can result in processing and storing large amounts of data. When managing your data, consider:
  • Running the
    Create Worker Trending Data
     task to synchronize data that you created more than 6 periods ago. Run this task during nonpeak hours when collecting or updating your data. Doing so conserves processing resources for day-to-day activities or other resource demands in your tenant.
  • Running the
    Fix Worker Trending Data
     task to fix corrupted indexed data and resynchronize the RDS with the reports in your tenant.
  • Running the
    Update Worker Trending Data
     task to synchronize data that you created fewer than 6 periods ago. Run this task during nonpeak hours when collecting or updating your data. Doing so conserves processing resources for day-to-day activities or other resource demands in your tenant.
  • Selecting a date that is less than a year ago when you debug or troubleshoot for performance. Doing so can help you find performance impacts much quicker than parsing through unnecessary data.

Requirements

No impact.

Limitations

  • Because Workday processes and stores large volumes of data, Workday purges data that is older than 72 periods from the RDS.
  • You can't use trending reports with text-based count distinct summarization fields as subreports in composite reporting.

Tenant Setup

You can enable trended worker data by accessing the
Edit Tenant Setup – Reporting and Analytics
 task and selecting the check box in the
Worker Trending
 section. You can view the status of this change by accessing the
Status
 tab on the
Maintain Trended Workers
 task.

Security

Domains
Considerations
Custom Report Administration
 in the System functional area.
Enables you to perform administrative tasks on reports and tasks.
Set Up: Tenant Setup - Reporting and Analytics
 in the System functional area.
Enables you to configure trended worker data in your tenant and provides access to configure conditions for using reporting and analytics.
Trended Worker Data
 in the Staffing functional area.
Provides access to all trended worker data.

Business Processes

No impact.

Reporting

Reports
Considerations
Maintain Trended Workers
On the
Status
 tab, Workday displays the recent run history for trended jobs and the status when you enable worker trending data in your tenant.
Worker Trending Audit
View all activity and snapshot data Workday captures for each period. You can assess the information and adjust the information you capture as your needs change.

Integrations

You can enable custom advanced reports that use the
Trended Workers
 RDS as web services and use them in integrations. You can import employee hire data into Workday using an Enterprise Interface Builder (EIB) integration.

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.