Summary

To create a matrix report showing worker terminations by location, use the "All Active and Terminated Workers" data source, group rows by "Location" and columns by "Worker Type," and filter to exclude active workers. If you cannot see termination data, check domain security policies such as "Staffing Actions: Termination Details," "Worker Data: Public Worker Reports," "Worker Data: Active and Terminated Workers," "Worker Data: Current Staffing Information," and "Worker Data: Historical Staffing Information." Additionally, ensure access to "Worker Data: Terminations" and "Worker Data: Service Dates" for specific termination details and dates. After making security changes, activate pending security policy changes.

Retrieved From Workday Documentation

From Workday

To address the issue of not being able to see termination data, you should check the following domain security policies:

• Staffing Actions: Termination Details: Provides access to termination dates and reasons.
  1
• Staffing Actions: Termination Notice: Provides access to information relating to notice periods.
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• Staffing Actions: Termination Regrettable: Provides access to information about whether the termination of an employee is regrettable for your organization.
  1
• Staffing Actions: Termination Rehire Eligibility: Provides access to an employee's rehire eligibility status upon termination.
  1
• Staffing Actions: Termination Additional Details: Provides access to additional details, usually entered by the administrator, such as resignation, severance, and ROE details.
  1
• Staffing Actions: Termination Position Details: Provides access to information about whether a position closes upon an employee's termination or if the position is available for overlap.
  1
• Worker Data: Public Worker Reports: To search for workers.
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• Worker Data: Active and Terminated Workers: If reporting on veteran data for terminated workers.
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• Worker Data: Current Staffing Information: If reporting on veteran data for terminated workers.
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• Worker Data: Historical Staffing Information: If reporting on veteran data for terminated workers.
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Additionally, if you are creating a custom data source for terminated workers, you can use Termination Date as the effective date for processing.

5

From Customers

1. Matrix Report for Terminations by Location

   6.3
   • Create a matrix report using the "All Active and Terminated Workers" data source.
   • Put "Location" into row grouping.
   • Put "Worker Type" into column grouping.
   • Leave summarization fields to be "Count" only.
   • Add a filter so that "Terminated <> TRUE" to exclude active workers if only terminations are desired
     6.4.
   • To include inactive locations, report from the "Location" business object rather than worker or position
     6.1.

2. Domain Security Policies for Termination Data

   • To view terminated worker profiles and staffing data, service dates, and government IDs, grant view rights to "Worker Data: Current Staffing Information" and "Worker Data: Terminations"
     7.4.
   • For general access to terminated workers, grant access to the "Worker Data: Active and Terminated Workers" domain
     7.10.
   • To see a worker's termination date, ensure access to "Worker Data: Historical Staffing Information"
     8.
   • For start and end dates of terminated workers, check "Worker Data: Staffing > Worker Data: Service Dates"
     9.1.
   • If using a report based on "Staffing Events - Approved" and encountering security issues with termination history, also grant the Integration System Security Group (ISSG) access to "View All" on the "Termination" business process security policy
     8.3.
   • If a calculated field for termination date is not visible in a report, check "Worker Data: Position and Employee Worktag"
     10.1.
   • For RaaS reports using "All Active and Terminated Workers" data source, ensure the ISSG has access to "Worker Data: Current Staffing Information," "Worker Data: Active and Terminated Workers," or "Worker Data: Historical Staffing Information," and "View Access" to the Business Process Policy of the relevant BPs, or "Business Process Administration" domain policy
     11.2.
   • For recruiters to see terminated worker profiles as duplicate candidates, provide access to "Worker Data: Active and Terminated Workers" and "Worker Data: Current Staffing Information"
     12.1.
   • To allow recruiters to merge candidates with terminated worker records, ensure they have access to "Worker Data: Terminations," "Worker Data: Active and Terminated Workers," "Worker Data: Rehire Eligibility," "Candidate Merge," "Former Worker Storage," and "Worker Data: Current Staffing Information"
     13.3.
   • If using "Terminated (based on report date)" in a calculated field, the "Worker Data: Active and Terminated Workers" domain is needed. If "Active Status" is used, the domain is "Worker Data: Current Staffing Information"
     14.1.
   • After making security policy changes, run the task 'Activate Pending Security Policy Changes'
     9.4.