Retrieve the Termination event data based on time duration by creating the termination event report.

Before you begin

Role required: User with access to report creation and the Business Process Transactions data source.

  • Create all calculated fields for this report before developing the report, so that while creating report all fields are available.
  • While creating the report, ensure that the report name, report field names or column heading override for the respective field (if given in report document) is same as it is in report document.

    Report field label should be same as in report doc. Else, the developed action will fail.

  • While creating filter, ensure that you add parenthesis on filter.
  • All reports must be owned by the ISU user which will be used for accessing these actions on the ServiceNow platform.
  • In the Advanced section, Enable as webservice option should be selected.

Create all calculated fields so that these fields can be used while developing report.

  • Calculated field 1:
    • Create Aggregate Related Instances type calculated field named CF_Comment_By_Employee_ID.

      Configuring “CF_Comment_By_Employee_ID” calculated field for Action Event, showing Comment as source and Comment by Person as aggregate field.

    • Create Aggregate Related Instances type calculated field named CF_Comment_by_worker and use CF_Comment_By_Employee_ID in source field.

      Setting up “CF_Comment_by_worker” calculated field using “CF_Comment_By_Employee_ID” as source and Workers as aggregate field.

  • Calculated field 2:
    • Create LookUp Related Value type calculated field named CF_Termination reason.

      Configuring lookup calculated field “CF_Termination reason” for Action Event, selecting Termination Event and Primary Termination Reason.

    • Create LookUp Related Value type calculated field named CF_primary term reason and use above mentioned calculated field as Lookup field.

      Setting up “CF_primary term reason” calculated field using “CF_Termination reason” as lookup field and Termination Reason as return value.

  • Calculated field 3: Create LookUp Related Value type calculated field named CF_Position.

    Configuring lookup calculated field “CF_Position” for Termination Event, selecting Worker and Position as return value.

  • Calculated field 4: Create Aggregate Related Instances type calculated field named CF_Position.

    Setting up aggregate calculated field “CF_Position” for Action Event, using Worker as source and Position as aggregate field.

  • Calculated field 5: Create Substring text type calculated field named CF_resignation_primary_term_reason.

    Configuring substring text calculated field “CF_resignation_primary_term_reason” for Resignation Event, using Business Process Reason as text field.

Procedure

  1. Access the Create Custom Report task.
  2. Provide the report name such as, RPT_termination_report.
  3. Select report type as Advanced.
  4. Clear the Optimized for performance option.
  5. Select Data Source as Business Process Transactions.
  6. Leave the Temporary report option unchecked and click OK.
    Create Custom Report screen with report name, type, data source, and business object fields for termination event report setup.
  7. Select the report business object and report fields.
    Columns tab showing selected business objects, fields, column heading overrides, and formats for termination event report.Additional report columns for Termination Event, including last day of work, resignation, position, and comments.Report columns for Resignation Event, including notification date, notice period, resignation date, and comments.Report columns for Comments and Attachments, including comment fields, employee ID, Workday ID, attachment name, and uploaded by.Report columns for Attachments, showing attachment content field.
  8. In Group Column Heading section, select all business object as below.
    Group Column Heading for each business object will be blank. Group Column Headings section with business objects and blank group column headings for the report.
  9. In Filter section, select the value as given below.
    Ensure to add parenthesis. Filter section for report instances, showing conditions for Last Functionally Updated field with starting and ending prompt values.
  10. In Prompts section, select the highlighted effective date as prompt for effective as of date and select the Populate Undefined Prompt Defaults option.
    Prompts section with highlighted effective date, “populate undefined prompt defaults” checkbox, and display prompt values in subtitle option.
  11. Select the value of prompts as given below under Prompt default section.

    Make sure the Label For Prompt XML Alias of all prompt fields must be same.

    Prompt Defaults section listing prompt qualifiers, XML aliases, default types, default values, and required status for each prompt field.
  12. In Advanced section, select Enable as webservice option and click OK.
  13. Click on three dots icon and navigate to Web Services > View URLs option once report configuration is done.
    Advanced section with “enable as webservice” checkbox selected and View URLs option highlighted for report web service URLs.
  14. Select Business process as Termination or Submit Resignation, Transaction Status as In Progress, time range in Start Date and End Date, and click OK.
    Note: This step is one-time process required to get the WID of business process and transaction status. After the initial full load, transaction status ID is not needed as details of all events will be retrieved; In Progress as well as Completed.
    View URLs Web Service page showing fields for business process, transaction status, and date parameters for generating report URL.View URLs Web Service page showing fields for start date and end date parameters for generating report URL.
  15. In View URLs Web Service page, click the marked icon under the CSV section.

    A new browser tab is opened.

    CSV section in View URLs Web Service page, highlighting CSV link for exporting report data.

    The RaaS URL of the report is displayed in new browser tab and you can obtain these details from the link.

    Browser tab with generated RaaS URL for termination event report, showing Workday tenant base URL and report parameters.
    • https://wd2-impl-services1.workday.com is the base URL of customer's workday tenant.
    • Tenant_Name is the customer's workday tenant.
    • Report_Owner_user_name represents user name of the report's owner.
    • Report_Name is the report name.
    • Business_Processes%21WID=(32 character code) is the business process WID and Transaction_Status%21WID=(32 character code) is the Transaction WID.
    Note: After the initial full load, Transaction Status WID is not used as parameter as all in progress and completed transactions will be retrieved.
    Usecase Business process Workday ID
    Termination Termination cd09bb46446c11de98360015c5e6daf6
    Termination Submit Resignation 939f15e2eb371000099ebe0876cd932b

    Workday ID of In Progress transaction status is e2d08afc53614c37b32b31270bb8bee3.