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In Workday, when refining a custom report to include specific conditions such as limiting the output to workers hired in the last 30 days, the appropriate place to specify this condition is within theFiltertab of the custom report definition. The Filter tab allows you to define criteria that determine which instances of the primary business object (in this case, "Worker") are included in the report output. This is critical for integrations, as the filtered data ensures that only relevant records are sent to the third-party system.

The requirement here is to restrict the report to workers hired within the last 30 days. In Workday reporting, this can be achieved by adding a filter condition on the "Hire Date" field of the Worker business object. Specifically, you would configure the filter to compare the "Hire Date" against a dynamic date range, such as "Current Date minus 30 days" to "Current Date." This ensures the report dynamically adjusts to include only workers hired in the last 30 days each time it runs, which aligns with the needs of an integration sending real-time data to a third-party system.

Here’s why the other options are incorrect:

A. Subfilter: Subfilters in Workday are used to further refine data within a related business object or a subset of data already filtered by the primary filter. They are not the primary mechanism for applying a condition to the main dataset (e.g., all workers). For this scenario, asubfilter would be unnecessary since the condition applies directly to the Worker business object, not a related object.

B. Output: The Output section of a custom report definition controls how the report is displayed or delivered (e.g., file format, scheduling), not the data selection criteria. It does not allow for specifying conditions like hire date ranges.

C. Columns: The Columns tab defines which fields are displayed in the report output (e.g., Worker ID, Name, Hire Date). While you can add the "Hire Date" field here for visibility, it does not control which workers are included in the report—that is the role of the Filter tab.

To implement this in practice:

In the custom report definition, go to theFiltertab.

Add a new filter condition.

Select the "Hire Date" field from the Worker business object.

Set the operator to "in the range" and define the range as "Current Date - 30 days" to "Current Date" (using dynamic date functions available in Workday).

Save and test the report to ensure it returns only workers hired within the last 30 days.

This filtered report can then be enabled as a web service (via the Advanced tab) or used in an Enterprise Interface Builder (EIB) or Workday Studio integration to send the data to the third-party system, meeting the integration requirement.

References from Workday Pro Integrations Study Guide:

Workday Report Writer Fundamentals: Section on "Creating and Managing Filters" explains how filters are used to limit report data based on specific conditions, such as date ranges.

Integration System Fundamentals: Discusses how custom reports serve as data sources for integrations and the importance of filters in defining the dataset.

Core Connectors & Document Transformation: Highlights the use of filtered custom reports in outbound integrations to third-party systems.

In the context of a stylesheet, particularly within Workday's Document Transformation system where XSLT (Extensible Stylesheet Language Transformations) is commonly used, anamespaceserves a critical role in defining the scope and identity of elements and attributes. The correct answer, as aligned with Workday’s integration practices and standard XSLT principles, is that a namespace "provides elements you can use in your code." Here’s a detailed explanation:

Definition and Purpose of a Namespace:

A namespace in an XML-based stylesheet (like XSLT) is a mechanism to avoid naming conflicts by grouping elements and attributes under a unique identifier, typically a URI (Uniform Resource Identifier). This allows different vocabularies or schemas to coexist within the same document or transformation process without ambiguity.

In XSLT, namespaces are declared in the stylesheet using the xmlns attribute (e.g., xmlns:xsl="http://www.w3.org/1999/XSL/Transform" for XSLT itself). These declarations define the set of elements and functions available for use in the stylesheet, such as , , or .

For example, when transforming Workday data (which uses its own XML schema), a namespace might be defined to reference Workday-specific elements, enabling the stylesheet to correctly identify and manipulate those elements.

Application in Workday Context:

In Workday’s Document Transformation integrations, namespaces are essential when processing XML data from Workday (e.g., Core Connector outputs) or external systems. The namespace ensures that the XSLT processor recognizes the correct elements from the source XML and applies the transformation rules appropriately.

