Can we wrap the column data to fit in the column with xslt? -
i transforming data xml csv format through xslt , following xslt designed.
<?xml version="1.0" encoding="utf-8"?> <xsl:stylesheet exclude-result-prefixes="xsl" xmlns:xsl="http://www.w3.org/1999/xsl/transform" version="2.0" xmlns:xsd="http://www.w3.org/2001/xmlschema" xmlns:wd="urn:com.workday.report/cr_tuan_hr_-_goals_report__talent_"> <xsl:output method="text"></xsl:output> <xsl:variable name="linefeed" select="'
'"></xsl:variable> <xsl:variable name="comma" select="','"/> <xsl:variable name="char-in">"</xsl:variable> <xsl:variable name="char-out">"</xsl:variable> <xsl:variable name="remove">",'</xsl:variable> <xsl:template match="wd:report_data" > <xsl:text>employee_id,created_on,due_date,reference_id,goal_description ,goal_details,goal_name,weight</xsl:text> <xsl:value-of select="$linefeed"/> <xsl:for-each select="wd:report_entry"> <xsl:text>"</xsl:text> <xsl:value-of select="wd:employeeid"/> <xsl:text>","</xsl:text> <xsl:value-of select="wd:createdon"/> <xsl:text>","</xsl:text> <xsl:value-of select="wd:duedate"/> <xsl:text>","</xsl:text> <xsl:value-of select="wd:referenceid"/> <xsl:text>","</xsl:text> <xsl:value-of select="wd:description"/> <xsl:value-of select="$comma" /> <xsl:value-of select="translate(description, $char-in, $char-out)"/> <xsl:value-of select="translate(description,$remove,'')"> </xsl:value-of> <xsl:text>","</xsl:text> <xsl:value-of select="wd:detail/@wd:descriptor"/> <xsl:value-of select="translate(detail, $char-in, $char-out)"/> <xsl:value-of select="translate(detail,$remove,'')"></xsl:value-of> <xsl:text>","</xsl:text> <xsl:value-of select="wd:name"/> <xsl:value-of select="translate(name, $char-in, $char-out)"/> <xsl:value-of select="translate(name,$remove,'')"></xsl:value-of> <xsl:text>","</xsl:text> <xsl:value-of select="wd:weight"/> <xsl:text>","</xsl:text> <xsl:text>"</xsl:text> <xsl:value-of select="$linefeed"/> </xsl:for-each> </xsl:template> </xsl:stylesheet> here xml input causing column breaks may due comma,double quotes,single quotes , other special characters in description column. <wd:report_entry> <wd:employeeid>2839</wd:employeeid> <wd:createdon>2016-01-29t11:39:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-54</wd:referenceid> <wd:description> <p>1. volunteer administrative needs solicited firm. <br>2. check in team rupp on monthly basis see if can assist team alleviate workload.</p><p>3. mentor de holden, administrative assistant, in office "ryan way" weekly (or needed). train office management ensure office runs smoothly in absence.</p><p>4. continue train de holden, on hotdocs , crm can support team rupp.</p><p></p> </wd:description> <wd:detail wd:descriptor="mentor/ project work"> </wd:detail> <wd:name><p>mentor/ project work</p></wd:name> <wd:weight>10</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>2839</wd:employeeid> <wd:createdon>2017-07-25t14:16:00-07:00</wd:createdon> <wd:duedate>2017-07-21-07:00</wd:duedate> <wd:referenceid>goal-3-10548</wd:referenceid> <wd:description> <p>1. volunteer administrative needs solicited firm.</p><p>2. participate in quarterly administrative meetings updated information , knowledge forums improve efficiency.</p><p>3. check in team rupp, needed, assist team during heavy work times alleviate pressure.</p><p>4. mentor de holden, administrative assistant, in office "ryan way", needed. continue train office management ensure office runs smoothly in absence.</p> <p>5. continue train de on hotdocs, crm, , engagement process, needed.</p> </wd:description> <wd:detail wd:descriptor="mentor / project work"> </wd:detail> <wd:name><h1>mentor / project work</h1></wd:name> <wd:weight>10</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>2576</wd:employeeid> <wd:createdon>2016-02-05t11:35:00-08:00</wd:createdon> <wd:duedate>2017-10-31-07:00</wd:duedate> <wd:referenceid>goal-3-395</wd:referenceid> <wd:description> <p><span>i coordinate 1 community outreach event houston office. working the <span>manager of community outreach , going through new ryanshares website, "manage event" generating po, working </span></span><span>casa de esperanza </span><span><span>arrange event, , finally, seeing success. measurement based on event being completed , coming in under budget. </span></span></p> </wd:description> <wd:detail wd:descriptor="community outreach - houston"> </wd:detail> <wd:name><p>community