Workforce Insights | Dashboards, datasets and recipes

Data used in the Workforce Insights dashboards comes from datasets. A dataset is created by a recipe, which can combine and transform data from multiple sources, such as Sage People objects in the org, or other datasets. Recipes can also augment the data with additional fields, and perform functions on fields to create new data points. Dashboards can use one or more datasets. The security predicate used in the team lead dashboards is also applied to the data in recipes.

In many cases in Workforce Insights dashboards, the datasets driving the C suite dashboards are used as starting points for the datasets driving the team lead dashboards.

Workforce Insights dashboards do not show real time live data from your org, but the dataset data. When you set up Workforce Insights, you can set up a schedule for the data to be refreshed.

C suite dashboards

Brief descriptions of the C suite dashboards aimed at WX users are available in View the C suite dashboards. This topic provides more information about which specific fields from which specific objects are used, and how the datasets are constructed.

Because the datasets contain data from multiple objects and datasets, they can contain multiple instances of columns called Deleted, Record ID, or Start Date. Where possible the dataset details contain clarifications in parenthesis. Some column names have also been simplified.

Headcount dashboard

The Headcount dashboard primarily draws data from the Team Member and Employment Record objects. The dashboard uses the Team Members dataset as the primary source of information. The sections in the Headcount dashboard use other datasets created by taking the Team Members dataset and making changes on it.

The Headcount section in the Headcount dashboard uses the Headcount and FTE dataset.

The Tenure section in the Headcount dashboard uses the Employee Tenure dataset.

The Org Design section in the Headcount dashboard uses the Org Design dataset.

The filters for the Headcount dashboard are based on data from the Headcount and FTE dataset. The Country filter uses the work location country associated with the work location assigned to a team member in their employment record. The Employment Type filter uses the Basis field from the team members' employment records.

Team Members dataset

The Team Members dataset forms the basis of all team member and employment data in the Workforce Insights dashboards. The dataset is created as follows:

Data from the Team Member object is filtered to remove records marked as deleted.
Data from the Employment Record object is filtered to remove records marked as deleted and records that are not Active.
The Employment Record data is joined with the Team Member data.
The Manager name from the Team Member record is joined to the team member and employment record data.
The HR Department name from the HR Department object is filtered to remove records marked as deleted, and then joined to the team member and employment record data.
Data from the Work Location object is filtered to remove records marked as deleted. Columns other than Country and Work Location name are removed.
Country codes (Alpha-3 code and Alpha-2 code in the dataset descriptions) and country names from the ISO Country custom metadata are joined with the Work Location countries.
The country data is joined with the team member and employment record data.
In the data created so far, blank employment basis (Basis field in the Employment Record) is replaced with "No Type".
In the data created so far, blank work location country is replaced with "XXX".
A new column Calculated Days Employed is created by calculating the number of days between the Start Date in the employment record and now.
A new column Future Leaver is created. It displays true if the value of the Has Left field is false, and the End Date in the Employment Record is not blank, and the End Date is in the future from the current date, otherwise the field displays false.

The resulting Team Members dataset has the following columns:

Column	Source
Record ID	Team Member object
Deleted	Team Member object
Business	Team Member object
Current Employment	Team Member object
HR Department	Team Member object
Hire Date	Team Member object
Job Effective Date	Team Member object
Manager User	Team Member object
Manager	Team Member object
User	Team Member object
Has Left	Team Member object
Is On Leave	Team Member object
Record ID	Employment Record object
Deleted	Employment Record object
Active	Employment Record object
Continuous Service Date	Employment Record object
Contract End Date	Employment Record object
Current Salary	Employment Record object
End Date	Employment Record object
FTE	Employment Record object
Job Effective Date	Employment Record object
Last Working Date	Employment Record object
Probation End Date	Employment Record object
Start Date	Employment Record object
Team Member	Employment Record object
Work Location	Employment Record object
Annual Salary Reporting	Employment Record object
(Manager) Name	Team Member object
(Manager) Name Full	Team Member object
HR Department	HR Department object
Deleted	HR Department object
Country	Work Location object
Deleted	Work Location object
Country	ISO Country custom metadata
Basis	Employment Record object but blank values replaced with No Type in the recipe
Work Location Name	Work Location object but blank values replaced with No Location in the recipe
Alpha-3 code	ISO Country custom metadata but blank values replaced with XXX in the recipe
Alpha-2 code	ISO Country custom metadata but blank values replaced with XX in the recipe
Days Employed	Calculated in the recipe
Future Leaver	Calculated in the recipe

Headcount and FTE dataset

The Headcount and FTE dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filters:

Has Left (from the Team Member record) equals false
Days Employed (value calculated in the recipe for the Team Members dataset) is greater than or equal to 0
Active (from the Employment Record) equals true

The resulting Headcount and FTE dataset has the following columns:

Column	Source
Basis	Team Members dataset
Work Location Name	Team Members dataset
Work Location	Team Members dataset
Alpha-3 code	Team Members dataset
(Employment) End Date	Team Members dataset
Has Left	Team Members dataset
HR Department	Team Members dataset
Team Member	Team Members dataset
(Employment) Start Date	Team Members datatset
Country	Team Members dataset
Active	Team Members dataset
FTE	Team Members dataset
Days Employed	Team Members dataset

Employee Tenure dataset

The Employee Tenure dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filters:

Has Left (from the Team Member record) equals false
Days Employed (value calculated in the recipe for the Team Members dataset) is greater than or equal to 0

Next, the tenure length is calculated for all records and added as the Tenure column. Tenure is calculated as the difference between current date and the Start Date from the Employment Record divided by 365.2425, and presented with 1 decimal place.

The resulting Employee Tenure dataset has the following columns:

Column	Source
Basis	Team Members dataset
Work Location	Team Members dataset
Alpha-3 code	Team Members dataset
Has Left	Team Members dataset
Current Employment	Team Members dataset
HR Department	Team Members dataset
Job Effective Date (Team Member object)	Team Members datatset
Hire Date	Team Members dataset
Continuous Service Date	Team Members dataset
Team Member	Team Members dataset
Job Effective Date (Employment Record object)	Team Members dataset
(Employment) Start Date	Team Members dataset
(Work Location) Country	Team Members dataset
Days Employed	Team Members dataset
Tenure	Calculated in the recipe

Org Design dataset

The Org Design dataset takes the Team Members dataset as a starting point and filters out records for non-active team members using the following filter:

Active (from the Employment Record) equals true

The resulting Org Design dataset has the following columns:

Column	Source
Basis	Team Members dataset
Work Location name	Team Members dataset
Work Location	Team Members dataset
Alpha-3 code	Team Members dataset
Future Leaver	Team Members dataset
(Employment ) End Date	Team Members dataset
HR Department	Team Members dataset
Has Left	Team Members dataset
Alpha-2 code	Team Members dataset
Team Member	Team Members dataset
(Employment) Start Date	Team Members dataset
(Work Location) Country	Team Members dataset
Contract End Date	Team Members dataset
Current Salary	Team Members dataset
Active	Team Members dataset
Days Employed	Team Members dataset
FTE	Team Members dataset
Annual Salary Reporting	Team Members dataset

Diversity dashboard

The Headcount dashboard primarily draws data from the Team Member and Employment Record objects. It is driven by the Team Member Diversity dataset.

Team lead dashboards

Brief descriptions of the team lead dashboards aimed at WX users are available in View the team lead dashboards. This topic provides more information about which specific fields in which objects are used, and how the datasets are constructed.