Without a namespace, the processor might misinterpret elements with the same name but different meanings (e.g., in one schema vs. another). By providing a namespace, the stylesheet gains access to a specific vocabulary of elements and attributes, enabling precise coding of transformation logic.

Why Other Options Are Incorrect:

B. Indicates the start and end tag names to output: This is incorrect because namespaces do not dictate the structure (start and end tags) of the output. That is determined by the XSLT template rules and output instructions (e.g., or literal result elements). Namespaces only define the identity of elements, not their placement or formatting in the output.

C. Restricts the data the processor can access: While namespaces help distinguish between different sets of elements, they do not inherently restrict data access. Restrictions are more a function of security settings or XPath expressions within the stylesheet, not the namespace itself.

D. Controls the filename of the transformed result: Namespaces have no bearing on the filename of the output. In Workday, the filename of a transformed result is typically managed by the Integration Attachment Service or delivery settings (e.g., SFTP or email configurations), not the stylesheet’s namespace.

Practical Example:

Suppose you’re transforming a Workday XML file containing employee data into a custom format. The stylesheet might include:

Here, the wd namespace provides access to Workday-specific elements like and , which the XSLT processor can then use to extract and transform data.

Workday Pro Integrations Study Guide References:

Workday Integration System Fundamentals: Explains XML and XSLT basics, including the role of namespaces in identifying elements within stylesheets.

Document Transformation Module: Highlights how namespaces are used in XSLT to process Workday XML data, emphasizing their role in providing a vocabulary for transformation logic (e.g., "Understanding XSLT Namespaces").

Core Connectors and Document Transformation Course Manual: Includes examples of XSLT stylesheets where namespaces are declared to handle Workday-specific schemas, reinforcing that they provide usable elements.

Workday Community Documentation: Notes that namespaces are critical for ensuring compatibility between Workday’s XML output and external system requirements in transformation scenarios.

Understanding the Requirement

The question involves scheduling an integration in Workday to deliver a file containing recent compensation changes to an external system. The key requirements are:

The file must be delivered routinely at 5 PM Eastern Standard Time (EST).

The recurrence should exclude weekends (i.e., run only on weekdays: Monday through Friday).

The file should include compensation changes since the last integration run, implying an incremental data pull, though this does not directly affect the recurrence type.

The task is to identify the correctrecurrence typefor the integration schedule from the given options:A. Recurs every 12 hoursB. Recurs every weekdayC. Dependent recurrenceD. Recurs every 1 day(s)

Analysis of the Workflow and Recurrence Options

In Workday, integrations are scheduled using theIntegration Schedulefunctionality, typically within tools like Enterprise Interface Builder (EIB) or Workday Studio, though this scenario aligns closely with EIB for routine file-based integrations. The recurrence type determines how frequently and under what conditions the integration runs. Let’s evaluate each option against the requirements:

Step-by-Step Breakdown

Time Specification (5 PM EST):

Workday allows scheduling integrations at a specific time of day (e.g., 5 PM EST). This is set in the schedule configuration and is independent of the recurrence type but confirms the need for a daily-based recurrence with a specific time slot.

Exclusion of Weekends:

The requirement explicitly states the integration should not run on weekends (Saturday and Sunday), meaning it should only execute on weekdays (Monday through Friday). This is a critical filter for choosing the recurrence type.

Incremental Data (Since Last Run):

The file must include compensation changes since the last integration run. In Workday, this is typically handled by configuring the integration (e.g., via a data source filter or "changed since" parameter in EIB), not the recurrence type. Thus, this requirement does not directly influence the recurrence type but confirms the integration runs periodically.

The scenario involves a Core Connector: Worker integration with two runs detailed in the integration events report. The goal is to determine whether Brian Hill’s compensation change, effective April 30, 2024, and entered on May 13, 2024, will be included in either of the runs based on their date launch parameters. Let’s analyze each run against the change details to identify the correct answer.