outreach - houston</p></wd:name> <wd:weight>35</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>2086</wd:employeeid> <wd:createdon>2017-02-10t11:56:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-7634</wd:referenceid> <wd:description> <ul><li>create new training binder containing material new consultants. this include training agenda, hr documents, etc. </li><li>create "new hire faq's" resource document containing important information needed new hires has traditionally been provided verbally. </li><li>create sample client reporting binder best practices reference group reports , tax consultants. this contain sample report, sample schedules, sample claim packages, etc. , explanatory notes needed.</li><li>update old training materials: dw training materials: exercises , sample source docs; file closing process document , flow charts; , file assembly details document.</li></ul><p></p><p>these materials made available principal - canadian commodity taxes, tax support team, tax consultants, , group reports team end of june 2017.<br> </p> </wd:description> <wd:detail wd:descriptor="training materials"> </wd:detail> <wd:name><p>training materials</p></wd:name> <wd:weight>25</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>2392</wd:employeeid> <wd:createdon>2017-07-20t11:26:00-07:00</wd:createdon> <wd:duedate>2017-10-31-07:00</wd:duedate> <wd:referenceid>goal-3-9595</wd:referenceid> <wd:description> <p>develop "at-a-glance" outside legal counsel checklist october 31, 2017. </p> </wd:description> <wd:detail wd:descriptor="outside counsel checklist"> </wd:detail> <wd:name><p>outside counsel checklist</p></wd:name> <wd:weight>40</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>6852</wd:employeeid> <wd:createdon>2017-05-31t10:30:00-07:00</wd:createdon> <wd:duedate>2017-06-16-07:00</wd:duedate> <wd:referenceid>goal-3-8352</wd:referenceid> <wd:description> <p>design, create , implement tracking matrix (spreadsheet) "repetitive" tasks (continuous, daily, weekly , monthly), information security mailbox , report creation/review. matrix indicate 'at glance' confirmation of security related tasks completion.</p> </wd:description> <wd:detail wd:descriptor="tracking matrix"> </wd:detail> <wd:name><p>tracking matrix</p></wd:name> <wd:weight>30</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>5120</wd:employeeid> <wd:createdon>2017-02-06t07:26:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5561</wd:referenceid> <wd:description> <p>work towards identified 2017 aop initiatives , deliverables:</p><ul> <li>workday value realization: engage workday complete workday value realization current functionality use and new enhancements available.</li></ul><p><span class="emphasis">proposed goal change submitted on 5/12:</span></p><p><span class="emphasis">justification: goal 'workday value realization' being removed goal cycle due higher priority proj<b>ects in q1 , q2 based on organization needs. see list of workday optimization projects tracked here (</b> </span>\\rfs\team_hr_administration\hris , analytics\projects\2017_hris_workday_optimization_tracker.xlsx) <span class="emphasis"><b>by priority. </b></span><span class="emphasis">workday value realization goal part of 2017 second-half goals.</span></p><ul><li>new integrations development: bravo (new wellness vendor; outbound , inbound integrations), compass (new benefit vendor; outbound integration) , yourcause (community outreach; outbound , inbound payroll integrations, outbound hr file integration) </li><li>submit completed 2017 aop deliverable document outlined jayna bovre: complete the hris operations plan 2017. plan completed on or before 4/30/2017. includes:<ul> <li>purpose</li><li>objectives</li><li>staffing</li><li>project plan – based on 2017 aop</li><li>budget recommendations (depends on finance , resources)</li><li>attend 1:1 progress meetings scheduled jayna bovre.</li><li>draft plan submitted jayna bovre 4/15/17 consolidation , review.</li></ul></li></ul> </wd:description> <wd:detail wd:descriptor="2017 aop deliverables"> </wd:detail> <wd:name><p>2017 aop deliverables</p></wd:name> <wd:weight>20</wd:weight> <wd:report_entry> <wd:employeeid>5120</wd:employeeid> <wd:createdon>2017-02-06t07:26:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5562</wd:referenceid> <wd:description> <p>work on identified workday optimization projects (not limited following, additional projects of higher priority may replace ones identified below);</p><ul><li>enhance workday onboarding experience: configure , implement new enhancements within onboarding. includes updates onboarding workday releases 26 & 27 - changes onboarding landing pages , re-structure landing page layout, re-ordering of onboarding business process steps clearer , less confusing new hires.