Headcount dashboard

The Headcount dashboard primarily draws information from the Team Member and Employment records. The datasets for the team lead Headcount dashboard use the datasets for the C suite Headcount dashboard as starting points and join in the Org Chart Predicate dataset to apply the security predicate to restrict access to data so managers can only view data about the employees in the reporting line at levels below the manager.

The Headcount section in the Headcount dashboard uses the Headcount and FTE Org dataset dataset. The Future Leavers card in the Headcount section draws from the Org Design Org dataset.

The Tenure section in the Headcount dashboard uses the Employee Tenure Org dataset.

The filters for the Headcount dashboard are based on data from the Headcount and FTE Org dataset. The Country filter uses the work location country associated with the work location assigned to a team member in their employment record. The Employment Type filter uses the Basis field from the team members' employment records. The Management level filter uses the Level Count column created in the Org Chart Predicate dataset , which is joined to the Headcount and FTE dataset to create the Headcount and FTE Org dataset.

Org Chart Predicate dataset

The Org Chart Predicate dataset is used to restrict managers' access to data in Workforce Insights to data relating to employees in the reporting line below the manager. It transforms manager data from Team Member records in order to calculate the number of management levels, which is used for the Management Level filter, and get the managers' user IDs to use for the security predicate in the team lead dashboards.

The resulting Org Chart Predicate dataset has the following columns:

Column	Source
Record ID	Team Member object
Manager	Team Member object
TL User (Manager User)	Team Member object
Level Count	Calculated in the recipe

Headcount and FTE Org dataset

The Headcount and FTE ORG dataset uses the Headcount and FTE dataset and the Org Chart Predicate dataset as its starting points. The Headcount and FTE dataset drives the Headcount section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Headcount and FTE Org dataset has the following columns:

Column	Source
Basis	Headcount and FTE dataset
Work Location Name	Headcount and FTE dataset
Team Member	Headcount and FTE dataset
Work Location	Headcount and FTE dataset
Alpha-3 code	Headcount and FTE dataset
(Employment) Start Date	Headcount and FTE dataset
Country	Headcount and FTE dataset
(Employment) End Date	Headcount and FTE dataset
Active	Headcount and FTE dataset
Has Left	Headcount and FTE dataset
HR Department	Headcount and FTE dataset
Days Employed	Headcount and FTE dataset
FTE	Headcount and FTE dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Employee Tenure Org dataset

The Employee Tenure ORG dataset uses the Employee Tenure dataset and Org Chart Predicate dataset as its starting points. The Employee Tenure dataset drives the Tenure section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Employee Tenure Org dataset has the following columns:

Column	Source
Continuous Service Date	Employee Tenure dataset
Basis	Employee Tenure dataset
Team Member	Employee Tenure dataset
Work Location	Employee Tenure dataset
Alpha-3 code	Team Members dataset
Job Effective Date (Employment Record)	Employee Tenure dataset
(Employment) Start Date	Employee Tenure dataset
Country	Employee Tenure dataset
Has Left	Employee Tenure dataset
Current Employment	Employee Tenure dataset
HR Department	Employee Tenure dataset
Job Effective Date (Team Member object)	Employee Tenure dataset
Hire Date	Employee Tenure dataset
Days Employed	Employee Tenure dataset
Tenure	Employee Tenure dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Org Design Org dataset

The Org Design Org dataset uses the Org Design dataset and the Org Chart Predicate dataset as its starting points. The Org Design dataset drives the Org Design section in the C suite dashboards. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Org Design Org dataset has the following columns:

Column	Source
Basis	Org Design dataset
Work Location Name	Org Design dataset
Team Member (Employment Record)	Org Design dataset
Work Location	Org Design dataset
Alpha-3 code	Org Design dataset
Future Leaver	Org Design dataset
(Employment) Start Date	Org Design dataset
Country (Work Location)	Org Design dataset
Contract End Date	Org Design dataset
Current Salary	Org Design dataset
(Employment) End Date	Org Design dataset
HR Department	Org Design dataset
Active (Employment Record)	Org Design dataset
Has Left	Org Design dataset
Alpha-2 code	Org Design dataset
Days Employed	Org Design dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Time off dashboard

The Time Off dashboard primarily draws data from the Absence object and related objects that define how entitlements accrue. The Time Off dashboard also uses data from the Accrual Balance object for the time off balances. The Absence days over time chart relies on the Absence Day Record object. For this chart to display data, your org needs to enable Day-by-day breakdowns of absence records for reporting.

The cards and charts on the Time Off dashboard draw on datasets as follows:

The cards On leave today and On long term absence use the Absences Org dataset.
The cards Carry over left, Total time off taken, Vacation taken, and Time off in lieu available use the Absence Balance and Accruals Org dataset.
The Requested or approved vacation vs available vacation chart uses both the Absences Org dataset and the Absence Balance and Accruals Org dataset.
The Time off taken by reason chart uses the Absence Balance and Accruals Org dataset.
The Absence days over time chart uses the Absence Day Record Org dataset.

Absences dataset

The Absences dataset forms the basis for all charts and cards with absence and vacation data. The dataset is created as follows:

Team member data from the Team Members dataset is joined with data from the Absence object.
Data about absence accrual seniorities (the seniority ID and the associated absence accrual rule) are joined to the data from the previous step.
Data about the absence accrual rule (the absence accrual rule ID, the related absence accrual pattern, and the type of the absence) are joined to the data from the previous step.
Data about the absence accrual pattern (Rate Units, Hours to Days Conversion Factor, Hide Absence Detail) are joined to the data from the previous step.
The resulting dataset is filtered to remove rejected absences, which are absences for which the value of the Rejected Date field is not null.
A new column onAbsence is created by calculating if the team member is on leave, either using the value of the Is On Leave formula field on the Team Member record, or if the Start Date of the absence record is earlier or equal to today, the End Date is later or equal to today, the duration of the absence is greater than 0, and the Rejected Date is blank.
A new column AbsenceDays is added to calculate the length of the absence in days. If the rate unit is hour, the calculation uses the Hours to Days Conversion Factor, if it is defined, and a standard conversion rate of 8 if it is not defined. The duration in the Days/Hours field is divided by the conversion factor if defined, and by 8 if not. If the rate unit is day, the duration from the Days/Hours field is used as-is.

The resulting Absences dataset has the following columns:

