Workday

Analyze HR, finance, and workforce data for strategic insights

Connect Workday to Scoop to analyze your HR, financial, and workforce data. Go beyond Workday's built-in reporting with enhanced visualization, process analysis through snapshotting, and the ability to blend HR and financial data with operational metrics.

What You Can Analyze

Domain	Analysis Types
HR/People	Headcount trends, attrition analysis, hiring velocity
Finance	Revenue tracking, expense analysis, budget vs. actual
Payroll	Compensation trends, overtime patterns, labor costs
Procurement	Spend analysis, vendor performance, order cycles
Recruiting	Time to hire, offer acceptance rates, source effectiveness

Connecting Workday to Scoop

Automated Email Reports

Workday's scheduled reports can be emailed directly to Scoop:

In Workday, create or select a report
Schedule the report for automatic delivery
Add your Scoop dataset email as a recipient
Choose frequency (daily, weekly, monthly)

Report Format Support

Scoop handles multiple Workday export formats:

Format	Best For
CSV	Transactional data, detail reports
Excel	Financial statements, formatted reports
PDF	Not recommended (use CSV/Excel instead)

Manual Upload

For one-time or ad-hoc analysis:

Export report from Workday
Upload to Scoop via file upload or Google Drive
Configure dataset settings
Process and analyze

Recommended Data Extracts

Financial Data

Report Type	Key Fields	Analysis Use
P&L	Account, Period, Amount	Profitability trends
Balance Sheet	Account, Date, Balance	Financial health
Revenue	Customer, Product, Amount	Revenue segmentation
Expenses	Category, Dept, Amount	Cost management

HR/People Data

Report Type	Key Fields	Analysis Use
Headcount	Employee, Dept, Status	Workforce planning
Terminations	Employee, Reason, Date	Attrition analysis
New Hires	Employee, Start Date, Dept	Growth tracking
Compensation	Employee, Salary, Bonus	Compensation analysis

Transactional Data

Report Type	Key Fields	Analysis Use
Purchase Orders	PO ID, Vendor, Amount, Status	Procurement analysis
Invoices	Invoice ID, Customer, Amount	AR analysis
Time Entries	Employee, Project, Hours	Resource utilization

Use Cases: Workday Only

Financial Analysis

Enhanced reporting beyond Workday's built-in capabilities:

Trend analysis: Revenue and expense trends over time
Variance analysis: Budget vs. actual with drill-down
Segmentation: Performance by department, product, region
Forecasting: Project trends based on historical patterns

HR Analytics

Deeper workforce insights:

Attrition tracking: Why and when employees leave
Hiring velocity: Time from requisition to start date
Compensation equity: Pay analysis across demographics
Workforce planning: Headcount trends and projections

Process Analysis

Snapshot Workday entities to analyze workflows:

PO approval cycles: Time through approval stages
Hiring process: Candidate progression through stages
Invoice processing: Time from receipt to payment

Use Cases: Blending with Other Sources

Workday + CRM

Goal: Connect financial outcomes to sales activities

Workday Data	CRM Data	Combined Insight
Revenue by customer	Account details	Revenue by segment/industry
Collections data	Customer health	Risk-adjusted forecasting
Renewal revenue	Opportunity pipeline	Retention vs. new business

Workday + Marketing

Goal: Measure true customer acquisition cost

Marketing spend per campaign
Leads per campaign
Revenue per acquired customer
Full-funnel CAC calculation

Workday + Product Usage

Goal: Correlate usage with financial outcomes

Revenue per active user
Feature adoption vs. expansion revenue
Usage patterns of churned vs. retained customers

Workday + Support

Goal: Calculate complete cost to serve

Revenue per customer
Support cost per customer
Net profitability by segment

Best Practices

Report Design

Include unique identifiers (Employee ID, PO Number)
Add date columns for time-based analysis
Use consistent naming across reports
Include all fields needed for segmentation

Snapshot Configuration

For process analysis, configure as Snapshot dataset:

HR snapshots: Track employee status changes over time
Financial snapshots: Not typically needed (transactional)
PO snapshots: Track order progress through stages

Update Frequency

Data Type	Recommended Frequency
Financial summaries	Monthly
Headcount data	Weekly or monthly
Transaction data	Daily
Process data (POs, requisitions)	Daily

Troubleshooting

Report Format Issues

Ensure exports are in CSV or Excel format
Check for merged cells in Excel exports
Verify column headers are in the first row

Missing Data

Confirm report filters include expected data
Check date ranges cover the period
Verify user permissions for all data types

Data Not Updating

Confirm scheduled report is running
Check email delivery to Scoop address
Verify dataset is configured to receive email

Blending Datasets - Combine Workday with other sources
Snapshot Datasets - Track process changes
Adding Calculated Columns - Create derived metrics
Email Data Ingestion - Set up automated data loading