</li><li>recruiting enhancements: 1. start design , configuration referral process in workday. 2. begin design , implementation agency management within workday. aly cline (recruiting) lead on both projects, hris support , provide adequate guidance toward design , implementation.</li></ul><p></p><p><span class="emphasis">proposed goal change submitted on 5/12: added new additional goal below identified significant task q1 , q2 based on data discrepancies identified ensure consistent data integrity in workday.</span></p><ul><li><span class="emphasis">process , data enhancements , data audit: </span></li></ul><p><span class="emphasis">- improve workday business processes related hire, job change - incorporate data validations possible within process ensure data integrity data being entered workday.</span></p><p><span class="emphasis">- create organized set of data audit reports review , identify discrepancies in datasets in workday corrections or updates may needed. establish periodic schedule , assigned team members review data audit reports on routine basis.</span></p> </wd:description> <wd:detail wd:descriptor="workday optimization projects"> </wd:detail> <wd:name><p>workday optimization projects</p></wd:name> <wd:weight>30</wd:weight> <wd:report_entry> <wd:employeeid>5120</wd:employeeid> <wd:createdon>2017-02-06t07:26:00-08:00</wd:createdon> <wd:duedate>2017-05-31-07:00</wd:duedate> <wd:referenceid>goal-3-5579</wd:referenceid> <wd:description> <ul><li>design, configure , implement <span>2016 profit sharing incentive</span> distribution process within workday.</li><li>partner hrbp, finance , ops teams define requirements bonus distribution process, , extract reports meet business needs analyze pool allocation , distribution.</li><li>deploy <span>2016 profit sharing incentive d</span>istribution process in workday , load final payments payout.</li></ul><p></p><p><span class="emphasis">proposed goal change submitted on 5/12:</span></p><p><span class="emphasis">justification: original goal above has been amended oer below based on updated requirements roll out incentive award using globalshares tool vs. workday. final payout still take place in workday.</span></p><ul><li><span class="emphasis">design/configure compensation plan payout in workday , partner compensation , payroll load test incentive payments in workday , validate test payout amounts loaded. load final incentive amounts in workday.</span></li><li> <span class="emphasis">design/configure , implement integrations , reports in workday support data needs adequate globalshares set up. </span></li><li><span class="emphasis">design, configure , implement 2016 profit sharing incentive notification process within workday international employees.</span></li></ul> </wd:description> <wd:detail wd:descriptor="2016 profit sharing incentive"> <wd:id wd:type="wid">80ee39b716ae01452d554ff0dd41a85f</wd:id> </wd:detail> <wd:name><p><span>2016 profit sharing incentive</span></p></wd:name> <wd:weight>25</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>1504</wd:employeeid> <wd:createdon>2017-02-10t12:01:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5017</wd:referenceid> <wd:description> <p>manage process of developing new version of ereview due rolled out organization laptop refresh project in late summer.</p><p>work ereview user group develop required changes program including development of new data "view", , revamp of exposure module facilitate reporting.</p><p>work programmer obtain quotes , approvals approved scope of work. including follow questions , development.</p><p>co-ordinate regression testing of new version on new platforms. step needs completed end of may.</p><p>present initial version tax consulting group @ june tax meeting.