Column	Source
Record ID	Absence object
Deleted	Absence object
Absence #	Absence object
Record Type ID	Absence object
Created Date	Absence object
Created By ID	Absence object
Last Modified Date	Absence object
Last Modified By ID	Absence object
Sytem Modstamp	Absence object
Last Activity Date	Absence object
Employment Record	Absence object
Absence Accrual Seniority	Absence object
Actual Arrival Date	Absence object
Alert Trigger	Absence object
Approval Date	Absence object
Approved	Absence object
Back To Work Interview Date	Absence object
Back To Work Interview Required	Absence object
Certified Date	Absence object
Confirmed Date	Absence object
Days Taken By Partner	Absence object
Days/Hours	Absence object
Dependant	Absence object
End Date Provisional	Absence object
End Date	Absence object
Evidence Trigger	Absence object
Expected Arrival Date	Absence object
Is Parental Leave	Absence object
Is Private	Absence object
Last Modified Accrued Balance	Absence object
Last Modified Balance	Absence object
Last Modified Reason Rolling Days/Hours	Absence object
Last Modified Reason Year Days/Hours	Absence object
Last Modified Type Rolling Days/Hours	Absence object
Last Modified Type Year Days/Hours	Absence object
Medical Certificate Required	Absence object
Notes	Absence object
Notification Date	Absence object
Notification Type	Absence object
Paid	Absence object
Pay Code	Absence object
Picture	Absence object
Reason	Absence object
Rejected Date	Absence object
Return Intent	Absence object
Self Certificate Required	Absence object
Start Date	Absence object
Still Birth	Absence object
Action Date	Absence object
Action	Absence object
Earliest Parental Leave End	Absence object
Earliest Parental Leave Start	Absence object
Latest Parental Leave End	Absence object
Latest Parental leave Start	Absence object
Manager Action Date	Absence object
Manager Action	Absence object
Months Since End	Absence object
Rate Units	Absence object
Show Team	Absence object
Status	Absence object
Team Member Name	Absence object
Team Member	Absence object
Type	Absence object
Calculated Length	Absence object
MS365 Calendar Event ID	Absence object
Partial Days Options	Absence object
Basis	Team Members dataset
Work Location Name	Team Members dataset
Deleted	Team Members dataset
Work Location	Team Members dataset
Is On Leave	Team Members dataset
Alpha-3 code	Team Members dataset
Future Leaver	Team Members dataset
(Employment) End Date	Team Members dataset
Last Working Date	Team Members dataset
HR Department (Name)	Team Members dataset
Has Left	Team Members dataset
Current Employment	Team Members dataset
Probation End Date	Team Members dataset
Name Full (Manager)	Team Members dataset
HR Department	Team Members dataset
Alpha-2 code	Team Members dataset
Job Effective Date (Team Member object)	Team Members dataset
Hire Date	Team Members dataset
Manager	Team Members dataset
Continuous Service Date	Team Members dataset
Deleted (Team Member object)	Team Members dataset
Team Member	Team Members dataset
Job Effective Date (Employment Record object)	Team Members dataset
Record ID (Employment Record object)	Team Members dataset
(Employment) Start Date	Team Members dataset
(Work Location) Country	Team Members dataset
Contract End Date	Team Members dataset
Manager User	Team Members dataset
Current Salary	Team Members dataset
User	Team Members dataset
Country (ISO Country custom metadata)	Team Members dataset
Active (Employment Record)	Team Members dataset
Record ID (Team Member object)	Team Members dataset
Deleted (HR Department)	Team Members dataset
Deleted (Work Location)	Team Members dataset
Business	Team Members dataset
Days Employed	Team Members dataset
FTE	Team Members dataset
Annual Salary Reporting	Team Members dataset
(Manager) Name	Team Members dataset
Record ID	Absence Accrual Seniority object
Absence Accrual Rule	Absence Accrual Seniority object
Record ID	Absence Accrual Rule object
Absence Accrual Pattern	Absence Accrual Rule object
Type	Absence Accrual Rule object
Record ID	Absence Accrual Pattern object
Owner ID	Absence Accrual Pattern object
Deleted	Absence Accrual Pattern object
Absence Accrual Pattern Name	Absence Accrual Pattern object
Created Date	Absence Accrual Pattern object
Created By ID	Absence Accrual Pattern object
Last Modified Date	Absence Accrual Pattern object
Last Modified By ID	Absence Accrual Pattern object
System Modstamp	Absence Accrual Pattern object
Last Viewed Date	Absence Acccrual Pattern object
Last Referenced Date	Absence Accrual Pattern object
Hours to Days Conversion Factor	Absence Accrual Pattern object
Rate Units	Absence Accrual Pattern object
Hide Absence Detail	Absence Accrual Pattern object
onAbsence	Calculated in the recipe
AbsenceDays	Calculated in the recipe

Absences Org dataset

The Absences Org dataset uses the Absences dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Absences Org dataset has the following columns:

Column	Source
Last Modified Date	Absences dataset
Self Certificate Required	Absences dataset
Back To Work Interview Required	Absences dataset
Future Leaver	Absences dataset
Name Full (Manager)	Absences dataset
Manager User	Absences dataset
Manager Action	Absences dataset
Current Salary	Absences dataset
Action Date	Absences dataset
Latest Parental Leave End	Absences dataset
Probation End Date	Absences dataset
Basis	Absences dataset
HR Department	Absences dataset
Deleted (Absence object)	Absences dataset
Still Birth	Absences dataset
Alert Trigger	Absences dataset
Pay Code	Absences dataset
Picture	Absences dataset
Alpha-3 code	Absences dataset
Certified Date	Absences dataset
Notification Date	Absences dataset
Country (Work Location)	Absences dataset
Notes	Absences dataset
Back To Work Interview Date	Absences dataset
(Employment) End Date	Absences dataset
Work Location Name	Absences dataset
Deleted (Work Location object)	Absences dataset
Record ID	Absences dataset
Start Date	Absences dataset
Approved	Absences dataset
Dependant	Absences dataset
Status	Absences dataset
Partial Days Options	Absences dataset
Latest Parental Leave Start	Absences dataset
Is Parental Leave	Absences dataset
Manager Action Date	Absences dataset
Contract End Date	Absences dataset
Earliest Parental Leave End	Absences dataset
Record Type ID	Absences dataset
HR Department	Absences dataset
Record ID (Team Member)	Absences dataset
Hire Date	Absences dataset
Record ID (Employment Record)	Absences dataset
Is Private	Absences dataset
Show Team	Absences dataset
End Date Provisional	Absences dataset
Last Working Date	Absences dataset
Team Member (Employment Record)	Absences dataset
System Modstamp	Absences dataset
Team Member Name	Absences dataset
Earliest Parental Leave Start	Absences dataset
(Manager) Name	Absences dataset
Type	Absences dataset
Manager	Absences dataset
Is On Leave	Absences dataset
onAbsence	Absences dataset
AbsenceDays	Absences dataset
Calculated Length	Absences dataset
Type (Absence Accrual Rule)	Absences dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Absence Balance and Accruals dataset

The Absence Balance and Accruals dataset forms the basis for all dashboards with absence balance data. The dataset is created as follows:

Data from the Accrual Balance object is joined to the Team Members dataset.
Data from the Absence Accrual Rule object is joined to the data from the previous step.
Data from the Absence Accrual Pattern object is joined to the data from the previous step.
A new column TotalTakenDays is created to calculate the total number of days taken. If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Taken field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Taken field. If the rate unit is Day, then the value of the Taken field is used as-is.
A new column AvailableCarryOverDays is created to calculate the number of available carryover days.

If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Available Carry Over field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Available Carry Over field. If the rate unit is Day, then the value of the Available Carry Over field is used as-is.
A new column TotalForYear is created to calculate the year's total entitlement as a sum of taken time off and the Year End Balance.
New columns ToilTaken and ToilTakenDays are created to calculate the Time Off In Lieu (TOIL) taken. ToilTakenDays converts the value of ToilTaken into days.

If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the ToilTaken field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the ToilTaken field. If the rate unit is Day, then the value of the ToilTaken field is used as-is.
A new column Current Toil Days is created to calculate the currently available number of TOIL days.

If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Current TOIL field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Current TOIL field. If the rate unit is Day, then the value of the Current TOIL field is used as-is.
A new column YearEndAccrualDays is created to calculate the number of accrued days at the year end. The value is the absolute value of the sum of the Year End Balance and the Taken values divided by hours to days conversion factor if necessary. The absolute value is the number without its positive or negative sign.

If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the sum. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the sum. If the rate unit is Day, then the sum calculated is used as-is.
A new column Accrual Balance Remaining Days is created to calculate the year end balance in days.

If the rate unit is Hour and the Hours to Days Conversion Factor is defined, the factor is used to divide the value of the Year End Balance field. If the rate unit is Hour but Hours to Days Conversion Factor is blank, a standard value of 8 is used to divide the value of the Year End Balance field. If the rate unit is Day, then the value of the Year End Balance field is used as-is.

