Key Reports in Workday

Workday Key Reports – Summary Table

Functional Area Report Name Report Description Suggested Frequency
Academic Faculty Find Academics Search faculty by unit, track, and tenure status As needed
Academic Faculty Time in Rank View tenure‑track faculty by rank and time in rank As needed
Academic Faculty Upcoming Tenure Probationary End Dates Identify upcoming or past‑due tenure probationary end dates Monthly
Academic Faculty Upcoming Appointment End Dates View academic appointments ending within a date range Monthly
Compensation Compensation Plan Assignments (Actual End Dates) Monitor compensation plans that have ended Bi‑weekly
Compensation Compensation Plan Assignments (Expected End Dates) Monitor compensation plans nearing end dates Bi‑weekly
Compensation In‑Progress Compensation Changes Review compensation changes awaiting completion Weekly
Compensation RPT020 Workers with KLEPF Certification or Allowance Audit workers with KLEPF certification or allowance Monthly
Compensation RPT033 One‑Time Payments Greater Than $100,000 Identify large one‑time payments As needed
General RPT003 Find Workers Locate and filter workers across the university As needed
General RPT040 Business Process Transactions Summary Review business process status As needed
Payroll All Workers Costing Allocations Review worker costing allocation details Weekly
Recruiting View Open Positions Review open positions and pre‑hire activity Monthly
Staffing My Workers View workers reporting to a manager As needed
Staffing Upcoming Employment End Dates Monitor fixed‑term employment end dates Weekly
Time Off and Leave Approved Time Off Review approved time off requests Weekly
Time Tracking RPT022 Unsubmitted or Unapproved Time Identify missing or unapproved time entries Weekly

Key Roles with Access

Access to reports varies by security role and functional area. Common access patterns include the following: 

Academic Faculty Reports

  • Academic HR Partner
  • Academic Chair
  • Academic Dean
  • Academic Provost
  • Vice Dean
  • Budget Manager
  • Budget Viewer
  • HR View‑Only

Compensation Reports

  • Academic HR Partner
  • Budget Manager
  • Budget Viewer
  • Costing Manager
  • HR Initiator
  • HR Partner
  • HR Specialist
  • Manager

General and Payroll Reports

  • Academic HR Partner
  • Budget Manager
  • Budget Viewer
  • Costing Manager
  • HR Partner
  • HR View‑Only
  • Manager

Recruiting Reports

  • Primary Recruiter
  • Search Committee Member
  • Employment Executive
  • Hiring Manager
  • Academic HR Partner
  • HR Partner

Staffing Reports

  • Manager
  • Academic HR Partner
  • HR Initiator
  • HR Partner
  • HR View‑Only

Time Off, Leave, and Time Tracking Reports

  • Manager
  • Timekeeper
  • Academic HR Partner
  • HR Initiator
  • HR Partner
  • HR Specialist
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