</p> </wd:description> <wd:detail wd:descriptor="ereview version 12 development"> </wd:detail> <wd:name><p>ereview version 12 development</p><p></p></wd:name> <wd:weight>40</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>6291</wd:employeeid> <wd:createdon>2016-07-22t11:59:00-07:00</wd:createdon> <wd:duedate>2017-12-31-08:00</wd:duedate> <wd:referenceid>goal-3-2344</wd:referenceid> <wd:description> <ul><li>review open opportunities on regular basis, drafting emails jim follow ep or client</li><li>review "open opportunities" spreadsheet <b><u>within 5 days</u> of receipt of spreadsheet</b> </li><li>update onenote , crm new opportunities based on emails, phone calls, etc.</li><li>scan jmt's meeting notes , update onenote , crm</li></ul> </wd:description> <wd:detail wd:descriptor="opportunity tracking"> </wd:detail> <wd:name><p><b>opportunity tracking</b></p></wd:name> <wd:weight>25</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>6098</wd:employeeid> <wd:createdon>2017-01-31t11:42:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5295</wd:referenceid> <wd:description> <ul><li>develop, review, , approve 2017 roadmap , planning career path , job architecture 2017 deliverables.</li><li>consult, evaluate, , assist requirements , deliverables defined sprint reviews , sprint plans. progress , deliverables defined in weekly aip reporting.</li><li>act advisor within core team based on future state design , implementation plan; attend meetings, provide research, recommendations, , review/approve deliverables within deadline. deliverables included in aip performance management plan , approved in sprint reviews.</li></ul> </wd:description> <wd:detail wd:descriptor="goal #1 talent management aip 2017"> </wd:detail> <wd:name> <p><b><u>goal #1 </u></b></p><p><b>talent management aip 2017</b></p> </wd:name> <wd:weight>25</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>6098</wd:employeeid> <wd:createdon>2017-01-31t11:42:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5297</wd:referenceid> <wd:description> <p>original:</p><ul><li>manage , coordinate conclusion of current ldp, determined chro.</li><li>coordinate , manage the next phase of ryan's leadership development program; work key stakeholders define expectations , plan.</li><li>provide functional framework determined key stakeholders.</li><li>implement program based on approval , timeline leadership.</li></ul><p></p> <p><span class="emphasis">include additional goal #5 , revised 5/16/17: </span></p><ul><li>evaluate , plan “future ryan leaders” strategies make principal – (an executive leadership development program).</li> <li>provide draft framework principal path program, working key stakeholders , other resources. present concept leadership future program guidance.</li></ul> </wd:description> <wd:detail wd:descriptor="goal # 4 leadership development (developing leaders) added goal #5 revisions - 5/16/17"> </wd:detail> <wd:name> <p><b><u>goal # 4</u></b></p><p><b>leadership development (developing leaders)</b></p><p></p><p><span class="emphasis"><b>added goal #5 revisions - 5/16/17</b></span></p> </wd:name> <wd:weight>30</wd:weight> </wd:report_entry> <wd:report_entry> <wd:employeeid>6098</wd:employeeid> <wd:createdon>2017-01-31t11:42:00-08:00</wd:createdon> <wd:duedate>2017-06-30-07:00</wd:duedate> <wd:referenceid>goal-3-5298</wd:referenceid> <wd:description> <p>original goal #5</p><ul><li>evaluate , plan “future ryan leaders” strategies make principal – (an executive leadership development program).</li><li>coordinate , work key stakeholders define expectations , strategy.</li><li>provide proof of concept framework determined key stakeholders.</li><li>implement program based on approval , timeline brint ryan.</li></ul><p></p><p><span class="emphasis">moved goal #4 , revised</span></p> </wd:description> <wd:detail wd:descriptor="goal # 5 leadership development program (principal path) goal #5 combined goal #4 - 5/16/17"> </wd:detail> <wd:name> <p><b><u>goal # 5 </u></b></p><p><b>leadership development program (principal path) </b></p><p></p><p><span class="emphasis"><b>goal #5 </b>combined goal #4<b> - 5/16/17</b></span></p><p></p> </wd:name> <wd:weight>0</wd:weight> </wd:report_entry> here sample desired output few rows of above xml input **employeeid** - 2839 **referenceid** - goal-3-54 **description** - 1.volunteer administrative needs solicited firm.2.check in team rupp on monthly basis see if can assist team alleviate workload.3.mentor de holden,administrative assistant, in office ryan way" weekly (or needed).i train office management ensure office runs smoothly in absence.4.continue train de holden on hotdocs , crm can support team rupp.
