📈 Report for auditing compensation grade profile assignments
Workday has a report named Employee Compensation Audit that is super helpful for identifying workers who either missing compensation elements they should have or assigned compensation elements they shouldn't have. If you have nearly 22k grade profiles in your tenant, it's very difficult to filter on just the grade profile data with this delivered report. With a few calculated fields, we can create a similar report that just focuses on Grade Profiles (or any other compensation element you care about).
Step 1: Create a new custom report
Task: Create Custom Report - Data Source: Workers by Organization - Fields: Your choice. Include worker identifying fields like Worker, Employee ID, or Email. Include eligibility defining fields like Country, State, Job Profile, Job Family, Pay Rate, etc.
Step 2: Create the calculated fields
We will build up two calculated fields to add to the report:
- CF EMI Unassigned Eligible Compensation Grade Profiles: This field will return a list of the grade profiles a worker is eligible for, but does not have assigned.
- CF EMI Assigned Ineligible Compensation Grade Profiles: This field will return a list of the grade profiles a worker is assigned, but ineligible for.
CF TF Comp Component is Grade Profile
- Business Object: Compensation Assignable Component
- Field Type: True/False Condition
| And/Or | Field | Operator | Comparison Type | Comparison Value |
|---|---|---|---|---|
| And | Class of Instance | in the selection list | Value specified in this filter | Compensation Grade Profile |
CF EMI Unassigned Eligible Compensation Grade Profiles
- Business Object: Position
- Field Type: Extract Multi-Instance
- Operation Type: Subset
- Source Field: Unassigned Eligible Compensation Components
- Condition: CF TF Comp Component is Grade Profile
CF EMI Assigned Ineligible Compensation Grade Profiles
- Business Object: Position
- Field Type: Extract Multi-Instance
- Operation Type: Subset
- Source Field: Assigned Ineligible Compensation Components
- Condition: CF TF Comp Component is Grade Profile
Optional: More fields
These are some other calculated fields that can be built to extend the above fields: - Lookup Related Value field(s) to bring the data up to the Worker business object. - Aggregate Related Instances field(s) to combine the data for multiple positions. - Count Related Instances field(s) to make filtering or prioritizing the biggest issues easier.