I (almost) built my first Workday embedded analytic
I got about 95% of the way through building my first Workday embedded analytic only to have it flop on the last step. I learned about two important prechecks:
- 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).
Now you know how it ends, here's the rest of the story -
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.
Why not an integration?
I ❤️ a good boomerang integration. We ran a report and there wasn't enough volume to justify the build.
How do you build an embedded analytic?
In one sentence:
Custom reports that you create and enable as worklets. Reference: Embedded Anlaytics for HCM
Also helpful - Add Worklets to Business Processes