The resulting Absence Balance and Accruals dataset has the following columns:

Column	Source
Record ID	Accrual Balance object
Deleted	Accrual Balance object
Accrual Balance Name	Accrual Balance object
Created Date	Accrual Balance object
Created By ID	Accrual Balance object
Last Modified Date	Accrual Balance object
Last Modified By ID	Accrual Balance object
System Modstamp	Accrual Balance object
Employment Record	Accrual Balance object
Absence Accrual Rule	Accrual Balance object
Annual Allowance Pro Rata	Accrual Balance object
Annual Allowance	Accrual Balance object
Available Carry Over	Accrual Balance object
Current Carry Over	Accrual Balance object
Current Accrual	Accrual Balance object
Current Next Accrual	Accrual Balance object
Current TOIL	Accrual Balance object
Report Date	Accrual Balance object
Taken	Accrual Balance object
Team Member	Accrual Balance object
Year End Accrual	Accrual Balance object
Year End Balance	Accrual Balance object
Year End Carryover	Accrual Balance object
Year End TOIL	Accrual Balance object
Year Start Accrual	Accrual Balance object
Year Start Carryover	Accrual Balance object
Year Start TOIL	Accrual Balance object
Year Number	Accrual Balance object
Absence Reason	Accrual Balance object
Absence Type	Accrual Balance object
Year	Accrual Balance object
Basis	Team Members dataset
Work Location Name	Team Members dataset
Deleted (Employment Record)	Team Members dataset
Work Location	Team Members dataset
Is On Leave	Team Members dataset
Alpha-3 code	Team Members dataset
Future Leaver	Team Members dataset
(Employment) End Date	Team Members dataset
Last Working Date	Team Members dataset
HR Department	Team Members dataset
Has Left	Team Members dataset
Current Employment	Team Members dataset
Probation End Date	Team Members dataset
(Manager) Name Full	Team Members dataset
HR Department	Team Members dataset
Alpha-2 code	Team Members dataset
Job Effective Date (Team Member object)	Team Members dataset
Hire Date	Team Members dataset
Manager	Team Members dataset
Continuous Service Date	Team Members dataset
Deleted (Team Member object)	Team Members dataset
Team Member	Team Members dataset
Job Effective Date (Employment Record object)	Team Members dataset
Record ID (Employment Record)	Team Members dataset
(Employment) Start Date	Team Members dataset
Country (Work Location object)	Team Members dataset
Contract End Date	Team Members dataset
Manager User	Team Members dataset
Current Salary	Team Members dataset
User	Team Members dataset
Country (ISO Country custom metadata)	Team Members dataset
Active (Employment Record)	Team Members dataset
Record ID (Team Member object)	Team Members dataset
Deleted (HR Department object)	Team Members dataset
Deleted (Work Location object)	Team Members dataset
Business	Team Members dataset
Days Employed	Team Members dataset
FTE	Team Members dataset
Annual Salary Reporting	Team Members dataset
(Manager) Name	Team Members dataset
Record ID	Absence Accrual Rule object
Deleted	Absence Accrual Rule object
Absence Accrual Rule Name	Absence Accrual Rule object
Created Date	Absence Accrual Rule object
Created By ID	Absence Accrual Rule object
Last Modified Date	Absence Accrual Rule object
Last Modified By ID	Absence Accrual Rule object
System Modstamp	Absence Accrual Rule object
Absence Accrual Pattern	Absence Accrual Rule object
Accrual Record Years	Absence Accrual Rule object
Exclude from Daily Absence Reporting	Absence Accrual Rule object
Show Details Section Hours	Absence Accrual Rule object
Show Details Section	Absence Accrual Rule object
Vacation Attachments	Absence Accrual Rule object
Record ID	Absence Accrual Pattern object
Absence Accrual Pattern Name	Absence Accrual Pattern object
Hours to Days Conversion Factor	Absence Accrual Pattern object
Hide Absence Detail	Absence Accrual Pattern object
Rate Units	Absence Accrual Pattern object
TotalTakenDays	Calculated in the recipe
CarryOverDays	Calculated in the recipe
TotalForYear	Calculated in the recipe
Toil Taken	Calculated in the recipe
ToilTakenDays	Calculated in the recipe
Current Toil Days	Calculated in the recipe
YearEndAccrualDays	Calculated in the recipe
Accrual Balance Remaining Days	Calculated in the recipe

Absence Balance and Accruals Org dataset

The Absence Balance and Accruals Org dataset uses the Absence Balance and Accruals dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Absence Balance and Accruals Org dataset has the following columns:

Column	Source
Last Modified Date	Absence Balance and Accruals dataset
Future Leaver	Absence Balance and Accruals dataset
(Manager) Name Full	Absence Balance and Accruals dataset
Manager User	Absence Balance and Accruals dataset
Current Salary	Absence Balance and Accruals dataset
Probation End Date	Absence Balance and Accruals dataset
Basis	Absence Balance and Accruals dataset
HR Department	Absence Balance and Accruals dataset
Deleted	Absence Balance and Accruals dataset
Alpha-3 code	Absence Balance and Accruals dataset
Report Date	Absence Balance and Accruals dataset
(Work Location) Country	Absence Balance and Accruals dataset
(Employment) End Date	Absence Balance and Accruals dataset
Work Location Name	Absence Balance and Accruals dataset
Deleted (Work Location object)	Absence Balance and Accruals dataset
Record ID	Absence Balance and Accruals dataset
Year	Absence Balance and Accruals dataset
Contract End Date	Absence Balance and Accruals dataset
HR Department	Absence Balance and Accruals dataset
Record ID (Team Member object)	Absence Balance and Accruals dataset
Hire Date	Absence Balance and Accruals dataset
Record ID (Employment Record object)	Absence Balance and Accruals dataset
Last Working Date	Absence Balance and Accruals dataset
Team Member	Absence Balance and Accruals dataset
System Modstamp	Absence Balance and Accruals dataset
(Manager) Name	Absence Balance and Accruals dataset
Deleted (HR Department object)	Absence Balance and Accruals dataset
Current Employment	Absence Balance and Accruals dataset
Rate Units	Absence Balance and Accruals dataset
Accrual Balance Name	Absence Balance and Accruals dataset
Manager	Absence Balance and Accruals dataset
Created By ID	Absence Balance and Accruals dataset
Has Left	Absence Balance and Accruals dataset
Work Location	Absence Balance and Accruals dataset
Job Effective Date (Employment Record object)	Absence Balance and Accruals dataset
Employment Record	Absence Balance and Accruals dataset
(Employment) Start Date	Absence Balance and Accruals dataset
Created Date	Absence Balance and Accruals dataset
Team Member	Absence Balance and Accruals dataset
Absence Reason	Absence Balance and Accruals dataset
Absence Type	Absence Balance and Accruals dataset
Absence Accrual Rule	Absence Balance and Accruals dataset
User	Absence Balance and Accruals dataset
Deleted (Team Member object)	Absence Balance and Accruals dataset
Continuous Service Date	Absence Balance and Accruals dataset
Country (ISO Country custom metadata)	Absence Balance and Accruals dataset
Deleted (Employment Record object)	Absence Balance and Accruals datasest
Active	Absence Balance and Accruals dataset
Alpha-2 code	Absence Balance and Accruals dataset
Is On Leave	Absence Balance and Accruals dataset
Job Effective Date (Team Member object)	Absence Balance and Accruals dataset
Last Modified By ID	Absence Balance and Accruals dataset
Current TOIL	Absence Balance and Accruals dataset
Year Number	Absence Balance and Accruals dataset
Current Toil Days	Absence Balance and Accruals dataset
Year Start TOIL	Absence Balance and Accruals dataset
Year Start Carryover	Absence Balance and Accruals dataset
ToilTakenDays	Absence Balance and Accruals dataset
Year End Accrual	Absence Balance and Accruals dataset
Hours to Days Conversion Factor	Absence Balance and Accruals dataset
Year End TOIL	Absence Balance and Accruals dataset
Current Carry Over	Absence Balance and Accruals dataset
Annual Allowance	Absence Balance and Accruals dataset
Taken	Absence Balance and Accruals dataset
Available Carry Over	Absence Balance and Accruals dataset
Year End Carryover	Absence Balance and Accruals dataset
Current Next Accrual	Absence Balance and Accruals dataset
TotalTakenDays	Absence Balance and Accruals dataset
CarryOverDays	Absence Balance and Accruals dataset
YearEndAccrualDays	Absence Balance and Accruals dataset
Current Accrual	Absence Balance and Accruals dataset
Year Start Accrual	Absence Balance and Accruals dataset
Annual Allowance Pro Rata	Absence Balance and Accruals dataset
Toil Taken	Absence Balance and Accruals dataset
Accrual Balance Remaining Days	Absence Balance and Accruals dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Absence Day Record dataset