**employeeid** - 2839 **referenceid** - goal-3-10548 **description** - 1. volunteer administrative needs solicited firm.2. participate in quarterly administrative meetings updated information , knowledge forums improve efficiency.3. check in team rupp, needed, assist team during heavy work times alleviate pressure.4. mentor de holden, administrative assistant, in office ryan way" needed. continue train office management ensure office runs smoothly in absence.5. continue train de on hotdocs, crm, , engagement process needed.
**employeeid** - 2576 **referenceid** - goal-3-395 **description** - coordinate 1 community outreach event houston office.working manager of community outreach , going through new ryanshares website, manage event" generating po, working casa de esperanza arrange event , seeing success. measurement based on event being completed , coming in under budget.
**employeeid** - 2086 **referenceid** - goal-3-7634 **description** - create new training binder containing material new consultants.this include training agenda, hr documents, etc.create new hire faq's" resource document containing important information needed new hires has traditionally been provided verbally.create sample client reporting binder best practices reference group reports , tax consultants.this contain sample report sample schedules, sample claim packages,etc. , explanatory notes needed.update old training materials: dw training materials: exercises , sample source docs; file closing process document , flow charts; , file assembly details document.these materials made available principal - canadian commodity taxes, tax support team, tax consultants , group reports team end of june 2017.
**employeeid** - 5120 **referenceid** - goal-3-5561 **description** - work towards identified 2017 aop initiatives , deliverables:workday value realization: engage workday complete workday value realization current functionality use , new enhancements available.proposed goal change submitted on 5/12:justification: goal 'workday value realization' being removed goal cycle due higher priority projects in q1 , q2 based on organization needs. see list of workday optimization projects tracked here (\\rfs\team_hr_administration\hris , analytics\projects\2017_hris_workday_optimization_tracker.xlsx) priority. workday value realization goal part of 2017 second-half goals.new integrations development: bravo (new wellness vendor; outbound , inbound integrations),compass (new benefit vendor; outbound integration) , yourcause (community outreach; outbound , inbound payroll integrations,outbound hr file integration) submit completed 2017 aop deliverable document outlined jayna bovre: complete the hris operations plan 2017. plan completed on or before 4/30/2017. includes purpose objectives staffing project plan based on 2017 aop budget recommendations (depends on finance , resources attend 1:1 progress meetings scheduled jayna bovre.draft plan submitted jayna bovre 4/15/17 consolidation , review. **employeeid** - 5120 **referenceid** - goal-3-5562 **description** - work on identified workday optimization projects (not limited following, additional projects of higher priority may replace ones identified below);enhance workday onboarding experience: configure , implement new enhancements within onboarding. includes updates onboarding workday releases 26 & 27 - changes onboarding landing pages , re-structure landing page layout, re-ordering of onboarding business process steps clearer , less confusing new hires.recruiting enhancements:1. start design , configuration referral process in workday. 2. begin design , implementation agency management within workday. aly cline (recruiting) lead on both projects, hris support , provide adequate guidance toward design , implementation.proposed goal change submitted on 5/12: added new additional goal below identified significant task q1 , q2 based on data discrepancies identified ensure consistent data integrity in workday.process , data enhancements , data audit: - improve workday business processes related hire, job change - incorporate data validations possible within process ensure data integrity data being entered workday.create organized set of data audit reports review , identify discrepancies in datasets in workday corrections or updates may needed. establish periodic schedule , assigned team members review data audit reports on routine basis. **employeeid** - 6098 **referenceid** - goal-3-5295 **description** - develop, review, , approve 2017 roadmap , planning career path , job architecture 2017 deliverables.