Concept: Workflow for Printing Compensation Review Statements Using Docs for Layouts

This topic shows how you can use Docs for Layouts to create a document layout and incorporate it into the workflow for generating Compensation Review Statements.

Copy the standard

Print Compensation Review Statement

report to a custom report (or create a new advanced report using the data source

Compensation Review Employee Adjustment for Statements

Access the

Copy Standard Report to Custom Report

task.

Select the

Print Compensation Review Statement

report from the

Standard Report Name

prompt and rename the report.

On the

tab, click the appropriate share option, and save the report.

Access the

Create Document Layout

task to create and publish a document layout.

Select the custom report to use as the source for the data available in the document layout.

Insert text, tables, images, headers, footers, and data fields.

Apply condition rules to define when content displays. Example: You can apply a condition to a section of text to display a bonus award only when the total bonus amount does not equal zero.

Click

Publish

to make the content in the layout active. After you publish the layout, it becomes available for selection when printing documents.

Preview the document layout to see how it looks with actual data.

When generating the XML file to upload for the preview, include data for only a single employee. To review multiple statements, use the

Release Compensation Review Statement

task in a sandbox or an implementation tenant.

From the document layout, open the report in the

Source

field and select

Custom Report

Run

from the related actions menu of the report.

Select any appropriate prompts and click

From the report, select

Web Service

View URLs

from the related actions menu.

Select any appropriate prompts and click

In the

Workday XML

section select

REST Workday XML

. The XML source code displays in a new browser tab.

Right-click in the area containing the XML and then click

Save as…

to save the data as an XML file.

From the document layout, click

Preview

Click

Upload

, navigate to the XML file you saved, and click

Open

. The preview displays in a new browser tab.

Access the

Create Business Form Layout

task to associate the document layout with the custom report.

Select the

Active

check box.

Select the

Document Layout

option and choose the appropriate document layout as the

Source

Select the same report in the

Custom Report

field that you used in the document layout.

Access the

Create Compensation Review Statement Rule

task and from the

Layout

field, select the business form layout that includes the document layout .

Access the

Release Compensation Review Statement

task and from the

Compensation Review Statement Rule

field, select the rule with the business form layout.