The Absence Day Record dataset forms the basis for data used in the Absence days over time chart. Absence Day Record records are only created if Day-by-day breakdowns of absence records for reporting is enabled in your org.

The dataset is created as follows:

Data from the Absence Day Record object and the Absences dataset are joined.
A new column DeleteAbsence is created to calculate which absence day records are associated with team members who have left the organization.
The records identified as belonging to team members who have left in the previous step are filtered out.
A new column DurationDays is added to calculate the duration of the absence in days when the Rate Unit is hour. If a hours to days conversion factor has not been specified, the calculation uses 8 hours for 1 day. If the Rate Unit is Day, the duration is used as-is.

The resulting Absence Day Record dataset has the following columns:

Column	Source
Record ID	Absence Day Record object
Deleted	Absence Day Record object
Absence Day Record Name	Absence Day Record object
Created Date	Absence Day Record object
Created By ID	Absence Day Record object
Last Modified Date	Absence Day Record object
Last Modified By ID	Absence Day Record object
System Modstamp	Absence Day Record object
Absence	Absence Day Record object
Day	Absence Day Record object
Duration	Absence Day Record object
Day of Month	Absence Day Record object
Month of Year	Absence Day Record object
Weekday	Absence Day Record object
Year	Absence Day Record object
Last Modified Date (Absence object)	Absences dataset
Self Certificate Required	Absences dataset
Back To Work Interview Required	Absences dataset
Future Leaver	Absences dataset
(Manager) Name Full	Absences dataset
Manager User	Absences dataset
Manager Action	Absences dataset
Current Salary	Absences dataset
Action Date	Absences dataset
Latest Parental Leave End	Absences dataset
Probation End Date	Absences dataset
Rate Units	Absences dataset
Basis	Absences dataset
HR Department	Absences dataset
Deleted (Absence object)	Absences dataset
Still Birth	Absences dataset
Alert Trigger	Absences dataset
Pay Code	Absences dataset
Picture	Absences dataset
Alpha-3 code	Absences dataset
Certified Date	Absences dataset
Notification Date	Absences dataset
(Work Location) Country	Absences dataset
Notes	Absences dataset
Back To Work Interview Date	Absences dataset
(Employment ) End Date	Absences dataset
Work Location	Absences dataset
Deleted (Work Location object)	Absences dataset
Record ID (Absence object)	Absences dataset
(Absence) Start Date	Absences dataset
Approved	Absences dataset
Dependant	Absences dataset
Status	Absences dataset
Partial Days Options	Absences dataset
Latest Parental Leave Start	Absences dataset
Is Parental Leave	Absences dataset
Manager Action Date	Absences dataset
Contract End Date	Absences dataset
Last Modified By ID	Absences dataset
Earliest Parental Leave End	Absences dataset
Record Type ID	Absences dataset
Absence Accrual Pattern Name	Absences dataset
HR Department	Absences dataset
Record ID (Team Member object)	Absences dataset
Hire Date	Absences dataset
Record ID (Employment Record object)	Absences dataset
Is Private	Absences dataset
Show Team	Absences dataset
End Date Provisional	Absences dataset
Last Modified Date	Absences dataset
Deleted (Absence object)	Absences dataset
Last Working Date	Absences dataset
Team Member	Absences dataset
System Modstamp	Absences dataset
Team Member Name	Absences dataset
Earliest Parental Leave Start	Absences dataset
Last Referenced Date	Absences dataset
Absence Accrual Seniority	Absences dataset
Last Activity Date	Absences dataset
Approval Date	Absences dataset
Reason	Absences dataset
MS365 Calendar Event ID	Absences dataset
Deleted (HR Department object)	Absences dataset
Owner ID	Absences dataset
Hide Absence Detail	Absences dataset
Current Employment	Absences dataset
(Absence) End Date	Absences dataset
Confirmed Date	Absences dataset
Absence #	Absences dataset
Type	Absences dataset
Created Date	Absences dataset
Employment Record	Absences dataset
Manager	Absences dataset
Created By ID	Absences dataset
Return Intent	Absences dataset
Actual Arrival Date	Absences dataset
Absence Accrual Rule	Absences dataset
Has Left	Absences dataset
Record ID	Absences dataset
System Modstamp	Absences dataset
Record ID	Absences dataset
Work Location	Absences dataset
Job Effective Date (Employment Record object)	Absences dataset
Notification Type	Absences dataset
(Employment) Start Date	Absences dataset
Created Date	Absences dataset
Evidence Trigger	Absences dataset
Team Member	Absences dataset
Absence Accrual Pattern	Absences dataset
Record ID	Absences dataset
Rate Units	Absences dataset
User	Absences dataset
Expected Arrival Date	Absences dataset
Deleted (Team Member object)	Absences dataset
Last Viewed Date	Absences dataset
Continuous Service Date	Absences dataset
Medical Certificate Required	Absences dataset
(Work Location) Country	Absences dataset
Rejected Date	Absences dataset
Deleted (Employment Record object)	Absences dataset
Active	Absences dataset
Paid	Absences dataset
Alpha-2 code	Absences dataset
Is On Leave	Absences dataset
Action	Absences dataset
Job Effective Date (Team Member object)	Absences dataset
Created By ID	Absences dataset
Last Modified By ID	Absences dataset
Business	Absences dataset
onAbsence	Absences dataset
Months Since End	Absences dataset
Hours to Days Conversion Factor	Absences dataset
Last Modified Type Rolling Days/Hours	Absences dataset
Last Modified Reason Rolling Days/Hours	Absences dataset
Days/Hours	Absences dataset
AbsenceDays	Absences dataset
Days Taken By Partner	Absences dataset
FTE	Absences dataset
Calculated Length	Absences dataset
Last Modified Balance	Absences dataset
Days Employed	Absences dataset
Last Modified Accrued Balance	Absences dataset
Last Modified Type Year Days/Hours	Absences dataset
Last Modified Reason Year Days/Hours	Absences dataset
(Manager) Name	Absences dataset
DeleteAbsence	Calculated in the recipe
DurationDays	Calculated in the recipe

Absence Day Record Org dataset

The Absence Day Record Org dataset uses the Absence Day Record dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Absence Day Record Org dataset has the following columns:

