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

Making the Most of your Workday
Data: 4 Insights for Better Reporting
Copyright NGA Human Resources. All rights reserved.
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Live 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
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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.
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Workday- NGA Partnership
Alliance Evolving Since 2011
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

NGA Services for Workday Clients
Service Center
• 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
System
Services
HR
Administration
Payroll
Processing
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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
Expect change and create a structured process in governing change
• 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

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.

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

Actionable Insight with Fewer, More Impactful
Reports
Trended 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 printing
Make Reports Easily Accessible
Worklets in Dashboards or W: Drive

Leverage the Community and Share Your Work
• 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 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 strategy
3. Measure what’s important – ditch the rest
4. Expect change and create a structured process in governing change
5. Create a center of excellence – optimize skills, helps prioritize and maintain
control
6. Share and leverage others reports on Workday Community
7. Save paper – distribute electronically and reduce printing

Looking for more information?
[brochure]
Application Management Service
for 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

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

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