Making the most out of your Workday data: 4 Insights for Better Reporting

Copyright NGA Human Resources. All rights reserved. 1

Making the Most of your Workday Data: 4 Insights for Better ReportingLive Webinar for Workday HCM Users

Tuesday October 14th, 12pm EDT


Making the Most of your Workday Data: 4 Insights for Better Reporting

• Third webinar of a three-part webinar series, Workday HCM from Implementation to ROI

• Today’s webinar will cover four practical insights:• Customer-Proven Reporting Best Practices• Custom Reports and Analytics• Actionable Insight with Fewer, More Impactful Reports• Reporting Tips and Tricks


Introductions

• Will Smith is the Workday Strategic Marketing and Commercial Executive at NGA Human Resources. Will is a Business Process Outsourcing leader with more than 15 years of experience leading HR solutions for large and mid-sized multi-national businesses.

• Chris Roberts is the Senior Director, Cloud ERPs at NGA Human Resources. Chris has more than 25 years of experience leading HR technology solutions for large and mid-sized multi-national businesses. Chris’ vast experience across the HR ERP landscape enables him to craft technology solutions for customers that allow them to maximize their technology investment and provide high-impact results to the business.

• Carrie Hotz-Barth is the Workday Services Portfolio Director at NGA Human Resources, where she manages the Workday strategic alliance and oversees integration product development. Carrie has more than 15 years of experience with leading global solutions for multiple HR processes in which she helps clients achieve their strategic objectives through HRO and technology outsourcing.

Copyright NGA Human Resources. All rights reserved.

Multi-country Payroll Partnership • NGA brings payroll delivery to Workday clients in 100+ countries

Pre-configured Payroll Connector• Reduced cost and time to implement• Bi-directional data exchange and elimination of dual data entry between systems• NGA Workday Connector integration is certified, further country certification ongoing

HRO / AMS Partner• Wrapping NGA’s service center technology around the Workday HRIS and payroll system to provide

Tier 1 support, administrative support, and managed/comprehensive payroll service

Workday Deployment Partner • Helping your clients onboard their Workday system

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Multi-Country Payroll partner

Payroll Connector

HRO /AMS partner

Continuous collaboration between both product teams on open issues and planned enhancements

Alliance Evolving Since 2011

Workday- NGA Partnership


• Interfaces and Reporting Management

• Workforce Analytics• Application Management• Release Management

• Organization & Employee Data Management

• Benefits Enrollment• Deduction and Leave

Administration• Talent Administration

• Payroll Processing & Compliance

• Court-Ordered Deductions Administration

• Tax and Filing• Time Administration Support

• Policies & Procedures• Inquiry / Case Handling • Self-Service Navigation Support • Document Management• Knowledge Management

NGA Services for Workday Clients

Service Center

System Services

HR Administration

PayrollProcessing

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Established Workday Partner since 2011


Workforce Analytics Is a Hot Topic

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“The datafication of HR is one of 2014's hottest topics, with 91 percent of organizations aspiring to move from reactive or operational reporting to proactive workforce analytics during the next 24 months.

Indeed, experience with workforce analytics has become a sought-after line item on HR professionals’ resumes.”

Workforce.com 9/24/2014


Selecting the Right Metrics

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• Aligned with business strategy• Actionable• Intuitive

“Must Have” Criteria

• Consistently measureable• Globally applicable• Managers have ability to

influence the metric• Compliance related

Absolute Criteria

• Tied to business value (1-3 yr. return)

• Richness of information• Organizational readiness

Desired Characteristics


Example of an Individual Manager Scorecard – Pharmaceutical Industry

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Workforce Success

• Quality index• Order fulfillment

rate• Working capital

ratios• Work stoppages

Workforce Behavior

• Team performance index

• Retention % of “A” players

• Leadership profile index

Workforce Mindset

• % that understand strategy

• % have skills to execute strategy

• % feels culture supports strategy

Workforce Financials

• Total compensation• Total bonus

payouts• Total options

granted• Total budget


Use Your Data to Tell a Story

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Define your Reporting Strategy

• Why is the report needed?

• Who gets the reports?

• What makes up the report definitions?

• When are they run?

• How are they to be delivered?


Center of Excellence for Reporting

• Executive Team (business sponsors)• Approve roadmap• Secure funding• Prioritize projects

• Business Team• Evangelize analytics• Coordinate super users• Define best practices• Define and document metrics• Gather requirements• Govern reports

• Technical Team• Understand advanced reporting concepts (cubes, trending, analytics)• Ensure the reports are optimized for good performance (no runaway queries)• Create complex report and dashboards• Participate in Workday Community and User Groups for sharing reports

Expect change and create a structured process in governing change


Standard and Custom Reports

Reporting is about using tools that give you the information you need, when you need it and in the format you need. You can even provide

interactive visualizations that let stakeholders visually explore ideas and information in detail

Custom Reports

Standard Reports


Workday Custom Report Basics

Know your data source (RDS) and your Class Report Fields (CRF)


Building on the Basics – Calculated Fields

You can calculate 20% of an employee's salary to compare it against their bonus amount.

You can calculate the difference between 2 dates, such as: Days remaining before an employee returns from leave, or number of months that a position has been open.

X + Y = Z


Actionable Custom Analytics

Analytics empowers leaders to become predictive, proactive, data-driven decision makers


Actionable Insight with Fewer, More Impactful ReportsTrended Workers Data Source• At the core of all trending report types is the Trended Workers data source. This data

source encompasses a number of fields that fall into 3 general categories:• Monthly worker snapshots. • Staffing events• Calculated metrics


Reporting Tips and Tricks - 1

Save paper – distribute electronically and reduce printingMake Reports Easily Accessible

Worklets in Dashboards or W: Drive



• Copy reports between tenants• When you export a report, the solution file automatically included all calc field

dependencies• The solution file can be copied to ANY Workday tenant• Use to move reports and calc fields between your tenant• Use to share reports and calc fields with other customers in the community• Instructions

• https://community.workday.com/doc/core/27215• Solution catalog• https://community.workday.com/solutioncatalog

Leverage the Community and Share Your Work

https://community.workday.com/doc/core/27215



Leverage Calculated Fields


Customer-Proven Reporting Best Practices

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1. Use data to tell your HR story 2. Establish a defined reporting and analytics strategy3. Measure what’s important – ditch the rest4. Expect change and create a structured process in governing change 5. Create a center of excellence – optimize skills, helps prioritize and maintain

control6. Share and leverage others reports on Workday Community7. Save paper – distribute electronically and reduce printing


Looking for more information?

[brochure]Application Management Servicefor Workday HCM

Download the leaflet at http://resources.ngahr.com/application-management-services-workday

[recorded webinar]4 Insights for Better Reporting

Replay the full webinar now:http://resources.ngahr.com/workday-hcm-4-insights-better-reporting

http://resources.ngahr.com/

http://resources.ngahr.com/

http://resources.ngahr.com/5-most-overlooked-elements-when-managing-hr-cloud

http://resources.ngahr.com/5-most-overlooked-elements-when-managing-hr-cloud

Making the most out of your Workday data: 4 Insights for Better Reporting

Technology

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