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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Manager Self-Service

Steps: Set Up Manager Self-Service

Managers can access self-service tasks and reports on the
Home
 landing page, available by clicking the Workday logo at the top of any page in Workday. Customize this page by specifying which worklets are required or optional for different groups of managers. Managers can also customize their own
Home
 landing pages to suit their preferences.
In addition, you can simplify manager self-service (MSS) tasks by limiting the number of reasons that managers can select for specific types of events. If you provide only 1 reason for an event, Workday automatically populates the reason on that task.
You can also hide links and related actions for job profiles, locations, management levels, and positions. Hiding these items prevents managers from misinterpreting them as editable on profiles, tasks, and reports.
  1. Configure the
    Home
     landing page:
    1. Select the tasks and reports to include in each required or optional worklet.
    2. Add the
      Manager
       security group to the security policy for each manager self-service task and report.
  2. Limit the reasons that are available for selection in MSS tasks:
    1. Access the
      Maintain Event Categories and Reasons
       task.
      Security:
      Set Up: Staffing
       domain in the Staffing functional area.
    2. Select an
      Event
       type.
    3. Select the
      Manager Reason
       check box for each reason that you want to include in selection lists for managers who perform this task.
    4. Repeat steps a-c for other
      Event
       types that managers perform.
  3. Select
    Manager Reasons
     in these tasks if they're available in manager self-service:
    • Maintain End Additional Job Categories
    • Maintain Local Termination Reasons
    • Maintain Termination Categories
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  4. Hide links and related actions by removing the Manager role from these domains:
    • Job Profile: View
    • Location: View
    • Management Level: View
    • Worker Position: View
    See Edit Domain Security Policies.
Workday Knowledge Management offers an Adoption Kit with various resources and customizable training materials for self-service users.