Column	Source
Last Modified Date	Absence Day Record dataset
Expected Arrival Date	Absence Day Record dataset
User	Absence Day Record dataset
Hire Date	Absence Day Record dataset
Earliest Parental Leave End	Absence Day Record dataset
HR Department	Absence Day Record dataset
Manager	Absence Day Record dataset
Last Viewed Date	Absence Day Record dataset
Is Private	Absence Day Record dataset
Year	Absence Day Record dataset
Last Referenced Date	Absence Day Record dataset
Rate Units	Absence Day Record dataset
Return Intent	Absence Day Record dataset
Deleted (Absence object)	Absence Day Record dataset
Deleted (Absence Day Record object)	Absence Day Record dataset
Work Location	Absence Day Record dataset
(Work Location) Country	Absence Day Record dataset
Record ID	Absence Day Record dataset
Record ID	Absence Day Record dataset
Team Member Name	Absence Day Record dataset
Owner ID	Absence Day Record dataset
Hide Absence Detail	Absence Day Record dataset
(Absence) End Date	Absence Day Record dataset
Is Parental Leave	Absence Day Record dataset
Probation End Date	Absence Day Record dataset
Partial Day Options	Absence Day Record dataset
Job Effective Date (Team Member object)	Absence Day Record dataset
Absence Accrual Seniority	Absence Day Record dataset
Absence Accrual Pattern Name	Absence Day Record dataset
Record ID	Absence Day Record dataset
Approved	Absence Day Record dataset
Picture	Absence Day Record dataset
(Work Location) Country	Absence Day Record dataset
Show Team	Absence Day Record dataset
Rate Units	Absence Day Record dataset
Manager Action	Absence Day Record dataset
Record ID	Absence Day Record dataset
Continuous Service Date	Absence Day Record dataset
Confirmed Date	Absence Day Record dataset
Pay Code	Absence Day Record dataset
Month of Year	Absence Day Record dataset
Deleted (Employment Record object)	Absence Day Record dataset
System Modstamp	Absence Day Record dataset
Day	Absence Day Record dataset
Type	Absence Day Record dataset
Dependant	Absence Day Record dataset
Approval Date	Absence Day Record dataset
Current Employment	Absence Day Record dataset
Action Date	Absence Day Record dataset
Status	Absence Day Record dataset
System Modstamp	Absence Day Record dataset
Absence	Absence Day Record dataset
Notification Type	Absence Day Record dataset
Deleted	Absence Day Record dataset
End Date Provisional	Absence Day Record dataset
Contract End Date	Absence Day Record dataset
Last Activity Date	Absence Day Record dataset
Future Leaver	Absence Day Record dataset
Actual Arrival Date	Absence Day Record dataset
Reason	Absence Day Record dataset
System Modstamp	Absence Day Record dataset
Record ID	Absence Day Record dataset
Alpha-2 code	Absence Day Record dataset
Active	Absence Day Record dataset
Created Date	Absence Day Record dataset
Manager User	Absence Day Record dataset
(Absence) Start Date	Absence Day Record dataset
Last Modified By ID	Absence Day Record dataset
Notification Date	Absence Day Record dataset
Absence Day Record Name	Absence Day Record dataset
Created By ID	Absence Day Record dataset
Business	Absence Day Record dataset
Job Effective Date (Employment Record object)	Absence Day Record dataset
(Employment) End Date	Absence Day Record dataset
Latest Parental Leave End	Absence Day Record dataset
Last Modified Date	Absence Day Record dataset
Alpha-3 code	Absence Day Record dataset
Latest Parental Leave Start	Absence Day Record dataset
Self Certificate Required	Absence Day Record dataset
Absence Accrual Rule	Absence Day Record dataset
Last Working Date	Absence Day Record dataset
Back To Work Interview Required	Absence Day Record dataset
Created By ID	Absence Day Record dataset
(Manager) Name Full	Absence Day Record dataset
Deleted	Absence Day Record dataset
Absence #	Absence Day Record dataset
Absence Accrual Pattern	Absence Day Record dataset
Deleted	Absence Day Record dataset
Created Date	Absence Day Record dataset
Earliest Parental Leave Start	Absence Day Record dataset
Is On Leave	Absence Day Record dataset
Alert Trigger	Absence Day Record dataset
HR Department	Absence Day Record dataset
Manager Action Date	Absence Day Record dataset
Created Date	Absence Day Record dataset
Record ID	Absence Day Record dataset
Created By ID	Absence Day Record dataset
Notes	Absence Day Record dataset
(Employment) Start Date	Absence Day Record dataset
Paid	Absence Day Record dataset
Current Salary	Absence Day Record dataset
Certified Date	Absence Day Record dataset
Last Modified Date	Absence Day Record dataset
Medical Certificate Required	Absence Day Record dataset
Team Member	Absence Day Record dataset
Deleted	Absence Day Record dataset
onAbsence	Absence Day Record dataset
Team Member	Absence Day Record dataset
Employment Record	Absence Day Record dataset
MS365 Calendar Event ID	Absence Day Record dataset
Rejected Date	Absence Day Record dataset
Has Left	Absence Day Record dataset
Action	Absence Day Record dataset
Record Type ID	Absence Day Record dataset
Last Modified By ID	Absence Day Record dataset
Back To Work Interview Date	Absence Day Record dataset
Still Birth	Absence Day Record dataset
Last Modified By ID	Absence Day Record dataset
Work Location Name	Absence Day Record dataset
Basis	Absence Day Record dataset
Record ID	Absence Day Record dataset
Evidence Trigger	Absence Day Record dataset
Days Taken By Partner	Absence Day Record dataset
Last Modified Reason Rolling Days/Hours	Absence Day Record dataset
Last Modified Type Year Days/Hours	Absence Day Record dataset
Last Modified Reason Year Days/Hours	Absence Day Record dataset
AbsenceDays	Absence Day Record dataset
DurationDays	Absence Day Record dataset
FTE	Absence Day Record dataset
Last Modified Type Rolling Days/Hours	Absence Day Record dataset
Days/Hours	Absence Day Record dataset
Day of Month	Absence Day Record dataset
Last Modified Accrued Balance	Absence Day Record dataset
Last Modified Balance	Absence Day Record dataset
Days Employed	Absence Day Record dataset
Weekday	Absence Day Record dataset
Hours to Days Conversion Factor	Absence Day Record dataset
Calculated Length	Absence Day Record dataset
Months Since End	Absence Day Record dataset
Duration	Absence Day Record dataset
(Manager) Name	Absence Day Record dataset
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset

Performance dashboard

The Performance dashboard draws data from the Performance Review object and the Enhanced Objective object.

The cards and charts in the Performance section use datasets as follows:

All the cards and the charts Performance rating curve and Performance score by country use the Performance Reviews Org dataset.
The Performance review score vs average salary increase chart uses both the Performance Reviews Org dataset and the PR Salary Org dataset.

The cards and charts in the Objectives section all use the Enhanced Objectives Org dataset.

The cards and charts in the Feedback section use datasets as follows:

The cards Feedback requests completed, Feedback requests open, and Feedback received % all use Workforce Insights | Dashboards, datasets and recipes.
The charts Feedback requested vs feedback received and Feedback requests received vs feedback given both use the Workforce Insights | Dashboards, datasets and recipes.

Performance Reviews dataset

The Performance Reviews dataset forms the basis for all dashboards on performance reviews. The dataset is created as follows:

Data from the Performance Review object is filtered to remove reviews that have been deleted and reviews with the status of Draft or New.
The filtered list of reviews is joined with team member data from the Team Members dataset.
The data from the previous step is filtered so it only contains reviews for team members for whom Has Left is false.
The data from the previous step is joined with performance review template version data for each review. The template version data has been prepared as follows:
1. Data from the Template Version object is filtered to remove deleted template versions.
2. Data from the Template object is filtered to remove deleted templates.
3. The filtered template and template version data is joined together.
The data from the previous step is filtered to exclude performance reviews that are continuous feedback only, based on the Type Code value from the Template object.

