#happy2022workday day-042

Happy 2022 day-042! Today’s update…

Let’s prepare for the #Workday reporting topic of Subfilter in the Sharing Café coming up on Wednesday (2022-02-16).

Before understanding the Subfilter feature, it is important to understand the Filter feature.

Before understanding the Filter feature, it is important to understand the fields you might want to filter on.

Before understanding the fields you might want to filter on, it is important to understand the Report Data Sources (RDS) you could choose for your Primary Business Object (PBO).

There are hundreds of PBO and RDS examples to help explain the Filter and Subfilter features, but we start with the Worker PBO because for now that hits the largest percent of readers.

CHALLENGE: How would you write a report that lists all terminated workers, along with their manager and position the day before they were terminated?

For this challenge, please choose from the following RDSs which all have the PBO of Worker:
1) All Workers
2) All Active and Terminated Workers
3) Workers for HCM Reporting (unlike the above two, this one is Indexed, maybe helpful for those of you with many dozens of thousands of Workers and need to hope for faster performance as you work on this reporting challenge.)

Depending on which of the above 3 you choose, which of these fields would help in your Filter to detect if a worker is terminated at this moment:
A) Active Status
B) Currently Active
C) Worker Active
D) Active Status (Date As Of)
E) Active Status (Benefits)
F) Active Status with Date

[Note that a currently terminated worker does not at this moment have a manager or a position.]

Use the picture to see which of the 5 boolean fields (A to E) are True (Yes) and which are False (blank) for a worker who is currently terminated, based on the 3 offered RDS.

Here are the descriptions for these 6 fields. But, personally, I prefer to test and run the report to confirm the words used in these descriptions, and often I don’t even bother with the descriptions:

A) Active Status:
Returns ‘Yes’ if the worker is active as of the report date if provided; excludes workers who are on certain types of leave or who are terminated.

B) Currently Active:
Indicates whether the worker is active as of the current date. Returns false if the worker is terminated or on certain types of leave.

C) Worker Active:
Identifies if the worker has an active contract as of the current date or the report date you enter.

D) Active Status (Date As Of):
Returns ‘Yes’ if the worker is active as of the Date As Of calculated field. Excludes workers who are on certain types of leave or who are terminated.

E) Active Status (Benefits):
Returns the active status of the worker

F) Active Status with Date: (this is the only one that is not a boolean data type)
The status of the worker including the effective date.