Key Areas that help you analyze the usage of Worklets and Dashboards in Workday HCM Training

Workday HCM Training is an integral part of the learning process in the path towards becoming a Workday Professional. It has the ability to offer enhanced knowledge, in-depth analogy and play an integral part in understanding the basics; navigation and essential concepts that you need to learn the mapping and framework of Workday.

Worklets and Dashboards of Workday HCM Training

Configuration of Worklets and analyzing the data through the graphical representation portrayed in the dashboards is an important aspect of reporting. Before the configuration or customization of worklets, it needs to be analyzed whether the relevant business process steps have been enabled for worklets. The security groups have to be checked for permissions relating to the accessibility of areas relating to the functionality of reports to analyze the performance. 

Either the preconfigured worklets delivered by Workday can be used or you can customize your own report in ways that you find useful for the chosen project. Business processes need to have embedded worklets in the initiation step. While embedding those worklets it is essential to specify how the worklets are to be displayed, enable viewer permissions for the worklets and input relevant values for worklet prompts.

Adding Worklets to Workday HCM Training Business Processes

In order to enable a customized worklet for use in a business process, first the ‘edit custom report’ task is to be accessed. The worklets are to be enabled after checking the box in the ‘enable as worklet’ under the Worklet options area. Enabling the viewer permissions is different for each type of worklet. Therefore, the function is to be carried out keeping in mind the nature of the worklet. Security groups can be added during the process of enabling worklets but the existing security groups included in the configuration cannot be removed. 

For a Workday delivered worklet, permissions can be edited under the domain security policy by entering the name of the worklet under the field of domain name.  For a custom worklet, you can select the list of authorized users and groups with whom the report is to be shared by editing under the report sharing options. 

Add the worklet to the business process by selecting the required worklet from the related actions menu of the business process. After following these steps correctly, you can review the analytic information with respect to the worklet configuration automatically. It is important to remember that the permissions to view have been enabled in the security group through which you have accessed the worklets.

Customization and Configuration of Dashboards

By customizing dashboards, you can add related worklets in a single place for the viewers to access it. ‘Enable Worklets for Dashboards’ task is to be accessed first. Then, in the output tab of the report definition, set up the worklet options for the definition.  You can enable one or more reports as worklets to be made available on the custom dashboard. They can be shared with the matching security groups for the same. Performance of Worklets and Reports

 In order to ascertain optimal performance of reports, it is recommended that you enable sharing options to the least number of possible groups.  It is essential to choose the smallest data sources and use secured domains to access them with limited number of groups. An indexed data source is always advisable to be used over a non-indexed one. Similarly, user-based security groups are more favorable than job based security groups. 

The slower the page loads, more disadvantageous it is to the end users. Therefore, in order to increase the loading speed, matrix reports can be displayed as worklets on the home page. The reports are to summarize only minimum number of required rows for optimal performance. A set of key reports are to be custom built to deploy it as worklets to users. The user has to select ‘Run’ in order to display it in the dashboard and make it visible.

Cache copies of reports can be saved to prevent refreshing the page each time the report runs. Workday has an option to store and save information from the data for relevant worklets as desired by the user so that it can be displayed directly reducing the loading time for the page. Therefore, customization of worklets and dashboards can be done using plenty of options in Workday. All you need to know is the right way to do it for which you can undergo Workday HCM Training from prominent institutes like ERP Cloud Training to equip you with the necessary skills and expertise to handle it. No prior experience is required and the basic knowledge in English is more than sufficient to master all these concepts in Workday.

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