Workday configuration for workers performance review historical data report

Retrieve the workers historical performance review information by creating the workers performance review historical data report.

Before you begin

Role required: User with access to report creation and the Workers by Organization 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_Competencies_all

  

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• Calculated field 2: Create Aggregate Related Instances type calculated field named CF Content Evaluation - Accomplishments all

  

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• Calculated field 3: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Areas for Development all

  

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• Calculated field 4: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Career Interests all

  

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• Calculated field 5: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Goals all

  

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• Calculated field 6: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Responsibilities all

  

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• Calculated field 7: Create True False condition type calculated field named CF_evaluated by manager

  

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Procedure

1. Access the Create Custom Report task.
2. Provide the report name such as, CR Employee performance review historical data.
3. Select report type as Advanced.
4. Clear the Optimized for performance option.
5. Select Data Source as Workers by Organization.
6. Do not select the Temporary report option and click OK.
   
7. Select the report business object and report fields.

   

   Workday HR spoke.

   

   

8. In Group Column Heading section, select all business object as below.
   Group Column Heading for each business object will be blank.
9. In Sort section, select the value as shown below.
   
10. In Sort section, under Sub level sort, select the value as shown below.
    

    

    

    

11. In Filter section, select the value as given below.
    Ensure to add parenthesis.
12. In Sub-Filter section, select the value as given below.
    Ensure to add parenthesis.

    

    

    

13. In Prompts section, select the Populate Undefined Prompt Defaults option.
    
14. 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.

    
15. In Advanced section, select Enable as webservice option and click OK.
16. Click on three dots icon and navigate to Web Services > View URLs option once report configuration is done.
    
17. Select the Organization for which you want to run this report and select the option if you want to include subordinate organization and managers.
    
18. In View URLs Web Service page, click the marked icon under the CSV section.
    

    A new browser tab is opened.

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

    • 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.

    

    Note:

    Each section in the report (such as competencies and goals) is independent, but these sections will be grouped together to assess a specific worker's performance. For example, to retrieve Worker A's performance review information for the year 2023, it is necessary to examine all records from each section where the assessment date falls within the 2023 review period.