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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Workday Benchmarking

Steps: Set Up Workday Benchmarking

You must subscribe to Innovation Services to use this feature. Contact your Customer Success Manager to request the Innovation Services Addendum (ISA), or see Workday Innovation Services in the Workday Community for more information.
Review setup considerations for Workday Benchmarking.
You can set up Workday Benchmarking to contribute your de-identified Production tenant data to a structured, secure data warehouse. Workday then makes these data available as useful benchmarks that are representative of your industry.
Workday Benchmarking groups include:
  • Human Capital Management.
  • Recruiting.
  • Time, Absence, and Payroll.
  • Workday Usage.
  1. Access the
    Innovation Services and Data Selection Opt-In
     report.
    On the
    Innovation Services Opt-In
     task, select the
    Workday Benchmarking
     service on the
    Available Services
     tab in the
    Analytics
     category.
    On the
    Maintain Innovation Services Data Selection Opt-In
     task, click
    Next
    .
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
  2. Access the
    Maintain Functional Areas
     task.
    Select the
    Enabled
     check box for these functional areas:
    • Benchmarking.
    • Recruiting (to opt in to Recruiting benchmarking).
    • Time Off and Leave (to opt in to Absence benchmarking).
    • Time Tracking (to retrieve actual values in the Time Tracking benchmarking category).
    Security:
    Security Configuration
     domain in the System functional area.
  3. If you opt in to the U.S. Diversity and Inclusion benchmarking subcategory, access the
    Maintain Ethnicities
     task and map the United States tenanted races to the standard races.
    For the benchmarks and actual values to calculate correctly, map each of the standard U.S. Equal Employment Opportunity (EEO) aliases, including
    Declined to Answer
    .
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  4. If you opt in to the Workforce Diversity or Leadership benchmarking subcategories, access the
    Maintain Genders
     task and map both tenanted genders.
    Also, select either the
    Is Male
     or
    Is Female
     check box for both tenanted genders.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  5. If you opt in to the Military Status benchmarking subcategory, access the
    Maintain Military Status
     task and map the United States tenanted military statuses.
    For the benchmarks and actual values to calculate correctly, map each of the standard military statuses including
    Not a Veteran
    .
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  6. If you opt in to the Absence Policy subcategory, access the
    Maintain Dimension Mappings for Workday Benchmarking
     and map time off plans in your tenant to Workday time off plans.
    Security:
    Benchmark Management
     domain in the Benchmarking functional area.
  7. Access the
    Edit Tenant Setup - Reporting and Analytics
     task and select:
    • Enable Worker Trending
       to enable opt in to the Human Capital Management benchmarks.
    • (Optional)
      Enable Scorecarding
       to create custom metrics and scorecards based on benchmarking data. This step enables you to view your benchmark data on your scorecard.
    Security:
    Set Up: Tenant Setup - Reporting and Analytics
     domain in the System functional area.
  8. Access the
    Create Worker Trending Data
     task.
    Access this task after any updates to worker trending data, such as ethnicity or gender, so your data contributions and benchmarking actuals reflect these updates.
    Consider the impacts on performance when using the
    Create Worker Trending Data
     task. Workday recommends running this task during nonpeak hours.
    Security:
    Custom Report Administration
     in the System functional area.
  9. Set up domain security access to the
    Benchmark Management
     domain to enable your benchmarking administrator to opt in to benchmarking. To enable the benchmarking administrator to see benchmarks and actuals, set up access to these domains:
    • Benchmark Values
    • Actual Values for Benchmarking
    Workday doesn't deliver a Benchmark Administrator security group. However, you can create a user-based security group for people in your organization who should have access to set up benchmarks.
  10. (Optional) Set up segment-based security to control access to benchmarks in specific benchmark subcategories.
  12. (Optional) Set up notifications for the Benchmark notification type.