Business analysis and requirements management
- Plan and facilitate requirements workshops, interviews and walkthroughs with business owners and subject-matter experts.
- Translate business questions into structured reporting requirements: purpose, audience, data elements, filters, prompts, frequency, security and distribution.
- Analyse current-state reports from legacy systems and determine whether to retire, replace, consolidate or rebuild them in Workday.
- Challenge and prioritise requests against business value, data availability and delivered Workday functionality.
- Maintain a reporting requirements inventory and traceability matrix linking each requirement to its design, build and test evidence.
- Obtain formal business sign-off on requirements and on delivered reports.
- Identify data quality gaps and process issues surfaced through requirements analysis and escalate them to the relevant workstream.
Testing, deployment and governance
- Prepare unit test evidence and support SIT and BAT test execution and defect resolution.
- Manage report migration across tenants in line with the BMS release management process.
- Apply and help refine the Workday Reporting Governance Framework: standards, request intake, ownership and lifecycle management.
- Produce functional and technical design documentation for each report.
Knowledge transfer and support
- Knowledge transfer client's report writers and key users on report usage and on building simple reports.
- Produce user guides and a report catalogue.
- Provide hypercare support after Go-Live and hand over to the support organization.
Workday report design and development
- Design and build Workday reports of all types: Simple, Advanced, Matrix, Composite, Trending and Transposed.
- Develop dashboards, Discovery Boards and worklet-based analytics for managers and executives.
- Create and maintain calculated fields, custom report data sources and report prompts, following naming and reuse standards.
- Build reports used as data sources for integrations (e.g. RaaS / Workday web services) in coordination with the integration team.
- Configure report sharing, scheduling, bursting and output formats.
- Apply Workday domain and business process security correctly, ensuring users see only the data they are authorised to see.
- Optimise report performance and resolve defects.