The resulting Performance Reviews dataset has the following columns:

Column	Source
Work Location Name	Team Members dataset
(Manager) Name	Team Members dataset
Basis	Team Members dataset
Work Location	Team Members dataset
Is On Leave	Team Members dataset
Alpha-3 code	Team Members dataset
Future Leaver	Team Members dataset
End Date	Team Members dataset
Last Working Date	Team Members dataset
HR Department	Team Members dataset
Has Left	Team Members dataset
Current Employment	Team Members dataset
Probation End Date	Team Members dataset
HR Department	Team Members dataset
Alpha-2 code	Team Members dataset
Job Effective Date	Team Members dataset
Hire Date	Team Members dataset
Manager	Team Members dataset
Continuous Service Date	Team Members dataset
Team Member	Team Members dataset
Job Effective Date (Employment Record object)	Team Members dataset
Record ID	Team Members dataset
Start Date	Team Members dataset
(Work Location) Country	Team Members dataset
Contract End Date	Team Members dataset
Manager User	Team Members dataset
Current Salary	Team Members dataset
User	Team Members dataset
Country (ISO Country custom metadata)	Team Members dataset
Active	Team Members dataset
Record ID	Team Members dataset
Business	Team Members dataset
Days Employed	Team Members dataset
FTE	Team Members dataset
Annual Salary Reporting	Team Members dataset
Template	Performance Review object
Record ID	Performance Review object
Approved Date	Performance Review object
Period End Date	Performance Review object
Period Start Date	Performance Review object
Rating	Performance Review object
Revealed Date	Performance Review object
Review With Competencies	Performance Review object
Score	Performance Review object
Signed Date	Performance Review object
Submitted Date	Performance Review object
Team Member	Performance Review object
Status	Performance Review object
Team Member Action Date	Performance Review object
Team Member Action	Performance Review object
Team Member Signed Date	Performance Review object
Record ID	Template Version object
Type Code	Template object
Action	Performance Review object
Annual Average Competency Score	Performance Review object
Annual Average Objective Score	Performance Review object
Competency Score	Performance Review object
Completed Date	Performance Review object
Is Being Approved	Performance Review object
Manager Review Only	Performance Review object
Mid-Year Review	Performance Review object
Objective Score	Performance Review object
One Up Manager	Performance Review object
Team Member Status (Local)	Performance Review object
Self Performance Review	Performance Review object
Self Review First	Performance Review object
Action Date	Performance Review object
Action	Performance Review object
Manager Action Date	Performance Review object
Manager Action	Performance Review object
Rating Score Squared	Performance Review object
Rating Score	Performance Review object

Performance Reviews Org dataset

The Performance Reviews Org dataset uses the Performance Reviews dataset and the Org Chart Predicate dataset as starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Performance Reviews Org dataset has the following columns:

Column	Source
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset
Action	Performance Reviews dataset
Manager Review Only	Performance Reviews dataset
Team Member Signed Date	Performance Reviews dataset
Period End Date	Performance Reviews dataset
Last Working Date	Performance Reviews dataset
HR Department	Performance Reviews dataset
Has Left	Performance Reviews dataset
Current Employment	Performance Reviews dataset
Hire Date	Performance Reviews dataset
Manager	Performance Reviews dataset
Team Member	Performance Reviews dataset
Job Effective Date (Employment Record object)	Performance Reviews dataset
Review Submitted Date	Performance Reviews dataset
Record ID (Employment Record object)	Performance Reviews dataset
(Employment) Start Date	Performance Reviews dataset
Manager Action Date	Performance Reviews dataset
User	Performance Reviews dataset
Active (Employment Record object)	Performance Reviews dataset
Record ID	Performance Reviews dataset
Review Completed Date	Performance Reviews dataset
Manager Action	Performance Reviews dataset
Team Member Action	Performance Reviews dataset
Team Member	Performance Reviews dataset
Business	Performance Reviews dataset
Basis	Performance Reviews dataset
Work Location Name	Performance Reviews dataset
Team Member Status (Local)	Performance Reviews dataset
Work Location	Performance Reviews dataset
Is On Leave	Performance Reviews dataset
Alpha-3 code	Performance Reviews dataset
Future Leaver	Performance Reviews dataset
Is Being Approved	Performance Reviews dataset
Record ID (Performance Review Template Version)	Performance Reviews dataset
Mid-Year Review	Performance Reviews dataset
Review Revealed Date	Performance Reviews dataset
(Employment) End Date	Performance Reviews dataset
Probation End Date	Performance Reviews dataset
HR Department	Performance Reviews dataset
(Manager) Name	Performance Reviews dataset
Alpha-2 code	Performance Reviews dataset
Job Effective Date (Team Member object)	Performance Reviews dataset
Type Code	Performance Reviews dataset
Review Approved Date	Performance Reviews dataset
Continuous Service Date	Performance Reviews dataset
Team Member Action Date	Performance Reviews dataset
Record ID (Performance Review object)	Performance Reviews dataset
One Up Manager	Performance Reviews dataset
Status (Performance Review object)	Performance Reviews dataset
Review With Competencies	Performance Reviews dataset
Country (ISO Country custom metatdata)	Performance Reviews dataset
Rating	Performance Reviews dataset
Contract End Date	Performance Reviews dataset
Manager User	Performance Reviews dataset
Current Salary	Performance Reviews dataset
Template	Performance Reviews dataset
Country (ISO Country custom metadata)	Performance Reviews dataset
Period Start Date	Performance Reviews dataset
Review Action Date	Performance Reviews dataset
Review Signed Date	Performance Reviews dataset
Action	Performance Reviews dataset
Self Performance Review	Performance Reviews dataset
Self Review First	Performance Reviews dataset
Days Employed	Performance Reviews dataset
FTE	Performance Reviews dataset
Score	Performance Reviews dataset
Annual Average Competency Score	Performance Reviews dataset
Competency Score	Performance Reviews dataset
Objective Score	Performance Reviews dataset
Annual Salary Reporting	Performance Reviews dataset
Rating Score	Performance Reviews dataset
Annual Average Objective Score	Performance Reviews dataset
Rating Score Squared	Performance Reviews dataset

Enhanced Objectives dataset

The Enhanced Objectives dataset joins data from the Team Members dataset to data from the Enhanced Objective object. The dataset is created as follows:

Data from the Enhanced Objective object is filtered to remove deleted objectives, objectives in Draft, Team Member Draft or Manager draft status, and group objectives.
A new column tmActiveObjCount is added to the data. It displays 1 when the objective status is Active, and 0 otherwise.

