Concept: Workday Benchmarking Reports
You can use Workday-delivered reports or create custom reports to view benchmarking
data.
Workday enables you to filter benchmarking data by dimension, including:
- Absence Policy.
- Benchmark.
- Country.
- Gender.
- Industry.
- Industry Groups.
- Size, which is number of employees.
- Workday Tenure, which represents the length of time in years between the current date and the move-to-production date for your tenant. If you don't have an active Production tenant, you won't see any values for this dimension.
- Worker Type.
For benchmarking reports, Workday precalculates and displays benchmarking percentile data
based on the number of participants. Workday displays:
Participants | Data Returned |
|---|---|
Fewer than 6. | No percentile data for row. |
6 to 11 inclusive. | 25th, 50th, and 75th percentiles. |
More than 11. | 10th, 25th, 50th, 75th, and 90th percentiles. |
Benchmarks are only available for full calendar months. If you select a benchmarking
period start or end date for any day of a month, Workday delivers benchmarking data that
represents that entire calendar month.
Workday-Delivered Benchmarking Reports
- Benchmark Definitions Report
- With this report, you can view:
- The calculation that Workday uses to determine the benchmark value.
- Which dimensions are available for each benchmark.
- Your opt-in status for the benchmark subcategory.
- The countries that you've excluded from data contribution.
- Benchmark vs. Actual Reports
- You can use these reports to compare your actuals to benchmarks in the categories and subcategories you opt in to:
- Benchmark vs. Actual.
- Benchmark vs. Actual by Period Range, for a maximum 12-month range.
Workday returns benchmarks based on the dimension values you select.For your actuals to display correctly, the fiscal period specified in theMaintain Trended Workerstask must align with a standard monthly schedule. That is, your fiscal periods must begin on the first day of a month and end on the last day of a month. - Benchmark Values as a Source for Scorecard Report
- Workday enables you to use benchmarking data in your custom metrics that use the WD Matrix Report calculation type. TheBenchmark Values as a Source for Scorecardreport is a matrix report, based on theTrended Benchmark Valuesreport data source (RDS). With this report you can:
- Copy and edit report data. Example: You can remove benchmarking percentile fields from your custom report definition.
- Use as the source matrix report. Set up your metric calculation on theCalculation Configurationtab on theEdit Custom Metrictask.
When you set up metrics based on benchmarking data, consider:- The metric calculation must reference a custom report based on theBenchmark Values As a Source for Scorecardreport.
- Workday returns the benchmark value at the tenant, not organization, level.
- Workday calculates benchmarks based on standard benchmark definitions and dimension values that you select.
- Workday only returns data for the latest benchmarking period.
- When creating a scorecard composite report, you must set theTargettoBenchmark Valueon the KPI Card Layout setting.
Custom Benchmarking Reports
Workday enables you to create simple or advanced custom reports from these
benchmarking RDSs and enable them on custom or Workday-delivered dashboards:
- Benchmark Definitions
- Benchmark Values
- Trended Benchmark Values
For reports based on these RDSs:
- Benchmark Values
- Trended Benchmark Values
- Drill down on actuals.
- Effective-dated reporting.