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Administrator Guide
Last Updated: 2023-06-23
Example: Configure Customer Portal Dashboard

Example: Configure Customer Portal Dashboard

This example demonstrates how you can configure the Customer Portal so that your customer contacts can view their information on the
My Invoices and Payments
 dashboard.
You’re a Setup Administrator for Global Modern Services (USA). Your customer Atlas International has large volumes of invoices and payments. Bob Smith who is an AP specialist at Atlas International, sends you many inquiries regarding invoices, payments, or invoices in dispute. To reduce the time you spend on addressing these inquiries, you want to provide direct access to Bob Smith to the relevant reports and tasks.
You first create a Workday sign-in account for Bob Smith. You now want to:
  • Enable Bob to view the invoices, statements, and recent payments directly.
  • Provide a quick visualization of the reports.
  • Communicate important information and updates to Bob.
Workday provides several options to customize the portal. You can add:
  • Reports as Worklets when you want to provide data visualization.
  • Reports and tasks to the Menu section enabling your customer contacts to view the specific details or download the report. They can filter these reports by date, and currency.
  • To communicate with your customers, add Announcements, videos, links, or graphics.
  • Create Workday account for your customer contacts.
  • Secure the contacts to
    Self-Service: Customer Contact Tasks
     domain in the Customers functional area.
  • Security:
    Set Up Tenant Setup - Worklets
     domain in the System functional area.
  • Customize My Invoices and Payments Dashboard by adding Worklets, Menu, and Announcements.
    1. Access the
      Maintain Dashboards
       task.
    2. Click
      Dashboard
      , and enter
      My Invoices and Payments
      .
    3. Click
      Filter
      .
    4. Click
      Edit
      .
    5. Click
      Worklets
       on the
      Content
       tab.
    6. Click
      +
       sign and enter these values:
      Worklet
      Required for Groups
      Required
      Worklet Size
      Workday Worklet Title
      Worklet Title
      Invalid Landing Page Admin Configuration
      Welcome!
      Customer Contact as Self Implementers
      Select the check box.
      1x
      Invoice Aging
      Customer Contact as Self Implementers
      Select the check box.
      2x
    7. Click
      Menu
       on the
      Content
       tab.
    8. Click
      +
       sign for each new section that you want to add and enter these values:
      Section Label
      +
      Item
      Enter
      Reports
      Click +
      From the
      Task
       prompt select:
      • Customer Statements
      • Invoices in Collection
      • Invoices in Dispute
      • Open Invoices
      • Recent Payments
      Enter
      Tasks
      Click +
      From the Task prompt, select
      Pay Customer Invoices
      .
    9. On the
      Announcements
       tab, click
      +
       and enter these values:
      Rule
      Expiration Date
      Message From/ Message Title
      Show Current Photo/ Upload Custom Image
      Message
      Video
      Action / Custom Report / External Link
      Message Title: Download PDF Files
      None of the above
      You can now download a copy of your invoices, statements, and payments as PDF files.
      None of the above
    10. Click
      Done
      .
  • Include Adjustments in Invoice Aging Report.
    1. Access the
      Configure Receivables Aging Worklet
       task.
    2. Select the
      Include Adjustments in Aging Report for Customer Portal
       check box.
    3. Click
      OK
      .
  • Add Worklets to the Home Dashboard.
    1. Access the
      Maintain Dashboards
       task.
    2. Click
      Dashboard
      , and enter
      Home
      .
    3. Click
      Filter
      .
    4. Click
      Edit
      .
    5. Click
      Worklets
       on the
      Content
       tab.
    6. Click
      +
       and enter these values:
      Worklet
      Required for Groups
      Required
      Worklet Size
      Workday Worklet Title
      Worklet Title
      Invalid Landing Page Admin Configuration
      My Invoices and Payments
      Customer Contact as Self Implementers
      View Open Invoices
      Customer Contact as Self Implementers
      View Customer Statements
      Customer Contact as Self Implementers
      View Recent Payments
      Customer Contact as Self Implementers
When the customer portal user accesses the Customer Portal, Workday now displays your customized
My Invoices and Payments
 dashboard along with the new worklets.