</li><li>consult, evaluate, , assist requirements , deliverables defined sprint reviews , sprint plans. progress , deliverables defined in weekly aip reporting.act advisor within core team based on future state design , implementation plan; attend meetings, provide research, recommendations, , review/approve deliverables within deadline. deliverables included in aip performance management plan , approved in sprint reviews.goal #1 talent management aip 2017 **employeeid** - 6098 **referenceid** - goal-3-5297 **description** - original:manage , coordinate conclusion of current ldp, determined chro.coordinate , manage next phase of ryan's leadership development program; work key stakeholders define expectations , plan.provide functional framework determined key stakeholders.implement program based on approval , timeline leadership.include additional goal #5 , revised 5/16/17:evaluate , plan future ryan leaders strategies make principal (an executive leadership development program).provide draft framework principal path program,working key stakeholders , other resources. present concept leadership future program guidance.goal # 4 leadership development (developing leaders)added goal #5 revisions - 5/16/17" if xslt removes these html tags , ignores commas in description column, believe data not break , move other columns.
thanks, jithen.
based on input xml provided, here xsl provide comma separated output shown. below xsl should provide desired output.
xsl
<xsl:stylesheet exclude-result-prefixes="xsl" xmlns:xsl="http://www.w3.org/1999/xsl/transform" version="1.0" xmlns:wd="urn:com.workday.report/fr_trun_hr_-_goals_report__talent_"> <xsl:output method="text" /> <xsl:variable name="linefeed" select="'
'" /> <xsl:variable name="comma" select="','" /> <xsl:variable name="replace" select="''" /> <xsl:template match="wd:report_data"> <xsl:text>employee_id,created_on,due_date,reference_id,goal_description,goal_details,goal_name,weight</xsl:text> <xsl:value-of select="$linefeed" /> <xsl:for-each select="wd:report_entry"> <xsl:value-of select="wd:employeeid" /> <xsl:value-of select="$comma" /> <xsl:value-of select="wd:createdon" /> <xsl:value-of select="$comma" /> <xsl:value-of select="wd:duedate" /> <xsl:value-of select="$comma" /> <xsl:value-of select="wd:referenceid" /> <xsl:value-of select="$comma" /> <xsl:value-of select="translate(normalize-space(wd:description), $comma, $replace)" /> <xsl:value-of select="$comma" /> <xsl:value-of select="wd:detail/@wd:descriptor" /> <xsl:value-of select="$comma" /> <xsl:value-of select="normalize-space(wd:name)" /> <xsl:value-of select="$comma" /> <xsl:value-of select="wd:weight" /> <xsl:value-of select="$linefeed" /> </xsl:for-each> </xsl:template> </xsl:stylesheet> output text
employee_id,created_on,due_date,reference_id,goal_description,goal_details,goal_name,weight 2839,2016-01-29t11:39:00-08:00,2017-06-30-07:00,goal-3-54,1. volunteer administrative needs solicited firm. 2. check in team rupp on monthly basis see if can assist team alleviate workload. 3. mentor de holden administrative assistant in office "ryan way" weekly (or needed). train office management ensure office runs smoothly in absence. 4. continue train de holden on hotdocs , crm can support team rupp.,mentor/ project work,mentor/ project work,10 2839,2017-07-25t14:16:00-07:00,2017-07-21-07:00,goal-3-10548,1. volunteer administrative needs solicited firm. 2. participate in quarterly administrative meetings updated information , knowledge forums improve efficiency. 3. check in team rupp needed assist team during heavy work times alleviate pressure. 4. mentor de holden administrative assistant in office "ryan way" needed. continue train office management ensure office runs smoothly in absence. 