Our Top Reports for Workday Talent and Performance

Here, we’ll explore the reporting tools that are available to you in Workday’s Talent and Performance module.

In addition to Workday-delivered reports, our team has built Custom Report definitions that you can download and build for yourself!

Download our Custom Report Definitions for Workday’s Talent & Performance module!

Custom Report definitions will be delivered via email.

Name(Required)

Custom Reports

Performance Review Rating Distribution

Report Type: Custom Matrix Report

What the Report Does

View a summary of the bell curve for Overall Ratings in real time as in-progress performance reviews are completed by Managers or the bell curve for Overall Ratings from completed performance review processes.

Required prompt: Review Templates
Optional prompts: Supervisory Organization, include subordinate organizations

Use Cases

  • Use this report to monitor the distribution of overall ratings for in-progress performance reviews
  • Leverage this data for calibration as needed to meet target distribution requirements
Download the Custom Report Definitions
cr performance review rating distribution

Performance Review Business Process Step

Report Type: Custom Matrix Report

What the Report Does

This custom report provides a summary view on the employee review process, going beyond the status of in-progress vs. completed to show where employees are in the performance review process for any given template based off the specific configuration of business processes involved in your performance review process.

Required prompt: Review Templates
Optional prompts: Supervisory Organization, include subordinate organizations

Use Cases

  • Monitor the progress & stage of in-progress review templates at a glance by specific supervisory organization verticals or the company as a whole with specific detail of which step the business process is in and who the business process is awaiting action from
  • Confirm all prior reviews have been successfully completed prior to launching a new review cycle
  • Confirm the number of in-progress reviews in any given step prior to mass advancing reviews forward
Download the Custom Report Definitions
cr performance review bp step

Workday-Delivered Reports

Employee Reviews

Report Type: Workday-Delivered

What the Report Does

With this report you can view a list of employee reviews that are in progress or completed for one or more organizations and review templates. Details include the organization, review name, review type, and status.

This enables you to see the next action required in the review process and the person assigned to that action. You can also view evaluations and manager ratings for each review.

Required prompt: Organizations, Review Templates
Optional prompts: Include Subordinate Organizations

Use Cases

  • Check the progress & stage of in-progress review templates (quarterly check-ins, mid-year reviews, year-end reviews) by specific supervisory organization verticals or for the company as a whole, with specific detail of which step the business process is in and who the business process is awaiting action from
  • Confirm all prior reviews have been successfully completed prior to launching a new review cycle
  • Confirm the number of in-progress reviews in any given step prior to mass advancing reviews forward
employee reviews 01
employee reviews 02
employee reviews 03

Employee Review Status Summary

Report Type: Workday-Delivered

What the Report Does

View a summary of reviews with a status of Not Started, In Progress, or Complete for one or more organizations and review templates. You can drill down on the status numbers to see a list of employees for each status, and then view individual employee reviews as a related action off the employee.

Details include the employee review template, the review category and review type, period start and end dates, number of organizations using the template, number of reviews in progress, and the number of reviews complete.

Required prompt: Review Templates
Optional prompts: Start Date On or After, Start Date On or Before

Use Cases

  • Use this report for a summary of how many reviews have been launched for any specified template, and the break-down of in-progress vs. completed for that template
  • Confirm all prior reviews have been successfully completed prior to launching a new review cycle
wd employee review status summary 01
employee review status summary 02

Average Performance Ratings by Supervisory Organization

Report Type: Workday-Delivered

What the Report Does

View an aggregate summary of average review ratings by organization for current and previous cycles. You can drill down on the status numbers to see a list of employees for each cycle and their specific overall rating. 

Details include the employee, supervisory organization, current review rating, previous review rating, second previous review rating.

Populated values are driven by information specified in the task Maintain Employee Review Setup > Worklet

avg performance rating 03

Use Cases

  • Use this report for comparison of average overall ratings by organization for the last 3 cycles of performance reviews.
avg performance rating 01
avg performance rating 02

You have Workday questions.

We have Workday answers.

How can we begin elevating your Workday experience?

14110 N Dallas Pkwy Ste 100
Dallas, TX 75254

Stay in touch -
Sign up for our newsletter!

This field is for validation purposes and should be left unchanged.