Agenda

• What is Agenda in Workday?
  • A personalized dashboard that displays relevant tasks, notifications, and upcoming events.
  • Helps users stay organized and informed about their work responsibilities.
• Key features of Agenda:
  • Tasks: View, create, and manage tasks assigned to you or your team.
  • Notifications: Receive alerts for important events, deadlines, and approvals.
  • Upcoming Events: See upcoming meetings, training sessions, and other scheduled activities.
  • Calendar Integration: Syncs with your personal calendar for seamless scheduling.

Reports

• Standard Reports:
  • Pre-built reports that provide essential HR data, such as employee demographics, headcount, and turnover rates.
• Examples include:
  • • Employee List
    • Time Off Summary
    • Compensation Analysis
  • Performance Review Summary
• Custom Reports:
  • Reports created by users or administrators to meet specific reporting needs.
  • Allow for flexibility and customization of data fields, filters, and visualizations.
• Can be used for:
  • • Analyzing employee performance
    • Identifying staffing gaps
    • Tracking recruitment metrics
  • Measuring training effectiveness

Custom Reports: Building and Using

• Report Writer: Workday's built-in tool for creating custom reports.
• Steps to create a custom report:
  • Define the report's purpose and data requirements.
  • Select the appropriate data fields and filters.
  • Choose a report format (e.g., table, chart).
  • Customize the report's appearance and layout.
  • Save and share the report.
• Using custom reports:
  • Access reports from the Reports menu or directly from the Agenda.
  • Filter and sort data to refine the results.
  • Export reports to various formats (e.g., Excel, PDF).