In Workday, the Core Connector: Worker integration in incremental mode (as indicated by the presence of "Last Successful" parameters) processes changes based on the Transaction Log, filtering them by theEntry Moment(when the change was entered) andEffective Date(when the change takes effect). The integration captures changes where:

TheEntry Momentfalls between theLast Successful As of Entry Momentand theAs of Entry Moment, and

TheEffective Datefalls between theLast Successful Effective Dateand theEffective Date.

Brian Hill’s compensation change has:

Entry Moment:05/13/2024 (time not specified, so we assume it occurs at some point during the day, before or up to 11:59:59 PM).

Effective Date:04/30/2024.

Analysis of Run #1

Launch Date:05/15/2024 at 3:00:00 AM

As of Entry Moment:05/15/2024 3:00:00 AM – The latest point for when changes were entered.

Effective Date:05/15/2024 – The latest effective date for changes.

Last Successful As of Entry Moment:05/01/2024 3:00:00 AM – The starting point for entry moments.

Last Successful Effective Date:05/01/2024 – The starting point for effective dates.

For Run #1 to include Brian’s change:

TheEntry Moment(05/13/2024) must be between 05/01/2024 3:00:00 AM and 05/15/2024 3:00:00 AM. Since 05/13/2024 falls within this range (assuming the change was entered before 3:00:00 AM on 05/15/2024, which is reasonable unless specified otherwise), this condition is met.

TheEffective Date(04/30/2024) must be between 05/01/2024 (Last Successful Effective Date) and 05/15/2024 (Effective Date). However, 04/30/2024 isbefore05/01/2024, so this condition isnot met.

Since the effective date of Brian’s change (04/30/2024) precedes theLast Successful Effective Date(05/01/2024), Run #1 will not include this change. In incremental mode, Workday excludes changes with effective dates prior to the last successful effective date, as those are assumed to have been processed in a prior run (before Run #1’s baseline of 05/01/2024).

Analysis of Run #2

Launch Date:05/31/2024 at 3:00:00 AM

As of Entry Moment:05/31/2024 3:00:00 AM – The latest point for when changes were entered.

Effective Date:05/31/2024 – The latest effective date for changes.

Last Successful As of Entry Moment:05/15/2024 3:00:00 AM – The starting point for entry moments.

Last Successful Effective Date:05/15/2024 – The starting point for effective dates.

For Run #2 to include Brian’s change:

TheEntry Moment(05/13/2024) must be between 05/15/2024 3:00:00 AM and 05/31/2024 3:00:00 AM. However, 05/13/2024 isbefore05/15/2024 3:00:00 AM, so this condition isnot met.

TheEffective Date(04/30/2024) must be between 05/15/2024 (Last Successful Effective Date) and 05/31/2024 (Effective Date). Since 04/30/2024 isbefore05/15/2024, this condition is alsonot met.

In Run #2, theEntry Moment(05/13/2024) precedes theLast Successful As of Entry Moment(05/15/2024 3:00:00 AM), meaning the change was entered before the starting point of this run’s detection window. Additionally, theEffective Date(04/30/2024) is well before theLast Successful Effective Date(05/15/2024). Both filters exclude Brian’s change from Run #2.

Conclusion

Run #1:Excluded because the effective date (04/30/2024) is before the Last Successful Effective Date (05/01/2024).

Run #2:Excluded because the entry moment (05/13/2024) is before the Last Successful As of Entry Moment (05/15/2024 3:00:00 AM) and the effective date (04/30/2024) is before the Last Successful Effective Date (05/15/2024).

Brian Hill’s change would have been processed in an earlier run (prior to May 1, 2024) if the integration was running incrementally before Run #1, as its effective date (04/30/2024) predates both runs’ baselines. Given the parameters provided, neither Run #1 nor Run #2 captures this change, makingD. Brian Hill will be excluded from both integration runsthe correct answer.

Workday Pro Integrations Study Guide References

Workday Integrations Study Guide: Core Connector: Worker– Section on "Incremental Processing" explains how changes are filtered based on entry moments and effective dates relative to the last successful run.

