I (almost) built my first Workday embedded analytic


I got about 95% of the way through building my first Workday embedded analytic only to realize I couldn't on the last step... I could have saved a lot of time by checking two things first:

  1. Business Process Steps Enabled for Worklets. Check if you can add a embedded analytic (worklet) to the step you're interested in.
  2. On the business process step, click Related Actions >> Maintain Step Related Worklets. Open the drop-down menu labeled Fields that can be mapped. Make sure there is a field in there to filter the data the way you want. (I didn't do this until the very end, and got stuck).

What is an embedded analytic?

A miniature Workday report that floats extra context in a business process step.

Ex. Showing a list of the 5 most recent one-time payments for a worker when going through the process to give them a new one.

Why did I need an embedded analytic?

Situation: We're adding flexible work arrangements to track some work situations.

Problem: The business processes for flexible work arrangements can't be a subprocess for Change Job.

Solution: Embedded analytics could add useful context to the flexible work arrangement processes. The data would make life a bit easier for our HR Ops team. 1

How do you build an embedded analytic?

Custom reports that you create and enable as worklets. Reference: Embedded Anlaytics for HCM

Also helpful - Add Worklets to Business Processes


  1. We actually ended up using a boomerang integration since the embedded analytic wouldn't work.