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:
- Business Process Steps Enabled for Worklets. Check if you can add a embedded analytic (worklet) to the step you're interested in.
- 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
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We actually ended up using a boomerang integration since the embedded analytic wouldn't work. ↩