5. continue train de on hotdocs crm , engagement process needed.,mentor / project work,mentor / project work,10 2576,2016-02-05t11:35:00-08:00,2017-10-31-07:00,goal-3-395,i coordinate 1 community outreach event houston office. working manager of community outreach , going through new ryanshares website "manage event" generating po working casa de esperanza arrange event , seeing success. measurement based on event being completed , coming in under budget.,community outreach - houston,community outreach - houston,35 2086,2017-02-10t11:56:00-08:00,2017-06-30-07:00,goal-3-7634,create new training binder containing material new consultants. include training agenda hr documents etc. create "new hire faq's" resource document containing important information needed new hires has traditionally been provided verbally. create sample client reporting binder best practices reference group reports , tax consultants. contain sample report sample schedules sample claim packages etc. , explanatory notes needed. update old training materials: dw training materials: exercises , sample source docs; file closing process document , flow charts; , file assembly details document. these materials made available principal - canadian commodity taxes tax support team tax consultants , group reports team end of june 2017.,training materials,training materials,25 2392,2017-07-20t11:26:00-07:00,2017-10-31-07:00,goal-3-9595,develop "at-a-glance" outside legal counsel checklist october 31 2017.,outside counsel checklist,outside counsel checklist,40 6852,2017-05-31t10:30:00-07:00,2017-06-16-07:00,goal-3-8352,design create , implement tracking matrix (spreadsheet) "repetitive" tasks (continuous daily weekly , monthly) information security mailbox , report creation/review. matrix indicate 'at glance' confirmation of security related tasks completion.,tracking matrix,tracking matrix,30 5120,2017-02-06t07:26:00-08:00,2017-06-30-07:00,goal-3-5561,work towards identified 2017 aop initiatives , deliverables: workday value realization: engage workday complete workday value realization current functionality useand new enhancements available. proposed goal change submitted on 5/12: justification: goal 'workday value realization' being removed goal cycle due higher priority proj ects in q1 , q2 based on organization needs. see list of workday optimization projects tracked here ( \\rfs\team_hr_administration\hris , analytics\projects\2017_hris_workday_optimization_tracker.xlsx) priority. workday value realization goal part of 2017 second-half goals. new integrations development: bravo (new wellness vendor; outbound , inbound integrations) compass (new benefit vendor; outbound integration) , yourcause (community outreach; outbound , inbound payroll integrations outbound hr file integration) submit completed2017 aop deliverable document outlined jayna bovre: complete thehris operations plan 2017. plan completed on or before 4/30/2017. includes: purpose objectives staffing project plan – based on 2017 aop budget recommendations (depends on finance , resources) attend 1:1 progress meetings scheduled jayna bovre. draft plan submitted jayna bovre 4/15/17 consolidation , review.,2017 aop deliverables,2017 aop deliverables,20 5120,2017-02-06t07:26:00-08:00,2017-06-30-07:00,goal-3-5562,work on identified workday optimization projects (not limited following additional projects of higher priority may replace ones identified below); enhance workday onboarding experience: configure , implement new enhancements within onboarding. includes updates onboarding workday releases 26 & 27 - changes onboarding landing pages , re-structure landing page layout re-ordering of onboarding business process steps clearer , less confusing new hires. recruiting enhancements:1. start design , configuration referral process in workday. 2. begin design , implementation agency management within workday. aly cline (recruiting) lead on both projects hris support , provide adequate guidance toward design , implementation. proposed goal change submitted on 5/12: added new additional goal below identified significant task q1 , q2 based on data discrepancies identified ensure consistent data integrity in workday. process , data enhancements , data audit: - improve workday business processes related hire job change - incorporate data validations possible within process ensure data integrity data being entered workday. - create organized set of data audit reports review , identify discrepancies in datasets in workday corrections or updates may needed. establish periodic schedule , assigned team members review data audit reports on routine basis.,workday optimization projects,workday optimization