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Workday Reporing and Calculations - 1. Introduction

Workday Reporting and Calculations Training

📊 Comprehensive Reporting Training: The course discusses Workday’s delivered reports, including standard and custom reports, and focuses on three main types: simple, advanced, and matrix reports.

🔄 Integration Fundamentals: Participants will learn about Enterprise Interface Builder (EIB), core connectors, and the basics of integrating Workday with other systems, including inbound and outbound data processes.

⚙️ Calculated Fields Exploration: The course covers the use of calculated fields in reporting, detailing approximately 27-34 Workday functions to modify and enhance report data.

Workday Reporting and Calculations Training

    • Introduction to Workday Integrations 00:00

      • Overview of the 15-16 hour Workday Integrations course.
      • Introduction to reporting and calculated fields, essential for reporting aspects.
      • Mention of cloud connectors, core connectors, and Enterprise Interface Builder (EIIB).

    • Reporting in Workday 01:33

      • Discussion on delivered (standard) and custom reports.
      • Focus on three main report types: simple, advanced, and matrix reports.
      • Emphasis on using advanced reports in integrations.

    • Calculated Fields in Workday 03:05

      • Explanation of calculated fields and their role in reporting.
      • Overview of 33-34 Workday functions, with a focus on the most commonly used ones.
      • Importance of calculated fields in enhancing report data.

    • Enterprise Interface Builder (EIIB) 05:32

      • Introduction to EIIB and its role in system integrations.
      • Explanation of inbound and outbound data flows and file formats.
      • Overview of creating outbound reports and bulk data loading.

    • Migration and Integration Scheduling 07:49

      • Discussion on recording integrations for scheduled runs (weekly, monthly).
      • Explanation of three migration methods: solution ions, object transporter, and manual method.
      • Importance of understanding transformations in EIIB.

    • Core and Cloud Connectors 08:35

      • Differentiation between core connectors and EIIB.
      • Overview of templates involved in cloud connectors.
      • Discussion on packaged connectors and their application in payroll and benefits.

    • Introduction to Studio10:06

      • Brief on using Eclipse for Studio integrations.
      • Steps to connect Studio to Workday tenant and deploy integrations.
      • Importance of understanding various templates used in integrations.

    • Conclusion and Practical Applications 10:53

      • Emphasis on the necessity of reports, calculated fields, and integrations in real-world scenarios.
      • Encouragement for learners to apply knowledge in job searches and practical applications.

Workday Training FAQ’s

Q: What topics are covered in the Workday Integrations course?

A: The Workday Integrations course covers reporting, calculated fields, Enterprise Interface Builder (EIIB), core connectors, cloud connectors, and an introduction to Workday Studio, along with practical activities and real-time examples.

Q: How long is the Workday Integrations course and what is its primary focus?

A: The Workday Integrations course is approximately 15 to 16 hours long and primarily focuses on technical aspects of integrations within Workday.

Q: What types of reports will participants learn to create during the course?

A: Participants will learn to create three types of reports during the course: simple reports, advanced reports, and matrix reports, along with how to use calculated fields in these reports.

Q: What is the difference between EIIB and core connectors in Workday?

A: EIIB (Enterprise Interface Builder) is used for creating simple integrations for data exchange between systems, while core connectors are packaged integrations that simplify the integration process with specific templates for various functional areas like payroll and benefits.