Workday configuration for workers latest performance review report

  • Release version: Zurich
  • Updated January 12, 2025
  • 2 minutes to read

    • Retrieve the workers latest performance review information by creating the workers latest performance review 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 True False condition type calculated field named CF_review_period. Calculated field of true or false condition type
      • Create Extract Multi-instance type calculated field named CF_latest_review. Calculated field of extract multi-instance type
    • Calculated field 2: Create Aggregate Related Instances type calculated field named CF_Competencies. Calculated field of Aggregate Related Instances type example 1
    • Calculated field 3: Create Aggregate Related Instances type calculated field named CF Content Evaluation - Accomplishments. Calculated field of Aggregate Related Instances type example 2
    • Calculated field 4: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Areas for Development. Calculated field of Aggregate Related Instances type example 3
    • Calculated field 5: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Career Interests. Calculated field of Aggregate Related Instances type example 4
    • Calculated field 6: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Goals. Calculated field of Aggregate Related Instances type example 5
    • Calculated field 7: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Responsibilities. Calculated field of Aggregate Related Instances type example 6
    • Calculated field 8: Create Extract Multi-instance type calculated field named CF_latest_review. Calculated field of extract multi-instance type
    • Calculated field 9: Create True False condition type calculated field named CF_evaluated by manager. True or false condition in a calculated field

    Procedure

    1. Access the Create Custom Report task.
    2. Provide the report name such as, CR Employee latest performance review and feedback details.
    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.
      View Custom Report example
    7. Select the report business object and report fields.
      Example 1 business objects and report fieldsExample 2 business objects and report fieldsExample 3 business objects and report fieldsExample 4 business objects and report fields
    8. In Group Column Heading section, select all business object as below.
      Group Column Heading for each business object will be blank. Group Column Heading section of the report
    9. In Sort section, under Sub level sort, select the value as shown below.
      Example 1 of sub level sortExample 2 of sub level sortExample 3 of sub level sortExample 4 of sub level sort
    10. In Filter section, select the value as given below.
      Ensure to add parenthesis. Filter section of the report
    11. In Sub-Filter section, select the value as given below.
      Ensure to add parenthesis. Example1 sub-filterExample2 sub-filterExample3 sub-filterExample4 sub-filter
    12. In Prompts section, select the Populate Undefined Prompt Defaults option.
      Populate Undefined Prompt Defaults option in the Prompts section
    13. 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 of the report
    14. In Advanced section, select Enable as webservice option and click OK.
    15. Click on three dots icon and navigate to Web Services > View URLs option once report configuration is done.
      View URLs option in the View Custom Report
    16. Select the organization for which you want to run this report, select the option if you want to include subordinate organization and manager, and select the date range for which you want to see the data.
      Organization, managers, subordinate organizations, and date range of in the View URLs Web Service page
    17. In View URLs Web Service page, click the marked icon under the CSV section.

      A new browser tab is opened.

      CSV option in View URLs Web Service page
    18. View the RaaS URL of the report in the new browser tab.

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

      RaaS URL of the report
      • 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.