Workday Integrations Study Guide: Launch Parameters– Details how "Last Successful As of Entry Moment" and "Last Successful Effective Date" define the starting point for detecting new changes, excluding prior transactions.

Workday Integrations Study Guide: Change Detection– Notes that changes with effective dates before the last successful effective date are assumed processed in earlier runs and are skipped in incremental mode.

The scenario involves a Core Connector: Worker integration configured to output Position Title and Business Title fields for workers who meet the Integration Population Eligibility criteria (Is Manager = true), with the Transaction Log service subscribed to the "Position Edit Event." The integration is launched with specific date parameters, and a test is performed by updating Jared Ellis’ Business Title using the "Change Business Title" related action. Jared is a manager, and the change is logged with an effective date of 05/24/2024 and an entry moment of 05/24/2024 07:58:53 AM. Despite this, Jared does not appear in the output. Let’s determine why and identify the configuration element that needs modification.

In Workday, the Core Connector: Worker integration uses the Transaction Log service to detect changes based on subscribed transaction types. The subscribed transaction type in this case is "Position Edit Event," which is triggered when a position is edited via the "Edit Position" business process. However, the test scenario involves a "Change Business Title" related action, which is a distinct business process in Workday. This action updates the Business Title field but does not necessarily trigger a "Position Edit Event." Instead, it generates a different event type, such as a "Title Change Event" (as noted in Jared’s worker history), depending on how the system logs the action.

The date launch parameters provided are:

As of Entry Moment:05/25/2024 12:00:00 AM – The latest point for entry moments.

Effective Date:05/25/2024 – The latest effective date for changes.

Last Successful As of Entry Moment:05/23/2024 12:00:00 AM – The starting point for entry moments from the last run.

Last Successful Effective Date:05/23/2024 – The starting point for effective dates from the last run.

Jared’s change has:

Entry Moment:05/24/2024 07:58:53 AM – Falls between 05/23/2024 12:00:00 AM and 05/25/2024 12:00:00 AM.

Effective Date:05/24/2024 – Falls between 05/23/2024 and 05/25/2024.

The date parameters correctly cover the time window of Jared’s change, meaning the issue is not with the date range but with the event detection logic. The Transaction Log subscription determines which events are processed by the integration. Since the subscription is set to "Position Edit Event" and the change was made via "Change Business Title" (logged as a "Title Change Event"), the integration does not recognize this event because it is not subscribed to the appropriate transaction type.

To include Jared Ellis in the output, theTransaction Log subscriptionmust be modified to include the event type associated with the "Change Business Title" action, such as "Title Change Event" or a broader category like "Position Related Event" that encompasses both position edits and title changes. This ensures the integration captures the specific update made to Jared’s Business Title.

Let’s evaluate the other options:

B. Date launch parameters:The parameters already include Jared’s entry moment and effective date within the specified ranges (05/23/2024 to 05/25/2024). Adjusting these would not address the mismatch between the subscribed event type and the actual event triggered.

C. Integration Field Attributes:These are set to output Position Title and Business Title, and the change to Business Title is within scope. The field configuration is correct and does not need modification.

D. Integration Population Eligibility:This is set to "Is Manager = true," and Jared is a manager. This filter is functioning as intended and is not the issue.

The root cause is the Transaction Log subscription not aligning with the event type generated by the "Change Business Title" action, makingA. Transaction log subscriptionthe correct answer.

Workday Pro Integrations Study Guide References

Workday Integrations Study Guide: Core Connector: Worker– Section on "Transaction Log Configuration" explains how subscribing to specific transaction types filters the events processed by the integration.

Workday Integrations Study Guide: Change Detection– Details how different business processes (e.g., Edit Position vs. Change Business Title) generate distinct event types in the Transaction Log.

Workday Integrations Study Guide: Event Subscription– Notes the importance of aligning subscription types with the specific business actions being tested or monitored.