The resulting Enhanced Objectives dataset has the following columns:

Column	Source
Group	Enhanced Objective object
Record ID	Enhanced Objective object
Deleted	Enhanced Objective object
Objective Name	Enhanced Objective object
Category	Enhanced Objective object
Closed Date	Enhanced Objective object
End Date	Enhanced Objective object
Priority	Enhanced Objective object
Review Date	Enhanced Objective object
Start Date	Enhanced Objective object
Status	Enhanced Objective object
Title	Enhanced Objective object
Visibility	Enhanced Objective object
Weight %	Enhanced Objective object
Team Member	Enhanced Objective object
Country	Team Members dataset
Basis	Team Members dataset
Work Location Name	Team Members dataset
Alpha-3 code	Team Members dataset
(Employment) End Date	Team Members dataset
Last Working Date	Team Members dataset
Has Left	Team Members dataset
(Manager) Name	Team Members dataset
Alpha-2 code	Team Members dataset
Team Member	Team Members dataset
Record ID (Employment Record)	Team Members dataset
Record ID (Team Member)	Team Members dataset
tmActiveObjCount	Calculated in the recipe

Enhanced Objectives Org dataset

The Enhanced Objectives Org dataset uses the Enhanced Objectives dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting Enhanced Objectives Org dataset has the following columns:

Column	Source
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset
(Employment) End Date	Enhanced Objectives dataset
Team Member	Enhanced Objectives dataset
Category	Enhanced Objectives dataset
(Enhanced objective) Start Date	Enhanced Objectives dataset
Review Date	Enhanced Objectives dataset
Visibility	Enhanced Objectives dataset
(Work Location) Country	Enhanced Objectives dataset
Objective Name	Enhanced Objectives dataset
Alpha-3 code	Enhanced Objectives dataset
Record ID (Team Member object)	Enhanced Objectives dataset
Status	Enhanced Objectives dataset
Team Member	Enhanced Objectives dataset
Closed Date	Enhanced Objectives dataset
Title	Enhanced Objectives dataset
Deleted (Enhanced Objective object)	Enhanced Objectives dataset
Work Location Name	Enhanced Objectives dataset
Has Left	Enhanced Objectives dataset
Last Working Date	Enhanced Objectives dataset
(Enhanced Objective) End Date	Enhanced Objectives dataset
Priority	Enhanced Objectives dataset
Record ID (Employment Record object)	Enhanced Objectives dataset
Basis	Enhanced Objectives dataset
(Manager) Name	Enhanced Objectives dataset
Record ID (Enhanced Objective object)	Enhanced Objectives dataset
Group	Enhanced Objectives dataset
Alpha-2 code	Enhanced Objectives dataset
Weight %	Enhanced Objectives dataset
tmActiveObjCount	Enhanced Objectives dataset

PR Salary dataset

The PR Salary dataset joins data from the Salary object and the Team Members dataset to provide salary increase information for the Performance dashboard. The dataset is created as follows:

Data from the Salary object is filtered to remove deleted records.
Previous and current salaries are joined.
Data from the Team Members dataset is joined to the salary data.
Data is filtered to remove salaries for team members who have left.
A new column Salary_Increase_Percentage is created to calculate the salary increase percentage by comparing the Annual Amount Reporting value of the previous salary to the Annual Amount Reporting value of the current salary.

The resulting PR Salary dataset has the following columns:

Column	Source
Work Location Name	Team Members dataset
(Manager) Name	Team Members dataset
Basis	Team Members dataset
Deleted (Employment Record)	Team Members dataset
Work Location	Team Members dataset
Is On Leave	Team Members dataset
Alpha-3 code	Team Members dataset
Future Leaver	Team Members dataset
(Employment) End Date	Team Members dataset
Last Working Date	Team Members dataset
HR Department (Name)	Team Members dataset
Has Left	Team Members dataset
Current Employment	Team Members dataset
Probation End Date	Team Members dataset
HR Department	Team Members dataset
Alpha-2 code	Team Members dataset
Job Effective Date (Team Member object)	Team Members dataset
Hire Date	Team Members dataset
Manager	Team Members dataset
Continuous Service Date	Team Members dataset
Deleted	Team Members dataset
Team Member	Team Members dataset
Job Effective Date (Employment Record object)	Team Members dataset
Record ID (Employment Record object)	Team Members dataset
(Employment) Start Date	Team Members dataset
(Work Location) Country	Team Members dataset
Contract End Date	Team Members dataset
Manager User	Team Members dataset
Current Salary	Team Members dataset
User	Team Members dataset
Country (ISO Country custom metadata)	Team Members dataset
Active	Team Members dataset
Record ID	Team Members dataset
Deleted (HR Department object)	Team Members dataset
Deleted (Work Location object)	Team Members dataset
Business	Team Members dataset
Days Employed	Team Members dataset
FTE	Team Members dataset
Annual Salary Reporting	Team Members dataset
(Salary) Start Date	Salary object
Annual Amount Reporting	Salary object
(Previous Salary) Start Date	Salary object
(Previous Salary) Annual Amount Reporting	Salary object
Salary_Increase_Percentage	Calculated in the recipe
Record ID	Salary object
Deleted	Salary object
Employment	Salary object
Previous Salary	Salary object
Record ID (Previous Salary)	Salary object
Deleted (Previous Salary)	Salary object
Employment (Previous Salary)	Salary object
Previous Salary	Salary object
Active	Salary object
Award Date	Salary object
(Salary) End Date	Salary object
Active (Previous Salary)	Salary object
Award Date (Previous Salary)	Salary object
End Date (Previous Salary)	Salary object

PR Salary Org dataset

The PR Salary Org dataset uses the PR Salary dataset and the Org Chart Predicate dataset as its starting points. Joining the Org Chart Predicate dataset results in restricting the data displayed to the currently logged-in manager.

The resulting PR Salary Org dataset has the following columns:

Column	Source
TL User	Org Chart Predicate dataset
Level Count	Org Chart Predicate dataset
Record ID	Org Chart Predicate dataset
Manager	Org Chart Predicate dataset
Deleted (Employment Record object)	PR Salary dataset
Previous Salary	PR Salary dataset
(Salary) End Date	PR Salary dataset
Last Working Date	PR Salary dataset
Record ID (Salary object)	PR Salary dataset
HR Department (Name)	PR Salary dataset
Has Left	PR Salary dataset
Current Employment	PR Salary dataset
Hire Date	PR Salary dataset
Manager	PR Salary dataset
Deleted	PR Salary dataset
Active (Previous Salary)	PR Salary dataset
Team Member	PR Salary dataset
Job Effective Date (Employment Record object)	PR Salary dataset
Record ID (Employment Record object)	PR Salary dataset
(Employment) Start Date	PR Salary dataset
User	PR Salary dataset
Deleted	PR Salary dataset
Award Date (Previous Salary)	PR Salary dataset
Employment	PR Salary dataset
Award Date (Current Salary)	PR Salary dataset
Active (Employment Record object)	PR Salary dataset
Record ID	PR Salary dataset
Deleted (HR Department object)	PR Salary dataset
Business	PR Salary dataset
Basis	PR Salary dataset
Work Location Name	PR Salary dataset
Employment (Previous Salary)	PR Salary dataset
Work Location	PR Salary dataset
In On Leave	PR Salary dataset
Alpha-3 code	PR Salary dataset
Future Leaver	PR Salary dataset
Previous Salary	PR Salary dataset
Deleted (Previous Salary)	PR Salary dataset
Start Date (Previous Salary)	PR Salary dataset
(Employment) End Date	PR Salary dataset
Probation End Date	PR Salary dataset
Start Date (Current Salary)	PR Salary dataset
HR Department	PR Salary dataset
(Manager) Name	PR Salary dataset
Alpha-2 code	PR Salary dataset
Job Effective Date	PR Salary dataset
Continuous Service Date	PR Salary dataset
End Date (Previous Salary)	PR Salary dataset
Record ID	PR Salary dataset
Active	PR Salary dataset
(Work Location) Country	PR Salary dataset
Contract End Date	PR Salary dataset
Manager User	PR Salary dataset
Current Salary	PR Salary dataset
Country	PR Salary dataset
Deleted	PR Salary dataset
Days Employed	PR Salary dataset
FTE	PR Salary dataset
Salary_Increase_Percentage	PR Salary dataset
Annual Salary Reporting	PR Salary dataset
Annual Amount Reporting	PR Salary dataset
Annual Amount Reporting (Previous Salary)	PR Salary dataset