projects,30 5120,2017-02-06t07:26:00-08:00,2017-05-31-07:00,goal-3-5579,design configure , implement 2016 profit sharing incentive distribution process within workday. partner hrbp finance , ops teams define requirements bonus distribution process , extract reports meet business needs analyze pool allocation , distribution. deploy 2016 profit sharing incentive d istribution process in workday , load final payments payout. proposed goal change submitted on 5/12: justification: original goal above has been amended oer below based on updated requirements roll out incentive award using globalshares tool vs. workday. final payout still take place in workday. design/configure compensation plan payout in workday , partner compensation , payroll load test incentive payments in workday , validate test payout amounts loaded. load final incentive amounts in workday. design/configure , implement integrations , reports in workday support data needs adequate globalshares set up. design configure , implement2016 profit sharing incentivenotification process within workday international employees.,2016 profit sharing incentive,2016 profit sharing incentive,25 1504,2017-02-10t12:01:00-08:00,2017-06-30-07:00,goal-3-5017,manage process of developing new version of ereview due rolled out organization laptop refresh project in late summer. work ereview user group develop required changes program including development of new data "view" , revamp of exposure module facilitate reporting. work programmer obtain quotes , approvals approved scope of work. including follow questions , development. co-ordinate regression testing of new version on new platforms. step needs completed end of may. present initial version tax consulting group @ june tax meeting.,ereview version 12 development,ereview version 12 development,40 6291,2016-07-22t11:59:00-07:00,2017-12-31-08:00,goal-3-2344,review open opportunities on regular basis drafting emails jim follow ep or client review "open opportunities" spreadsheet within 5 days of receipt of spreadsheet update onenote , crm new opportunities based on emails phone calls etc. scan jmt's meeting notes , update onenote , crm,opportunity tracking,opportunity tracking,25 6098,2017-01-31t11:42:00-08:00,2017-06-30-07:00,goal-3-5295,develop review , approve2017 roadmap , planning career path , job architecture 2017 deliverables. consult evaluate , assist requirements , deliverables defined sprint reviews , sprint plans. progress , deliverables defined in weekly aip reporting. act advisor within core team based on future state design , implementation plan; attend meetings provide research recommendations , review/approve deliverables within deadline. deliverables included in aip performance management plan , approved in sprint reviews.,goal #1 talent management aip 2017,goal #1 talent management aip 2017,25 6098,2017-01-31t11:42:00-08:00,2017-06-30-07:00,goal-3-5297,original: manage , coordinate conclusion of current ldp determined chro. coordinate , manage thenext phase of ryan's leadership development program; work key stakeholders define expectations , plan. provide functional framework determined key stakeholders. implement program based on approval , timeline leadership. include additional goal #5 , revised 5/16/17: evaluate , plan “future ryan leaders” strategies make principal – (an executive leadership development program). provide draft framework principal path program working key stakeholders , other resources. present concept leadership future program guidance.,goal # 4 leadership development (developing leaders) added goal #5 revisions - 5/16/17,goal # 4 leadership development (developing leaders) added goal #5 revisions - 5/16/17,30 6098,2017-01-31t11:42:00-08:00,2017-06-30-07:00,goal-3-5298,original goal #5 evaluate , plan “future ryan leaders” strategies make principal – (an executive leadership development program). coordinate , work key stakeholders define expectations , strategy. provide proof of concept framework determined key stakeholders. implement program based on approval , timeline brint ryan. moved goal #4 , revised,goal # 5 leadership development program (principal path) goal #5 combined goal #4 - 5/16/17,goal # 5 leadership development program (principal path) goal #5 combined goal #4 - 5/16/17,0
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